Amy Borrelli

[Amy Borrelli @amymaew]

@nickfralin29 What's your average cost on these positions?

[Amy Borrelli @amymaew]

@Christo46444155 $CRM at $181 is hate-watching the tape. Q1 rev $11.13B beat, EPS $3.88 crushed $3.13 by 24%. Agentforce annualized run rate is ramping. The market has hated this stock for two years — that's exactly when you load.

[Amy Borrelli @amymaew]

@Pennyboycrypto SpaceX valuation is insane. Retail probably won’t get much allocation anyway. Better to buy the listed plays like $ASTS, $RKLB or even $LUNR. IPOs love to pump then dump, stay safe out there

[Amy Borrelli @amymaew]

@smg857 Another alert incoming? Notifications already on 😂

[Amy Borrelli @amymaew]

@nickfralin29 GPT value says it's 40% undervalued. Am I missing something?

[Amy Borrelli @amymaew]

@nickfralin29 Can I enter META now at $603-$608? Or should I wait a bit?

[Jason Luongo @JasonL_Capital]

The space economy is projected to nearly triple from $630B to $1.8 trillion by 2035.

Here are 10 companies building it across every layer of the value chain.

1. $RKLB - Rocket Lab

Revenue up 63% YoY with a $2.2B backlog. 31 new Electron launch bookings plus a $190M DoD hypersonic test contract. Neutron (medium-lift) is the next catalyst - and the biggest execution bet in the space.

[Amy Borrelli @amymaew]

@Pennyboycrypto Bought $MU back in 2022 and almost sold during the dip. Thank God I didn’t. This AI boom is the real deal. Trillion dollar club baby!

[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

[Amy Borrelli @amymaew]

Nice list! These 10 AI + semiconductor stocks look promising.
I especially like $KLAC and $AMAT — they make the equipment needed for advanced chips, which should benefit a lot from AI growth.
My thoughts:I'd add more $MPWR (power stuff) and $LSCC

[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?

[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?

[Amy Borrelli @amymaew]

@Pennyboycrypto Thank you for constantly banging the $MU drum Pennyboy.
Most slept on this entire cycle. My best performing position by far. Let’s hit that trillion 🔥
https://t.co/GMUfnx4Vvq

[Penny @Pennyboycrypto]

Remember a few days ago when I put $MU in the 2036 Watchlist and said it was one to watch?

Look at it now.

+13.16% today
Massive green candle
New highs

My observation? When the AI memory bottleneck (HBM) really kicks in, the companies that actually make the critical chips don’t just move — they explode. This is exactly why I keep highlighting these infrastructure plays.

No hype. Just the physical buildout getting paid in real time.

If you bought when I posted… congrats.
If you didn’t… be honest — you regretting it yet? 😂

[Amy Borrelli @amymaew]

$AVGO is carrying my entire portfolio right now. Best decision I made this year. The dividend + growth combo is unbeatable.

[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.

[Amy Borrelli @amymaew]

I'm going $ARM, $ETN, $CRSP. Chip IP for growth, power for resilience, gene editing for optionality. That's my core for 2036.

[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

[Amy Borrelli @amymaew]

Like it a lot. $NVDA is the obvious one, but $ZS (50% off highs) and $FIG (growth re-accelerating) look like the best value plays.

[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

[Amy Borrelli @amymaew]

@Pennyboycrypto Finally someone saying it out loud. This rally smells like pure speculation. Respect the honesty.

[Amy Borrelli @amymaew]

@StockSavvyShay This list is insane $NVDA to $196 and $TSLA $413? Loading up on these dips. Shay always dropping gems!

[Amy Borrelli @amymaew]

2030 me better be a millionaire because 2026 me is about to go broke buying this list 😂

[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

[Amy Borrelli @amymaew]

Really smart list. The emphasis on enabling tech (optics, power, connectivity) is spot on. $CRDO and $LITE stand out the most.

[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

[Wall Street Cowboy @2wayWatson]

🚀 $ASTS – The Space-Based Cellular Rocket is Launching 🔥

AST SpaceMobile is building the world’s first space-based cellular broadband network — direct-to-cell from orbit, no special phone needed.

Current Price: ~$89
Market Cap: ~$35 Billion

My observation:
While everyone obsesses over AI chips, $ASTS is quietly (and sometimes loudly) executing one of the most ambitious infrastructure plays on the planet. Partnerships with AT&T, Verizon, Vodafone + Nokia give them real distribution muscle.

Key Catalysts Ahead:
• 45–60 BlueBird satellites targeted by end of 2026
• Commercial service ramp in 2026-2027
• Massive addressable market: connecting billions in underserved areas
• High short interest + retail momentum = potential violent squeeze

This isn’t just another space story — it’s the “Starlink for regular phones” thesis.

My expectation: If they hit launch cadence and start generating real revenue, $150–$250+ by end of 2027 is very realistic in a successful scenario.

High risk, high reward. This is still early innings.