What's your list?
Company with the best risk/reward:
$AMD
Companies with the 10x reward potential:
$SOFI
$HIMS
$NBIS
Companies on my watchlist:
$LMND
$RKLB
$ASTS
@YodaStockInvest No dilution required for initial 100mw rollout.
$150m marketcap, $78m in cash
Zero debt.
GPU’s already purchased and testing at SMCI expected revenue late April
$DGXX OWNS their power gain 100% revenue from colo
Company can self-fund additional $40m capex 2026
@bushcubed Short window for it to hit that price. If colo or ai revenue come in soon then we should get a boost. If the amars disappoint (also high probability) then yeah $1.40 inevitable
@Steven179222 Something like this “Amars are incompetent, stocks going nowhere but down, class action lawsuit incoming”
Though tbh think his concerns are valid and is generally pretty reasonable
$DGXX
2026-2027 goals for success
90 MW Co-location across Alabama & NY = $162M ARR @ $150 per kw per month
10 MW Neocloudz = $120M ARR @ $3.50 per GPU hour, 4,000 GPUs
Total $282M ARR
Estimated accomplishment by mid 2027 with a conservative price target $24-32
If $AMD breaks the 200DMA, looking at ~160-180 for next support and a good buy zone.
RSI bearish as well. If those levels are re-tested and RSI hits low 30’s it will look like a great buying opportunity.
$AMD 📈 +1.37% to $204.67!
outpacing both $SPY (+0.29%) and $QQQ (+0.16%) today, showing clear relative strength in a flat market.
Pay attention to resiliency in times of uncertainty!
@YodaStockInvest DCA’ing think we still have many months of sideways chop/ downtrend. Think patience is the play, dca + sell deep otm puts to generate extra income for the dca
AI is still early and starts with the picks and shovels.
Those are: chips, data centers, power.
I’m positioned. Are you?
$AMD: chips
$NBIS & $IREN: data centers, power