Leopold Stock Tracker

A week ago, I gave you: - $TE from $6 to $10 (66.67%) - $IREN from $46 to $61.47 (33.63%) - $CLSK from $13 to $17 (30.77%) - $WYFI from $23 to $33 (43.48%) - $APLD from $36 to $48 (33.33%) - $HIVE from $3.1 to $4.3 (38.71%) - $KEEL from $4 to $5.3 (32.50%) Next alert dropping soon! If you are not following us with notifications turned on, you might miss our next alerts.

9. AI Security & Control Systems As AI systems become more autonomous, security, governance, monitoring, and control mechanisms will become essential for safe and reliable deployment. The Trust Bottleneck: $CRWD — CROWDSTRIKE $PANW — PALO ALTO NETWORKS $ZS — ZSCALER $CHKP — CHECK POINT SOFTWARE $OKTA — OKTA

9 AI Infrastructure Bottlenecks That Could Define the Next 5–10 Years The biggest investment opportunities in AI for retail investors may not come solely from the companies building the most advanced models. Many of the leading AI developers, such as OpenAI and Anthropic, remain private, limiting direct participation for most retail investors. However, the companies building the infrastructure that enables AI to scale are largely public and presents some of the most compelling investment opportunities within the AI ecosystem. As AI adoption accelerates, these are the 9 infrastructure bottlenecks I believe could define the next phase of growth: 1. Power Infrastructure AI's growth is increasingly constrained by access to reliable and scalable power. The future of AI will require massive investments in energy generation, transmission, and grid modernization. The Electricity Bottleneck: $VST — VISTRA $TE — T1 ENERGY $CEG — CONSTELLATION ENERGY $TLN — TALEN ENERGY $BE — BLOOM ENERGY

8. Robotics & Physical AI The next frontier of AI extends beyond software and into the physical world. Scaling robotics and autonomous systems will require breakthroughs in hardware, sensors, manufacturing, and real-world intelligence. The Physical Intelligence Bottleneck: $TSLA — TESLA $ROK — ROCKWELL AUTOMATION $SYM — SYMBOTIC $TER — TERADYNE $ISRG — INTUITIVE SURGICAL

7. Data Ownership As high-quality training data becomes more valuable and increasingly scarce, proprietary datasets may become one of the most durable competitive advantages in AI. The Data Scarcity Bottleneck: $RDDT — REDDIT $PLTR — PALANTIR TECHNOLOGY $RELX — RELX PLC $SPGI — S&P GLOBAL $MCO — MOODY'S CORP

6. Cooling The rapid increase in compute density is pushing traditional cooling systems to their limits. Advanced cooling technologies will be essential to support the next generation of AI infrastructure. The Thermal Bottleneck: $VRT — VERTIV $MOD — MODINE MANUFACTURING $JCI — JOHNSON CONTROLS $TT — TRANE TECHNOLOGIES $CARR — CARRIER GLOBAL

5. Memory AI models require enormous amounts of memory bandwidth and capacity. HBM, DRAM, NAND, advanced packaging, and emerging memory technologies are becoming increasingly important to AI performance. The Memory Bottleneck: $MU — MICRON TECHNOLOGY $SNDK — SANDISK $WDC — WESTERN DIGITAL $SKHYNIX — SK HYNIX $SSNLF — SAMSUNG

4. Networking & Photonics As AI clusters grow larger, moving data efficiently becomes just as important as processing it. High-speed networking, optical interconnects, and silicon photonics will play a critical role in scaling next-generation AI systems. The Data Movement Bottleneck: $LITE — LUMENTUM $MRVL — MARVELL TECHNOLOGY $CIEN — CIENA CORP $ANET — ARISTA NETWORKS $AAOI — APPLIED OPTOELECTRONICS

3. NeoClouds Demand for AI compute continues to outpace supply. NeoCloud providers are emerging as a critical layer of the AI stack, providing businesses with access to GPUs, AI infrastructure, and specialized cloud services. The Compute Access Bottleneck: $NBIS — NEBIUS $CRWV — COREWEAVE $MARA — MARA $HIVE — HIVE TECHNOLOGIES $WYFI — WHITEFIBER

2. Data Centers AI requires purpose-built facilities capable of supporting unprecedented levels of compute density, power consumption, and connectivity. Data centers are becoming the factories of the AI economy. The Physical Infrastructure Bottleneck: $IREN — IREN LTD $CORZ — CORE SCIENTIFIC $APLD — APPLIED DIGITAL $WYFI — WHITEFIBER $CLSK — CLEANSPARK

🚨 IMPORTANT: This is not financial advice, and none of my analysis constitutes a buy or sell signal. Do your own research. Subscribers can DM me only on X for stock analysis. I am not available on WhatsApp, Telegram, or any other platform for DMs, BEWARE OF SCAMMERS. If you are not following us with notifications turned on, you may miss our next alerts.

@crazyleslie Almost 96% locked, just for a short term flip to buy back the dip

@LeopoldATracker Even if I knew it would go up 50 points tomorrow, I still wouldn't touch this IPO.

Everyone who bought $SPCX during the SpaceX IPO now…

It turns out these calls paid out heavily. June 9–10 Entries: $IREN — +21.15% $NBIS — +31.00% $DRAM — +27.55% About one week later, the average return across all three positions is +26.6%. Who’s ready for the next three high-conviction picks? Repost, like and comment " $NBIS "

@mymoneytrades 😁

@LeopoldATracker It's so bad, that even Cathy wood is in profit.

4. $WDC - Western Digital (PEG ~0.50x) Q3 FY2026 revenue reached $3.34B, up 45% YoY and ahead of consensus expectations. The Cloud business generated approximately $3.0B, representing 89% of total revenue, driven by accelerating deployment of high-capacity nearline storage across hyperscale and AI data centers. Diluted EPS has rebounded from a loss of -$5.44 in 2023 to $16.79, reflecting substantial operating leverage and improving pricing dynamics. The company delivered 222 exabytes during the quarter, including a record mix of next-generation enterprise drives, while achieving a record 50.5% gross margin. With long-term customer agreements extending into future capacity cycles, Western Digital remains a core structural beneficiary of the AI storage buildout.

Rising EPS is one of the clearest signs of a strong business, reflecting improving profitability and execution. The PEG ratio combines price and expected growth to provide a clearer view of valuation. A PEG ratio below 1 generally suggests growth is outpacing valuation. Here are 4 memory stocks with rising EPS and attractive PEG ratios:

3. $STX - Seagate Technology (PEG ~0.64x) Q3 FY2026 revenue reached $3.11B, up 44% YoY and above the high end of guidance. The Data Center business continued to anchor performance, accounting for approximately 88% of exabyte shipments and 80% of revenue, supported by sustained hyperscale cloud investment. Diluted EPS has recovered from a loss of -$2.56 in 2023 to $10.54, driven by expanding margins and significant operating leverage. The Mozaic 4 HAMR platform has entered revenue shipments and is expected to become the majority of HAMR exabyte shipments exiting calendar 2026, while nearline storage capacity remains heavily allocated into calendar 2027. Seagate continues to strengthen its position as a leading mass-capacity storage provider for the AI infrastructure cycle.

2. $SNDK - SanDisk Corp (PEG ~0.04x) The NAND flash market continues to recover as structural supply discipline and accelerating AI infrastructure investment improve industry fundamentals. Enterprise Flash and high-performance SSD products are benefiting from growing demand for ultra-fast storage across AI training and inference workloads. Diluted EPS has rebounded from a loss of -$14.78 in 2023 to $29.26, reflecting a dramatic improvement in pricing and operating leverage. The company continues to expand next-generation PCIe Gen5 enterprise SSDs and high-density QLC flash architectures designed for large-scale AI deployments. SanDisk represents a high-beta flash memory and enterprise storage opportunity leveraged to the long-term growth of AI infrastructure.

1. $MU - Micron Technology (PEG ~0.34x) Q2 FY2026 revenue reached $23.86B, up 196% YoY and ahead of consensus expectations. The Compute and Networking segment continues to benefit from aggressive AI cloud infrastructure investment. Diluted EPS has rebounded from -$5.34 in 2023 to $21.20, supported by stronger pricing power and an increasingly favorable HBM product mix. The HBM4 ramp and long-term AI memory demand position Micron as a structural beneficiary of the AI hardware cycle.

🚨 IMPORTANT: This is not financial advice, and none of my analysis constitutes a buy or sell signal. Do your own research. Subscribers can DM me only on X for stock analysis. I am not available on WhatsApp, Telegram, or any other platform for DMs, BEWARE OF SCAMMERS. If you are not following us with notifications turned on, you may miss our next alerts.