Paul May

[Paul May @P_May_Stocks]

These AI infra names aren’t for flipping right now.

Just hold them:
$WYFI $PENG $AMBQ $OSS $CIFR $IREN $IONQ $NBIS $MRAM $AXTI $LWLG $MU $SNDK $ALAB $AEHR $LITE $AAOI

Compounding still has room.
GOOG just raised 2026 CapEx to $195-205B. Hyperscalers keep spending hard.

[Paul May @P_May_Stocks]

Target: $2.5B at 70% GM. Fab 2 decision weeks away for $3B+ more post-2028.

Google capex today key. Upside huge.

Holding $1k–1.2k mid-2028 PT ($MPWR comp).

[Paul May @P_May_Stocks]

$VICR
Post-$380 pullback is normal digestion, but it previewed Gen2 VPD ramp with $GOOG hyperscaler + $AMD OEM driving.

Gen2 demos (5th-gen current mult) finalized, heading to customers for qual. 2026 guide >$600m again, fab to $800m–$1b run-rate EOY—demand eats all capacity.

[Paul May @P_May_Stocks]

I semi demand still rock solid into H2.

$NVDA (NVIDIA) → $205 Must buy
$AVGO (Broadcom) → $382 Must buy
$ARM (Arm) → $275 Must buy
$TSM (TSMC) → $416 Must buy
$ASML (ASML) → $1,796 Must buy
$MRVL (Marvell) → $205 Must buy
$MU (Micron) → $931 Must buy

[Paul May @P_May_Stocks]

Added $SKHY, sold Oct $1200 calls on my $MU to lock long-term. Shifting some MU → SKHY exposure.
Kimi K3 is compute-positive. Base case: Google holds or slightly raises 2026 capex Wednesday.
Ready to reverse if data changes. Weekend reads + $NVDA action keep me on this side.

[Paul May @P_May_Stocks]

$SNDK down 37% in 3 weeks post-rally — typical memory chip pullback.
Like $NVDA's 40-50% dips last year, these shakeouts happen. AI NAND demand stays strong; smart hands buy support. No free passes.

[Paul May @P_May_Stocks]

Memory sector swinging hard post-SKHY Nasdaq debut. $SKHY $DRAM $MU $SNDK
AI demand keeps HBM tight through late 2020s — sellers' market with strong contracts. Dips are buying chances in this infra boom.
Key: No margin calls in a bull market. Discipline wins.

[Paul May @P_May_Stocks]

Cooler CPI print lit a fire under semis and Big Tech today. $NVDA $AMD $MU $AVGO $TSM $VICR $ONTO $FORM and crew looking strong.

Textbook shakeout correction—I've gone hard deploying the last few days. Feels like the low is in. Patience pays big in this setup.

[Paul May @P_May_Stocks]

Now earning around $90k monthly, I get to share what I enjoy most.

July picks:
$MSFT – Don't buy
$GOOG – Don't buy
$ORCL – Buy $142-$148
$SNDK – Buy $1880-$1890
$AVGO – Buy $395-$405
$MU – Buy $1010-$1015

Why no charge? I already make enough and love sharing ideas.

[Paul May @P_May_Stocks]

ウォーレン・バフェット、もっと株価が下がるのを待ってるみたい🤯👀 彼曰く、3月の下落はまだまだ序の口だってさ👻📉

[Paul May @P_May_Stocks]

🚨速報

🇺🇸🇮🇷 米国とイラン、戦闘停止と今週の会談で合意したらしい（Axios報道）。

予測市場での米イラン和平合意確率が一気に50%まで上昇中。

これは市場にとってめちゃくちゃ強気な材料だわ……

[Paul May @P_May_Stocks]

速報です🏆
2026年FIFAワールドカップ、ついに史上最多観客動員を記録した大会になりました⚽

[Paul May @P_May_Stocks]

1976年、ノーラン・ブッシュネルはたった5万ドルでアップルの3分の1を買うチャンスを断ったんだ。
今ならその株、140兆ドルの価値だったのに。彼は地球上で一番の金持ちになってたかもね。
2800万倍のリターンを逃したってわけ。信じられない話だよ。

[Paul May @P_May_Stocks]

AppleのVision Proヘッドセットとスマートグラス開発を担当していたトップ執行役員が、OpenAIに移籍するみたいだよ🐍 Bloomberg報道。

[Paul May @P_May_Stocks]

ジェレミー・グランサムが、今の米国株式市場は史上最も割高だって言い放ったよ🚨

GMOの共同創業者で、2000年と2021年のバブルを見抜いた人。CNBCで「このバブルが弾けたら株はどこまで下がる？」って聞かれてたんだけど…

その答えが結構ヤバい。グランサム曰く、トレンドに戻るには50%どころ

[Paul May @P_May_Stocks]

シティの分析によると、歴史的に強気相場は今みたいな金利じゃなくて、もっと高い金利のときに終わってるんだってさ📉
$SPY $QQQ

[Paul May @P_May_Stocks]

速報：2028年大統領選、マルコ・ルビオが優勢に 🗳️

[Paul May @P_May_Stocks]

Marvell ($MRVL) is taking over Campbell’s spot in the S&P 500. No more soup for that slot 🍲➡️💻

[Paul May @P_May_Stocks]

We don't let people keep freeloading at @The_BakeryHQ. You get maybe one or two chances, depends on how nice @_breadwoman is feeling.

Most communities let over 70% of their members in for free. (Rough retention and conversion, and we all know why.)

We never discount our al

[Paul May @P_May_Stocks]

Check out these 10 solid trading accounts on 𝕏, broken down by topic.👇

Day Trading: @BearBullTraders
Stock Market: @DanFitzpatrick
Trading Coach: @austinsilverfx
Options: @Ardi_Aaziznia
Trading Journal: @tradesviz
Market Analysis: @Jake__Wujastyk
Technical Analys