michael donnelly

Drumaness mills, Ardglass golf

[michael donnelly @michaeldonnell5]

@cryptobeast Great

[michael donnelly @michaeldonnell5]

@farman4x 96119

[michael donnelly @michaeldonnell5]

@itsmichaelluu Time to sit in cash

[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.

[michael donnelly @michaeldonnell5]

Pot of gold to help pay for the new training pitch @FcDrumaness

[michael donnelly @michaeldonnell5]

Great to meet the gentleman @nicoleonardvdh at @ardglass golf club this morning…. Even though you were freezing you were great craic

[michael donnelly @michaeldonnell5]

@FcDrumaness The training pitch will be a great asset to the club, well done 👏

[michael donnelly @michaeldonnell5]

@StanCollymore Awesome stan Happy New Year

[michael donnelly @michaeldonnell5]

@CircleLineBT @DarranMarshall Absolutely, there is so much abandoned rail infrastructure in this area it’s such a shame, rail infrastructure gone back in time in this area

[michael donnelly @michaeldonnell5]

@FFScout Wirst

[michael donnelly @michaeldonnell5]

@ArdglassGolf greens like billiard tables 👏

[michael donnelly @michaeldonnell5]

@paulvaughanpro @ArdglassGolf Look forward to overthinking it

[michael donnelly @michaeldonnell5]

@Queen_primis

[michael donnelly @michaeldonnell5]

@ELonMuskNewssX Yes

[michael donnelly @michaeldonnell5]

@TaylorMadeGolf Michael Donnelly

[michael donnelly @michaeldonnell5]

@musk_news13 👋

[michael donnelly @michaeldonnell5]

@Slotoholic Endo

[michael donnelly @michaeldonnell5]

@KenKearneyGD @ArdglassGolf @DARGolf_ @paulvaughanpro What’s the yardage from the various tees, it look like a beast from the tips…😬

[Kearney Golf Design @KearneyGD]

As Brendan Behan said — I only drink on two occasions - when I’m thirsty and when I’m not ..

Fuschia Cottage refurb by GJ McCann. Class job. The perfect stop having made 5 on the 7th …

@ArdglassGolf @paulvaughanpro