When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW β AI automates every enterprise workflow at scale
Buy zone: $85β$100 | Near 52-week lows, massive AI re-rating
2. $BE β Fuel cells powering AI data centers off the grid
Buy zone: $200β$220 | $ORCL deal de-risks demand story
3. $ASTS β Satellite broadband direct to your phone, globally
Buy zone: $65β$70 | Post-earnings flush, thesis intact
4. $GOOG β Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300β$320 | Key support, 52-week low area
5. $LITE β Optical switches are the nervous system of AI
Buy zone: $600β$700 | Pulled back from $1,000+, still growing 85% YoY
6. $MU β HBM memory is the oxygen inside every AI server
Buy zone: $700β$750 | Key support after Broadcom-induced selloff
7. $SNDK β NAND flash storage exploding on AI inference demand
Buy zone: $1,100β$1,200 | Bull flag on the weekly chart
8. $TE β Data center power infrastructure, critical AI backbone
Buy zone: $6β$7 | Oversold, government energy tailwinds building
9. $RKLB β Launch provider + space systems for AI-connected satellites
Buy zone: $80β$90 | Pulled back hard, $816M SDA contract intact
10. $AAOI β 800G transceivers shipping to hyperscalers at scale
Buy zone: $120β$130 | Volatile beta, best entry on deep dips
11. $NVDA β Designs the GPUs that run every AI model on earth
Buy zone: $165β$175 | 52-week support zone, Jensen demand still intact
12. $ONDS β Drones + autonomous rail powering AI-enabled defense
Buy zone: $7β$8 | Near prior base breakout level
13. $IONQ β Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27β$40 | 52-week range low, government funding tailwind
14. $AMD β EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350β$360 | Key technical support from prior consolidation
15. $ARM β Architecture inside every AI chip ever designed
Buy zone: $220β$240 | Pulled back from highs, royalty model scales forever
16. $ORCL β Cloud infra + AI database layer for the enterprise
Buy zone: $130β$140 | Near 52-week lows pre-earnings catalyst
Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.
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2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 β $320
$HPE $30 β $100
$TE $5 β $20
$KEEL $2 β $18
$DELL $240 β $600
Right now, I'm saying $ORCL is next on June 10 then $MU. Both will be massive earnings.
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It's September 2026, stocks I bought under $20 and they exploded 1000%
1. $KEEL β Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Leopold call)
2. $SATL β Satellite imagery feeds AI training + defense targeting. Fresh DoD contract proves the demand is real. $SPCX SPACEX play
3. $LAES β Every AI agent needs quantum-proof identity. SEALSQ embeds PQC in silicon. The security layer AI can't run without.
4. $POET β Optical Interposer replaces copper in AI clusters. Light moves data faster at half the energy. 800G design wins at record pace.
5. $ONDS β Wireless OS for AI-driven industrial drones. Defense + logistics demand exploding. First-mover advantage. (Trump call)
6. $CIFR β Massive power assets pivoting to HPC. Market repricing it as AI infrastructure owner, not just a crypto miner. Same as $IREN $CRWV $NBIS
7. $BTDR β AI cloud ARR up 60% MoM. 92% GPU utilization. 3 GW global capacity. Own-chip design cuts cost to near zero.
8. $CLSK β Situational Awareness fund loaded 12M+ shares. Massive power footprint waiting to flip into AI colocation. (Leopold bought)
9. $HIVE.TO β Canada's largest AI gigafactory incoming. 100K GPU build-out on 100% renewable power. $225M ARR target.
10. $NOK β Restructuring entirely around AI data center networking. $4B US bet. Optical division feeding hyperscalers directly.
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