Tyler Brooks

Tech & growth stock hunter on Wall Street | Nasdaq & AI stocks daily
Breaking down earnings & momentum plays | Not financial advice. DYOR.

[Nathan Cross @NathanCrossNC]

A month ago, I gave you:

$P — $52.90 → $90.00 (+70.1%)

$MSTR — $91.61 → $154.00 (+68.1%)

$TEAM — $105.10 → $176.00 (+67.5%)

$BLSH — $48.20 → $80.00 (+65.8%)

$SMTC — $114.20 → $180.00 (+57.7%)

$NTRA — $89.50 → $140.00 (+56.4%)

$RBRK — $58.40 → $90.00 (+54.1%)

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(Not financial advice — DYOR)

[David Morgan @jamescal2026]

A week ago I gave you:

$TWST — $127.22 → $185.21 (+45.6%)

$AGEN — $6.94 → $9.97 (+43.7%)

$QMCO — $23.58 → $33.05 (+40.1%)

$TEM — $59.01 → $82.67 (+40.1%)

$LTRX — $5.24 → $7.23 (+38.0%)

$MRNA — $143.97 → $198.98 (+38.2%)

Don't be discouraged. Opportunities favor the prepared.
I am keeping an eye on a few US stocks that are relatively undervalued and showing strengthening momentum.

Each week, I share 3–6 high-yield stocks along with my investment strategies.

Join methods:
1: Check out my pinned post!
2: Please click the “Link” in my bio 👇

Only 25 participants per week (subscribers only)
First come, first served
(Not investment advice. Please DYOR / Do Your Own Research)

[Nathan Cross @NathanCrossNC]

If your net worth is under $1 million, this post is crucial.

1. $NVDA $230 now. $276 stock. Rubin ramp still sold into hyperscale demand.

2. $AMD $608 now. $730 stock. Data-center GPUs keep taking share from one vendor.

3. $TSM $454 now. $545 stock. CoWoS and N3 stay sold out into 2027.

4. $MU $1056 now. $1280 stock. Wed AMC print tests HBM and DRAM pricing power.

5. $MSFT $511 now. $620 stock. Azure AI consumption still outruns available capacity.

6. $GOOGL $343 now. $410 stock. Cloud backlog plus ads both fund the capex wave.

7. $META $721 now. $865 stock. AI targeting lifts ad price without a cloud arm.

8. $AMZN $246 now. $295 stock. AWS growth absorbs another year of AI buildout.

9. $PLTR $188 now. $226 stock. Commercial software demand keeps compounding after the print.

10. $ORCL $137 now. $165 stock. Prepaid AI cloud contracts keep filling the backlog.

Nobody building real wealth did it buying all-time highs.
They bought weeks like this one and forgot about it.

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[Nathan Cross @NathanCrossNC]

These 10 names can move first this week.

$GOOGL
Buy $330–$350
Target $430+

$MSFT
Buy $495–$520
Target $600+

$AAPL
Buy $330–$345
Target $400+

$AMZN
Buy $240–$255
Target $310+

$META
Buy $720–$760
Target $900+

$TSM
Buy $435–$455
Target $520+

$AVGO
Buy $330–$360
Target $430+

$ORCL
Buy $128–$142
Target $190+

$CRM
Buy $220–$240
Target $300+

$INTC
Buy $115–$128
Target $160+

Heat is here. Catalysts land this week. Levels set. Don’t chase.

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Next alert dropping soon.

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(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

A week ago I gave you:

$VICR — $197.91 → $281.96 (+42.5%)

$TWST — $127.22 → $182.83 (+43.7%)

$MRNA — $143.97 → $198.88 (+38.1%)

$ALAB — $291.22 → $364.62 (+25.2%)

$GRAL — $76.23 → $126.89 (+66.4% )

$TEM — $57.72 → $85.01 (+47.3%)

$TXG — $59.95 → $85.71 (+43.0%)

$ARM — $245.80 → $310.32 (+30.8%)

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Next alert dropping soon.

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[Nathan Cross @NathanCrossNC]

This week, I gave you:
( Please look up the post yourself )

$VKTX — $28.99 → $35.56 (+22.7%)
$NUAI — $5.86 → $7.06 (+20.5%)
$CRDO — $175.89 → $210.97 (+19.9%)
$IONQ — $39.13 → $45.48 (+16.2%)
$RKLB — $64.57 → $73.95 (+14.5%)
$INTC — $108.60 → $123.00 (+13.3%)
$META — $665.75 → $751.66 (+12.9%)
$AMD — $559.82 → $630.63 (+12.6%)
$GRAB — $2.80 → $3.13 (+12.0%)
$BE — $265.63 → $288.70 (+8.7%)
$CRWV — $81.36 → $87.59 (+7.7%)
$MU — $1,015.80 → $1,082.28 (+6.5%)
$THO — $67.77 → $72.15 (+6.5%)
$NBIS — $223.54 → $237.33 (+6.2%)
$ASTS — $58.52 → $61.81 (+5.6%)
$GME — $22.64 → $23.39 (+3.3%)
$COST — $895.31 → $922.76 (+3.1%)
$MSTR — $153.92 → $158.61 (+3.0%)
$BB — $7.99 → $8.21 (+2.8%)
$TSLA — $364.27 → $372.11 (+2.2%)
$KBH — $47.12 → $48.01 (+1.9%)
$NVDA — $222.27 → $225.07 (+1.3%)
$SERV — $4.41 → $4.45 (+0.9%)
$AZO — $2,855.31 → $2,872.16 (+0.6%)
$HOOD — $119.82 → $119.40 (-0.4%)
$AVGO — $357.61 → $352.81 (-1.3%)
$SOFI — $16.96 → $16.58 (-2.2%)
$ZETA — $30.23 → $29.45 (-2.6%)
$DRI — $209.28 → $199.75 (-4.6%)
$IREN — $46.68 → $44.12 (-5.5%)
$ABVX — $105.04 → $91.06 (-13.3%)
$EOSE — $3.96 → $3.17 (-20.1%)

Did you catch it? Or miss another round?
Next alert dropping soon.

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(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

A week ago I gave you:

$VICR — $197.91 → $281.96 (+42.5%)
$TWST — $127.22 → $182.83 (+43.7%)

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[Nathan Cross @NathanCrossNC]

Miss these 10 and you’ll regret it.

$MU can 10X from here
$MRNA can 10X from here
$AMD can 10X from here
$ASTS can 10X from here
$RKLB can 10X from here
$SNDK can 10X from here
$CDNA can 10X from here
$HIMS can 10X from here
$DELL can 10X from here
$NBIS can 10X from here

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[Nathan Cross @NathanCrossNC]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

Bullish:
$MU
$NVDA
$AMD
$PLTR
$HOOD
$NBIS
$AEHR
$IONQ

Hold:
$TSLA
$RKLB
$HIMS
$IREN

Bearish:
$OKLO
$ASTS
$OPEN
$SOFI
$AAOI
$AVGO
$ONDS
$CIFR

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[Nathan Cross @NathanCrossNC]

Don’t get fooled by the chart.
These 10 stocks look like trash right now, but the businesses are still moving higher:

$APP | AppLovin
$SOFI | SoFi
$MELI | MercadoLibre
$OKLO | Oklo
$UBER | Uber
$GRAB | Grab
$PL | Planet Labs
$ONDS | Ondas
$NFLX | Netflix
$KTOS | Kratos

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[Nathan Cross @NathanCrossNC]

Stop watching the index.
Add these names to your watchlist.

Value / already printing:
$MSFT
$META
$COST
$DELL
$INTC
$AKAM
$VICR

Upside :
$AKAM
$ON
$AMKR
... ...

Watchlist first.
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(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

Peter Lynch compounded about 29% a year for 13 years. One filter did most of the work: PEG.
PEG = P/E divided by growth. Under 1 means the growth is still on sale.

Here are 17 stocks under 1 right now:

1. $AKAM

An ~$11.6B, seven-year compute deal with Anthropic just hit. The tape popped; the multiple still treats Akamai like yesterday’s CDN. The contract already recoded it as an AI landlord.

[Nathan Cross @NathanCrossNC]

AI compute already locked into contracts by September 2026:

· $AKAM: 7-year $11.6B with Anthropic, plus $9B optionality
· $AMZN: up to ~5GW with Anthropic
· $GOOG: ~5GW with Anthropic/Broadcom from 2027
· $MSFT + $NVDA: ~$30B Azure capacity tied to Anthropic

If you think cheaper models mean fewer chips and less cloud, you are too naive.

Tokens got cheaper. Capacity did not. Cheaper inference means more calls. More calls mean CPU, GPU, optics and power get contracted earlier. Akamai did not even raise 2026 revenue guidance — the deal starts contributing in 2H27 — and the tape still repriced “signed demand” overnight.

That is not bearish. That is the market catching up to contracted load.

Stop asking what rips tomorrow. Ask who already sold the next five years of compute.

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[Nathan Cross @NathanCrossNC]

1 year ago $MU $165 → +545% → $1,075

Now
Same setup. Same logic.

8 stocks still trading at “early $MU” prices:

1/8) $SMCI $42 → AI server systems → PT $85

[Nathan Cross @NathanCrossNC]

Don’t scroll past this. The people who miss this list will probably regret it by year-end:

$MU (Micron) → $1560 Strong Buy
$NVDA (NVIDIA) → $350 Must buy
$AVGO (Broadcom) → $520 Strong Buy
$NBIS (Nebius) → $399 Strong Buy
$PLTR (Palantir) → $250 Must buy
$ORCL (Oracle) → $238 Strong Buy
$AMAT (Applied Materials) → $640 Strong Buy
$MSFT (Microsoft) → $570 Must buy
$META (Meta) → $800 Must buy
$ADBE (Adobe) → $280 Strong Buy

This is not a “just watch” list.
Bookmark it. Turn on alerts. Don’t sit out the next earnings window.

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[Nathan Cross @NathanCrossNC]

Don’t scroll. Screenshot this board.

$HOOD is a $180 stock trading at $120
$SOFI is a $50 stock trading at $17
$CRWV is a $250 stock trading at $90
$IREN is a $120 stock trading at $46
$RKLB is a $150 stock trading at $73
$ASTS is a $160 stock trading at $61
$OKLO is a $140 stock trading at $38
$NBIS is a $250 stock trading at $243
$APP is a $700 stock trading at $312
$ORCL is a $280 stock trading at $140

Save this and come back in 12 months.
Not every name prints. The ones with real upside are probably on this board.

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[Nathan Cross @NathanCrossNC]

The CEO of $META just told you the easiest way to get RICH.
Buy the companies supplying Meta’s AI bottlenecks.

These 5 names can 10x from here:

1/5. $NBIS (Nebius)

[Nathan Cross @NathanCrossNC]

The market has a way of telling you what it wants to do next.

For some time, a pack of stocks have been doing just that:
$AMD - New all-time high
$TWLO - New multi-year high
$PLTR - New high of 2026
$TEM - New high of 2026
$PANW - Near all-time highs
$INTC - New weekly high

Two weeks ago, nobody wanted them.
Now, everyone is pumped.

I still think there is plenty of room to expand here.
It always pays to be ahead of others. Your job is to have plenty of cushion by the time the crowd shows up.

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Next alert dropping soon.

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[Nathan Cross @NathanCrossNC]

Semiconductors are still going crazy! $AMD’s next stop is 700 — don’t get off the train yet.

$AMD primary target 690-700, trail stop higher
$SMH first target 781, breakdown watch 434
$NVDA still bullish, pullbacks are add-on points

Control size, don’t go all-in

1. NVIDIA $NVDA
The ascending triangle is still playing out, lean bullish. Another shake in the broader market isn’t a bad thing — a lower wave would actually give a better add-on zone. Overall direction unchanged.

2. AMD $AMD
New highs already broken, primary target first look at 690, a push toward 700 is not a dream. Trail the stop higher. Watch the bearish divergence (price new high, RSI not). Hold for now, don’t chase.

3. TSMC $TSM
Making new highs but the rhythm is half a beat slower, upside strength is clearly fading, divergence already showing. This looks more like the second half than the start of a major impulse.

4. Broadcom $AVGO
The weakest name in the group. Treat the direction as still able to go higher for now, but the low is critical. Already down 40% from the high, there is still upside energy after this; if the pullback isn’t over, it may need another smash lower.

5. Semiconductor ETF $SMH
First treat it as able to keep rising and make new all-time highs, first target 781. If it’s a false breakout and the structure breaks, 434 is the key defense level below.

Main scenario: keep pushing higher. Backup plan: prepare for another smash. Don’t go all-in on position size.

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[Nathan Cross @NathanCrossNC]

Breaking update: Leopold Aschenbrenner’s complete holdings + newly added call options

Top tier:
• SanDisk $SNDK [Long, 28.1%] now $1,754
• Micron $MU [Long, 27.6%] now $1,081

Second tier:
• Bloom Energy $BE [Long, 9.4%] now $267
• Taiwan Semiconductor $TSM [Long, 6.3%] now $451
• Nebius $NBIS [Long, 6.1%] now $241

Third tier (~2-4% each):
• CoreWeave $CRWV [Long] now $90
• Core Scientific $CORZ [Long] now $18
• STMicroelectronics $STM [Long] now $52
• Applied Digital $APLD [Long] now $38
• Riot Platforms $RIOT [Long] now $17
• SharonAI Holdings $SHAZ [Long]
• IREN $IREN [Long] now $46

Moonshot tier (~0-0.9% each):
• CleanSpark $CLSK [Long]
• Keel Infrastructure $KEEL [Long]
• Solaris Energy Infrastructure $SEI [Long]
• WhiteFiber $WYFI [Long]
• Bitdeer Technologies $BTDR [Long]
• T1 Energy $TE [Long]
• Hive Digital Technologies $HIVE [Long]
• Babcock & Wilcox $BW [Long]
• ProPetro Holding $PUMP [Long]
• Vishay Intertechnology $VSH [Long]
• Cerebras Systems $CBRS [Long]

New options bets (Sep 10-11, ~$315M in premiums):
• AMD $AMD [Call] now $629
• Bloom Energy $BE [Call]
• CoreWeave $CRWV [Call]
• SK Hynix [Call]
• SanDisk $SNDK [Call]
• Intel $INTC [Call] now $127
• Roundhill Memory ETF $DRAM [Call]

Private companies:
• Anthropic ~$5B
• Fluidstack $830M
• Source Foundry $500M
• MatX $500M
• Physical Intelligence $1B

Full exits:
• Nvidia $NVDA [Put] - Covered entirely
• Oracle $ORCL [Put] - Covered entirely
• Broadcom $AVGO [Put] - Covered entirely
• AMD $AMD [Put] - Covered entirely
• Micron $MU [Put] - Covered entirely
• Taiwan Semiconductor $TSM [Put] - Covered entirely
• ASML $ASML [Put] - Covered entirely
• Intel $INTC [Put] - Covered entirely
• Corning $GLW [Put] - Covered entirely

Summary: Every semiconductor hedge is gone. He’s back with fresh call options on the same memory and compute names. Per Q2 2026 13F, private investment reports, and CNBC/FT on the new options activity.