tae

[tae @amaanitae]

Heart and soul pretty just like my face .

[tae @amaanitae]

@The1ballerE $ARM at $354 is a 1,200% gain from its 2023 IPO price of $28. Even with AI tailwinds, at 178x forward P/E and 67x sales, any execution miss and this gets cut in half. Love the business, hate the price.

[tae @amaanitae]

@nickfralin29 Chasing that $1M by end of 2026. Following your lead!

[tae @amaanitae]

@PaulKeitzke Respect the conviction but 'millionaires by 2030' is wild. Even if they 10x, most people won’t put enough money in

[tae @amaanitae]

@tkspears2 Well said! Time to go hard on the real leaders. No more sitting on the sidelines

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$ALAB — $315 Must buy — AI connectivity chips leader delivering high-speed data movement for next-gen AI clusters

$CDNS — $375 Must buy — Electronic design automation powerhouse powering the design of advanced AI chips

$SNPS — $530 Must buy — Synopsys EDA leader enabling the entire semiconductor design ecosystem for AI

$MDB — $305 Must buy — Modern database platform with vector search powering the next wave of AI applications

$DDOG — $221 Must buy — Observability and monitoring kingpin keeping complex AI infrastructure running at scale

$SNOW — $175 Must buy — Data cloud platform that makes massive AI datasets accessible and actionable

$NOW — $95 Must buy — AI-powered enterprise workflow automation leader transforming business operations

$UPST — $30 Must buy — AI-driven lending platform disrupting traditional credit and finance models

$SOFI — $15 Must buy — Digital banking and AI-powered financial services leader targeting younger generations

$SOUN — $8 Must buy — Voice AI and conversational intelligence platform with major enterprise and auto deals

AI Connectivity | Chip Design EDA | Data Platforms | Observability | Enterprise AI Automation | Digital Banking | Voice AI

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

NFA

[tae @amaanitae]

@amymaew @Pennyboycrypto 🔥 Same here! $MU has been my absolute best performer this cycle.

[Penny @Pennyboycrypto]

$MU is about to hit $1 TRILLION market cap

Look at this insane chart.

25 years of being a nobody… then AI Memory Supercycle hits → now it’s knocking on the door of **ONE TRILLION DOLLARS**.

Most people still sleeping on it.

This isn’t hype.
This is HBM sold out through 2027 + exploding demand in real time.

Opportunist, not Maximalist.

$MU to $1T soon — you in or still doubting?

[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.

[tae @amaanitae]

@Sly_Dawg33 Between $DELL and $HPE, which one do you like more for the next 12 months? Both look strong but DELL seems to have more momentum.

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$ARM — $305 Must buy — AI chip architecture leader powering the entire ecosystem, every advanced AI chip starts here

$AMAT — $430 Must buy — Semiconductor equipment powerhouse enabling next-gen chip manufacturing at scale

$KLAC — $1,820 Must buy — Process control and inspection leader — every wafer in AI chips gets scrutinized by KLA

$SMCI — $35 Must buy — AI server hardware kingpin, hyperscalers ordering at record pace

$FIX — $1,780 Must buy — Data center & mission-critical construction specialist building the physical plants

$ETN — $385 Must buy — Electrical and power management leader powering the AI energy revolution

$PATH — $10.5 Must buy — AI-powered robotics and intelligent automation transforming operations at scale

$APP — $475 Must buy — AI advertising and app monetization machine with explosive growth

$CRSP — $50 Must buy — CRISPR gene-editing leader combining AI with breakthrough therapies

$POET — $14 Must buy — Optical interposer technology enabling ultra-high speed AI chip-to-chip connectivity

AI Chip Design | Semiconductor Equipment | Process Control | AI Servers | Data Center Buildout | Power Management | AI Automation | AI Advertising | Gene Editing | Optical Interconnects

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

NFA

[tae @amaanitae]

@seancuono These swings are huge. My risk tolerance says yes but my account says chill😂

[tae @amaanitae]

Saved this post. Planning to DCA into $LRCX, $ZS, and $CDNS over the next few months. Long-term only.

[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

[tae @amaanitae]

Bull run starting or trap? Enjoying it but not going full maximalist.

[Penny @Pennyboycrypto]

S&P 500 ripping higher — up almost 19% in just 7 weeks 🔥

Look at this chart. Violent rebound.

But here’s the real breakdown of what’s actually driving it:

1. Iran “Peace Deal” Hopium → Oil crashing + yields dropping
2. AI + Tech stocks still going strong ($NVDA, $MU, $AVGO etc.)
3. Capital rotating back into risk

Everyone wants to call this the start of a new bull run.

But let’s be honest — a huge chunk of this move is pure rumor-driven hopium.

The Iran deal isn’t signed. It’s all tweets and speculation.

I’m enjoying the ride… but staying cautious.

Opportunist, not Maximalist.

You think this rebound has legs or we get a sharp reversal when the hopium fades?

[tae @amaanitae]

@RealJGBanks Bro this is insane $124k in 5 days? I'm locking in right now. No more excuses."
"This is the kind of motivation I needed today. Appreciate you posting the proof man.

[tae @amaanitae]

Appreciate the detailed breakdown. This is actually helpful. $AVGO and $ASTS going straight on my watchlist.

[Bob's @rswancpa]

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

$AVGO — $210 Must buy — Custom AI silicon for Google, Meta, ByteDance. $73B AI backlog + 10% dividend. The ASIC king.

$IONQ — $64 Must buy — Record Q1 revenue $64.7M (+755% YoY). $470M RPO backlog up 554%. Quantum leader with DARPA contracts.

$ASTS — $76 Must buy — FCC authorized 248 satellites. Roth Capital just raised target to $108. AT&T + Vodafone locked in.

$SOUN — $12 Must buy — Nvidia GTC 2026 launch of edge Agentic AI voice. Northland Outperform, Wedbush Buy. Voice AI deployed everywhere.

$WOLF — $60 Must buy — New 3.3 kV SiC modules for AI data centers. Silicon carbide backbone of next-gen power. AI energy demand unlocking new leg.

$SMR — $13 Must buy — BofA resumed coverage with Neutral, $12 target. SMR mainstream pick with NRC-approved design. 58% median upside potential.

$BESS — $10 Must buy — ThinkEquity just initiated Buy with $10 target (188% upside). Grid-scale battery storage. AI data center backup surge.

$TXN — $215 Must buy — Analog chips power every AI server. Stable margins + 3% dividend. The quiet semiconductor giant no one talks about.

$VRT — $327 Must buy — AI data center liquid cooling king. Consensus price target $314 with highest at $500. Backlog above $15B.

$RDDT — $147 Must buy — Q1 rev $663M beat ($610M est). 126.8M DAUq (+17% YoY). Trading 35% below $225 analyst target avg. Data moat.

AI Custom Silicon | Quantum | Space 5G | Edge AI Voice | SiC Power | Nuclear SMR | Grid Storage | Analog Chips | AI Cooling | Social Data

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

NFA

[tae @amaanitae]

@Christo46444155 Decent list. Starting small on $ASTS and $IONQ. High risk but the upside is ridiculous if they pull it off.

[Wall Street Cowboy @2wayWatson]

$TSLA + SpaceX Merger Talk is Pure Chaos Right Now

Some clowns are screaming “6,000% gains incoming just like SolarCity!”
Others are calling it complete bullshit and desperate hopium.

Elon’s been teasing this for years. 40% chance on Kalshi? Market is losing its mind.

Wall Street Cowboy take:
I’m bullish as hell on Elon executing crazy shit… but 6000%? That’s pure delusion.

Short term: This rumor will pump $TSLA violently then rug.
Long term: If a real merger ever happens, it changes everything.

This is classic Elon theater — either genius or total madness.

[tae @amaanitae]

@Christo46444155 Adding $OKLO, $SMR, and $PL to the list.
Nuclear + Earth observation feels like the biggest asymmetric upside. Loading up.

[Penny @Pennyboycrypto]

Elon: “True” 🔥
Jensen: AI will drive world GDP to $300T–$500T+
May 2026 — My Top 8 AI Infrastructure Plays Right Now:

1. $MU — HBM leader (sold out through 2026-2027) → **Opportunistic entry: $683–$730**
2. $NVDA — The AI conductor → **Opportunistic entry: $205–$225**
3. $AVGO — Custom ASICs + networking → **Opportunistic entry: $380–$420**
4. $TSM — Foundry backbone → **Opportunistic entry: $360–$400**
5. $ASML — Lithography monopoly → **Opportunistic entry: $1,480–$1,540**
6. $ANET — High-speed networking essential → **Opportunistic entry: $135–$142**
7. $VST / $CEG — Power & energy plays (Jensen 1000x demand) → **Opportunistic entry: current weakness**
8. $CRWD — AI-native cybersecurity → **Opportunistic entry: $589–$635**

Opportunist, not Maximalist.
These are my opportunistic buy zones on weakness — not “buy at market”.
The real buildout for abundance is still early.

[tae @amaanitae]

@Christo46444155 Between $ASTS and $EOSE which one you like more?