Jerry Romine Stocks

FREE actionable trade-ideas, technical & fundamentals analysis on AI supercycle.

[Jerry Romine Stocks @Jerry_Romine_]

Warren Buffett’s 3 predictions regarding the AI ​​bubble:

1. There is no bubble in computing power
$MSFT , $AMZN , $Meta , and $SPCX will rake in massive profits, and their valuations will skyrocket! The aggressive spending on data centers isn't a bubble because demand for computing power outstrips supply.

2. Free, open-source models will deal a devastating blow to OpenAI and Anthropic
He is skeptical of the business models of companies like OpenAI and Anthropic. As open-source models—both in China and globally—become increasingly powerful and cost-effective, the "moats" protecting the paid-service giants are set to vanish.

3. Enterprise AI spending is spiraling out of control; the cash burn is unsustainable
Enterprises are failing to rein in the high costs associated with AI API token usage, making cost-cutting inevitable in the future.

[Jerry Romine Stocks @Jerry_Romine_]

Believe it or not, I’ll only say this once. This will be your turning point for financial freedom.
My August advice 24th:

$BABA (Alibaba) — Don’t buy
$PDD (PDD Holdings) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$AXTI (AXT Inc) - $65 Strong Buy
$INTC (Intel) — Buy at $82–$85
$TSLA (Tesla) — Buy at $340–$345
$SPCX (SpaceX) — Buy at $122–$126
$SKHY (SK hynix) — Buy at $145–$154
$AAOI (Applied Optoelectronics) — Buy at $95–$105
$MU (Micron Technologys) — Buy at $900–$906

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[Jerry Romine Stocks @Jerry_Romine_]

I’m only going to say this once.

Just 1 year ago:

I recommended $SNDK at $50.80.Now it’s $1,745.

I recommended $MU at $120.90. Now it’s $975.56.

I will soon share my next high-quality investment pick

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[Jerry Romine Stocks @Jerry_Romine_]

Believe it or not, I’ll only say this once. This will be your turning point for financial freedom.
My August advice 24th:

$TEM (Tempus AI) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$COIN (Coinbase) — Don’t buy
$INTC (Intel) — Buy at $85–$90
$NVDA (Nvidia) — Buy at $208–$214
$NBIS (NEBIUS) — Buy at $208–$216
$MU (Micron Technologys) — Buy at $955–$963
$AAOI (Applied Optoelectronics) — Buy at $112–$120

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[Jerry Romine Stocks @Jerry_Romine_]

Stocks expected to more than 3X their revenue in the next 5 - 6 years:

Nebius $NBIS : +6,138%
SpaceX $SPCX : +325%
AMD $AMD : +420%
SanDisk $SNDK : +900%
Palantir $PLTR : +712%
Iren $IREN : +2066%
Waves $ONDS : +3,120%
Lumen $LITE : +5,122%
Micron Technology $MU : +860%

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[Jerry Romine Stocks @Jerry_Romine_]

$CASY returned 19,704% in 20 years.
$SPY returned 752%.
$NVDA returned 53,600%.

A gas station that sells pizza beat the $SPY by 3.4x.

$NVDA beat everything but you had to survive a -66% drawdown in 2022 and a -85% one in 2008 to collect it.

[Jerry Romine Stocks @Jerry_Romine_]

$HIMS

I already told you at the beginning of this month:

This stock still offers massive upside potential at current levels—but the risk remains high.

A new high above the recent peak at ~$39 would be a clear sign of strength.

On the other hand, a break below the red line at $21.53 would open the door to prices between $15 and potentially even $8.

I still assign this bearish scenario a probability of 40%, which is why I remain cautious on $HIMS .
A stop-loss could help limit the downside risk here.

[Jerry Romine Stocks @Jerry_Romine_]

$AMD continues to quietly take CPU market share from $INTC .

New Q2 data from Mercury Research:

Desktop CPU share: nearly 35% vs. ~32% a year ago

Mobile CPU share: nearly 29% vs. 20.6%

Server CPU share: 34.5% vs. 27.3%

And when looking specifically at AMD EPYC vs. Intel Xeon SP, AMD reached 46.4% unit share.

AI GPUs get most of the attention right now, but the AMD story is much bigger than accelerators.

Ryzen and EPYC continue taking meaningful share while AMD simultaneously builds out its AI platform.

That combination is extremely powerful over the long term.

[Jerry Romine Stocks @Jerry_Romine_]

I'll only say it once. This might be the fastest way to accumulate $1 million by the end of 2026:

$CRCL (Circle) — Don’t buy
$OKLO (Oklo) — Don’t buy
$PLTR (Palantir) — Buy at $160–$170
$IREN (IREN) — Buy at $36–$40
$AMD (AMD) — Buy at $458–$466
$COIN (Coinbase) — Buy at $165–$170
$SKHY (SK hynix) — Buy at $156–$160
$NFLX (Netflix) — Buy at $65–$75

Bookmark this post, you'll thank me later.

Don't forget to save it to look back on later...

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[Jerry Romine Stocks @Jerry_Romine_]

A week ago I gave you:

$NBIS - $187 → $223.20 (+38.65%)
$LITE - $677.34 → $827.47 (+37.65%)
$SNDK - $1,143.87 $1,568.29 (+17.54%)
$SHKY - $135.37 $156.41 (+14.07%)
$SPCX - $108 $139.27 (+35.47%)
$CRWV - $85.56 $90.73 (+25.93%)
$MU - $774.77 $937.29 (+17.64%)
$AAOI - $94 → $122.28 (+62.00%)

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[Jerry Romine Stocks @Jerry_Romine_]

J.P. Morgan says the market is ignoring 12 years of $AVGO execution at $GOOGL and would be “aggressive buyers at current levels.”

The 5-year Google deal still locks Broadcom into TPU v8-v11 with rising revenue commitments while $META , $AAPL , OpenAI, Anthropic, ByteDance and SoftBank programs remain on track.

J.P. Morgan sees over $56B of AI revenue in FY26 and another 2x to 2.5x growth in FY27 with Tomahawk 6 already sold out through next year and Samsung supply commitments implying $1T of cumulative AI revenue over 5 years.

[Jerry Romine Stocks @Jerry_Romine_]

I’ll only say this once. Possibly the fastest way for you to accumulate $1,000,000 in 2026: my advice dated August 20th.

• $PLTR (Palantir) — Don't buy
• $COIN (Coinbase) — Don't buy
• $NVDA (Nvidia) — Buy at $206-$215
• $AVGO (Broadcom) — Buy at $355-$360
• $MU (Micron) — Buy at $915-$935
• $APP (AppLovin) — Buy at $304-$310
• $RKLB (Rocket Lab) — Buy at $65-$72
• $BKSY — Buy at $15-$25
• $AMD (Advanced Micro Devices) —Buy at $458-$465

let this opportunity slip away

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[Patrick Tracy @ptracy75]

$MU is committing another $10B to expand its U.S. memory R&D footprint with a new long-horizon research hub in Boise.

Micron Research Labs will focus on advanced memory, compute, packaging and future chip manufacturing with groundbreaking planned for 2027.

[Jerry Romine Stocks @Jerry_Romine_]

I’ll only say this once. Possibly the fastest way for you to accumulate $1,000,000 in 2026: my advice dated August 20th.

• $PLTR (Palantir) — Don't buy
• $COIN (Coinbase) — Don't buy
• $NVDA (Nvidia) — Buy at $206-$215
• $AVGO (Broadcom) — Buy at $355-$360
• $MU (Micron) — Buy at $915-$935
• $APP (AppLovin) — Buy at $304-$310
• $RKLB (Rocket Lab) — Buy at $65-$72
• $BKSY — Buy at $15-$25
• $AMD (Advanced Micro Devices) —Buy at $458-$465

let this opportunity slip away

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[Jerry Romine Stocks @Jerry_Romine_]

$AVAV : 67% below its ATH
$ONDS : 41% below its ATH
$KTOS : 54% below its ATH

But the hibernation of these defense stocks will end soon.

I expect all three names to make a strong move higher over the coming months.

My price targets:

$AVAV -- $276 to $357
$ONDS -- $18 to $25
$KTOS -- $88 to $114

Capital rotation into drone and defense stocks is coming.

[Jerry Romine Stocks @Jerry_Romine_]

$NVDA is turning to the Nordics to help solve AI’s next bottleneck by finding powered capacity for its GPUs.

Nvidia is matching GPU buyers with operators across a region where abundant power, land and cooler climates are attracting major AI infrastructure builds.

[Jerry Romine Stocks @Jerry_Romine_]

I’ll only say this once. Possibly the fastest way for you to accumulate $1,000,000 in 2026: my advice dated August 18th.

$UBER (Uber Technologies) — Buy at $60-$70
$AMZN (Amazon) — Buy at $240-$255
$TSLA (Tesla) — Buy at $325-$333
$META (Meta Platforms) — Buy at $530-$538
$RKLB (Rocket Lab)— Buy at $65-$75
$BKSY — Buy at $15-$25
$PLTR (Palantir) — Buy at $158-$168
$SPCX (SpaceX) — Buy at $130–$140

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[Jerry Romine Stocks @Jerry_Romine_]

WALL STREET'S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS

Photonics
$COHR $500 (+53%)
$AEHR $125 (+25%)
$AAOI $220 (+47%)
$LITE $1,300 (+40%)

Al Utilities
$NBIS $410 (+48%)
$HUT $273 (+221%)
$CORZ $42 (+110%)
$IREN $105 (+139%)
$CRWV $250 (+138%)

Quantum
$QBTS $45 (+114%)
$QUBT $30 (+150%)
$IONQ $100 (+117%)
$RGTI $40 (+111%)

Space
$RKLB $150 (+87%)
$ASTS $115 (+28%)
$PL $53 (+126.09%)
$SPCX $300 (+109.79%)

Drones
$OPEN $326 (+11%)
$KOS $150 (+39%)
$MRCY $120 (+30%)
$ONDS $25 (+171%)

Nuclear
$OKLO $140 (+159%)
$UUUU $32 (+52%)
$SMR $25 (+166%)
$LEU $390 (+91%)

CPU
$AMD $1,250 (+143%)
$INTC $200 (+95%)
$ARM $500 (+79%)
$AMKR $90 (+30%)

Al Power
$EOSE $11 (+174%)
$BE $390 (+70%)
$NVTS $21 (+166%)
$VRT $500 (+70%)

Physical Al
$TSLA $600 (+75%)
$AMZN $400 (+52%)
$SYM $84 (+70%)

Al Connectivity
$CRDO $350 (+40%)
$MRVL $400 (+80%)
$AVGO $630 (+60%)
$ALAB $460 (+38%)

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[Jerry Romine Stocks @Jerry_Romine_]

I’ll only say this once. This could be the fastest way for you to accumulate $500,000 in 2026:

my advice from August 18th.

$BABA (Alibaba)—Don't buy
$NFLX (Netflix) — Buy at $60-$73
$UBER (Uber Technologies) — Buy at $60-$71
$AMZN (Amazon) — Buy at $248-$258
$NVDA (NVIDIA) — Buy at $215-$222
$GOOGL (Alphabet) — Buy at $335-$340
$TSLA (Tesla) — Buy at $325-$335
$AAPL (Apple) — Buy at $290-$300
$MSFT (Microsoft) — Buy at $470-$478
$META (Meta Platforms) — Buy at $555-$565

Next alert dropping soon!

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[Jerry Romine Stocks @Jerry_Romine_]

I’ll only say this once. This could be the fastest way for you to accumulate $500,000 in 2026:

my advice from August 18th.

$BABA (Alibaba)—Don't buy
$NFLX (Netflix) — Buy at $60-$73
$UBER (Uber Technologies) — Buy at $60-$71
$AMZN (Amazon) — Buy at $248-$258
$NVDA (NVIDIA) — Buy at $215-$222
$GOOGL (Alphabet) — Buy at $335-$340
$TSLA (Tesla) — Buy at $325-$335
$AAPL (Apple) — Buy at $290-$300
$MSFT (Microsoft) — Buy at $470-$478
$META (Meta Platforms) — Buy at $555-$565

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[Jerry Romine Stocks @Jerry_Romine_]

Stocks expected to more than 3X their revenue in the next 5 - 6 years:

Palantir $PLTR : +712%
Iren $IREN : +2066%
Ondas $ONDS : +3,120%
Lumentum $LITE : +5,122%
Nebius $NBIS : +6,138%
SpaceX $SPCX : +325%
AMD $AMD : +420%
SanDisk $SNDK : +900%
Micron Technology $MU : +860%

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