Mark Keirstead

[Mark Keirstead @markk007]

@itsmichaelluu Shared! Thanks!

[Michael | Hypermarkets @itsmichaelluu]

Biggest generational buying opportunity for $SPY is in June.

When $SPY crashes 10%-20% buy these:

1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.

2. $BE ~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.

3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.

4. $NVDA ~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.

5. $QCOM ~$204 | Buy zone: $180–$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.

6. $ORCL ~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.

7. $INTC ~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.

8. $GOOG ~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.

9. $MSFT ~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.

10. $META ~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.

11. $AAOI ~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.

12. $LITE ~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.

13. $PLTR ~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.

14. $MRVL ~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.

15. $AMD ~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.

16. $IREN ~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.

17. $NBIS ~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.

[Mark Keirstead @markk007]

@Beno10_MFC 8

[Mark Keirstead @markk007]

@razib_ul47671 AI

[Mark Keirstead @markk007]

@elonmusknews30 👋

[Mark Keirstead @markk007]

@TraderDiegoX Alignment

[Mark Keirstead @markk007]

@TraderDiegoX Align

[Mark Keirstead @markk007]

@FrickWalto62752 @RealJGBanks Sorry for your loss.

[Mark Keirstead @markk007]

@AndrewBolis Send

[Mark Keirstead @markk007]

@Art0fLife_ Amen

[Mark Keirstead @markk007]

@RedDogT3 Hahaha! In Vegas on vacation, haven’t done to bed yet! Nice break from saying “Good morning” on the other side of sleep!

[Mark Keirstead @markk007]

@TheShortBear You want the water temperature 50 degrees or colder, and work towards 3-6 mins, submerging your head for a very brief period before getting out.
There’s a great documentary with Chris Hemsworth, “Limitless with Chris Hemsworth” . You want to watch episode 2.

[Mark Keirstead @markk007]

@Chris76822191 @elon_muff @rick_thinking @iluminatibot Ummm… Modern jetliners are aluminum sheeting on a very light frame. They’re so fragile that they can only fly at cruising speed, at a very high altitude- where the air is very thin.
Zero chance they could have penetrated the building as deeply as it appears on the video.

[Mark Keirstead @markk007]

@stuart_kirksey Hey Stu, thanks for answering my questions. Decent day for me today, wasn’t around premarket for the $TSLA short, but was green on 6 for 6 scalps. Staying out of this chop - never ends well!

[Mark Keirstead @markk007]

@stuart_kirksey So you have mechanical stops - or just a mental one? Do you have a preference for long or short? What is your typical risk per trade? So you have a max loss set for the day?

[Mark Keirstead @markk007]

@stuart_kirksey What are you looking at specifically, when you say you’re “watching the tape”? With the large cap with trade, it is so fast.

[Mark Keirstead @markk007]

@stuart_kirksey I’ve been trading since early 2020, have lost a bunch. First year and a half I was in horrible rooms, but then found Newsbeat in Nov of 2020, and became a regular the following year. I tend toward trading like Melnick, I do well with shooting stars thru the 21, but get out early.

[Mark Keirstead @markk007]

@stuart_kirksey Let me know if you’d be open to having a phone conversation.
Thanks!
Mark

[Mark Keirstead @markk007]

@AmCapTrader Good luck Amber! Wishing you a speedy recovery!