jwinter

Just here to retweet Alpha

[jwinter @jwinter300]

@TiffanyFong @HunterBiden I like his style.

[Michael | Hypermarkets @itsmichaelluu]

$SPY crashed 3% in 1 day and everyone panicked.

It's going to crash at least 10% soon.

I'm adding these gems for 10x swing play:

(stocks returns yesterday vs past year)

1. $AMD: -2.5% | +315%
AI data center revenue +57% YoY. MI450 ramp begins.

2. $INTC: -3.9% | +466%
Turnaround trade. AI server CPUs finally printing real numbers.

3. $SNDK: -1.4% | +4,490%
NAND supply squeeze. No one saw this coming. Everyone missed it.

4. $ARM: -4.5% | +293%
Every AI chip runs on ARM. Royalty flywheel just getting started.

5. $TSLA: -7.7% | +43%
Robotaxi, humanoid, energy. Next decade belongs to full autonomy.

6. $BE: -9.5% | +1,273%
Fuel cells power AI data centers. Oracle deal changes the growth curve.

7. $NOW: -5.0% | -39%
AI workflow automation sleeper. Dip is the setup before the re-rate.

8. $ORCL: -6.4% | +64%
Cloud AI contracts printing. $345 high shows the ceiling hasn't been found.

9. $NVDA: -4.1% | +49%
Hyperscalers have no alternative. Jensen's decade is just beginning.

10. $AAOI: -12.5% | +1,093%
800G transceivers. AI optical backbone play hiding in plain sight.

11. $MRVL: -7.5% | +377%
Jensen said it. Next trillion-dollar company. Custom ASICs win the race.

12. $HPE: -6.8% | +96%
AI server demand exploding. Q2 blowout. Old tech, new AI hardware story.

13. $DELL: -3.0% | +329%
AI PC + server supercycle. Jim Cramer says it's Dell's decade. Hard to argue.

14. $QCOM: -3.0% | +96%
ByteDance AI customer. On-device AI just unlocked a new TAM.

15. $ASTS: -6.6% | +295%
Satellite-to-smartphone broadband. 3 billion potential subscribers.

16. $IONQ: -1.7% | +146%
Trapped-ion quantum. Defense contracts validating the commercial roadmap.

17. $RKLB: -4.0% | +355%
SpaceX IPO lifts all space boats. Neutron rocket = the next growth engine.

18. $NBIS: -8.4% | +459%
Jensen Huang's neocloud pick. Leopold Aschenbrenner's top holding. AI infra pure play.

19. $IREN: -5.5% | +598%
$3.65B GPU financing. Microsoft deal. AI cloud pivot fully underway.

20. $LITE: -8.6% | +975%
$NVDA invested $6.5B in photonics. LITE is the picks-and-shovels winner.

DO NOT MISS this dip opportunity, you don't have to be a genius to be a millionaire by 2030.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 5 stocks to buy to 10x my portfolio.

[jwinter @jwinter300]

@TiffanyFong @AOC Tell her Fong!

[jwinter @jwinter300]

@TiffanyFong

[Bilaal- BD investing @bdinvestingg]

Stocks expected to more than 3X their revenue in the next 5 years:

Nvidia $NVDA: +252%
Broadcom $AVGO: +257%
Oracle $ORCL: +294%
Rocketlab $RKLB: +300%
AMD $AMD: +314%
Palantir $PLTR: +458%
Iren $IREN: +1547%
Ondas $ONDS: +3188%
ASTS Spacemobile $ASTS +5471%
Nebius $NBIS +6400%

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[jwinter @jwinter300]

@TiffanyFong 2

[jwinter @jwinter300]

@TiffanyFong Depends on the girl.

[jwinter @jwinter300]

@TiffanyFong So I buy you dinner, then take you to pound town for a few hours for free, what do I get?

[Justin Banks @RealJGBanks]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[The Market Matrix @MarketMatrixs]

8 stocks, 8 opportunities to generate generational wealth from these levels by 2030🧵

1. $NOW ServiceNow

-45% from all-time highs

[Seth Klarman @robertl1989]

I’ll say this one last time: these 10 companies will mint millionaires by 2030.
My top picks for May:

1. $SATL(Satellogic) — $10 → $16 2.
2. $IREN(Iren) — $64 → $120 3.
3. $ASTS(AST Spacemobile) — $126 → $320 4.
4. $RKLB(Rocket Lab) — $146 → $210 5.
5. $NBIS(NEBIUS) — $226 → $375 6.
6. $NOK(Nokia) — $15 → $24 7.
7. $USAR(USA Rare Earth) — $27 → $43 8.
8. $LUNR(Intuitive Machines) — $42 → $74 9.
9. $BKSY(BlackSky) — $51 → $78 10.
10. $NOW(ServiceNow) — $100 → $180 Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

[jwinter @jwinter300]

@TiffanyFong

[Leopold Stock Tracker @LeopoldATracker]

The market still does not understand what’s coming.

AI infrastructure will create one of the biggest wealth transfers in modern history.

Here are 12 stocks positioned to benefit before AGI arrives 🧵👇

[JUST KAWS @JUST_KAWS]

Top 12 Stocks to BUY now according to Leopold Aschenbrenner

1) Applied Digital $APLD
2) Bloom Energy $BE
3)CleanSpark $CLSK
4)CoreWeave $CRWV
5)Intel $INTC
6) IREN $IREN
7) Keel Infrastructure $KEEL
8) Micron $MU
9) Riot $RIOT
10) Sandisk $SNDK
11) T1 Energy $TE
12) Taiwan Semiconductor $TSM

[Midas @midascabal]

Leopold Aschenbrenner is the BEST trader in the world and he holds these 10x positions.

All positions could print generational wealth in the next 5 years.

Here they are:

[Jason Luongo @JasonL_Capital]

The White House is telling you exactly where to invest.

They just awarded $2 billion to quantum computing companies.

Here are 5 names on that list:

1. $INFQ - Infleqtion

Neutral-atom quantum computing company that just guided for $40 million in 2026 revenue. Already stacking government contracts - $2 million DARPA award for next-gen quantum software, $3.9 million from ARPA-E for quantum chemistry research. Now add ~$100 million from this new federal package. The government keeps writing checks to the same company.

[Jason Luongo @JasonL_Capital]

Jensen Huang just said AI will create more millionaires in 5 years than the Internet did in 20.

Here are ten stocks that could create millionaires by 2030:

1. $NBIS - Nebius Group

Q1 revenue $399M, up 684% YoY. AI cloud revenue up 841% YoY to $390M. Secured 1.2 GW of power for a new AI factory in Pennsylvania. Full-year 2026 guidance of $3-3.4B. Growing faster than almost any AI infrastructure company in the market right now.

[Midas @midascabal]

Leopold Aschenbrenner just added 3 new 10x positions.

Both under $1B market cap.

Here they are:

[Mark Sterling @MarkSterling0]

A few days ago, $NVDA CEO Jensen Huang revealed the full five-layer stack that underpins the AI supercycle…
These 5 layers include:
Energy：
1. $CEG
2. $VST
3. $OKLO
4. $EOSE
5. $GEV
Chips & Computing：
1. $NVDA ,
2. $AMD
3. $TSM
4. $MU
5. $ARM
Cloud & Data Centers：
1. $NBIS
2. $IREN
3. $CRWV
4. $APLD
5. $CIFR
AI Models：$MSFT
1. $GOOGL
2. $META
3. $AMZN
4. $ORCL
Applications：
1. $PLTR
2. $TSLA
3. $NOW
4. $SNOW
5. $CRM
Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.
Bookmark this post for research!