Hugh Luongo

I Invest in AI Stocks and Cryptos #AAPL #AMZN #HOOD #META #NVDA #PLAB #PLTR #TSLA #BITCOIN #ETHEREUM #DOGE #SHIB #XRP. 🚀🚀🚀💰💰💰🇺🇸🇺🇸🇺🇸

[Michael | Hypermarkets @itsmichaelluu]

AI COMPUTE is sold out until end of 2028.

This is exactly how you become a millionaire, you buy and hold these companies:

GPU / CHIPS (Direct Compute Suppliers)

$NVDA
GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute.

$AMD
#2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues.

$AVGO
Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary.

$MRVL
Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency.

MEMORY (You Can't Run Compute Without It)

$MU
HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied.

$SNDK
NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery.

NETWORKING (Moving Data Between GPUs)

$CRDO
High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue.

$ANET
Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in.

$LITE
Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris

$COHR
Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE.

POWER (The Real Bottleneck)

$VST
Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive

$CEG
Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing.

$NEE
NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia

$GEV
Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+.

$ETN
Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems.

DATA CENTER BUILDERS / OPERATORS

$EQIX
Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR

$DLR
REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment.

$APLD
Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec

$IREN
High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure.

CLOUD HYPERSCALERS (Resell the Compute)

$MSFT
Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive

$GOOG
$175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group

$AMZN
$200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group

$META
Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 3 which hasn't exploded yet.

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang reportedly told investors in Taipei that AI ROI has been “completely reset” and is now “insanely profitable.”

It really does feel like the debate has shifted from whether AI spending has ROI to how fast companies can deploy enough compute to capture it.

[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.

[David Hunter @DaveHcontrarian]

The stock market is in what I believe is a historic,final parabolic leg of a 44 yr secular bull market.I am raising some of my targets as follows: SPX 10,000, Nasdaq Comp 36,000, DJIA 67,000, RUT 4000, QQQ 950, SMH 800, gold $7000 & silver $200. My other targets remain unchanged.

[Michael Jay - Value Investing @MichaelJayYT]

🚨Ultimate Prediction: $NVDA to smash $500+ by end of 2026! NVIDIA isn’t just rallying — it’s detonating an AI Big Bang explosion!🔥

Wall Street still grinding away at $300–$350? Wake up, that’s way too LOW!

My super aggressive forecast (straight-up face-slapping the conservatives):

- Minimum $480 by end of 2026, with high probability rocketing to $520–$620!

- Blackwell + Rubin + Agentic AI + trillion-dollar data center spending — $MU’s +19% surge to $1T today is ironclad proof: AI demand is simply unstoppable!

- $NVDA will exceed 12% of S&P 500 weight and single-handedly skyrocket the entire tech sector!

Missing this wave is like skipping AAPL in 2010… The train door is still open — last boarding call!!

Do you dare believe $NVDA breaks $700 in 2027? Drop your price targets in the comments! 👇👇👇
Dare to go All In?
#NVIDIA #NVDA #AI #Semiconductors #Stocks #MU

[Michael Jay - Value Investing @MichaelJayYT]

Bold Prediction: $NVDA to hit $400+ by end of 2026! NVIDIA isn’t just in a bull market — it’s igniting an AI nuclear fusion!

Wall Street is still timidly raising targets to $300–$350? Way too conservative!
My aggressive forecast:
1 $NVDA minimum $380 by end of 2026, most likely $420–$480!
2 Blackwell + Rubin super cycle + Agentic AI explosion will drive data center spending past $1 Trillion!
3 $NVDA could exceed 10% of S&P 500 weight and single-handedly carry the entire tech sector!
Missing this wave is like not buying AAPL in 2010… The train is still boarding!
Do you believe $NVDA can break $500 next year? Drop your price target in the comments!

#NVIDIA #NVDA #AI #Semiconductors #Stocks

[Sawyer Merritt @SawyerMerritt]

SpaceX in IPO filing: "We believe we have identified the largest actionable total addressable market in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."

[Elon Musk @elonmusk]

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.

We are in discussions with other companies to do the same.

Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

[Futurist | 10x Disruptive Stocks @futurist_lens]

Every cycle creates a new wave of millionaire investors.

• AI → $NVDA
• EVs → $TSLA
• Memory → $SNDK
• Photonics → $AAOI

Now robotics is forming the next major wave.

Bookmark!

Robotics Ecosystem:

• Actuators → $RBC $AME $RRX
• Sensors → $CGNX $STM $OUST $VPG
• Humanoids → $TSLA
• Edge AI → $AMBA $CEVA
• Humanoid Semis → $NVDA $AMD $QCOM $TXN $ON
• Motion Control → $ROK $PH $ALNT
• Power Semis → $NVTS $VSH $MPWR
• Battery / Storage → $ENS
• Connectivity → $CSCO $IRDM $SLAB
• Rare Earths → $MP $UUUU $USAR

The robotics wave could create generational wealth.

Follow the right people on X.

[Stocks World @anandchokshi19]

Trump's stock portfolio:

[NoLimit @NoLimitGains]

🚨 Donald Trump just revealed which stocks he’s buying in 2026

FULL LIST:

VOO
IWB
NOW
NVDA
RSP
ADBE
WDAY
ORCL
MSFT
AVGO
SNPS
CDW
PG
CDNS
TT
TXN
FIS
MSI
ETN
XLI
TDG
AMZN
JBL
COST
AXON
COMT
KRUS
DELL
BA
UBER
IEMG
AAPL
XLK
NVR
SMCI
GOVT
ICE
KLAC
FFIV
AVB
XEL
ARES
WM
EFA
CRM
PNC
DVA
GOOGL
NWSA
WST
HD
CVNA
IEX
NFLX
VTI

TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.

Every major filing will be posted on @InTheAssembly so follow them with notifications.

If you don’t follow them, you will regret it.

[Lazy Canadian Investor @JimChuong]

"A bull market is like sex. It feels best just before it ends.”

- Warren Buffett

[StockWhale @thestockwhale]

Goldman Sachs JUST announced: "AI optics industry will 10X until 2028." (April 2026 AI Optical Report)

If you want to be a millionaire in 2 years, buy these stocks on the next 10% dip:

1. Poet Technologies $POET
2. AXT Inc. $AXTI
3. Applied Optoelectronics $AAOI
4. Lumentum Holdings $LITE
5. Coherent $COHR
6. MACOM $MTSI

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

[Venu @Venu_7_]

After listening to Google, Amazon, Microsoft and Meta earnings call:

The AI buildout just got bigger. Combined 2026 capex now tracking $700B+

- $GOOGL: raised to $180-190B (from $175-185B). Cloud +63%, backlog doubled to $460B

- $META: raised to $125-145B (from $115-135B). Pure internal spend, no cloud resale

- $AMZN: $200B maintained. AWS +28%, fastest in 15 quarters. TTM FCF collapsed to $1.2B

- $MSFT: $31.9B in Q (below $34.9B est). Demand still > supply. AI run-rate $37B (+123%)

Theme: Every CEO said the same thing - capacity constrained, not demand constrained.

Winners downstream:

GPUs/Accelerators: $NVDA, $AMD, $AVGO, $MRVL, $ARM
Custom ASIC/Silicon: $AVGO, $MRVL,
Foundry/Equipment: $TSM, $ASML, $AMAT, $LRCX, $KLAC, $ICHR, $UCTT
Memory/HBM: $MU, $HBM (SK Hynix), $WDC, $STX
Connectivity/Interconnect: $CRDO, $ALAB, $MRVL, $AVGO
Networking/Switching: $ANET, $CSCO
Optical/Transceivers: $COHR, $LITE, $CIEN, $FN, $AAOI
Power Generation: $CEG, $VST, $NRG, $TLN, $OKLO
Power Equipment/Grid: $VRT, $GEV, $ETN, $PWR, $HUBB, $NVT, $BE, $FPS
Cooling/Thermal: $VRT, $MOD
Cabling/Components: $APH, $GLW

My take: demand is still accelerating, supply is still catching up - this cycle likely runs longer than most expect.

[Eric Daugherty @EricLDaugh]

🚨 WOW! Elon Musk just reposted this from Donald Trump 🙏🏻

“Saint Michael the Archangel, defend us in battle. Be our defense against the wickedness and snares of the Devil. May God rebuke him, we humbly pray, and do thou, O Prince of the heavenly hosts, by the power of God, cast into hell Satan, and all the evil spirits, who prowl about the world seeking the ruin of souls. Amen.”

America is a Christian nation.

[Futurist | 10x Disruptive Stocks @futurist_lens]

The next wave of millionaires come from these 5 themes:

Bookmark.

• Space - $RKLB $ASTS $PL $BKSY $SATL $SIDU
• Photonics - $AAOI $AXTI $AEHR $POET
• AI infra - $NBIS
• AI Power- $NVTS $WOLF $VICR $AOSL
• Defense Tech - $ONDS $KTOS $RCAT $MOB

Follow the right people on X

[Lin @Speculator_io]

The 7 Layers of Photonics

1. Materials & Wafers: $AXTI $ALMU $TECK $IQE $LWLG $SOI $WOLF
2. Tools: $AIXA $ALRIB $VECO $LRCX $AMAT $SHMN $ONTO
3. Lasers: $SIVE $MTSI $HIMX $STM $LASR
4. Foundries: $TSEM $FN $XFAB $SANM $UMC $GFS
5. Testing: $AEHR $FORM $COHU $TER $VIAV $ASX $AMKR
6. Optics: $LITE $COHR $POET $MEMS $AAOI $OPTX $LPTH
7. Networking: $CRDO $MRVL $SMTC $CIEN $NOK $GLW $ALAB $ANET $AVGO

[Bullionaire Invests @itsbullionaire_]

$NVDA will be a $500 stock.

Here is why.

I think the biggest mistake people still make with Nvidia is talking about it like it is just another semiconductor company that happened to catch the right trend at the right time.

I do not think that is what this is anymore.

Nvidia is becoming one of the most important companies in the entire AI economy, because almost every serious AI buildout still runs through the compute layer that Nvidia helps control.

That is what makes the story so powerful to me.

This is not just about a company selling chips into temporary hype.

This is about a company that has positioned itself right in the middle of one of the biggest technology shifts in the world, and every year that AI keeps getting more important, Nvidia becomes even more important with it.

Every company wants AI.

Every major model needs massive compute.

Every data center buildout, every inference push, every race for more power and speed keeps pointing back to Nvidia in some way.

That is why I think trying to value Nvidia like a normal business misses the point.

Because the companies that sit in the center of a major platform shift usually end up becoming much bigger than people thought they ever could.

And that is exactly how Nvidia looks to me right now.

The bull case is actually pretty simple.

If AI keeps scaling, Nvidia keeps winning.

If enterprise demand keeps growing, Nvidia keeps winning.

If the arms race around compute, infrastructure, and model performance keeps accelerating, Nvidia keeps staying in the middle of that spend.

That is why I do not think the move is over just because the stock has already gone up a lot.

A lot of people see a huge winner and assume they missed it.

I see a company that still looks like core infrastructure for where the world is going.

And if that view is right, then I think Nvidia still has a lot more room to run from here.

That is why I think $NVDA will be a $500 stock.

It sounds crazy today.

But the biggest winners almost always do before the rest of the market finally sees it.