Huge congratulations to the @SpaceX team on a historic IPO debut.
Fueling the next frontier of space and AI. 🌌
NVIDIA's partnership with SpaceX spans nearly a decade, from hand-delivering the world's first #NVIDIADGX-1 supercomputer in 2016 to the custom DGX Spark handoff at Starbase. Together, we've been pushing the boundaries of accelerated computing to help power the future of space exploration.
When Anthropic goes public or raises more capital at a $1T valuation, a meaningful portion could flow into compute infrastructure with more of that spend shifting from GPUs toward custom silicon.
Thats the hidden $AVGO tailwind since they're directly exposed to that next wave.
My June 2026 top 10 stock picks: 👇
1. $SOFI - $17.74 current
Still undervalued under $20 imo. Stablecoins, oil decreasing and big business banking can cause this stock to increase.
2. $META - $597 current
Undervalued under $600. New subscriptions, better profitability and more cashflow expected.
3. $HOOD - $88.16 current
Trump accounts just launched bringing on additional retail consumers. PDT rule ends on June 4th which has the potential to increase trading revenues on onboard more retail traders/investors.
4. $MSTR - $136 current
I think Bitcoin is closer to the bottom than most people realize. Anything in the $130’s or below is a steal for the long term.
5. $SATL - $8.68 current
These guys have fell off as of recent after hitting new ATHs in the $10’s. The space sector is just heating up.
6. $AVEX - $32.44 current
Photonics is a sector that’s really growing and will continue to grow over time. Names like $COHR, $VIAV and $LITE has run HARD already but will continue to.
7. $IREN - $66.60 current
Undervalued AI infrastructure play because they have yet to sign a large hyperscaler deal but have the ability to sign one any day. They’re likely to sign a partnership in the coming weeks. Rumor has it, it’s Anthropic.
8. $NOK - $16.85 current
I think this is a stock that is ripe for a huge upward climb above the mid $20’s here in the short term. Lots of buying happening by insiders in this company too.
9. $FPS - $56.88 current
One company in which all their products and services are in extremely high demand. This will become a cashflow machine over time when it comes to services. They make transformers, switchgear and switch boards, PDUs, automatic transfer switches, power skids and so much more.
10. $ASTS - $118.17 current
Like I said earlier about $SATL, the space industry is just getting started. I think $SPCX IPO will be huge for this whole industry.
Bonus is $TSLA - $423.74
We could see well above $450 by EOM as numbers start to trickle in and Robotaxi expansion deepens.
$NOW CEO Bill McDermott says ServiceNow can become a $1T company by 2030.
He bought $3M worth of shares at $107.
$NVDA CEO Jensen Huang says it could 100x.
President Trump bought $5M.
Anthropic says it’s essential infrastructure.
OpenAI is integrating deeply with it.
$AMZN, $MSFT & $GOOGL are all expanding partnerships.
And vibecoding an alternative would probably cost 10x more than just using ServiceNow.
Is ServiceNow the easiest buy in the market?
With $BTDR up +17% now...here's another reminder that there's 41% short interest with 5 days to cover
This could squeeze quite a ways higher...
It's reminding me of $CAR