Parth Dudhat

[Michael | Hypermarkets @itsmichaelluu]

Exactly 1 year from now, you're a millionaire by doing only 1 thing in June:

1. Realize $MU earnings is on June 24.
2. $MU is still undervalued and going lower.
3. You add $MU when it crashes under $700
4. Choose $MU options that expiry 1-2 years
5. Buy and hold $MU OR
6. Put $500-$1000 into $VOO $QQQ each month (safest)

Remember, Trump is telling you what stocks to buy before they SPIKE:

- $NOW $85 →$400+
- $DELL $235 → $800+
- $MU $320 → $3000+
- $IBM $220 → $600+
- $INTC $20 → 400+

So its impossible not to be rich in 2027.

♻️ RESHARE this post and write 1 comment, I'll DM you what LEAP to buy for $MU so you can just buy and hold on this $SPY crash.

[Alexander @Mdkhurshed76417]

🤯 25 Mind-Blowing AI Tools You Need to Try in 2026.

1. https://t.co/1mtlqlXWMH – solves anything
2. https://t.co/ILFM3VcVws – rank higher on Google, ChatGPT, Claude, Etc!
3. https://t.co/XmNw5TFsMt - create viral AI videos that you can monetize
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6. https://t.co/qT07BDOvjp – AI employee in your Slack
7. https://t.co/lpeCEp5fih - create viral Facebook posts
8. https://t.co/2FdPxu7gvc – turn long videos into shorts
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15. https://t.co/8yP2LDuwxo - ai for webinars
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17. https://t.co/T18nlLsbFt - build and sell software
18. https://t.co/qGHAD4vpke - ai tool for advertising
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21. https://t.co/gUhRHGu57z – the most powerful vibe code tool
22. https://t.co/MjVLaBcsw3 - computer, is a powerful AI agent
23. https://t.co/uPwBc1TiHq - create frontend mockups
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25. https://t.co/45H5aBUQgG – your second brain, upgraded with AI

Save this for later 🔖

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

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[Michael | Hypermarkets @itsmichaelluu]

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.

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

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[GEX Edge @GEXEdgeIO]

How to make $200-$500 with GAMMA cheatsheet:

GAMMA tells you for $SPY

- Where dealers are defending price.
- Where support and resistance are strongest.
- If volatility is likely to expand or contract.
- Whether breakouts are likely to fail or follow through.

Positive GEX (+)
→ Dealers stabilize price.
→ Expect chop, ranges, failed breakouts.

Negative GEX (-)
→ Dealers amplify price moves.
→ Expect trends, momentum, bigger moves.

[Michael | Hypermarkets @itsmichaelluu]

$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.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 5 stocks to buy to 10x my portfolio.

[Michael | Hypermarkets @itsmichaelluu]

Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.

Here's 12 stocks under $20 that can easily 10x-20x:

1. $TE — T1 Energy
Aschenbrenner's AI infrastructure bet. Revenue beat by 61%.

2. $POET — POET Technologies
AI photonics optical interposer. Next-gen data center chip architecture.

3. $KEEL — Keel Infrastructure
Ex-Bitcoin miners pivoting hard to AI compute demand.

4. $CLSK — CleanSpark
Verified Aschenbrenner long. Bitcoin miner scaling into AI HPC.

5. $ONDS — Ondas Holdings
Building wireless connectivity for autonomous defense drones. (Trump call)

6. $CIFR — Cipher Mining
Power + data center assets perfectly positioned for AI workloads.

7. $WULF — TeraWulf
Nuclear-powered data centers. Cleanest energy costs in AI compute.

8. $HIVE — HIVE Digital
Revenue up 219% YoY. Pivoting from crypto mining to AI HPC.

9. $SATL — Satellogic
Sub-$10 satellite imaging play. Defense + geospatial AI data boom.

10. $NOK — Nokia
Nvidia invested $1B. AI-RAN + T-Mobile deal. Up 140% YTD still cheap.

11. $BTDR — Bitdeer
Self-mining + AI cloud. Building proprietary ASIC chips in-house.

12. $LAES — SEALSQ
Post-quantum cryptography chips. Every connected device needs this.

Remember, you're getting 1 more chance to add dips again to hold. HOLDING is the best way to make money in this market not scalping.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite stock to buy under $10 (and its strong too)

[Saty @satymahajan]

All free. https://t.co/wA2DGGQw41
Which one was your favorite release?

2022
ATR Levels
Pivot Ribbon

2023
Precision Levels
Time Warp
Bias Candles
Leaderboard

2024
Volume Stack
Phase Oscillator

2025
Pivot Ribbon Pro
Compression Candles

[Michael | Hypermarkets @itsmichaelluu]

TIER 1 — THE IRREPLACEABLE (Core Bottlenecks)

#1 $NVDA — The entire AI compute stack runs through NVDA. Every hyperscaler, every neocloud. NVDA remains the clearest monetization point for AI infrastructure spending — the GPU, networking, and software ecosystem still pull demand toward one platform. Nothing replaces it.

#2 $MU — The tightest supply constraint in the stack right now. Micron is the only U.S. producer of high-bandwidth memory and the fastest-growing of the three global suppliers. Its 2026 HBM output was already sold out by December 2025. Every AI accelerator built by Nvidia, AMD, or the hyperscalers needs HBM. HBM3E → HBM4 transition is a massive tailwind.

#3 $NOW — The AI software layer that runs on top of all this hardware. Enterprise AI orchestration, agentic workflows, and automation at scale. Premium valuation is justified by best-in-class platform stickiness and expanding AI product suite.

#4 $AVGO (Broadcom) — Custom AI silicon (XPUs) for Google, Meta, and others. Broadcom captures custom AI silicon and networking spend and converts AI infrastructure demand into large, durable cash-flow streams.

#5 $TSM (TSMC) — Manufactures every chip that matters. NVDA, AMD, and the hyperscalers all run through TSMC — it covers the chip manufacturing layer of the full AI stack.

[Michael | Hypermarkets @itsmichaelluu]

TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)

#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase commitment and future capacity access rights for advanced optical networking products. Nvidia locking up supply tells you exactly where the next bottleneck is. INDmoney

#7 $LITE (Lumentum) — Nvidia invested another $2 billion in Lumentum in March 2026, describing it as a multiyear agreement to accelerate silicon photonics for gigawatt-scale AI factories. Up 121% YTD in 2026. Tech Times

#8 $ANET (Arista Networks) — Arista has surpassed Cisco in data center switching market share. Full-year 2025 revenue hit $9B (+29% YoY), and management raised its 2026 AI networking target to $3.25B. Deferred revenue jumped to $5.4B, giving multi-year visibility into the hyperscaler buildout.

#9 $MRVL (Marvell) — Custom AI ASICs for AWS and Microsoft + optical interconnect silicon. Marvell's hyperscaler custom-silicon programs have moved into volume production, placing it in both AI compute and AI networking supply chains simultaneously.

#10 $CIEN (Ciena) — Optical networking backbone connecting data centers at the WAN layer. Direct beneficiary of hyperscaler campus-to-campus bandwidth explosion.

TIER 3 — MEMORY, STORAGE & SEMICONDUCTOR EQUIPMENT

#11 $SNDK (SanDisk) — The best-performing stock of 2026 on Morningstar's coverage list, up 464% with shares exploding from $34 to over $1,500. Scaling to meet immense demand for AI-related storage hardware. Morningstar

#12 $AMAT (Applied Materials) — The world's largest supplier of front-end semiconductor manufacturing equipment with record revenue of $7.91B in Q2 2026 and a 2026 equipment market growth forecast raised above 30%. Tech Times

#13 $LRCX (Lam Research) — Etch and deposition equipment critical for HBM and advanced logic fabs. No HBM gets built without Lam.

#14 $KLAC (KLA Corp.) — Process control/inspection for leading-edge DRAM and logic. Every new HBM wafer passes through KLA tools.

#15 $STX (Seagate) — Up ~180% in 2026, scaling hard disk drive supply to meet AI data center storage demand and reporting some of the highest gross margins in its history.

TIER 4 — POWER, COOLING & DATA CENTER INFRASTRUCTURE

#16 $VRT (Vertiv) — Vertiv's liquid cooling systems are becoming the industry standard as AI chips generate unprecedented heat that traditional air cooling cannot handle. Ainvest

#17 $GEV (GE Vernova) — GE Vernova's "Grid-to-Chip" strategy spanning power generation, transmission, and chip-level optimization positions it as a critical enabler of AI infrastructure, with a $52B revenue target by 2028. Ainvest

#18 $PWR (Quanta Services) — With a record $44B backlog and the Cupertino Electric acquisition adding specialized low-voltage data center expertise, Quanta covers the full electrical path from power plant to server rack. Exoswan

#19 $EME (EMCOR Group) — Electrical and mechanical construction for hyperscaler data center buildout. Record backlog with multi-year visibility.

#20 $CEG (Constellation Energy) — Nuclear power provider signing direct deals with data centers for 24/7 carbon-free power. Microsoft, Amazon, and others are locking up capacity.

TIER 5 — HYPERSCALERS & CLOUD (Demand Engines)

#21 $ORCL — Oracle is scaling its cloud infrastructure heavily to compete in the AI workload hosting space. OCI is the surprise hyperscaler of the cycle — winning contracts that AWS, Azure, and GCP can't fulfill fast enough. Strong GPU cluster buildout momentum. Stocktitan

#22 $MSFT — Azure AI + OpenAI distribution. The enterprise AI gateway. Microsoft pairs Azure AI demand with enterprise distribution, Copilot, GitHub, and OpenAI-linked workloads. TECHi

#23 $AMZN — AWS fastest growth in 15 quarters. Amazon is planning to spend $200 billion in 2026 on data centers and AI infrastructure as it works to bring on more customers and reduce its backlog. The Motley Fool

#24 $GOOGL — AWS growth has impressed, but Alphabet is executing just as well — both are monetizing the AI infrastructure build-out in real time with financial firepower to extend their lead. Yahoo Finance

#25 $META — Building its own AI infrastructure aggressively. Custom silicon + massive GPU procurement + direct HBM pre-commitments with SK Hynix.

[Michael | Hypermarkets @itsmichaelluu]

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.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[Parth Dudhat @iParthDudhat]

@itsmichaelluu @SuperLuckeee Spy

[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.

[Michael | Hypermarkets @itsmichaelluu]

97% probability $SPY crashes at least 10% after June 15.

There's 4 massive reasons $SPY can't avoid it:

1. Large IPOs like $SPCX will trigger sell off.
Major IPOs drain liquidity. The 1999–2000 dot-com IPO wave pulled $100B+ from markets before $SPY crashed 78%.

2. Kevin Warsh hawkish FOMC on June 17
Hawkish Fed surprises trigger immediate selloffs. In June 2022, a surprise 75bps hike sent SPY down 8.4% in 5 days.

3. $MU $ORCL earnings is the peak of market
Semis and enterprise software peak earnings historically signal cycle tops. $MU peaked in June 2018 $SPY followed with a 20% correction by December.

4. Midterm elections for Trump is this year
Midterm years average a 17% $SPY drawdown before Q4 recovery. 2022 saw $SPY drop 25% into October before reversing Trump's 2026 midterms follow the same cycle.

♻️ RESHARE this post and write 1 comment, I'll share with you my $SPY target for the crash.

[Michael | Hypermarkets @itsmichaelluu]

AI COMPUTE is sold out until end of 2028.

This is exactly how you become a millionaire, you buy and hold these companies:

GPU / CHIPS (Direct Compute Suppliers)

$NVDA
GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute.

$AMD
#2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues.

$AVGO
Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary.

$MRVL
Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency.

MEMORY (You Can't Run Compute Without It)

$MU
HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied.

$SNDK
NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery.

NETWORKING (Moving Data Between GPUs)

$CRDO
High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue.

$ANET
Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in.

$LITE
Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris

$COHR
Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE.

POWER (The Real Bottleneck)

$VST
Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive

$CEG
Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing.

$NEE
NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia

$GEV
Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+.

$ETN
Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems.

DATA CENTER BUILDERS / OPERATORS

$EQIX
Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR

$DLR
REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment.

$APLD
Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec

$IREN
High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure.

CLOUD HYPERSCALERS (Resell the Compute)

$MSFT
Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive

$GOOG
$175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group

$AMZN
$200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group

$META
Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute.

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[GEX Edge @GEXEdgeIO]

CHEATSHEET for GAMMA pinning

There is a major reason why you shouldn't be trading all the time and everywhere. Trade only when the dealer can't control the market.

For new traders $SPY

[Prof @TheProfInvestor]

I have been saying it for a while, and I will repeat it again for all my new friends:

Uranium ( $CCJ $DNN $URA $UEC $NXE )
Nuclear ( $LEU $OKLO $NNE $SMR )
Solar ( $FSLR $TAN $SEDG $CSIQ $ARRY $TE )
Softwares ( $MSFT $IGV $PANW $CRWD $NOW $TEAM $SNOW $DDOG $DOCN )
Drones ( $UMAC $RCAT $RDW $ONDS $KTOS )

If you dont have exposure to them, start considering.

Everyone who follows me makes money by being in the right stocks at the right time.

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST for June 3, 2026

1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.

2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infrastructure momentum play.

3. $AVGO — $487 | Hitting 52-week highs, Q2 earnings tomorrow night. $550 target

4. $TE — $12.04 | Up 15% on offshore wind partnership, narrowing Q1 loss. $15+

5. $GOOG — $364 | Reversal watch, $80B equity raise creating overhead pressure.

6. $META — $600 | Failed $637 intraday, bearish wick — reversal watch setup.

7. $NVDA — $225 | Computex Huang keynote fuel, continuation off AI momentum. $240

8. $AMD — $516 | Breakout strength, TD Cowen raised target to $600.

9. $TSLA — $422 | Breakout holding, continuation play near session highs.

10. $DELL — $466 | Post-earnings AI gap-up, reversal or second-leg continuation.

11. $HPE — $58.94 | Record earnings gap from $44 to $64, high-volatility name.

12. $NOW — $125 | Failed $136 breakout, adding 2027 calls on the flush.

13. $ORCL — $241 | AI cloud momentum, accumulating 2027 calls on dips.

14. $AAOI — $158–185 | High-beta optical play, 800G AI demand ramp incoming.

15. $NOK — $16.25 | Up 9.5%, AI and Cloud revenue grew 49% YoY last quarter.

16. $NBIS — $271 | Leopold Aschenbrenner fund disclosed major stake, AI cloud infrastructure play. Adding calls for $300+

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