Amy Richter Bode

I sell mortgages! Upstate New York girl living in AZ. Wife to @DrGregoryBode Mom to Mason and Stepmom to Alec, Zach and Max. DogMom to Hooper. #arizonamortgages

[Amy Richter Bode @AmyRichterBode]

@Pennyboycrypto $SOFI down 4.9% today but Q1 rev was $1.09B beating $1.05B est, EPS $0.12 in line, product growth 39% YoY. People forget growth because they see the ticker drop. Up 50% from 52-week low. Financial services don't need rate cuts to grow. This is a nothingburger.

[Amy Richter Bode @AmyRichterBode]

@nickfralin29 Retired JPMorgan legend dropping free alpha. Respect!

[Tyler Brooks @PaulKeitzke]

These 10 companies will make millionaires by 2030:
1. $PLTR

Palantir Technologies

2. $NVDA

NVIDIA

3. $ARM

Arm Holdings

4. $TSLA

Tesla

5. $CRSP

CRISPR Therapeutics

6. $RKLB

Rocket Lab USA

7. $ASTS

AST SpaceMobile

8. $SOUN

SoundHound AI

9. $HIMS

Hims & Hers Health

10. $APP

AppLovin

[Amy Richter Bode @AmyRichterBode]

@nickfralin29 This is the kind of list I needed. Thanks for sharing!

[Amy Richter Bode @AmyRichterBode]

@smg857 Bullish af on this list. $MARA and $IREN especially!

[Amy Richter Bode @AmyRichterBode]

@Christo46444155 $ARM at $305 and $KLAC at $1,820 feel very achievable. These two are basically picks-and-shovels for the entire AI industry.

[Amy Richter Bode @AmyRichterBode]

@smg857 Looks promising! Added to my watchlist.

[Amy Richter Bode @AmyRichterBode]

Appreciate the effort on this one. Clear reasoning and realistic targets.
$NVDA and $LRCX are instant adds to my watchlist. Thanks for posting!

[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

[Amy Richter Bode @AmyRichterBode]

AI is carrying for sure, but the hopium is making the move way more violent. Enjoying the gains but ready for volatility.

[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?

[Amy Richter Bode @AmyRichterBode]

@InvestmentGuru_ This quantum map is fire IONQ and RGTI looking strong with actual customer traction. Been holding IONQ since $8, feels like the real deal this cycle. Anyone else adding on the CHIPS Act news?

[Amy Richter Bode @AmyRichterBode]

@rswancpa Appreciate the focus on real infrastructure needs. Too many lists are just hype — this one feels grounded.

[Amy Richter Bode @AmyRichterBode]

@Christo46444155 My top 3: $ASTS, $LITE, and $BE.
Space internet, optical connectivity, and clean power. Everything AI needs.

[Amy Richter Bode @AmyRichterBode]

Market: Iran peace deal signed!!! 📈
Iran: Bro that’s fabricated bullshit 😂
This is why I don’t chase news.

[Penny @Pennyboycrypto]

The biggest market catalyst NO ONE saw coming

Iran “peace deal” hopes just exploded:

Oil crashed 5%
10Y yield dropped hard
Stocks screaming higher

Everyone’s celebrating like it’s signed.

But here’s the truth they’re ignoring:

This “deal” hasn’t been signed.
Rubio says “good signs”
Trump says “final stages”
Iran calls it “fabricated bullshit”

Market is pricing in a fairy tale.

Winners if it holds:
1.Airlines (cheap fuel)
2.Consumer stocks (more spending)
https://t.co/SLCB6ZRLZO (lower yields = higher multiples)

Biggest risk? One tweet saying “talks collapsed” → oil rips 10%+ overnight and everything reverses.

This is classic hope-driven rally on NOTHING concrete.

I’m watching, not chasing.

Opportunist, not Maximalist.

You buying this “peace rally” or waiting for the next headline bomb? 👇

[Amy Richter Bode @AmyRichterBode]

Quantum chads rise the fuck up!!!
While normies chase NVDA, we’re out here loading the real future $INFQ 😂💎

[Wall Street Cowboy @2wayWatson]

🚀 $INFQ — Quantum Stock About to Explode or Just Another Fakeout? 🔥

Some people call it a total quantum scam and cash incinerator.
Others say it’s America’s secret quantum supremacy weapon.

This week? +17% rocket candle. Stock sitting at $14.56 and fighting back hard.

Wall Street Cowboy straight talk: I’m heavily bullish as hell.
Real neutral-atom tech + big government contracts. If they execute, this can easily 10x from here.

Short term: Volatility that’ll make your heart race.
Long term: When quantum hits — nuclear upside.

You loading $INFQ right now or calling it fake strength? Drop your take

[Amy Richter Bode @AmyRichterBode]

Portfolio getting heemed but at least I know exactly which levels to buy more at 😂

[Penny @Pennyboycrypto]

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.

[Amy Richter Bode @AmyRichterBode]

@2wayWatson AI selloff giving us another chance to load $MU 😂
HBM booked solid through 2026 and people still selling? Thank you for the discount.

[Amy Richter Bode @AmyRichterBode]

@Pennyboycrypto @elonmusk ChatGPT + Claude + Perplexity = my new daily workflow. Already 10x more productive.

[Amy Richter Bode @AmyRichterBode]

These dips are healthy. Haven’t sold any core positions. $NVDA, $AVGO, $MU all still look strong on the weekly. Real compounding happens during times like this. Still long AI infrastructure.

[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.

[Amy Richter Bode @AmyRichterBode]

@Pennyboycrypto Honestly respect the transparency. Dropping these big stakes in the 13F lets the whole market see where they’re putting real capital.
Makes me more confident in the whole AI thesis.