Jayrem Fernandez

AT&T | RSM at SKYVIEW | SMU Cox CAP Graduate | 🇵🇷 |All opinions are my own.

[Jayrem Fernandez @JayremF]

Morning reset
Woke up to golden sunlight and birdsong.
Made avocado toast with poached eggs and fresh coffee.
Simple moments like this make life feel beautiful. Slow living tastes good.
What’s your little joy today?

[Jayrem Fernandez @JayremF]

@MrMikeInvesting Man, this is a solid list. RKLB and ASTS have been on my radar for a while — space infrastructure is finally getting real traction. If even half of these hit their potential by end of 2026, it’ll be life-changing. Great breakdown!

[Jayrem Fernandez @JayremF]

@Pennyboycrypto This market doesn’t give a damn 😂 “Peace deal��� or not, we’re ripping! Already up big on my tech stack. Loading more NVDA and TSLA calls before close. Let’s gooo 🔥

[Jayrem Fernandez @JayremF]

Of course the market pumps on NOTHING. No signed deal, just “good signs” and hopium. This is why I hate trading anymore. Pure manipulation and fairy tales driving prices.

[Penny @Pennyboycrypto]

The biggest market catalyst NO ONE saw coming

Iran “peace deal” hopes just exploded:

Oil crashed 5%
10Y yield dropped hard
Stocks screaming higher

Everyone’s celebrating like it’s signed.

But here’s the truth they’re ignoring:

This “deal” hasn’t been signed.
Rubio says “good signs”
Trump says “final stages”
Iran calls it “fabricated bullshit”

Market is pricing in a fairy tale.

Winners if it holds:
1.Airlines (cheap fuel)
2.Consumer stocks (more spending)
https://t.co/SLCB6ZRLZO (lower yields = higher multiples)

Biggest risk? One tweet saying “talks collapsed” → oil rips 10%+ overnight and everything reverses.

This is classic hope-driven rally on NOTHING concrete.

I’m watching, not chasing.

Opportunist, not Maximalist.

You buying this “peace rally” or waiting for the next headline bomb? 👇

[Jayrem Fernandez @JayremF]

$IONQ + $TEM
Quantum + AI Pharma. Best 10-year moonshot sectors hands down.

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$IONQ — $48 Must buy — Commercial quantum leader, $470M RPO backlog, DARPA + Space Dev Agency contracts locked in

$ASTS — $86 Must buy — FCC authorized for US commercial service, 45 satellites by year-end, $1.2B+ committed backlog

$TEM — $45 Must buy — AI drug discovery platform, $1.1B+ milestone payments secured, Nvidia + Lilly collaboration

$LRCX — $268 Must buy — 2nm lithography enabler, record WFE spend, every AI chip runs through Lam

$NU — $12 Must buy — 135M+ customers, $5B+ quarterly revenue, AI-driven lending with 29% ROE

$QS — $7.1 Must buy — Solid-state battery breakthrough, PowerCo JV scaling, AI data center backup demand surging

AI Quantum | Space 5G | AI Pharma | Semi Equipment | Digital Banking | Solid State Battery

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

NFA

[Jayrem Fernandez @JayremF]

Curious — how much of MU’s China business was high-margin vs low-margin?
Does reopening move the needle that much on gross margins?

[WallStreetVet @Sly_Dawg33]

MUST READ 🚨

Micron’s CEO is on Trump’s China trip.

That’s a bigger deal than most people realize.

Here’s why $MU could be the most asymmetric bet on the summit ↓

The backstory:

2023: China banned Micron chips from critical infrastructure.

Result: MU’s China revenue collapsed from 34% to ~7%.

They lost access to the world’s largest memory market — just as the AI boom exploded.

🇨�� Now: CEO Sanjay Mehrotra is in Beijing with Trump.

Why this matters:

Even a partial rollback of the ban would be a HUGE positive.

Wall Street currently prices ZERO probability of resolution.

So the risk/reward is wildly asymmetric:

→ If nothing changes: stock holds on AI fundamentals
→ If ban lifts: massive upside re-rating

The numbers:

Current price: ~$767
FY26 EPS consensus: $58.11 → P/E of 13x
FY27 EPS consensus: $101.78 → P/E of just 7x

And that’s WITHOUT China reopening.

Analysts are already bullish: 38 of 45 rate Buy.
Price targets: $600 (median) to $1,000 (bull case).

The $1,000 target assumes full China recovery + AI memory supercycle.

Two risks:

1. The ban stays. Stock doesn’t crash — but the $1,000 dream fades.
2. “Buy the rumor, sell the news.” If expectations get too high, a “no deal” could trigger profit-taking.

But here’s the key:

MU’s AI-driven memory demand is real. HBM. Data center. Tight supply.

China is an OPTION on top of an already strong base.

So the question isn’t “will the ban lift?”

It’s: are you willing to pay current prices for the AI story, with China as a free lottery ticket?

What’s your move on $MU into the summit?

👇

[Jayrem Fernandez @JayremF]

@MrMikeInvesting Jensen literally investing billions into these himself. $IREN + CoreWeave play is insane. Easy 5-10x if AI demand keeps exploding

[Mike Investing @MrMikeInvesting]

The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:

Data Centers - $IREN, $NBIS, $CRWV

Software - $NOW, $ADBE, $DDOG

If you missed the +4,100% run on $SNDK, or +800% run on $MU then look no further.

These stocks can easily 10x from here.

Don’t miss out…

[Jayrem Fernandez @JayremF]

@Pennyboycrypto Agree on not buying $UBER right now, that thing has been rough😂

[Jayrem Fernandez @JayremF]

@Pennyboycrypto I see this as a healthy breather, not the top. AI capex isn’t going away. Rotated some profits into the beaten down names today actually.

[Jayrem Fernandez @JayremF]

@Christo46444155 Handset still 50% of revenue and down 13%? In 2026? No way.

[Jayrem Fernandez @JayremF]

@Pennyboycrypto Haha thanks bro！😂 Appreciate the vibe check. Still just chilling on my $MU position for now — letting it run after that monster move. Might add a little more on any pullback if it gives us one, but the thesis is playing out perfectly.

[Jayrem Fernandez @JayremF]

@Christo46444155 Respect the experience but energy costs are exploding. Those hyperscalers are burning insane power. Short-term this could pressure margins hard. Thinking of trimming some exposure until things calm down in the Middle East.

[Jayrem Fernandez @JayremF]

Love seeing the power + nuclear stack moving together. $VST, $GEV and $SMR all looking strong. Infrastructure thesis cooking Which one are you adding more of today?

[Penny @Pennyboycrypto]

The 2036 Watchlist (Parts 1-3) is absolutely COOKING today 🔥

Here’s how our long-term infrastructure plays performed:

• $MU +8.26% ← strongest of the day, HBM memory demand going parabolic
• $CEG +4.43%
• $VST +4.02%
• $ANET +2.72%
• $SMCI +4.47%
• $PLTR +2.46%
• $GEV +2.33%
• $LRCX +1.87%
• $PWR +1.58%
• $HUBB +1.49%
• $TSM +1.45%
• $ETN +1.43%
• $AMZN +1.05%
• $KLAC +1.01%

My observation? This is exactly what we’ve been saying — when the AI buildout theme rotates back in, the real enablers (memory, power, networking, servers, equipment) move together. Not random. Not hype. Just the actual infrastructure getting paid.

No lottery tickets. These are the names that have to get built.

Which one from the lists is up the most in your portfolio today?
Or which one are you adding more of on this strength?

[Penny @Pennyboycrypto]

The 2036 Watchlist (Parts 1-3) is absolutely COOKING today 🔥

Here’s how our long-term infrastructure plays performed:

• $MU +8.26% ← strongest of the day, HBM memory demand going parabolic
• $CEG +4.43%
• $VST +4.02%
• $ANET +2.72%
• $SMCI +4.47%
• $PLTR +2.46%
• $GEV +2.33%
• $LRCX +1.87%
• $PWR +1.58%
• $HUBB +1.49%
• $TSM +1.45%
• $ETN +1.43%
• $AMZN +1.05%
• $KLAC +1.01%

My observation? This is exactly what we’ve been saying — when the AI buildout theme rotates back in, the real enablers (memory, power, networking, servers, equipment) move together. Not random. Not hype. Just the actual infrastructure getting paid.

No lottery tickets. These are the names that have to get built.

Which one from the lists is up the most in your portfolio today?
Or which one are you adding more of on this strength?

[Jayrem Fernandez @JayremF]

@Pennyboycrypto $CCJ is strong on the uranium fuel side, but $BWXT remains my biggest conviction. Their nuclear components & SMR moat is massive.

[Jayrem Fernandez @JayremF]

@Christo46444155 Spot on. $ENVX 3D silicon architecture is next-gen. With EV and hyperscaler demand coming, this could easily rerate hard in 2026.

[Jayrem Fernandez @JayremF]

@Christo46444155 UNH absolutely crushing it post-earnings. That guidance raise is huge. Diversifying into healthcare feels right today.