James Caldwell

Tracking where smart money flows.
Sharing ideas across stocks, momentum, macro, and long-term investing.👇

[James Caldwell @jamescal202]

1. $SPCX (Space Exploration Technologies / SpaceX)

Business: Three segments — Space (reusable rockets/launches), Connectivity (Starlink), AI (xAI/Grok + compute infrastructure). IPO’d June 2026. Market cap ~$2.06T.

[James Caldwell @jamescal202]

I will officially restart the 2026 “$3,000 to $1,000,000 Account Challenge” today!

This challenge is designed to help dozens achieve financial freedom and transform their lives.

Buy before October 10th; this company is positioned to replicate $NVDA ’s legendary rally!

[James Caldwell @jamescal202]

1. $OUST | Ouster builds high performance lidar sensors and perception software used in robotics, autonomous systems, industrial automation and smart infrastructure. Q2 2026 revenue reached $55M, up 56% YoY, with more than 17,000 lidar and camera sensors shipped.

[James Caldwell @jamescal202]

Here are 5 stocks that can 10x in a few years:

1. $NBIS (Nebius): Q2 revenue $582M (+454%), TTM $1.36B, AI cloud ~$3B run-rate, GPU neocloud with pricing power

[James Caldwell @jamescal202]

#Repost @cmsinvests
Nvidia CEO Jensen Huang basically said that the EASIEST way to get RICH is to buy the 5-layer AI stack

Here are 5 stocks that can 10x:

Layer 1: Energy - $VST

[James Caldwell @jamescal202]

I'll only say this once.
This might be the fastest way to accumulate $1,000,000 before 2027:

[James Caldwell @jamescal202]

2. $NBIS
TTM Rev: $1.36B (explosive) | Gross margin ~74% | Already profitable (TTM +$42M)
AI cloud +514% in Q2. 2026 guide $3–3.4B. Best growth + margins combo.

[James Caldwell @jamescal202]

1. $LITE — $2B convertible preferred (hidden from 13F)

2. $COHR — Already 4.8% of Nvidia’s portfolio ($3.07B)

3. $MRVL — Jensen called it a future trillion-dollar company

[James Caldwell @jamescal202]

#Repost @jamescal2026
AI can’t run without 3 things:

Compute. Memory. Energy.

One stock sits at the absolute center of all three:

$NVDA

[James Caldwell @jamescal202]

$NVDA

1. Compute — When the world says “AI compute,” it means NVIDIA. 80-90%+ share of AI accelerators. CUDA + NVLink is the standard everyone else has to build around.

[James Caldwell @jamescal202]

#Repost @jamescal2026
I don't care if you're account is $600, $15,000 or $1,000,000.

These 3 stocks will 10x your account:

1). $MU

[James Caldwell @jamescal202]

1. $MU — Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the last gen.

[James Caldwell @jamescal202]

🔥 The most aggressive AI supply chain signals this week. Stop ignoring them.

Intel CEO just confirmed: some memory prices are already up 5 - 7×, and the shortage will get worse in 2027.
$MU $SNDK and Samsung bros are smiling hard.

[James Caldwell @jamescal202]

Here are the 5 space stocks that can 10x:

Deep moats + pure B2B (gov + commercial) + almost zero retail coverage.

1. $SPCX (SpaceX): ~$18.7B revenue in 2025, Starlink + reusable rockets + AI, unmatched vertical integration

[James Caldwell @jamescal202]

If I only had $1,000 – $100,000 right now and could pick just 3 stocks for the next 3 years to go multi-millionaire…

These are my highest-conviction 10x+ bets:

1. $ASTS

[James Caldwell @jamescal202]

1. $ASTS
Q2 Rev: $31.5M (massive YoY jump) | Gross profit ~$8M (~25% margin) | Large one-time loss from satellite event. FY26 guidance $150 - 200M, $1.3B backlog.
Outlook: Gateway rollout + gov contracts accelerating commercialization.

[James Caldwell @jamescal202]

1. Photonics / EML & interconnect
→ $NVDA bought $LITE, $COHR, $MRVL
(Jensen said $MRVL is the next trillion-dollar company)

2. Neoclouds
→ Jensen said $NBIS will “take care of you”

3. Rare earths

[James Caldwell @jamescal202]

I don’t care if your account is $500, $8,000 or $2,000,000+

These 3 names are enough to 10x your account from here.

Write them down:

1. $GOOG

[James Caldwell @jamescal202]

1. $GOOG Jan 21 2028 $500 calls $19

Catalyst 1: Google’s TPU external business is real. ~1M TPUs (1.3GW) locked for ~$35B, majority of revenue hitting in 2027. Street models take TPU-related revenue from ~$3B this year to ~$25B next year.

[James Caldwell @jamescal202]

Will delete in 24 hours!!!

The company has signed a strategic partnership with $MSFT + $GOOGL + $AMZN + $NVDA

Reserve fund: $1500

Target: $1,5000 → $100,000

Current price: $8-10

Target price: $101

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