THE MAIN THEMES IN ENERGY
Solar
$ENPH Enphase Energy
$FSLR First Solar
$SHLS Shoals Technologies
$TE T1 Energy
$SEDG SolarEdge Technologies
$NXT Nextracker
Battery Storage & Infrastructure
$FLNC Fluence Energy
$FPS Forgent Power Solutions
$ALB Albemarle
$BE Bloom Energy
$NEE NextEra Energy
$BN Brookfield Corporation
$AAOI - Strong Buy
$MRVL - Strong Buy
$SIDU - Strong Buy - Small Cap/Space
$ASTS - Strong Buy - Space Theme
$EOS.AX - Strong Buy
$KEEL - Strong Buy
$KRKNF - Buy
$NBIS - Strong Buy
$HYLN - Strong Buy
$RCAT - Super Undervalued/ Strong Buy
$NOW - Strong Buy
$AVGO - Discounted Price/Strong Buy
$IREN - Strong Buy x5-10 Potential
$CIFR - Strong Buy
$OSCR - Buy
$OPEN - Strong Buy
$ASST - Buy - Greatest Crypto Treasury
$ONDS - Strong Buy - Discounted Price
$POWI - Strong Buy
$RKLB - Strong Buy - Space Theme
💫 All of these names are trading at discounted prices and I truly believe have potential to give extraordinary gains within the next decade. Save this and come back in a few years 💫
** Before buying always do your own DD and wait for pullbacks and dips before entering. If holding long term, try to lower your DCA on dips. ✔️
$APLD signed a 15-year AI data center lease with a U.S. hyperscaler for 210MW at Delta Forge 2 adding ~$5.2B of contracted revenue.
Applied Digital now has ~$36B contracted across five AI Factory campuses with 1.4GW of contracted IT load and 2.15GW of utility power.
The setups I'm watching closely on this drop.
1. $SOFI
Heavy insider buying from the CEO.
Down 50% from highs.
Weekly Indicators suggesting massive trend-shift.
2. $CRWV
One of the cheapest AI-Infrastrcture plays.
$99B Backlog and $NVDA partnership.
Setting up for a HUGE move to the upside.
3. $PLTR
The best AI-Software Pureplay wedging into support.
You can't ignore a setup like this.
Next target is $250.
4. $IREN
One of the highest potential plays among data-centers.
Chart seems to be setting up for an $NBIS type of move here.
Confirmation of execution via a hyperscaler deal could send this through the roof.
$NOW --- In late May, ServiceNow’s board officially approved a massive $50 billion share repurchase program. This marks the largest buyback in the company’s history, sending a powerful signal to the market: management believes the stock is deeply undervalued, and the firm boasts exceptionally robust and steady free cash flow.
At Knowledge 2026, $NOW unveiled its brand-new AI Control Tower and Action Fabric architecture designed for external AI agents. Meanwhile, NOW has recently announced a string of deep AI strategic partnerships with AWS, Experian, Snowflake and Wipro, embedding intelligent workflows into the core infrastructure across diverse industries.
1.Unrivaled customer stickiness and irreplaceable value
ServiceNow’s core strength lies in its unified digital workflow platform, which consolidates fragmented internal processes spanning IT, HR, customer service, legal and finance. Over 85% of Fortune 500 companies rely on its systems as an integral part of daily operations. Its renewal rate consistently stays above 98%, equipping the business with strong resilience through market cycles.
2.Expanding total addressable market (TAM) via strategic acquisitions
ServiceNow is tapping into new growth verticals through a disciplined acquisition strategy. Earlier this year, it closed the purchase of Armis and continues integrating assets including Moveworks, Veza and Pyramid Analytics. While Armis will temporarily weigh on subscription gross margin by roughly 25 basis points and drag on free cash flow by around 200 basis points in 2026, the deal instantly expands ServiceNow’s footprint into the high-growth enterprise unified security stack and data governance sectors, greatly lifting its long-term revenue ceiling.
3.Pricing flywheel driven by AI Pro tier
ServiceNow stands out among software firms for successfully monetizing AI with direct upside to average revenue per user (ARPU). Its Premium and Pro tiers with built-in generative AI command approximately a 60% price premium over standard plans. As enterprises shift from AI experimentation to real productivity adoption in 2026, existing customers are upgrading legacy contracts, driving a sharp second surge in ARPU without relying on new customer acquisition.
Rule of 40
$SNDK: 312
SK Hynix: 270
$MU: 265
The vast majority of companies do not even score 70. Memory is not competing with semiconductors. Memory is competing with nobody. $DRAM
$HOOD.
- trump accounts official launch is july 4th!!
- world cup + prediction markets
- no more PDT rule = more trading activity
- vlad tenev: “prediction market supercycle” coming
- insider BUYING recently
Why now?
Welp, on the predication markets angle...we have midterm elections and the biggest sporting event on earth happening within months of eachother, AND the world cup in in north america (ideal for robinhood).
Also, it's america's 250th birthday on July 4th...trump accounts officially launch that day...you don't think there's a possibility of a "trump accounts" or $hood mention in a big speech. Non-zero possibility for sure.
The elimination of the PDT rule is bigger than most people think. Fewer restrictions = more activity...more activity = more engagement...more engagement = more revenue. Way more.
Not to mention one of the largest open-market insider purchases Robinhood has seen in years...from one of the smartest fintech investors out there.
Cmon. This has all the pieces of a banger. Reeks of asymmetry.
$HOOD currently at $84.78
President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Compute~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Neo-Cloud ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models - $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications - $PLTR, $TSLA, $NOW, $SNOW, $CRM
The AI themes expansion over the next 6 months will be life changing for many.
Don’t miss out…