$SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD: -2.5% | +315%
AI data center revenue +57% YoY. MI450 ramp begins.
2. $INTC: -3.9% | +466%
Turnaround trade. AI server CPUs finally printing real numbers.
3. $SNDK: -1.4% | +4,490%
NAND supply squeeze. No one saw this coming. Everyone missed it.
4. $ARM: -4.5% | +293%
Every AI chip runs on ARM. Royalty flywheel just getting started.
5. $TSLA: -7.7% | +43%
Robotaxi, humanoid, energy. Next decade belongs to full autonomy.
6. $BE: -9.5% | +1,273%
Fuel cells power AI data centers. Oracle deal changes the growth curve.
7. $NOW: -5.0% | -39%
AI workflow automation sleeper. Dip is the setup before the re-rate.
8. $ORCL: -6.4% | +64%
Cloud AI contracts printing. $345 high shows the ceiling hasn't been found.
9. $NVDA: -4.1% | +49%
Hyperscalers have no alternative. Jensen's decade is just beginning.
10. $AAOI: -12.5% | +1,093%
800G transceivers. AI optical backbone play hiding in plain sight.
11. $MRVL: -7.5% | +377%
Jensen said it. Next trillion-dollar company. Custom ASICs win the race.
12. $HPE: -6.8% | +96%
AI server demand exploding. Q2 blowout. Old tech, new AI hardware story.
13. $DELL: -3.0% | +329%
AI PC + server supercycle. Jim Cramer says it's Dell's decade. Hard to argue.
14. $QCOM: -3.0% | +96%
ByteDance AI customer. On-device AI just unlocked a new TAM.
15. $ASTS: -6.6% | +295%
Satellite-to-smartphone broadband. 3 billion potential subscribers.
16. $IONQ: -1.7% | +146%
Trapped-ion quantum. Defense contracts validating the commercial roadmap.
17. $RKLB: -4.0% | +355%
SpaceX IPO lifts all space boats. Neutron rocket = the next growth engine.
18. $NBIS: -8.4% | +459%
Jensen Huang's neocloud pick. Leopold Aschenbrenner's top holding. AI infra pure play.
19. $IREN: -5.5% | +598%
$3.65B GPU financing. Microsoft deal. AI cloud pivot fully underway.
20. $LITE: -8.6% | +975%
$NVDA invested $6.5B in photonics. LITE is the picks-and-shovels winner.
DO NOT MISS this dip opportunity, you don't have to be a genius to be a millionaire by 2030.
♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 5 stocks to buy to 10x my portfolio.
@dbhoffman you provided an inpatient consult for me at City of Hope on 11/9/25 with a senior physician concerning the discovery of a primary tumor in my small intestine. I need the name of this other surgeon, not Dr. Raoof, so I can follow up with him. Please reply ASAP. Thanks!
In memory of my dear brother and best friend, Paul Thornton, who went home to be with our Lord and Savior on 9/5/11. Paul, I love you and miss you so much! Rest assured that I will look after your three beautiful and amazing daughters until we are reunited in God’s presence!
@kim_rysell Thank you, Kim. I will reach out to you tonight or tomorrow to catch up. It’s been a rough few months, and I miss talking and laughing with my big sister! Talk soon my friend!