amaramawi

UA | 🇵🇸

[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?

[Ethan James Carter @smg857]

Next Leg Up Predictions

$RIOT
from $27.70 to $37.40 (+35.0%)

$CORZ
from $28.99 to $38.85 (+34.0%)

$CIFR
from $26.09 to $35.20 (+35.0%)

$HUT
from $129.55 to $171.00 (+32.0%)

$BTDR
from $19.32 to $25.90 (+34.0%)

$SOUN
from $8.21 to $11.08 (+35.0%)

$ARM
from $401.88 to $526.50 (+31.0%)

Bitcoin + AI data center boom incoming. Targets based on analyst upside + hash rate / HPC growth. Next alert dropping soon 🔥

Turn on notifications

[amaramawi @amaramawi1]

@nickfralin29 Taking notes — focusing on PL and ORCL.

[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

[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.

[Evan @StockMKTNewz]

Marvell $MRVL stock is up by 8% in after hours following its earnings

🟢🟢🟢🟢🟢🟢🟢🟢

[FuturesVet @StockXSoldier]

Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:

1. $KLAC — Semiconductor process control & diagnostics leader for advanced AI chips.
2. $AMAT — Wafer fab equipment giant enabling the next generation of semiconductors.
3. $LSCC — FPGA leader delivering flexible AI acceleration at the edge.
4. $PI — Power electronics specialist powering AI data center infrastructure.
5. $MPWR — High-performance analog power management for AI chips and systems.
6. $ON — Intelligent power semiconductors for AI, EVs, and industrial automation.
7. $HPE — Hybrid cloud + AI infrastructure solutions provider.
8. $NTAP — Intelligent data storage and infrastructure backbone for AI workloads.
9. $CFLT — Cloud-native data platform built for real-time AI applications.
10. $S — AI-powered security, compliance, and data protection platform.

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?

[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?

[amaramawi @amaramawi1]

@rswancpa Still bullish overall but $ASTS and $OKLO are reminding me why position sizing matters. Great post for keeping expectations in check.

[amaramawi @amaramawi1]

@seancuono $RKLB dropping to $90? Bold call. Most people are super bullish on it rn

[amaramawi @amaramawi1]

rswancpa really said 'here’s how to actually get rich' and dropped the receipts 😂
$NVDA carrying the market, $LRCX printing machines, $CDNS making sure the chips don’t suck.
I’m not saying I’m genius but… my portfolio is now 70% this list.

[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

[amaramawi @amaramawi1]

Spot on. This move has hopium written all over it.
Not FOMOing anymore. Taking some chips off the table.

[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?

[amaramawi @amaramawi1]

@StockSavvyShay Azure reaccelerating to 40% while the stock goes nowhere for 2 years? This is the kind of disconnect that creates 50%+ moves when the market finally wakes up.

[WallStreetVet @Sly_Dawg33]

I’ll only say this once.

This might be the fastest realistic way to build serious wealth by the end of 2026.

My updated AI & Frontier Tech Watchlist (Today’s Hot Stocks Edition):

$VRT — $326 Must Buy
$APP — $476 Must Buy
$UPST — $26 Must Buy
$ASTS — $102 Must Buy
$BILL — $36 Must Buy
$TOST — $22 Must Buy

Here’s why each one belongs here:

$VRT: Data center power, cooling & infrastructure leader. Hyperscalers can’t build AI clusters without it.

$APP: AI-powered advertising and gaming monetization machine. Crushing earnings and user growth.

$UPST: AI-driven lending platform disrupting traditional credit with superior risk models.

$ASTS: Space-based direct-to-cell satellite broadband. Massive TAM connecting the unconnected.

$BILL: AI-powered financial automation and spend management platform for businesses.

$TOST: Digital operating system for restaurants going fully AI-powered with strong SaaS economics.

No hype. No lottery tickets. Just real companies building the AI infrastructure, fintech, space, automation, and enterprise layers of the next decade.

They keep asking why I don’t charge for this.
Simple: I’ve made enough. Sharing conviction plays I actually believe in is my hobby now.

Save this post. Check back December 2026.

NFA

[amaramawi @amaramawi1]

AI Infrastructure focus: $AVGO, $VRT, $WOLF, $SMR. The rest are nice but these four feel essential.

[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

[FuturesVet @StockXSoldier]

Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:

1. $SMCI — AI server & liquid cooling infrastructure leader exploding with hyperscaler demand.
2. $DELL — Enterprise AI infrastructure and data center solutions powerhouse.
3. $WDC — High-performance storage backbone for massive AI training clusters.
4. $PSTG — Flash storage pure play powering next-gen AI workloads.
5. $NET — Edge computing & security network essential for global data centers.
6. $MDB — Modern database platform built for real-time AI applications.
7. $OKTA — Identity & access security leader for the AI-first workforce.
8. $HUBS — AI-powered CRM and marketing automation platform.
9. $APP — AI-optimized mobile advertising and app economy machine.
10. $CRSP — CRISPR gene-editing pioneer transforming medicine and biotech.

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?

[amaramawi @amaramawi1]

@Christo46444155 Top 3 for me: $ASTS, $LITE, $BE.
Space internet + optics + clean power = the holy trinity of future tech.

[amaramawi @amaramawi1]

@StockXSoldier Solid long-term plays. I’m already in $ANET, $EQIX, and $ISRG. Might add $CEG and $ARM on the next dip.

[amaramawi @amaramawi1]

@Pennyboycrypto The 8 names that actually matter in the AI infrastructure supercycle.
Not selling any core positions — just adding at these opportunistic levels. The next 5-10 years are going to be massive.

[amaramawi @amaramawi1]

@Pennyboycrypto @elonmusk Using AI to analyze earnings calls and build models. Best tool I’ve added in years. What about you?