Cecil Norman

Investor | Trend-follower.Spotting 10× disruptive stocks before the crowd.

[Cecil Norman @_tiagogob_]

My end of year price targets:

$NBIS : $500
$AAOI : $300
$TSLA : $50
$META : $800
$NOK : $30
$HOOD : $200

[tom @tgeissinger]

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.

[Nathan Cross @NathanCrossNC]

The next 10x will not come from $NVDA.

It will come from the layer everyone still ignores.

Layer 1: AI Power
$VST
$CEG
$LEU
Top pick:
$OKLO

Layer 2: Cooling
$VRT
$NVT
$MOD
Top pick:
$VRT

Layer 3: Interconnect
$CRDO
$ALAB
$LITE
Top pick:
$CRDO

Layer 4: Memory
$MU
$SNDK
$RMBS
Top pick:
$MU

Layer 5: AI Factories
$NBIS
$CRWV
$IREN
Top pick:
$NBIS

Save this map.
The winners are already on it.

Next alert dropping soon!

If you are not following us with notifications turned on, you might miss our next alerts.

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(Not financial advice — DYOR)

[Ethan Carte @933Athkar]

$AAOI is a 750$ stock by 2028.

And I’m not even joking.

[Ethan Carte @933Athkar]

These 7 INVESTMENTS combined make a fool proof portfolio.

1. $VOO - The S&P 500

2. $QQQ - Tech stocks

3. $SCHD - High Dividend growth stocks

4. $VNQ - Real estate investments

5. $VXUS - International exposure

6. $BND - Bond market

7. $GLD - GOLD

Maybe some Bitcoin

[Colt Harrison @FemmyYohana]

Stop watching oil prices!!

Trump just dropped a bomb: Data centers are about to become more important than oil, and AI will dwarf the internet by many times.

If you’re still not positioned in power + compute infrastructure, you’re going to regret it.

Focus on the real winners eating this boom:
$VRT $SMCI $NVDA $ANET $EQIX $DLR $BE $CEG

Not enough power. Not enough GPUs. Not enough cooling.
These are the real bottlenecks — and the biggest money-making opportunities.
Still sitting on the sidelines? You’re about to miss the next super cycle.

[Michael Henderson @Henderson014t]

These are the 7 top conviction setups for 2026 with immense implied upside:

1. $ASTS ~ AST SpaceMobile
2. $RKLB ~ Rocket Labs
3. $NOW ~ ServiceNow
4. $ONDS ~ Ondas Holdings
5. $IREN ~ Iren Limited
6. $IBIT ~ Ishares Bitcoin
7. $AMZN ~ Amazon

[Colt Harrison @FemmyYohana]

The fastest way to build wealth by 2027:
$AAPL (Apple) - Don't buy
$TSLA (Tesla) - Don't buy

$IREN (IREN) - Strong buy at $40
$ONDS (Ondas) - Strong buy at $7
$APP (AppLovin) - Strong buy at $300
$CIFR (Cipher) - Strong buy at $16
$NOK (Nokia) - Strong buy at $9
$TE (T1 Energy) - Strong buy at $3.21

$META (Meta) - Buy at $740
$HOOD(Robinhood) - Buy at $115
$AMZN (Amazon) - Buy at $242
$NVDA (Nvidia) - Buy at $225
$AVGO (Broadcom) - Buy at $352

In order to build true wealth, you need to be willing to buy when others are fearful.
Note: This is not financial advice.

[Ethan Carte @933Athkar]

ACT NOW!

Goldman just dropped the hammer:
$AMZN $META $GOOGL $MSFT $ORCL

AI infrastructure spend exploding over 50% to $1.2 TRILLION in 2027.

They need $300 BILLION in annual AI revenue just to break even —
and over a third of it will be debt-funded!

This is no longer a spending race.
This is a life-or-death monetization war.

Those who turn compute into real cash will rip higher.
Those who lag will get crushed by the debt first.

Still sitting on the sidelines? You’re already late.
The real move is happening RIGHT NOW.

Lock in on the names that can actually monetize. Move immediately!

[tom @tgeissinger]

Don’t scroll. Screenshot this board.

$HOOD is a $180 stock trading at $119
$SOFI is a $50 stock trading at $16
$CRWV is a $250 stock trading at $87
$IREN is a $120 stock trading at $44
$RKLB is a $150 stock trading at $74
$ASTS is a $160 stock trading at $61
$OKLO is a $140 stock trading at $38
$NBIS is a $250 stock trading at $238
$APP is a $700 stock trading at $312
$ORCL is a $280 stock trading at $138

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]

Estimated 5-year sales growth:

Nebius $NBIS: +9,673%
IREN $IREN: +4,814%
SpaceX (private): +2,152%
CoreWeave $CRWV: +1,455%
Cipher $CIFR: +1,191%
Nvidia $NVDA: +978%
Palantir $PLTR: +747%
Micron $MU: +735%
Applied Digital $APLD: +721%
Broadcom $AVGO: +572%
AMD $AMD: +531%
SK Hynix $000660: +514%
Arm Holdings $ARM: +446%
Rocket Lab $RKLB: +379%
Oracle $ORCL: +275%
Reddit $RDDT: +260%
Snowflake $SNOW: +239%
Cloudflare $NET: +234%
Taiwan Semi $TSM: +211%
Arista Networks $ANET: +206%
Shopify $SHOP: +201%
AppLovin $APP: +190%
Datadog $DDOG: +173%
Vertiv $VRT: +169%
DoorDash $DASH: +156%
ServiceNow $NOW: +138%
MongoDB $MDB: +127%
Tesla $TSLA: +116%
Eli Lilly $LLY: +104%
Robinhood $HOOD: +102%

(avg analyst revenue estimates)

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(Not financial advice — DYOR)

[James Caldwell @jamescal2026]

Power is the real ceiling for AI.

Latest data shows the U.S. data center power shortfall could hit 30-40GW by 2028 — that’s multiple New

York Cities worth of electricity. No power = no compute, no matter how good the chips are.

The next wave of real money isn’t in the GPUs themselves. It’s in whoever can deliver power to the rack the fastest:

• Nuclear & SMRs accelerating: $SMR, $OKLO, $NNE

• Fast on-site generation & fuel cells: $BE, $FCEL

• Liquid cooling & high-density power delivery: $VRT, $ETN, $NVT

• Storage & peak shaving: $TSLA, $FLNC, $EOSE

• Powered Bitcoin-to-AI sites: $IREN, $CIFR, $WULF, $CORZ

The grid is too slow. Whoever solves “Time-to-Power” wins the excess returns.

This isn’t a theme trade. It’s a hard physical constraint. Still waiting?

[Colt Harrison @FemmyYohana]

I'll only say it once. This might be the fastest way to hit $1 million by the end of 2026:

$MSFT at $510 is a buy
$PLTR at $185 is a buy
$RKLB at $74 is a buy
$HOOD at $115 is a buy
$ZETA at $29 is a buy
$AMD at $630 is a buy
$NOW at $133 is a buy
$SPCX at $145 is a buy
$ADBE at $232 is a buy
$MSTR at $155 is a buy
$NBIS at $230 is a buy

All of these have not been following the US market
In different cycles and are not in parabolic moves right now
This portfolio will protect you this year

[Ethan Carte @933Athkar]

8 Earnings Stocks I’m Watching Closely Next Week

$MU
Buy: $990–$1,050
Target: $1,350+

$IREN
Buy: $38–$43
Target: $75+

$NVDA
Buy: $210–$225
Target: $280+

$AZO
Buy: $2,690–$2,870
Target: $4,200+

$DRI
Buy: $175–$192
Target: $230+

$KBH
Buy: $38–$48
Target: $88+

$ASTS
Buy: $52–$60
Target: $95+

$AVGO
Buy: $340–$350
Target: $430+

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

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(Not financial advice — DYOR)

[James Caldwell @jamescal2026]

Stocks Near 52-Week Lows — after this week’s prints:

Costco $COST - $920

Fair Isaac $FICO - $860

Northrop Grumman $NOC - $510

American Express $AXP - $310

AppLovin $APP - $310

Home Depot $HD - $290

Intuit $INTU - $275

L3Harris $LHX - $240

McDonald’s $MCD - $235

IBM $IBM - $225

Honeywell $HON - $210

Waste Management $WM - $205

Lowe’s $LOW - $190

American Tower $AMT - $170

Booking $BKNG - $165

T-Mobile $TMUS - $165

Hershey $HSY - $165

Procter & Gamble $PG - $145

Oracle $ORCL - $140

Vistra $VST - $140

PepsiCo $PEP - $130

Walmart $WMT - $105

Lululemon $LULU - $100

Netflix $NFLX - $71

Uber $UBER - $69

Realty Income $O - $55

Nike $NKE - $35

SoFi $SOFI - $16

The Trade Desk $TTD - $12

Buying any?

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(N FA/DYOR)

[Cecil Norman @_tiagogob_]

Which Stock Will be WORTH MORE by the End of 2026?

1) Micron $MU
2) Sandisk $SNDK
3) AMD $AMD
4) TSMC $TSM
5) SK Hynix $SKHY
6) SpaceX $SPCX
7) Google $GOOG

[Cecil Norman @_tiagogob_]

Space:
$ASTS
$RKLB

Neoclouds:
$NBIS
$CRWV

Optics:
$AAOI
$SIVE

[Cecil Norman @_tiagogob_]

Buy levels you need to be watching now:

$CRWV $78-$85
$ORCL $131-$137
$NBIS $195-$215
$CRDO $177-$189
$AAOI $85-$97
$PLTR $177-$186
$NOW $120-$135
$RKLB $58-$66

If these levels get hit, I will definitely go shopping.

[Cecil Norman @_tiagogob_]

@933Athkar stocks

[Cecil Norman @_tiagogob_]

@jamescal2026 Stocks