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?
Next Leg Up Predictions
$RIOT
from $27.70 to $37.40 (+35.0%)
$CORZ
from $28.99 to $38.85 (+34.0%)
$CIFR
from $26.09 to $35.20 (+35.0%)
$HUT
from $129.55 to $171.00 (+32.0%)
$BTDR
from $19.32 to $25.90 (+34.0%)
$SOUN
from $8.21 to $11.08 (+35.0%)
$ARM
from $401.88 to $526.50 (+31.0%)
Bitcoin + AI data center boom incoming. Targets based on analyst upside + hash rate / HPC growth. Next alert dropping soon 🔥
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I'll only say it once. This might be the fastest way to accumulate $3 million by the end of 2026:
$TSLA (Tesla) → $410 Must buy
$AMD (AMD) → $520 Must buy
$AVGO (Broadcom) → $475 Must buy
$MU (Micron) → $980 Must buy
$SMCI (Super Micro) → $42 Must buy
$RKLB (Rocket Lab) → $111 Must buy
I often get asked why I don't turn this into paid content, but for me, sharing stock information is just a hobby. I'm not financially struggling, so I choose to share it for free.
This bull market won’t last forever.
Seize it while it’s still running hot.
Trillion-dollar revolutions are unfolding right in front of us: AI, semiconductors, photonics, space, data centers, next-gen energy, robotics, nuclear, drones, and quantum computing.
The pace and scale of this transformation are unprecedented — and so is the wealth that will be created.
Right now, this market is handing out life-changing opportunities to those who act decisively.
Stay focused on the true leaders in these sectors. Be aggressive where the edge is clearest, but never reckless. Smart risk management is what separates the winners from the bagholders.
Moments like this are rare.
This is how fortunes are made.
Don’t let it pass you by.
$MU is about to hit $1 TRILLION market cap
Look at this insane chart.
25 years of being a nobody… then AI Memory Supercycle hits → now it’s knocking on the door of **ONE TRILLION DOLLARS**.
Most people still sleeping on it.
This isn’t hype.
This is HBM sold out through 2027 + exploding demand in real time.
Opportunist, not Maximalist.
$MU to $1T soon — you in or still doubting?
Weekly Recap: Reviewing Last Week's 2030 Millionaire Cheatsheet
Last week I dropped multiple versions of the 2030 Millionaire Cheatsheet focusing on AI, quantum, nuclear, space, grid/power, and semis. Quick one-week reality check: the core AI + infrastructure theme is validating solidly, though individual names continue to show clear divergence.
Strongest confirmations from last week’s lists (judgment holding up well):
$AVGO : Custom AI silicon backlog + 10% dividend + hyperscaler lock-in remains a standout thesis. The ASIC king narrative is alive and well.
$LRCX : 2nm lithography + record WFE spend for AI chips. Every major upgrade cycle keeps reinforcing this.
AI infrastructure names like $CRDO and $VRT: High-speed interconnect, liquid cooling, and power demand exploding exactly as outlined.
Names showing slower validation or needing patience (judgment partially tested):
$PTON : Turnaround metrics (revenue beat + profit swing + raised guidance) are real, but consumer demand recovery is taking longer than modeled.
$IONQ : Massive revenue growth and backlog are factual, yet commercial quantum timeline still requires more time and tolerance for volatility.
Smaller high-beta plays like $ASTS, $OKLO, $SMR: Catalysts (FCC, partnerships, policy support) are clear, but execution risk and beta remain higher than initially anticipated.
Biggest takeaway: The combination of massive backlog + dividend + customer lock-in (especially $AVGO) is proving powerful. Core AI compounders continue to separate from story stocks.
Adjustments I’m making:
Tighter position sizing on high-beta theme names (quantum, space, nuclear)
Stronger real-time tracking of policy, competition, and execution variables
Clearer separation between core AI compounders and higher-risk thematic bets
Investing is weekly “answer checking” with the market. Most people will chase 100 tickers by 2030 — the edge is staying focused on the few big themes and constantly refining the thesis.
What judgment in your own portfolio got validated or slapped the hardest lately? Drop it in the comments — I read every one.
NFA.
This list is straight alpha energy.
While normies chase the next 10x shitcoin, I’m over here loading $NVDA, $LRCX, and $CDNS like a savage.
2030 me is gonna be laughing at 2026 me if I don’t buy more right now.
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 $73B backlog.
AI Chips | Data Center Backup | Optical Networking | Semi Equipment | Cybersecurity | Analog Semis | Design SaaS | Turnaround | Quantum | EDA Software
Which 2 are you loading up on for the next decade?
NFA
S&P 500 ripping higher — up almost 19% in just 7 weeks 🔥
Look at this chart. Violent rebound.
But here’s the real breakdown of what’s actually driving it:
1. Iran “Peace Deal” Hopium → Oil crashing + yields dropping
2. AI + Tech stocks still going strong ($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?
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
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
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? 👇
🚀 $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