If I had to pick the two strongest stocks to watch in this market right now, I would choose $CRDO and $ALAB without hesitation.
They are both grouped under connectivity, but they started from very different places. In this article, I explore how both companies are evolving as the optical era arrives.
I’ll say it one last time.
The fastest way to build wealth starts with buying great companies.
1. $RKLB is a $149 stock trading at $107
2. $CRDO is a $320 stock trading at $271
3. $ANET is a $210 stock trading at $169
4. $NBIS is a $340 stock trading at $286
5. $SNDU is a $140 stock trading at $68
6. $CIFR is a $70 stock trading at $29
7. $IREN is a $80 stock trading at $59
8. $AVGO is a $580 stock trading at $411
Don’t miss out again…
Follow if you don't want to miss any of them.
In February 2023, I said buy $NVDA at $18 before AI explosion.
Then I called out:
$MU at $80 → $1150
$ASTS at $2 → $130
$IONQ at $7 → $72
$DRAM at $25 →$76 (safest play so far)
Right now, these are still super cheap:
$NOW at $95
$NBIS at $287
$AAOI at $162
$AVGO at $411
$META at $574
$WDC at $754
♻️ RESHARE this post and write 1 comment, I'll share my favorite stock under $10 to 10x.
$NOK stock is up 167% in the last year.
But before you scroll thinking you missed the move, consider what ignorance could cost you.
- $NVDA invested $1B
- The CEO is from $INTC
- Anduril's Sentry Towers rely on its 5G
The world doesn't know what's coming👇
El 80% de mi cartera concentrado en solo 4 empresas. Para invertir así hay que tener un análisis impecable, convicción absoluta y, sobre todo, tener los 🥚🥚para aguantar la volatilidad del mercado sin pestañear.
La diversificación extrema es para protegerse de no saber qué se está haciendo. La concentración real es para quienes respaldan sus tesis con valentía:
💜 $NU: 38.9%
💛 $MELI: 17.9%
💙 $META: 13.6%
🖤 $UBER: 10.1%
(Suman el 80.5% del capital)
El resto son complementos de primer nivel:
💚 $GOOG: 8.0% | ❤️ $MSFT: 5.2% | 🤍 $NKE: 2.3% | 🧡 $MA: 2.2% | 💛 $AMZN: 1.8%
No juego a promediar el índice; juego a ganar con los mejores negocios que conozco a fondo.
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La mayoría solo usa Gemini para prompts básicos… mientras Google lo llenó en silencio de herramientas que reemplazan horas de trabajo en segundos.
Probablemente estás usando menos del 5% de lo que Gemini realmente hace.
Aquí van 10 funciones ocultas de Gemini que se sienten casi injustas cuando las empiezas a usar: 👇
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If bull market continues, I would expect these prices before EoY.
$MU at $2000
$SNDK at $3000
$NBIS $400
$CIFR $50
$CRDO $350
$PENG $100
$PPIH $50
$NOK $20
$AAOI $250
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🚀 If I could only own 12 stocks for the next decade, this would be my portfolio.
The biggest wealth creation opportunities are no longer scattered across 100 sectors. They're concentrated in a handful of technological megatrends that are reshaping the world.
☁️ AI Infrastructure
$NBIS + $WYFI
🧠 Memory
$MU + $HY9Y (SK Hynix)
⚡ Photonics
$AAOI + $AEHR
🛰️ Space
$ASTS + $PL
🤖 Robotics
$AMBA + $OUST
📢 Media & Ads
$META + $RDDT
The way I see it:
No AI without infrastructure.
No infrastructure without memory.
No scaling without photonics.
No autonomy without robotics.
No global connectivity without space.
No monetization without media.
Most investors are still debating what happened in the last cycle.
I'm trying to position for what happens in the next one.
One of these sectors could produce the next trillion-dollar company.
Owning leaders across all six gives me exposure no matter which trend wins.
I don't own them all. What's the weakest pick on this chart? 👇
$AVGO - Strong Buy - Discount
$ASTS - Strong Buy - Space Theme
$IREN - Strong Buy - High Upside Potential
$MRVL - Strong Buy
$RKLB - Strong Buy - Space Theme
$AAOI - Strong Buy
$ONDS - Strong Buy - Discounted Price
$NOW - Strong Buy
$RCAT - Strong Buy - Undervalued
$NBIS - Strong Buy
$OPEN - Strong Buy
$SIDU - Strong Buy - Small Cap/Space
$CIFR - Strong Buy
$HYLN - Strong Buy
$POWI - Strong Buy
$OSCR - Buy
$KRKNF - Buy
$KEEL - Strong Buy
$EOS.AX - Strong Buy
$ASST - Buy - Crypto Treasury Play
🚀 These are some of my favorite long term conviction names at current levels. Many are trading well below what I believe their future value could be if execution remains strong and sector trends continue to develop.
📈 The biggest returns are often made by identifying quality companies early, building positions patiently, and holding through volatility.
⚠️ Always do your own research before investing. Consider scaling into positions over time, taking advantage of pullbacks, and lowering your average cost on market weakness rather than chasing strength.
HE DOES IT AGAIN
$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO WATCH.
IN 2025 HE CALLED:
$NBIS AT $22 → +1200%
$TSM AT $132 → +235.61%
$SNDK AT $27 → +6622.22%
NOW HE'S TALKING ABOUT:
$HPE AT $50
"THIS IS ONE OF THE MOST IMPORTANT ENTERPRISE SOFTWARE COMPANIES IN THE WORLD."
The market ignored him before.
Then those stocks exploded.
Will investors listen this time?
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SQL
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Which skill are you planning to learn next?