Iulius Caesar

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My July advice 2th:
$PLTR (Palantir) — Don’t buy
$CRWV (CoreWeave) — Don’t buy
$META (Meta Platforms) — Don’t buy
$INTC (Intel) — Buy at $118–$123
$NBIS (NEBIUS) — Buy at $218–$226
$NVDA (NVIDIA) — Buy at $180–$188
$MU (Micron Technologys) — Buy at $990–$1,010
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@itsmichaelluu Top information

[Michael | Hypermarkets @itsmichaelluu]

$MU is the biggest bottleneck for AI infrastructure.

It's revenue increased 346% in 1 year.

Here's 20 AI bottleneck stocks to buy:

Memory / Storage

1. $MU — HBM monopoly w/ SK Hynix, Samsung; 2026 sold out, ramping for 2027.

2. $SNDK — NAND flash bottleneck; up 464% in 2026 on supply tightness.

3. $WDC / $STX — HDD makers; AI storage demand outstripping supply, pricing power surging.

Compute / Foundry

4. $NVDA — GPU compute layer; nothing trains at scale without their chips.

5. $TSM — Sole advanced foundry (3nm/2nm) for $NVDA, $AAPL, $AMD; no alternative.

6. $ASML — Only EUV lithography maker; TSMC literally can't make chips without it.

7. $AVGO — Custom AI ASICs (Google TPU, Meta) + networking switches; quietly indispensable.

8. $INTC — Foundry capacity, packaging, CPUs flagged as next bottleneck layer.

9. $GFS — Mature-node (28nm-90nm) chips now bottlenecked; pricing power returning.

Networking / Optical

10. $ANET — AI cluster networking; GPUs can't function as one supercomputer without it.

11. $COHR — Optical transceivers for AI cluster interconnects; NVDA took a $2B stake.

12. $CIEN — Optical "pipes" moving massive AI traffic between data centers.

13. $ALAB / $CRDO — Connectivity chips linking GPUs at rack/cluster scale.

14. $POET — Pure-play photonics; optical engines for AI data centers.

Power / Cooling

15. $VRT — Liquid cooling/power distribution; GPU racks now run too hot for air cooling.

16. $ETN — Electrical/power delivery systems; data center power buildout chokepoint.

17. $CEG — Largest US nuclear operator; pre-sold gigawatts to AI hyperscalers.

18. $BE — On-site fuel cell power; faster deployment than waiting on grid upgrades.

19. $GEV — Gas turbines sold out through 2028; power is now the #1 gating constraint.

Server / Integration

20. $DELL — Rack-scale AI server integrator turning GPUs into deployable systems.

♻️ RESHARE this post and write 1 comment, I'll DM you my plays that will explode like $MU did for earnings.

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 I don't understand the new opportunity is Casey ? To buy now ?

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stocks

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Hello How you can think about Sidu ?

[Iulius Caesar @mongrifone60]

@StockOptions888 Great Marvel you are a genius

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Stock

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Thank you for all !

[Iulius Caesar @mongrifone60]

@BillBrooklyn10 Hallo but something about Quantum ?

[Iulius Caesar @mongrifone60]

@Elonpappy 15

[Iulius Caesar @mongrifone60]

@Elonpappy 13