$SKHY DRAM Cycle Update DRAM revenue up >5x in 3 years as AI demand evolves from H100 clusters to memory-intensive $NVDA Blackwell systems. Strong validation for HBM/memory leaders
Why Buy $SKHY / $MU: Pricing power & AI infrastructure build accelerating.
July Tactical: Add on dips for continued cycle upside.
My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43
Trump says the Iran ceasefire is done. Oil prices are jumping and the Dow dropped 576 points. Nasdaq managed to hold steady.
Energy stocks are finally starting to move. Keeping an eye on $XOM for a swing trade.
Not going all in yet, but the volatility is definitely back.
Reta
$ASTS worth $1K but selling for $75
$NBIS should be $500, currently $220
$AAOI at $123, target $450
$HIMS at $36, headed to $100
$OSCR going from $31 to $50
$ONDS from $7 to $20
These aren't dreams — they're actual targets. Market's just slow to catch up. Grab your seat
@2147973522Garza Gotta be careful with picks like FCEL though—clean energy's been a rollercoaster. PLTR has legs if they keep landing government contracts.
Stop going after those wildly popular memory chip stocks...
Pick up these 5 with just as much potential:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this for later. You’ll be glad you did. Early movers win big!
Zuckerberg talking about getting into AI cloud business? That’s a huge long-term play. Meta’s got the users and infrastructure to take on AWS, Azure, and GCP.
Big opportunity: ad money funding AI expansion, new cloud revenue potential, and dip-buy setups in $META on weaknes
Forget hunting down those scorching memory chip stocks...
Snag these 5 with comparable huge potential instead:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this. You'll be glad you did later. The early bird catches
$ASTS should be worth $1K, trading at $75
$NBIS should be $500, trading at $220
$AAOI should be $450, trading at $123
$HIMS should be $100, trading at $36
$OSCR should be $50, trading at $31
$ONDS should be $20, trading at $7
These aren't guesses — those are the actual