Rich

nothing stops this train

[Feroce Research @FeroceResearch]

Want to catch the next best performing stocks for the year? Here is all you need to know:

List of stocks which have been far stronger than anything else out there, and that I would absolutely positively look into researching over the weekend if I were you,

-> Physical Autonomy:

$OUST - Ouster is at the forefront of physical autonomy as a LiDar leader

$BB - BlackBerry holds an impeccable UI niche which is a necessity for physical autonomy

—

-> Connectivity and CXL + Memory Pooling:

This industry is arguably the STRONGEST for a reason, and will continue to be the fastest demanding tech industry out there.

Execution of your CPU/GPU/Memory infrastructures is the next phase, and taking advantage of the memory bottleneck

$ALAB - Astera Labs
$MRVL - Marvell
$CRDO - Credo
$COHR - Coherent

$PENG - Penguin Solutions
(Micro-name, but similar angle)

Memory demand remains strong and market share expected to double, which still keeps $MU Micron as the leader

—

-> Cloud Observability Based Cybersecurity:

$DDOG - Datadog is the undisputed GOAT of this entire industry, and rightfully has proven it with its price action and earnings so far

—

If you’re in the boat that Crude Oil and 10Y Yields have topped for the year, and want to completely bet on the contrarian side,

-> Precious metals such as Gold, Copper, Silver are your next biggest bets to run higher into end of the year

[Rekt Fencer @rektfencer]

DON’T OVERTHINK IT.

Just wait until October 6.

Then buy $BTC.

Bitcoin has always moved in a 4-year cycle.

And every cycle, people say the same:

“This time is different.”

It isn’t.

You don't have to believe me today.

Bookmark this now and thank me later.

[Mark Harvey @thepowerfulHRV]

$STRC volume-weighted average price is below $99.

That means the dividend will increase to 11.75% next month, according to the company's own guidance.

[Salma @salmaogs]

https://t.co/gwtVEuZ9j8

[rahmbo @rahmbotrades]

Is $NOK another $IBM?

[Rich @iverson3]

https://t.co/3tzFQVMXhX

[Michael | Hypermarkets @itsmichaelluu]

I called out $NOW at $85 → $135 up 160% already.

It's going to triple by 2027 and Trump's favorite stock too.

Right now, these 10 SaaS plays have 1000% potential:

1. $NOW target $260 back to its 52-week high.

Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story.

2. $MSFT $650 ATH was $538.

Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance.

3. $ORCL $400 52-week high was $345.

The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re-test of prior highs with a new catalyst.

4. $PLTR $260 — back to its ATH.

Q1 revenue beat of 85% YoY with 104% US growth; at this rate the valuation conversation changes entirely by mid-2027.

5. $CRM $370 — ATH was $364 in Dec 2024.

Agentforce commercial traction is the re-rating catalyst; Salesforce's own 12-month consensus sits at $255 bull case blows past that.

6. $DDOG $340 — already at an ATH today.

Bull target extrapolates the FedRAMP win + 32% revenue growth sustaining through 2027.

7. $SNOW $420 — ATH was around $229 (post-split era).

Snowflake's best day ever on May 28 was a signal. Cortex AI + Iceberg momentum makes $420 the 12-month bull ceiling.

8. $MDB $500 — ATH was $444.

Q1 FY2027 blew past estimates; Morgan Stanley just raised to $380. $500 is the full bull re-rate on Atlas cloud reacceleration.

9. $INTU $650 — ATH was $813.

Down 60%+ from peak. At $331 this is the most dislocated name on the list; bull case is a partial recovery to historical fair value as AI Intuit products ramp.

10. $ADBE $480 — ATH was $638.

Down 60%+ from peak. Firefly AI monetization is early innings; bull case assumes the market stops pricing in disruption and starts pricing in dominance.

11. $TTD $65 the biggest upside.

ATH was $91. Currently at $21 absolutely wrecked from peak. A single strong quarter + CTV ad spend recovery could triple this from current levels. Highest risk, highest reward on the list.

12. $VEEV $330 — ATH was $310.

Analyst consensus is $262. Bull target assumes Vault CRM global adoption ($TEVA, $MRK both committed this week) drives a meaningful re-rating above prior highs.

The best SaaS ETF to get is $IGV and its the $SOXL for semi-conductors and $DRAM for memory.

♻️ RESHARE this post and write 1 comment, I'll share with you my $IBM play and I don't own it yet so I need to add it.

[Michael | Hypermarkets @itsmichaelluu]

It's September 2026, stocks I bought under $20 and they exploded 1000%

1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Leopold call)

2. $SATL – Satellite imagery feeds AI training + defense targeting. Fresh DoD contract proves the demand is real. $SPCX SPACEX play

3. $LAES – Every AI agent needs quantum-proof identity. SEALSQ embeds PQC in silicon. The security layer AI can't run without.

4. $POET – Optical Interposer replaces copper in AI clusters. Light moves data faster at half the energy. 800G design wins at record pace.

5. $ONDS – Wireless OS for AI-driven industrial drones. Defense + logistics demand exploding. First-mover advantage. (Trump call)

6. $CIFR – Massive power assets pivoting to HPC. Market repricing it as AI infrastructure owner, not just a crypto miner. Same as $IREN $CRWV $NBIS

7. $BTDR – AI cloud ARR up 60% MoM. 92% GPU utilization. 3 GW global capacity. Own-chip design cuts cost to near zero.

8. $CLSK – Situational Awareness fund loaded 12M+ shares. Massive power footprint waiting to flip into AI colocation. (Leopold bought)

9. $HIVE.TO – Canada's largest AI gigafactory incoming. 100K GPU build-out on 100% renewable power. $225M ARR target.

10. $NOK – Restructuring entirely around AI data center networking. $4B US bet. Optical division feeding hyperscalers directly.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 1000% play for this week.

[Esther & Michael @SuperLuckeee]

3 months ago, I added $ARM at $105 → $355 up 300%

But, my options are up 700%-1000% & I still have time.

Always add these 12 companies when they crash:

1. $NOW — AI agents will run on ServiceNow, making it enterprise software's backbone.

2. $MU — Every AI server needs HBM memory. Micron supplies it.

3. $NVDA — The world runs AI on CUDA. Nothing replaces it yet.

4. $SNDK — Flash storage demand explodes as AI data lakes scale massively.

5. $IBM — Quietly owns enterprise AI and quantum computing infrastructure globally.

6. $DELL — Sells the servers every company needs to run private AI.

7. $AVGO — Custom AI chips for Google and Meta. Trillion-dollar tailwind.

8. $INTC — Deep turnaround play. Foundry business alone could reprice everything.

9. $ORCL — Fastest-growing cloud infrastructure for AI training workloads globally.

10. $MSFT — OpenAI embedded in every enterprise product on the planet.

11. $AMD — NVDA's only credible rival in the GPU market. Duopoly wins.

12. $ASTS — First real space-based cellular network. Massive TAM, no real competition.

Always get more time (LEAP strategy) so you can hold longer and not sell even when it dips a little.

RESHARE this post and write 1 comment, I'll give you my list of stocks under $20 we should be adding right now.

[Rich @iverson3]

https://t.co/vAqUyigdvv

[Rich @iverson3]

https://t.co/vAqUyigdvv

[Eric Topol @EricTopol]

There hasn't previously been a treatment vs pancreatic cancer this successful. Striking improved (a > doubling) survival results @NEJM and @ASCO today with daraxonrasib, which also became available via an FDA approved early access program and began shipping to physicians this week @RevMedicines
https://t.co/e04jqJMPw0

[Saso Capital @saso_capital]

My favorite humanoid stocks ranked:

1. $AMBA (Ambarella) — Best pure-play edge AI vision for robotics. 37% revenue growth, 60% gross margins,$100M+ robotic pipeline, still under $5B market cap. The risk is concentration and scale. The upside is being the de facto vision processor as robots proliferate.

2. $6324.T (Harmonic Drive) — Irreplaceable. There is no substitute for strain wave reducers in high-precision robot joints. 75% market share with Nabtesco. Hard to replicate. If humanoid robots ship in any volume, this company prints money.

3. $ALGM (Allegro MicroSystems) — Near-monopoly in motor current sensing, priced like an auto cyclical. 30-50 sensors per humanoid at automotive-tier P/E multiples. The market hasn’t re-rated this for robotics yet.

4. $VPG (Vishay Precision Group) — The purest humanoid hardware play. Precision load cells and force sensors with a 1.21 book-to-bill. Risk: trading at 255x current earnings on ~$320M revenue. If humanoid volumes slip, this gets crushed. But if they don’t, VPG is the most direct bet on robot touch.

5. $MOG.A (Moog) — Aerospace-grade precision actuators with a credible humanoid crossover. Already up 83% on the thesis but the volume ramp hasn’t started. Defense + robotics optionality.

[MartyParty @martypartymusic]

In an interview yesterday Cathie Woods said Trump will pass 0% cap gains on Bitcoin before mid terms

[Athu Invests @athuinvests]

Current picks for better UPSIDE in photonics:

1. Transceivers/Lasers:
- $SIVE, $AAOI > $COHR, $LITE

2. Test:
- $TRT > $AEHR

3. Substrates
- $IQE, $LPK > $AXTI, $GLW, $SOI

Observation: This is based on today’s levels.

[Rich @iverson3]

@smartertrader Week after week- best options trader around!! Last week was MU MSTR LLY MSFT SNDK - if you want to make more money than you ever thought you could in the market whether you have a big or small account, you need to subscribe to @smartertrader!!

[Coop @Coopvtik]

$Sive has massive architecture advantage over $LITE . Per max 120 wafers per cycle.
Sivers builds 120wafers*3500 dies
Lite builds 120wafers*11000 dies
But each chip in Sive has 8 lasers built in while lite is single laser per die. So lite needs 8 chips for every 1 chip of $SIVE

[Feroce Research @FeroceResearch]

Micron continues to massively outperform Sandisk despite being a trillion dollar company

Should you be surprised? Not at all

For some reason people always think my $MU insights are exaggerated for engagement

I think I know a thing or two about micron without having to clickbait lol

[Hardik Shah @AIStockSavvy]

Dell COO Jeff Clarke said demand continues to outstrip supply, with memory the primary constraint. - $DELL $MU $SNDK $WDC $STX

[Rich @iverson3]

@preetkailon $MU next