Nick Warra

Day job: CFO..My interests include my family, investing, self improvement, health, sports, music and movies

[Kevin Maro @KevInvestingYT]

After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:

1. Neoclouds: The GPU & Compute landlords. Whoever owns the compute owns what every AI company on the earth needs to grow & succeed.

$NBIS - Nebius. Spun out of Yandex, rebuilt as a pure-play AI cloud. Microsoft and Meta committed billions in contracted backlog. The fastest growing neocloud on the board. My favorite pick as a long-term investment.

$CRWV - CoreWeave. The American-founded neocloud. SemiAnalysis rated this Neocloud in a class of it's own, which can not be understated. Deals with Anthropic, OpenAI, Meta, Perplexity, Google, Microsoft... the list goes on forever.

$HUT - Hut 8. Started as a bitcoin miner, pivoted hard into AI hosting and power infrastructure. Owns the power, not just the GPUs. They're landing deals left and right, definitely an underappreciated sleeper pick.

$APLD - Applied Digital. Same playbook. Former crypto miner now building purpose-designed AI data center campuses with long-term hyperscaler leases.

$CIFR - data center host for Anthropic's directly, purchased Google TPU v7 Ironwoods (400K units, ~$10B), backed by a 10-year, $3B+ Fluidstack hosting deal where Google guarantees $1.4B of lease obligations for a 5.4% equity stake. One of the only neocloud-adjacent names with real exposure to Google's silicon instead of pure Nvidia GPU rental.

2. Optical / Photonics:

Because every GPU is useless if it can't talk to the GPU next to it.

$CRDO - Credo. The connectivity layer inside every AI cluster. Active electrical cables and DSPs that scale with every rack hyperscalers deploy.

$LITE - Lumentum. Legacy telecom optics company that's become a core 800G/1.6T transceiver supplier for the AI buildout.

$ALAB - Astera Labs. Connectivity chips that solve the bottleneck between GPUs, memory, and storage. Pure-play AI infrastructure with almost no legacy drag.

$COHR - Coherent. Lasers, optical components, and transceivers spanning the entire photonics stack from datacom to industrial.

$MRVL - Marvell. Custom silicon and photonic fabric for hyperscalers. The company quietly inside more AI racks than people realize.

3. Memory:

The most cyclical, most violently mispriced sector in semis. HBM demand changed the entire setup.

$DRAM - DRAM ETF. One ticker, every important memory company on the planet, including South Korean companies like SK Hynix and Samsung Electronic, companies you CAN'T INVEST IN with most brokerages.

$SNDK - SanDisk. Spun off from Western Digital, now a pure-play NAND flash story riding the same supply tightness as everyone else in this sector.

$MU - Micron. One of three companies on Earth that makes HBM. The clearest direct line from AI buildout to memory revenue.

$WDC - Western Digital. Hard drive and enterprise storage demand riding the same data center capex wave as everything else on this list.

$STX - Seagate. The other half of the storage duopoly. Enterprise nearline drives are seeing the same supply crunch dynamics as memory.

4. Analog / Power Semis:

Unsexy. Necessary. Every data center, every EV, every robot needs power management silicon that doesn't get the AI premium yet:

$MXL - MaxLinear. Smaller-cap analog and mixed-signal play with infrastructure and data center exposure that's still flying under the radar.

$STM - STMicroelectronics. European chip giant spanning auto, industrial, and power semis. Way out of favor relative to its diversification.

$ON - ON Semiconductor. Power semis for EVs and industrial, now leaning harder into data center power delivery as a growth vector.

$VSH - Vishay. Passive components: resistors, capacitors, diodes. Boring until you realize literally everything electronic needs them.

$POWI - Power Integrations. High-voltage power conversion chips. Small cap, niche, and positioned for the power efficiency problem AI data centers haven't solved yet.

5. Physical AI / Robotics:

It's coming, soon, and the market is beginning to realize it.

$OUST - Ouster. Lidar for robotics, industrial, and autonomy. Consolidated the space after merging with Velodyne, now the survivor.

$VICR - Vicor. High-density power modules for robotics, AI servers, and defense. Power delivery at the component level, not the rack level.

$VPG - Vishay Precision Group. Precision sensors and strain gauges. The torque and force-sensing hardware that gives robots a sense of touch.

$AEVA - Aeva. 4D lidar with built-in velocity sensing. Smaller and earlier stage than the rest of this list, highest risk, highest ceiling.

$AMBA - Ambarella. Edge AI vision chips. Powers the cameras and perception systems inside cars, robots, and security infrastructure.

I believe a portfolio with these 25 names will severely outperform the market over the next few years. I have 7 figures throughout many of these names. These are all names I'm currently invested in, or plan on investing in in the near future.

None of this is financial advice.

[NBACentral @TheDunkCentral]

JALEN BRUNSON TONIGHT:

45 POINTS
3 REBOUNDS
3 ASSISTS
52% FG

[Nick Warra @NickWarra]

@ValueInIdeas What would be your price target?

[Nick Warra @NickWarra]

@StockSavvyShay I recently got into $FPS when you initiated a position. Do you have initial thoughts on time lines and price targets on this company? I know they recently IPO’d so wanted to get your opinion on this long term?

[Lin @Speculator_io]

Photonics continues to be the leading theme this year:

$SIVE Sivers Semiconductors +1656.63%
$IQE IQE +863.16%
$AXTI AXT Inc +718.78%
$AAOI Applied Optoelectronics +399.28%
$ALRIB Riber +338.86%
$AEHR Aehr Test Systems +328.79%
$LWLG Lightwave Logic +295.38%
$WOLF Wolfspeed +290.88%
$OPTX Syntec Optics +268.28%
$AIXA Aixtron +209.75%
$VIAV Viavi Solutions +174.29%
$HIMX Himax Technologies +154.41%
$LITE Lumentum +145.24%
$STM STMicroelectronics +144.28%
$CIEN Ciena +141.93%
$TSEM Tower Semiconductor +135.23%
$GFS GlobalFoundries +132.28%
$UMC United Microelectronics + 131.81%

[Nick Warra @NickWarra]

@pdicarlotrader Is your target still $60-$72. I am up 46% on this one. Next move it to sell and join discord. First was AMD and now ENPH

[The Analyst @MMatters22596]

TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES:

1. $NBIS | Nebius Group -- 521%
2. $MU | Micron -- 191%
3. $CRDO | Credo Technology -- 170%
4. $CRWV | CoreWeave -- 136%
5. SK Hynix -- 136%
6. $LITE | Lumentum -- 56%
7. $AAOI | Applied Optoelectronics -- 111%
8. $SNDK | Sandisk -- 110%
9. $IREN | IREN -- 95%
10. $SMCI | Super Micro Computer -- 82%
11. $AEHR | AEHR Test Systems -- 75%
12. $ALAB | Astera Labs -- 50%
13. $AVGO | Broadcom -- 50%
14. Samsung -- 50%
15. $NVDA | NVIDIA -- 48%
16. $MRVL | Marvell -- 35%
17. $CLS | Celestica -- 28%
18. $AMD | Advanced Micro Devices -- 30%
19. $ANET | Arista Networks -- 20%
20. $VRT | Vertiv -- 20%

YoY projected revenue growth.

[Abdul Șhakoor @abxxai]

49 WEBSITES GOOGLE DOESN'T WANT YOU TO KNOW

1. 12ft. io — bypass any paywall
2. libgen. is — millions of free textbooks
3. sci-hub. se — free research papers
4. alternativeto. net — find free app alternatives
5. justwatch. com — find where to stream anything
6. archive. org — access any old webpage ever
7. gutenberg. org — 70K free classic books
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9. openculture. com — free courses from top unis
10. wolframalpha. com — solve any math instantly
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12. squoosh. app — compress any image free
13. remove. bg — remove image backgrounds free
14. cleanup. pictures — erase objects from photos
15. unscreen. com — remove video backgrounds
16. carbon. now. sh — turn code into art
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18. shots. so — free product mockups
19. smartmockups. com — mockups without Photoshop
20. haveibeenpwned. com — check if you were hacked
21. virustotal. com — scan any file for malware
22. privnote. com — send self destructing messages
23. temp-mail. org — disposable email instantly
24. file. io — share files that auto delete
25. archive. ph — save any webpage forever
26. similarsites. com — find any site alternatives
27. radio. garden — listen to any radio worldwide
28. everynoise. com — explore every music genre
29. tunefind. com — find songs from any show
30. musicforprogramming. net — music to focus with
31. mynoise. net — custom focus soundscapes
32. coffitivity. com — cafe sounds for productivity
33. elicit. org — AI research paper assistant
34. consensus. app — search what science agrees on
35. connectedpapers. com — map research visually
36. semanticscholar. org — free academic search
37. scispace. com — understand any research paper
38. summarize. tech — summarize any YouTube video
39. phind. com — AI search for developers
40. regex101. com — test any regex instantly
41. codebeautify. org — format any code cleanly
42. jsonformatter. org — read JSON like a human
43. explainshell. com — understand terminal commands
44. raindrop. io — bookmark manager that works
45. downdetector. com — check if any site is down
46. tineye. com — reverse image search
47. fast. com — check your internet speed
48. smallpdf. com — edit PDFs free
49. ilovepdf. com — merge and split PDFs

The internet is bigger than Google shows you.

Most people never leave the first page.

( post credits @socialwithaayan ) Follow us for more

[Shay Boloor @StockSavvyShay]

President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:

• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $MRVL: +128%
• $IRDM: +118%
• $BE: +117%
• $AMD: +111%
• $STX: +110%
• $LUNR: +102%
• $DDOG: +69%
• $DELL: +68%
• $TXN: +55%
• $AVGO: +33%
• $GOOGL: +30%
• $NVDA: +27%
• $AMZN: +20%
• $AAPL: +17%

[Michael | Hypermarkets @itsmichaelluu]

20 stocks I'll add in this May/June 2026 $SPY crash.

Remember, market always bounces back to all time highs.

1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional demand zone.

2. $MU $725
Buy: $500–$550 Strong support and AI memory demand acceleration zone.

3. $GOOG $392
Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support.

4. $AAPL $300
Buy: $260–270 Major support with massive cash flow and buyback strength.

5. $IONQ 51
Buy: $25–38 Prior breakout zone with aggressive future growth potential.

6. $POET $16
Buy: $7–9 Early-stage AI photonics accumulation zone before mass adoption.

7. $DGXX $7
Buy: $3–3.50 Deep support zone with speculative AI infrastructure upside.

8. $MRAM $52
Buy: $14–15 Long-term semiconductor accumulation and breakout retest area.

9. $CIFR $20
Buy: $11–12 Oversold support with strong long-term cybersecurity demand potential.

10. $MSFT $42
Buy: $360–370 Major institutional support and AI cloud dominance zone.

11. $META $610
Buy: $530–540 Historical support and heavy AI monetization opportunity area.

12. $AMD $420
Buy: $340–350 Major support before next AI data center expansion cycle.

13. $INTC $107
Buy: $65–70 Multi-year support with asymmetric turnaround potential.

14. $ORCL $192
Buy: $140–150 Prior breakout zone with accelerating AI enterprise demand.

15. $QCOM $200
Buy: $150–160 Strong support with long-term edge AI opportunity.

16. $NOW $95
Buy: $80–85 Institutional demand zone and enterprise AI transformation support.

17. $ADBE $247
Buy: $224–235 Long-term support with massive AI productivity monetization potential.

18. $BE $42
Buy: $16–19 High-risk support zone with AI energy demand tailwinds.

19. $LITE $971
Buy: $600–650 Prior breakout zone and major AI infrastructure support.

20. $SNDK $1381
Buy: $800–900 Strong semiconductor support with rising AI storage demand.

21. $DRAM $50
Buy: $32–35 Early accumulation zone before broader AI infrastructure expansion.

If the $SPY sells off under $700 towards $650 by the end of June, I'm interested in $SPY calls for $750 June 2027 calls.

♻️RESHARE this post and make 1 comment if you want $SPY contract less then $10 to buy so you can hold it through volatility.

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IONQ, $IREN, $AAOI
• Hold: $HOOD, $OKLO, $ASTS, $HIMS
• Bearish: $PLTR, $OPEN, $SOFI

[Just a Dude Who Invests @DudeWhoInvests]

Someone posted Trump’s ENTIRE portfolio charted on WSB.

Incredible alpha in just one picture.

[Zariq @zariqxavier]

FIRST quarter minutes for Paul Reed

[Nick Warra @NickWarra]

@SleeperBrowns One of the worst takes ever.

[WrestlePurists @WrestlePurists]

That was tremendous.

#WWEBacklash

[Nick Warra @NickWarra]

Trick Williams 🚀🚀 the presentation is 🔥🔥 #wwebacklash

[NBA on ESPN @ESPNNBA]

Detroit Pistons start the series off strong against the Cavs 💪

[Nick Warra @NickWarra]

@pdicarlotrader I entered this one with your suggestion about a month ago. It did get down about 15% but I am pretty close to even now. With risk management and being a long time crypto investor. It didn’t bother me at all. Holding this trade until the we are close to 45-50.

[Ben Kelly @benkellyone]

The internet is lying about how to get rich in 2026:

• Day Trading: 97% lose money
• Dropshipping: Terrible margins
• Coding: AI replacing everything

If you want to be financially free...

Here's where the top 1% are going all in: