Dr. Sams

Christian, Researcher, Author, Investor.

[Dividend Talks on YouTube @DividendTalks]

$MSFT at a 20x is a joke….

[Dr. Sams @IhomTalks]

I am certainly buying this dip $NOW

[Dr. Sams @IhomTalks]

If there's just one stock I could buy and hold for the next 10 years, it's $MU

[Dr. Sams @IhomTalks]

IF YOU ARE LOOKING AT INVESTING PER SECTORS.

Memory: $MU $WDC $DRAM

Semis: $NVDA $AMD $ON

Networking: $ANET $MRVL $CRDO

Photonics: $AAOI $GLW $COHR

Infrastructure: $DELL $SMCI

Data Centers: $IREN $CRWV $NBIS

Software: $MSFT $NOW $PLTR

Drones: $ONDS $RCAT $AVAV

Space: $SPCX $RKLB $RDW $UFO

Quantum: $IONQ $QBTS $INFQ

Nuclear: $OKLO $LEU $CCJ

Fintech: $HOOD $SOFI

[Dr. Sams @IhomTalks]

@TimeyinI No one lives there anymore 😔

[The Assembly @InTheAssembly]

5 Japanese stocks you should be watching.

Each one sits at a bottleneck of the global supply chain. None of them are in any US ETF.

Here they are:

[Ben Kelly @benkellyone]

Working at JP Morgan taught me one thing:

Owning beats earning.

If you want to set yourself financially free…

Steal these 7 wealth secrets from JP Morgan's top 1% elites:

[Arsenal @Arsenal]

This belongs to all of us.

[Penguin Trades @penguinTrades74]

$VSH Vishay Intertech might be one of the cleaner “AI picks-and-shovels” names hiding outside the obvious GPU trade.

Vishay makes the boring but critical stuff behind electrification and high-speed hardware — resistors, capacitors, inductors, diodes, MOSFETs, sensors, and power components.

The AI angle is not “they sell GPUs.”

It’s second-derivative AI exposure.

More AI data centers means more demand around power delivery, thermal management, optical transceivers, RF modules, and advanced packaging.

Vishay’s new thin-film submount platform directly touches optical, RF, and high-speed packaging use cases. Earnings are also coming May 13, so attention is building.

Not flashy. Very relevant.

Quiet AI infrastructure name. ⚡

[Dr. Sams @IhomTalks]

Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +252%
Micron $MU: +230%
Planet Labs $PL: +214%
Sofi $SOFI: +190%
Hims & Hers $HIMS: +184%

[Sunil Gurjar, CFTe @sunilgurjar01]

Important Candlesticks!👇🎯

#trading

[Lin @Speculator_io]

The Pentagon is planning to spend $75 billion on drones:

Military Drones
$ONDS Ondas
$AVEX Aevex
$KTOS Kratos
$SWMR Swarmer
$RCAT Red Cat
$AVAV AeroVironment
$AIRO AIRO
$PRZO ParaZero
$DRSHF DroneShield

Commercial Drones
$UMAC Unusual Machines
$DPRO Draganfly
$FLT Volatus Aerospace
$PAOTF Parrot

Drone Sensors
$TDY Teledyne
$HON Honeywell

Drone Software
$PDYN Palladyne
$ZENA ZenaTech

Drone Delivery
$AMZN Amazon

eVTOL
$ACHR Archer
$JOBY Joby
$EH EHang
$EVTL Vertical Aerospace

Industrial Aerospace and Defense
$LMT Lockheed Martin
$NOC Northrop Grumman
$BA Boeing
$RTX Raytheon
$LHX L3Harris
$HO Thales
$LDO Leonardo
$TXT Textron
$EADSY Airbus

Agriculture
$TRMB Trimble
$UAVS AgEagle

[Oguz Erkan @oguzerkan]

Stanley Druckenmiller: “I like putting all my eggs in one basket.”

Concentration is the most underrated investment advice.

My portfolio had a great month because I was heavily concentrated on $NBIS, $AMD and $AMZN.

When you concentrate on exceptional companies bought at discount, you see the downside as just volatility, and upside as inevitable.

Don’t be afraid of concentrating on your best ideas.

As Buffett once said, “nobody gets rich on their 20th best idea.”

[Evan @StockMKTNewz]

All these stocks hit new 52 WEEK HIGHS at some point today

$AMD
Marvell $MRVL
Avis Budget $CAR
Western Digital $WDC
Analog Devices $ADI
Vertiv $VRT
Dell Technologies $DELL
Texas Instruments $TXN
Cisco $CSCO
Applied Optoelectronics $AAOI
ON Semiconductor $ON
Nokia $NOK
Ciena $CIEN
Terawulf $WULF
KLA Corp $KLAC
Arista $ANET
Teradyne $TER
Celestica $CLS
Hewlett Packard $HPE
Tower Semiconductor $TSEM
GlobalFoundries $GFS
Coherent $COHR
Steel Dynamics $STLD
CSX $CSX
Target $TGT
Hut 8 $HUT
FedEx $FOX
Comfort Systems $FIX
eBay $EBAY
SiriusXM $SIRI
Five Below $FIVE
Quanta $PWR
Cummins $CMI
Ross Stores $ROST
Lattice Semiconductor $LSCC
Entegris $ENTG
Monolithic Power $MPWR
United Microelectronics $UMC
Viavi Solutions $VIAV
State Street $STT
Amkor Technology $AMKR
EchoStar $SATS
Vicor $VICR
FormFactor $FORM
Nucor $NUE
Roku $ROKU
Old Dominion Freight $ODFL
Jabil $JBL
MKS Instruments $MKSI
Digital Realty $DLR

[Shay Boloor @StockSavvyShay]

WHERE THE ENTERPRISE AI STACK IS BEING BUILT

1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127

2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface

3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web

4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

[The Analyst @MMatters22596]

15 best innovative smallcaps to watch for 2026:

1. $KRKNF | Robotics/Defense (Anduril)
2. $EOS.AX | Counter-Drone Lasers
3. $EOSE | Energy storage
4. $SMR | Small-nuclear-reactors
5. $ZETA | AI-marketing software
6. $LUNR | Space Infrastructure/Moon
7. $RDW | Defense/Space Infrastructure
8. $MDA | Robotics/Space
9. $ONDS | Defense-Autonomy
10. $DRO | Counter-drone-tech
11. $TE | Solar/Battery tech
12. $FLY | Rocket-launches
13. $OUST | Lidar technology
14. $PGY | AI-powered credit network
15. $HSAI | Lidar (Robotics/Autonomous driving)

Any others that deserve to be on this list?

[Dr. Sams @IhomTalks]

These are the companies supplying SpaceX:

$AA ($67) - Aluminum. Largest producer outside China. The structural backbone of every launch vehicle.

$ATI ($163) - Titanium. 27% aerospace market share. Just doubled capacity. 68% of revenue from aero/defense.

$FCX ($70) - Copper. Largest publicly traded copper miner. Powers every system on the space stack.

$MP ($64) - Rare earths. Only scaled U.S. mine and processor. Feeds satellite and propulsion supply chains.

$TECK ($59) - Diversified critical minerals. Copper, zinc, and steelmaking coal tied to the full industrial buildout.

[Elon Musk @elonmusk]

Ascension

[Shay Boloor @StockSavvyShay]

AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE

Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles.

Nuclear will anchor the baseload with $OKLO, $SMR, $BWXT & $CEG delivering nonstop clean power straight to AI campuses while upstream fuel supply from $CCJ, $UUUU & $LEU secures the inputs that make long-duration nuclear viable.

Transmission, turbines & cooling will close the loop with $VST, $GEV & $VRT expanding the grid and infrastructure that move the energy behind AI’s next decade.

Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG capacity to guarantee uninterrupted power for AI loads.

Renewables like $FSLR, $BE & $NEE will drive marginal cost of compute lower by supplying cheap daytime energy that feeds grid-scale storage.

[Daily Mail US @Daily_MailUS]

NASA astronaut finds GOD after returning to Earth: Reid Wiseman breaks down in tears after seeing a cross