SHOWTIME SMOOTH

❄⛄❄COLORADO IS MY HOME ⛄❄.1 John 4:19.IF ON MY PAGE I'M ON YOUR'S...GET AT ME

[SHOWTIME SMOOTH @IPutUpNumbers]

@Stockster001 Honestly, those price targets feel a bit too optimistic given current market volatility. Memory sector's strong, but I'm not jumping in until we see more stability.

[Stockster @Stockster001]

$MU: Suggested buy zone ~$105-110 (strong support area)
$SKHY (pre-listing proxy): Watch for post-listing entry ~$80-90 range
$NVDA: Long-term add on dips ~$130-140 zone

Investment opportunities in the memory sector remain strong, with $SKHY preparing for a Nasdaq listing aimed at narrowing the valuation gap with $MU.

SK Hynix currently holds a dominant first-mover position in supplying NVIDIA with HBM3E, granting it strong pricing power and market share advantages. MU is catching up but lags behind in advanced HBM. This supply chain concentration creates short-term advantages for the leader.

SK Hynix enjoys significantly higher operating margins (~48% vs. Micron’s ~26%), driven by high-end HBM products and efficient production. This structural advantage supports stronger cash flow for R&D and expansion.

Explosive growth in AI training and inference is driving massive demand for HBM. Data centers and GPU clusters require high-bandwidth memory, creating a sustained tailwind for the sector over multiple years.

[SHOWTIME SMOOTH @IPutUpNumbers]

@MMe22ng5j Memory bandwidth has been a hidden choke point for years. Glad more people are starting to see it.

[idea aur code @MMe22ng5j]

Jensen Huang and Michael Dell say the biggest AI bottleneck is now memory.

My buys:
$MU — Buy Now
$AVGO — Buy Now
$HOOD — Buy Now

Must Buy on dips:
$MRVL ($230–240), $QCOM ($180–190), $LRCX ($340–350), $NVDA ($192–200).
Don’t fear market pullbacks — opportunities are there.

[Richard Voss @RVossStocks]

The launch of that fresh 2x short vehicle on $AAOI isn’t screaming “top” to me — it’s straight confirmation this name sits smack in the middle of the AI photonics arena. Shorts now have a clean leveraged tool to swing at it, and yeah, that could juice downside pressure during soft sessions with short interest hovering around 13-14%. But let’s get real about the setup.
$AAOI has a habit of ripping violent gaps on fresh order flow and hyperscaler momentum. If Q2 prints solid 800G ramp confirmation alongside any margin lift, this new short ETF flips from headwind to rocket fuel for squeezes. Near-term it amps volatility across the whole photonics crew — a dip in AAOI becomes the perfect excuse for traders to hammer related plays like $LITE, $COHR, $FN, $AXTI, $CRDO, and even the smaller ones such as $POET or $ALMU. As the highest-beta name in the group, AAOI now functions like the ultimate risk-on/risk-off toggle for the sector. Watch those flows closely — the battlefield dynamics favor the prepared.

[SHOWTIME SMOOTH @IPutUpNumbers]

• Growth Portfolio: +431% (93% CAGR) •
$QQQ
: +171% •
$ARKK
: +154% •
$SPY
: +91%

[SHOWTIME SMOOTH @IPutUpNumbers]

Market took a hit from Iran/oil news, but software and AI infrastructure stocks stayed strong.

Lesson: Adding on dips is safer than chasing breakouts. Quality tech holds up when fear is high.

Watching $DDOG and $SNOW for entries.

[SHOWTIME SMOOTH @IPutUpNumbers]

@GahddamnSkater Bold calls. Market timing is tricky though—could be a long wait before those numbers hit.

[SHOWTIME SMOOTH @IPutUpNumbers]

Trump says the Iran ceasefire is done. Oil's jumping, Dow tanked -576 pts. Nasdaq held steady though.
Energy stocks are finally waking up. Eyeing $XOM for a swing trade.
Not going all in yet, but the volatility's coming back.
Retail might freak out, smart money's probably buy

[CiaraJená @ciara_jena]

Stop hunting down those blazing-hot chip stocks...
Snag these 5 picks with just as much potential instead:

$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy

Save this post. You’ll be glad you did. Early movers clean up! 🚀

[SHOWTIME SMOOTH @IPutUpNumbers]

Zuckerberg talked about diving into AI cloud business—huge long-term play. Meta’s using its big user base and infra to take on AWS, Azure, GCP in high-margin cloud space.
Big opportunity:
Strong ad revenue funds AI push
Potential new cloud income stream
$META dip-buys on r

[SHOWTIME SMOOTH @IPutUpNumbers]

@YUUGecko Memory plays have been sleeping for a while, curious if this rotation finally wakes them up or if it's just noise.

[YUU @YUUGecko]

Here's what I'm watching for next week 👀

$SPY looks solid above 740-750 support
$ASTS is showing a momentum dip worth buying
$MU and $SNDK have memory rotation strength
$TSLA testing a weekly level for a possible entry

Earnings plays coming up $PEP, $DAL first.
Rotati

[SHOWTIME SMOOTH @IPutUpNumbers]

Just keep an eye on the big players and hold for the long run. Day trading isn't for most people unless you've got a guide or you plan to quit after one win. 🥇

Here are the US stocks expected to pop the most next week 🏆
$NVDA
$MU
$AMD
$AVGO
$META
$INTC
$TSLA

[SHOWTIME SMOOTH @IPutUpNumbers]

@ryancooper225 Been keeping an eye on MU too, the memory sector feels like it's got some legs left in this market.

[SHOWTIME SMOOTH @IPutUpNumbers]

Making about $90k a month now, so I just share stuff I like.

July calls:
$MSFT – Skip
$GOOG – Skip
$ORCL – Grab $142-$148
$SNDK – Grab $1880-$1890
$AVGO – Grab $395-$405
$MU – Grab $1010-$1015

No fees? I'm good on money and just enjoy sharing ideas.

[SHOWTIME SMOOTH @IPutUpNumbers]

Here's what I'm watching next week for stocks and setups:

$SPY Looks solid above 740-750 support
$ASTS Dip buying zone forming
$MU / $SNDK Memory stocks gaining momentum
$TSLA Testing weekly levels for a potential entry

Big tech earnings like $PEP and $DAL are first up.

[Amira Taai @AmiraTaaixrfq]

#dance #gymtoks #afterworkout #gymgirl #fitnessmodel