Phyo Khant Kyaw

Chelsea Till I die , A Breaking Bad Bias

[The Analyst @MMatters22596]

My top stock pick for every sector right now

+ 3 year price targets

Fintech:
- $SOFI | SoFi Technologies
Target: $80

Data-center:
- $NBIS | Nebius Group
Target: $380

Photonics:
- $AAOI | Applied Optoelectronics
Target: $360

Software:
- $ZETA | Zeta Global Holdings
Target: $125

Defense:
- $EOS.AX | Electro Optic Systems
Target: $35

Health:
- $OSCR | Oscar Health
Target: $75

Space:
- $RKLB | Rocket Lab corporation
Target: $380

Energy:
- $BE | Bloom Energy
Target: $375

Robotics:
- $XPEV | Xpeng
Target: $130

Connectivity:
- $CRDO | Credo Technology Group
Target: $420

Insurance:
- $PLMR | Palomar Holdings
Target: $310

Cybersecurity:
- $RBRK | Rubrik
Target: $260

Quantum Computing:
- $QBTS | D-Wave Quantum
Target: $72

What are your picks?

[Bob's @rswancpa]

Most people will chase 100 different stocks by 2030.

You just need these 10.

The 2030 millionaire cheatsheet:

$NVDA — $210 Must buy — Evercore just raised target 17% to $413, BofA to $350. Blackwell Ultra ramping, Q2 guide ~$91B. The AI brain.

$GNRC — $270 Must buy — Jefferies upgraded to Buy, $302 target. Generative backup gens for AI data centers. $600M non-binding LOI. The grid's insurance policy.

$NOK — $15 Must buy — Morgan Stanley raised to $16.5, says Nokia is "the biggest beneficiary of AI & cloud capex cycle". Optical & IP now growing 18-20%.

$LRCX — $300 Must buy — Morgan Stanley upgraded to Overweight, new target $331. Every AI chip needs 2nm lithography. Record WFE spend = Lam wins.

$ZS — $180 Must buy — B. Riley upgraded to Buy. Down 50% from highs. AI attack surface explodes → zero-trust gets repriced. Earnings May 26.

$ADI — $392 Must buy — Q2 rev +37% YoY to $3.62B, Non-GAAP EPS $3.09, raised Q3 guide. Analog chips power every AI server. Quiet 2x in 12 months.

$FIG — $22 Must buy — Q1 rev +46% to $333M, EPS $0.10 crushed $0.06 est. Net $ retention 139%, AI Design Agent beta out. Growth re-accelerated.

$PTON — $5.5 Must buy — Q3 rev $630.9M beat, swung to $26.4M profit. Raised full-year guide. Market finally digesting the turnaround.

$IBM — $252 Must buy — $1B from US gov's $2B quantum fund. Building first dedicated 300mm quantum foundry with its own $1B match. The quantum nationalist play.

$CDNS — $370 Must buy — Custom silicon design software. Every XPU needs Cadence. Hyperscaler AI chip boom = royalty stream. The enabler behind $AVGO's $73B backlog.

AI Chips | Data Center Backup | Optical Networking | Semi Equipment | Cybersecurity | Analog Semis | Design SaaS | Turnaround | Quantum | EDA Software

Which 2 are you loading up on for the next decade?

NFA

[Phyo Khant Kyaw @its_Qiang]

@OfficialFPL I bench boosted with Rodon in my sqaud😛

[Phyo Khant Kyaw @its_Qiang]

@representclo @YeahMe_Pk

[PSG Report @PSG_Report]

The build up play to the third goal, Dembélé’s back heal pass, Doué’s finish.

Pure football. �

[Nevin Johnson @nev_in_color]

The camera. 🤝 The photos.

[Kelsey Smith 💛🎞️ @NotKelseySmith]

The artist vs. the art

[Belleelmore @LadyBelleelmore]

Mikasa & Eren have crippled my soul & you shall feel it with me too. #shingeki

[メアリー ♡ (vgen comms open) @maryyogurt]

mikasa leaning her head on eren’s shoulder while eren places his head on top of mikasa’s this is truly my roman empire

#eremika #エレミカ #shingeki

[Belleelmore @LadyBelleelmore]

The husband looks blonde asf.

[Phyo Khant Kyaw @its_Qiang]

In an another life

[Phyo Khant Kyaw @its_Qiang]

Thank You #Isayama

One Last Goodbye #AttackOnTitan
This will always be remembered.

[Phyo Khant Kyaw @its_Qiang]

@CFCMod_ A Pathetic Fraud,

[Reece James @ReeceJames]

@_ambehi I say no.

[Apple TV @AppleTV]

Smells like potential.

[Phyo Khant Kyaw @its_Qiang]

matt law

[R🪁🇦🇷 @Re7ceRevivaI]

300k a week https://t.co/dPs9qcKUeQ

[Phyo Khant Kyaw @its_Qiang]

Samba Dance at the airport.

[Michael Boegl @michaelboegl]

New York City 🍎