Jason Miller

Just a guy who loves the markets.
Tracking opportunities, learning every day, and sharing the journey.
🎯 Stocks | Tech | Growth

[Jason Miller @JasonKMiller_]

I’m sharing the investment framework I use to identify long-term opportunities across AI infrastructure, semiconductors, data centers, and energy. https://t.co/ft4y7EFJDD

[Jason Miller @JasonKMiller_]

🚀 Today’s dip has presented an excellent buying opportunity.

Here are 8 stocks I’m watching closely:

$NVDA — $227.38
$AMD — $613.31
$AVGO — $362.66
$PLTR — $160.00
$HOOD — $17.00
$ORCL — $149.20
$VRT — $170.00
$IREN — $42.00

AI infrastructure, fintech, and growth stocks are entering interesting levels after recent market volatility.

These are the names I’m watching for:

🔥 Strong catalysts
🔥 Long-term growth trends
🔥 Potential momentum recovery

The best opportunities often appear when quality names pull back and investors start looking for the next move.

Follow me — don’t miss the next watchlist.📈

[Jason Miller @JasonKMiller_]

🚀 AI stocks are ripping higher today 🔥

$NVDA $227.38 +2.30%
$AMD $615.52 +9.6%
$AVGO $362.66 +1.60%

$MU AI memory demand continues accelerating
$MRVL AI networking momentum remains strong

The AI infrastructure trade is heating up again.

🔥 Compute demand
🔥 Semiconductor strength
🔥 Data center expansion
🔥 AI networking growth

This next AI cycle is just getting started.

More AI setups and key levels coming soon.
Follow me — don’t miss the next move. 📈

[Jason Miller @JasonKMiller_]

🚀 $NVDA CEO Jensen Huang says that “every single country needs to build infrastructure” for AI.

Here are 5 AI infrastructure names I’m watching closely:

1. $NBIS

Full-stack AI cloud infrastructure.

📌 Rapid revenue growth
📌 NVIDIA partnership
📌 Expanding GPU cloud capacity
📌 Positioned around the growing demand for AI compute

The market is starting to recognize that AI infrastructure could become one of the biggest growth markets of the decade.

2. $CIFR
A company transitioning from Bitcoin mining toward AI data center infrastructure.

📌 Hyperscale data center strategy
📌 Long-term capacity agreements
📌 Exposure to the growing demand for AI-ready facilities

The opportunity is tied to one of AI’s biggest bottlenecks:

Available data center capacity.

3. $IREN
One of the emerging AI cloud infrastructure plays.
📌 Expanding AI cloud business
📌 Large-scale data center capacity
📌 Strategic relationships across the AI ecosystem

As demand for AI compute continues rising, companies that can provide infrastructure may become increasingly valuable.

4. $INFQ

A higher-risk quantum computing and sensing opportunity.

📌 Growing commercial and government interest
📌 Expanding technology applications
📌 Positioned around the next generation of computing innovation

Quantum remains early, but investors are watching companies building technology beyond traditional computing.

5. $WULF
Another name tied to the AI data center expansion theme.

📌 HPC infrastructure growth
📌 Large-scale power capacity
📌 Long-term AI hosting opportunity

The future AI race will require more than chips.

It will require:

Power
Data centers
Compute capacity
Networking infrastructure

The biggest winners may be the companies building the foundation underneath AI.

I’m watching several names in this space before the broader market fully prices in the next phase of AI infrastructure growth.

[Jason Miller @JasonKMiller_]

🚀 These names all hit new 52-week highs at some point today:

Apple $AAPL
AMD $AMD
Moderna $MRNA
CrowdStrike $CRWD
Okta $OKTA
Twilio $TWLO
Bio-Techne $TECH
10x Genomics $TXG
Cloudflare $NET
Atlassian $TEAM
Halozyme Therapeutics $HALO
Twist Bioscience $TWST
Rubrik $RBRK
Agilent Technologies $A

Different sectors, same message:
AI, cybersecurity, biotech, software and cloud are still seeing buyers step in.

The market continues rewarding companies with strong growth, innovation, and long-term positioning.

Watching which names can turn new highs into the next leg higher. 📈

[Jason Miller @JasonKMiller_]

🚀 Financials not looking as strong lately...

$JPM -8% off recent highs

$WFC -10% off recent highs

$BAC -14% off recent highs

Bank stocks are finally seeing some pressure after their rally.

Keeping an eye on whether this is just a reset...

or the start of a bigger rotation.

[Jason Miller @JasonKMiller_]

🚀 5 months ago, we shared these names before the big moves:

$MU: $515.26 → $1,043.96 (+102.62%)

$AMD: $342.27 → $615.52 (+79.77%)

$MRVL: $163.51 → $257.38 (+57.38%)

$INTC: $94.59 → $121.78 (+28.73%)

$META: $594.02 → $741.24 (+24.78%)

$GOOG: $290.42 → $350.87 (+20.80%)

$NVDA: $196.83 → $227.38 (+15.50%)

$MSTR: $150.07 → $168.50 (+12.29%)

$TSLA: $382.01 → $375.30 (-1.76%)

$AVGO: $407.82 → $362.66 (-11.08%)

The biggest opportunities usually come before the crowd notices.

We continue watching the next wave of AI, semiconductor, and infrastructure winners.

Follow and turn on notifications so you don’t miss the next update.

[Jason Miller @JasonKMiller_]

🚀 Jensen Huang made one thing clear:

The next big AI opportunity may not only be building AI models.

It could be owning the infrastructure that provides the compute.

AI companies need more GPUs, more power, and more data center capacity.

Here are 5 AI infrastructure stocks I’m watching:

1. $IREN
AI cloud revenue accelerating
• FY26 revenue: ~$707M (+41%)
• Gross margin: ~69%
• AI Cloud revenue growing rapidly
• $4B contracted ARR pipeline
A bitcoin miner transforming into an AI data center player.

2. $NBIS
One of the strongest AI cloud growth stories
• TTM revenue: ~$1.36B
• Gross margin: ~74%
• TTM profitability achieved
• AI cloud growth accelerating
Strong combination of growth + improving margins.

3. $CRWV
Pure-play GPU cloud scale
• TTM revenue: ~$7.6B
• Gross margin: ~67%
• Massive GPU infrastructure expansion
The scale leader in AI compute rental.

4. $APLD
Smaller AI/HPC infrastructure play
• FY26 revenue: ~$611M (+167%)
• Improving margins
• Data center expansion opportunity
Higher growth potential with higher volatility.

5. $WULF
Energy + AI infrastructure transition
• FY25 revenue: ~$168M
• Gross margins improving
• Expanding HPC capacity pipeline
A cleaner energy approach to powering AI workloads.

The AI race is shifting.

The winners may not only be the companies creating AI.

They may be the companies providing:

⚡ Power
🖥️ Compute
🏢 Data centers
🌐 Infrastructure

My view:
$NBIS + $CRWV = scale & growth leaders
$IREN = strongest AI transition upside

$APLD + $WULF = higher-beta infrastructure plays

The AI buildout is still in the early innings.

Do your own research. Not financial advice.

[Jason Miller @JasonKMiller_]

🚀 Everyone is ignoring these 10 stocks.

They could look completely different when the next growth cycle accelerates:

1. $RKLB
Space infrastructure. Neutron rocket development + growing government and commercial space demand.

2. $ASTS
Direct-to-cell satellite network. BlueBird satellites expanding global mobile coverage opportunity.

3. $IONQ
Quantum computing. Commercial partnerships and increasing enterprise interest could become major long-term catalysts.

4. $CRSP
Gene editing. First approved CRISPR therapy proved the technology, but the pipeline is where the future value lies.

5. $SOFI
Digital banking + financial technology. Growing deposits, expanding products, and improving profitability.

6. $HIMS
Consumer healthcare platform. Expanding personalized medicine and recurring subscription revenue.

7. $PLTR
AI software + government contracts. Enterprise adoption continues expanding beyond the original defense market.

8. $OKLO
Advanced nuclear energy. Data center power demand is bringing nuclear back into focus.

9. $ENVX
Next-generation batteries. Silicon-anode technology could reshape energy storage if commercial scale is achieved.

10. $JOBY
Electric aviation. Urban air mobility remains early, but regulatory progress and partnerships are key catalysts.

[Jason Miller @JasonKMiller_]

🚀 After the Fed confirmed a 25-basis-point rate hike, here’s how I’m approaching these names from my September 18 watchlist:

$ARM — Not buying here
$SNDK — Not buying here
$META — Not buying here
$IONQ — Watching $28–$34
$ASTS — Watching $50–$56
$TEM — Watching $66–$71
$LITE — Watching $880–$884

I’m not interested in chasing strength just because a stock is moving.

The setup matters.
The entry matters.
The risk/reward matters.

Some great companies can still be bad buys at the wrong price.

Save these levels.

If you’re not following with notifications on, you may miss the next setup.

[Jason Miller @JasonKMiller_]

🚀 WHO GETS PAID IN THE AI CLOUD STACK

AI clouds are becoming the bridge between scarce AI infrastructure and the companies that actually need compute.

The stack is starting to look pretty clear:

Who supplies the AI clouds

• $NVDA sits at the center of the compute layer.

Its GPUs still determine how much AI capacity cloud platforms can realistically bring online.

• $MU and $SKHY provide the HBM that keeps those GPUs fed as training models get larger and inference workloads keep expanding.

• $DLR, $EQIX, $CORZ and $APLD provide the physical infrastructure underneath the cloud layer.

Data centers, power capacity and AI-ready facilities give cloud operators another way to scale without owning every building themselves.

Who turns infrastructure into usable compute

• $CRWV, $NBIS and $IREN sit directly in the middle of the stack.

They combine GPUs, power, networking, storage and software into AI compute that customers can actually rent.

This is where raw infrastructure becomes a product.

Who buys the compute

• $MSFT, $META and $GOOGL are in a unique position because they can be both customers and competitors.

When internal capacity is tight, they can rent external compute while continuing to expand their own infrastructure.

• $SHOP and $CRWD represent the next phase of demand.

If enterprise AI adoption keeps broadening, the customer base for AI compute could expand far beyond hyperscalers and major AI labs.

• OpenAI and Anthropic represent the AI lab side of the equation, where compute demand can scale extremely fast as both training and inference requirements increase.

The bigger picture:

AI is no longer just a chip trade.

It is becoming an entire infrastructure stack.

GPUs.
HBM.
Power.
Data centers.
Networking.
AI clouds.
Enterprise demand.

The companies that control the bottlenecks at each layer are the ones worth watching.

[Jason Miller @JasonKMiller_]

Tech is ripping higher today after the market digested yesterday’s Fed hike.

$NVDA — Watching for follow-through
$MU — Still one of my highest-conviction names
$AMD — Momentum is starting to rebuild
$GOOGL — I’d rather wait for a cleaner pullback
$NBIS — AI infrastructure demand still looks strong

I like the setup, but I’m not chasing strength just because everything is green.

The best trades usually come from waiting for the right level, not forcing an entry.

Patience first. Price second. Momentum third.

[Jason Miller @JasonKMiller_]

🚀 Warren Buffett’s framework is simple:

Buy exceptional businesses at reasonable prices, then let time do the heavy lifting.

Here are 10 companies that fit that mindset:

1. $GOOGL

Moat: Search, YouTube, Android, and one of the strongest digital ecosystems in the world.

High margins, massive cash generation, and still growing at a scale most companies never reach.

2. $META

Moat: Billions of daily users across Instagram, Facebook, and WhatsApp.

Advertisers follow attention, and Meta still owns a huge share of it.

3. $MSFT

Moat: Windows, Office, Azure, and deeply embedded enterprise relationships.

Switching costs are enormous, and recurring revenue remains one of the best in the market.

4. $NVDA

Moat: CUDA + the dominant AI computing ecosystem.

It’s no longer just about GPUs. Nvidia has built an entire platform around AI infrastructure.

5. $V

Moat: A global toll road on spending.

Visa doesn’t need to take lending risk. It simply benefits as more money moves digitally.

6. $MA

Moat: One of the strongest global payment networks ever built.

Visa and Mastercard sit at the center of worldwide card payments, and that network is incredibly difficult to replicate.

7. $ASML

Moat: EUV lithography.

If the world wants leading-edge chips, ASML sits directly in the middle of the supply chain.

8. $TSM

Moat: Manufacturing the world’s most advanced semiconductors at scale.

Nvidia, Apple, AMD and others depend on TSMC for leading-edge production.

9. $COST

Moat: Membership loyalty.

Costco keeps prices low, earns trust, and monetizes one of the strongest membership models in retail.

10. $AAPL

Moat: Ecosystem.

Hardware, software, services, payments, wearables and billions of active devices keep users deeply locked in.

Here’s the important part:

None of these companies look “cheap” in the traditional sense.

That’s exactly why Buffett’s philosophy matters.

The goal isn’t always to buy the cheapest stock.

It’s to own great businesses with durable advantages, strong cash flow, and enough runway to keep compounding for years.

Quality rarely looks cheap.

But time can make a fair price look very cheap in hindsight.

Which 3 would you be most comfortable holding for the next 10 years?

[Jason Miller @JasonKMiller_]

5） $IREN
AI compute, data center capacity, and power exposure all in one name. Higher risk, but the upside gets interesting if AI infrastructure spending stays strong.

Bookmark this thread.
I’ll post my entry levels when the setups are there.

[Jason Miller @JasonKMiller_]

I’m only going to say this ONCE. The selloff in AI stocks is creating opportunities most investors won’t recognize until it’s too late. I’ve narrowed my watchlist down to 5 stocks I believe could be major winners through the rest of 2026.
Here’s #1:
1） $MU
The other 4 are below 👇

[Jason Miller @JasonKMiller_]

4） $PANW
AI is creating a bigger security problem at the same time it creates opportunity. Cybersecurity remains one of the areas I’m watching for relative strength.

[Jason Miller @JasonKMiller_]

3） $VRT
One of my favorite ways to play the AI infrastructure buildout. Power and cooling remain critical bottlenecks. I’m just waiting for the right price.

[Jason Miller @JasonKMiller_]

2） $NVDA
Still the backbone of the AI trade. I’m watching this pullback closely. I’d rather buy fear than chase euphoria.

[Jason Miller @JasonKMiller_]

🚀 If I were building a high-upside portfolio for 2027, these would be near the top of my list:

$INTC (Intel)
Entry zone: $95

$TSLA (Tesla)
Entry zone: $348

$RKLB (Rocket Lab)
Entry zone: $60

$MU (Micron)
Entry zone: $890

$MRVL (Marvell)
Entry zone: $208

$AMD (Advanced Micro Devices)
Entry zone: $485

These are not names I’d chase at any price.

I’m watching for the right combination of valuation, earnings growth, contracts, AI demand, and execution.

Save this list.
The next big move will belong to the companies that keep delivering.

Next alert coming soon.

If you’re not following with notifications on, you may miss the next setup.

[Jason Miller @JasonKMiller_]

🚀 These are the stocks sitting near the top of my watchlist right now:

$AVGO
Watching: $360
Target: $430

$AMD
Watching: $515
Target: $580

$MU
Watching: $970
Target: $1,150

$ALAB
Watching: $290
Target: $420

$IREN
Watching: $42
Target: $60

$RKLB
Watching: $61
Target: $90

$VRT
Watching: $255
Target: $320

$NBIS
Watching: $220
Target: $300

The best setups usually start getting interesting before everyone is talking about them.

I’m not chasing strength. I’m watching price, catalysts, and execution.

Do the homework. Stay patient. Let the setup come to you.
#Stocks #StockMarket #AI #Investing

[Jason Miller @JasonKMiller_]

🚀 I’ve spent years studying the market, and one thing has become clear:

The biggest opportunities usually appear before everyone starts paying attention.

My September 15th stock watchlist 👇

🔥 AI Infrastructure
$VRT — Watching closely
$NBIS — Long-term AI cloud opportunity
$IREN — Data center growth

🔥 Semiconductors
$NVDA — AI leader
$AVGO — Custom silicon & networking
$MRVL — AI connectivity

🔥 Energy
$GEV — Power infrastructure
$CEG — Nuclear demand
$VST — AI electricity growth

I don’t chase hype.

I look for the companies solving the biggest problems of the future.

People ask why I share my ideas for free.

Because investing is not only about making money.
It’s also about learning, sharing, and helping others see opportunities earlier.

Follow me. The next list is coming soon.