$PWRL direct listing
expected today
43.2mln shares
financial advisor: Stifel, Nicolaus & Company
Powerlaw Corp. is a closed-end/private asset fund that is listing on Nasdaq via direct listing, giving public investors exposure to:
- SpaceX $SPCX
- OpenAI
- Kalshi
and other private AI / defense / space companies
As of May 13, 2026, NAV was $604.1 million and NAV per share was $13.97.
Holdings
1. Space Exploration Technologies Corp. — 19.37%
2. OpenAI Group PBC — 7.77%
3. Kalshi Inc. — 6.26%
4. Deel, Inc. — 4.96%
5. Payward, Inc. — 4.16%
6. Vast Data Ltd. — 4.14%
7. Stripe, Inc. — 4.19%
8. Databricks, Inc. — 3.45%
9. Colossal Biosciences Inc. — 3.31%
10. https://t.co/18OxSzzNou Corporation — 3.31%
11. Tether Holdings, S.A. de C.V. — 3.31%
12. Perplexity AI, Inc. — 1.32%
13. Canva, Inc. — 1.09%
14. Groq, Inc. — 1.07%
15. People Center Inc. — 0.82%
16. Saronic Technologies, Inc. — 0.82%
17. Figma, Inc. — 0.20%
18. Waymo, LLC — 0.06%
1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like SNDK:
1. $POET — $11.19 🎯 PT: $80
Optical interconnects that replace copper inside AI data centers.
Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem
Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026
2. $NOK — $12.82 🎯 PT: $15
5G + optical networking backbone for every hyperscaler buildout.
Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone
Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand
3. $EOSE — $8.70 🎯 PT: $30
American-made zinc batteries powering the grid AI data centers drain.
Customers: Utilities, IPPs, CAISO & ERCOT grid operators
Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027
4. $DGXX — $6.45 🎯 PT: $30
Building GPU data centers to rent compute directly to AI companies.
Customers: Cerebras Systems (AI chip maker)
Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion
5. $LWLG — $16.41 PT: $120
Electro-optic polymers that make AI fiber speeds physically possible.
Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3
Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026
6. FLNC — $24.50 🎯 PT: $28
Battery storage that keeps AI data centers powered without grid failure.
Customers: Two major hyperscalers (MSAs just signed), utilities globally
Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026
7. $PLAB — $49.50 🎯 PT: $55
Photomasks for every advanced AI chip no mask, no chip, period.
Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain
Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes
Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth.
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2 years ago, $POET was $0.90. It hit $21 this year, up 2300% so far.
There's only 5 stocks under $20 like $POET:
1. $TE ~$8.08
Solar manufacturer powering AI data centers. Leopold Aschenbrenner's $13.7B Situational Awareness fund just bought 10M shares. AI infrastructure is starving for domestic power TE builds it. 2000% potential if they land hyperscaler contracts.
2. $KEEL ~$4.81
Former Bitcoin miner that pivoted HARD into AI & HPC infrastructure. Controls 2+ GW of power capacity across North American sites. Chardan just initiated with a Buy. Power is the #1 bottleneck for AI $KEEL owns it.
3. $LAES ~$3.38
SEALSQ builds post-quantum security chips. Revenue up 66% in 2025. $200M+ commercial pipeline through 2029. AI needs unhackable hardware quantum-safe chips are the next arms race nobody is talking about yet.
4. $EOSE ~$8.00
Eos Energy makes zinc-based battery storage for AI data centers. Just signed a joint development deal with Turbine-X Energy targeting 2 GWh of AI data center power over 3 years. Analysts have a $10.94 price target — but that's before a big hyperscaler deal lands.
5. $CLSK ~$15.97
They mine Bitcoin but is sitting on 1.8 GW of contracted power in cheap energy grids. In "advanced discussions" with a direct investment-grade hyperscaler customer. If that deal closes, this re-rates from Bitcoin miner to AI infrastructure play overnight.
I have 1 more from the lows at $30 already. I think it can 10x still (to be honest).
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In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by networking and custom silicon. Marvell solves critical data movement problems between GPUs, memory, and hyperscale systems.
$LITE Lumentum → As GPU clusters grow, optical interconnect demand explodes. Lumentum’s photonics technology helps AI systems transfer massive amounts of data with lower latency and power consumption.
$COHR Coherent → Coherent enables next-generation optical communications and advanced semiconductor materials. AI factories cannot scale efficiently without faster optical transmission technologies.
$GLW Corning
→ AI data centers need massive fiber density and ultra-fast optical connectivity. Corning supplies the backbone glass and fiber infrastructure enabling hyperscale AI clusters to communicate at scale.
$IREN IREN Limited
→ AI requires enormous amounts of cheap power and scalable compute infrastructure. IREN gives NVIDIA exposure to next-generation AI data centers with energy advantages most competitors can’t replicate.
$CRWV CoreWeave
→ CoreWeave became one of NVIDIA’s most important AI cloud partners because it aggressively buys NVDA GPUs faster than traditional hyperscalers. This expands NVIDIA’s AI compute dominance globally.
$NBIS Nebius
→ Nebius is building AI-native cloud infrastructure optimized specifically for high-performance training and inference workloads. NVIDIA benefits from another rapidly scaling ecosystem partner consuming massive GPU capacity.
3 extremely likely future NVDA partnerships:
1. $ANET Arista Networks → AI networking demand is exploding. NVIDIA + Arista together could dominate hyperscale AI traffic infrastructure.
2. $VRT Vertiv → AI data centers are running into cooling and power bottlenecks. Vertiv solves one of the biggest scaling problems for AI globally.
3. $ETN Eaton → AI power demand is becoming the next trillion-dollar bottleneck. Eaton provides the electrical infrastructure needed to sustain hyperscale AI expansion.
They’re building the entire AI empire infrastructure stack from silicon → photonics → networking → power → data centers.
If you’re seeing $PENG rip in the after hours - here’s a quick reminder on who owns it:
• SK Telecom ($SKM) — $200M convertible pref → ~6.1M shares as-converted, board seat
• SKT owns ~20% of SK Hynix — which just passed Samsung in annual profit on AI memory
• PENG is SKT’s plug into US “AI factory” deployments alongside its Anthropic, OpenAI & Perplexity bets
Same SK Group flywheel that made Hynix the AI memory king now sits behind $PENG.
1 year ago, Trump bought $INTC at $20 and now its going to $200+ by year end.
$INTC was losing $1 billion per quarter, but now they partnered with $AAPL.
Here's Trumps 12 favorite stocks to buy:
1. $DELL — Buy Zone: $180–$200
AI server demand exploding. Dell powers enterprise AI infrastructure, government compute, and sovereign cloud expansion.
2. $CSCO — Buy Zone: $75–$80
Critical networking backbone for AI data centers, cybersecurity, government infrastructure, and enterprise communications dominance.
3. $NOK — Buy Zone: $8–$9
5G infrastructure, secure telecom networks, and Western alternatives to Chinese communications equipment are strategic priorities.
4. $TSLA — Buy Zone: $360–$370
American robotics, autonomous AI, energy storage, and manufacturing leadership all tied into one company.
5. $ASTS — Buy Zone: $50–$60
Space-based cellular infrastructure could become critical American communications and defense technology.
6. $IONQ — Buy Zone: $25–$35
Quantum computing race versus China. Massive long-term implications for cybersecurity, military, and AI acceleration.
7. $LMT — Buy Zone: $420–$440
Defense AI, missile systems, aerospace dominance, and military infrastructure remain core U.S. strategic priorities.
8. $NVDA — Buy Zone: $160–$170
AI compute king powering American hyperscaler leadership.
9. $PLTR — Buy Zone: $110–$120
Government AI operating system deeply connected with defense and intelligence growth.
10. $ORCL — Buy Zone: $130–$140
Sovereign cloud and national AI infrastructure expansion accelerating globally.
11. $AMD — Buy Zone: $132–$148
Critical US AI chip competitor helping reduce dependence on foreign manufacturing.
12. $RKLB — Buy Zone: $19–$24
Space and defense infrastructure becoming increasingly important for national security dominance.
Remember, Trump is investing back into US companies for dominance. For DELL, I'd add Dec 2028 $350 calls (for a buy and hold play).
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Listen, for small accounts IRE is the 2x IREN etf.
You'll grow $1000 into $30,000 in 30 days with this strategy:
Remember, on March 31, I shared with you the EXACT bottom for:
- META & METU 170%
- TSLA & TSLL 160%
- NVDA & NVDU 135%
- AAPL & AAPU 140%
- MSFT & MSFU 130%
- GOOG & GGLL 200%
DONT MISS THE NEXT DIP.
The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we just finished Phase 1 2023-2025
$NVDA → AI GPU king powering training, inference, and hyperscaler demand.
$MU → High-bandwidth memory critical for AI servers and massive compute.
$COHR → Photonics and optical connectivity enabling ultra-fast AI data transfer.
$MRVL → Custom AI networking chips powering cloud and hyperscale infrastructure.
PHASE 2 transititioning into in 2026–2027
$IREN → AI-focused data centers securing scalable power for compute expansion.
$WULF → Energy-efficient infrastructure supporting massive AI compute requirements globally.
$VRT → Cooling and power systems preventing AI data center bottlenecks.
$ETN → Electrical infrastructure backbone powering hyperscale AI facility growth worldwide.
$CEG → Nuclear and clean energy demand exploding from AI power consumption.
$ANET → High-speed networking moving enormous AI workloads between GPU clusters.
$MRVL → AI networking silicon connecting compute, memory, and cloud infrastructure.
PHASE 3 (this is massive bottleneck from 2027-2029)
$MP → Rare earth materials essential for robotics, EVs, and defense systems.
$USAR → Domestic critical mineral supply chain supporting future AI manufacturing.
$ASTS → Space-based connectivity enabling global autonomous and AI communication networks.
$RKLB → Affordable launch infrastructure supporting defense, satellites, and AI expansion.
$KTOS → Autonomous warfare and AI-driven military systems entering mass adoption.
$TSLA → Real-world AI robotics, autonomy, manufacturing, and autonomous transportation leader.
$SYM → Warehouse robotics automating global logistics with AI-powered machine systems.
PHASE 4 — Full automation (2030+)
$MSFT → AI operating layer integrating agents into enterprise software ecosystems.
$GOOGL → Search, infrastructure, and AI distribution dominance across the internet.
$META → Consumer AI ecosystem integrating assistants, commerce, and social platforms.
Quantum plays → Next-generation computing unlocking exponential AI capability breakthroughs.
The pattern is simple:
Infrastructure → Expansion → Domination.
We are only in Year 3 of 15.
10 years ago, AMD was trading at $2 and up 21500% now.
AMD was losing money, but their technology was powerful.
20 stocks with same set-up as AMD (price target 1 year from now):
1. $SMCI (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70
2. $APLD (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120
3. $VIAV (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200
4. $SOUN (~$9) Conversational AI agents handling drive-thrus, healthcare, and enterprises at scale. PT: $30
5. $DOCN (~$161) Inference cloud for AI startups saving 15% vs AWS — 254% ARR growth. PT: $600
6. $FORM (~$150) Advanced probe cards that test every AI chip before it ships from the fab. PT: $400
7. $AEHR (~$96) Burns-in and stress-tests silicon carbide and AI chips before deployment. PT: $225
8. $ACMR (~$55) Wet cleaning tools that remove nanoscale contaminants from every AI wafer. PT: $160
9. $POWI (~$78) Power conversion chips cutting energy waste inside every AI server. PT: $210
10. $WOLF (~$43) Silicon carbide wafers enabling more efficient power delivery for AI data centers. PT: $100
11. $AMBA (~$75) Edge AI inference chips for surveillance, autonomous vehicles, and robotics. PT: $120
12. $SLAB (~$220) Mixed-signal chips connecting the sensors and IoT devices in every AI edge system. PT: $600
13. $MKSI (~$300) Gas and power delivery systems used inside every AI semiconductor fab. PT: $600
14. $OSIS (~$240) AI-powered inspection systems securing airports, ports, and critical infrastructure. PT: $400
15. $KOPN (~$5) Microdisplay chips for AR/VR headsets running AI at the edge. PT: $12
16. $MAPS (~$1) Maps and spatial data powering AI navigation and autonomous vehicle systems. PT: $2
17. $IONQ (~$54) Quantum computing hardware that will run AI workloads beyond classical chip limits. PT: $200
18. $AUR (~$7) Autonomous trucking AI hitting commercial launch across U.S. freight lanes. PT: $22
19. $SERV (~$10) Sidewalk delivery robots bringing AI physical autonomy to last-mile logistics. PT: $25
20. $BBAI (~$4) AI decisioning software for defense and intelligence agencies at classified scale. PT: $12
My favorite 4 are AUR, APLD, IONQ, SERV. Especially if the world becomes more automated with robots and self-driving.
You can make 200%-1000% for FOMC using these 2 set-ups.
The SPY only moves in 2 ways:
1. ABC STRATEGY (Trend Continuation)
Move A = Real move after news
Move B = Fake pullback to shake you out
Move C = Real trend continuation
How to trade it:
Wait for Move A → ignore it
Wait for Move B → don’t panic
Enter on confirmation of Move C → ride the trend
Key: Don’t chase. Let price prove direction.
2. MANIPULATION STRATEGY (Trap Model)
2:00pm = First fake move (trap)
2:30pm = Second fake move (bigger trap)
After = Real move begins
How to trade it:
Expect BOTH directions to get trapped
Wait 15+ minutes after 2:30pm
Enter ONLY when real momentum confirms
Key: The real move comes AFTER both traps.
RULES FOR BOTH:
• No trade before confirmation
�� Trade WITH trend, not against
• Expect volatility, not clarity early
• Patience = edge
Most traders lose on FOMC because they react. The big secret is to wait, confirm, then execute.
I'll DM you the FREE notes for STRATEGY 2 once you REPOST this and comment "superluckeee"
4 years ago, GOOG lost 50% of its value from $151 to under $80.
Today, its at $375 up 470% becuase it has technology no one else has.
There's 4 super strong companies undervalued just like GOOG:
1. AST SpaceMobile (ASTS)
Peak: $130 now at $70 down 47%
ASTS is building the first space-based cellular broadband network, allowing regular phones to connect directly to satellites—no hardware needed. If successful, it unlocks global connectivity for billions and creates a telecom monopoly layer similar to early GOOG search dominance.
Buy Zone: $50 – $60 (Prior accumulation zone + strong support base)
2. IonQ (IONQ)
Peak: $85 now at $40 down 52%
IonQ is a leader in quantum computing, targeting exponential breakthroughs in optimization, AI, and cryptography. If quantum becomes commercially viable, IonQ sits in a position similar to NVIDIA pre-AI boom.
Buy Zone: $20 – $30 (Demand zone before prior breakout expansion)
3. Rigetti Computing (RGTI)
Peak: $60 now at $16 down 73%
Rigetti is vertically integrated in quantum building both hardware and software stacks. This gives it long-term leverage if quantum adoption scales, positioning it as a potential infrastructure layer of future computing.
Buy Zone: $10 – $12 (Base support + early-stage accumulation range)
4. Oklo (OKLO)
Peak: $195 now at $65 down 67%
Oklo is reinventing nuclear with small modular reactors (SMRs) a critical solution for AI’s massive energy demand. If data center energy demand explodes, Oklo becomes a foundational infrastructure play.
Buy Zone: $40-$50 (Pullback into pre-breakout demand zone)
Remember, AMZN crashed from $113 to $6 back in 1999 before it ran all the way to $3000+ in 10 years.
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20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, institutions defend
$IONQ — $43
Buy Zone: $25–29
Why: Previous consolidation base after explosive quantum momentum run
$RGTI — $16
Buy Zone: $10–12
Why: High beta pullback into prior accumulation before parabolic move
$BE — $230
Buy Zone: $120-130
Why: Strong support from prior earnings gap and demand cluster
$LWLg — $12
Buy Zone: $8–9
Why: Microcap liquidity pocket where buyers previously stepped aggressively
$EOSE — $7
Buy Zone: $3.8–4.5
Why: Deep value zone near long-term base and accumulation
$HOOD — $82
Buy Zone: $60–65
Why: High volume node from prior consolidation before breakout
$COIN — $195
Buy Zone: $140–150
Why: Bitcoin correlation support + prior institutional accumulation zone
$MU — $505
Buy Zone: $320-330
Why: AI memory demand support with strong earnings-driven floor
$GOOGL — $345
Buy Zone: $290–300
Why: Mega-cap support aligned with long-term trend and funds rotation
$AAPL — $270
Buy Zone: $235–245
Why: Strong demand zone from prior base and institutional buying
$META — $672
Buy Zone: $540–550
Why: Momentum reset into prior breakout with heavy institutional support
$MSFT — $420
Buy Zone: $360–370
Why: AI leader with strong support near previous consolidation range
$AMZN — $257
Buy Zone: $200–210
Why: Retail + cloud support zone with consistent buyer interest
$TSLA — $373
Buy Zone: $300–320
Why: High volatility reset into major demand and prior breakout
$SNDK — $1040
Buy Zone: $600–650
Why: Premium valuation pullback into institutional accumulation zone
$SIVE — ~ 30
Buy Zone: 16–18
Why: European small cap resets into base with asymmetric upside
$WOLF — $28
Buy Zone: $16–18
Why: Semiconductor cyclic bottom range with prior strong demand
$INTC — $81
Buy Zone: $55-60
Why: Turnaround narrative support with heavy long-term positioning
$AMD — $317
Buy Zone: $230–240
Why: AI chip demand pullback into high conviction accumulation zone
Remember, when Jerome Powell became the FOMC chair in February 2018, SPY crashed 4% in 1 day. The new FOMC chair Kevin Warsh comes in on May 15, 2026.
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In 2 years, LITE ripped from $50 to $900 up 1800%
But, LITE was losing $100,000,000+ per quarter (see financials)
Here's 3 stocks with the exact same set-up to make 1000%-2000% in less than 2 years:
1. $AXTI (AXT Inc.)→ Makes the indium phosphide (InP) wafers that every AI laser runs on. Record $60M backlog. Plans to double capacity by end of 2026. → Still losing money. Revenue dipped in 2025. Market hasn't priced the inflection yet. Stock already up 5,000%+ past year but was at pennies.
2. $LWLG (Lightwave Logic)→ Pre-revenue. $237K in sales. $20M net loss. Sounds terrible that's the point. → 4 Fortune 500 companies at Stage 3 design-win. Tower Semi partnership locked in. $70M cash runway through 2027. This is LITE in 2021.
3. $AAOI (Applied Optoelectronics)→ Just disclosed a $71M 800G order from a major hyperscaler $124M from that one customer since March alone. → Vertically integrated, U.S.-based, and trading at a fraction of LITE/COHR multiples. Most traders have never heard of it.
The pattern is always the same: Losses → Revenue inflection → Wall Street discovers it → 10x
Everyone is chasing AI…
Meanwhile $OPEN is sitting on a perfect storm:
Earnings improving
Rates about to move
Housing tightening
This is one of those setups where everything lines up at once.
Most people will wait for “confirmation.”
That’s how you miss it.
$OPEN to $33 isn’t crazy.
What’s crazy is how early this still feels.
5 call options to hold for accounts less then $2000:
MSFT
June 2026 $600 at $12 or under
META
April 2026 $800 at $15 or under
AAPL
Sept 2026 $290 at $17 or under
TSLA
Jan 2026 $500 at $17 or under
NVDA
March 2026 $230 at $7 or under
TRADE PLAN for Nov 11th 📈
$SPX gapping lower this morning, Let's see if it can move red to green, possible consolidation day if SPX fails to hold above 6800. Be more patient today.. We still have CPI data coming up on Thursday
$QQQ needs through 624 to set up for 627-629, lets see if it can hold a higher low above 619 for today.
$NVDA if we see a red to green move possible it runs to 203-207 by Friday. Calls can work between 199-200 this week.
BE Patient today. The market can start to get a bit more tricky to trade if a red to green move doesn't come in the indices.🫡
20 steps to turn $2000 into $1,000,000+ in 2026 (if you work full-time)
1. Open 2 brokerage accounts 1 for swing trading and 1 for scalping.
2. Put $1000 into it each of them.
3. Use $1000 for scalping so take only 0-3 trades a day max (always, do not break this rule)
3. Use $1000 for swing trading 1-2 contracts at a time. Pick strong companies NVDA AAPL TSLA META GOOG MSFT AMZN SPY
Comment "super" for my list of 10 super companies that will do well in 2026. Starting with IREN, SOFI...
4. Choose 1-2 set-ups for scalping only and you can use this list right here.
5. Each scalp you take the contract should be $2-$4 with at least 1 week expiry (do not break this rule)
6. Stop loss should be $0.30-$0.50 from your entry. This mean you can take 20 trades with $1000 before you blow up your account.
7. You'll find that out of 20 trades you take you would have made $100-$200 if you held longer to your target.
8. So now you have to go back and figure out why you are selling early. And work your confidence.
9. These 20 trades will teach you your bad behaviors like chasing and taking trades you didn't plan. So now you have to fix your behavior.
10. Review your trades each day
11. Learn technical analysis (I can teach you step by step) and how to master your emotions
12. The hardest thing to learn about trading is waiting and being patient. Once you can sit and be bored waiting for your set-up, you've mastered trading.
13. Choose IBKR, TOS or even WEBULL for your brokers.
14. Memorize the candelstick patterns.
15. BEFORE you enter a trade, always wait for the CANDLE to close strong with volume then wait for the next candle to be strong to enter.
16. Time frame for scalping is 1min and 5min, but you always have to study DAILY chart and 1HR time frame to learn the sentiment.
17. Start working on system so make up rules for yourself to follow. DO NOT BREAK IT.
18. If you break your rules then the results will show up so CREATE environment so you cant break those rules.
19. If you need a CHEATSHEET, DM me Ill send you one to follow.
20. Remember, some days you'll make $0, some days you make $20 and somedays you make $100. The secret here is to always follow your rules and not worry about the money. Once you focus on the money, you'll get pressure and not perform well.
1 trade at a time is all it takes.
https://t.co/yI4QMOLA8z
5 plays that can go 500%-1000% in 2026:
1. SOFI
Calls Jan 2027 $40 for $5 can go to $50+
2. QS
Calls Jan 2027 $25 for $5 can go to $50+
3. EOSE
Calls Jan 2027 $25 for $6 can go to $60+
4. CIFR
Calls Jan 2027 $35 for $7 can go to $70+
5. LAES
Calls Jan 2027 $5 for $2 can go to $20+
Here's 5 more plays I like here 🧵