Markoz

#La paciencia es amarga, pero sus frutos son dulces.

[Markoz @ZenTrader33]

@itsmichaelluu Oklo??

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

[Markoz @ZenTrader33]

@itsmichaelluu @SuperLuckeee $laes?

[Michael | Hypermarkets @itsmichaelluu]

Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.

Here's 12 stocks under $20 that can easily 10x-20x:

1. $TE — T1 Energy
Aschenbrenner's AI infrastructure bet. Revenue beat by 61%.

2. $POET — POET Technologies
AI photonics optical interposer. Next-gen data center chip architecture.

3. $KEEL — Keel Infrastructure
Ex-Bitcoin miners pivoting hard to AI compute demand.

4. $CLSK — CleanSpark
Verified Aschenbrenner long. Bitcoin miner scaling into AI HPC.

5. $ONDS — Ondas Holdings
Building wireless connectivity for autonomous defense drones. (Trump call)

6. $CIFR — Cipher Mining
Power + data center assets perfectly positioned for AI workloads.

7. $WULF — TeraWulf
Nuclear-powered data centers. Cleanest energy costs in AI compute.

8. $HIVE — HIVE Digital
Revenue up 219% YoY. Pivoting from crypto mining to AI HPC.

9. $SATL — Satellogic
Sub-$10 satellite imaging play. Defense + geospatial AI data boom.

10. $NOK — Nokia
Nvidia invested $1B. AI-RAN + T-Mobile deal. Up 140% YTD still cheap.

11. $BTDR — Bitdeer
Self-mining + AI cloud. Building proprietary ASIC chips in-house.

12. $LAES — SEALSQ
Post-quantum cryptography chips. Every connected device needs this.

Remember, you're getting 1 more chance to add dips again to hold. HOLDING is the best way to make money in this market not scalping.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite stock to buy under $10 (and its strong too)

[Markoz @ZenTrader33]

@itsmichaelluu @SuperLuckeee I like puts sep

[Michael | Hypermarkets @itsmichaelluu]

Everyone is bullish right now. I'm not after June 15:

1. Large IPOs like $SPCX will trigger sell off.

$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — highest liquidity name dumped first during capital reallocation
$AMZN — mega cap growth sold to raise new IPO subscription capital
$DRAM — small ETF sees outflows as risk appetite shifts to IPOs
$SNDK — mid-cap storage name dropped as investors chase new listings

2. Kevin Warsh hawkish FOMC on June 17

$TSLA — high duration growth stock crushed by rising rate expectations
$IONQ — unprofitable quantum play reprices hard when discount rates rise
$RKLB — speculative space name hit hardest in risk-off rate environments
$BE — clean energy loses subsidy narrative appeal under hawkish Fed
$ASTS — pre-revenue satellite stock hammered when cost of capital rises

3. $MU $ORCL earnings is the peak of market

$MU — peak earnings historically precede 30-40% semiconductor drawdowns
$AMD — forward guidance cuts ripple across entire chip supply chain
$MRVL — data center demand narrative breaks on weak MU commentary
$NVDA — cycle top confirmed when memory peers signal inventory glut
$AAOI — optical interconnect demand collapses when AI capex narrative cracks

4. Midterm elections create market uncertainty

$NOW — enterprise SaaS multiples compress under policy and rate uncertainty
$VRT — data center infrastructure spending stalls on fiscal policy ambiguity
$LITE — optical component orders slow as capex decisions get delayed
$NBIS — small cap AI infrastructure name hit hardest by risk-off selling
$IREN — crypto mining equity crushed by regulatory uncertainty in midterms
$KEEL — low liquidity name sees outsized drawdown during election volatility
$TE — industrial connector demand weakens on macro uncertainty and delays

♻️ RESHARE this post and write 1 comment, I'll explain what the best $SPY put to take is.

[Michael | Hypermarkets @itsmichaelluu]

1 year ago, $BE was under $20. It's up 1600% at $315.

Massive demand for electricity to build AI data centers is why $BE exploded.

Right now, 3 stocks have exact set-up as $BE:

1. $TE ~$8.72 | PT: $80–$100 (1 year from now.)

G2_Austin 2.1 GW solar fab goes live Q4 2026. 45X tax credit monetization + EBITDA inflection to $375–450M in 2027.

Customers: Treaty Oak Clean Energy, US financial institution, Nordic data center

2. $POET ~$14.59 | PT: $120+ (1 year from now.)

Malaysia plant ramping 30,000+ Infinity optical engines in 2026. Lumilens supply deal accelerates hyperscaler adoption.

Customers: Lite-On, Lessengers, ZKTel, Lumilens targeting $MRVL's ecosystem

3. $KEEL ~$4.21 | PT: $50–60 (2 year from now.)

2+ GW of secured AI capacity. First HPC colocation lease at Panther Creek, Sharon & Moses Lake triggers re-rating.

Customers: Govt contracts portfolio. $520M cash + BTC on balance sheet funds the runway

Remember, Leopold Aschenbrenner has bought $TE, $KEEL and $CLSK this quarter. He is the next Warren Buffet.

♻️ RESHARE this post and write 1 comment. I'll DM you the exact play for $TE to right now.

[Markoz @ZenTrader33]

@PharmD_KS https://t.co/IT8N9LB856

[PharmD_KS @PharmD_KS]

“She’s a 10, but she’s going to forget all about this and deeply regret it”

[Options selling with Christian @optionscjp]

earlier, I sold 5x $NOK $14p (0dte) today and collected $335 for those contracts.

If $NOK closes green today, I will give someone who likes this post half of that premium ($167.5)

If $NOK closes below $14 today, I am on the hook for 500 shares @$13.33

[Markoz @ZenTrader33]

@mega_ukulele Bro, do you think we're going to back down on this, and what would your goal be?

[Markoz @ZenTrader33]

@MrImranPk Of course

[Markoz @ZenTrader33]

@ParadisLabs $aspi & $nne

[Markoz @ZenTrader33]

@TradingWarz Me

[Chad Betamillion @TicTocTick]

Intel stock has cleared 80 dollar folks . We gave at 20.

To celebrate, I have made sub free for anyone who first shares this and then joins in next few hours. Link in bio.

Contact my intern Sam to redeem.

[Markoz @ZenTrader33]

@StockSavvyShay @VanquishTrader $onds, $ktos

[Markoz @ZenTrader33]

@StockSavvyShay @aleabitoreddit What is the top 1

[Markoz @ZenTrader33]

@SuperLuckeee XPEV?

[Markoz @ZenTrader33]

@Oculustrade SPY

[Markoz @ZenTrader33]

@ShortSeller $WMT?

[Markoz @ZenTrader33]

@ShortSeller $RR?