These are the key infrastructure stocks building the future
$ASTS — Satellites are the new cell towers. Verizon + AT&T already signed.
$NBIS — NVIDIA-backed GPU cloud. Meta + Microsoft locked in $12B
$RKLB — SpaceX’s only real competitor. $1.85B backlog, powering orbital data centers.
$OKLO — Nuclear for AI. NVIDIA + DOE backing. The grid can’t keep up — Oklo can.
How to go from $200 to $200,000 with 1 trade:
1. Buy super low and cheap like INTC back in Aug 2025
2. INTC makes CPUs and you NEED it for AI boom
3. President Trump said to buy it.
4. Buy 3 years out so 2028 and pick a cheap strike.
5. HOLD, don't do anything.
3 more stocks you can do this with POET, DRAM, AXTI.
Remember, this is like holding MSFT, AAPL, GOOG and TSLA for over 10 years. Be patient.
The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD
Compute ~ $NVDA, $AMD, $MU, $ASML, $AVGO, $TSM
Power & Cooling ~ $CEG, $BE, $VRT
Data ~ $MDB, $ORCL
Memory ~ $SNDK, $MU, $STX
You’ll look back on this post later this year, & will be thankful you own these names.
Save this for later…
This is how the largest stocks have performed so far in 2026
Nvidia $NVDA -10.2%🔴
Apple $AAPL -8.5%🔴
Google $GOOGL -12.4%🔴
Microsoft $MSFT -26.2%🔴
Amazon $AMZN -13.6%🔴
Taiwan Semi $TSM +7.5%🟢
Broadcom $AVGO -13.1%🔴
Tesla $TSLA -19.5%🔴
Meta Platforms $META -20.4%🔴
Berkshire Hathaway $BRK.B -6.8%🔴
Walmart $WMT +10.3%🟢
Eli Lilly $LLY -18.3%🔴
JPMorgan $JPM -12.2%🔴
Exxon Mobil $XOM +42.1%🟢
Johnson & Johnson $JNJ +16.2%🟢
Visa $V -15.7%🔴
$ASML +21.7%🟢
Costco $COST +14.1%🟢
Here are 5 strong-conviction names I’m closely watching through the current market fear and volatility:
$NVDA trading near $172 right now. I’m targeting well north of $400 by 2028.
$AVGO sitting around $310. Looking for $600+ heading into 2028.
$IREN currently ~$41. I see a realistic path to $100+ over the next few years.
$HOOD hovering near $71. My longer-term goal is $150+ by 2028.
The market is full of hesitation and selling pressure at the moment, but time and again these sharp pullbacks end up being the “obvious in hindsight” entry points.
Patience tends to reward the prepared.
The easiest thing one can do: buying at the generational dip.
$NVDA at 150
$GOOGL at 220-230
$AMZN at 170-180
$MU at 250-270
$AVGO at 250
$TSLA at 280
$NBIS at 80
$AMD at 170
My top stocks to own by sector right now:
✅ Health
• $HIMS
• $NVO
• $UNH
✅ Robotics / Autonomy
• $TSLA
• $PATH
✅ AI Infra / Data Centers
• $IREN
• $NBIS
• $MU $AVGO
✅ Fintech
• $SOFI
• $HOOD
✅ Software / AI Platforms
• $PLTR
• $META
✅ Hardware / Chips
• $NVDA
• $AMD
• $TSM | $ASML
What needs to be added?