“If you don’t find a way to make money while you sleep you will work until you die.” Warren Buffett on #Bitcoin
“Know what you own, and know why you own it.” Peter Lynch on #Bitcoin
#Bitcoin has outperformed #Gold by 100x over the past decade. The next decade will witness the complete digital transformation of gold to bitcoin, and the demonetization of the precious metals asset class.
🇦🇷 Happy 39th Birthday to the greatest player to ever do it: Lionel Messi.
Still cooking at 39.
For Argentina at the World Cup: already the all-time top scorer with 18 goals, including a hat-trick in the group stage.
Career numbers that break the game:
- Over 910 club + country goals
- 8 Ballon d’Or trophies
- World Cup winner
- 2x Copa América champion
- 4x Champions League
- 10x La Liga titles
The little kid who was told he was too small to play football keeps rewriting history at an age when most players are retired.
Still the magician. Still the GOAT.
Writer: Sol
There's 1 more bottleneck more massive then $MU $SNDK $WDC $STX $DRAM for memory.
It's in $AI networking and advanced packaging, only a few experts are discussing this right now.
Remember In 1 year...
$ARM $100 → $440 — licenses chip architecture powering nearly every AI mobile and edge device
$AVGO $145 → $420 — custom AI silicon for hyperscalers plus networking chips tying clusters together
$AMD $80 → $540 — MI-series GPUs becoming the real second source to $NVDA compute
$AEHR $7 → $115 — burn-in test equipment demand scales directly with AI chip production volume
$AAOI $8 → $190 — optical transceivers move data between GPUs as cluster bandwidth needs explode
This one is next $AMKR for advanced packaging and read my notes...
♻️ RESHARE this post and write 1 comment, I'll DM you the call option I will add for $AMKR.
In February 2023, I said buy $NVDA at $18 before AI explosion.
Then I called out:
$MU at $80 → $1150
$ASTS at $2 → $130
$IONQ at $7 → $72
$DRAM at $25 →$76 (safest play so far)
Right now, these are still super cheap:
$NOW at $95
$NBIS at $287
$AAOI at $162
$AVGO at $411
$META at $574
$WDC at $754
♻️ RESHARE this post and write 1 comment, I'll share my favorite stock under $10 to 10x.
Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.
2. $BE ~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.
3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.
4. $NVDA ~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.
5. $QCOM ~$204 | Buy zone: $180–$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.
6. $ORCL ~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.
7. $INTC ~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.
8. $GOOG ~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.
9. $MSFT ~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.
10. $META ~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.
11. $AAOI ~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.
12. $LITE ~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.
13. $PLTR ~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.
14. $MRVL ~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.
15. $AMD ~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.
16. $IREN ~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.
17. $NBIS ~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.
♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.
@iV_trader When are you coming back to TWI Discord? SPX has been out here freestyle trading without your roadmap… and I’m over here lost like a tourist with no GPS 😅 I miss your game plan!
@mataetrades Dear Matae,
Man… that $CAR short from 700 down to 460?! That wasn’t just a trade—that was a full-on GRAND SLAM, bat flip included ⚾🔥
Wall Street called… they want their money back 😂
Enjoy the victory lap and have an awesome day! God bless you 🙏💰🚀🔥
@iV_trader Happy birthday!🎉🎂 Go enjoy your blessed day like a true legend — no charts, no SPX stress, just cake and good vibes.But don’t get too comfortable… I’m patiently waiting for you to come back fully recharged with that elite SPX model like a market wizard. 🙏👍🎉🎂
@iV_trader Brooo, thanks for that grizzly-level bearish conviction 🐻😂 went full believer mode and grabbed a few SPX & SPY puts right before close—basically trusting the prophecy at this point.
Seriously though, I love how you break everything down with that confidence and detail, 🔥📉🐐