$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.
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When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating
2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story
3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact
4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area
5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY
6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff
7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart
8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building
9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact
10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips
11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact
12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level
13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind
14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation
15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever
16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst
Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.
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1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like SNDK:
1. $POET — $11.19 🎯 PT: $80
Optical interconnects that replace copper inside AI data centers.
Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem
Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026
2. $NOK — $12.82 🎯 PT: $15
5G + optical networking backbone for every hyperscaler buildout.
Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone
Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand
3. $EOSE — $8.70 🎯 PT: $30
American-made zinc batteries powering the grid AI data centers drain.
Customers: Utilities, IPPs, CAISO & ERCOT grid operators
Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027
4. $DGXX — $6.45 🎯 PT: $30
Building GPU data centers to rent compute directly to AI companies.
Customers: Cerebras Systems (AI chip maker)
Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion
5. $LWLG — $16.41 PT: $120
Electro-optic polymers that make AI fiber speeds physically possible.
Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3
Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026
6. FLNC — $24.50 🎯 PT: $28
Battery storage that keeps AI data centers powered without grid failure.
Customers: Two major hyperscalers (MSAs just signed), utilities globally
Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026
7. $PLAB — $49.50 🎯 PT: $55
Photomasks for every advanced AI chip no mask, no chip, period.
Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain
Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes
Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth.
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$SPY
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Warren Buffett: 🐐
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$SPY
Tomorrow morning I am buying $50,000 worth of calls on this stock.
If you do not know, Amazon, Google , Meta , Tesla and Apple have invested over $100 BILLION DOLLARS combined into Ai and now the Data Center Race has started.
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