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@itsmichaelluu Back in with shares, but really need to take a great, long options position to make up for a one day too early sale I made... right before the kid fund manager posted his holdings.
$BE was losing $200,000,000 every year before spiking 3200% from $10.
Right now, there's 4 stocks setting up exactly the same:
1. $TE target $110+
AI power buildout burning cash now, margins inflect once Austin G2 scales output
2. $KEEL target $70+
pivoting bitcoin power into AI compute leases, re-rating from miner to infrastructure play
3. $POET target $50+
near-zero revenue today, but $500M+ optical AI supply deal could flip that fast
4. $APLD target $400+
AI data center buildout burning cash now, contracted leases could flip it profitable
โป๏ธ RESHARE this post and write 1 comment, I'll DM you right now my favorite 1000% call option to get for $TE.
This stock is $RAM is the 2x leveraged ETF version of $DRAM.
Look at the chart today at $20. It's already at $30.
$DRAM is most likely going to break $100+ soon and on its way to $200. $RAM can quickly break out too.
Remember, $MU had massive earnings and $DRAM holds $MU $WDC $STX $SNDK $KRW SK hynix
โป๏ธRESHARE this post and write 1 comment, I'll share my $MU price target by end of 2026 for you.
The strategy now is to buy the dip as much as possible since we know $MU guidance for earnings in Sept 2026 will be massive.
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In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging sits directly on the critical path of AI infrastructure growth and is becoming more important as Moore's Law slows.
2. Management expects revenue to grow from $6.7B in 2025 to approximately $11B+ by 2030.
3. EPS is projected to increase from $1.50 to roughly $5.00+, implying more than 3x earnings growth.
4. AI servers, GPUs, ASICs, HBM memory, and chiplets all require increasingly complex packaging solutions.
5. $AMKR has 18 active 2.5D engagements and multiple HDFO programs already entering production.
6. The Arizona facility creates a strategic U.S. packaging monopoly-like position among scaled OSAT providers.
7. Deep relationships with $NVDA, $AAPL, $AMD, $AVGO, $QCOM, $TSM and other semiconductor leaders reduce customer risk.
Higher-value advanced packaging should drive gross margins from 14% toward 22%+ by 2030.
โป๏ธ RESHARE this post and write 1 comment, I'll DM you 2 more plays that hasn't exploded under $10 still.
One I owned, held wrote a few covered calls , it's crashed 50 percent, wrote a few more, finally took the loss, then it jumped 17 points the week I sold. Painful.
Remember, I called out $POET at $7 it ripped 300% to $21.
$TE is pulling back hard now. This is the dip under $6.
4 reasons why its a good add:
1. Leopold Aschenbrenner's Situational Awareness disclosed a $44M stake in Q1
2. Only domestic solar + battery supplier purpose-built for AI data center power
3. G2 Austin solar cell plant on track, demand already exceeds 100% of 2027-28 capacity
4. $32M KORE Power acquisition makes TE a one-stop energy solution for hyperscalers
AI needs power.
โป๏ธ RESHARE this post and write 1 comment, I'll DM you the call option to get for 1000%