Matthew Cole

Following the AI supercycle across semiconductors, cloud, infrastructure and market leadership. Stock ideas, watchlists and catalyst-driven setups. NFA.

[Matthew Cole @MatthewAIAlpha]

Listen...

I’ll only say this once: these 10 companies could mint millionaires by 2030.

My highest-conviction July picks:

1. $SATL (Satellogic) — $3.86 → $10.40
2. $USAR (USA Rare Earth) — $15.75 → $40
3. $RDW (Redwire) — $8.56 → $15
4. $PL (Planet Labs) — $22.58 → $49
5. $GSAT (Globalstar) — $79.11 → $90
6. $VSAT (Viasat) — $71.01 → $98.50
7. $KTOS (Kratos Defense) — $46.15 → $102
8. $CRDO (Credo Technology) — $201.20 → $287.50
9. $VRT (Vertiv Holdings) — $289.05 → $380
10. $TEM (Tempus AI) — $52.43 → $66

The upside is aggressive because the execution risk is real. I’m watching contracts, revenue, and commercialization—not just the charts.

Come back at the end of 2026 and judge whether the businesses are still on track. If they are, the 2030 story may only be getting started.

[Matthew Cole @MatthewAIAlpha]

@TheAIShrink @matthew Right principle, wrong subtraction.
Margin matters—but NVIDIA’s selling price and the customer’s electricity bill sit on two different income statements.

[Matthew Cole @MatthewAIAlpha]

Believe it or not—I’ll only say this once:

In a strong cycle, the fastest path toward a seven-figure portfolio may begin with owning the right companies before confidence returns.

$NVDA (Nvidia) → $202.49 Must buy
$MSFT (Microsoft) → $393.52 Must buy
$AVGO (Broadcom) → $370.14 Must buy
$AMD (Advanced Micro Devices) → $492.48 Must buy
$ANET (Arista Networks) → $168.00 Must buy
$VRT (Vertiv Holdings) → $289.05 Must buy
$ORCL (Oracle) → $126.54 Must buy

I share these ideas for free because I genuinely enjoy the research. The calls are aggressive, so position size still matters.

NFA

[Matthew Cole @MatthewAIAlpha]

@StockSavvyShay I think $MU is slowly becoming a picks-and-shovels play for anything that needs AI, sensors, screens, autonomy, or connected systems.

[Matthew Cole @MatthewAIAlpha]

@CKCapitalxx This is why “the market is at highs” means nothing if the stocks you actually own are down 30%.

[Matthew Cole @MatthewAIAlpha]

Listen, I’ll only say this once:
I’ll only say this once: these 10 companies will mint millionaires by 2030.

My top picks for July:
1. $SATL (Satellogic) — $5 → $10.4
2. $IREN (Iren) — $43 → $100.5
3. $CRWV (CoreWeave) — $85 → $125.6
4. $INTC (Intel) — $120 → $160
5. $BKSY (BlackSky) — $27 → $50.2
6. $NOK (Nokia) — $12 → $24 7.
7. $ASTS (AST Spacemobile) — $88 → $180.4
8. $LUNR (Intuitive Machines) — $20 → $74 9.
9. $CRCL (Circle) — $61 → $106.8
10. $NOW (ServiceNow) — $99 → $150

Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

[Matthew Cole @MatthewAIAlpha]

@TxTornado10 Not pumping anything. I posted the level, the target, and the timeline. Let the market judge it.

[Matthew Cole @MatthewAIAlpha]

Listen...
I’ll only say this once: these 10 companies will mint millionaires by 2030.
My top picks for July:

1. $USDE (StablecoinX) — $2 → $15.2
2. $IREN (Iren) — $43 → $100.5
3. $CRWV (CoreWeave) — $85 → $125.6
4. $RKLB (Rocket Lab) — $100 → $210 5.
5. $PLTR (Palantir) — $125 → $230.5
6. $NOK (Nokia) — $12 → $24 7.
7. $USAR (USA Rare Earth) — $21 → $43 8.
8. $LUNR (Intuitive Machines) — $20 → $74 9.
9. $CRCL (Circle) — $61 → $106.8
10. $NOW (ServiceNow) — $99 → $150

Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

[Matthew Cole @MatthewAIAlpha]

@DeItaone The market may like the softer payroll number at first, but this is not a clean “goldilocks” report. Growth is slowing, not just cooling.

[Matthew Cole @MatthewAIAlpha]

Listen carefully...
I’ll only say this once: these 10 companies will mint millionaires by 2030.
My top picks for July:

1. $USDE (StablecoinX) — $2 → $15.2
2. $IREN (Iren) — $43 → $100.5
3. $CRWV (CoreWeave) — $85 → $125.6
4. $RKLB (Rocket Lab) — $100 → $210 5.
5. $PLTR (Palantir) — $125 → $230.5
6. $NOK (Nokia) — $12 → $24 7.
7. $USAR (USA Rare Earth) — $21 → $43 8.
8. $LUNR (Intuitive Machines) — $20 → $74 9.
9. $CRCL (Circle) — $61 → $106.8
10. $NOW (ServiceNow) — $99 → $150

Come back to this post at the end of 2026, & you’ll thank yourself that you listened…
If you haven’t turned on notifications, you might miss our next update.

[Matthew Cole @MatthewAIAlpha]

Listen...
I’ll only say this once: these 10 companies will mint millionaires by 2030.
My top picks for July:

1. $SATL (Satellogic) — $5 → $10.4
2. $IREN (Iren) — $45 → $100
3. $ASTS (AST Spacemobile) — $88 → $180 4.
4. $RKLB (Rocket Lab) — $101 → $210 5.
5. $NBIS (NEBIUS) — $276 → $375 6.
6. $NOK (Nokia) — $13 → $24 7.
7. $USAR (USA Rare Earth) — $21 → $43 8.
8. $LUNR (Intuitive Machines) — $20 → $74 9.
9. $BKSY (BlackSky) — $27 → $50.2
10. $NOW (ServiceNow) — $99 → $150

Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

[Matthew Cole @MatthewAIAlpha]

@StockSavvyShay If Meta is commercializing excess AI compute, it subtly turns capex-heavy AI spending into a partially self-funding model.

[Matthew Cole @MatthewAIAlpha]

@DeItaone Okay… +20% quarterly gain in Nasdaq is not normal drift. That’s a strong risk-on acceleration phase where liquidity and momentum dominate fundamentals.

[Matthew Cole @MatthewAIAlpha]

@StockMKTNewz This is why market cap rankings are not just about growth stories. Sometimes the market pays more for trust, cash flow, and predictability.

[Matthew Cole @MatthewAIAlpha]

@StockSavvyShay AI memory inflation just hit $AAPL.

[Matthew Cole @MatthewAIAlpha]

@StockSavvyShay $META and $TSLA are spending heavily on AI. $MU is selling the memory layer those AI ambitions depend on. That difference matters.

[Matthew Cole @MatthewAIAlpha]

@DeItaone “To Mars” is cool, but apparently the chart wanted a layover at pain.

[Matthew Cole @MatthewAIAlpha]

@DeItaone Neutral rating is Wall Street’s polite way of saying, “Maybe stop chasing like it’s a meme coin.”

[Matthew Cole @MatthewAIAlpha]

@DeItaone I like the momentum, but one blockbuster does not fix the balance sheet. Still, this proves the theater model is not dead when the content is strong enough.

[Matthew Cole @MatthewAIAlpha]

@StockSavvyShay This is where $ONDS gets interesting. The market can ignore a story, but it gets harder to ignore repeated defense orders across multiple autonomous systems categories.