Caleb Farwig

Wouldn't you like to know

[FuturesVet @StockXSoldier]

Wealth Unlocked by 2035.

My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:

1. $MRVL — AI optical interconnect & custom XPU leader. HSBC $300 target (250%+ upside), optical strength "undervalued."

2. $OKLO — Sam Altman-backed nuclear microreactors, 1.2GW Meta deal + Aurora PDC approved by NRC. 10 Buys vs 6 Holds, avg $90 target.

3. $ASTS — FCC authorized 248 satellites, AT&T/Verizon/Vodafone locked in. SpaceX IPO halo lifting the sector ahead of June 12 listing.

4. $NOK — Morgan Stanley's top AI pick. Optical/IP guidance raised to 18–20% from 10–12%. €14/$16.50 target. Low-base opportunity.

5. $BE — "Biggest outperformer in tech" says top analyst Beth Kindig (+217% YTD). Q1 rev +130%, RBC $335 target. Solving AI's time-to-power crisis.

6. $DDOG — Agentic AI monitoring leader. 32 analyst upgrades in May + Q1 beat. Revenue guide raised to $4.32B at midpoint (+25% YoY).

7. $CIEN — Nvidia Huang just endorsed optical. Q2 earnings June 4: est +248% EPS, +34% rev. B.Riley raised target to $531, 52-wk highs in session.

8. $AAOI — Optical transceivers for AI clusters. 441% YTD, Rosenblatt $220 target, $324M AI backlog. The "micro-cap" optical play that scaled.

9. $ZS — Zero-trust security leader trading down 50% from highs. May 26 earnings catalyst. Jefferies' top 2026 cybersecurity pick.

10. $SNOW — Data cloud for enterprise AI. Q1 rev +33% to $1.39B, beat by $70M. Guide raised, product rev growth accelerated to 34% from 30% QoQ.

Innovation is rarely a straight line. But these tracks look built to last.

If you had to drop one and double down on another, which would it be?

[Caleb Farwig @_djkarat_]

@smg857 These targets are aggressive but with BTC running, I can see it.

[Tyler Brooks @PaulKeitzke]

These 10 companies will make millionaires by 2030:
1. $PLTR

Palantir Technologies

2. $NVDA

NVIDIA

3. $ARM

Arm Holdings

4. $TSLA

Tesla

5. $CRSP

CRISPR Therapeutics

6. $RKLB

Rocket Lab USA

7. $ASTS

AST SpaceMobile

8. $SOUN

SoundHound AI

9. $HIMS

Hims & Hers Health

10. $APP

AppLovin

[Caleb Farwig @_djkarat_]

@PaulKeitzke Added $SOUN and $HIMS this week. AI + Healthcare = money printer. See you all at the yacht club in 2030

[Ethan Alexander Brooks @tkspears2]

This bull market won’t last forever.
Seize it while it’s still running hot.
Trillion-dollar revolutions are unfolding right in front of us: AI, semiconductors, photonics, space, data centers, next-gen energy, robotics, nuclear, drones, and quantum computing.
The pace and scale of this transformation are unprecedented — and so is the wealth that will be created.
Right now, this market is handing out life-changing opportunities to those who act decisively.
Stay focused on the true leaders in these sectors. Be aggressive where the edge is clearest, but never reckless. Smart risk management is what separates the winners from the bagholders.
Moments like this are rare.
This is how fortunes are made.
Don’t let it pass you by.

[Caleb Farwig @_djkarat_]

@SamWeinles $MU $2000 target is crazy but I’m here for it. Thank you in advance

[Caleb Farwig @_djkarat_]

@nickfralin29 Adding $SOFI and $OPEN to the watchlist right now

[Caleb Farwig @_djkarat_]

@smg857 $IREN to $82 and $MARA to $20.50? I'm in.

[Bob's @rswancpa]

Weekly Recap: Reviewing Last Week's 2030 Millionaire Cheatsheet
Last week I dropped multiple versions of the 2030 Millionaire Cheatsheet focusing on AI, quantum, nuclear, space, grid/power, and semis. Quick one-week reality check: the core AI + infrastructure theme is validating solidly, though individual names continue to show clear divergence.
Strongest confirmations from last week’s lists (judgment holding up well):

$AVGO : Custom AI silicon backlog + 10% dividend + hyperscaler lock-in remains a standout thesis. The ASIC king narrative is alive and well.
$LRCX : 2nm lithography + record WFE spend for AI chips. Every major upgrade cycle keeps reinforcing this.
AI infrastructure names like $CRDO and $VRT: High-speed interconnect, liquid cooling, and power demand exploding exactly as outlined.

Names showing slower validation or needing patience (judgment partially tested):

$PTON : Turnaround metrics (revenue beat + profit swing + raised guidance) are real, but consumer demand recovery is taking longer than modeled.
$IONQ : Massive revenue growth and backlog are factual, yet commercial quantum timeline still requires more time and tolerance for volatility.
Smaller high-beta plays like $ASTS, $OKLO, $SMR: Catalysts (FCC, partnerships, policy support) are clear, but execution risk and beta remain higher than initially anticipated.

Biggest takeaway: The combination of massive backlog + dividend + customer lock-in (especially $AVGO) is proving powerful. Core AI compounders continue to separate from story stocks.
Adjustments I’m making:

Tighter position sizing on high-beta theme names (quantum, space, nuclear)
Stronger real-time tracking of policy, competition, and execution variables
Clearer separation between core AI compounders and higher-risk thematic bets

Investing is weekly “answer checking” with the market. Most people will chase 100 tickers by 2030 — the edge is staying focused on the few big themes and constantly refining the thesis.
What judgment in your own portfolio got validated or slapped the hardest lately? Drop it in the comments — I read every one.
NFA.

[Caleb Farwig @_djkarat_]

@smg857 Hot list! Reposted Comment done.

[Caleb Farwig @_djkarat_]

This list is straight fire 🔥
$NVDA, $LRCX, $CDNS, and $ZS are going into my long-term portfolio immediately. AI infrastructure + cybersecurity is the meta.

[Bob's @rswancpa]

Most people will chase 100 different stocks by 2030.

You just need these 10.

The 2030 millionaire cheatsheet:

$NVDA — $210 Must buy — Evercore just raised target 17% to $413, BofA to $350. Blackwell Ultra ramping, Q2 guide ~$91B. The AI brain.

$GNRC — $270 Must buy — Jefferies upgraded to Buy, $302 target. Generative backup gens for AI data centers. $600M non-binding LOI. The grid's insurance policy.

$NOK — $15 Must buy — Morgan Stanley raised to $16.5, says Nokia is "the biggest beneficiary of AI & cloud capex cycle". Optical & IP now growing 18-20%.

$LRCX — $300 Must buy — Morgan Stanley upgraded to Overweight, new target $331. Every AI chip needs 2nm lithography. Record WFE spend = Lam wins.

$ZS — $180 Must buy — B. Riley upgraded to Buy. Down 50% from highs. AI attack surface explodes → zero-trust gets repriced. Earnings May 26.

$ADI — $392 Must buy — Q2 rev +37% YoY to $3.62B, Non-GAAP EPS $3.09, raised Q3 guide. Analog chips power every AI server. Quiet 2x in 12 months.

$FIG — $22 Must buy — Q1 rev +46% to $333M, EPS $0.10 crushed $0.06 est. Net $ retention 139%, AI Design Agent beta out. Growth re-accelerated.

$PTON — $5.5 Must buy — Q3 rev $630.9M beat, swung to $26.4M profit. Raised full-year guide. Market finally digesting the turnaround.

$IBM — $252 Must buy — $1B from US gov's $2B quantum fund. Building first dedicated 300mm quantum foundry with its own $1B match. The quantum nationalist play.

$CDNS — $370 Must buy — Custom silicon design software. Every XPU needs Cadence. Hyperscaler AI chip boom = royalty stream. The enabler behind $AVGO's $73B backlog.

AI Chips | Data Center Backup | Optical Networking | Semi Equipment | Cybersecurity | Analog Semis | Design SaaS | Turnaround | Quantum | EDA Software

Which 2 are you loading up on for the next decade?

NFA

[Caleb Farwig @_djkarat_]

Top 3 for me: $LITE, $CRDO, $BE.
Everything else is secondary. These three solve the biggest AI infrastructure problems.

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$RGTI — $26 Must buy — Full-stack quantum computing leader with enterprise cloud deployments and accelerating government contracts

$QBTS — $28 Must buy — Quantum annealing systems already in commercial use, strong AI optimization and logistics deals

$LITE — $940 Must buy — Optical transceiver leader powering high-speed AI data center interconnects

$COHR — $375 Must buy — Laser and photonics powerhouse enabling next-gen optical networks and AI infrastructure

$AMKR — $65 Must buy — Advanced semiconductor packaging specialist critical for AI chip scaling

$CRDO — $216 Must buy — High-speed connectivity solutions essential for AI server fabrics and clusters

$SYM — $53 Must buy — AI-powered robotics and warehouse automation transforming supply chains for the AI economy

$PL — $42 Must buy — Daily Earth-observation satellite constellation feeding massive AI training datasets

$ACLS — $155 Must buy — Ion implantation equipment leader critical for every advanced semiconductor node

$BE — $300 Must buy — Solid oxide fuel cell technology delivering clean, always-on power for hyperscale data centers

AI Quantum | Space Data | Optical Infra | Photonics | Advanced Packaging | High-Speed Connectivity | AI Robotics | Satellite Observation | Semiconductor Equipment | Clean Power

Which 2-3 are you loading up on for the next decade? Drop your picks below 👇

NFA

[Caleb Farwig @_djkarat_]

@aray_bby @Pennyboycrypto True for now, but I hope AI can keep carrying once the Iran hopium completely dies. Not selling but definitely more cautious than before.

[Caleb Farwig @_djkarat_]

@KobeissiLetter Markets already priced this in. Oil dips today, then rips on any actual progress. Patience wins.

[Caleb Farwig @_djkarat_]

@rswancpa If the AI buildout continues at this pace, most of these names are going to crush it. Especially AVGO, VRT, and ASTS.

[Caleb Farwig @_djkarat_]

If even 4 of these actually hit those 2036 targets I’m retiring rich 😂
Stacking $ASTS and $IONQ for now.

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$IONQ — $62 Must buy — Trapped-ion quantum computing leader, scaling commercial systems with major enterprise & government contracts

$ASTS — $103 Must buy — Space-based cellular broadband pioneer, satellite constellation rapidly deploying for global coverage

$LITE — $958 Must buy — Optical transceiver and component kingpin powering high-speed AI data center interconnects

$COHR — $380 Must buy — Laser and photonics leader enabling next-generation optical networks and AI infrastructure

$AMKR — $65 Must buy — Advanced semiconductor packaging powerhouse, critical for AI chip scaling and CoWoS alternatives

$CRDO — $210 Must buy — High-speed connectivity solutions essential for AI server and data center fabric

$BE — $306 Must buy — Solid oxide fuel cell technology delivering clean, always-on power for hyperscale data centers

$SYM — $52 Must buy — AI-powered robotics and warehouse automation transforming logistics for the AI economy

$RKLB — $132 Must buy — Leading small satellite launch provider supporting space infrastructure and constellation growth

$ACLS — $155 Must buy — Ion implantation equipment leader critical for every advanced semiconductor manufacturing node

AI Quantum | Space Broadband | Optical Infra | Photonics | Advanced Packaging | High-Speed Connectivity | Clean Power | AI Automation | Satellite Launch | Semiconductor Equipment

Which 2-3 are you loading up on for the next decade? Drop your picks below 👇

NFA

[Caleb Farwig @_djkarat_]

Bro this list just made my heart race 😂🚀
Stacking $OKLO, $PL, and $MOD like there’s no tomorrow. AI needs POWER and these names are gonna deliver!!! Who else is balls deep???

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$RGTI — $20 Must buy — Full-stack quantum computing leader, enterprise cloud deployments + gov contracts accelerating

$QBTS — $23 Must buy — Quantum annealing systems already in production, real-world optimization deals with AI & logistics

$FN — $670 Must buy — Optical assembly kingpin powering AI data center high-speed interconnects

$MOD — $254 Must buy — Liquid cooling pioneer with multi-year hyperscaler order books exploding through 2028+

$NVT — $162 Must buy — Critical power management & cooling infrastructure for next-gen data centers

$CAMT — $158 Must buy — Semiconductor inspection equipment — every advanced AI chip packaging run needs it

$APLD — $46 Must buy — AI-native data center developer & operator with major hyperscaler hosting deals

$SMR — $11 Must buy — Small modular nuclear reactors purpose-built for always-on AI power demand

$OKLO — $64 Must buy — Advanced nuclear energy for data centers — the ultimate always-available power play

$PL — $41 Must buy — Daily Earth-observation satellite constellation feeding massive AI training datasets

AI Quantum | Satellite Data | Optical Infra | Data Center Cooling | Power Management | Semi Packaging | AI Data Centers | Nuclear Energy | Earth Observation

Which 2-3 are you loading up on for the next decade? Drop your picks below 👇

NFA

[Bob's @rswancpa]

Most people will chase 100 different stocks by 2030.
You just need these 10.
The 2030 millionaire cheatsheet:

$SNDK — Storage king, Citi just raised target 56% to $2,025, 80% margins + $6B buyback
$OKLO — Sam Altman-backed SMRs, 12.5B market cap, 21 analyst ratings, avg target $92
$OUST — Lidar sensor launch + Rev8 platform, Q1 rev $49M, Northland $38 target
$ENVX — Silicon battery pioneer, Q1 beat, Cantor $25 target, smart eyewear shipments
$LAC — Thacker Pass lithium construction accelerating, on track for late 2027 completion
$GEV — Power grid backbone, $21,500 cr backlog, 39 ratings avg $1,235 target
$PLTR — Defense AI OS, Q1 $1.63B rev, Citi $225 target, Rosenblatt $225
$NNE — Nano Nuclear, AI microreactor pivot, $1.4B valuation vs OKLO $12.5B
$XERS — Obesity drug's digital companion, 50% YTD gain, just hit 52-week high
$ZS — Zero-trust security leader, 24% gain in May, earnings due May 26

Hot Sector: Storage | Nuclear | Lidar | Battery | Lithium | Power Grid | Defense AI
Which 2 are you loading up on for the next decade?
NFA

[Elon Musk @elonmusk]

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.

We are in discussions with other companies to do the same.

Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

[Caleb Farwig @_djkarat_]

@Pennyboycrypto Respect the opportunistic entries. Fundamentals are strong but macro is still in control short-term. Sitting on cash waiting for a few of these levels to hit.