DIYDPT

PT, Movement Expert, Real Estate Investor, Day Trader, Home Projects, Dada and Husband

[DIYDPT @diydpt]

@Amy787 @CharlesSchwab actually had the audacity to take away half of the few allotted shares they gave me. I called and they said they “misallocated” shares to my account after they were there all of Friday’s trading session.

[DIYDPT @diydpt]

@itsmichaelluu Thanks for sharing your analysis

[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.

[DIYDPT @diydpt]

@itsmichaelluu Thanks again!

[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.

[DIYDPT @diydpt]

@itsmichaelluu You are the Oracle, I hope to be Neo. Thanks for sharing your analysis

[Michael | Hypermarkets @itsmichaelluu]

2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.

My target at least $200+ when $SPCX IPOs.

Right now, $ORCL is the most obvious play. Its earnings is on June 10 then $MU on June 24.

This year, I explained these would 10x-20x:

$INTC — $AAPL chip deal + foundry turnaround tripled the stock in months (Trump)
$DELL — Pentagon contract + AI server orders created a multi-catalyst monster (Trump)
$MU — HBM memory sold out through 2026, AI supercycle just getting started (Trump)
$NOW — Enterprise AI agents replacing entire IT workflows, 22% revenue growth accelerating (Trump)
$PLTR — Government + commercial AI contracts exploding, revenue up 56% in 2025 (Trump call)
$TE — nuclear power is the only answer to AI's insatiable electricity demand (Leopold call)

♻️ RESHARE this post and write 1 comment, I'll DM you my exact 1000% play for $ORCL

[DIYDPT @diydpt]

@itsmichaelluu Thank you for posting your research and analysis

[Michael | Hypermarkets @itsmichaelluu]

President Trump is now investing billions into drones.

He is replacing Chinese technology in military.

Here's 7 companies with 10x-20x probabilty:

1. $ONDS — Iron Drone Raider
→ Autonomously intercepts hostile drones mid-air using a net (no jamming)
→ Customers: Middle East military, UAE, NATO Europe, U.S. public safety
→ Revenue up 555% YoY. $14.4M in defense orders in 2024 alone.

2. $AVAV — Switchblade 600 + Puma
→ Tube-launched kamikaze drone that destroys armored targets on impact
→ Customers: U.S. Army, Marine Corps, Italy MoD, NATO allies, Ukraine (via FMS)
→ $874M Army contract + $990M Switchblade IDIQ. Scaling to 1,200 units/month.

3. $KTOS — XQ-58A Valkyrie
→ High-subsonic combat drone that flies alongside F-35s as a loyal wingman
→ Customers: U.S. Air Force, U.S. Marine Corps, Space Force, international militaries
→ $231.5M Marine Corps contract + $1.45B Pentagon prime. Revenue $1.3B (+19% YoY).

4. $AVEX — Group 3 OWA UAS
→ 3D-printed one-way attack drone built for GPS-denied environments at scale
→ Customers: U.S. Air Force
→ $18.5M Air Force contract (May 2026). Just raised $320M in April 2026 IPO.

5. $UMAC — NDAA-compliant drone components
→ Not a drone maker — they're the supply chain. Motors, FPV systems, flight controllers that replace banned Chinese parts.
→ Customers: U.S. Army, Red Cat Holdings, DoD Blue UAS approved vendors
→ $12.8M Army component deal. Florida motor factory coming online.

6. $RCAT — Black Widow + FANG FPV
→ Soldier-portable recon drone + FPV strike drone for platoon-level ops
→ Customers: U.S. Army (Program of Record), NATO, Air Force Special Ops
→ Army acquisition target: 5,880 Black Widow units over 5 years.

7. $DPRO — Flex FPV + Commander 3XL
→ Tactical FPV drones deployed with active U.S. Army units — they also teach soldiers to build them in the field
→ Customers: U.S. Army, Dept of War units, Asia-Pacific military, Babcock International
→ Production scaling from $5M to $100M capacity in 2026.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 2 drone companies to be bought by Trump.

[Michael | Hypermarkets @itsmichaelluu]

1 year ago, Trump bought $INTC at $20 and now its going to $200+ by year end.

$INTC was losing $1 billion per quarter, but now they partnered with $AAPL.

Here's Trumps 12 favorite stocks to buy:

1. $DELL — Buy Zone: $180–$200
AI server demand exploding. Dell powers enterprise AI infrastructure, government compute, and sovereign cloud expansion.

2. $CSCO — Buy Zone: $75–$80
Critical networking backbone for AI data centers, cybersecurity, government infrastructure, and enterprise communications dominance.

3. $NOK — Buy Zone: $8–$9
5G infrastructure, secure telecom networks, and Western alternatives to Chinese communications equipment are strategic priorities.

4. $TSLA — Buy Zone: $360–$370
American robotics, autonomous AI, energy storage, and manufacturing leadership all tied into one company.

5. $ASTS — Buy Zone: $50–$60
Space-based cellular infrastructure could become critical American communications and defense technology.

6. $IONQ — Buy Zone: $25–$35
Quantum computing race versus China. Massive long-term implications for cybersecurity, military, and AI acceleration.

7. $LMT — Buy Zone: $420–$440
Defense AI, missile systems, aerospace dominance, and military infrastructure remain core U.S. strategic priorities.

8. $NVDA — Buy Zone: $160–$170
AI compute king powering American hyperscaler leadership.

9. $PLTR — Buy Zone: $110–$120
Government AI operating system deeply connected with defense and intelligence growth.

10. $ORCL — Buy Zone: $130–$140
Sovereign cloud and national AI infrastructure expansion accelerating globally.

11. $AMD — Buy Zone: $132–$148
Critical US AI chip competitor helping reduce dependence on foreign manufacturing.

12. $RKLB — Buy Zone: $19–$24
Space and defense infrastructure becoming increasingly important for national security dominance.

Remember, Trump is investing back into US companies for dominance. For DELL, I'd add Dec 2028 $350 calls (for a buy and hold play).

♻️RESHARE this post and share 1 comment for my KEY SUPPORT LEVELS for when SPY crashes in May/June.

[DIYDPT @diydpt]

@Zevia Joe Rogan said he drinks Zevia. $ZVIA should advertise with Joe Rogan.

[DIYDPT @diydpt]

@AlpacaAurelius All the pesticides, herbicides and industrials run off into the rivers (Mississippi). These waterways and the Gulf coast is likely concentrated with stuff that wrecks the human body at a cellular level.

[DIYDPT @diydpt]

@vulturetrades $SPY

[DIYDPT @diydpt]

@vulturetrades $SPY

[Salma @salmaogs]

If only someone posted $TSLA flow before the move🤗👀

[DIYDPT @diydpt]

@clintoptions $SPY

[Sun Liao @sunxliao]

$SATL the stock market is a device for transferring money from lettuce hands to blue diamond hands. 🫡📈

[DIYDPT @diydpt]

@AlpacaAurelius Homemade sourdough crust pizza

[DIYDPT @diydpt]

@vulturetrades Trade

[DIYDPT @diydpt]

@Alaskacryptogi1 @JOKAQARMY1 Do you have any good resources for storage in Alaska?