HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA β $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $MU β $864 ATH was $1,089 just on June 3; HBM4 demand cycle just starting, buy dips
3. $DRAM β $55 Pure-play memory ETF, MU + SNDK + Samsung in one; AI memory bottleneck secular story intact
4. $AVGO β $386 Record revenue, 143% YoY AI chip growth, $100B+ FY27 guide reiterated sold off purely on no upside surprise; this is the buy
5. $DELL β $394 AI server revenue up 757% YoY; pulled from $469 ATH on macro fear, not fundamentals
6. $HPE β $49 Just posted strongest AI server quarter ever, 40% revenue growth YoY; tape is disrespecting the print
7. $NVDA β $205 52-week low $140, high $236; Jensen in South Korea closing deals while market panics
8. $IREN β $54 $NVDA owns call options at $70/share; $NVDA partnership is structural floor
9. $INFQ β $17 Quantum computing pure play, early stage; sub-$15 is an accumulation zone Jan 2028 LEAPS
10. $NOW β $112 $30B revenue target by 2030, analyst avg PT $180; beaten down SaaS with real AI monetization
11. $IBM β $305 ATH just hit June 1 at $320; quantum + hybrid cloud re-rating still early
12. $MRVL β $316 Jensen Huang saying MRVL could be a trillion-dollar company; custom ASIC moat is massively underpriced
13. $PLTR β $143 52-week range $122β$207; defense AI spend is multi-decade; dips to $130 are gifts
14. $META β $593 52-week high $796; cheapest Mag7 on forward P/E, more selling probably
15. $MSFT β $417 ATH was $539; Copilot + Azure AI monetization narrative still strongest in enterprise
β»οΈ RESHARE this post and write 1 comment, I'll DM $ORCL earnings play for 1000%. Earnings is on June 12.