Joe Pasco

[Joe Pasco @deejayfuzzy]

@itsmichaelluu Reposted!!

[Michael | Hypermarkets @itsmichaelluu]

$NVDA — Still the compute layer everyone builds on top of. CUDA moat + accelerator demand isn't slowing this decade.

$AMD — The credible #2 in accelerators. Hyperscalers want a second source that's structural demand, not hype.

$NOW — ServiceNow is becoming the orchestration layer for enterprise AI agents. Whoever owns workflow owns the agent rollout.

$INTC — Foundry buildout + domestic chip manufacturing tailwinds. Turnaround optionality with policy backing behind it.

$TE (T1 Energy) — Every AI thesis eventually hits the same wall: power. Grid buildout is the unsexy trade with the most inelastic demand of the entire list.

♻️RESHARE this list and write 1 comment, I'll DM you my top 3 stocks under $10 that'll 1000%

[Joe Pasco @deejayfuzzy]

Use Waze to drive to You are here: https://t.co/6c2dsO68fE

[Joe Pasco @deejayfuzzy]

@itsmichaelluu Reshared! DM me your $SPCX option please!

[Michael | Hypermarkets @itsmichaelluu]

$NVDA is up 500,000% since its IPO in 1999.

$10,000 would be $50M doing nothing all but holding.

SPACEX, OPENAI, ANTHROPIC are all going public now.

Here's how I'm playing each one and why:

• SPACEX $SPCX (BUY & HOLD for 100x)

Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play.

SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position.

• OPENAI (SHORT to $0 until proven profitable)

Burning billions with no moat every Big Tech giant is replicating its models for free.

OpenAI has no durable competitive advantage $GOOG, $META, and $AMZN are shipping comparable models at zero marginal cost to users.

A $1T valuation on a product that commoditizes by design is a short waiting to happen.

• ANTHROPIC (WAIT AND SEE, but most likely a buy)

Best AI safety narrative and enterprise traction, but valuation needs a hard reset first.

Anthropic has genuine differentiation in safety-focused AI and growing enterprise adoption through $AMZN, but at a $1T private valuation there's no margin of safety. Watch for IPO pricing before sizing in.

[Michael | Hypermarkets @itsmichaelluu]

My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.

She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.

There's 10 stocks with direct SPACEX partnerships:

1. $SATS — EchoStar

The most direct SpaceX proxy. Sold spectrum licenses to SpaceX in a $19.6B deal and received an $8.4B SpaceX equity stake in return. Buying SATS = buying pre-IPO SpaceX exposure with a public ticker.

2. $TMUS — T-Mobile

SpaceX partnership delivers Starlink Direct-to-Cell coverage across 500K+ square miles of dead zones no special hardware needed. Guides $77B in service revenue and $37–37.5B EBITDA for 2026. Most financially dominant carrier riding the Starlink wave.

3. $FLTCF — Filtronic (OTC / AIM: FTC.L)

Pure-play SpaceX hardware supplier. Five-year supply agreement with SpaceX; revenue more than doubled to £56.3M in FY2025 with £13.4M operating profit. Landmark £47.3M contract to supply next-gen GaN E-band amplifiers for Starlink cumulative SpaceX contracts now exceed $115M. Biggest hidden gem on this list.

4. $GOOGL — Alphabet

Owns ~7.5% of SpaceX worth tens of billions at SpaceX's $1.75T IPO valuation. When SpaceX lists, Alphabet's balance sheet gets a massive mark-up. Sleeping SpaceX exposure inside a mega-cap.

5. $LUNR — Intuitive Machines

Guiding 2026 revenue of $900M–$1B nearly 5x trailing revenue from NASA lunar contracts that rely on SpaceX Falcon 9 as the launch vehicle. Every LUNR mission = a SpaceX launch. Growth is structurally tied to SpaceX cadence.

6. $RKLB — Rocket Lab

NASA formally partnered Rocket Lab alongside SpaceX for test flights and reusability research. FY2025: $602M revenue, 44.3% non-GAAP gross margins, $1.85B backlog. Also benefits directly from any SpaceX IPO-driven capital surge into the sector.

7. $FLY — Firefly Aerospace
Q1 2026 revenue $80.9M (+40% QoQ), full-year guidance $420M–$450M. Blue Ghost lunar lander launches on SpaceX rockets. Both compete together on Golden Dome contracts operationally intertwined.

8. $TSLA — Tesla

SpaceX and xAI bought ~$650M in Tesla goods in 2025, including $506M in Megapack battery systems. Tesla is effectively a major SpaceX supplier. The Musk ecosystem cross-transaction flows are now publicly disclosed and massive.

9. $WKEY — WISeKey (parent of $LAES)

WISeSat has launched multiple satellites aboard SpaceX Falcon 9 Transporter missions, with the latest embedding SEALSQ's QS7001 post-quantum chip into LEO. SpaceX is their exclusive launch partner — every new satellite = another SpaceX contract.

10. $RDW — Redwire

Q1 2026: $97M revenue (+57.9% YoY), record $498M backlog, 1.92 book-to-bill ratio. Builds in-space hardware that rides aboard SpaceX launches for defense and commercial customers. Winning large IDIQ defense contracts alongside SpaceX.

♻️ RESHARE this post and make 1 comment for my list of 1000% movers like $ASTS and $IONQ.

[Joe Pasco @deejayfuzzy]

@itsmichaelluu @SuperLuckeee Interested!

[Michael | Hypermarkets @itsmichaelluu]

The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.

Elon Musk says by 2030 regular people will be ultra-wealthy.

Here's 20 companies directly linked to SPACEX:

1. $ASTS — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination

2. $IONQ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028

3. $RDDT — Real-time data feeds Grok's truth-seeking AI engine via X integration

4. $RKLB — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve

5. $LUNR — Lunar lander tech directly supports SpaceX's Moon base buildout timeline

6. $ACHR — Air mobility networks integrate with Starlink low-latency connectivity infrastructure

7. $LLAP — Terran Orbital builds small sats riding SpaceX rideshare missions at scale

8. $VIAV — Optical networking components critical for Starlink ground station infrastructure upgrades

9. $AEVA — LiDAR sensors enable autonomous Starship landing and booster catch precision systems

10. $SPIR — Space data analytics layer monetizing SpaceX's growing orbital satellite constellation

11. $KTOS — Defense tech partner powering Starshield national security satellite network contracts

12. $BWXT — Nuclear propulsion R&D aligns with SpaceX's Mars mission power requirements

13. $ARQQ — Quantum encryption secures Starshield government communications on classified orbital networks

14. $LAZR — Luminar LiDAR enables SpaceX autonomous vehicle docking and precision landing systems

15. $OUST — Sensor fusion tech supports SpaceX's booster catch and reusability automation stack

16. $MTSI — RF semiconductors power Starlink user terminal phased-array antenna signal processing

17. $GILT — Gilat Satellite ground infrastructure scales alongside Starlink enterprise fixed-site deployments

18. $SATL — Satellogic high-resolution imaging complements SpaceX orbital AI compute satellite constellation data

19. $TWST — Synthetic biology tools accelerate SpaceX's long-term Mars colonization life support research

20. $POET — Optical interposer chips slash data center power costs inside COLOSSUS AI cluster

Remember, the total market for space economy can be $200 trillion in less than 10 years thats 100x from IPO.

♻️RESHARE this post and make 1 comment. I'll tell you which one is my #1 favorite and I own this one already.

[Joe Pasco @deejayfuzzy]

@itsmichaelluu Shared

[Michael | Hypermarkets @itsmichaelluu]

4 years ago, GOOG lost 50% of its value from $151 to under $80.

Today, its at $375 up 470% becuase it has technology no one else has.

There's 4 super strong companies undervalued just like GOOG:

1. AST SpaceMobile (ASTS)
Peak: $130 now at $70 down 47%

ASTS is building the first space-based cellular broadband network, allowing regular phones to connect directly to satellites—no hardware needed. If successful, it unlocks global connectivity for billions and creates a telecom monopoly layer similar to early GOOG search dominance.

Buy Zone: $50 – $60 (Prior accumulation zone + strong support base)

2. IonQ (IONQ)
Peak: $85 now at $40 down 52%

IonQ is a leader in quantum computing, targeting exponential breakthroughs in optimization, AI, and cryptography. If quantum becomes commercially viable, IonQ sits in a position similar to NVIDIA pre-AI boom.

Buy Zone: $20 – $30 (Demand zone before prior breakout expansion)

3. Rigetti Computing (RGTI)
Peak: $60 now at $16 down 73%

Rigetti is vertically integrated in quantum building both hardware and software stacks. This gives it long-term leverage if quantum adoption scales, positioning it as a potential infrastructure layer of future computing.

Buy Zone: $10 – $12 (Base support + early-stage accumulation range)

4. Oklo (OKLO)
Peak: $195 now at $65 down 67%

Oklo is reinventing nuclear with small modular reactors (SMRs) a critical solution for AI’s massive energy demand. If data center energy demand explodes, Oklo becomes a foundational infrastructure play.

Buy Zone: $40-$50 (Pullback into pre-breakout demand zone)

Remember, AMZN crashed from $113 to $6 back in 1999 before it ran all the way to $3000+ in 10 years.

♻️RESHARE this post and share 1 comment for my price targets for these 1 year from now! Thank you.

[Joe Pasco @deejayfuzzy]

@itsmichaelluu Shared

[Michael | Hypermarkets @itsmichaelluu]

In 2 years, BE spiked 2100% from $10 to $220.

Right now, Data centers is 7% of total US power demand and will increase 20% in a decade.

Top 20 stocks with exact same set-up as BE:

1. FLNC (Fluence Energy)
Grid-scale battery storage stabilizing renewable power for AI campuses.
Buy zone: $11–$14 key support where buyers historically step in.

2. EOSE (Eos Energy)
Long-duration zinc batteries providing 8–24hr AI data center backup.
Buy zone: $5–$7 discounted near 52-week lows before AI contract momentum.

3. SMR (NuScale Power)
Only NRC-certified small modular reactor for clean AI baseload power.
Buy zone: $8–$11 strong demand floor before nuclear policy catalysts hit.

4. NNE (NANO Nuclear Energy)
Portable microreactors delivering off-grid power directly to AI campuses.
Buy zone: $18–$22 near 52-week low before DOE contracts accelerate.

5. UUUU (Energy Fuels)
Domestic uranium and rare earth mining fueling America's AI-era reactors.
Buy zone: $16–$19 consolidation zone before uranium supply squeeze reprices.

6. LTBR (Lightbridge)
Advanced nuclear fuel rods boosting reactor output for AI power demand.
Buy zone: $10–$13 proven technical support before commercial fuel contracts begin.

7. MIR (Mirion Technologies)
Radiation detection systems keeping AI-era nuclear power plants operating safely.
Buy zone: $14–$17 sitting near 52-week low; analysts target $28–$30.

8. IONQ (IonQ)
Quantum computing platform optimizing AI workloads and energy efficiency. (my favorite)
Buy zone: $33–$38 key support level it bounced hard from in March.

9. PLUG (Plug Power)
Hydrogen fuel cells providing clean zero-emission backup for AI server farms.
Buy zone: $1.50–$2.50 deep value after earnings turned positive in Q4.

10. SHLS (Shoals Technologies)
Electrical balance-of-system hardware connecting solar farms to AI grids.
Buy zone: $5–$7 oversold after selloff; analysts still targeting $9–$12.

11. ARRY (Array Technologies)
Solar tracker systems maximizing cheap daytime energy feeding AI grid storage.
Buy zone: $5–$7 off 75% from highs on temporary 2026 outlook miss.

12. NRGV (Energy Vault)
Gravity and battery hybrid storage anchoring renewable-powered AI data centers.
Buy zone: $2–$3.50 just turned EBITDA positive with AI data center deals.

13. STEM (Stem Inc)
AI-driven software optimizing battery dispatch for data center grid participation.
Buy zone: $7–$9 first-ever positive EBITDA gives floor ahead of re-rate.

14. CNP (CenterPoint Energy)
Regulated utility expanding transmission capacity serving high-growth AI demand zones.
Buy zone: $28–$32 strong base where dividend yield becomes highly attractive.

15. CLNE (Clean Energy Fuels)
Renewable natural gas infrastructure offering low-carbon AI backup power fuel.
Buy zone: $1.50–$2 near multi-year lows before LNG demand surge hits.

16. UEC (Uranium Energy Corp)
In-situ uranium recovery supplying domestic nuclear fuel for AI-era reactors.
Buy zone: $5–$7 low-cost producer positioned before domestic uranium mandate.

17. AROC (Archrock)
Natural gas compression services enabling steady fuel supply for AI data centers.
Buy zone: $20–$24 pullback into prior base before gas demand re-accelerates.

18. RUN (Sunrun)
Distributed solar and storage forming virtual power plants for AI grid relief.
Buy zone: $6–$8 washed out on rate fears; virtual grid narrative not priced in.

19. TPVG (TriplePoint Venture Growth)
Venture lending to clean energy startups powering the AI infrastructure buildout.
Buy zone: $3.50–$4 high yield entry before clean energy lending cycle turns.

20. PWR (Quanta Services)
Electric grid construction contractor building the infrastructure every AI data center needs.
Buy zone: $30–$35 multi-year support before $50B grid backlog fully reprices.

Remember, these have 2000%–5000% potential just like OKLO. When it ran from $7 to $170. My favorite is IONQ first public quantum company to exceed $100M in annual revenue, guiding $225–$245M for 2026, with $3.3B in cash and zero debt. It's operating at a fundamentally different scale than the others, which is why it's already broken above $40.

♻️ RESHARE this post and share 1 comment, and I'll DM you my analysis for LITE, POET and LWLG.

[Joe Pasco @deejayfuzzy]

@SuperLuckeee Shared

[Esther & Michael @SuperLuckeee]

$730 is SPY target right now, but after it will crash 20% says Tom Lee to $580.

When ON SALE, I'd add these 20 stocks:

1. $IONQ – Quantum computing leader with massive asymmetric upside
Buy zone: $20–25 = early-stage value accumulation

2. $IREN – Cheap energy + AI compute = powerful margin expansion
Buy zone: $25–30 = strong support + cost advantage

3. $ASTS – Space-based telecom disruptor with global scalability potential
Buy zone: $65–70 = high conviction accumulation

4. $CRWV – AI data center REIT riding infrastructure demand wave
Buy zone: $70–75 = early positioning before scale

5. $GOOG (Alphabet Inc.) – AI + search dominance with strong cash flow engine
Buy zone: $150–170 = major institutional demand zone

6. $BE (Bloom Energy) – Data center power demand drives long-term growth story
Buy zone: $120–130 = prior base + demand zone

7. $COIN (Coinbase) – Crypto infrastructure with leverage to bull cycles
Buy zone: $130–140 = strong cyclical support

8. $AAPL (Apple Inc.) – Ecosystem moat + AI integration tailwinds building
Buy zone: $220–230 = long-term value zone

9. $TSLA (Tesla) – AI + autonomy optionality with massive upside
Buy zone: $280–300 = strong psychological support

10. $LITE (Lumentum Holdings) – AI data flow bottleneck driving explosive growth
Buy zone: $500–550 = momentum continuation base

11. $NVDA (NVIDIA) – AI leader with unmatched demand and pricing power
Buy zone: $150–160 = institutional accumulation

12. $AMD (Advanced Micro Devices) – Competing in AI chips with strong upside leverage
Buy zone: $180–190 = breakout retest zone

13. $HOOD (Robinhood Markets) – Retail trading growth + monetization expansion
Buy zone: $60–65 = demand + growth inflection

14. $SOFI (SoFi Technologies) – Fintech scaling with improving profitability trends
Buy zone: $13–15 = early-stage base

15. $QS (QuantumScape) – Solid-state battery breakthrough potential long-term
Buy zone: $5–7 = speculative accumulation

16. $MU (Micron Technology) – Memory cycle + AI demand driving pricing power
Buy zone: $310–320 = cycle bottom support

17. $SNDK (Sandisk) – Storage demand surge from AI + data growth
Buy zone: $550–600 = structural demand zone

18. $ONDS (Ondas Holdings) – Private wireless + drone tech early growth phase
Buy zone: $5–6 = high risk accumulation

19. $NKE (Nike) – Global brand reset with margin recovery potential
Buy zone: $35–40 = long-term support

20. $COHR (Coherent Corp.) – Optical infrastructure play on AI data explosion
Buy zone: $220–230 = direct LITE sympathy play

♻️RESHARE this post & write 1 comment for my list of SMALL CAPS under $20.

[Esther & Michael @SuperLuckeee]

19 stocks I like most into April weakness.

99% chance SPY bottomed BEFORE US-IRAN war ends. So these are undervalued:

1. COIN $429.54 → ~$160 (-63%)
Buy: $140–170
Crypto beta + institutional adoption rising

2. HOOD $153.86 → ~$75 (-51%)
Buy: $65–85
Retail trading + crypto cycle leverage

3. SOFI $32.73 → ~$14.93 (-55%)
Buy: $13-$15
Fintech scale + profitability inflection

4. SNDK $777 → ~$650 (-16%)
Buy: $600–650
AI storage demand + pricing power

5. PLTR $207 → ~$160 (-23%)
Buy: $140–160
AI leader + government contracts scaling

6. ONDS $15.40 → ~$9.10 (-41%)
Buy: $8.00–$9.00
Defense drones + asymmetric warfare demand

7. IREN $76.87 → ~$45 (-40%)
Buy: $35–50
AI data centers + BTC leverage

8. CIFR $25.52 → ~$15 (-41%)
Buy: $12–16
AI pivot + high beta crypto upside

9. NBIS $141.10 → ~$75 (-48%)
Buy: $75–90
AI infrastructure + early cycle positioning

10. MU $471.34 → ~$320 (-32%)
Buy: $320–340
HBM demand + AI memory supercycle

11. ASTS $129.89 → ~$90 (-30%)
Buy: $75–95
Satellite-to-phone + massive global TAM

12. RKLB $99.58 → ~$70 (-30%)
Buy: $60–75
Space + defense contracts scaling globally

13. AMD $267.08 → ~$215 (-20%)
Buy: $190–220
AI chips + taking share from NVDA

14. ASML $1,547 → ~$1,200 (-22%)
Buy: $1,250–1,350
EUV monopoly + backbone of AI chips

15. TSM $390.21 → ~$320 (-69%)
Buy: $320–340
World’s chip factory + AI demand

16. GOOGL $349 → ~$295 (-15%)
Buy: $270–300
Search monopoly + AI monetization scaling

17. AVGO $414 → ~$300 (-27%)
Buy: $290-$300
AI infrastructure + elite cash flow machine

18. META $790 → ~$630 (-20%)
Buy: $550–$600
Ad dominance + AI engagement compounding

19. NVDA $212.70 → ~$185 (-13%)
Buy: $170–190
AI king + hyperscaler demand locked

♻️REPOST and share 1 comment if you're interested to know where my SPY target for this week is. I'll share it on Sunday.

[Joe Pasco @deejayfuzzy]

@terhyc Stock

[Esther & Michael @SuperLuckeee]

1 year ago, HOOD was trading at $8 and is up 1850%.

Right now, there's 1 stock that can return 5000% with the exact same set-up 🧵

[Joe Pasco @deejayfuzzy]

@SuperLuckeee "I do"

[Keith Groller @KeithGroller]

SIGHT & SOUND

Fantastic pregame show here at @BASDStadium before today’s game as the two high school bands and the four middle schools all were on the field at the same time. This is the Christmas City but also a great Music City.

[Joe Pasco @deejayfuzzy]

@SuperLuckeee SPY