Listen carefully: The next trillion-dollar wealth cycle will run through these 5 sectors. Here are the names positioned ahead of it:
1. Robotics / Autonomy :
$OUST
$SYM
$SERV
$ONDS
$CGNX
2. AI Infrastructure :
$NBIS
$CRWV
$APLD
$IREN
$VRT
3. Space Economy :
$ASTS
$RKLB
$RDW
$LUNR
$BKSY
4. Power / Nuclear :
$CEG
$OKLO
$SMR
$NE
$LEU
5. AI Software:
$PLTR
$NOW
$NET
$PATH
$SOUN
The crowd will arrive after the capital flow becomes impossible to ignore. You need to arrive before it.
2027 hyperscaler FCF projections:
$MSFT : $57 billion
$GOOG : $23 billion
$META : $11 billion
$AMZN : $20 billion
The market cares about FCF, as shown by its reaction to $GOOG’s FCF turning negative.
$MSFT is the cheapest mega-cap on forward P/FCF basis.
Are you buying?
The best way to get rich is to buy great companies when everyone else is selling Here are 10 high-quality stocks that are in a drawdown:
1. $MSFT
2. $NOW
3. $NVDA
4. $AVGO
5. $AMZN
6. $UBER
7. $META
8. $NFLX
9. $SOFI
10. $MA
Follow me, load the bullets, and wait for the signal of financial freedom.
I’m 63 years old and retired from JPMorgan. My monthly income is $105,000. My July advice 24th:
$SNDK (SanDisk)— Don’t buy
$OKLO (Oklo Inc) — Don’t buy
$META (Meta Platforms) — Don’t buy
$TSLA (Tesla) — Buy at $340–$350
$SPCX (SpaceX) — Buy at $110–$115
$SKHY (SK hynix) — Buy at $160–$165
$GOOG (Alphabet-C) — Buy at $318–$323
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.
I’ll say it once. My strategy for July 23 is:
Everyone wanted:
$NBIS at $258 and is hesitating at $218.
$CRWV at $138 and is hesitating at $83.
$IREN at $81 and is hesitating at $41.
$APLD at $77 and is hesitating at $30.
$RKLB at $114 and is hesitating at $70.
$ASTS at $83 and is hesitating at $62.
$LUNR at $41 and is hesitating at $14.
$OKLO at $87 and is hesitating at $45.
Warren Buffett: A falling quote is not a broken thesis. A broken thesis is a broken thesis.
6 months from now, some will wish they separated volatility from execution.
You can’t make this up. Psychology repeats itself.
Memory stocks will chop around and go sideways for a while. They will test this area to see if this is the low forever, or if another leg lower needs to happen.
In either case, I will be a buyer in memory for the long-term if it head down.
1. Memory ETF $DRAM
2. Micron $MU
3. SanDisk $SNDK
If you're looking for high-quality stock information, send me a private message.
I don't give a FUCK how broke or rich you are, Photonics stocks are going to make people MILLIONS this year.
Here are my top 5 that I believe will outperform the rest:
$AAOI
$SIVE
$AXTI
$LPTH
$TSEMMany
will regret not following me for more.
I am 63 years old with nearly 40 years of experience studying U.S. stocks. After decades in the market, here are my simple rules forbeginners:
I hope this guide proves useful to you.
When prices drop:
📉 If it drops 5% → Hold
📉 If it drops 15% → Add 10%
📉 If it drops 25% → Add 20%
📈 If it rises 5–15% → Hold
📈 If it rises 25% → Sell 10%
📈 If it rises 35% → Sell 20%
📈 If it rises 45% → Sell 30%
📈 If it rises 60% → Sell 40%
📈 If it rises 100% → Sell all
My top 10 favorite stocks for the rest of 2026:
$IREN - AI data centers
$CRDO - AI connectivity
$MRVL - custom AI silicon
$TE - solar manufacturing
$AMZN - cloud and e-commerce
$AAOI - optical transceivers
$NOK - telecom and networking
$PENG - AI memory and systems
$OSS - rugged edge AI compute
$ONDS - autonomous defense systems
The second half of 2026 should be interesting.
I'll only say this once. These 8 stocks could look very different after the next earnings cycle...
1: $IREN (Iren) → $40 Strong Buy
2: $CRWV (CoreWeave) → $72 Strong Buy
3: $APLD (Applied Digital) → $26 Strong Buy
4: $CRDO (Credo Technology) → $212 Strong Buy
5: $OUST (Ouster) → $33 Must buy
6: $ONDS (Ondas) → $6.76 Must buy
7: $RKLB (Rocket Lab) → $64 Must buy
8: $PLTR (Palantir) → $133 Must buy
Save the list. Earnings, financing and contracts will decide who deserves the next move.
It's decision-mode time soon for memory stocks like $MU ,
$SNDK, and $DRAM.
In either case, I will be a constant buyer for the future every month rain or shine.
Semiconductors, AI-Infra and Space just had one of their best days this year.
Yet most of them are still far below ATH:
$NBIS | -29%
$CRWV | -58%
$RKLB | -53%
$ALAB | -38%
$MU | -25%
$CRDO | -30%
$MRVL | -38%
$AMD | -9%
$ARM | -38%
$AAOI | -50%
$liteon | -25%
$IREN | -48%
$APLD | -41%
$VRT | -21%
And most of these have not bottomed yet.
When $NVDA plummets over the next weeks, a lot of these stocks will be hit hard one last time.
That is when you need to buy.
I will publicly announce when this happens.
8 stocks. Buy in 2026. Give them until 2030.
$NVDA (NVIDIA) → $198 Must buy
$AMD (AMD) → $518 Must buy
$TSM (TSMC) → $405 Must buy
$COHR (Coherent) → $302 Must buy
$ANET (Arista) → $166 Must buy
$PLTR (Palantir) → $126 Must buy
$RKLB (Rocket Lab) → $66 Must buy
$AAPL (Apple) → $313 Must buy
Which three would you hold for four years?
8 stocks. 8 lower entries. No reason to chase.
$TSLA (Tesla) — Buy at $341–$352
$RKLB (Rocket Lab) — Buy at $62–$65
$PLTR (Palantir) — Buy at $119–$124
$COHR (Coherent) — Buy at $285–$296
$ANET (Arista) — Buy at $157–$163
$AMZN (Amazon) — Buy at $223–$231
$GOOGL (Alphabet) — Buy at $312–$323
$META (Meta) — Buy at $579–$598
Which one would you buy first?
Leopold Aschenbrenner's biggest longs are all up today and most missed why:
• $IREN : announced $2.8B in new AI cloud contracts • $APLD : Earnings approaching on July 27
• $SNDK : Morgan Stanley and UBS bullish analysis
• $BE : JPMorgan raised price target from $267 to $346
• $HUT : Signed a $9.8B, 15-year AI data center lease
And it seems Wall Street is the most bullish:
Morgan Stanley called the memory pullback a "compelling entry point" this morning, forecasting prices rise at least 25% from Q2 to Q3 as AI data center demand keeps supply tight
UBS sees the DRAM market undersupplied "until at least 2028" and called the recent selloff in memory stocks "likely temporary"
I’ll only say it once. This might be the fastest way to hit $1 million by the end of 2026:
$INTC (Intel) → $100 Must bu
$AXTI (AXT Inc) → $50 Must bu
$NVDA (NVIDIA) → $205 Must bu
$NBIS (NEBIUS) → $193 Must bu
$SPCX (SpaceX) → $124 Must bu
$HOOD (Robinhood) → $103 Must bu
$MRVL(Marvell Technology) → $200 Must bu
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.
🚨Cathie Wood’s Latest Big Moves! Wood sold a bunch of $AMD and went heavy on these names:Key Buys:
$SPCX → Big add (Musk’s biggest fan, loading up on SpaceX exposure)
$CRWV → Major add (AI GPU cloud play, down 35% from highs)
$KTOS → Strong add (Defense drones & autonomous systems)
$XE → Nuclear power for AI data centers
$AVAV , $PONY , $ISRG , $META, $NFLX→ Robotics, AI, autonomous driving & tech
She’s clearly doubling down on AI, Space, Defense, Robotics & Nuclear Energy themes.
She trimmed or sold positions in
$AMD
$HOOD
$TWST
$TXG
$ROKU
$NET
$BIDU, etc.
NFA | DYOR What do you think of her moves? Bullish or too risky? Drop your thoughts Follow for more stock updates!