$META & $AMZN stocks will have A LOT of fun down the road but not in short term. Those are two stocks you just load up on for next 12-18 months and throw them in the filing cabinet. Same with $NFLX
$ELF should run hard thru end of year and go $200+ next few years. $CELH should catch momentum within next 3 months and then go beast mode for 1-2 years before chilling a bit. $CRM & $NOW should setup well for 2027-2029. $PLTR will eventually come back to life but that could be more back half of the year or 27. Consumer stocks come back more and more as back half of year goes on. 27-28 should be ripper rally in consumer names. Stocks like $EL and $NKE and $AXP will be winner winner chicken dinners. $SOFi and $RVLV and $HNST could be sleepers.
SO THE MICRON $MU CEO JUST PREDICTED THE FUTURE
BACK IN APRIL HE SAID MEMORY SUPPLY WOULDN’T CATCH UP TO DEMAND UNTIL 2028
HE CALLED OUT:
$MU FOR HBM
$SNDK FOR NAND
$DRAM FOR BROAD EXPOSURE
THE STOCK WAS UNDER $500 THEN
TODAY IT’S OVER $1,000
MAKE SURE YOU’RE FOLLOWING THE RIGHT ACCOUNTS SO YOU DON’T MISS MOVES LIKE THIS
WHY AREN’T YOU LISTENING YET?
AMD Ryzen AI Max+ is available now.
16 cores. 32 threads. 40 compute units. 50 TOPS NPU. Up to 128GB unified memory.
Built on x86, it brings breakthrough local AI performance to the enterprise and developer workflows teams already use. No translation layer, no performance penalty, no workflow disruption.
Nvidia will now pay you to put a mini AI data center on your house
It looks like a normal AC unit in the yard.
But inside sits 16 Nvidia Blackwell GPUs and Dell servers.
A startup called Span builds them, backed by Nvidia.
They bolt onto your home and you get paid for the power and Wi-Fi.
Some estimates put that around $1,000 a month in your pocket.
That is rent money just for hosting a box outside.
Span says it deploys way faster and cheaper than a real data center.
The AI boom is literally moving into the suburbs.
Save this, the grid is getting rebuilt in real time.