Bhimani Parth

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $AMD, $MU, $NBIS, $AEHR, $CIFR, $RKLB, $IONQ, $IREN, $AAOI
• Hold: $NVDA, $TSLA, $AVGO, $HOOD, $ONDS, $ASTS, $HIMS
• Bearish: $PLTR, $OKLO, $OPEN, $SOFI

[The Tech Investor @TheTechInvest]

$IREN could 4x by next year for these reasons:

1. Sweetwater 1 (1.4GW) was energized on time.

2. The company doubled its power capacity (2.9GW to 5.8GW; now the largest neocloud in the world surpassing $CRWV and $NBIS)

3. Announced building Oklahoma (1.6GW) data center.

4. Announced its first data center in Australia (800MW).

5. Raised its ARR from $3.4B to $4.4B.

6. Acquired Mirantis, a strategic partner of $NVDA.

7. Announced its expansion in Europe.

8. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure.

9. Signed a $3.4B deal with $NVDA.

10. $NVDA to invest up to $2.1B in $IREN (still an option conditional upon deployment of 600K GPUs.)

11. Sweetwater (2GW) selected as a flagship deployment for $NVDA DSX AI factory architecture.

12. Disclosed having a global pipeline.

[Stock Snipa @stocksnipa]

Here’s my top 10 Stocks I’m Watching this week👀

1. SpaceX $SPCX Space IPO🚀
2. Ondas $ONDS Drones🚁
3. Oracle $ORCL Earnings🚨
4. Iren $IREN Infrastructure🔋
5. Kratos $KTOS Drones🚁
6. Rocket Lab $RKLB Space🚀
7. AST Spacemobile $ASTS Space🚀
8. Nebius $NBIS Infrastructure🔋
9. Cerebras $CBRS Semiconductor🤖
10. Hims & Hers $HIMS Drug💊

[Justin Banks @RealJGBanks]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[The Analyst @MMatters22596]

$NVDA CEO Jensen Huang basically called to buy energy stocks.

This is the biggest bottleneck of the Data-center buildout.

Here are 5 stocks that have 10x potential👇

[JUST KAWS @JUST_KAWS]

Leopold Aschenbrenner is literally giving you insider trading info

He turned $225M into $5.5B in less than 12 months

In 2025 he bought:

$BE at $18 & is now $297
$LITE at $59 & is now $935
$SNDK at $42 & is now $1,466

Now in 2026, he’s telling you to buy:

1) Applied Digital $APLD
2) Bloom Energy $BE
3)CleanSpark $CLSK
4)CoreWeave $CRWV
5)Intel $INTC
6) IREN $IREN
7) Keel Infrastructure $KEEL
8) Micron $MU
9) Riot $RIOT
10) Sandisk $SNDK
11) T1 Energy $TE
12) Taiwan Semiconductor $TSM

Don’t miss out on a generational run

[Leopold Stock Tracker @LeopoldATracker]

Leopold Aschenbrenner turned $225 million into $13.67 billion in less than 2 years.

He bought these stocks, and each delivered no less than 10x returns:

$IREN ran from below $6 to $78.67
$SNDK ran from below $50 to $1600
$LITE ran from below $60 to $1085
$BE ran from below $20 to $322

Now in 2026, he’s sharing another set of potential bangers, all below $50 and still extremely undervalued. The idea is simple: even a 10x move changes everything. You don’t have to wait for a 100x, you could take profit between 5–10x within a 3-year window.

1. $TE T1 Energy

2. $HIVE HIVE Digital

3. $RIOT Riot Platforms

4. $APLD Applied Digital

5. $BTDR Bitdeer Technologies

6. $KEEL Keel Holdings

7. $CLSK CleanSpark

8. $SHAZ Sharon AI

9. $PUMP ProPetro

10. $PSIX Power Solutions

11. $WYFI WhiteFiber

12. $CORZ Core Scientific

13. $BW Babcock & Wilcox Enterprises

Some of these companies may have the potential to deliver 5x to 50x returns. The upside in several of these names is significant.

Bookmark this for research, focus on the best opportunities, and invest wisely.

Not financial advice. Do your own research.

BOOKMARK THIS FOR LATER!

[𝐙𝐀𝐑𝐔 @zaruww]

One setup for life.

This model alone is enough to quit your 9 to 5.

Backtest it and see for yourself.

[Mike Investing @MrMikeInvesting]

Generational Wealth will be made over these next 6 months…

If you’re looking to do such then you NEED to be invested in these 7 stocks:

1. Rocket Lab ~ $RKLB
2. AST SpaceMobile ~ $ASTS
3. ServiceNow ~ $ASTS
4. Iren ~ $IREN
5. Nebius ~ $NBIS
6. Nokia ~ $NOK
7. USA Rare Earth ~ $USAR

Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

[InvestmentGuru @InvestmentGuru_]

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.

PURE-PLAY QUANTUM

$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play.

$RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now.

$QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients.

$QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly.

$INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching.

$ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure.

$LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind.

BIG TECH

$IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here.

$GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in.

$MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era.

$AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today.

$NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of.

$INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important.

$HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard.

$BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum.

SEMICONDUCTOR & INFRASTRUCTURE

$GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows.

$MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack.

$AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system.

$TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM.

$ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production.

QUANTUM NETWORKING / OPTICAL / SECURITY

$CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there.

$NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle.

$LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined.

$AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously.

$COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.

[Value Investing Edge @StonkValue]

SpaceX IPO, $SPCX is going public next month.

This will instantly rerate whole space sectors and it’s associated supply chain.

Major stocks to watch-

1. Direct SpaceX Supply Chain Links

$STM — STMicroelectronics
$TSLA — Tesla
$VLD — Velo3D
$RDW — Redwire Corporation

2. Launch & Space Infrastructure

$RKLB — Rocket Lab USA
$LUNR — Intuitive Machines
$MDA — MDA Space
$RDW — Redwire Corporation
$VOYG — Voyager Technologies

3. Satellite Imagery / Earth Observation

$PL — Planet Labs
$SATL — Satellogic
$BKSY — BlackSky Technology
$FLY — Firefly Aerospace

4. Satellite Communications / Connectivity

$IRDM — Iridium Communications
$GSAT — Globalstar
$SATS — EchoStar
$TSAT — Telesat
$VSAT — Viasat

5. Aerospace & Defense Systems

$HON — Honeywell International
$HWM — Howmet Aerospace

6. Materials, Alloys & Advanced Manufacturing

$ATI — ATI Inc.
$CRS — Carpenter Technology
$MTRN — Materion
$HXL — Hexcel
$HWM — Howmet Aerospace

7. Broad Space ETF Exposure

$UFO — Procure Space ETF

[Frontier Investment Circle @MajidTulsh32058]

Trump is planning to invest billions into quantum.

Pure-Play Quantum Companies
$IONQ
lonQ
$QBTS
D-Wave Quantum
$RGTI
Rigetti Computing
$XNDU
Xanadu Quantum
$INFQ
Infleqtion
$QUBT
Quantum Computing

Quantum Security
$ARQQ
Arqit Quantum

Tech Giants with Quantum Programs
$NVDA
Nvidia
$BABA
Alibaba
$GOOGL
Alphabet
$MSFT
Microsoft
$IBM
IBM
$INTC
Intel
$BIDU
Baidu
$RTX
Raytheon
$HON
Honeywell

Quantum Computing Equipment
$GFS
GlobalFoundries
$MRVL
Marvell
$COHR
Coherent
$RDNT
RadNet
$TSEM
Tower Semiconductor

[Stocks World @anandchokshi19]

Nvidia has invested more than $15 billion in these 7 stocks so far in 2026:

1. Corning (GLW): $3.2 billion
2. IREN Limited (IREN): $2.1 billion
3. CoreWeave (CRWV): $2 billion
4. Nebius Group (NBIS): $2 billion
5. Marvell Technology (MRVL): $2 billion
6. Lumentum Holdings (LITE): $2 billion
7. Coherent (COHR): $2 billion

[Jason Luongo @JasonL_Capital]

SpaceX's IPO is less than a month away.

The largest IPO in history.

Here are 7 publicly traded companies with confirmed SpaceX contracts:

[Value Investing Edge @StonkValue]

2026 growth stocks next support level based on Fib levels-

1. $ONDS - $10.12
2. $CIFR - $19.95
3. $IREN - $49.5
4. $ALAB - $212.3
5. $CRDO - $167.88
6. $UUUU - $18.1
7. $AXTI - $117.7
8. $BE - $264.3
9. $EOSE - $8
10. $TE - $5.3
11. $AMPX - $15.26
12. $SNDK - $1334
13. $MRAM - $34.8
14. $LPTH - $10.7
15. $LWLG - $12.63
16. $PLTR - $120
17. $IONQ - $51.2
18. $FLY - $39.6
19. $ASTS - $80
20. $AAOI - $174

[Lin @Speculator_io]

The SpaceX Ecosystem

Control: $TSLA
Competitors: $RKLB $FLY $ASTS
Suppliers: $STM $FLTCF $VELO $CPSH
Partners: $PL $SATS $AMZN
Starlink: $TMUS $QCOM
Investors: $GOOGL $BAC $DXYZ $XOVR $VCX

[cleverhandeln @cleverhandeln]

MUST HAVE AI STOCKS for 2026

Semiconductors
• Nvidia $NVDA
• Advanced Micro Devices $AMD
• Taiwan Semi. $TSM
• ASML Holding $ASML
• Micron $MU

Cloud providers
• Microsoft $MSFT
• Amazon $AMZN
• Alphabet $GOOGL

Energy
• Constellation Energy $CEG
• Vistra $VST
• Bloom Energy $BE

Data Infrastructure
• Arista $ANET
• Datadog $DDOG

Architecture
• Cadence Design $CDNS
• Arm Holdings $ARM

Automation/Robotics
• Tesla $TSLA

King 👑
• Palantir $PLTR

Save the tweet 🔖 thank me later
What would you add?

[Bilaal- BD investing @bdinvestingg]

The next trillion-dollar opportunity may be space infrastructure. From rockets to lunar infrastructure, companies like $RKLB $LUNR are building the picks and shovels of the space economy. Read the substack ⬇️

https://t.co/fZrVCVOQpl

[Bilaal- BD investing @bdinvestingg]

Physical AI is where the money is going next :

$OUST — Lidar sensors for robots and AVs. Velodyne merger. Profitability unproven.
$QCOM — Smartphone and auto chip designer. Snapdragon. Diversifying beyond mobile.
$ISRG — Robotic surgery monopoly. Da Vinci system. Pay-per-procedure model.
$TSLA — EVs, FSD, Optimus robot. Valued as AI co, not automaker.
$SYM — AI warehouse robotics. Walmart anchor client.

[Coffee House Stocks @CoffeeStocksGuy]

8 UK-listed companies I've been reading up on recently. Something interesting is happening at each one🇬🇧

$FTC (Filtronic) - RF and microwave tech. SpaceX supplier. Up 130% YTD in 2026. Makes E-band transceivers for satellite and defence. The production ramp is the story now, not the contract wins.
$SWC (Smarter Web Company) - UK's biggest Bitcoin treasury. The domestic answer to $MSTR. CEO @asjwebley keeps buying regardless of price. Highest-conviction BTC accumulation story on the London market. Best management team IMO.
$ENSI (Ensilica) - Pure-play ASIC chipmaker on AIM. Custom silicon is where semiconductor margins are moving. Sub-£150M market cap on a company with a $250M+ lifetime chip supply pipeline.
$RR (Rolls-Royce) - The industrial renaissance story. SMR nuclear, defence, aerospace. The narrative has reset entirely in 2 years. The question now is whether the re-rating still has legs.
$SHEL (Shell) - Cheapest energy major by most metrics. Buybacks accelerating. UK market consistently undervalues it relative to US peers.
$RPI (Raspberry Pi) - Single-board computing with an AI edge use-case forming. CEO bought stock at the lows. 2025 revenue up 25%. Arm holds 13% of the company.
$CWR (Ceres Power) - Fuel cell IP licensor, not a manufacturer. The Bosch relationship is the core asset. IP model means lower capex and higher optionality than most clean energy plays.
$SYNT (Synthomer) - £1.74B revenue specialty chemicals near penny stock levels. High debt, loss-making. Asymmetric: if deleveraging executes, the re-rating is material. Distressed turnaround, not a compounder.

What am I missing? Drop your UK picks below 👇