dave

[dave @deewzzy]

@itsmichaelluu Let's get rich. Oracle hurt today 😩

[Michael | Hypermarkets @itsmichaelluu]

Exactly 1 year from now, you're a millionaire by doing only 1 thing in June:

1. Realize $MU earnings is on June 24.
2. $MU is still undervalued and going lower.
3. You add $MU when it crashes under $700
4. Choose $MU options that expiry 1-2 years
5. Buy and hold $MU OR
6. Put $500-$1000 into $VOO $QQQ each month (safest)

Remember, Trump is telling you what stocks to buy before they SPIKE:

- $NOW $85 →$400+
- $DELL $235 → $800+
- $MU $320 → $3000+
- $IBM $220 → $600+
- $INTC $20 → 400+

So its impossible not to be rich in 2027.

♻️ RESHARE this post and write 1 comment, I'll DM you what LEAP to buy for $MU so you can just buy and hold on this $SPY crash.

[dave @deewzzy]

@itsmichaelluu Love your analysis. How are you positioning

[Michael | Hypermarkets @itsmichaelluu]

$SPY crashed 3% in 1 day and everyone panicked.

It's going to crash at least 10% soon.

I'm adding these gems for 10x swing play:

(stocks returns yesterday vs past year)

1. $AMD: -2.5% | +315%
AI data center revenue +57% YoY. MI450 ramp begins.

2. $INTC: -3.9% | +466%
Turnaround trade. AI server CPUs finally printing real numbers.

3. $SNDK: -1.4% | +4,490%
NAND supply squeeze. No one saw this coming. Everyone missed it.

4. $ARM: -4.5% | +293%
Every AI chip runs on ARM. Royalty flywheel just getting started.

5. $TSLA: -7.7% | +43%
Robotaxi, humanoid, energy. Next decade belongs to full autonomy.

6. $BE: -9.5% | +1,273%
Fuel cells power AI data centers. Oracle deal changes the growth curve.

7. $NOW: -5.0% | -39%
AI workflow automation sleeper. Dip is the setup before the re-rate.

8. $ORCL: -6.4% | +64%
Cloud AI contracts printing. $345 high shows the ceiling hasn't been found.

9. $NVDA: -4.1% | +49%
Hyperscalers have no alternative. Jensen's decade is just beginning.

10. $AAOI: -12.5% | +1,093%
800G transceivers. AI optical backbone play hiding in plain sight.

11. $MRVL: -7.5% | +377%
Jensen said it. Next trillion-dollar company. Custom ASICs win the race.

12. $HPE: -6.8% | +96%
AI server demand exploding. Q2 blowout. Old tech, new AI hardware story.

13. $DELL: -3.0% | +329%
AI PC + server supercycle. Jim Cramer says it's Dell's decade. Hard to argue.

14. $QCOM: -3.0% | +96%
ByteDance AI customer. On-device AI just unlocked a new TAM.

15. $ASTS: -6.6% | +295%
Satellite-to-smartphone broadband. 3 billion potential subscribers.

16. $IONQ: -1.7% | +146%
Trapped-ion quantum. Defense contracts validating the commercial roadmap.

17. $RKLB: -4.0% | +355%
SpaceX IPO lifts all space boats. Neutron rocket = the next growth engine.

18. $NBIS: -8.4% | +459%
Jensen Huang's neocloud pick. Leopold Aschenbrenner's top holding. AI infra pure play.

19. $IREN: -5.5% | +598%
$3.65B GPU financing. Microsoft deal. AI cloud pivot fully underway.

20. $LITE: -8.6% | +975%
$NVDA invested $6.5B in photonics. LITE is the picks-and-shovels winner.

DO NOT MISS this dip opportunity, you don't have to be a genius to be a millionaire by 2030.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 5 stocks to buy to 10x my portfolio.

[dave @deewzzy]

@itsmichaelluu @SuperLuckeee How are you positioning your self

[Michael | Hypermarkets @itsmichaelluu]

Everyone is bullish right now. I'm not after June 15:

1. Large IPOs like $SPCX will trigger sell off.

$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — highest liquidity name dumped first during capital reallocation
$AMZN — mega cap growth sold to raise new IPO subscription capital
$DRAM — small ETF sees outflows as risk appetite shifts to IPOs
$SNDK — mid-cap storage name dropped as investors chase new listings

2. Kevin Warsh hawkish FOMC on June 17

$TSLA — high duration growth stock crushed by rising rate expectations
$IONQ — unprofitable quantum play reprices hard when discount rates rise
$RKLB — speculative space name hit hardest in risk-off rate environments
$BE — clean energy loses subsidy narrative appeal under hawkish Fed
$ASTS — pre-revenue satellite stock hammered when cost of capital rises

3. $MU $ORCL earnings is the peak of market

$MU — peak earnings historically precede 30-40% semiconductor drawdowns
$AMD — forward guidance cuts ripple across entire chip supply chain
$MRVL — data center demand narrative breaks on weak MU commentary
$NVDA — cycle top confirmed when memory peers signal inventory glut
$AAOI — optical interconnect demand collapses when AI capex narrative cracks

4. Midterm elections create market uncertainty

$NOW — enterprise SaaS multiples compress under policy and rate uncertainty
$VRT — data center infrastructure spending stalls on fiscal policy ambiguity
$LITE — optical component orders slow as capex decisions get delayed
$NBIS — small cap AI infrastructure name hit hardest by risk-off selling
$IREN — crypto mining equity crushed by regulatory uncertainty in midterms
$KEEL — low liquidity name sees outsized drawdown during election volatility
$TE — industrial connector demand weakens on macro uncertainty and delays

♻️ RESHARE this post and write 1 comment, I'll explain what the best $SPY put to take is.

[dave @deewzzy]

@itsmichaelluu What's the plan

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST for June 3, 2026

1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.

2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infrastructure momentum play.

3. $AVGO — $487 | Hitting 52-week highs, Q2 earnings tomorrow night. $550 target

4. $TE — $12.04 | Up 15% on offshore wind partnership, narrowing Q1 loss. $15+

5. $GOOG — $364 | Reversal watch, $80B equity raise creating overhead pressure.

6. $META — $600 | Failed $637 intraday, bearish wick — reversal watch setup.

7. $NVDA — $225 | Computex Huang keynote fuel, continuation off AI momentum. $240

8. $AMD — $516 | Breakout strength, TD Cowen raised target to $600.

9. $TSLA — $422 | Breakout holding, continuation play near session highs.

10. $DELL — $466 | Post-earnings AI gap-up, reversal or second-leg continuation.

11. $HPE — $58.94 | Record earnings gap from $44 to $64, high-volatility name.

12. $NOW — $125 | Failed $136 breakout, adding 2027 calls on the flush.

13. $ORCL — $241 | AI cloud momentum, accumulating 2027 calls on dips.

14. $AAOI — $158–185 | High-beta optical play, 800G AI demand ramp incoming.

15. $NOK — $16.25 | Up 9.5%, AI and Cloud revenue grew 49% YoY last quarter.

16. $NBIS — $271 | Leopold Aschenbrenner fund disclosed major stake, AI cloud infrastructure play. Adding calls for $300+

♻️ RESHARE this post and write 1 comment, I forgot to add $NOW $ORCL so I'll DM you my plan for it.

[dave @deewzzy]

@itsmichaelluu Let's get it!

[Michael | Hypermarkets @itsmichaelluu]

Noone is focused on $HPE earnings this week.

In 1 month, $HPE spiked 125% from $20 → $45.

Earnings is exactly like $DELL:

• Revenue expected to surge 28% YoY to $9.77B one of the biggest growth quarters in HPE's history

• Networking revenue already exploded 152% YoY in Q1 Juniper acquisition turned HPE into an AI networking powerhouse

• Data center networking revenue specifically up 382.6% the AI buildout has found its backbone
AI backlog crossed $5B and 64% of orders are enterprise/sovereign, NOT hyperscalers. That's durable, diversified demand

• HPE raised full-year EPS guidance to $2.30–$2.50 and lifted networking revenue growth target to 68–73%

• Networking operating margins hit 23.7% in Q1 if that holds tonight, this stock re-rates immediately

• Q3 is expected to be the biggest AI revenue quarter tonight's print is just the setup, not the peak

• HPE has beaten EPS estimates 88% of the time and revenue 75% of the time the base rate is on the bull's side

♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $HPE just like $DELL.

[dave @deewzzy]

@itsmichaelluu What's the conviction?

[Michael | Hypermarkets @itsmichaelluu]

$ORCL earnings is on June 10 and its the last tech play before $MU.

Why?

• EPS expected: $1.92–$1.96 (+15–17% YoY)
• Revenue expected: ~$19.1B (+18–20% YoY)
• Cloud growth projected at 44–48%
• RPO backlog exploded 300% YoY to $553B
• FY2027 revenue target raised to $90B
• AI + cloud demand still accelerating
• Partnerships with $GOOG, $MSFT & $AMZN growing stronger
• Massive AI infrastructure buildout already underway

♻️ RESHARE this post and write 1 comment, I'll DM the calls I want to buy.

[Michael | Hypermarkets @itsmichaelluu]

CHEATSHEET so you don't sell early $SPY ever again:

Remember, $SPY has to pull back to go higher so a red candle is perfect for a stronger move up.

[Justin Banks @RealJGBanks]

FREE TRADE IDEAS FOR 5/18

$NOW Hold 95-92 target 105 -> 6/18 105C

$ASTS Break 86 target 91 -> 6/18 100C

$FIG Hold 22-21 Target 25 -> 7/17 25C

$RDW Hold 13-12.30 target 15 -> 7/17 15C

$NVTS Break 24 target 30 -> 6/18 25C

HIT THE ❤️ IF YOU WANT MORE LIKE THIS

$SPY $TSLA

[Michael | Hypermarkets @itsmichaelluu]

CEO $NVDA says to buy sustainable energy stocks.

$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.

Right now, these 16 stocks have the exact set-up:

1. $PLUG — Price: ~$3.76 | Target: $30
Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely.

2. $FLNC — Price: ~$20 | Target: $65
Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations.

3. $ARRY — Price: ~$10 | Target: $40
Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide.

4. $SHLS — Price: ~$10 | Target: $32
Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure.

5. $RUN — Price: ~$14.00 | Target: $50
Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges.

6. $CSIQ — Price: ~$17.87 | Target: $80
Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids.

7. $BEP — Price: ~$35 | Target: $200
Global hydro, wind, solar & nuclear operator $BE
partnered with Bloom Energy in a $5B deal to co-build AI power factories.

8. $CWEN — Price: ~$38 | Target: $120
10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers.

9. $JKS — Price: ~$25.00 | Target: $50
One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid.

10. $DQ — Price: ~$20.00 | Target: $35
Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts.

11. $HASI — Price: ~$42 | Target: $80
Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators.

12. $EOSE — Price: ~$8 | Target: $24
Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads.

My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE.

BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again.

♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.

[Michael | Hypermarkets @itsmichaelluu]

1 year ago, $LITE was at $40. It's up 2600% so far at $1040.

Here's 15 stocks surging right now like $LITE:

1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for me)

Signed a major MOU with $AMD to build a governed Enterprise AI Cloud for regulated industries. Returned to GAAP profit for the first time in years. $PLTR partnership added. Wall Street scrambled to reprice the whole story overnight.

2/ $MRAM — Everspin Technologies up +285% this quarter

Locked in a $40M defense subcontract to supply Toggle MRAM memory technology to the U.S. defense industrial base. Then signed a foundry deal with Microchip Technology for onshore production. Defense + AI memory + domestic supply chain. Perfect catalyst stack.

3/ $DGXX — Digi Power X up +258% this quarter

Announced a $2.5B colocation deal with Cerebras Systems to power an AI data center campus in Alabama. Then Cerebras filed for the biggest IPO of 2026. Retail flooded in. AI infrastructure on a thin float — you do the math. Stocktwits

4/ $AMBQ — Ambiq Micro up +125% this quarter

Revenue surged 59.3% driven by new product launches and higher average selling prices. Makes ultra-low-power edge AI chips that run AI workloads directly on devices without the cloud. Every smart wearable, AR headset, and sensor needs this. TradingView

5/ $VPG — Vishay Precision Group up +59% this quarter

Precision sensors and measurement tech riding the industrial automation and defense spending wave. Onshoring is forcing manufacturers to upgrade equipment. Quiet compounder that finally got re-rated as reshoring capital floods in.

6/ $VSTS — Vestas Wind Systems up +41% this quarter

Record 2025 revenue and EBIT driven by strong onshore performance, a robust order backlog, and improved cash flow. Europe's AI data center buildout needs massive clean power around the clock. Wind is the answer and Vestas builds the turbines. StockAnalysis

7/ $FCEL — FuelCell Energy up +130% this quarter

Surged after investor optimism grew around massive electricity demand from AI-focused data centers, driving a broad rally across the fuel cell sector. Just launched a 12.5MW fuel cell platform built specifically for data centers that can't wait on the grid. StockStory

8/ $BAK — Braskem up +17% this quarter

Brazil's largest petrochemical company obliterated earnings estimates that expected a loss. Commodities recovery + falling Brazilian interest rates + China trade deal optimism. Classic beat-and-gap setup on a name nobody was watching.

9/ $DDD — 3D Systems up +38% this quarter

US-China trade tensions are forcing manufacturers to reshore production fast. 3D printing is the fastest way to rebuild domestic supply chains. Defense, aerospace, and medical contracts are accelerating. Trump tariff trade with a real catalyst behind it.

10/ $ROMA — Romeo Power up +286% this quarter

EV battery tech turnaround story on a thin float with heavy retail attention. Classic small-cap momentum squeeze. The quarterly gain tells you everything about what happens when retail finds a low-float name with a clean chart and a good story.

11/ $IPI — Intrepid Potash up +36% this quarter

America's largest domestic potash producer quietly returned to profitability. Iran war is choking global fertilizer supply chains. Food security is now a national security issue. Domestic ag inputs just became a geopolitical trade.

12/ $Q — Quintana Energy Services up +54% this quarter

Oil and gas field services company printing money as drilling activity surges. Iran war keeps oil above $80. Every barrel needs to be drilled and Quintana provides the equipment to do it. Picks-and-shovels on the energy price shock.

13/ $KOPN — Kopin Corporation up +127% this quarter

Secured a https://t.co/gGkk4MgHnT deal with a $15M initial order, exclusive manufacturing rights, and a 19.9% equity stake, dropping Kopin into the AI data center buildout. Then added a $21.5M follow-on defense contract. AI + defense on a single micro-cap ticker. StocksToTrade

14/ $BUUU — B2Digital up +114% this quarter

MMA and combat sports media platform getting swept up in the small-cap momentum wave. Retail traders found it, the float is thin, and the quarterly chart did the rest. Pure momentum — respect the move but know what you own.

15/ $ESOA — Energy Services of America up +50% this quarter

Revenue hit a company record with full-year revenue of $411M, up 16.8% year-over-year. Builds pipelines, utility infrastructure, and power systems. Every AI data center and energy project needs ground-level construction. The boring pick that keeps winning.

My favorite one on this list and I want to add $RXT Nov 2026 $7 call options here (or shares). They have a big deal with $AMD.

♻️RESHARE this post and make 1 comment for my top 20 beaten down stocks like $POET $QS $SOFI

[Justin Banks @RealJGBanks]

Most traders spent today chasing random pumps.

My momentum scanner had these before the move even started:

$INTC
$AEHR
$MARA
$SPIR
$MU

You do not need 100 indicators.

You need to know what to look for.

Filter posted below.

[Justin Banks @RealJGBanks]

🚨 IF YOU MISSED $MU AND $SNDK…

Here’s the next layer of the AI memory trade:

Memory:
$MU $WDC $STX $SNDK

Controllers:
$RMBS $SIMO $ATOM

Packaging / Testing:
$AMKR $FORM $CAMT

Next-Gen Memory:
$MRAM $GSIT $NVEC $NLST

Optical / Interconnect:
$LITE $AAOI $COHR $CIEN $MRVL $GLW

Edge AI:
$QUIK $CEVA $SYNA

AI Infra:
$SGH $SKYT

Power:
$POWI

Future-Tech:
$LWLG $AXTI

[dave @deewzzy]

@itsmichaelluu Avav

[dave @deewzzy]

@itsmichaelluu Oracle