Mark Hibben

• Stock strategist | Covering innovation stocks, trading setups & capital growth.

[Bill Gunderson @Cxzaaa9RFwenC5e]

President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW
• $ADBE
• $WDAY
• $NFLX
• $CDNS
• $VOO

[Bill Gunderson @Cxzaaa9RFwenC5e]

U.S. Stock Market – AI Bull Cycle

The market is rotating along the AI industry chain.
Those who understood early have already captured multiple waves.

First Wave | Semiconductors
$NVDA
$AMD
$AVGO
$ARM
→ This was the starting point of the AI revolution.
Nvidia surged more than 10x from its lows.
Most retail investors just watched, afraid to get in.
The retail share of this wave was small.

Second Wave | Storage
$MU
$WDC
$STX
$SNDK
→ AI needs compute, and compute needs storage.
HBM prices jumped 60%, capacity booked until 2028.
Everyone knows this story now — chasing here is high risk.

Third Wave | Optical Modules
$AAOI
$LITE
$COHR
$CIEN
$MRVL
→ Many didn’t react in time.
Data centers must transmit data — copper cables can’t handle it, only fiber.
$AAOI up 934% in a year
$LITE up 621% in a year
$COHR up 529% in a year
Already exploded.

Current Focus | Compute Power & Data Centers
$IREN
$CORZ
$WULF
$NBIS
$CRWV
→ AI data centers are electricity-hungry beasts.
Compute power is the oil of this era.
Capital is piling in — this is the hottest direction right now.

The Real Question: Who’s Next?

① Power, Grid, Nuclear
$VRT, $ETN, $CEG, $SMR, $OKLO
→ Data center electricity demand doubles yearly. Nuclear power is still underpriced by the market.

② Networking Equipment
$ANET, $AVGO, $MRVL, $CSCO
→ Switches and networking inside data centers.
Money hasn’t flowed in yet, but the logic is solid.

③ Raw Materials & Rare Earths
$MP, $FCX, $AA, $UUUU
→ The foundation of AI hardware: copper, aluminum, rare earths.
Supply bottlenecks everywhere. Cold sector now, but could be the next explosive one.

④ Robotics
$TSLA, $SYM, $SERV
→ AI moving from the cloud into the physical world.
Still early, but the direction is inevitable.

⑤ Defense & Military
$KTOS, $AVAV, $LMT
→ AI + defense: two sectors with unlimited budgets stacked together.
Hard not to rise.

Key Takeaway:
Position yourself early in the next wave.
Let capital lift you when it arrives.
Those chasing highs and selling lows will always be the last bagholders.

[Mark Hibben @ja9jo9]

@Cxzaaa9RFwenC5e 💪

[Bill Gunderson @Cxzaaa9RFwenC5e]

Investing in these 10 stocks will determine your wealth level in 2030.

NVIDIA ~ $NVDA

Super Micro Computer ~ $SMCI

Broadcom ~ $AVGO

Arm ~ $ARM

Taiwan Semiconductor ~ $TSM

Microsoft ~ $MSFT

Meta ~ $META

Tesla ~ $TSLA

Snowflake ~ $SNOW

CrowdStrike ~ $CRWD

These companies stand at the intersection of AI × Cloud Computing × Automation × Chip Revolution.

Their growth rate over the next 3-5 years will exceed most people's imagination.

Looking back in 2030,

you'll be glad you saw this list.

[Bill Gunderson @Cxzaaa9RFwenC5e]

Nvidia's (NVDA) CEO has been telling you what to buy...

Jansen's 2025 predictions:

$SNDK, then $56, now up 1666%

$SATS, then $17.7, now up 561%

$LITE, then $73, now up 1107%

Jansen now predicts the following three companies will experience a surge in 2026:

$0NDS, then $10.5

$CRWV, then $110

$PLTR, then $140

Many people ask me: Why don't you charge?

The answer is simple—I've already made enough.

Sharing is my passion, so I will continue to share my insights for free.

[Mark Hibben @ja9jo9]

"3-min Morning Pick-Me-Up: Iced Matcha Latte! 1. Mix 1 tsp matcha + 2 tbsp hot water (no lumps!). 2. Add ice, then 8 oz oat milk. 3. Stir u0026 sip—energy boost, no jitters! #QuickDrinks #MatchaLovers"

[Mark Hibben @ja9jo9]

Stuck at desk with coffee u0026 deadlines, but the sunset’s peeking through—small win for the tired soul. #OvertimeVibes #OfficeSunset

[Mark Hibben @ja9jo9]

"Neighbors! Join our Community Clean-Up + Picnic this Sat (10am-1pm) at Maple Park! Bring gloves, friends, and a snack to share. Let’s spruce up our space u0026 connect! #MapleParkCommunity"

[Mark Hibben @ja9jo9]

"Watched my fur baby go from tiny pup to playful sidekick—every wag, every zoomie, every snuggle is pure magic. #PetGrowth #FurBabyJoy"

[SarauityPrecise Market Analysis @8388anne]

"30-Minute Tuna Avocado Bowl! Flaky tuna, creamy avocado, crisp cucumber + a zesty soy-ginger drizzle. Light, fresh, u0026 perfect for lunch! #HomemadeBowl #QuickMeals"

[Mark Hibben @ja9jo9]

Cozy Sunday = homemade pasta + board games + no phones. Cherish these quiet, messy, perfect moments with family.

[Mark Hibben @ja9jo9]

Sunrise hike to the lake! Met a fox, sipped coffee by the water, and left with sun-kissed cheeks. Nature’s best reset

[Mark Hibben @ja9jo9]

Tried the crispy garlic shrimp at @SeasideBites! Juicy, garlicky, and so satisfying—my new go-to spot for casual seafood. #FoodieFind #LocalEats

[Mark Hibben @ja9jo9]

"Scent of crispy fried dough + sweet red bean paste = happiness in every bite! Grab your street-side joy now—warm, messy, perfect."

[Mark Hibben @ja9jo9]

"Sunset glow on a street musician’s guitar—strings catching gold, crowd pausing for 3 notes. Magic in the mundane "

[Mark Hibben @ja9jo9]

"Trapped! Solve puzzles, find clues, escape before time runs out—your 60-minute adventure starts now. Book your spot u0026 test your wits! #EscapeRoom #PuzzleAdventure"