Amy Sableski

[Penny @Pennyboycrypto]

Only **8 days** until SpaceX IPO 🔥

June 12 is coming fast and the entire space theme is heating up.

While everyone fights over SpaceX shares, I’m looking at the companies that actually benefit from this rocket fuel:

- $ASTS (direct space connectivity play)
- Other names in the satellite + infrastructure layer

This IPO could be the spark that lights up the whole sector.

Opportunist, not Maximalist.

Which space-related name are you watching hardest before June 12? 👇

RT if you’re positioning for the SpaceX wave.

[FuturesVet @StockXSoldier]

Wealth Unlocked by 2035.

My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:

1. $MRVL — AI optical interconnect & custom XPU leader. HSBC $300 target (250%+ upside), optical strength "undervalued."

2. $OKLO — Sam Altman-backed nuclear microreactors, 1.2GW Meta deal + Aurora PDC approved by NRC. 10 Buys vs 6 Holds, avg $90 target.

3. $ASTS — FCC authorized 248 satellites, AT&T/Verizon/Vodafone locked in. SpaceX IPO halo lifting the sector ahead of June 12 listing.

4. $NOK — Morgan Stanley's top AI pick. Optical/IP guidance raised to 18–20% from 10–12%. €14/$16.50 target. Low-base opportunity.

5. $BE — "Biggest outperformer in tech" says top analyst Beth Kindig (+217% YTD). Q1 rev +130%, RBC $335 target. Solving AI's time-to-power crisis.

6. $DDOG — Agentic AI monitoring leader. 32 analyst upgrades in May + Q1 beat. Revenue guide raised to $4.32B at midpoint (+25% YoY).

7. $CIEN — Nvidia Huang just endorsed optical. Q2 earnings June 4: est +248% EPS, +34% rev. B.Riley raised target to $531, 52-wk highs in session.

8. $AAOI — Optical transceivers for AI clusters. 441% YTD, Rosenblatt $220 target, $324M AI backlog. The "micro-cap" optical play that scaled.

9. $ZS — Zero-trust security leader trading down 50% from highs. May 26 earnings catalyst. Jefferies' top 2026 cybersecurity pick.

10. $SNOW — Data cloud for enterprise AI. Q1 rev +33% to $1.39B, beat by $70M. Guide raised, product rev growth accelerated to 34% from 30% QoQ.

Innovation is rarely a straight line. But these tracks look built to last.

If you had to drop one and double down on another, which would it be?

[Amy Sableski @AmySableski]

@nickfralin29 Calls on $AMD expiring next week. Up 300%. Hold into earnings or take profits?

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$ASML — $1,680 Must buy — EUV lithography leader enabling every advanced AI chip at the most critical manufacturing step

$TER — $401 Must buy — Semiconductor test equipment essential for validating next-gen AI processors at scale

$ON — $128 Must buy — Power management and silicon carbide leader fueling AI data centers and energy transition

$GFS — $81 Must buy — GlobalFoundries semiconductor manufacturing with strong AI and auto exposure

$MRVL — $284 Must buy — Data center connectivity and AI networking chips solving the bandwidth bottleneck

$ISRG — $400 Must buy — Robotic surgery leader combining robotics with AI for precision healthcare revolution

$REGN — $600 Must buy — Biotech powerhouse with blockbuster drugs and AI-accelerated pipeline expansion

$VRTX — $420 Must buy — Cystic fibrosis and rare disease leader expanding into new AI-enabled therapeutic areas

$ILMN — $164 Must buy — DNA sequencing giant powering the genomics and precision medicine data explosion

$CRSP — $51 Must buy — Gene-editing pioneer combining CRISPR with AI for next-generation therapies

AI Chip Manufacturing | Semiconductor Test | Power Semiconductors | Foundry | AI Connectivity | Robotic Surgery | Biotech | Genomics | Gene Editing

Which 2-3 are you loading up on for the next decade? Drop your picks below 👇

NFA

[Amy Sableski @AmySableski]

@nickfralin29 "This is why I love Twitter. Real experience for free

[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 Sableski @AmySableski]

@PaulKeitzke Bought 3 of these today because of you

[Shay Boloor @StockSavvyShay]

$IREN just broke above $65 after raising its ARR guide from $3.7B to $4.4B.

The move follows a $1.6B $DELL agreement for air-cooled Blackwell AI systems at its Texas centers.

[Penny @Pennyboycrypto]

Back then I said:
3. $MU – Micron (HBM memory powering the entire AI stack)
Now look at it.
$MU is knocking on the door of **$1 TRILLION** market cap.
From being called a “boring memory stock” to becoming one of the top 13 most valuable companies in the world in just weeks.
Told y’all the HBM supercycle was real.
Most people slept.
I loaded.
Opportunist, not Maximalist.
Still holding strong.
You called me crazy back then or you actually listened? 👇
RT if you wish you bought $MU when I first posted this list.

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$ALAB — $315 Must buy — AI connectivity chips leader delivering high-speed data movement for next-gen AI clusters

$CDNS — $375 Must buy — Electronic design automation powerhouse powering the design of advanced AI chips

$SNPS — $530 Must buy — Synopsys EDA leader enabling the entire semiconductor design ecosystem for AI

$MDB — $305 Must buy — Modern database platform with vector search powering the next wave of AI applications

$DDOG — $221 Must buy — Observability and monitoring kingpin keeping complex AI infrastructure running at scale

$SNOW — $175 Must buy — Data cloud platform that makes massive AI datasets accessible and actionable

$NOW — $95 Must buy — AI-powered enterprise workflow automation leader transforming business operations

$UPST — $30 Must buy — AI-driven lending platform disrupting traditional credit and finance models

$SOFI — $15 Must buy — Digital banking and AI-powered financial services leader targeting younger generations

$SOUN — $8 Must buy — Voice AI and conversational intelligence platform with major enterprise and auto deals

AI Connectivity | Chip Design EDA | Data Platforms | Observability | Enterprise AI Automation | Digital Banking | Voice AI

Which 2-3 are you loading up on for the next decade? Drop your picks below 👇

NFA

[Amy Sableski @AmySableski]

@Pennyboycrypto Opportunist not Maximalist — but damn $MU makes me want to be a maximalist 😂
Added more today. HBM sold out story is too strong.

[Amy Sableski @AmySableski]

@Christo46444155 $POET at $14 is the most speculative, but also the highest upside. Optical interposers are the only way to solve chip-to-chip bandwidth limits. If they win one more major design, this flies to $50 quickly.

[Amy Sableski @AmySableski]

@rswancpa $ADI and $NOK are sneaky good. Analog chips + optical networking are the quiet backbone of AI infrastructure. Adding both.

[Amy Sableski @AmySableski]

Agree 100%. The Iran story is fake but AI strength is real.
Staying invested but much more careful at these levels. Good post.

[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 Sableski @AmySableski]

@StockSavvyShay Bullish on $RKLB and $PLTR. $96 on Rocket Lab feels aggressive but the space theme is just getting started. Nice Fib levels Shay

[Amy Sableski @AmySableski]

$WOLF and $VRT are my favorites. Silicon carbide + liquid cooling = the hidden backbone of AI data centers.

[Bob's @rswancpa]

Most people will chase 100 different stocks by 2030.
You just need these 10.
The 2030 millionaire cheatsheet:

$AVGO — $210 Must buy — Custom AI silicon for Google, Meta, ByteDance. $73B AI backlog + 10% dividend. The ASIC king.

$IONQ — $64 Must buy — Record Q1 revenue $64.7M (+755% YoY). $470M RPO backlog up 554%. Quantum leader with DARPA contracts.

$ASTS — $76 Must buy — FCC authorized 248 satellites. Roth Capital just raised target to $108. AT&T + Vodafone locked in.

$SOUN — $12 Must buy — Nvidia GTC 2026 launch of edge Agentic AI voice. Northland Outperform, Wedbush Buy. Voice AI deployed everywhere.

$WOLF — $60 Must buy — New 3.3 kV SiC modules for AI data centers. Silicon carbide backbone of next-gen power. AI energy demand unlocking new leg.

$SMR — $13 Must buy — BofA resumed coverage with Neutral, $12 target. SMR mainstream pick with NRC-approved design. 58% median upside potential.

$BESS — $10 Must buy — ThinkEquity just initiated Buy with $10 target (188% upside). Grid-scale battery storage. AI data center backup surge.

$TXN — $215 Must buy — Analog chips power every AI server. Stable margins + 3% dividend. The quiet semiconductor giant no one talks about.

$VRT — $327 Must buy — AI data center liquid cooling king. Consensus price target $314 with highest at $500. Backlog above $15B.

$RDDT — $147 Must buy — Q1 rev $663M beat ($610M est). 126.8M DAUq (+17% YoY). Trading 35% below $225 analyst target avg. Data moat.

AI Custom Silicon | Quantum | Space 5G | Edge AI Voice | SiC Power | Nuclear SMR | Grid Storage | Analog Chips | AI Cooling | Social Data

Which 2 are you loading up on for the next decade?

NFA

[Amy Sableski @AmySableski]

Decent list. Starting positions in $SMCI and $MDB. High risk/high reward but the AI tailwinds are real.

[FuturesVet @StockXSoldier]

Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:

1. $SMCI — AI server & liquid cooling infrastructure leader exploding with hyperscaler demand.
2. $DELL — Enterprise AI infrastructure and data center solutions powerhouse.
3. $WDC — High-performance storage backbone for massive AI training clusters.
4. $PSTG — Flash storage pure play powering next-gen AI workloads.
5. $NET — Edge computing & security network essential for global data centers.
6. $MDB — Modern database platform built for real-time AI applications.
7. $OKTA — Identity & access security leader for the AI-first workforce.
8. $HUBS — AI-powered CRM and marketing automation platform.
9. $APP — AI-optimized mobile advertising and app economy machine.
10. $CRSP — CRISPR gene-editing pioneer transforming medicine and biotech.

Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?

[Amy Sableski @AmySableski]

If even half these names actually deliver I’m buying a Lambo in 2036 😂
Stacking $ASTS and $IONQ like crazy.

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$IONQ — $62 Must buy — Trapped-ion quantum computing leader, scaling commercial systems with major enterprise & government contracts

$ASTS — $103 Must buy — Space-based cellular broadband pioneer, satellite constellation rapidly deploying for global coverage

$LITE — $958 Must buy — Optical transceiver and component kingpin powering high-speed AI data center interconnects

$COHR — $380 Must buy — Laser and photonics leader enabling next-generation optical networks and AI infrastructure

$AMKR — $65 Must buy — Advanced semiconductor packaging powerhouse, critical for AI chip scaling and CoWoS alternatives

$CRDO — $210 Must buy — High-speed connectivity solutions essential for AI server and data center fabric

$BE — $306 Must buy — Solid oxide fuel cell technology delivering clean, always-on power for hyperscale data centers

$SYM — $52 Must buy — AI-powered robotics and warehouse automation transforming logistics for the AI economy

$RKLB — $132 Must buy — Leading small satellite launch provider supporting space infrastructure and constellation growth

$ACLS — $155 Must buy — Ion implantation equipment leader critical for every advanced semiconductor manufacturing node

AI Quantum | Space Broadband | Optical Infra | Photonics | Advanced Packaging | High-Speed Connectivity | Clean Power | AI Automation | Satellite Launch | Semiconductor Equipment

Which 2-3 are you loading up on for the next decade? Drop your picks below 👇

NFA

[Amy Sableski @AmySableski]

@2wayWatson This is the kind of chaos I live for 🔥
Elon might actually do it just because he can. $TSLA to $500 this summer on merger rumors alone.

[Shay Boloor @StockSavvyShay]

$NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.

That makes contracted capacity at $CRWV, $NBIS, $IREN, $WULF, $CIFR and $APLD more valuable if supply still cannot relieve premium AI compute pricing.