In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI.
Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock.
Here's 4 obvious plays to buy & hold:
1. $MU β Only US-listed HBM chip maker. AI servers need it to think.
Buy zone: $600β$650
Post-ATH pullback, earnings catalyst June 24.
2. $DRAM β One ETF, full memory supply chain exposure globally.
Buy zone: $40β$45 | Instant + SK Hynix + $MU basket at discount.
3. $WDC β Powers AI data center storage. Every server needs hard drives.
Buy zone: $380β$400 | 3x YTD run, now cooling off near key support.
4. $SNDK β Pure-play NAND. Datacenter revenue up 645% year-over-year.
Buy zone: $900β$1,000 | 25% below ATH, next earnings could rip.
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2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 β $320
$HPE $30 β $100
$TE $5 β $20
$KEEL $2 β $18
$DELL $240 β $600
Right now, I'm saying $ORCL is next on June 10 then $MU. Both will be massive earnings.
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Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD π Earnings: June 3 (After Close)
As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory.
No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine.
Target: $800 median | $700 Wedbush & Benchmark | $750 Oppenheimer
2. $AVGO π Earnings: June 2 (After Close)
Custom AI chip (XPU) demand from hyperscalers accelerating every quarter. $AVGO is the silent infrastructure backbone of the AI supercycle.
While $NVDA dominates training, Broadcom owns the custom silicon layer designing the XPUs that $GOOG, $META, and Tiktok use to run inference at hyperscale, plus the networking chips that stitch datacenters together.
As hyperscalers race to reduce $NVDA dependency and build proprietary AI chips, Broadcom is the only company with the design expertise and manufacturing relationships to deliver.
Target: $500 avg | $480 Susquehanna | $560 high
3. $PANW π Earnings: June 2 (After Close)
Platformization strategy converting AI security budgets into sticky, recurring revenue.
AI doesn't just create new threats it supercharges existing ones, making next-gen cybersecurity a non-negotiable line item for every enterprise on the planet.
PANW's platformization strategy is purpose-built for this world: one unified platform replacing dozens of point solutions, with AI models running across network, cloud, and endpoint security simultaneously.
Target: $320 avg | $340 high | $300 median (75 analysts)
4. $GTLB π Earnings: June 2 (After Close)
AI-native DevSecOps platform controls full dev lifecycle as code volumes explode.
AI is going to produce more code in the next five years than humans wrote in the last fifty and all of it needs to be managed, secured, and deployed somewhere.
While competitors like GitHub Copilot focus on code generation, GitLab controls the entire pipeline and that becomes more valuable, not less, as AI-generated code volumes explode.
Target: $40 median | $60 high (Macquarie) | $27 low (Cantor)
$ORCL earnings is on June 10 and $MU is on June 24. These will explode like $DELL did most likely.
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It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (not after it spikes)
- $NOW $85 β$400+
- $DELL $235 β $800+
- $MU $320 β $3000+
- $IBM $220 β $600+
- $INTC $20 β 400+
*these are going a lot higher by 2035 just like $NVDA $AAPL $GOOG $TSLA $AMZN $MSFT
3. BUY LEAPS example $NOW buy Jan 2028 $200 calls.
4. OR just put $500-$1000 bucks into $VOO $QQQ each month (safest)
5. Be patient, keep it boring and simple.
β»οΈ RESHARE this post and write 1 comment, I'll DM you what LEAP to buy for each of these. Then do nothing, just buy and hold it.
2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 10 then $MU on June 24.
This year, I explained these would 10x-20x:
$INTC β $AAPL chip deal + foundry turnaround tripled the stock in months (Trump)
$DELL β Pentagon contract + AI server orders created a multi-catalyst monster (Trump)
$MU β HBM memory sold out through 2026, AI supercycle just getting started (Trump)
$NOW β Enterprise AI agents replacing entire IT workflows, 22% revenue growth accelerating (Trump)
$PLTR β Government + commercial AI contracts exploding, revenue up 56% in 2025 (Trump call)
$TE β nuclear power is the only answer to AI's insatiable electricity demand (Leopold call)
β»οΈ RESHARE this post and write 1 comment, I'll DM you my exact 1000% play for $ORCL