Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80β$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.
2. $BE ~$254 | Buy zone: $160β$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.
3. $SNDK ~$1,645 | Buy zone: $1,100β$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.
4. $NVDA ~$205 | Buy zone: $165β$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.
5. $QCOM ~$204 | Buy zone: $180β$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.
6. $ORCL ~$202 | Buy zone: $160β$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.
7. $INTC ~$106 | Buy zone: $80β$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.
8. $GOOG ~$360 | Buy zone: $300β$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.
9. $MSFT ~$400 | Buy zone: $360β$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.
10. $META ~$586 | Buy zone: $520β$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.
11. $AAOI ~$163 | Buy zone: $100β$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.
12. $LITE ~$807 | Buy zone: $600β$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.
13. $PLTR ~$132 | Buy zone: $120β$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.
14. $MRVL ~$264 | Buy zone: $180β$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.
15. $AMD ~$461 | Buy zone: $360β$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.
16. $IREN ~$53 | Buy zone: $30β$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.
17. $NBIS ~$214 | Buy zone: $160β$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.
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2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+
This year, President Trump put $2 billion on more quantum stocks.
Here's 6 stocks exactly like $IONQ:
1. $RGTI β Rigetti Computing
Builds full-stack superconducting quantum computers via the cloud.
Catalyst: $35M investment from Quanta Computer + DARPA contract
Customers: AFRL, DARPA, U.S. Air Force, Quanta Computer
2. $INFQ β Infleqtion
Makes neutral-atom quantum computers AND precision quantum sensors.
Catalyst: Up to $100M U.S. government equity investment
Customers: DoD, DARPA, NASA, $NVDA, $LMT, U.S. Navy
3. $GFS β GlobalFoundries
The semiconductor foundry now manufacturing chips for quantum hardware.
Catalyst: Just launched Quantum Technology Solutions + $375M U.S. award
Customers: $GOOG, $MSFT, NVIDIA, PsiQuantum, Quantinuum, U.S. Government
4. $QUBT β Quantum Computing Inc.
Builds photonic quantum hardware and cloud-based quantum software.
Catalyst: Acquiring photonics assets to scale production platform
Customers: Government agencies, research institutions, defense contractors
5. $ARQQ β Arqit Quantum
Provides quantum-safe encryption software for governments and enterprises.
Catalyst: $INTC partnership encryption pre-installed in Intel TDX chips
Customers: Governments, militaries, telecom operators, defense organizations
6. $IBM β IBM
Tech giant with 90+ deployed quantum systems and the world's top quantum software.
Catalyst: $10 billion quantum investment commitment announced June 2026
Customers: Cleveland Clinic, RIKEN, $DELL, Airbus, U.S. Naval Research Lab, DESY
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HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA β $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $MU β $864 ATH was $1,089 just on June 3; HBM4 demand cycle just starting, buy dips
3. $DRAM β $55 Pure-play memory ETF, MU + SNDK + Samsung in one; AI memory bottleneck secular story intact
4. $AVGO β $386 Record revenue, 143% YoY AI chip growth, $100B+ FY27 guide reiterated sold off purely on no upside surprise; this is the buy
5. $DELL β $394 AI server revenue up 757% YoY; pulled from $469 ATH on macro fear, not fundamentals
6. $HPE β $49 Just posted strongest AI server quarter ever, 40% revenue growth YoY; tape is disrespecting the print
7. $NVDA β $205 52-week low $140, high $236; Jensen in South Korea closing deals while market panics
8. $IREN β $54 $NVDA owns call options at $70/share; $NVDA partnership is structural floor
9. $INFQ β $17 Quantum computing pure play, early stage; sub-$15 is an accumulation zone Jan 2028 LEAPS
10. $NOW β $112 $30B revenue target by 2030, analyst avg PT $180; beaten down SaaS with real AI monetization
11. $IBM β $305 ATH just hit June 1 at $320; quantum + hybrid cloud re-rating still early
12. $MRVL β $316 Jensen Huang saying MRVL could be a trillion-dollar company; custom ASIC moat is massively underpriced
13. $PLTR β $143 52-week range $122β$207; defense AI spend is multi-decade; dips to $130 are gifts
14. $META β $593 52-week high $796; cheapest Mag7 on forward P/E, more selling probably
15. $MSFT β $417 ATH was $539; Copilot + Azure AI monetization narrative still strongest in enterprise
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In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI.
Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock.
Here's 4 obvious plays to buy & hold:
1. $MU β Only US-listed HBM chip maker. AI servers need it to think.
Buy zone: $600β$650
Post-ATH pullback, earnings catalyst June 24.
2. $DRAM β One ETF, full memory supply chain exposure globally.
Buy zone: $40β$45 | Instant + SK Hynix + $MU basket at discount.
3. $WDC β Powers AI data center storage. Every server needs hard drives.
Buy zone: $380β$400 | 3x YTD run, now cooling off near key support.
4. $SNDK β Pure-play NAND. Datacenter revenue up 645% year-over-year.
Buy zone: $900β$1,000 | 25% below ATH, next earnings could rip.
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$SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD: -2.5% | +315%
AI data center revenue +57% YoY. MI450 ramp begins.
2. $INTC: -3.9% | +466%
Turnaround trade. AI server CPUs finally printing real numbers.
3. $SNDK: -1.4% | +4,490%
NAND supply squeeze. No one saw this coming. Everyone missed it.
4. $ARM: -4.5% | +293%
Every AI chip runs on ARM. Royalty flywheel just getting started.
5. $TSLA: -7.7% | +43%
Robotaxi, humanoid, energy. Next decade belongs to full autonomy.
6. $BE: -9.5% | +1,273%
Fuel cells power AI data centers. Oracle deal changes the growth curve.
7. $NOW: -5.0% | -39%
AI workflow automation sleeper. Dip is the setup before the re-rate.
8. $ORCL: -6.4% | +64%
Cloud AI contracts printing. $345 high shows the ceiling hasn't been found.
9. $NVDA: -4.1% | +49%
Hyperscalers have no alternative. Jensen's decade is just beginning.
10. $AAOI: -12.5% | +1,093%
800G transceivers. AI optical backbone play hiding in plain sight.
11. $MRVL: -7.5% | +377%
Jensen said it. Next trillion-dollar company. Custom ASICs win the race.
12. $HPE: -6.8% | +96%
AI server demand exploding. Q2 blowout. Old tech, new AI hardware story.
13. $DELL: -3.0% | +329%
AI PC + server supercycle. Jim Cramer says it's Dell's decade. Hard to argue.
14. $QCOM: -3.0% | +96%
ByteDance AI customer. On-device AI just unlocked a new TAM.
15. $ASTS: -6.6% | +295%
Satellite-to-smartphone broadband. 3 billion potential subscribers.
16. $IONQ: -1.7% | +146%
Trapped-ion quantum. Defense contracts validating the commercial roadmap.
17. $RKLB: -4.0% | +355%
SpaceX IPO lifts all space boats. Neutron rocket = the next growth engine.
18. $NBIS: -8.4% | +459%
Jensen Huang's neocloud pick. Leopold Aschenbrenner's top holding. AI infra pure play.
19. $IREN: -5.5% | +598%
$3.65B GPU financing. Microsoft deal. AI cloud pivot fully underway.
20. $LITE: -8.6% | +975%
$NVDA invested $6.5B in photonics. LITE is the picks-and-shovels winner.
DO NOT MISS this dip opportunity, you don't have to be a genius to be a millionaire by 2030.
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AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute.
$AMD
#2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues.
$AVGO
Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary.
$MRVL
Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency.
MEMORY (You Can't Run Compute Without It)
$MU
HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied.
$SNDK
NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery.
NETWORKING (Moving Data Between GPUs)
$CRDO
High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue.
$ANET
Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in.
$LITE
Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris
$COHR
Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE.
POWER (The Real Bottleneck)
$VST
Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive
$CEG
Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing.
$NEE
NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia
$GEV
Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+.
$ETN
Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems.
DATA CENTER BUILDERS / OPERATORS
$EQIX
Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR
$DLR
REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment.
$APLD
Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec
$IREN
High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure.
CLOUD HYPERSCALERS (Resell the Compute)
$MSFT
Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive
$GOOG
$175β185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group
$AMZN
$200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group
$META
Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute.
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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 β $AAPL chip deal + foundry turnaround tripled the stock in months (Trump)
$DELL β Pentagon contract + AI server orders created a multi-catalyst monster (Trump)
$MU β HBM memory sold out through 2026, AI supercycle just getting started (Trump)
$NOW β Enterprise AI agents replacing entire IT workflows, 22% revenue growth accelerating (Trump)
$PLTR β Government + commercial AI contracts exploding, revenue up 56% in 2025 (Trump call)
$TE β nuclear power is the only answer to AI's insatiable electricity demand (Leopold call)
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You know what
Iβm restarting the $100 to $10,000 challenge.
I want everyone to have a fair shot at this.
Last time it took me about 5 days, will try to do it faster this time.
If you want to follow along, RT + comment βjoinβ below
Going to lock comments in 24 hours
2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 β $320
$HPE $30 β $100
$TE $5 β $20
$KEEL $2 β $18
$DELL $240 β $600
Right now, I'm saying $ORCL is next on June 10 then $MU. Both will be massive earnings.
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