Rubens Memari Junior

ADIÓS POWERPOINT. Claude puede crear una presentación completa en 120 segundos. Usa estos 6 prompts y mira la magia. Guárdalo:

The World’s Most Valuable Brands 1. 🇺🇸 Apple - $470.9B 2. 🇺🇸 Microsoft - $388.5B 3. 🇺🇸 Amazon - $319.9B 4. 🇺🇸 Google - $317.1B 5. 🇰🇷 Samsung - $90.5B 6. 🇯🇵 Toyota - $74.2B 7. 🇺🇸 Coca-Cola - $60.1B 8. 🇺🇸 Instagram - $57.3B 9. 🇺🇸 McDonald’s - $53.0B 10. 🇩🇪 Mercedes-Benz - $50.1B 11. 🇺🇸 Cisco - $48.7B 12. 🇫🇷 Louis Vuitton - $48.4B 13. 🇺🇸 YouTube - $48.4B 14. 🇩🇪 BMW - $46.8B 15. 🇺🇸 NVIDIA - $43.2B 16. 🇺🇸 Oracle - $42.1B 17. 🇺🇸 Disney - $41.4B 18. 🇩🇪 SAP - $41.3B 19. 🇺🇸 Facebook - $41.3B 20. 🇺🇸 Adobe - $41.0B 21. 🇫🇷 Hermès - $40.9B 22. 🇺🇸 IBM - $39.4B 23. 🇺🇸 Nike - $33.7B 24. 🇫🇷 Chanel - $30.5B 25. 🇺🇸 Tesla - $29.5B 26. 🇺🇸 J.P. Morgan - $29.2B 27. 🇩🇪 Allianz - $28.2B 28. 🇺🇸 Netflix - $28.0B 29. 🇯🇵 Honda - $24.8B 30. 🇰🇷 Hyundai - $24.6B Source: Interbrand

The Serenity Silicon Photonics / CPO ETF. YTD Returns of Each Index Stock: $IQE: +282.5% $AXTI: +246.6% Landmark: 167.54% $AAOI: +157.37% $SIVE: +113.08% $SOI: +103.54% $LITE: +100.27% $LWLG: +92.35% $VIAV: +88.71% $AIXA: +73.92% $AEHR: +70.4% $CIEN: +67.67% $FORM: +60.67% $FOCI: +60.44% $CAMT: +49.13% $GLW: +46.77% $SMHN: +45.94% Fujikura: +43.89% $COHR: +41.81% $KEYS: +40.48% $TSEM: +36.42% $ASX: +29.89% $MTSI: +28.34% $NOK: +27.5% Shin-Etsu: +27.33% $ONTO: +26.28% $BESI: +24.71% $UMC: +18.11% $INTC: +17.27% $OXINF: 15.03% $FN: +12.79% Eoptolink: +11.82% $TSM: +6.00% $HIMX: +5.39% $SMTC: +4.11% Sumitomo: +3.67% $CSCO: +3.25% Innolight: +.33% $MRVL: +.16% $APH: -6.48% $MXL: -7.62% $AVGO: -7.99% $POET: -12.99% $TEL: -14.93% This is retrospectively, but as you've known I've been in a lot of the winners for awhile (eg. Top 6/7 like $AXTI or $LITE aside from Landmark). However, if you were curious if you invested in the photonics trend as a whole at the start of the year. The equal weighted return? 50.033% I expect the Photonic Supercycle to last over the next several years, and many of these names to be large beneficaries going forward. Especially as CPO is used to scale AI deployments. Photonics is the new architectural paradigm for AI.

TOP 5 PHOTONICS STOCKS 🔥 1. $AAOI Building high-speed optical transceivers and lasers powering the explosive growth in AI data centers and fiber-optic networks. 2. $ALMU Pioneering scalable quantum dot and III-V-on-silicon tech for next-gen SWIR sensors, AI photonics, and quantum computing applications. 3. $LWLG Revolutionizing data speeds with proprietary electro-optic polymers that enable ultra-low-power, high-bandwidth modulators for tomorrow’s AI and telecom infrastructure. 4. $AXTI Supplying critical InP, GaAs, and germanium substrates that fuel photonic devices in data centers, 5G, lidar, and high-performance lasers. 5. $IQE Delivering advanced epitaxial wafers and materials enabling cutting-edge photonics for high-speed optical comms, sensing, AI data transfer, and next-gen wireless tech. Not financial advice.

THE FUTURE ECONOMY STACK 10 sectors that will dominate the next decade AI INFRASTRUCTURE $NVDA - AI compute backbone $AVGO - AI networking / custom silicon $AMD - data-center GPUs AI MEMORY $MU - HBM AI memory leader $WDC - data storage infrastructure $SNDK - NAND flash storage AI DATA CENTERS $IREN - AI compute hosting $CIFR - GPU data centers $NBIS - AI cloud infrastructure POWER / ELECTRICITY $CEG - nuclear generation $NEE - renewable power $VRT - data-center power systems GRID INFRASTRUCTURE $GEV - grid modernization $ETN - electrical equipment $HUBB - grid components ROBOTICS / AUTOMATION $TSLA - humanoid robotics $SYM - warehouse robotics $PATH - automation software AUTONOMOUS DEFENSE $AVAV - combat drones $KTOS - autonomous aircraft $ONDS - defense drones SPACE / SATELLITES $RKLB - launch infrastructure $ASTS - satellite cellular $RDW - space manufacturing CRITICAL MINERALS $MP - rare earth supply $UUUU - uranium + rare earths $UAMY - antimony supply DIGITAL FINANCE $COIN - crypto exchange $HOOD - retail brokerage $XYZ - fintech ecosystem BONUS SECTOR URANIUM / NUCLEAR $CCJ - uranium production $SMR - modular reactors $BWXT - nuclear components

The White House is telling you exactly what sectors to invest in: AI Compute - $IREN, $CIFR, $NBIS, $APLD Chips - $NVDA, $AMD, $TSM, $INTC Networking - $AVGO, $ANET, $MRVL Power Infrastructure - $VRT, $POWL, $ETN Power Generation - $BE, $GEV Nuclear - $OKLO, $VST, $CEG Natural Gas/LNG - $VG Energy Storage - $EOSE, $ENS Defense/Drones - $ONDS, $AVAV, $KTOS Space - $RKLB, $PL, $ASTS Robotics - $AMZN, $PATH, $TSLA Edge AI - $LTRX, $OSS Rare Earths - $MP, $UUUU, $USAR, $TMQ Cyber - $CRWD, $PANW, $NET Crypto - $HOOD, $COIN No need to guess. Just have to follow the money.

It is very clear the AI is going to disrupt many industries and run some companies out of business But there will also be beneficiaries: Datacenter infrastructure: $NBIS $CRWV $IREN $WULF $CIFR Drones: $ONDS $RCAT $KTOS $UMAC Aerospace: $LUNR $RKLB $LMT $RKLB $FTAI Uranium: $UUUU $CCJ $DNN $UEC Lithium: $LIT $RIO $ALB $LAR Energy: $GEV $XOM $ICLN $BE Metal miners: $KGC $B $AEM $AU The markets continue to put these relative strength winners in front of our faces These are the sectors/stocks I'm focused on for the coming months.

4 emerging themes worth watching: AI Infrastructure. AI Application. Defense. Space. 11 stocks for your watchlist: ⚡ AI INFRASTRUCTURE Power & Infrastructure: • $IREN - Secured power & permitted sites ready to deploy • $VST - Utility-scale power generation & storage • $VRT - Advanced cooling for high-density compute Compute Stack: • $MU - High-bandwidth memory (HBM) & storage solutions • $NBIS - Rapid-deploy AI cloud infrastructure 🤖 AI APPLICATION Operating Layer: • $PLTR - System integration & orchestration End Applications: • $TSLA - Autonomous driving, robotics, energy storage • $AMZN - Cloud (AWS), robotics automation, advertising 🛡️ DEFENSE & SPACE • $RKLB - Vertically integrated space infrastructure • $KRKNF - Undersea defense supplier tied to Anduril ecosystem • $ONDS - Drone network infrastructure & private 5G (defense, energy, cities) These aren’t speculative plays. They’re infrastructure buildouts that will define the next decade. ⚡

MY UNCLE IN THE US CALLED FOR STOCKS TO BUY AND I GAVE HIM THESE These 6 Stocks Will Retire You by 2030 I DONT JUST SAY STUFF...I BACK IT WITH REAL DATA. $ASTS — $80 → $600 $NBIS — $95 → $300 $KRKNF — $6 → $60 $ONDS — $10 → $75 $PLTR — $130 → $500 $TE — $6 → $60 Infrastructure. Defense. AI. Space. Energy. Every one tied to long-term government demand, real contracts, and tailwinds that don’t disappear next quarter. You don’t need 50 stocks. You need CONVICTION & PATIENCE.

These 12 picks are going to create millionaires in 2026: 1. IREN Limited ~ $IREN 2. Cipher Mining ~ $CIFR 3. Amazon ~ $AMZN 4. Palo Alto Networks ~ $PANW 5. Ondas Holdings ~ $ONDS 6. T1 Energy ~ $TE 7. Zeta Global ~ $ZETA 8. Rocket Lab ~ $RKLB 9. UiPath ~ $PATH 10. One Stop Systems ~ $OSS 11. Nebius Group ~ $NBIS 12. Robinhood ~ $HOOD Most people will scroll past this. A few will actually buy. That's always how it works.

They loved it then but hate it now… $SOFI at $32 not $20 $IREN at $76 not $42 $CIFR at $25 not $15 $ZETA at $24 not $15 $FLNC at $33 not $17 $PATH at $19 not $11 $RKLB at $99 not $74 $ONDS at $15 not $11 $TEM at $104 not $55 $OSCR at $23 not $13 $NFLX at $134 not $77 $UBER at $102 not $72 $ASTS at $129 not $84 $UBER at $102 not $72 $NBIS at $141 not $100 $HOOD at $153 not $75 $PLTR at $207 not $135 $LMND at $100 not $65 $MSFT at $555 not $399 $META at $796 not $638 $AMZN at $258 not $204 $CRWD at $566 not $415 $SNOW at $280 not $176

Assets Ranked by Market Cap. #Gold is the clear #1, with #Nvidia (#NVDA) far behind at #2, and #Silver a hair behind at #3.

Remember the tariff dip of April 2025? Well these stocks are on sale again. $NOW -57% 🔴 $ORCL -54% 🔴 $HOOD -51% 🔴 $AXON -51% 🔴 $IREN -45% 🔴 $EOSE -44% 🔴 $ONDS -41% 🔴 $SHOP -38% 🔴 $PLTR -37% 🔴 $TE -37% 🔴 $CIFR -36% 🔴 $APLD -34% 🔴 $ARM -33% 🔴 $NBIS -31% 🔴 $MSFT -28% 🔴 $PANW -26% 🔴 $AMZN -23% 🔴 $AVGO -22% 🔴 $META -19% 🔴 $NVDA -14% 🔴 These dips will be remembered the same way we remember April 2025. The people who bought the fear built generational wealth. History is giving you another chance. Not financial advice. Do your own research.

Reminder for the next bull run: LEADERS BY THEME Core AI & Cloud Platforms (foundational, mega-cap liquidity leaders) $MSFT $AMZN $GOOGL $ORCL AI Compute, Semis & Networking (the real picks-and-shovels) $NVDA $ASML $AMD $AVGO $MU $LRCX $ANET $ARM Data, AI Software & Analytics (where AI turns into revenue) $PLTR $SNOW $MDB $DDOG Cybersecurity (AI-Driven Spend) (non-discretionary budgets) $CRWD $PANW $ZS $NET Defense, Space & Gov Tech (geopolitics + contracts + long-duration spend) $RKLB $ASTS $LUNR $PLTR $RTX $LMT $NOC $ONDS Energy, Power & Storage (AI Bottlenecks) (everything AI depends on) $SMR $OKLO $BWXT $CCJ $CEG $IREN $NBIS $EOSE Enterprise AI Applications (second-order winners) $NOW $CRM $ADBE $INTU Robotics & Automation (physical AI) $TSLA $NVDA $ISRG Digital Finance & Trading Platforms (retail leverage + activity cycles) $HOOD $SOFI Crypto & Digital Asset Leverage (high beta, liquidity-driven) $MSTR $COIN Bull markets don’t reward perfect categorization They reward clear narratives, leadership, and liquidity

Got a $1M windfall? Here is how you should invest to never work again! - $NBIS 12.5% - $IREN 12.5% - $SOFI 10% - $ZETA 10% - $OSCR 10% - $MELI 10% - $HROW 10% - $NU 10% - $META 7.5% - $GOOGL 7.5%

Four current setups worth keeping an eye on — and their next targets: 1. $AMZN – I expect the stock to bottom very soon in the $183–$165 range. My preferred next target is around $324. 2. $AMD – Strong setup, but there’s still a risk of a deeper pullback. I’ve placed a buy order and shared it with all subscribers. Next target: at least $344. 3. $UNH – I won’t enter before $211.10 is reached. However, once it hits that level, the stock becomes increasingly interesting. Next target: the green line at $357.63. 4. $META – As long as the stock holds above the red support at $600.00, I remain fully bullish. My preferred next target is around $1,220, which I consider a potential cyclical top. What are your thoughts on these picks? Did I miss one?

BULLISH NAMES TO FOLLOW BY SECTOR Strongest names right now even in Market Weakness: Memory: $SNDK $MU $WDC $STX Foundries: $TSM $SKYT Chip Equipment: $AEHR $AMAT $LRCX $ASML Data Centers: $VRT Cloud: $FSLY $DOCN Electronics: $POWL $FIX $VICR $ON HPC: $APLD $WULF Energy: $BE $NXT $ENPH Networking: $LITE $VIAV Rare Earths: $CRML $USAR Critical Minerals: $UAMY $UUUU Drones: $RCAT Space: $SATL $RKLB $VSAT Biotech: $IBRX

Investing in these 6 stocks will make you generational wealth in 2026: $IREN is a $80 stock trading at $42. $ASTS is a $250 stock trading at $100. $RKLB is a $140 stock trading at $72. $NOW is a $220 stock trading at $108. $AMZN is a $330 stock trading at $208. $MSFT is a $600 stock trading at $410. Take advantage of all pullbacks on these names, & you’ll thank yourself later that you did. Save this post to look back on later…

$TMUS blue skies

$GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx. Here’s how that money flows through the AI stack: GPUs, Accelerators • $AMD provides second source AI GPUs with MI300 & MI400 series • $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production ASICs, TPUs, Design Services • $MRVL provides interconnect & custom silicon for AI racks • $ARM supplies CPU architecture across hyperscaler server fleets • $CDNS enables hyperscaler AI chip development through EDA tools • $AVGO builds custom AI silicon & networking ASICs for hyperscalers • $SNPS powers hyperscaler silicon roadmaps with chip design software Memory • $MU supplies HBM & advanced DRAM for AI accelerators • $SNDK supplies NAND flash for hyperscaler storage layers • $WDC provides high capacity storage for AI data pipelines Networking • $CRDO supplies high speed SerDes for AI interconnect • $COHR provides lasers & photonics for optical networking • $ALAB delivers connectivity silicon for rack scale AI systems • $ANET powers high speed switching inside hyperscaler AI clusters • $GLW supplies fiber & optical materials for data center connectivity Foundry & Advanced Packaging • $KLAC process control for yield & reliability • $LRCX etch & deposition tools for chip scaling • $TSM advanced logic manufacturing for AI chips • $AMAT wafer fab equipment for advanced nodes • $ASML EUV lithography enabling leading edge nodes • $AMKR advanced packaging & test for AI accelerators • $INTC domestic foundry & advanced logic manufacturing for AI chips AI Utility Layer • $IREN builds down into power + compute • $NBIS builds across the software + developer layer • $CIFR rents out the physical layer through long-term leases • $CRWV provides on demand GPU cloud capacity for AI workloads Energy & Power • $FSLR adds incremental utility scale solar capacity • $CEG delivers nuclear baseload for large data center clusters • $NEE builds large scale renewable capacity for grid expansion • $VRT controls cooling & power systems inside AI data centers • $VST supplies dispatchable power for hyperscaler grid demand • $BE provides on site power that bypasses the grid for AI clusters • $EOSE enables long duration storage for 24/7 data center power • $SMR develops small modular reactors for future nuclear buildouts • $OKLO provides “local nuclear plant” that the AI economy will require • $GEV supplies turbines, transformers & grid hardware for grid rebuild