Roger

Trader, Business Owner, Beach Bum

[Roger @GoldmanRoger]

@SqSehrish 69

[Roger @GoldmanRoger]

@CherieBeneteau No one ever complained their way to financial freedom

Start your own business and complain less

Opportunity abounds but not for whiners

[Roger @GoldmanRoger]

@UziCryptoo Rage baiting 101 🙄

[Roger @GoldmanRoger]

@explorebeauty12 It’s called Clickbait

[Roger @GoldmanRoger]

@rektfencer BREAKING Click bait 🙄😂

[Roger @GoldmanRoger]

@FinanceLancelot Click/rage bait 🙄

[Roger @GoldmanRoger]

@One_Way_Home Click/Rage bait 🙄

[Drew Kane @Drewalphatrades]

BREAKING 🚨

JENSEN HUANG CALLS MARVELL "THE NEXT TRILLION DOLLAR COMPANY" AT MARVELL CEO'S KEYNOTE @
COMPUTEX IN TAIWAN!

$NVDA $MRVL

$MRVL up 12% in futures!

[DENIRO @denir0x]

tu laptop actual acaba de convertirse en un pisapapeles

nvidia revento tres decadas de historia con un solo chip

se llama rtx spark y sus especificaciones son una estupidez

le metieron el nivel de una grafica 5070 128 gigas de memoria y un petaflop entero de potencia

pero lo mas enfermo de todo es que tu ia personal ahora vive fisicamente en tu equipo

cero internet
cero nube
funciona localmente las 24 horas

todo empacado en un diseño super delgado que no pierde fuerza cuando lo desconectas de la pared

las demas marcas ya estan sudando frio intentando ver como copian esta bestialidad

[Roger @GoldmanRoger]

@stocksandreales I hate when I miss the train too

[Michael | Hypermarkets @itsmichaelluu]

$NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

[Roger @GoldmanRoger]

@JesseBWatters 🙄

[Roger @GoldmanRoger]

@vulturetrades Dell

[Roger @GoldmanRoger]

@MarcosMillaYT Huh? When life give you a wave ride it until the end. 😎🤙🏼🤑

[Roger @GoldmanRoger]

@ParValue26 @unusual_whales Agreed. $HOOD will love it 🤑

[Roger @GoldmanRoger]

@Remzztrades

[Sam Parikh @smartertrader]

how good is sam

[Roger @GoldmanRoger]

@smartertrader If AMAT CEO says “shortage” then $LRCX, $KLAC, $ASML, $MU run like they heard free snack in the break room! 🤑😂

[Roger @GoldmanRoger]

@JUST_KAWS some kids in kindergarten like paste
and some like boogers

[Roger @GoldmanRoger]

@Remzztrades 🤑🔥🔥🔥🔥