FirewallKH

[UNITED24 @U24_gov_ua]

Have a good, safe night, everyone.

May you all have only light in your lives, and clear skies over your heads.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

We are doing everything we can to defend Ukraine, all of Europe, and the European way of life.

Please stay active.

Please help us bring our people home from Russian captivity – our children, prisoners of war, civilian hostages, including three OSCE officials.

Please keep helping us protect our people through your political leadership and practical decisions.

Please also support our efforts for diplomacy – so that this war ends through negotiations, NOT through more destruction, which is exactly what Russia wants.

Help make sure our air defense – our Patriot systems – never run-out of the missiles they need.

That is what saves lives.

From a video address to the 33rd Annual Session of the OSCE Parliamentary Assembly.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Unfortunately, there is a shortage of anti-ballistic capabilities – a shortage of Patriots – while Putin still intends to “vanquish” residential buildings rather than end his war.

We have been discussing licenses for the production of Patriots with the U.S. Administration for a long time already. I thank all the countries helping through the PURL program, which enables us to purchase interceptors for Patriots. However, to reliably protect lives, we need our own production.

European production here in Ukraine, or jointly with our partners, would also support the U.S. in operations whenever needed. We hope for a positive response from President Trump to protect lives. I also thank everyone who has expressed condolences to Ukraine today, everyone who has not remained silent and condemned Russian terror.

[Michael | Hypermarkets @itsmichaelluu]

In February 2023, I said buy $NVDA at $18 before AI explosion.

Then I called out:

$MU at $80 → $1150
$ASTS at $2 → $130
$IONQ at $7 → $72
$DRAM at $25 →$76 (safest play so far)

Right now, these are still super cheap:

$NOW at $95
$NBIS at $287
$AAOI at $162
$AVGO at $411
$META at $574
$WDC at $754

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[NEXTA @nexta_tv]

A Chinese man decided to prove that women are perfectly safe in India and Bangladesh

He disguised himself as an unattractive pregnant woman and spent three days in public.

According to him, he was repeatedly groped, harassed, and nearly sexually assaulted.

Now he says he has a very different understanding of how “safe” things really are.

[Michael | Hypermarkets @itsmichaelluu]

$SPY crashed 3% in 1 day and everyone panicked.

It's going to crash at least 10% soon.

I'm adding these gems for 10x swing play:

(stocks returns yesterday vs past year)

1. $AMD: -2.5% | +315%
AI data center revenue +57% YoY. MI450 ramp begins.

2. $INTC: -3.9% | +466%
Turnaround trade. AI server CPUs finally printing real numbers.

3. $SNDK: -1.4% | +4,490%
NAND supply squeeze. No one saw this coming. Everyone missed it.

4. $ARM: -4.5% | +293%
Every AI chip runs on ARM. Royalty flywheel just getting started.

5. $TSLA: -7.7% | +43%
Robotaxi, humanoid, energy. Next decade belongs to full autonomy.

6. $BE: -9.5% | +1,273%
Fuel cells power AI data centers. Oracle deal changes the growth curve.

7. $NOW: -5.0% | -39%
AI workflow automation sleeper. Dip is the setup before the re-rate.

8. $ORCL: -6.4% | +64%
Cloud AI contracts printing. $345 high shows the ceiling hasn't been found.

9. $NVDA: -4.1% | +49%
Hyperscalers have no alternative. Jensen's decade is just beginning.

10. $AAOI: -12.5% | +1,093%
800G transceivers. AI optical backbone play hiding in plain sight.

11. $MRVL: -7.5% | +377%
Jensen said it. Next trillion-dollar company. Custom ASICs win the race.

12. $HPE: -6.8% | +96%
AI server demand exploding. Q2 blowout. Old tech, new AI hardware story.

13. $DELL: -3.0% | +329%
AI PC + server supercycle. Jim Cramer says it's Dell's decade. Hard to argue.

14. $QCOM: -3.0% | +96%
ByteDance AI customer. On-device AI just unlocked a new TAM.

15. $ASTS: -6.6% | +295%
Satellite-to-smartphone broadband. 3 billion potential subscribers.

16. $IONQ: -1.7% | +146%
Trapped-ion quantum. Defense contracts validating the commercial roadmap.

17. $RKLB: -4.0% | +355%
SpaceX IPO lifts all space boats. Neutron rocket = the next growth engine.

18. $NBIS: -8.4% | +459%
Jensen Huang's neocloud pick. Leopold Aschenbrenner's top holding. AI infra pure play.

19. $IREN: -5.5% | +598%
$3.65B GPU financing. Microsoft deal. AI cloud pivot fully underway.

20. $LITE: -8.6% | +975%
$NVDA invested $6.5B in photonics. LITE is the picks-and-shovels winner.

DO NOT MISS this dip opportunity, you don't have to be a genius to be a millionaire by 2030.

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[Michael | Hypermarkets @itsmichaelluu]

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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[Michael | Hypermarkets @itsmichaelluu]

The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.

Elon Musk says by 2030 regular people will be ultra-wealthy.

Here's 20 companies directly linked to SPACEX:

1. $ASTS — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination

2. $IONQ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028

3. $RDDT — Real-time data feeds Grok's truth-seeking AI engine via X integration

4. $RKLB — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve

5. $LUNR — Lunar lander tech directly supports SpaceX's Moon base buildout timeline

6. $ACHR — Air mobility networks integrate with Starlink low-latency connectivity infrastructure

7. $LLAP — Terran Orbital builds small sats riding SpaceX rideshare missions at scale

8. $VIAV — Optical networking components critical for Starlink ground station infrastructure upgrades

9. $AEVA — LiDAR sensors enable autonomous Starship landing and booster catch precision systems

10. $SPIR — Space data analytics layer monetizing SpaceX's growing orbital satellite constellation

11. $KTOS — Defense tech partner powering Starshield national security satellite network contracts

12. $BWXT — Nuclear propulsion R&D aligns with SpaceX's Mars mission power requirements

13. $ARQQ — Quantum encryption secures Starshield government communications on classified orbital networks

14. $LAZR — Luminar LiDAR enables SpaceX autonomous vehicle docking and precision landing systems

15. $OUST — Sensor fusion tech supports SpaceX's booster catch and reusability automation stack

16. $MTSI — RF semiconductors power Starlink user terminal phased-array antenna signal processing

17. $GILT — Gilat Satellite ground infrastructure scales alongside Starlink enterprise fixed-site deployments

18. $SATL — Satellogic high-resolution imaging complements SpaceX orbital AI compute satellite constellation data

19. $TWST — Synthetic biology tools accelerate SpaceX's long-term Mars colonization life support research

20. $POET — Optical interposer chips slash data center power costs inside COLOSSUS AI cluster

Remember, the total market for space economy can be $200 trillion in less than 10 years thats 100x from IPO.

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[CNBC @CNBC]

Jeff Bezos says taxes for lower salary workers are too high: "It's kind of absurd that we're doing this ... We shouldn't be asking this nurse in Queens to send money to Washington."

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, $ENLT spiked 600% from $15 to $90+

Right now, $NVDA CEO wants you to buy sustainable energy companies.

Here's 7 stocks under $10 that can 20x just like $BE:

1/ $PLUG ~$3.76 | Target: $30

Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely.

Customers: $AMZN, $WMT, $HD, $MSFT, $SO

Catalyst 1: Q1 gross margin improved 42pp YoY margin turnaround is real and accelerating

Catalyst 2: DOE hydrogen hub funding unlocking PLUG is a primary beneficiary of U.S. green hydrogen infrastructure buildout

Catalyst 3: Targeting positive EBITDAS by Q4 2026, which would mark a fundamental re-rating moment for the stock

2/ $FLNC ~$20.00 | Target: $65

Grid-scale battery storage that keeps renewable power stable and uninterrupted for 24/7 AI data center operations.

Customers: Two new hyperscaler MSAs signed ($GOOG $MSFT $AMZN $META could be?), BrightNight, Cordelio Power, LEAG (Europe)

Catalyst 1: Two new hyperscaler Master Supply Agreements signed in Q1 2026 expected to generate over $2B in revenue

Catalyst 2: Record $5.5B backlog with a $30B pipeline, up 30% since September 2025

Catalyst 3: Citi raised target to $26 and Canaccord raised to $28 post Q1 analyst conviction building fast

3/ $ARRY ~$10.00 | Target: $40

Solar tracking systems that maximize output at utility farms directly powering AI data center campuses nationwide.

Customers: NextEra Energy, Invenergy, AES, RWE Renewables, AWS energy partners

Catalyst 1: Record $2.4B orderbook in Q1 2026 IRA deadline rush driving near-term revenue surge

Catalyst 2: Hyperscalers signing 100-500MW solar PPAs directly every one requires ARRY trackers

Catalyst 3: APA Solar acquisition adds tracking software margin and new utility-scale contract channels

4/ $SHLS ~$10 | Target: $32-$35

Electrical balance-of-system components the invisible wiring and combiner systems every AI-powering solar plant depends on.

Customers: $NEE , RWE Renewables, Enel Green Power, $AES , Invenergy

Catalyst 1: Q1 2026 revenue +75% YoY to $140.6M with a record $758M backlog

Catalyst 2: New DC-coupled battery storage products open a second revenue stream alongside solar BoS

Catalyst 3: Goldman Sachs Buy rating with $11 target facility consolidation headwinds clear in H2 2026, margin recovery follows

5/ $EOSE ~$8 | Target: $24

Zinc-based long-duration batteries solve renewable intermittency providing the hours-long storage AI data centers need for truly uninterrupted clean power.

Customers: $DUK , $ED, U.S. Army Corps of Engineers, data center developers

Catalyst 1: Second production line coming online in 2026 doubles output capacity and drives gross margin positive

Catalyst 2: $220M+ in new orders in Q4 2025 with 20% pipeline growth data center sector is the primary driver

Catalyst 3: Domestic zinc supply chain means zero Chinese lithium dependency — a structural moat in the tariff war era

6/ $FCEL ~$21 | Target: $60

Modular fuel cells deliver on-site DC power with waste-heat capture for cooling purpose-built for the 24/7 uptime AI workloads require, no grid connection needed.

Customers: $XOM , $TM , $PFE , U.S. Navy, Department of Defense

Catalyst 1: 1.5 GW+ in active AI data center proposals even partial conversion is transformational at this market cap

Catalyst 2: Q1 2026 revenue +61% YoY as the bring-your-own-power trend accelerates across hyperscalers

Catalyst 3: ExxonMobil carbon capture JV commercialization validates the technology at industrial scale by late 2026

7/ $AQN ~$8 | Target: $24-$30

Regulated wind, solar, hydro and thermal utility the reliable baseload backbone AI data centers need most, trading at a deep discount to book value.

Customers: Regulated U.S. ratepayers, Midwestern utilities, Canadian provincial utilities, long-term PPA counterparties

Catalyst 1: Strategic asset sales and restructuring completion of the review in H1 2026 unlocks significant shareholder value

Catalyst 2: Pending U.S. rate case approvals across multiple jurisdictions directly lift regulated earnings

Catalyst 3: Fed rate cuts are a free catalyst every 25bps cut meaningfully re-rates this stock higher

Recently, Jensen Huang in an interview said $NVDA under invested in sustainable energy. I still like $BEP $ENLT $PLUG and possibly $ENPH. $ENLT can keep going towards $200 then $400+ I'd say.

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[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.

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[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Today is Europe Day.
And Ukraine is marking it not formally or through sloganeering, but fully aware that we are already an inseparable part of the European family. We are defending Ukraine, our independence, our future – and in doing so, we in Ukraine are defending our Europe. A Europe of which Ukraine has been and will remain a part.

From the first days of the full-scale war until today, Europe has stood with Ukraine. And this is not charity – it is a choice made by Europeans: to stand on the same side as the brave and the strong – the Ukrainians who are fighting today for peace and true protection against tyranny, not only for themselves, but for the entire continent. And we will inevitably defend our state, our people, and our right to freely choose our future – a future in Europe.

Glory to Ukraine!

[Dmytro Kuleba @DmytroKuleba]

Kyiv drew its own long-range map — and threw it on the table. A great achievement for Ukraine. A lesson for others.

For years, Ukraine asked its partners for long-range weapons to strike deep inside Russia.

Guided by escalation concerns, some refused outright (Germany and Taurus); some provided them only in very limited quantities and long barred strikes against targets inside Russia (the US and ATACMS); while others agreed but supplied them in limited batches and imposed restrictions on their employment (the UK with Storm Shadow and France with SCALP).

It was a hard fight with friends.

Meanwhile, Ukraine did not sit still. It spent these years developing its own capabilities. Today, Kyiv produces enough long-range drones and missiles of sufficient quality to strike Russia regularly and deep behind the front lines.

This is not a turning point in the war. But it is a qualitatively new instrument of pressure on Putin at a time when Trump is unwilling to bear down on him and Europeans lack the ability to do so.

Most importantly, it is a powerful example of how a nation builds its own capabilities and reduces critical dependence on partners.

[Michael | Hypermarkets @itsmichaelluu]

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.

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, SNDK spiked from $27 to $1400+ for 5200%.

Memory is the bottleneck of AI right now, but soon it will be photonics and energy.

Here's 4 other bottlenecks of AI that is undervalued:

🔵 $POET — Optical Interconnects Light replaces copper inside AI clusters. Marvell order live, 30k+ engines shipping in 2026. Target: $40

🔵 $LWLG — Polymer Photonics Their Perkinamine tech outperforms silicon at moving data between chips. Stage 3 commercialization just started. Target: $42

🔵 $CIFR — AI Power Infrastructure $9.3B in contracted leases with AWS + Google. Power is the #1 bottleneck and CIFR owns the land + grid access. PT: $300

🔵 $CRDO — Active Electrical Cables Revenue +272% YoY. Every GPU cluster needs their AEC cables to move data between chips without latency. Target: $130

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[Jasmin @AI_with_jasmin]

Stop telling Claude, "do this ."
Stop telling Clude, "write code."
Stop telling Clude,"fix this error."

you're actually treating a senior AI like a junior intern.

Here are 8 prompt you can copy and paste directly:

[NEXTA @nexta_tv]

Looks like the Russians have decided to welcome Ukrainian drones at the May 9 parade after all.

Russia struck Sumy. A kindergarten was hit.

The footage shows the horrific aftermath of strikes on ordinary buildings. These are not military targets.

[Michael | Hypermarkets @itsmichaelluu]

HISTORY WILL REPEAT:

When Jerome Powell became the NEW FED CHAIR in February 2018, SPY crash 4%.

Kevin Warsh is the NEW FED CHAIR on May 15, 2026.

He does his first FOMC on June 17.

History shows the average max drawdown under a new Fed Chair is -20%.

SPY has NEVER been kind to regime change at the Fed.

[Michael | Hypermarkets @itsmichaelluu]

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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