Neil

2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130. My target at least $200+ when $SPCX IPOs. Right now, $ORCL is the most obvious play. Its earnings is on June 10 then $MU on June 24. This year, I explained these would 10x-20x: $INTC — $AAPL chip deal + foundry turnaround tripled the stock in months (Trump) $DELL — Pentagon contract + AI server orders created a multi-catalyst monster (Trump) $MU — HBM memory sold out through 2026, AI supercycle just getting started (Trump) $NOW — Enterprise AI agents replacing entire IT workflows, 22% revenue growth accelerating (Trump) $PLTR — Government + commercial AI contracts exploding, revenue up 56% in 2025 (Trump call) $TE — nuclear power is the only answer to AI's insatiable electricity demand (Leopold call) ♻️ RESHARE this post and write 1 comment, I'll DM you my exact 1000% play for $ORCL

WiFi money

NVIDIA H100 GPU rental prices rose 20% in 2026, while older A100 chips climbed 15%. These chips are now appreciating faster than Manhattan real estate. A single H100 rack generates more revenue per square foot than a luxury penthouse. We've reached the point where silicon has a better ROI than many venture capital funds.

cannot express how much I love $TSLA FSD. just took a 25 min drive in the rain without any worries or fears about knowing how I was going to get to where I was going. legit the best AI product on planet earth. only thing I wish was available is the ability for me to be on my phone but I know that’s eventually coming. we get to live in a time where CARS are driving themselves and making their own decisions in the POURING rain, it is just crazy 😆

The breakdown of SpaceX's $28.5 trillion TAM: $870B Starlink. $740B Starlink Mobile. $600B digital advertising. $2.4T AI infrastructure. $22.7T from Macrohard. This is not just a rocket company.

SpaceXai spends $30b constructing a datacenter Signs a deal to rent some portion of it for $15b per year Not a bad business

SpaceX is such a bad ass company. In their IPO filing, they wrote this: • The first private company to develop and launch a liquid-fuel rocket to reach orbit (2008) • The first private company to successfully dock a private spacecraft with the International Space Station (2012) • The first to successfully propulsively land (2015) and refly orbital-class rocket boosters (2017) • The first to begin deploying a large-scale LEO broadband satellite constellation (2019); • The first private company to transport astronauts to orbit, returning America's ability to fly astronauts to and from the International Space Station (2020) • The first to manufacture consumer-grade phased-array user terminals at scale (2022); The first to deploy a large-scale LEO satellite-to-mobile constellation (2025) • The first to build a gigawatt-scale Al training cluster and largest coherent supercomputer (2026) • The first gigawatt-scale Megapack battery installation (2026); and • The only company capable of building orbital AI compute at scale. BOOM.

SpaceX confirmed in their IPO filing that they still plan to offer point-to-point terrestrial travel on Earth using Starship It will enable passengers to fly anywhere in the world in about 30 minutes or less on Starship. • Los Angeles to New York: 5h 25m → 25 min • Bangkok to Dubai: 6h 25m → 27 min • Tokyo to Singapore: 7h 10m → 28 min • London to New York: 7h 55m → 29 min • New York to Paris: 7h 20m → 30 min • Sydney to Singapore: 8h 20m → 31 min Get ready, the future is wild.

After nearly 18 years I can stop working on Model S and X. We put so much love into these products, but will continue to pour that into the future products. Thanks to everyone who believed in and supported these cars through the years. We strived for the best and will never stop. Saying goodbye to something great and making room for something even greater!

Elon is such a rockstar man. Just dropped a prospectus on the biggest IPO in history, got a fucking rocket launch tomorrow, and still made time to come to California do some of the final S & X deliveries.

This market is coiled and ready to run. It just needs two key catalysts: 1. $NVDA delivers another strong earnings beat and guide 2. The Iran conflict gets resolved cleanly If we check both boxes, here’s my EOY 2026 targets: • $TSLA $500+ • $NVDA $270+ • $AMZN $280+ • $PLTR $200 • $SPX 8,000 Big money is waiting on the sidelines. Once these triggers hit, the melt-up is on. This market is the place to be. Do you agree with these targets? Disagree? Let me know and why. I like to hear other people opinions to battle test my own.

Tesla is the leader of vehicle autonomy. x.com/aidrivr/status…

@karpathy this is like KD joining the 72-9 warriors

Tesla reports one major collision every 5.3 million miles with FSD engaged. The US average: one every 660,000 miles. That's approximately 8x SAFER.

Panasonic has raised its EV battery outlook due to an increase in Tesla sales. "Demand is expected to exceed full-year 2026 levels, supported by strategic customer's recent recovery in market share, despite significant revisions to their model lineups," the company said. investors.com/news/tesla-sal…

❤️‍🔥Tesla is actively hiring Self-driving Data Collection Supervisors in 33 cities right now: Sparks, Nevada San Francisco, California Devon, Pennsylvania Bridgeville, Pennsylvania Saint Louis, Missouri Brooklyn Park, Minnesota New Orleans, Lousiana Owings Mills, Maryland San Antonio, Texas Springfield, New Jersey Atlanta, Georgia Nashville, Tennessee Tempe, Arizona Tampa, Florida Washington, DC Southfield, Michigan Peabody, Massachusetts Flushing, New York Chicago, Illinois Jacksonville, Florida Aurora, Colorado Buffalo, New York Lenexa, Kansas Draper, Utah Matthews, North Carolina Bartlett, Tennessee Doral, Florida Orlando, Florida Austin, Texas Houston, Texas Dallas, Texas

@XanderSky @SawyerMerritt Same

@SawyerMerritt do you see a way to confirm?

UPDATE: Tesla has rescheduled the Model S and Model X Signature Edition delivery event to May 20th.

Micron $MU is #3.