aimvalee

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, $NBIS blew up 10x from $20 → $270.

Recently, Leopold owns 6% stake in it.

These 6 stocks under $30 can easily 10x:

1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B contracted. Analyst target: $70

2. $WULF ~$27
Google-backed Fluidstack deal. 1GW+ capacity. Analyst target: $80

3. $CORZ ~$28
CoreWea's landlord. $3.3B raised. 12-year $10B deal. Analyst target: $60

4. $BTDR ~$13
170% revenue growth. Owns its own AI chips. Analyst target: $50

5. $KEEL ~$6
Leopold accumulating. First colo deal Q3 2026 expected. Analyst target: $18

6. $HIVE ~$4
$30M AI cloud contracts signed. Liquid-cooled GPU clusters. Analyst target: $16

$NBIS $CRWV $IREN are Neocloud companies with deals with $MSFT $NVDA $GOOG $AMZN. They are providing compute to everyone.

♻️ RESHARE this post and write 1 comment, the best under $10 to buy and hold.

[Justin Banks @RealJGBanks]

The next set of Multi Millionaires will have positions in every buildout of the future.

Those who listen to me and follow will be set for Life and RETIRE in the next 5-10 years.

Here are the top 3 stocks in every major sector for the next decade:

AI Compute
$NVDA $AMD $AVGO

Semiconductor Manufacturing
$TSM $ASML $AMAT

Networking & Connectivity
$MRVL $ANET $CRDO

Photonics
$LITE $GLW $AAOI

Memory
$MU $WDC $SNDK

AI Infrastructure
$IREN $VRT $NBIS

Next-Gen Power
$NVTS $BE $TE

Cloud & AI Software
$MSFT $PLTR $NOW

Nuclear Energy
$OKLO $SMR $NNE

Power & Electrification
$ETN $PWR $HUBB

Robotics & Automation
$TSLA $SYM $OUST

Defense & Drones
$AVAV $KTOS $OSS

Autonomous Flight
$ACHR $JOBY $EH

Space Economy
$RKLB $ASTS $LUNR

Satellite Connectivity
$IRDM $GSAT $ASTS

Quantum Computing
$IONQ $RGTI $QBTS

Position early and let time do the work.

[JUST KAWS @JUST_KAWS]

Which stock under $20 are you most bullish on right now?

[Dusty Bull @dusty_bull]

Great list but I would add:

$OUST - Robotics

$INFQ -Quantum

$CIFR -AI infrastructure

$SATL -Space

$TE - Energy

[BULL OF BRITAIN @BULLOFBRITAIN]

New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each.

> $HYLN - their product KARNO generator is an alternate option instead of fuel cells in data centers
(fuel cell expensive and bad life span, generator not.)

> $025560 Mirae Corp - post packaging chip inspection tools into CXMT / sk hynix
(the machines that test memory chips after they're packaged)

> $HLIT - 95% market share in virtualized cable modem termination systems
(the software running cable internet upgrades for most of the industry)

> $SMTC - high speed signal integrity platform for 800G, 1.6T and 3.2T transmitters
(the chips that move faster data inside AI clusters)

> $SEDG - solar inverter maker, pivoting into AI data center power hardware
(sun make energy for stuff)

> $AMPG - only US maker of a 5G tower antenna , NVIDIA just picked it as the hardware for AI on cell tower.
(the box on top of cell towers that beams signal to thousands of phones at once in cities and stadiums)

[ล้านกี่โมงงง 🔥💸 @Millionmine]

2 ช่องนี้คือ ข้อมูลระดับโหด ���หมาะกับทุนคนครับ

[ป้าวิส . @fhaarraariiii]

รวมไอเทมเมคอัพงานผิวที่ชอบใช้ของเราช่วงนี้ ใช้แต่ง everyday look เลย ให้ลุคเบาแต่ผิวสวยสุดๆ 🙌🏼

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, $ENLT spiked 600% from $15 to $90+

Right now, $NVDA CEO wants you to buy sustainable energy companies.

Here's 7 stocks under $10 that can 20x just like $BE:

1/ $PLUG ~$3.76 | Target: $30

Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely.

Customers: $AMZN, $WMT, $HD, $MSFT, $SO

Catalyst 1: Q1 gross margin improved 42pp YoY margin turnaround is real and accelerating

Catalyst 2: DOE hydrogen hub funding unlocking PLUG is a primary beneficiary of U.S. green hydrogen infrastructure buildout

Catalyst 3: Targeting positive EBITDAS by Q4 2026, which would mark a fundamental re-rating moment for the stock

2/ $FLNC ~$20.00 | Target: $65

Grid-scale battery storage that keeps renewable power stable and uninterrupted for 24/7 AI data center operations.

Customers: Two new hyperscaler MSAs signed ($GOOG $MSFT $AMZN $META could be?), BrightNight, Cordelio Power, LEAG (Europe)

Catalyst 1: Two new hyperscaler Master Supply Agreements signed in Q1 2026 expected to generate over $2B in revenue

Catalyst 2: Record $5.5B backlog with a $30B pipeline, up 30% since September 2025

Catalyst 3: Citi raised target to $26 and Canaccord raised to $28 post Q1 analyst conviction building fast

3/ $ARRY ~$10.00 | Target: $40

Solar tracking systems that maximize output at utility farms directly powering AI data center campuses nationwide.

Customers: NextEra Energy, Invenergy, AES, RWE Renewables, AWS energy partners

Catalyst 1: Record $2.4B orderbook in Q1 2026 IRA deadline rush driving near-term revenue surge

Catalyst 2: Hyperscalers signing 100-500MW solar PPAs directly every one requires ARRY trackers

Catalyst 3: APA Solar acquisition adds tracking software margin and new utility-scale contract channels

4/ $SHLS ~$10 | Target: $32-$35

Electrical balance-of-system components the invisible wiring and combiner systems every AI-powering solar plant depends on.

Customers: $NEE , RWE Renewables, Enel Green Power, $AES , Invenergy

Catalyst 1: Q1 2026 revenue +75% YoY to $140.6M with a record $758M backlog

Catalyst 2: New DC-coupled battery storage products open a second revenue stream alongside solar BoS

Catalyst 3: Goldman Sachs Buy rating with $11 target facility consolidation headwinds clear in H2 2026, margin recovery follows

5/ $EOSE ~$8 | Target: $24

Zinc-based long-duration batteries solve renewable intermittency providing the hours-long storage AI data centers need for truly uninterrupted clean power.

Customers: $DUK , $ED, U.S. Army Corps of Engineers, data center developers

Catalyst 1: Second production line coming online in 2026 doubles output capacity and drives gross margin positive

Catalyst 2: $220M+ in new orders in Q4 2025 with 20% pipeline growth data center sector is the primary driver

Catalyst 3: Domestic zinc supply chain means zero Chinese lithium dependency — a structural moat in the tariff war era

6/ $FCEL ~$21 | Target: $60

Modular fuel cells deliver on-site DC power with waste-heat capture for cooling purpose-built for the 24/7 uptime AI workloads require, no grid connection needed.

Customers: $XOM , $TM , $PFE , U.S. Navy, Department of Defense

Catalyst 1: 1.5 GW+ in active AI data center proposals even partial conversion is transformational at this market cap

Catalyst 2: Q1 2026 revenue +61% YoY as the bring-your-own-power trend accelerates across hyperscalers

Catalyst 3: ExxonMobil carbon capture JV commercialization validates the technology at industrial scale by late 2026

7/ $AQN ~$8 | Target: $24-$30

Regulated wind, solar, hydro and thermal utility the reliable baseload backbone AI data centers need most, trading at a deep discount to book value.

Customers: Regulated U.S. ratepayers, Midwestern utilities, Canadian provincial utilities, long-term PPA counterparties

Catalyst 1: Strategic asset sales and restructuring completion of the review in H1 2026 unlocks significant shareholder value

Catalyst 2: Pending U.S. rate case approvals across multiple jurisdictions directly lift regulated earnings

Catalyst 3: Fed rate cuts are a free catalyst every 25bps cut meaningfully re-rates this stock higher

Recently, Jensen Huang in an interview said $NVDA under invested in sustainable energy. I still like $BEP $ENLT $PLUG and possibly $ENPH. $ENLT can keep going towards $200 then $400+ I'd say.

♻️RESHARE this post and make 1 comment and I'll DM you my $SPY chart for this week right now.

[Hyper Shark! @HyperSharkk]

ทำไมผมถึงคิดว่า CPO มันจะเป็น supercycle?

1. IEA บอกว่า data center จะกินไฟเพิ่มเป็น 2 เท่าภายในปี 2030 ถ้า AI ยังโตต่อโดยที่เรายังใช้การส่งข้อมูลแบบเดิม (copper) เดี๋ยวค่าไฟจะแพงกว่าค่า GPU แน่นอน

2. CPO ประหยัดไฟได้โหดมาก
-> CPO จะช่วยลดการใช้พลังงานลงได้มากกว่า 3 เท่า และยังมีแผนจะลดต่อไปอีก แค่เปลี่ยนวิธีส่งข้อมูล ไม่ต้อ��แตะ GPU เลย

3. ทุก big tech ตอนนี้พร้อมใจกันดัน CPO พร้อมกัน
-> $NVDA เปิดตัว switch ใหม่ที่ใช้ CPO
-> ส่วน $AMZN, $MSFT, $GOOGL และ $META ก็กำลังจะ deploy ในปี 2026-2027
-> ตอนนี้คือใครทำกูทำด้วย แล้วทุกคนก็ลงมาทำมาเล่นกัน ซึ่งน่ากลัวมาก (ใน���ง่ดีนะ)

4. ตัวเลข TAM โคตรบ้า
-> Goldman Sachs ปรับตัวเลขตลาด optical networking ขึ้นไปที่ $154B โดย CPO คิดเป็นเกือบ 60% ของทั้งหมด
-> ยังไม่พอ IDTechEx ยังคาดอีกว่าตลาด CPO จะโตถึง $20B+ ภายในปี 2036 ที่ growth rate ~37% ต่อปี

5. ยังอยู่ช่วงแรกของ S-curve
-> ตอนนี้ CPO มี market share ใน AI data center ไม่ถึง 1% แต่คาดว่าจะโดดไปที่ 35%+ ภายในปี 2030
-> นอกตลาดคือยังไม่มีใครใช้จริงๆ (หรือบางทีเริ่มใช้) เลย แต่ทุกคนในตลาด Price in ไปก่อนแล้ว

6. ตอนนี้ไม่ใช่ว่า "อยากทำ" ���ต่คือ "ต้องทำ"
-> จากขนาด cluster ที่ $NVDA วางไว้ในอีก 2-3 ปีข้างหน้า สาย copper แบบเดิมมันรับไม่ไหวแล้วจริงๆ ไม่มีทางเลี่ยงได้เลย

[Nuttinx'sTrader @nuttinxtrader]

ตัวอย่าง Set Up ล่าเงินล้านครับ🤩
ซับซ้อน แม่นยำ ทุกอย่างเป็นเหตุเป็นผล
- QT (Quarterly Theory) ใช้หา Bias
- ICT ใช้อ่าน Narrative IRL > ERL และมองการเคลื่อนที่Lq
- SMC ใช้ระบุโครงสร้าง structure การเคลื่อนที่- และการ “identified IDM”
- MSNR ใช้รีดประสิทธิภาพ POI ให้ได้ RR สูงๆ

[Somτum_Lnwza007 @Somtum205849]

ให้ทายว่าหุ้นอะไร อยู่ในกลุ่มพลังงานนี้เเหละ EPS โครตพุ่ง กำไรโครตโต Beat ไตรมาสไปโครตไกล

[Justin Banks @RealJGBanks]

🚨COPPER IS BREAKING OUT

This metal is a forgotten bottleneck of AI.

NAMES THAT CAN RUN:

Copper Giants:
$FCX $SCCO $TECK

Copper Growth:
$HBM $ERO $LUNMF

Next-Gen Copper:
$IVPAF $NGEX $FILO

High Beta Copper:
$TGB $TRQ $CSCCF

Copper ETF:
$COPX

[Investing visuals @InvestingVisual]

A breakdown of the photonics value chain and best positioned business:

Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS

Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE

• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH

Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS

Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV

[กายภาพตัวอ้วน (chubbyphysio) @chubbyphysio]

ใครขาเบียด ขาไม่สวย ลองดูกันนะคะะ🦵🏻

[Equity investor @equitydd]

$POW AI Power ETF (Electrification Supercycle)

Top holdings
$POWL $PWR $VICR $GEV $NVT $ETN $BELFB $HUBB $CEG $MTZ $AEIS $APH $FLNC $SEDG $NXT $AMSC

$POW up 70% YTD vs. $QQQ up 16% YTD

[☁️ Kt is “กะเตื้อง” ☁️ 💕 ✨ @MyKtbelle]

หัวใจของการลดขา นอกจากสควอทแล้ว เวทแล้ว “ต้องคลายกล้ามเนื้อด้��ย” ไม่งั้นกล้ามจะเป็นก้อนๆ แล้วที่สำคัญกว่า ออกกำลังกาย ลดของเค็ม + กินน้ำให้ถึงทุกวัน จะลดการบวมน้ำ ขาจะลดแบบน่องเป็นเซ็น ต้นขาเป็นนิ้วได้เลย

เมื่อก่อนนี้เคยน่องใหญ่สุด 39 เซ็น ตอนนี้ 33 เซ็น
สะโพก เคยใหญ่สุด 39 นิ้ว ตอนนี้ 35.5 นิ้ว
แล้วสูง 158 ซม. 🤣🤣🤣🤣 ไม่ใช่ว่าอ้วนมากใดๆนะ แต่เป็นคน น้ำหนักลงขา รอบขาเท่ารอบเอวอ่ะ บ้าจริงง

ดีเทลเขียนในรูปขวามนะ พอดีลงในโพสไอจีไว้

[มิสหมวย ตอบ DM ช่วงเย็น @AoffyMyname]

kettlebell เปลี่ยนไซส์ได้จริง นี่เล่น 2 วัน/วีคเอง เช้าเดิน 5 km. เหวี่ยง ket เวลาน้อย+ไม่ได้กินดีทุกวัน ถึงไม่เปลี่ยนมากแต่ก็เห็นว่าต่าง กระชับขึ้นทั้งตัว ถ้าออกบ่อยคุม���าหารดีๆ คงลงเยอะกว่านี้

ไม่ยกหนัก เน้น reps กับทำวน 6 รอบ กับคุมอาหาร เล่นตาม🫶🏻ช่องคุณ Breeze.chita สนุกได้เหงื่อ คุณเค้าจะ mix ไปเรื่อยๆ

[Michael | Hypermarkets @itsmichaelluu]

1 year ago, SNDK was under $30, its up 5200% at $1560.

SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.

Right now, there's 7 companies under $30 exactly like SNDK:

1. $POET — $11.19 🎯 PT: $80
Optical interconnects that replace copper inside AI data centers.

Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem

Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026

2. $NOK — $12.82 🎯 PT: $15
5G + optical networking backbone for every hyperscaler buildout.

Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone

Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand

3. $EOSE — $8.70 🎯 PT: $30
American-made zinc batteries powering the grid AI data centers drain.

Customers: Utilities, IPPs, CAISO & ERCOT grid operators

Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027

4. $DGXX — $6.45 🎯 PT: $30
Building GPU data centers to rent compute directly to AI companies.

Customers: Cerebras Systems (AI chip maker)

Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion

5. $LWLG — $16.41 PT: $120
Electro-optic polymers that make AI fiber speeds physically possible.

Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3

Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026

6. FLNC — $24.50 🎯 PT: $28
Battery storage that keeps AI data centers powered without grid failure.

Customers: Two major hyperscalers (MSAs just signed), utilities globally

Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026

7. $PLAB — $49.50 🎯 PT: $55
Photomasks for every advanced AI chip no mask, no chip, period.

Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain

Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes

Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth.

♻️ RESHARE this post and share 1 comment, and I'll DM you my BUY ZONES for each of these.

[InvestmentGuru @InvestmentGuru_]

Space sector playbook -

Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational center of the space economy controlling 84% of U.S. launches, Starlink broadband, and Starship.

Satellites & Earth Observation
$PL — Daily global Earth imaging sold to AI, defense, climate, and agriculture clients.
$BKSY — Real-time satellite intelligence for governments and enterprises needing instant eyes on the ground.
$SATL — High-resolution imaging at commercial scale for government and enterprise clients.
$SPIR — Space-based data analytics for weather, maritime, and aviation tracking.
$MAXR — Satellite imagery and geospatial intelligence primarily serving U.S. defense and intelligence agencies.

Connectivity
$ASTS — Building the first space-based cellular broadband network connecting directly to standard phones.
$IRDM — Battle-tested global satellite network delivering stable, recurring revenue across L-band services.
$GSAT — Satellite connectivity benefiting from a strategic Apple partnership as its key commercial catalyst.
$SATS — Broadband and satellite services spanning consumer and enterprise via EchoStar’s network.
$VSAT — Global satellite broadband provider serving enterprise, government, and aviation verticals.

Space Infrastructure & Manufacturing
$RDW — Building manufacturing and research infrastructure directly in orbit.
$LUNR — NASA’s primary commercial partner for lunar missions and cislunar infrastructure.
$MNTS — Orbital transfer vehicles moving satellites to precise orbits post-launch via SpaceX rideshare.

Defense & Primes
$LMT — Defense prime with deep space, missile, and classified government program exposure.
$NOC — Space systems backbone for NASA and military programs including the B-21 and satellite payloads.
$LHX — Advanced space and defense communications systems for government and military operators.
$LDOS — $2B+ in NASA and Space Force IT contracts managing 50+ active space missions.
$BA — Defense and space prime with NASA launch contracts and satellite systems despite operational headwinds.

Deep Space / Tourism
$SPCE — Commercial space tourism pioneer targeting the ultra-high-end travel market.

Data / Wildcard
$SIDU — Small-cap high-risk satellite and mission services play for speculative exposure.

Other play
$FLY — Private aviation play with potential long-term overlap into advanced air mobility.
$VELO — DoD FORGE contract and SpaceX customer relationship as the core thesis.
$ONDS — Drone and defense infrastructure play expanding into space via World View acquisition.

ETF Option
$UFO and $NASA

Book mark for future, retweet for others 🙏

[Rand Group @randgroup]

The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually.

This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit.

🔴 Phase 1: Already Ran (2023 to 2025)

The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed.

- $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW
- Semiconductors, Memory & Storage,Photonics/Optics
- Foundation complete. Still growing but priced for it.

🟠 Phase 2: Peak Buildout (2025 to 2027)

The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved.

- $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE
- Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout.
- Nuclear SMRs are the sleeper.

🟡 Phase 3: The Positioning Window (2026 to 2028)

Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now.

- $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS
- Robotics/Autonomy, Space/Defense/Drones, Rare Earths
- This is where the asymmetric risk/reward lives.

🟢 Phase 4: Final Frontier (2028+)

The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle.

- $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ
- AI Software Dominance, AGI Infrastructure Decade long thesis.
- Accumulate on weakness.

💊 Key Takeaway

- Phase 2 is confirmed ($725B hyperscaler capex)
- Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear
- SMR are the 2026 to 2028 trades
- Most will rotate into these names 12 months too late

15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.