Mark Roski

Tracking the AI supercycle one trade at a time ⚡ | Stocks, charts & catalysts | Technical and fundamental insights | NFA

[Mark Roski @mark_roski]

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.
These are the 6 stocks at the center of my 2026 watchlist:

I see $CRWV as a $165 stock trading near $88
I see $NBIS as a $360 stock trading near $219
I see $WULF as a $45 stock trading near $21
I see $OKLO as a $125 stock trading near $48
I see $RKLB as a $180 stock trading near $81
I see $SMR as a $26 stock trading near $9

This is not a random list.

It represents AI compute, Neo-Cloud infrastructure, data center power, advanced nuclear energy, and space infrastructure.

[Mark Roski @mark_roski]

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.
My July advice 11th:

$PLTR (Palantir) — Don’t buy
$ORCL (Oracle) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$NVDA (NVIDIA) — Buy at $200–$215
$MSFT (Microsoft) — Buy at $370–$390
$MU (Micron Technologys) — Buy at $970–$990
$AMD (Advanced Micro Devices) — Buy at $540–$560

People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Mark Roski @mark_roski]

@Garie_adee Yeah, $OKLO has one of the most interesting risk/reward setups on the list.

[Mark Roski @mark_roski]

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.

The 6 best stocks to buy in 2026:

$CRWV is a $165 stock trading near $90
$NBIS is a $360 stock trading near $216
$APLD is a $82 stock trading near $31
$OKLO is a $125 stock trading near $47
$RKLB is a $180 stock trading near $83
$SMR is a $26 stock trading near $9

This is not a random list.

This is AI compute, Neo-cloud, AI power, nuclear energy, and space infrastructure.

People ask, “Why don’t you charge?”
I’ve made enough. Sharing is my passion — that’s why I post for free.

[Mark Roski @mark_roski]

I’ll only say this once:
I’m 63 years old and retired from Fidelity.
Here’s the AI semiconductor list I believe could rebound today:

$META (Meta Platforms) — Don’t chase
$CRWV (CoreWeave) — Don’t chase
$CBRS (Cerebras Systems) — Don’t chase
$AVGO (Broadcom) — Buy at $390–$405
$MRVL (Marvell Technology) — Buy at $235–$250
$AMD (Advanced Micro Devices) — Buy at $530–$550
$SNDK (SanDisk) — Buy at $1,800–$1,860
$MU (Micron) — Buy at $980–$1000
$CRDO (Credo Technology) — Buy at $255–$275
$ALAB (Astera Labs) — Buy at $400–$420

Don’t miss this chance to buy the AI chip supply chain on the dip.
Hold through year-end, and this list may look obvious in hindsight.

[Mark Roski @mark_roski]

@StockSavvyShay This is bigger than one launch. More competition means more spending, faster innovation and a much larger space economy.

[Mark Roski @mark_roski]

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.

The 6 best stocks to buy in 2026:

$NBIS is a $360 stock trading near $216
$CRWV is a $165 stock trading near $89
$APLD is an $82 stock trading near $31
$RKLB is a $180 stock trading near $82
$OKLO is a $125 stock trading near $47
$SMR is a $26 stock trading near $9

Most people will ignore this list today.
By 2026, they may wish they had saved it.
Follow before the next watchlist drops.

[Mark Roski @mark_roski]

@DeItaone What stands out to me is the flywheel. Starlink funds scale, Starship lowers launch costs, and defense demand gives SpaceX a strategic layer most companies cannot replicate.

[Mark Roski @mark_roski]

I’ll only say this once:

I’m 63 years old and retired from Fidelity.

Here’s the AI semiconductor list I believe could rebound today:

$META (Meta Platforms) — Don’t chase
$CBRS (Cerebras Systems) — Don’t chase
$MU (Micron) — Buy at $930–$960
$SNDK (SanDisk) — Buy at $1,650–$1,760
$MRVL (Marvell) — Buy at $225–$240
$AVGO (Broadcom) — Buy at $375–$390
$CRDO (Credo Technology) — Buy at $240–$265
$ALAB (Astera Labs) — Buy at $375–$400
$AMKR (Amkor) — Buy at $64–$68

$NVDA Jensen Huang: The market has finally given patient investors another opportunity.

Hold through year-end, and this list may look obvious in hindsight

[Mark Roski @mark_roski]

I’ll only say this once. : I'm 63 years old and retired from Fidelity.
I’ll say this once: here’s the list of stocks that could rebound this week:

$CRWV (CoreWeave) — Don’t buy
$META (Meta Platforms) — Don’t buy
$CBRS (Cerebras Systems) — Don’t buy
$MRVL (Marvell Technology) — Buy at $240–$250
$AVGO (Broadcom) — Buy at $370–$375
$SNDK (SanDisk) — Buy at $1,695–$1,760
$AMD (Advanced Micro Devices) — Buy at $540–$560
Don’t miss this chance to buy AI stocks on the dip.

Hold through year-end, and you’ll come back to thank me.

[Mark Roski @mark_roski]

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.

These 8 companies are trading below where I believe they belong right now, and remain obvious buys:

1. $MU (Micron) — Buy at $920–$950
2. $SNDK (SanDisk) — Buy at $1,550–$1,650
3. $CRWV (CoreWeave) — Buy at $80–$86
4. $NBIS (Nebius) — Buy at $190–$205
5 $APLD (Applied Digital) — Buy at $30–$33
6. $IREN (IREN Ltd) — Buy at $39–$42
7. $OKLO (Oklo) — Buy at $47–$52
8. $SMR (NuScale Power) — Buy at $8.50–$10

This is not a random dip-buying list.

Come back to this post later this year, and you may thank yourself for paying attention before the crowd did.

[Mark Roski @mark_roski]

@StockSavvyShay I think $RKLB benefits from this even if Blue Origin never goes public. A $130B private valuation resets how investors think about the space infrastructure category.

[Mark Roski @mark_roski]

The three major U.S. indexes have pulled back consecutively, but the real opportunity may be re-emerging in AI infrastructure.

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.
here’s the list of stocks that could rebound this week:

$MU (Micron) — Buy at $920–$980
$CRWV (CoreWeave) — Buy at $80–$85
$NBIS (NEBIUS) — Buy at $190–$200
$APLD (Applied Digital) — Buy at $25–$33
$IREN (IREN Ltd) — Buy at $35–$42
$OKLO (Oklo Inc) — Buy at $45–$50
$SMR (NuScale Power) — Buy at $5–$12
$RKLB (Rocket Lab) — Buy at $80–$85
$ASTS (AST SpaceMobile) — Buy at $70–$76

Come back to this post later this year, & you’ll thank yourself that you listened…

[Mark Roski @mark_roski]

@antibearthesis Honestly, Thiel’s point is simple: the AI race may be huge, but the cleanest profits are still at the infrastructure layer. $NVDA sells the picks and shovels while everyone else fights over margins.

[Mark Roski @mark_roski]

I’ll only say this once. : I'm 63 years old and retired from Fidelity.
I’ll say this once: here’s the list of stocks that could rebound this week:

$CRWV (CoreWeave) — Don’t buy
$META (Meta Platforms) — Don’t buy
$CBRS (Cerebras Systems) — Don’t buy
$MRVL (Marvell Technology) — Buy at $240–$250
$AVGO (Broadcom) — Buy at $370–$375
$SNDK (SanDisk) — Buy at $1,695–$1,760
$AMD (Advanced Micro Devices) — Buy at $540–$560
Don’t miss this chance to buy AI stocks on the dip.

Hold through year-end, and you’ll come back to thank me.

[Mark Roski @mark_roski]

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.
The 6 best stocks to buy in 2026

$NVDA is a $300 stock trading at $195
$META is a $800 stock trading at $600
$ZETA is a $40 stock trading at $20
$SOFI is a $35 stock trading at $18
$SPCX is a $50 stock trading at $160
$CELH is a $50 stock trading at $33

People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Mark Roski @mark_roski]

NOW - Trump rings the New York Stock Exchange opening bell from the Oval Office, launching Trump Accounts, for kids

Trump’s AI chip war has just begun.
Most people still think this trade is only $NVDA.

They are wrong.

Here are the real names:
$NVDA — AI GPU
$AMD — AI accelerator
$AVGO — AI ASIC
$MRVL — Custom AI chips
$MU — HBM / AI memory
$INTC — Made in America chips
$TSM — Arizona advanced fabs
$AMKR — Advanced packaging
$AMAT — Fab equipment
$GFS — Domestic foundry

[Mark Roski @mark_roski]

I'm 63 years old and retired from Fidelity. My monthly income is $150,000.
I’ll say this once: here’s the list of stocks that could rebound this week:

$CRWV (CoreWeave) — Don’t buy
$META (Meta Platforms) — Don’t buy
$CBRS (Cerebras Systems) — Don’t buy
$MRVL (Marvell Technology) — Buy at $240–$250
$AVGO (Broadcom) — Buy at $352–$365
$SNDK (SanDisk) — Buy at $1,695–$1,760
$AMD (Advanced Micro Devices) — Buy at $506–$520
Don’t miss this chance to buy AI stocks on the dip.

Hold through year-end, and you’ll come back to thank me.