B.🐝

Just a Dope Ass Girl 💅🏾

[B.🐝 @B3y90]

@nickfralin29 $SMCI at $42 while actually trading near $50? Supply chain issues crushed Q3 revenue.

[B.🐝 @B3y90]

@seancuono $MU $915 and $MRVL $192? Positioning heavy. Appreciate it!

[B.🐝 @B3y90]

@nickfralin29 $MU at $890? That’s ambitious but I trust you.

[Ethan Alexander Brooks @tkspears2]

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.

[amit @amitisinvesting]

LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.

Leopold has been a big believer in the neoclouds & built positions in CoreWeave & Iren...he now adds Nebius to the fund.

$NBIS +6.8%

[B.🐝 @B3y90]

@seancuono Clean list Bitcoin at new highs = these names go parabolic. Thanks!

[B.🐝 @B3y90]

@smg857 $WYFI and $APLD were beauties. Next one loading…

[B.🐝 @B3y90]

@Pennyboycrypto Most people: 'Micron? Isn’t that old RAM company?'
Me: bro they’re about to be a trillion dollar AI monster 😂
Loaded up heavy. Let’s gooo.

[WallStreetVet @Sly_Dawg33]

I’ll only say this once.

This might be the fastest realistic way to build serious wealth by the end of 2026.

My updated AI & Frontier Tech Watchlist (Today’s Hot Stocks Edition):

$DELL — $295 Must Buy
$HPE — $38 Must Buy
$NOW — $100 Must Buy
$ADBE — $242 Must Buy
$INTU — $320 Must Buy
$ROP — $322 Must Buy

Here’s why each one belongs here:

$DELL: AI server & PC leader with massive data center exposure and direct hyperscaler relationships.

$HPE: Enterprise AI infrastructure, servers, and edge computing powerhouse. Underrated play on the buildout.

$NOW: ServiceNow — the AI platform automating enterprise workflows at scale. Sticky revenue and huge TAM.

$ADBE: Adobe — AI creative tools (Firefly) and enterprise software with explosive monetization.

$INTU: Intuit — AI-powered fintech (TurboTax, QuickBooks) disrupting personal & small business finance.

$ROP: Roper Technologies — high-margin vertical software empire using AI to dominate niche markets.

No hype. No lottery tickets. Just real companies building the AI infrastructure, enterprise software, creative tools, and fintech layers of the next decade.

They keep asking why I don’t charge for this.
Simple: I’ve made enough. Sharing conviction plays I actually believe in is my hobby now.

Save this post. Check back December 2026.

NFA

[B.🐝 @B3y90]

@Christo46444155 $SMCI at $35 is ridiculously cheap. Hyperscalers are backordering their racks 6+ months. 2036 target feels conservative if liquid cooling momentum keeps accelerating.

[B.🐝 @B3y90]

@nickfralin29 $META and $NVIDIA combo is unbeatable. Both going higher!

[B.🐝 @B3y90]

@seancuono The AI trade is still alive and well. NVDA, MU, VST leading the rally

[B.🐝 @B3y90]

Solid cheatsheet. Already own $NVDA and $ADI. Adding $ZS and $CDNS this week. Diversified AI exposure done right.

[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

[B.🐝 @B3y90]

@Pennyboycrypto I’m enjoying the ride too but my finger is on the sell button 😂 Hopium fades fast.

[B.🐝 @B3y90]

@StockSavvyShay These Fib levels look clean. $RKLB $96 and $IONQ $48 feel realistic in this cycle. Space and quantum are still early. Loading up on dips.

[B.🐝 @B3y90]

If I buy all 10 I’m eating ramen for the next 4 years 😂 Sticking with $AVGO, $ASTS, and $VRT for now.

[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

[B.🐝 @B3y90]

@rswancpa Going with $RKLB and $CRDO. Space infrastructure + high-margin AI connectivity. Both have real revenue momentum already.

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My May advice:
$SNDK (SanDisk) — Don’t buy
$LITE (Lumentum) — Don’t buy
$CRWV (CoreWeave) — Don’t buy
$NVDA (Nvidia) — Buy at 213–$218
$MSFT (Microsoft) — Buy at $406–$412
$RKLB (Rocket Lab) — Buy at $120–$125
$NOW (ServiceNow) — Buy at $95–$100
People ask, “Why don’t you charge?”
I’ve made enough. Sharing is my passion — that’s why I post for free.

[Hunter Allen @HunterAllen4]

Just remember $TE posted before bigger breakout.

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I’m just a dad sharing ideas.
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WERE JUST GETTING STARTED BE AN OG

I’m always hunting guys. They don’t all work out. But I’m always researching.

[B.🐝 @B3y90]

@2wayWatson $ASTS is a lottery ticket I actually believe in. $200+ by 2027 is not crazy.