C

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

[C @keenancoopp]

My October advice — 5th: 👇

$SNDK — Don’t buy
$MSTR — Don’t buy
$META — Don’t buy
$TSLA — Buy: $368–370
$NVDA — Buy: $225–233
$SPCX — Buy: $145–158
$AMD — Buy: $625–633
What do you think of this combination?

[C @keenancoopp]

Only ~2.2% of U.S. households pay for an AI subscription.

Let that sink in.

AI adoption is still early — and the infrastructure buildout is just getting started.

The names I’m watching:

$NVDA — $AVGO — $TSM
$MU — $AMD — $CRDO
$VRT — $AMZN — $IREN — $NBIS
GPUs. Memory. Networking. Power. Data centers.
The AI trade is much bigger than just the chatbots. 👀

[C @keenancoopp]

ease like and follow. Send me “55” via private message, and I will share it with you for free

[C @keenancoopp]

My wife and I both work at Goldman Sachs.
I’ll only say this once.
This could be one of the fastest ways to potentially reach $2 million before 2028:
Current price: $5.14
Target price: $228.50
This company will develop next-generation optical engines for NVIDIA and IBM in 2027, driving co-packaged optics systems and ultra-efficient short-reach interconnects.

[C @keenancoopp]

Days like this are exactly why I don’t chase the market.

When oil, yields and inflation fears all start moving the wrong way, things can get ugly fast.

Here’s what I’m doing right now:

• Going through my positions
• Cutting anything I don’t need to be holding
• Watching for signs that the selling is starting to cool off
I’m not rushing to buy just because stocks are down.
First protect the capital. Then look for the opportunity.

I’ll be watching closely and sharing what I’m seeing.

[C @keenancoopp]

I previously worked at JPMorgan and have stayed closely involved in the markets ever since.

Some of the calls I made along the way have played out well. I was bullish on $INTC around $45, and the stock later moved above $120. I also took a more cautious view on $SMCI, which has since proved worthwhile.

I’m not here to chase every move. I focus on fundamentals, market trends, and risk.

Heading into mid-October, I’ll keep sharing the names and trends I’m watching. If you find it useful, follow along.

[C @keenancoopp]

My favorite under-the-radar AI play right now:

$MOD

• Data center revenue up 90%+ YoY
• $4B+ long-term data center agreement
• Spinning off its legacy Performance Technologies business
• Expected to become Modexus Solutions on Oct. 1
The interesting part?
The market still doesn’t seem to be treating this like an AI infrastructure story.
Data center cooling is becoming a much bigger deal as power density keeps rising.

This one is worth putting on the radar before more people start talking about it.

[C @keenancoopp]

Buy before September 25st.
Current price: $3.92 Target price: $328 Pay off your debt by the end of the year.
This company is manufacturing next-generation aluminum semiconductor interposers to power high-performance computing systems for Nvidia and IBM.

[C @keenancoopp]

My wife and I both work for DreamWorks Animation. I will only say this once. My advice to you is: cancel your plans on October 20 and stay home.

[C @keenancoopp]

10 months ago, I recommended SanDisk at $50.80. Now it’s $1554.990.
I recommended Micron at $120.90.
Now it’s $961.19.
I will soon share my next high-quality investment pick.

[C @keenancoopp]

$VICR up 13% today

Q3 sequential growth outlook just jumped to 20%+, while royalty revenue from Vertical Power Delivery is starting to ramp.

Four major OEMs and hyperscalers have already licensed the technology.

But here’s what I’m watching:

If AI power density keeps climbing, Vicor won’t be the only company benefiting.

There’s another name sitting further down this supply chain that could be worth a very close look.

Not naming it yet.

Do your own digging. You might find it.

[C @keenancoopp]

$BTDR — $10.50
A $4.7B Norway AI data center lease and a 3 GW power pipeline as it pivots toward HPC.
Which one are you watching most closely? 👀

[C @keenancoopp]

The biggest buying opportunity for everyday investors could be when the Fed hikes rates today.

These 10 stocks under $10 could be 10x plays.

[C @keenancoopp]

$CIFR — $15.20
Hyperscaler HPC leases already signed, with 3.2 GW of Texas capacity conditionally approved for AI compute.