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.
Whatâs your little joy today?
@MrMikeInvesting Man, this is a solid list. RKLB and ASTS have been on my radar for a while â space infrastructure is finally getting real traction. If even half of these hit their potential by end of 2026, itâll be life-changing. Great breakdown!
@Pennyboycrypto This market doesnât give a damn đ âPeace deal��� or not, weâre ripping! Already up big on my tech stack. Loading more NVDA and TSLA calls before close. Letâs gooo đĽ
Of course the market pumps on NOTHING. No signed deal, just âgood signsâ and hopium. This is why I hate trading anymore. Pure manipulation and fairy tales driving prices.
The biggest market catalyst NO ONE saw coming
Iran âpeace dealâ hopes just exploded:
Oil crashed 5%
10Y yield dropped hard
Stocks screaming higher
Everyoneâs celebrating like itâs signed.
But hereâs the truth theyâre ignoring:
This âdealâ hasnât been signed.
Rubio says âgood signsâ
Trump says âfinal stagesâ
Iran calls it âfabricated bullshitâ
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 âtalks collapsedâ â oil rips 10%+ overnight and everything reverses.
This is classic hope-driven rally on NOTHING concrete.
Iâm watching, not chasing.
Opportunist, not Maximalist.
You buying this âpeace rallyâ or waiting for the next headline bomb? đ
10 stocks. 1 decade. Millionaire potential.
2036 target:
$IONQ â $48 Must buy â Commercial quantum leader, $470M RPO backlog, DARPA + Space Dev Agency contracts locked in
$ASTS â $86 Must buy â FCC authorized for US commercial service, 45 satellites by year-end, $1.2B+ committed backlog
$TEM â $45 Must buy â AI drug discovery platform, $1.1B+ milestone payments secured, Nvidia + Lilly collaboration
$LRCX â $268 Must buy â 2nm lithography enabler, record WFE spend, every AI chip runs through Lam
$NU â $12 Must buy â 135M+ customers, $5B+ quarterly revenue, AI-driven lending with 29% ROE
$QS â $7.1 Must buy â 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
MUST READ đ¨
Micronâs CEO is on Trumpâs China trip.
Thatâs a bigger deal than most people realize.
Hereâs why $MU could be the most asymmetric bet on the summit â
The backstory:
2023: China banned Micron chips from critical infrastructure.
Result: MUâs China revenue collapsed from 34% to ~7%.
They lost access to the worldâs largest memory market â just as the AI boom exploded.
đ¨ďż˝ďż˝ 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:
â If nothing changes: stock holds on AI fundamentals
â If ban lifts: massive upside re-rating
The numbers:
Current price: ~$767
FY26 EPS consensus: $58.11 â P/E of 13x
FY27 EPS consensus: $101.78 â P/E of just 7x
And thatâs 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 doesnât crash â but the $1,000 dream fades.
2. âBuy the rumor, sell the news.â If expectations get too high, a âno dealâ could trigger profit-taking.
But hereâs the key:
MUâs 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 isnât âwill the ban lift?â
Itâs: are you willing to pay current prices for the AI story, with China as a free lottery ticket?
Whatâs your move on $MU into the summit?
đ
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.
Donât miss outâŚ
@Pennyboycrypto I see this as a healthy breather, not the top. AI capex isnât going away. Rotated some profits into the beaten down names today actually.
@Pennyboycrypto Haha thanks broďźđ Appreciate the vibe check. Still just chilling on my $MU position for now â 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.
@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.
Love seeing the power + nuclear stack moving together. $VST, $GEV and $SMR all looking strong. Infrastructure thesis cooking Which one are you adding more of today?
The 2036 Watchlist (Parts 1-3) is absolutely COOKING today đĽ
Hereâs how our long-term infrastructure plays performed:
⢠$MU +8.26% â 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%
⢠$KLAC +1.01%
My observation? This is exactly what weâve been saying â when the AI buildout theme rotates back in, the real enablers (memory, power, networking, servers, equipment) move together. Not random. Not hype. Just the actual infrastructure getting paid.
No lottery tickets. These are the names that have to get built.
Which one from the lists is up the most in your portfolio today?
Or which one are you adding more of on this strength?
The 2036 Watchlist (Parts 1-3) is absolutely COOKING today đĽ
Hereâs how our long-term infrastructure plays performed:
⢠$MU +8.26% â 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 weâve been saying â 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?