Here are the 5 space stocks that can 10x:
Deep moats + pure B2B (gov + commercial) + almost zero retail coverage.
1. $SPCX (SpaceX): ~$18.7B revenue in 2025, Starlink + reusable rockets + AI, unmatched vertical integration
2. $RKLB: TTM revenue $769M (+52%), $2.36B backlog, launch + space systems dual engine
3. $ASTS: 2025 revenue $71M → 2026 guide $150-200M, $1.3B backlog, direct-to-cell space broadband
4. $LUNR: TTM revenue $490M, $1.8B backlog, lunar landers + spacecraft manufacturing
5. $FLY: Q2 revenue $118M, $1.5B backlog, launch vehicles + lunar landers
High revenue growth, improving margins, multi-year contracted visibility. Space infrastructure boom is real — these are the pure-plays with execution.
Loading the boat. Long-term hold.
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I don't give a F*CK if you have $2,000, $50,000, or even $500,000 in your portfolio, SPACE stocks are going to make people generational WEALTH this year.
Here are 5 stocks with 10x potential:
1. $SPCX
1. $MU — Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the last gen.
2. $DRAM — Same thesis, diversified. If you believe memory supercycle > any single name's execution risk, this is the basket trade.
3. $AIS — AI infrastructure exposure without picking the winner. Picks-and-shovels > picking the miner.
4. $RKLB — TTM revenue $769M (+52%), $2.36B backlog, launch + space systems dual engine
5. $ASTS — 2025 revenue $71M → 2026 guide $150-200M, $1.3B backlog, direct-to-cell space broadband
Watching a few US stocks that still look relatively undervalued with improving momentum.
Next alert dropping soon!
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Here are the 5 SpaceX AI bottleneck supplier stocks that can 10x:
1. $NVDA (Nvidia): $216B FY2026 revenue (+65%), TTM $303B, exclusive compute for SpaceX Colossus + Starmind orbital AI satellites
2. $MU (Micron): Q3 FY2026 revenue $41.5B (+346%), Q4 guide ~$50B, HBM/DRAM sold out — the memory bottleneck Musk called the limiting factor
3. $STM (STMicroelectronics): TTM revenue ~$13.1B, FY2025 $11.8B, long-cycle Starlink RF chips + satellite controllers
4. $RDW (Redwire): Q2 revenue $117M (+90%), FY2026 guide $450–500M, $542M backlog, solar arrays + space power for orbital compute
5. $GEV (GE Vernova): Q2 revenue $11.1B (+22%), FY2026 guide $45.5–46.5B, $176B backlog, gas turbines sitting on the AI power bottleneck
6. $SMCI (Super Micro Computer): FY2026 revenue $39.1B (+78%), FY2027 guide $65–72B, $60B+ Q4 orders / record order book, rack-scale AI servers used to stand up Colossus-class clusters fast
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If you're under 45, I'm only going to say this TWICE.
Elon Musk basically said the EASIEST way to get RICH is to buy the AI bottleneck suppliers to SpaceX.
Here are 5 stocks that can 10x in the next few years:
1) $NVDA
As a reference, I've called:
- $SNDK at $41 -> flew +4,268.3%
- $INTC at $18.3 -> flew +493.44%
- $BE at $15.3 -> flew +1,632.03%
- $MU at $78 -> flew +1,200.0%
- $IBM at $113 -> flew +102.65%
I've consistently outperformed the markets, making generational-wealth trades you don't want to miss.
Many will regret not following me for more.
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I'm only going to say this TWICE.
If you're under 49, the incoming market CRASH will be a generational time to BUY insanely undervalued stocks at a discount.
Here are 5 stocks I believe can 10x:
1) $DELL
1. $GOOG Jan 21 2028 $500 calls $19
Catalyst 1: Google's TPU external business is real. ~1M TPUs (1.3GW) locked for ~$35B, majority of revenue hitting in 2027. Street models take TPU-related revenue from ~$3B this year to ~$25B next year. This is an $NVDA-level hardware business hiding inside a search company — and the multiple hasn't caught up.
Catalyst 2: Gemini 4 expected late 2026 / early 2027. Cloud grew 63% last quarter on a $460B backlog. If Google returns to the frontier, you get earnings growth + multiple expansion at the same time.
2. $INTC Jan 21 2028 $120 calls ~$21
Catalyst 1: 18A is finally working. Yields at 85% (TSMC N2 ~90%), major cloud provider already a confirmed foundry customer. Foundry lost $2.1B last quarter. The stock reprices hard the moment that number bends toward breakeven.
Catalyst 2: A named 14A marquee customer (Apple, Microsoft or similar). BofA models foundry revenue from ~$1.1B in 2026 to ~$40B by 2030. One logo announcement and $120 stops being a stretch.
3. $DRAM Jan 21 2028 $100 calls ~$6
Catalyst 1: Memory is the AI bottleneck. Micron, Samsung and SK Hynix make up ~75% of this ETF. Every hyperscaler capex plan through 2028 runs through them. HBM is sold out and DRAM pricing keeps stepping higher.
Catalyst 2: Sitting near $56, ~30% below the $81 high after the August selloff. The ETF already ran 160% from its April launch. Buying the $100 strike for $6 during a drawdown is cheap convexity on a trade that has already proven it can move.
Bonus for smaller accounts — my top 5 under $5:
$TE, $KEEL , $SATL, $LAES, $SIDU
This isn't about guessing direction.
It's about positioning for the right catalysts with the right leverage.
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2. $LAES $2.24 – Post-quantum security chips
3. $TE $4.17 – Only US-owned solar cell fab
4. $KEEL $4.01 – Bitcoin miner turning AI power landlord
5. $SATL $5.11 – Owns the satellites, defense demand exploding
6. $ONDS $7.39 – Counter-drone defense
7. $ACHR $5.26 – Bought Boeing's drone unit
8. $SMR $8.27 – Only NRC-approved SMR, AI needs baseload
9. $GILT $9.82 – Ground terminals for every constellation
10. $SPIR $11.40 – NOAA privatizing weather data
11. $GLXY $24.69 – Crypto funding gigawatt AI data center
12. $BKSY $21.67 – Gen 3 satellites live
13. $AEVA $14.80 – Lidar pivoting to AI co-packaged optics
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1 year ago $BE was $20 → ripped 1800% to $351. Here are 13 stocks still under $20 with the exact same AI setup:
1. $POET $7.80 – Optical interposers for AI data centers
A lot of stocks are on sale right now. These are my long-term targets for those I consider attractive here:
$NBIS - $430
$ASTS - $182
$CRWV - $190
$NOW - $240
$RKLB - $230
$ZETA - $60
$CRDO - $421
$NVDA - $386
$IREN - $103
$ORCL - $280
Which of these are you buying here?
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Please save this post. With the Federal Reserve confirming a 25 basis point rate hike, here are my investment recommendations for September 18th:
$AAPL (Apple) — Do not buy
$SNDK (SanDisk) — Do not buy
$META (Meta Platforms) — Do not buy
$INTC (Intel) — Buy in the $88–$93 range
$SPCX (SpaceX) — Buy in the $140–$145 range
$AVGO (Broadcom) — Buy in the $330–$336 range
$MU (Micron Technology) — Buy in the $916–$922 range
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I pulled all 51 Fed rate hikes since 1994 and went through them one by one.
Not the last 5.
Not the last 10.
Every. Single. One.
Then I took the FOMC day $SPX close and measured the largest decline in closing prices over the next 5 trading days.
No intraday lows.
No cherrypicking.
Just pure closing data. Pure objectivity.
And the results… are very interesting.
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This is my last time saying this…
$VST under $140 is one of the most interesting setups in the market.
Notable Buyers:
• Pelosi ($180), James Burke (CEO, $135)
• Tepper, BlackRock, Thiel & Trump stakes
Now combine that with the underlying business: 👇
• ~20%+ EBITDA & FCF Growth
• AI Power Demand: Rising demand + tighter power markets
• PPAs: Long-term deals with $META & $AMZN
• Nuclear: Valuable existing baseload capacity
• Acquisitions: Expanding generation footprint with Cogentrix
• Buybacks: ~30% fewer outstanding shares since late 2021
• Grid Constraints: Supporting existing assets
• ERCOT & PJM: Positioned in key power markets
• Diversified Fleet: Gas, nuclear, coal, solar & storage
All at ~9x Fwd. EV/EBITDA & ~13x Fwd. P/E.
The setup is right in front of us.
Ride $VST 🚀⚡️
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Bookmark this post. I'll only say this once. Believe it or not, this is my advice for September 16th.
$ORCL (Oracle) — Don't buy
$LITE (Lumentum) — Don't buy
$CRWD (CrowdStrike) — Don't buy
$TSLA (Tesla) — Buy at $340–$348
$SPCX (SpaceX) — Buy at $133–$138
$NVDA (NVIDIA) — Buy at $202–$208
$AVGO (Broadcom) — Buy at $330–$336
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Just six months ago:
$DELL surged from $144.96 to $534.28 (+269%)
$SNDK surged from $538.25 to $1,551.99 (+188%)
$MRVL surged from $77.51 to $218.82 (+182%)
$CRWD surged from $92.24 to $235.38 (+155%)
$MU surged from $319.78 to $924.03 (+189%)
$NVDA surged from $166.84 to $210.96 (+26%)
$AAPL surged from $249.40 to $333.08 (+33%)
$INTC surged from $41.82 to $97.19 (+132%)
$BE surged from $121.72 to $257.05 (+111%)
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