McKinsey, Goldman Sachs, PwC, ARK Invest & Gartner all see the AI megatrend accelerating. $725B in AI infrastructure this year, AGI by 2027, AI adding $15.7T to global GDP by 2030. $NVDA $AVGO $AMD $TSM $ASML $MSFT $AMZN $META
We've mentioned to continue buying $MU, $SNDK, and $DRAM over the last few days.
I am still bullish on memory stocks for the long-term. Do NOT miss your opportunity for the next major bull-run later this year.
1. Micron $MU
2. SanDisk $SNDK
3. RoundHill Memory ETF $DRAM
All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.
$SPCX one month after the biggest IPO ever: from $225 hype-high to a $124 all-time low. IPO price $135 broken, old support $140–150 now resistance. No trend, no base — just price discovery. Real test: Aug 6 — first earnings + first lock-up unlock (~20% insider shares).
I see a lot of smart money quietly rotating into biotech stocks like: $VRTX — CF monopoly, $10B Crinetics deal, trading below fair value
$EXEL — profitable oncology, P/E 17 vs peers at 26, free pipeline optionality
Tech crowded, biotech early.
Not advice. DYOR.