@seancuono $RKLB dropping to $90? Bold call. Most people are super bullish on it rn
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amaramawi
221 posts
Huge price swings I could see in these stocks by the end of the year 📈
$VST $150 → $250
$SOFI $15 → $28
$HOOD $75→ $130
$SHOP $100 → $150
$RKLB $135 → $90
$NVDA $220 → $275
$INTC $120 → $85
$MU $750 → $1000
How do you see the near-term movement for these stocks?
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rswancpa really said 'here’s how to actually get rich' and dropped the receipts 😂
$NVDA carrying the market, $LRCX printing machines, $CDNS making sure the chips don’t suck.
I’m not saying I’m genius but… my portfolio is now 70% this list.
Bob's@rswancpa
Most people will chase 100 different stocks by 2030. You just need these 10. The 2030 millionaire cheatsheet: $NVDA — $210 Must buy — Evercore just raised target 17% to $413, BofA to $350. Blackwell Ultra ramping, Q2 guide ~$91B. The AI brain. $GNRC — $270 Must buy — Jefferies upgraded to Buy, $302 target. Generative backup gens for AI data centers. $600M non-binding LOI. The grid's insurance policy. $NOK — $15 Must buy — Morgan Stanley raised to $16.5, says Nokia is "the biggest beneficiary of AI & cloud capex cycle". Optical & IP now growing 18-20%. $LRCX — $300 Must buy — Morgan Stanley upgraded to Overweight, new target $331. Every AI chip needs 2nm lithography. Record WFE spend = Lam wins. $ZS — $180 Must buy — B. Riley upgraded to Buy. Down 50% from highs. AI attack surface explodes → zero-trust gets repriced. Earnings May 26. $ADI — $392 Must buy — Q2 rev +37% YoY to $3.62B, Non-GAAP EPS $3.09, raised Q3 guide. Analog chips power every AI server. Quiet 2x in 12 months. $FIG — $22 Must buy — Q1 rev +46% to $333M, EPS $0.10 crushed $0.06 est. Net $ retention 139%, AI Design Agent beta out. Growth re-accelerated. $PTON — $5.5 Must buy — Q3 rev $630.9M beat, swung to $26.4M profit. Raised full-year guide. Market finally digesting the turnaround. $IBM — $252 Must buy — $1B from US gov's $2B quantum fund. Building first dedicated 300mm quantum foundry with its own $1B match. The quantum nationalist play. $CDNS — $370 Must buy — Custom silicon design software. Every XPU needs Cadence. Hyperscaler AI chip boom = royalty stream. The enabler behind $AVGO's $73B backlog. AI Chips | Data Center Backup | Optical Networking | Semi Equipment | Cybersecurity | Analog Semis | Design SaaS | Turnaround | Quantum | EDA Software Which 2 are you loading up on for the next decade? NFA
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Spot on. This move has hopium written all over it.
Not FOMOing anymore. Taking some chips off the table.
Penny@Pennyboycrypto
S&P 500 ripping higher — up almost 19% in just 7 weeks 🔥 Look at this chart. Violent rebound. But here’s the real breakdown of what’s actually driving it: 1. Iran “Peace Deal” Hopium → Oil crashing + yields dropping 2. AI + Tech stocks still going strong ($NVDA, $MU, $AVGO etc.) 3. Capital rotating back into risk Everyone wants to call this the start of a new bull run. But let’s be honest — a huge chunk of this move is pure rumor-driven hopium. The Iran deal isn’t signed. It’s all tweets and speculation. I’m enjoying the ride… but staying cautious. Opportunist, not Maximalist. You think this rebound has legs or we get a sharp reversal when the hopium fades?
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@StockSavvyShay Azure reaccelerating to 40% while the stock goes nowhere for 2 years? This is the kind of disconnect that creates 50%+ moves when the market finally wakes up.
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$MSFT two years ago:
• ~$420/share
• Azure growing ~30% with $235B commercial RPO
• AI revenue barely measurable
$MSFT today:
• ~$420/share
• Azure re-accelerated to 40% growth with $627B Commercial RPO (+99% YoY)
• $37B AI ARR (+123% YoY) with 20M+ Copilot seats (+250% YoY)
• Maia 200 custom silicon in production
Same stock price two years later but AI business behind it is unrecognizable.
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amaramawi retweetledi
I’ll only say this once.
This might be the fastest realistic way to build serious wealth by the end of 2026.
My updated AI & Frontier Tech Watchlist (Today’s Hot Stocks Edition):
$VRT — $326 Must Buy
$APP — $476 Must Buy
$UPST — $26 Must Buy
$ASTS — $102 Must Buy
$BILL — $36 Must Buy
$TOST — $22 Must Buy
Here’s why each one belongs here:
$VRT: Data center power, cooling & infrastructure leader. Hyperscalers can’t build AI clusters without it.
$APP: AI-powered advertising and gaming monetization machine. Crushing earnings and user growth.
$UPST: AI-driven lending platform disrupting traditional credit with superior risk models.
$ASTS: Space-based direct-to-cell satellite broadband. Massive TAM connecting the unconnected.
$BILL: AI-powered financial automation and spend management platform for businesses.
$TOST: Digital operating system for restaurants going fully AI-powered with strong SaaS economics.
No hype. No lottery tickets. Just real companies building the AI infrastructure, fintech, space, automation, and enterprise layers of the next decade.
They keep asking why I don’t charge for this.
Simple: I’ve made enough. Sharing conviction plays I actually believe in is my hobby now.
Save this post. Check back December 2026.
NFA
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amaramawi retweetledi
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $SMCI — AI server & liquid cooling infrastructure leader exploding with hyperscaler demand.
2. $DELL — Enterprise AI infrastructure and data center solutions powerhouse.
3. $WDC — High-performance storage backbone for massive AI training clusters.
4. $PSTG — Flash storage pure play powering next-gen AI workloads.
5. $NET — Edge computing & security network essential for global data centers.
6. $MDB — Modern database platform built for real-time AI applications.
7. $OKTA — Identity & access security leader for the AI-first workforce.
8. $HUBS — AI-powered CRM and marketing automation platform.
9. $APP — AI-optimized mobile advertising and app economy machine.
10. $CRSP — CRISPR gene-editing pioneer transforming medicine and biotech.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
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@Christo46444155 Top 3 for me: $ASTS, $LITE, $BE.
Space internet + optics + clean power = the holy trinity of future tech.
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10 stocks. 1 decade. Millionaire potential.
2036 target:
$IONQ — $62 Must buy — Trapped-ion quantum computing leader, scaling commercial systems with major enterprise & government contracts
$ASTS — $103 Must buy — Space-based cellular broadband pioneer, satellite constellation rapidly deploying for global coverage
$LITE — $958 Must buy — Optical transceiver and component kingpin powering high-speed AI data center interconnects
$COHR — $380 Must buy — Laser and photonics leader enabling next-generation optical networks and AI infrastructure
$AMKR — $65 Must buy — Advanced semiconductor packaging powerhouse, critical for AI chip scaling and CoWoS alternatives
$CRDO — $210 Must buy — High-speed connectivity solutions essential for AI server and data center fabric
$BE — $306 Must buy — Solid oxide fuel cell technology delivering clean, always-on power for hyperscale data centers
$SYM — $52 Must buy — AI-powered robotics and warehouse automation transforming logistics for the AI economy
$RKLB — $132 Must buy — Leading small satellite launch provider supporting space infrastructure and constellation growth
$ACLS — $155 Must buy — Ion implantation equipment leader critical for every advanced semiconductor manufacturing node
AI Quantum | Space Broadband | Optical Infra | Photonics | Advanced Packaging | High-Speed Connectivity | Clean Power | AI Automation | Satellite Launch | Semiconductor Equipment
Which 2-3 are you loading up on for the next decade? Drop your picks below 👇
NFA
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@StockXSoldier Solid long-term plays. I’m already in $ANET, $EQIX, and $ISRG. Might add $CEG and $ARM on the next dip.
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Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $ARM — AI architecture powerhouse, AGI CPU ramp with $2B+ committed demand and data center pivot.
2. $ASTS — Space-based cellular broadband leader, satellite constellation scaling fast for global connectivity.
3. $ISRG — Robotic surgery & medical automation pioneer, expanding into AI-powered procedures.
4. $ANET — High-speed networking leader powering AI data center clusters.
5. $EQIX — Premier data center REIT with massive hyperscaler expansions.
6. $CEG — Nuclear energy giant fueling AI power demand with new SMR projects.
7. $AVAV — Autonomous systems & drone leader for defense and industrial AI.
8. $PATH — AI-powered process automation platform for enterprises.
9. $GLW — Fiber optics & glass backbone enabling high-speed AI interconnects.
10. $TER — Semiconductor test equipment essential for advanced AI chip production.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
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@Pennyboycrypto The 8 names that actually matter in the AI infrastructure supercycle.
Not selling any core positions — just adding at these opportunistic levels. The next 5-10 years are going to be massive.
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Elon: “True” 🔥
Jensen: AI will drive world GDP to $300T–$500T+
May 2026 — My Top 8 AI Infrastructure Plays Right Now:
1. $MU — HBM leader (sold out through 2026-2027) → **Opportunistic entry: $683–$730**
2. $NVDA — The AI conductor → **Opportunistic entry: $205–$225**
3. $AVGO — Custom ASICs + networking → **Opportunistic entry: $380–$420**
4. $TSM — Foundry backbone → **Opportunistic entry: $360–$400**
5. $ASML — Lithography monopoly → **Opportunistic entry: $1,480–$1,540**
6. $ANET — High-speed networking essential → **Opportunistic entry: $135–$142**
7. $VST / $CEG — Power & energy plays (Jensen 1000x demand) → **Opportunistic entry: current weakness**
8. $CRWD — AI-native cybersecurity → **Opportunistic entry: $589–$635**
Opportunist, not Maximalist.
These are my opportunistic buy zones on weakness — not “buy at market”.
The real buildout for abundance is still early.
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@Pennyboycrypto @elonmusk Using AI to analyze earnings calls and build models. Best tool I’ve added in years. What about you?
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Red day but green mindset.
Jensen’s message + Leopold’s infra hedge = the real story. Didn’t sell, stayed opportunistic, and added on weakness. RT if you’re still long-term bullish on AI.
Penny@Pennyboycrypto
Another red day for semis, but the bigger picture is still intact. 🔥 $MU -5.95% $AVGO -1.05% $NVDA -1.33% $AMD -0.73% While the chip names are getting hit, we’re seeing relative strength in Finance ($BRK.B +1.18%, $JPM +0.98%, $V +2.12%) and selective resilience elsewhere. Jensen’s 1,000x compute/energy message and Leopold’s infra hedge aren’t wrong — the physical + software buildout continues underneath the volatility. I didn’t sell. Staying opportunistic on weakness. Opportunist, not Maximalist. Red days test conviction. Real compounding happens here. Are you buying any dips today, or sitting on the sidelines? Drop your move below 👇 RT if you’re still long-term bullish on AI infrastructure.
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@Pennyboycrypto This 13F screams 5-10 year horizon.
NVIDIA isn’t chasing short-term gains — they’re positioning themselves as the backbone of AI infrastructure for the next decade.
Patient capital at its finest.
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NVIDIA just revealed what they’re buying with real money 🔥
$INTC — 214 million shares
$NOK — 166 million shares
$CRWV — 47 million shares
$COHR — 7 million shares
Here’s the interesting part:
When the smartest capital allocator in tech starts quietly loading up on these names, it triggers something deep in our psychology — **FOMO + social proof**.
We don’t just see the numbers. We feel the signal: “If Jensen is buying at this scale, maybe I shouldn’t be on the sidelines.”
My observation? This isn’t random. Jensen isn’t just selling GPUs anymore — he’s taking ownership across the entire AI stack. Chips, networking, optics, infrastructure. Vertical integration in action.
The psychology of smart money is powerful. People copy winners. And right now, Nvidia is voting with billions.
No hype. Just capital allocation doing the talking.
Curious — does seeing big players like Nvidia load up on these names make you more likely to research them… or do you still prefer to go your own way?
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amaramawi retweetledi
amaramawi retweetledi
Remember a few days ago when I put $MU in the 2036 Watchlist and said it was one to watch?
Look at it now.
+13.16% today
Massive green candle
New highs
My observation? When the AI memory bottleneck (HBM) really kicks in, the companies that actually make the critical chips don’t just move — they explode. This is exactly why I keep highlighting these infrastructure plays.
No hype. Just the physical buildout getting paid in real time.
If you bought when I posted… congrats.
If you didn’t… be honest — you regretting it yet? 😂
Penny@Pennyboycrypto
Part 2 — Another 10 stocks I’d hold until 2036 (after seeing all the comments on yesterday’s list 🔥) 1. $AVGO – Broadcom (AI networking + custom ASICs backbone) 2. $SMCI – Super Micro (AI server hardware king) 3. $MU – Micron (HBM memory powering the entire AI stack) 4. $TSM – TSMC (the foundry that makes the chips everyone needs) 5. $GEV – GE Vernova (power generation & grid modernization) 6. $SMR – NuScale Power (small modular nuclear reactors) 7. $VST – Vistra (clean + nuclear power scale play) 8. $ARM – Arm Holdings (chip architecture for AI/edge devices) 9. $ETN – Eaton (already in yesterday’s list but doubling down — power management) 10. $FIX – Comfort Systems (data center construction & HVAC infra) No hype. No lottery tickets. Just the real infrastructure, power, chips, and buildout plays that have to get built over the next decade. My observation? The comments yesterday showed everyone’s laser-focused on the same bottlenecks — power, cooling, memory, and actual manufacturing scale. These names sit right in the middle of it. What would you add or remove from this Part 2 list?
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@StockXSoldier Finally a no-nonsense 2035 list that actually makes sense. VOO + NVDA + ASTS is my core right now. The rest I’ll DCA into over time. Boring beats brilliant is facts. Saving this and checking back in 9 years.
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You're a millionaire in 2035.
This is all you did (cheatsheet):
Keep it extremely simple, boring and concentrated.
My favorite 10 plays:
1. $IONQ — quantum computing
2. $IREN — AI + Bitcoin mining
3. $ASTS — space mobile
4. $VOO — the boring king
5. $DRAM — memory supercycle
6. $GOOG — AI search moat
7. $TSLA — autonomy or bust
8. $NVDA — still the pickshaw
9. $AMD — catch-up trade
10. $POET — high risk, high reward
Boring beats brilliant.
Save this. Check back in 2035.
Which one would you swap out?
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@chadhawley21 Clean execution Chad! $51 → $62.33 and climbing.
Bitcoin miner → AI powerhouse transformation is getting stronger by the day. $70 incoming.
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@2wayWatson Own all three but MU is my dark horse. NAND pricing supercycle + HBM3E ramping. 133% YTD and still only 12x forward earnings. Criminally undervalued vs hype names.
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🚨BREAKING:
Three tickers. One theme. AI infrastructure.
$INTC +4% (↑206% YTD)
$AMD +18% (↑96% YTD)
$MU +4% (↑133% YTD)
Apple fab speculation. Record data center revenue. $700B market cap.
The rotation into AI hardware is accelerating.
Who’s your top pick here? $INTC, $AMD or $MU?
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BREAKING:
$FLEX just exploded +46.92% THIS WEEK!
Breakout officially confirmed 🔥
Massive Supply Chain + AI Buildout narrative kicking in hard.
Been DCAing the dips exactly according to plan, and this weekly candle just validated the entire rising channel setup.
Still happy to add on any healthy pullback. Long-term average cost target remains $75–85.
Who’s holding $FLEX or jumping in on this breakout? Let’s see it 👀
Uncle Sam’s Stocks@chadhawley21
🚀 FLEX Long-Term Bullish DCA Plan – May 2026 Edition Current price: ~$133.5 (right at major resistance) I’m not chasing the top. My plan is simple: buy the dips in this rising parallel channel. Total example allocation: $10,000 (scale to your size) 📍 My 4-Batch DCA Levels: 1️⃣ $95–100 → 25% ($2,500) 0.382 Fib + channel midline (first test) 2️⃣ $78–82 → 30% ($3,000) ← SWEET SPOT 0.5 Fib + midline (where I’m loading heaviest) 3️⃣ $64–68 → 30% ($3,000) 0.618 Fib + lower band (core bull support) 4️⃣ $48–52 → 15% ($1,500) Optional 0.786 Fib (deep dip bloodbath zone only) Expected average cost after full DCA: $75–85 🎯 Take Profit Targets: • TP1: $145–152 → trim 30% • TP2: $190+ • Long-term vision: $200+ if it respects 0.618 support Weekly chart looking clean with Fibs + rising channel. Attached 👇 Who’s building FLEX with me on these dips? 💪
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amaramawi retweetledi
If you invested $10,000 in SanDisk $SNDK exactly one year ago, you'd have approximately $415,000 today.
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