Michael MD

Internist-Cleveland Clinic Florida || Finance- MBA, Carey Business School || Biotech stocks, Deep Value Investing. ||Opinions are my own

[Michael | Hypermarkets @itsmichaelluu]

$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.

[Okang'a Designed It. @Okanga_DesignIt]

Glad to share this has been approved by the client after addressing their comments and improving it✅.
Proposed 4 Bedroom on a ¼ an acre.

[StockWhale @thestockwhale]

Millionaires are MADE by buying the DIP on an uptrending market.

Space stocks have TOPPED short-term. But it's STILL in an AMAZING weekly uptrend. This means you can BUY the dip.

Here's the best space stocks to buy:

1. Redwire $RDW
2. RocketLab $RKLB
3. AST Spacemobile $ASTS
4. Sidus Space $SIDU
5. Archer Aviation $ACHR
6. Joby Aviation $JOBY
7. Firefly Aerospace $FLY
8. Intuitive Machines $LUNR
9. Planet Labs $PL
10. Satellogic $SATL
11. BlackSky Technology $BKSY
12. Spire Global $SPIR

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Seth Klarman @robertl1989]

Getting positioned in these stocks before June 15 could be a life-changing move.

1. $ALAB - Astera Labs
2. $VRT - Vertiv Holdings
3. $CRWD - CrowdStrike Holdings
4. $CRWV - CoreWeave
5. $NVDA - NVIDIA
6. $PLTR - Palantir Technologies
7. $TSLA - Tesla
8. $RKLB - Rocket Lab USA
Don't overlook this trend. Jensen Huang is betting on it. Elon Musk has been building for it for years. The investors who recognize the opportunity early may have the most to gain as this industry continues to scale.

[Michael | Hypermarkets @itsmichaelluu]

I called out $NOW at $85 → $135 up 160% already.

It's going to triple by 2027 and Trump's favorite stock too.

Right now, these 10 SaaS plays have 1000% potential:

1. $NOW target $260 back to its 52-week high.

Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story.

2. $MSFT $650 ATH was $538.

Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance.

3. $ORCL $400 52-week high was $345.

The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re-test of prior highs with a new catalyst.

4. $PLTR $260 — back to its ATH.

Q1 revenue beat of 85% YoY with 104% US growth; at this rate the valuation conversation changes entirely by mid-2027.

5. $CRM $370 — ATH was $364 in Dec 2024.

Agentforce commercial traction is the re-rating catalyst; Salesforce's own 12-month consensus sits at $255 bull case blows past that.

6. $DDOG $340 — already at an ATH today.

Bull target extrapolates the FedRAMP win + 32% revenue growth sustaining through 2027.

7. $SNOW $420 — ATH was around $229 (post-split era).

Snowflake's best day ever on May 28 was a signal. Cortex AI + Iceberg momentum makes $420 the 12-month bull ceiling.

8. $MDB $500 — ATH was $444.

Q1 FY2027 blew past estimates; Morgan Stanley just raised to $380. $500 is the full bull re-rate on Atlas cloud reacceleration.

9. $INTU $650 — ATH was $813.

Down 60%+ from peak. At $331 this is the most dislocated name on the list; bull case is a partial recovery to historical fair value as AI Intuit products ramp.

10. $ADBE $480 — ATH was $638.

Down 60%+ from peak. Firefly AI monetization is early innings; bull case assumes the market stops pricing in disruption and starts pricing in dominance.

11. $TTD $65 the biggest upside.

ATH was $91. Currently at $21 absolutely wrecked from peak. A single strong quarter + CTV ad spend recovery could triple this from current levels. Highest risk, highest reward on the list.

12. $VEEV $330 — ATH was $310.

Analyst consensus is $262. Bull target assumes Vault CRM global adoption ($TEVA, $MRK both committed this week) drives a meaningful re-rating above prior highs.

The best SaaS ETF to get is $IGV and its the $SOXL for semi-conductors and $DRAM for memory.

♻️ RESHARE this post and write 1 comment, I'll share with you my $IBM play and I don't own it yet so I need to add it.

[amit @amitisinvesting]

remember all the people that said software was dead and it’ll all be vibe coded away

yeah please never listen to that argument ever again

the tokens need to be processed, orchestrated, and governed via the application layer

SaaS Summer baby

[Michael | Hypermarkets @itsmichaelluu]

Yesterday, $DELL spiked 45% after its Q1 earnings.

Options exploded 20000%-30000% in 1 day (rare).

Next week, there's 4 earnings with exact same set-up:

1. $CRWD 📅 Earnings: June 3 (After Close)

As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory.

No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine.

Target: $800 median | $700 Wedbush & Benchmark | $750 Oppenheimer

2. $AVGO 📅 Earnings: June 2 (After Close)

Custom AI chip (XPU) demand from hyperscalers accelerating every quarter. $AVGO is the silent infrastructure backbone of the AI supercycle.

While $NVDA dominates training, Broadcom owns the custom silicon layer designing the XPUs that $GOOG, $META, and Tiktok use to run inference at hyperscale, plus the networking chips that stitch datacenters together.

As hyperscalers race to reduce $NVDA dependency and build proprietary AI chips, Broadcom is the only company with the design expertise and manufacturing relationships to deliver.

Target: $500 avg | $480 Susquehanna | $560 high

3. $PANW 📅 Earnings: June 2 (After Close)

Platformization strategy converting AI security budgets into sticky, recurring revenue.
AI doesn't just create new threats it supercharges existing ones, making next-gen cybersecurity a non-negotiable line item for every enterprise on the planet.

PANW's platformization strategy is purpose-built for this world: one unified platform replacing dozens of point solutions, with AI models running across network, cloud, and endpoint security simultaneously.

Target: $320 avg | $340 high | $300 median (75 analysts)

4. $GTLB 📅 Earnings: June 2 (After Close)

AI-native DevSecOps platform controls full dev lifecycle as code volumes explode.

AI is going to produce more code in the next five years than humans wrote in the last fifty and all of it needs to be managed, secured, and deployed somewhere.

While competitors like GitHub Copilot focus on code generation, GitLab controls the entire pipeline and that becomes more valuable, not less, as AI-generated code volumes explode.

Target: $40 median | $60 high (Macquarie) | $27 low (Cantor)

$ORCL earnings is on June 10 and $MU is on June 24. These will explode like $DELL did most likely.

♻️ RESHARE this post and write 1 comment, I'll DM the best $MU contract to get for earnings right now.

[Seth Klarman @robertl1989]

I’ll say this one last time: these 10 companies will mint millionaires by 2030.
My top picks for May:

1. $SATL(Satellogic) — $10 → $16 2.
2. $IREN(Iren) — $64 → $120 3.
3. $ASTS(AST Spacemobile) — $126 → $320 4.
4. $RKLB(Rocket Lab) — $146 → $210 5.
5. $NBIS(NEBIUS) — $226 → $375 6.
6. $NOK(Nokia) — $15 �� $24 7.
7. $USAR(USA Rare Earth) — $27 → $43 8.
8. $LUNR(Intuitive Machines) — $42 → $74 9.
9. $BKSY(BlackSky) — $51 → $78 10.
10. $NOW(ServiceNow) — $100 → $180 Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

[Regarding Semi @regardingsemi]

$SNOW is going to murder earnings tomorrow. AI has opened up an abstracted data and BI layer inside every enterprise that previously didn’t exist. Cortex is an incredible product too. I was talking to a Snowflake sales rep at a conference last month, and they said they’ve never been busier. Earnings will kill, what the market reaction will be...I'm not sure.

[Flowseidon @kiantrades]

Notable Flow
$AA 100C 9/18exp $2.7M 2.6 Avg
$FLY 70C 8/21exp $2.1M 5.3 Avg
$MSFT 440C 6/26exp $1.3M 6.75 Avg
$MEOH 65C 7/17exp $350k 3.4 Avg
$CRDO 300C 6/18exp $611k 5.21 avg
$USAR 30C 7/17exp $440k 2.74 Avg
$CPNG 18C 7/17exp $1M .63 Avg
$INDI 7.5C 11/20exp $583k .55 Avg
$ARKK 76P STO 9/18exp $2.23M 6.34 Avg
$NKE 44P STO 6/18exp $1.6M 1.55 Avg
$BURL 270P STO 7/17exp $1.4M 3.82 Avg
$XPO 160P STO 7/17exp $387k 1.55 Avg

Use code: LIFE50 for 50% OFF our LIFETIME MEMBERSHIP! Not sure if there is any left

Use code: MEMORIAL30 for 30% OFF your first TWO MONTHS in the Owls Discord! 📷📷📷 https://t.co/kT4kaDIB7F

[Kevin Xu @kevinxu]

best 18 traders to follow on X:

@amitisinvesting = finX king
@citrini = deep research king
@aleabitoreddit = bottleneck-maxxer
@michaelsikand = asymmetric king
@kevinxu = swing trading king
@ChrisCamillo = 8 figure king
@ChairmansLedger = 9 figure king
@cantonmeow = charting king
@KawzInvests = AI infra king
@Gubloinvestor = small cap king
@CKCapitalxx = early to lots of names
@jiahanjimliu = best $IREN poster
@BryzonX = first to $HLIT
@JKeynesAlpha = $QS king
@bubbleboi = tpot finance poaster
@alc2022 = great guy to inverse
@Liathetrader = daily setup queen
@StockSavvyShay = media mogul

follow them all and learn.

[AlmaCap @AlmaCap114204]

Criminally under followed.

[Stock PlayMaker 🌐 @stockplaymaker1]

PRE-LIST OF STOCKS THAT CAN RUN 50-100%+ NEXT WEEK (OR) HAS CONTINUED MOMENTUM

#1 $QTEX
#2 $AKTX (PREMARKET)
#3 $TE
#4 $BB $NOK
#5 $GOVX
#6 $CODX
#7 $FEMY
#8 $NEXR
#9 $AIM
#10 $SIDU
#11 $MNTS
#12 $FJET
#13 $QUCY
#14 $AMPG
#15 $RGTI
#16 $QCLS

ANYTHING ELSE?

[SandemanStocks @Sandeman52]

This is kinda cool…

This is an app @stephan_lucka made. Though I don’t own $CRWV and sold my $HIMS a few weeks ago.

Pretty cool to be #3 globally with the best hit rate…and mentioned with @aleabitoreddit , @daniel_koss and the @KobeissiLetter . Not really sure what it means but must be good to be mentioned with these greats 🙏🤷

[Serenity @aleabitoreddit]

You idiots all bought the wrong Kura ( $KRUS )

[Mike Investing @MrMikeInvesting]

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…

These 5 layers include:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM

Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.

Save this for later…

[CK Capital @CKCapitalxx]

Stocks I think are deeply undervalued right now and will re rate.

My conviction list.

$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionality completely unpriced. Should be a $100 stock.

$ASTS — $86. Every major US carrier now signed. 3.3 billion addressable subscribers. Monthly batch launches starting now. The most scalable subscription infrastructure business ever built.

$KEEL — $4 Power secured land in constrained markets. The hyperscaler lease is coming. When it signs this re-rates overnight.

$DGXX — $7 billion Cerebras colocation contract. $2.5 billion in expansion options. $56 billion anchor tenant. Fraction of the valuation.

$VIVO — $5 million market cap. 41.5MW operational today. Management formally guiding $1 billion in revenue by 2029. One hyperscaler lease announcement changes everything.

$MU — $680 The memory supercycle is just getting started. HBM demand from AI is unlike anything this company has ever seen. Still undervalued at current prices.

$SNDK — $1330 Leopold's second largest position at $724 million. Flash storage demand accelerating with every AI deployment. The re-rate has not happened yet.

$ZETA — $19 AI powered marketing platform growing 40% year over year. The market has not figured out what this business is worth at scale.

$OPTX — $6.50 Anduril. US military. LEO satellites. AI datacenter interconnects. All ramping simultaneously. $305 million market cap and multiple decade long tailwinds behind it.

All of these feel mispriced to me right now.

Not financial advice. DYOR.

[Stock PlayMaker 🌐 @stockplaymaker1]

FULL LIST OF STOCKS THAT CAN RUN 50-100%+ NEXT WEEK OR HAS CONTINUED MOMENTUM

#1 $QUCY premarket
#2 $ALP
#3 $GETY
#4 $NBIS
#5 $GENB => NVDA
#6 $POET => short report
#7 $ERNA
#8 $SIDU Space
#9 $MNTS Space
#10 $NOK
#11 $FNUC
#12 $ADTX
#13 $TRT
#14 $RXT
#15 $LGCB

Theme: 👇

[InvestmentGuru @InvestmentGuru_]

One AI Supercycle -
10 Layers. 10 Tickers.

Layer 1 — Power | $BE

A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the intersection of distributed power generation and the insatiable energy appetite of hyperscalers. Power is the foundational constraint — before chips, before cooling, before anything else.

Layer 2 — Substrates | $AXTI

InP (Indium Phosphide) and GaAs (Gallium Arsenide) wafers are the raw material for photonic components — lasers, modulators, detectors. AXT Inc supplies these specialty substrates to the photonics supply chain. Demand is structurally rising as Co-Packaged Optics (CPO) and 1.6T transceivers scale. Tight supply, long qualification cycles, few alternatives.

Layer 3 — Chips | $NVDA

H100. H200. Blackwell. Each generation widens the moat rather than narrowing it. CUDA lock-in is one of the deepest competitive advantages in tech history. $NVDA isn’t just a chipmaker — it’s the operating system of the AI era.

Layer 4 — Memory | $MU

HBM3E (High Bandwidth Memory) is the bandwidth interface between the GPU and data. Without it, the most powerful chips in the world are throttled. Micron is one of only three companies globally that can produce HBM at scale — alongside SK Hynix and Samsung. Supply is tight. ASPs are rising. The AI upgrade cycle is a multi-year HBM demand wave.

Layer 5 — Photonics | $AAOI

As data centers scale from 400G to 800G to 1.6T optical speeds, the components inside transceivers — lasers, modulators, detectors — face an exponential demand surge. Applied Optoelectronics is a pure-play photonics manufacturer benefiting directly from this cycle. Margin expansion + volume ramp = a powerful setup.

Layer 6 — Optics | $LITE

If photonics makes the components, optics assembles them into the interconnect.

Lumentum is a leader in optical networking — coherent transceivers, 3D sensing, EML lasers. The 800G → 1.6T transition is a hardware replacement cycle that touches every hyperscaler and co-lo data center globally. This isn’t incremental demand. It’s a full network overhaul.

Layer 7 — Cooling | $VRT

Vertiv designs and manufactures liquid cooling, immersion systems, and thermal management infrastructure for high-density AI racks. As GPU power density climbs past 1kW per chip, traditional air cooling fails. Vertiv is already embedded with the largest hyperscalers. Backlog is growing. Lead times are extending.

Layer 8 — Networking | $ANET

Arista Networks builds the high-speed Ethernet switching fabric that connects thousands of GPUs inside AI training clusters. Their software-defined architecture and 400G/800G switching platforms are designed for exactly the traffic patterns AI workloads generate. AI networking is a separate, incremental growth vector on top of their already dominant enterprise business.

Layer 9 — Data Centers | $NBIS

Nebius Group is building AI-native data centers — purpose-built for GPU density, liquid cooling, and low-latency networking. Unlike legacy co-los retrofitting old facilities, Nebius is starting from scratch for the AI era. Backed by Yandex’s original infrastructure DNA, they’re scaling fast in a market where capacity is chronically constrained.

Layer 10 — Hyperscalers | $GOOG

Google has committed $75B in capex for 2025 alone. Their TPU buildout, data center expansion, and AI product integration (Gemini, Search, Cloud) make them both a consumer and a builder across the stack. Every dollar they spend flows down through layers 1–9.

The AI supercycle isn’t a software story — it’s a physical infrastructure buildout that rivals the railroad era. Every layer of this stack is capacity-constrained, capital-intensive, and structurally undersupplied relative to where demand is heading. Most investors own one or two names at the top of the stack. The opportunity is in understanding all 10 layers — and sizing accordingly.

Not financial advice .

[CK Capital @CKCapitalxx]

My 2030 price targets. These are mine. Not financial advice. DYOR.

$ASTS — $77 today. Every US carrier now on board. 3.3 billion addressable subscribers. 60% of consumers willing to pay per GSMA survey. At 30% adoption and $5 ARPU this is a $1 trillion company. 2030 target: $1000+.

$NBIS — $218 today. 684% revenue growth. $7-9B ARR guidance for 2026. Meta deal. NVIDIA partnership. Pennsylvania 1.2GW factory announced. At 15x on $7B revenue that’s $105B market cap. Still early. 2030 target: $800+.

$BE — $275 today. 130% revenue growth Q1. $3.6B 2026 guidance. Oracle deal up to 2.8GW. The AI power crisis is Bloom’s supercycle. 2030 target: $700*+.

$HOOD — $77 today. Expanding into prediction markets, private equity, and crypto. Every new retail investor cycle runs through Robinhood first. 2030 target: $300+.

$PENG — $49 today. NASA. US Air Force. US Navy. NVIDIA and AMD partner. Photonic memory optionality completely unpriced. 2030 target: $150+.

$KRKNF — $5.30 today. NATO naval spending supercycle just started. $28M in new orders last month alone. The most important underwater defense tech company nobody is talking about. 2030 target: $20+.

$AMPX — $17 today. Silicon anode batteries. DoD contracts. Highest energy density battery commercially available. 2030 target: $80+.

$EOS.AX — 9.30 AUD today. A$726M pro-forma order book. Full counter-drone stack now complete. NiDAR battle proven against Shahed drones. 2030 target: 50+ AUD.

$OPTX — $7.64 today. Space optics quadrupled production. Anduril EagleEye exposure. NDAA domestic sourcing mandates. 2030 target: $50+.

$VIVO — $4.65 today. Management guiding $1B revenue by 2029 on assets they already control. 2030 target: $40+.

These are the ones I’m holding into the decade.