Andrew.B813

Legally learned, liberal, and Christian... but with common sense... and a 🤏🏾 reckless mouth.. I don't profess to know everything, but I know lots of things.😅

[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?

[Andrew.B813 @B813Andrew]

@smg857 If BTC hits 100k, these are all going way higher. Bullish AF.

[CU Hunter @nickfralin29]

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.

[Andrew.B813 @B813Andrew]

@seancuono Adding $RDW and $ONDS to the list right now

[Andrew.B813 @B813Andrew]

@nickfralin29 Free advice from a JPM vet? I’m listening. Thanks!

[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%

[Andrew.B813 @B813Andrew]

@seancuono Bitcoin miners + AI = money printer. Nice targets bro!

[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

[Andrew.B813 @B813Andrew]

@smg857 Consistent winners. Following closely now.

[Penny @Pennyboycrypto]

$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?

[Andrew.B813 @B813Andrew]

@rswancpa Tightening up my high-beta names just like you. Reducing $OKLO and $SMR slightly and adding to $AVGO and $LRCX. Discipline wins in this market.

[Andrew.B813 @B813Andrew]

@nickfralin29 $NVIDIA > all. Capital inflow is massive right now.

[Andrew.B813 @B813Andrew]

@seancuono AI demand keeps fueling gains. NVDA, MU, VST should continue outperforming.

[Andrew.B813 @B813Andrew]

Bro dropped a 2030 list that actually slaps 🔥
$NVDA out here running the AI mafia, $LRCX building the weapons, $CDNS designing the whole operation.
The rest of y’all still buying random memes while the real ones stack these. I’m in.

[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

[Andrew.B813 @B813Andrew]

One of the most honest takes I’ve seen during this rally.
Appreciate you keeping it real while everyone else is celebrating. Will keep this in mind.

[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?

[Andrew.B813 @B813Andrew]

@WolfOfTrenchess Finally someone putting together a solid list. $OKLO is the moonshot here with Altman backing. SMRs for data centers is the future. Already holding a bag, might add more on dips.

[Andrew.B813 @B813Andrew]

$VRT at $327 target and $ASTS look insane. AI data centers need power and cooling badly. High conviction on both.

[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

[Andrew.B813 @B813Andrew]

Solid decade list. Already holding $NET and $MDB. Might add $SMCI and $WDC on the next dip.

[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?

[Andrew.B813 @B813Andrew]

Solid cheatsheet. I’m already in $NVDA and $RDDT. Might add $GEV and $ASTS on the next dip. Power + Space feels very strong.

[Bob's @rswancpa]

Most people will chase 100 different stocks by 2030.

You just need these 10.

The 2030 millionaire cheatsheet:

$NVDA — $218 Must buy — Blackwell Ultra AI chips ramping, just raised Q2 guidance to $91B. Record AI data center demand.

$IONQ — $58 Must buy — Q1 755% rev growth to $64.7M, 60% commercial revenue. $470M backlog up 554%. Quantum leader。

$TEM — $46 Must buy — AI-powered drug discovery platform, partner with Nvidia & Eli Lilly's $1B lab. Cathie Wood's top 5 holding.

$RKLB — $124 Must buy — Q1 record $200.3M rev (+64% YoY), $2.2B backlog. Neutron launch end-2026 key catalyst.

$ASTS — $96 Must buy — FCC cleared for US service, AT&T/Vodafone/Rakuten partners. Targeting 45-60 satellites in orbit by year-end。

$SOUN — $8.1 Must buy — Agentic AI voice platform with Nvidia at GTC 2026. 2026 revenue guidance $225–260M. Long-term AI voice leader.

$CRDO — $192 Must buy — Q3 record $407M rev (+201% YoY), 49.6% operating margin. 13 analysts average $1.3B 2026 revenue estimate.

$OUST — $34 Must buy — Q1 rev $49M (+49% YoY) launched Rev8 sensors. 30–50% long-term growth framework set。

$GEV — $1,035 Must buy — Power grid leader, $13B new orders in Q1 2026 alone. Raised 2026 guidance to at least 110 GW gas turbine backlog.

$RDDT — $148 Must buy — Q1 rev $663M (+69% YoY) ad rev +74%, 7th straight 60%+ growth. Data moat for AI training.

AI Chips | Quantum Computing | AI Drug Discovery | Space | AI Voice | AI Connectivity | Lidar | Power Grid | Social Data

Which 2 are you loading up on?

NFA

[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? 👇