When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating
2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story
3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact
4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area
5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY
6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff
7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart
8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building
9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact
10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips
11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact
12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level
13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind
14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation
15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever
16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst
Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.
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Poilievre makes the BEST point here
If Donald Trump is to blame for Canada being in a recession
WHY is no other country in a recession?
WHY is MEXICO not in a recession??
The White House is telling you exactly where to invest.
They just awarded $2 billion to quantum computing companies.
Here are 5 names on that list:
1. $INFQ - Infleqtion
Neutral-atom quantum computing company that just guided for $40 million in 2026 revenue. Already stacking government contracts - $2 million DARPA award for next-gen quantum software, $3.9 million from ARPA-E for quantum chemistry research. Now add ~$100 million from this new federal package. The government keeps writing checks to the same company.
@Here4Racing@LaikCumhuriyett The MRO has a telescope with a half meter primary mirror that saw the comet almost 10x closer than the closest it will get from us. No amateur telescope can beat that, only the professional ones from ESO and NOIRLab.
The amateur photo here is just highly edited.
For the weekend, here is my list of people I definitely recommend to follow on FinTwit, because one can learn and get valuable insights and ideas from each of them:
@TacticzH
@longoption
@Mindset4Money_X@meeijer@SimeonResearch_@mvcinvesting
@QualityInvest5
@DeepIceValue@SayNoToTrading@bluecollardivvy
They're all nice people as well so it's a good change to flood your feed with them rather than the standard toxic internet culture.
Have a nice weekend everyone!
Seriously, protect this man at all costs!
@joerogan Pls have him on ur show; he is Mark Malone- 1st Human Genes Restored + 1st Cancer Stem Cell Eradication. For my wife & son
Vanguard’s “70/30” isn’t advice. It’s system programming.
•It’s not about your retirement. It’s about keeping trillions obedient and sedated.
•Bonds are state IOUs. By telling the herd to load 70% into them, Vanguard is outsourcing U.S. deficit funding to the middle class. They want you to lock your future into a depreciating asset so the Treasury can survive.
This isn’t “prudence” - it’s a transfer mechanism.
Bonds Are the Silent Guillotine
•Bonds only “worked” when inflation was structurally falling (1980–2020). That era is gone.
•Now they are guaranteed negative real-yield instruments.
•Owning them long-term = volunteering to bleed quietly while inflation strips purchasing power. Vanguard knows this. They don’t care. Their mandate is system stability, not your sovereignty.
Stocks in Their Model = Obedience Theater
•30% stocks across indexes = another illusion. You’ll “own the market,” but that just ensures you never catch the convexity of actual megatrends (like Bitcoin, Nvidia, Amazon, Solana).
•They flatten you into the mean - no upside, no asymmetric breakthrough.
•They want you in the herd, not in the hunt.
The Core Truth
Vanguard’s model is anti-wealth.
It’s designed to preserve the system by tranquilizing the population into predictable, inflation-adjusted decay.
The 70/30 isn’t advice - it’s a leash.
The Real Play
History shows: wealth was never built by obedient allocations. It was built by:
•Concentration into reflexive arcs before they reached consensus.
•Holding through volatility while the herd was neutered.
•Refusing sedation.
Monster Energy, Nvidia, Amazon, Bitcoin - all were violations of “prudent” advice. That’s why they created real sovereignty.
Scarv Cut
Vanguard’s truth = “Work 40 years, fund the state, retire broke.”
The deeper truth = “They cannot let you off the treadmill, because the system collapses if you stop running.”