Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.
2. $BE ~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.
3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.
4. $NVDA ~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.
5. $QCOM ~$204 | Buy zone: $180–$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.
6. $ORCL ~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.
7. $INTC ~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.
8. $GOOG ~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.
9. $MSFT ~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.
10. $META ~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.
11. $AAOI ~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.
12. $LITE ~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.
13. $PLTR ~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.
14. $MRVL ~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.
15. $AMD ~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.
16. $IREN ~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.
17. $NBIS ~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.
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Your money. Your job. Your retirement account.
They all just got affected by what happened on a runway in Beijing this morning.
Trump stepped off Air Force One in China — with Elon Musk walking right behind him.
300 students waving American and Chinese flags. Gifts presented on the tarmac. A red-carpet arrival ceremony.
This is the FIRST presidential visit to China in nearly 10 years — the last time was Trump himself, in 2017.
Here's why this hits YOUR wallet directly:
→ The US and China are the two largest economies on Earth
→ Every tariff, every trade barrier between them flows through to your grocery bill, your mortgage rate, your 401k
→ A warm Beijing welcome after years of trade war is not a photo op — it's a signal to every market on Earth
→ Musk didn't fly to Beijing for the scenery — he flew because deals are on the table
→ 17 CEOs made this trip. Tim Cook. Jensen Huang. That's not a delegation. That's a negotiation.
The last time a US president landed in China with this kind of reception, the S&P rallied.
The last time US-China relations went cold, supply chains broke, inflation spiked, and your paycheck bought less.
This visit is either the beginning of something that puts money back in your pocket — or the calm before the next storm.
Pay attention.
This is not a foreign policy story. This is a personal finance story.
Turn on notifications. I'll keep you updated as this unfolds.
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.
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The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is officially done, & we are now onto Phase 2:
PHASE 1 — FOUNDATION LAYER (2023–2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.
$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.
$MU - High bandwidth memory essential for AI servers & large scale compute.
$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.
$INTC - Domestic semiconductor and AI infrastructure turnaround play.
PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027)
$IREN - AI focused data center expansion securing scalable power for next-gen compute.
$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.
$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.
$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.
$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.
PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029)
$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.
$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.
$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.
$ASTS - Space based connectivity enabling future autonomous and AI communication systems.
$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.
PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+)
$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.
$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.
$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.
$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.
$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.
The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout.
Save this to look back on later…
🚨 HOLY CRAP. A DEVASTATING line of questioning from Rep. Brandon Gill totally exposes abortionists for who they are
GILL: What's your favorite type of abortion?
LIB: I don't have one
GILL: Suction abortion. This is when the cervix is dilated, and a strong suction, 29 times the power of a household vacuum cleaner, tears the baby's body apart and sucks it through the hose into a container.
"Do you prefer THAT METHOD?"
LIB: I stand by my former testimony.
GILL: That sounds kind of gross, doesn't it? Sounds pretty gruesome. Do you agree? This one is called dilation and curettage. After dilation of the cervix, a sharp looped knife is inserted into the uterus. You prefer that method?
LIB, PANICS: What I believe we are here to talk about today is the FACE Act! We are not here to talk about the legality of abortion.
GILL: You're a pro-abortion advocate. I'm asking if you prefer the dilation and curettage method. You don't you don't want to talk about abortion itself. Why is that?
"Forceps are inserted into the uterus, grabbing and twisting the baby's body to dismember him or her. If the head is too large, it must be crushed in order to remove it. Do you prefer that method?"
LIB: "I would prefer to talk about the reason the hearing was called and the basis of my expert testimony."
GILL: "The baby's skin is burned off. The baby ingests the solution and dies of salt poisoning, dehydration, and hemorrhaging of the brain. Do you prefer that method?"
"It's uncomfortable to hear this, isn't it? It is."
"How about this one? It's called the saline injection. It's when a 20% salt solution is injected through the mother's abdomen into the baby's amniotic fluid."
LIB: I would prefer to talk about the subject of the hearing.
GILL: This is the subject of the hearing. This is about protests outside of abortion clinics. I'm asking you about abortion.
LIB: I stand by my prior testimony.
GILL: I wouldn't want to talk about this either if I were you because it is barbaric and evil.
🫳🏻🎤
CNN right before we hit Iran's nuclear facilities last year: There is no need for this. Iran isn't close to having a nuclear weapon.
CNN immediately after last year's strike: The mission failed, Iran is closer than ever to having a nuclear weapon.
CNN right before we hit Iran this year: There is no need for this. Iran isn't close to having a nuclear weapon.
Spoiler alert. This is how Democrats/MSM will be, with everything, for the next three years. It's exactly how they were on everything Trump did during his first five years.
Want your blood to boil?
There are 193 countries in the world and 177 of them receive US taxpayer $.
177 of 193.
91.7% of the world.
Then our politicians import from other countries to also give them our $.
My $
Your $
Our kid’s $
Americans are getting screwed.
Must stop!
Rep. Brandon Gill drops a truth bomb,
McEnany: “Why do we have stricter standards for the Obama library than for voting?”
Gill: “Well, because Democrats would like to allow non-citizens to vote in American elections.”
Bro really just said the Save America Act would kick tens of billions of people off the voter rolls.
There’s only about 8.3 billion on the entire planet.
Don’t let him live this down. Repost it.😂
Holy sh*t.
Stop what you’re doing. Give yourself 3
minutes. Listen to this.
Marco Rubio 2015.
He called it.
He called it word for word, like a play-by-play.
WOW. Minnesota's spending on Autism Care went from $1 million in 2017 to $343 million in 2024 under Tim Walz’s watch.
That's a 34,200% increase.
This level of fraud is unbelievable.