2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL $240 → $600
Right now, I'm saying $ORCL is next on June 10 then $MU. Both will be massive earnings.
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CHEATSHEET: How to turn $5000 into $50,000+ in 1 trade...
Strategy only works if you choose these 12 companies:
1. $AMD — AI accelerators gaining share. Massive datacenter opportunity ahead.
2. $ORCL — AI cloud demand exploding. Revenue growth accelerating rapidly.
3. $NOW — AI workflows transforming enterprises. Sticky platform with pricing power.
4. $NVDA — Foundation of AI infrastructure. Demand still exceeds supply.
5. $MSFT — AI monetization across cloud, software, and enterprise.
6. $ARM — Every AI device needs efficient chip architecture.
7. $AVGO — Critical AI networking and custom silicon leader.
8. $IBM — Enterprise AI adoption with trusted customer relationships.
9. $DELL — AI server demand driving infrastructure growth cycle.
10. $DDOG — Monitoring and observability become essential in AI era.
11. $AAPL — AI upgrades unlock ecosystem expansion and device refreshes.
12. $QCOM — AI at the edge powering phones, PCs, and automotive.
Remember this, buy 6–24 month call options on dominant AI companies and give them time to execute. The goal isn't predicting next week. The goal is owning future winners through volatility.
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JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI factory must have running
$PLTR — Turns AI agent outputs into real government/enterprise decisions
$MSFT — Co-built the entire agentic PC platform with Jensen
$TSM — Only company on earth that can build these chips
AND HE HAS A DEAL WITH THESE ONES:
$HPE — Builds and ships the physical AI factory server infrastructure
$IREN — Owns the cheap power AI factories are desperately hungry for
$CRWV — The cloud Jensen personally called out by dollar valuation
$ARM — Every AI chip on the planet runs on ARM architecture
$DELL — First to rack and deploy Vera Rubin in production
$NVDA STILL SUPER EARLY SO DON'T MISS IT!
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It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (not after it spikes)
- $NOW $85 →$400+
- $DELL $235 → $800+
- $MU $320 → $3000+
- $IBM $220 → $600+
- $INTC $20 → 400+
*these are going a lot higher by 2035 just like $NVDA $AAPL $GOOG $TSLA $AMZN $MSFT
3. BUY LEAPS example $NOW buy Jan 2028 $200 calls.
4. OR just put $500-$1000 bucks into $VOO $QQQ each month (safest)
5. Be patient, keep it boring and simple.
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$NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.
2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.
3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.
(NETWORKING)
4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.
5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.
6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.
7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.
(MEMORY / STORAGE)
8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.
9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.
10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.
(POWER / COOLING)
11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.
12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.
13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.
14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.
(CLOUD PLATFORM)
15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.
16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.
17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.
(ENTERPRISE AGENT LAYER)
18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.
19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.
20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.
(AI INFRASTRUCTURE)
21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.
22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.
23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.
24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.
$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.
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$NOW is #1 position in President Trump's portfolio.
1 month ago, I called it out at $85 →$125 up 50% so far.
This is going past $250+ and here's why:
1. $NVDA picked $NOW as its enterprise AI partner. Jensen Huang on stage with McDermott. NOW runs NVDA's AI Factory.
2. Every AI agent needs an orchestration layer. $NOW is that layer. Token demand exploding = NOW's workflows process every single one.
3. $10.9B in contracted future revenue. 21%+ growth. Trump holds it. Smart money doesn't leave this trade.
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$NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exactly for these:
$DELL at $230 → $430
$INTC at $20 → $130
$SNOW at $121 → $240
$DDOG at $120 → $225
$QCOM at → $125 → $250
$ORCL at $138 → $300 (target for earnings)
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2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 10 then $MU on June 24.
This year, I explained these would 10x-20x:
$INTC — $AAPL chip deal + foundry turnaround tripled the stock in months (Trump)
$DELL — Pentagon contract + AI server orders created a multi-catalyst monster (Trump)
$MU — HBM memory sold out through 2026, AI supercycle just getting started (Trump)
$NOW — Enterprise AI agents replacing entire IT workflows, 22% revenue growth accelerating (Trump)
$PLTR — Government + commercial AI contracts exploding, revenue up 56% in 2025 (Trump call)
$TE — nuclear power is the only answer to AI's insatiable electricity demand (Leopold call)
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