AI SUPER CYCLE STACK
Most want to know where to START.
This is a good start to keep WATCH for the NEXT pullback opportunity .
MEMORY
$MU
$SNDK
$AMAT
$AEHR
COMPUTE
$NVDA
$AMD
$ARM
$INTC
$NBIS
NETWORKING
$ANET
$AVGO
$MRVL
$CRDO
OPTICS
$AAOI
$NVTS
$ALAB
$GLW
$TTMI
INFRASTRUCTURE
$DELL
$IREN
$CORZ
$CIFR
SOFTWARE
$MSFT
$NOW
$CRM
$SNOW
$MDB
DEFENSE
$PLTR
$AVAV
$KTOS
$ONDS
$RCAT
$DPRO
$UMAC
$SWMR
ROBOTICS
$OUST
$TSLA
$SYM
POWER
$BE
$TE
SPACE
$ASTS
$RKLB
$RDW
$LUNR
$PL
Buys buys during this market pullback:
Semiconductors
$MRVL
$ALAB
$NVTS
$INTC
$AMBQ
AI Software
$PLTR
$DOCN
AI Infrastructure
$NBIS
$DELL
$DOCN
$IREN
$CIFR
$WYFI
Photonics
$AAOI
$LITE
$LPTH
$AXTI
Memory
$SNDK
$WDC
$STX
Quantum Computing
$IONQ
Energy Infrastructure
$EOSE
$HYLN
$BE
$TE
Drones
$ONDS
Edge Computing
$OSS
Network Infrastructure
$NOK
AI Hardware Supply Chain
$PENG
Bookmark this post for research and invest in the best ones!
The number of amazing asymmetrical plays right now is insane. The market rarely gives us opportunities like this, but when it does, you can bet I’m taking full advantage.
$ONDS
$SOFI
$EOSE
$HIMS
$GRAB
Sector rotation, loud and clear:
Tech and energy sold off, while real estate, materials and health care caught wind
Visualize the shift in seconds.
🧠 https://t.co/WnoU6mQS0S
This post shows so many important technical strategies that are key to low risk trading
✅Anticipate the move
✅Don't follow "textbook" patterns
✅Participate with a low risk strategy 2/1 VWAP ✅Take partial profit at logical level
✅Measured move objectives (not price targets)
✅& more
Double top 101 $MAGS
$EOSE Don't miss this 👀
Price has pulled back to the 1 fib extension and is finding some support.
Happy buying here. Safe entry when price reclaims the 50DMA.
Wave 3 target: 141% 🚀
My favorite setups into the rest of the week
Massive daily bases in the optics sector & incredible relative strength
SK Hynix aims to double wafer capacity over the next five years because AI demand is driving unprecedented growth in memory:
$AAOI
$CRDO
$VECO
$COHR
These look ready to move.
The 30m pivot might single handedly be the best reversal strategy I've ever seen in the markets
Combine this with a high probability level like a key moving averages or gap support
& you have an incredibly high probability low risk approach to buying pullbacks..
got long $RKLB today off the 50 EMA + 30m pivot
bought some $MSCHP off the 50 EMA + 15m pivot
& added some $TE off the 8 week EMA + 30m pivot
If you are looking to buy relative strength on weakness this is about as good as it gets.
Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics..
$SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE
The reality is there’s so much more to it.. I built a complete map of the AI buildout – at least the one I’ve been trading around for the last year.. I put that map on my Substack… 12 layers deep.
Since I’ve seen it circulating on here, I’ll just post it myself.
The hard part isn’t knowing the full stack – it’s making sense of it.
Why is photonics down today but memory isn’t? Why is CPO so relevant in the AI buildout?
Bullish AF on AI infrastructure.
Go check out the full article for free on my Substack, and if you’re going to share it – please do, but link back to my article.
Here is the link: https://t.co/AqKTdxnlmJ
Let’s go find the next 1000% stock ⚡️⚡️
Energy has been building in $DAVE for a year as sales and earnings continue to show steady growth.
The action of the last 2 months shows a cup & handle developing. No position for me yet, a worst case stop would go below the green arrow (last weeks low)
Chart from @Marketsurge free access all this week https://t.co/u8SPB8Fwye
Make the trade your own