RG | Zeek

Most people are still buying yesterday's stocks while the next decade is being built right in front of them. This is my personal watchlist! AI, quantum computing, and space are infrastructure shifts. The kind that made $NVDA a $3T company. The kind that made early Amazon holders generational wealth. Here's what I'm watching and why 👇 ⚡ AI INFRASTRUCTURE Every hyperscaler on earth is in a race to build AI data centers. The bottleneck isn't intelligence it's POWER and CHIPS. $MRVL — Custom AI chips, 18 hyperscaler design wins, NVDA just invested $2B into them. Growing 42% YoY to $8.2B revenue. This is the next chip giant being built in real time. $IREN — Owns 4.5GW of secured power. Just energized 1.4GW in Texas. Microsoft deal. And NVIDIA just signed a $3.4B cloud deal with them + the option to take a $2.1B stake. The power IS the moat. $VRT — Every AI data center needs cooling & power management. Up 270% in a year. $13.75B revenue guided for 2026. You don't need to pick the winning chip you just need the picks and shovels. $CRWV — $66.8B backlog. OpenAI + Meta deals worth $46B+. The cloud is being rebuilt for AI and CoreWeave is laying the foundation. ☢️ NUCLEAR AI needs power. A LOT of it. Nuclear is the only energy source that can deliver reliable, carbon-free gigawatts at scale. $VST — Already cash flowing. Meta just signed a 20-year PPA with them. Second largest competitive nuclear fleet in the U.S. This is nuclear money NOW, not later. $OKLO — Pre-revenue but NRC just approved their reactor design. Meta deal for 1.2GW by 2030. Earnings Monday. Watch closely. 👀 ⚛️ QUANTUM COMPUTING I'll be honest this is a decade play. Don't bet the farm. But don't ignore it either. $GOOGL — The smart money's quantum pick. Willow chip making real breakthroughs. Profitable business behind it. This is how you get quantum exposure without the lottery ticket risk. $IONQ — Largest pure-play. Real revenue. Available on AWS, Azure & Google Cloud. Still speculative but the most credible of the pure-plays. 🛰️ SPACE This is the one most people are sleeping on the hardest. $LUNR — NASA. Boeing. Northrop Grumman. L3Harris. Blue Origin. DOD contracts. $3.2B backlog. Guiding to $1B revenue in 2026. Building the infrastructure for humans to work on the Moon and now expanding into national security space. Earnings May 14. 👀 $RKLB — Just ran 25%+ today on earnings. $805M defense contract. Selected for the $46B EWAAC contract. The SpaceX of the public markets. $ASTS — Satellite connectivity with AT&T, Verizon & Vodafone locked in. Earnings Sunday. Options pricing in a 20% swing. High risk, high ceiling. The theme across ALL of these? They're not moonshots. They're infrastructure. The world NEEDS what these companies are building AI needs chips, chips need power, power needs nuclear, and all of it eventually goes to space. Do your own research. Size your positions with risk in mind. But if you're still only in legacy stocks while this is happening that's worth thinking about.

@GAndersonTrades I’ll do 50% as well and stick to redbulls, that should make a whole 100% !

This week I will be cutting my water intake by 50% in support of datacenters 🙏

@ZeekTyt im too dumb

this is a chess fanpage now

@BitcoinTeacher_ @KobeissiLetter Yes

@ZeekTyt @KobeissiLetter It’d be bad wouldn’t it

Shocking stat of the day: Nvidia, $NVDA, now accounts for a record 8% of the S&P 500’s market cap and is now larger than 7 of the index's 11 sectors. The only bigger sectors are Information Technology, Financials, Communication Services, and Consumer Discretionary. Its market cap exceeds the Utilities, Real Estate, and Materials sectors combined. It is also larger than the entire economy of Germany, the world's 3rd-largest and Europe's biggest. $NVDA has contributed 20% of the S&P 500's +9% return year-to-date. The rise of Nvidia is unprecedented.

@InvestingAddict Yessir 🫡

I will be a multimillionaire one day. Believe that.

@BitcoinTeacher_ @KobeissiLetter Bro stop

@KobeissiLetter wtf happens to $VOO is NVDA crashes

@kylekuzma He knows ball for sure 👇🏽 quantum computing is going to change everything

Quantum compute.

@valerijatrades1 You think one is coming ?!

@ZeekTyt I need a little dip first

$MU From $750 → $4,500 👀

@antibearthesis Bro has the ultimate cheat code

@ZeekTyt bro trump is saving lives🤣

Trump is telling you which stocks to buy In 2025 he called: $INTC at $20 → +500% In 2026 he’s giving you: $MU at $750 Same movie again?

@antibearthesis That would be crazy 😳

@ZeekTyt oh my god can you imagine micron in the mag 7👀

@ZeekTyt Winners

Power players actively building AI/HPC data centers w/ secured capacity (May 2026): $IREN : 810MW op + 2.1GW under const (2.9GW+ secured, multi-GW pipeline) $APLD : ~100MW online, 700MW+ under const/building (400MW+ contracted) $SLNH : 147MW mgmt, 300MW+ Kati2/Dorothy3 advancing (4.3GW pipeline, renewables) $CORZ: ~500MW+ HPC contracted w/ CoreWeave, building expansions (1.3GW+ power) $HUT: 597MW AI contracted, 1GW+ campus builds $CLSK /MARA/WULF: Large secured power pivoting to AI/HPC Power bottleneck = opportunity.

@Brownmoose You got this man, it’ll challenge you in a good way and you’ll be better every single day

@ZeekTyt Thanks ! It put more pressure on me to post quality DD post so it make me be better too 😁😆

Wow thank you to all new subs joining today ! 3 new ticker to add to watchlist and Snipe on open shared today !! Still in 3 others from last week and up massively on them. $BB $OUST $DELL Lets go for a other week of easy gains 😎💃

@amitisinvesting So much respect for you, a lot of people take that for granted.

The older I get, the more I realize that the freedoms I get to enjoy in this country are only because of people who gave up their lives in order to create the possibility for future generations to experience freedom. Deeply proud to be an American and dedicated to making sure I never forget why I even get to have a chance to pursue the American dream 🇺🇸

@BitcoinTeacher_ Destroy the USD and use stable coins 🪙 👀

Holy S$@#! This is actually insane. Is his goal to just destroy the USD? Do Trump kid accounts offset the borrowing he is doing against that generation?

@InvestingAddict 🔥📈📈

Every Italian investor waiting on their pizza and Aperol spritz with their portfolios at all time highs.

@BitcoinTeacher_ @InvestingAddict That man is set for life already! Such a beautiful thing to see

@InvestingAddict What’s awesome is you could orally never invest again and be set. Especially if Bitcoin works out. But the more you grind now, earlier you can escape. Can’t wait for the I retired tweet

Index funds come before stocks for me. Here’s my current portfolio setup not including my 401k or Bitcoin. Individual stocks make up less than 10% of my investments and I don’t plan on adding to it. Right now my priority is increasing my $VOO and $QQQM positions.

@Ashton_1nvests He’s plugged in 👀 $NVDA

Kyle Kuzma is bullish on $NVDA ???