Robert Whitman

"We won't discuss the market—we're already in it."

[Robert Whitman @kentleebb]

It's very simple...

$IREN
is a $100 stock

$CRWV
is a $300 stock

$ASTS
is a $200 stock

$RDW
is a $50 stock

$SOFI
is a $50 stock

$ONDS
is a $20 stock

$GLXY
is a $60 stock

$RDDT
is a $400 stock

$CIFR
is a $45 stock

$CELH
is a $180 stock

$UUUU
is a $40 stock

$META
is a $1,300 stock You can debate them. Or you can position for them. The only variable left is execution.

[Robert Whitman @kentleebb]

Like and follow me—in my upcoming posts, I'll be sharing my stock recommendations.

[Robert Whitman @kentleebb]

SpaceX is set to go public within a month.

At a valuation of $1.43 trillion, this would be the largest IPO in history.

Seven publicly traded companies have already signed contracts with SpaceX.

They are as follows:

[Robert Whitman @kentleebb]

The Closest Way to Hold SpaceX Shares Pre-IPO

SATS
– EchoStar sells spectrum assets to SpaceX
– Original valuation: $17 billion; Revised valuation: approximately $22.6 billion
– Consideration consists of approximately $8.5 billion in cash plus roughly 11 billion shares of SpaceX Class A stock (valued at $212 per share)
– Approved by the FCC on May 13

[Robert Whitman @kentleebb]

Why is a SpaceX IPO a Bearish Signal?

This falls into the realm of empirical observation.

Historically, whenever a massive, high-market-cap giant goes public—whether just before or just after its IPO—there is a significant probability that the broader market will undergo a violent correction. This pattern holds true in both China and the United States.

Take, for instance, PetroChina, which listed on October 5, 2007.

Or Semiconductor Manufacturing International Corporation (SMIC), which listed on July 16, 2020.

Or Cambricon, which listed on July 2, 2020.

Turning to U.S. stocks, examples include Facebook, which listed on May 8, 2012, and Uber, which listed on May 10, 2019.

There are numerous examples of this phenomenon.

The underlying logic driving this situation is a "capital siphon" effect.

Essentially, active trading capital flows out of other individual stocks and floods into these corporate behemoths.

As this pattern repeats itself, many investors—seeking to preemptively mitigate risk—will exit the market early. This gives rise to what is known as the "Giant IPO Curse."

The larger the market capitalization of such a giant, the greater the volume of capital it siphons away, and the more violent the ensuing market correction is likely to be.

SpaceX is reportedly targeting an IPO valuation of $1.75 trillion, aiming to raise $75 billion. This scale is vastly larger than that of Facebook or Uber at the time of their respective listings.

Does the listing of such a giant guarantee a market decline? Not necessarily—it is not a 100% certainty.

However, the risk of a downturn exists; the market *might* fall, or it *might not*. That is precisely what constitutes uncertainty.

It is akin to a scenario where money is raining down from the sky, but knives are falling right alongside it. Would you brave a shower of knives just to pick up the cash?

No rational person would.

A rational person would wait until the shower of knives had ceased before stepping in to collect the money.

Therefore, avoiding uncertainty should be the primary objective.

My own strategy is to wait until this period of uncertainty has passed before entering the market to hunt for bargains.

My earlier prediction that the World Cup would trigger a market decline was also based on this "capital siphon" effect.

Around the time the World Cup kicks off, a massive amount of capital globally gets diverted into sports betting. Furthermore, the individuals controlling these funds often stay up late to watch the matches.

Consequently, trading volume in financial markets tends to drop, and market sentiment often deteriorates—hence the phenomenon known as the "World Cup Curse." When these two ominous forces are compounded by excessive expectations regarding the Fed's balance sheet reduction, the resulting uncertainty is truly extraordinary.

[Robert Whitman @kentleebb]

Top 2026 leading stocks key support levels based on Fibonacci Retracements - Memory 1.

$SNDK
| $1355 2.
$MRAM
| $34.88 3.
$SIMO
| $237 AI Infrastructures 1.
$IREN
| $49.5 2.
$CIFR
| $20 3.
$NBIS
| $196 4.
$HUT

| $95.7 5.
$WYFI
| $26.5 6.
$ALAB
| $264.4 Drones and Defense 1.
$PLTR
| $120 2.
$ONDS
| $9 3.
$OSS
| $15.6 Photonics 1.
$AAOI
| $174.5 2.
$AEHR
| $90 3.
$LWLG
| $12.7 4.
$POET
| $13.6 5.
$LITE
| $880.4 5.
$COHR
| $366.5 Quantum Computing 1.
$INFQ
| $14.9 2.

$IONQ
| $59.7 3.
$RGTI
| $26.4 4.
$QBTS
| $26.6 Energy 1.
$BE
| $274 2.
$TE
| $8 3.
$AMPX
| $15.3 Space 1.
$RKLB

| $119.84 2.
$FLY
| $45.6 3.
$SATL
| $9.5 4.
$PL
| $39.7 5.
$ASTS
| $99 6.
$VOYG
| $39.8 Semiconductor 1.
$AMBQ
| 67.7 2.
$NVTS
| $25.8 3.
$WOLF
| $65.4 4.
$INTC
| $111 5.
$ARM
| $286 6.
$MRVL
| $168 7.
$NVDA
| $208.4 8.

$FORM
| $128 The market could be set up for a strong week if we see progress on a US–Iran deal. Bookmark this post for later!

[Esther & Michael @SuperLuckeee]

I told you to buy:

$ASTS at $2 now $106
$IONQ at $7 now $64
$INTC at $20 now $120
$QCOM at $128 now $238

My 4 favorite ones under $20 right now:

1. $POET
2. $TE
3. $KEEL
4. $LAES

[Robert Whitman @kentleebb]

Could Investing in These 10 Stocks Make You Rich by 2030?

Nokia –
$NOK

Cisco –
$CSCO

Circle –
$CRCL

AXT Inc –
$AXTI

Nebius –
$NBIS

SanDisk –
$SNDK

Rocket Lab –
$RKLB

AST SpaceMobile –
$ASTS

Micron Technology –
$MU

Marvell Technology –
$MRVL

All of these stocks are on the verge of a major breakthrough.

[Robert Whitman @kentleebb]

The best positioned businesses across the AI-Infrastructure buildout stack. Layer 1: Data centers -

$CRWV
-
$IREN

-
$ORCL

Top pick:
$NBIS

Layer 2: Connectivity - $AOI-
$ALAB

-
$LITE
Top pick:
$CRDO

Layer 3: Energy -
$OKLO

-
$FLNC

-
$EOSE
Top pick:

$BE
Layer 4: Supply Bottlenecks -

$AXTI
- $IQE-

$COHR
Top pick:

$WOLF
What are your top picks?

[Robert Whitman @kentleebb]

The White House has stepped directly into the fray.

Quantum computing companies have secured $2 billion in government grants, with the Trump administration simultaneously taking an equity stake in each of them.

If you missed out on the storage and CPU booms, do not miss this one.

The five primary beneficiaries are:

$IBM
— $1 billion
$GFS
— $375 million
$QBTS
— $100 million
$RGTI
— $100 million
$INFQ
— $100 million

This is a sector personally championed by the President—the logic is as simple as that.

[Robert Whitman @kentleebb]

In 2024, you already missed out on these legendary stocks that delivered 100x to 1000x returns:

$RKLB: Skyrocketed from $3.50 all the way to $138 (a massive surge of 3942%)

$LITE: Soared from $40 all the way to $1085 (a massive surge of 2712%)

$BE: Rocketed from $9 all the way to $310 (a massive surge of 3444%)

Now, as we step into 2026, Leopold Aschenbrenner has once again revealed the "wealth code" for the future:

$TE
— Current Price: $9

$APLD
— Current Price: $39.50

$CLSK
— Current Price: $15.40

$CRWV
— Current Price: $101

$IREN
— Current Price: $53

$KEEL
— Current Price: $4.20

$BW
— Current Price: $19

$CORZ
— Current Price: $23

$BTDR
— Current Price: $13

$WYFI
— Current Price: $24

[Robert Whitman @kentleebb]

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

[Robert Whitman @kentleebb]

The U.S. is set to award $2B to quantum companies through the CHIPS and Science Act with deals structured as grants plus minority government equity stakes. Awards reportedly include: •

$IBM
~$1B •
$GFS
~$375M •
$QBTS
~$100M •
$RGTI
~$100M •
$INFQ
~$100M

[Robert Whitman @kentleebb]

Do "100-baggers"—stocks that appreciate a hundredfold—exist in the U.S. market?
Yes, they do. However, the reality might differ from what you imagine.

Netflix: $3 in 2007, $900 in 2025—a 300-fold return over 18 years.

Tesla: $2 in 2012, $300 in 2025—a 150-fold return over 13 years.

Amazon: IPO price of $1.50 in 1997, now trading at $200—a 130-fold return.

They share one common characteristic: before they surged a hundredfold, absolutely no one believed they were capable of such growth.

When Netflix had only risen tenfold, everyone declared, "Streaming has hit its ceiling."

When Tesla had merely quintupled in value, Wall Street was still betting on its bankruptcy.

Amazon posted losses for 20 consecutive years, and every single year, critics claimed Bezos was simply "burning through cash."

The truth, therefore, is this: in all likelihood, you won't be able to hold onto a 100-bagger long enough to realize its full potential. It’s not because you can't acquire the stock; it’s because you’ll likely sell it once it has risen tenfold, and when it subsequently suffers its first 50% correction, you’ll congratulate yourself for having "gotten out in time."

100-baggers aren't *picked*; they are *held*.

Now, consider a different approach: instead of placing a single bet on one stock in hopes of a hundredfold return, identify three distinct sectors or trends that each hold the potential for a 10-to-30-fold return. By constructing a diversified portfolio across these areas, you can realistically achieve an aggregate return approaching that coveted hundredfold mark.

Every 100-bagger, during its nascent stage, exhibits three common traits:

First, the industry is undergoing a fundamental paradigm shift—not merely a minor improvement, but a complete rewriting of the rules of the game.

Second, the company in question occupies an indispensable position within that specific paradigm shift.

Third, the prevailing market consensus at the time severely underestimates both the duration and the magnitude of this transformative change.

So, what level of paradigm shift is unfolding right now? There are at least three key directions worth exploring.

[Robert Whitman @kentleebb]

In every midterm election year, the S&P 500 index declines from May through October:

1962: -22.16%
1966: -21.22%
1970: -0.15%
1974: -33.11%
1978: -7.91%
1982: +16.86%
1986: -8.14%
1990: -19.57%
1994: -2.05%
1998: -17.66%
2002: -31.34%
2006: -4.64%
2010: -6.03%
2014: -4.89%
2018: -5.15%
2022: -18.9%

2026 will be no exception.

[Robert Whitman @kentleebb]

$SNDK
Entered at $30 — Skyrocketed 4400%

$MU
Entered at $60 — Skyrocketed 1100%

$NBIS
Entered at $20 — Skyrocketed 1000%

$IREN
Entered at $5 — Skyrocketed 900%

$AMD
Entered at $85 — Skyrocketed 400%

Now, 2026 is serving up these opportunities on a silver platter once again:

$SOFI
Current Price: $15

$NOW
Current Price: $100

$NVDA
Current Price: $220

$CRWV
Current Price: $100

$NU
Current Price: $12

Don't let this chance slip through your fingers this time... 🚀🔥

[Robert Whitman @kentleebb]

Focus on these 10 groups of market leaders during the market correction. Optical Sector: 1.
$AXTI
2.
$AAOI

3.
$LWLG

4.
$LITE

5.
$CRDO

6.
$AVGO

Memory: 1.
$MRAM

2.
$SIMO
3.

$SNDK
4.

$DRAM
Defense Sector： 1.

$ONDS
2.

$OSS
3.
$PLTR

Space Sector： 1.
$RKLB

2.
$FLY

3.
$ASTS
4.

$SATL
Quantum Sector： 1.

$IONQ
Energy： 1.

$TE
2.

$EOSE
3.
$AMPX

AI Infrastructures： 1.
$IREN
2.

$CIFR
3.

$ALAB
4.

$NBIS
Semiconductor： 1.
$AMBQ

2.
$ARM

3.
$WOLF

4.
$NVTS

5.
$INTC
Robotics： 1.

$OUST
Critical Minerals： 1.

$UMAY
2.

$MP
3.

$UUUU
Hardest part of investing is having patience. Once you master it and compounding will change our life!