Phon Cheyaroon

CEO/INVESTOR/GROWTH-MINDSET

[Phon Cheyaroon @phon_amb]

หุ้นอเมริกา ที่ผมมองว่ามีแนวโน้มที่ดี
และอยากได้มากที่สุด สำหรับก่อนเข้าปี 2025
$NVDA $AMZN $TSLA $PLTR $RKLB $TMDX $HIMS $MELI $CRWD $ASML

หุ้นเสี่ยงหน่อย ผันผวนระยะสั้น แต่มองว่าไปอีกไกล
$SNOW $NVTS $U $CFLT $NOW

#หุ้น #ลงทุน นำไปทำการบ้า��กันต่อนะครับ

[BitcoinAIGuy @BitcoinAIGuy]

$IREN my gut tells me a major deal announcement is coming in days/weeks

YOU ARE NOT BULLISH ENOUGH!

[Ethan Walker @MajidTulsh32058]

These 10 stocks are on the verge of major breakouts — rich before 2030:
1. Caterpillar - $CAT
2. Deere - $DE
3. Eaton - $ETN
4. Cummins - $CMI
5. Rockwell Automation - $ROK
6. Honeywell - $HON
7. Siemens - $SIEGY
8. ABB - $ABBNY
9. Emerson - $EMR
10. PTC - $PTC

[Lin @Speculator_io]

One of the best way to find the next big winner is to track new IPOs.

The leading ones right now:

$CDNL Cardinal +138.07%
$AMBQ Ambiq+128.38%
$LGN Legence +127.38%
$Q Qnity +106.10%
$ELVR Elevra Lithium +85.77%
$SOLS Solstice +80.00%
$PURR Hyperliquid Strategies +77.05%
$FLY Firefly +70.58%
$WYFI WhiteFiber +70.50%
$CRCL Circle +52.96%
$LIFE Ethos +52.23%
$FPS Forgent Power +48.55%
$REA Rare Earths Americas +45.89%

I track every major new IPOs here:
https://t.co/gx4nlgITMK

[Questflow Signals @QFSignals]

This is The Trump Pump. 🚀

$AXTI +8110% in a year. $SNDK +3696%. $MU +772%.

And we're still early.

Storage. Memory. AI compute. Rare earths. Nuclear. Space. Every single narrative is just warming up.

The biggest mistake you can make right now? Sitting in cash.

Get on the train before it leaves the station. 🚂💨

[CMS Invests @cmsinvests]

President Trump already gave you:
- $INTC at $20 - up 500%

Now Trump is giving you:
- $DELL at $230
- $USAR at $20
- $MP at $40
- $LAC at $5

Don’t miss out again…

[InvestmentGuru @InvestmentGuru_]

WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.

SOLAR — The Lowest Cost Energy Ever Built
→ $FSLR — largest Western hemisphere PV manufacturer, $16.4B backlog, 53.7 GW contracted
→ $ENPH — microinverter leader, IQ Battery storage, 22,000+ certified installers globally
→ $SEDG — solar power optimization & residential storage
→ $JKS — JinkoSolar, 370 GW cumulative shipped, expanding into utility-scale storage
→ $CSIQ — Canadian Solar, global manufacturing + storage integration

WIND — Backbone of Grid-Scale Renewables
→ $VWDRY — Vestas, global wind turbine leader
→ $GEV — GE Vernova, grid modernization + wind equipment supercycle
→ $ORSTED — offshore wind pure play
→ $SIEGY — Siemens Energy, onshore + offshore wind + grid

ENERGY STORAGE — The Most Critical Layer
→ $EOSE — Eos Energy, zinc-based long duration storage, no lithium dependency
→ $FLNC — Fluence Energy, utility-scale BESS deployments globally
→ $STEM — AI-driven battery storage optimization platform
→ $BE — Bloom Energy, solid oxide fuel cells, AI data center power
Utility-Scale Integrated:
→ $NEE — NextEra, largest battery storage developer in North America, 3.6 GW operational
→ $BEPC — Brookfield Renewable, 80 GWh battery storage in development pipeline
→ $AES — AES Corp, major BESS developer across Americas
Lithium & Materials (Picks & Shovels):
→ $ALB — Albemarle, world’s largest lithium producer, vertically integrated
→ $SQM — Sociedad Química, Chilean lithium giant
→ $LAC — Lithium Americas, North American supply chain play
→ $LTHM — Livent, lithium for EV + grid storage
Solid-State (Next Gen):
→ $QS — QuantumScape, solid-state lithium-metal batteries
→ $SLDP — Solid Power, solid-state EV battery development
→ Battery pack prices falling to $105/kWh in 2026 — making storage economically superior to fossil fuel peakers for the first time at scale 

NUCLEAR — Always-On Baseload Bridge
→ $CEG — Constellation Energy, largest U.S. nuclear operator, AI data center offtake deals
→ $OKLO — next-gen microreactor, Sam Altman-backed
→ $SMR — NuScale Power, small modular reactor pioneer
→ $CCJ — Cameco, uranium supply chain kingpin
→ $UEC — Uranium Energy Corp, domestic U.S. uranium producer

GRID & TRANSMISSION — The Bottleneck Nobody Talks About
→ Global energy transition investment hit a record $2.3T in 2025 — grid modernization is a core pillar 
→ $ETN — Eaton, electrical infrastructure & power management
→ $GEV — GE Vernova, grid equipment + turbines
→ $VRT — Vertiv, data center power & thermal management
→ $HUBB — Hubbell, electrical products & grid components
→ $PWR — Quanta Services, grid construction & EPC
→ $EMR — Emerson Electric, industrial automation + energy infrastructure
→ $ABB — ABB Ltd, power systems, grid-forming inverters, EV charging infrastructure

HYDROGEN & FUEL CELLS — Longer Duration Optionality
→ $PLUG — Plug Power, green hydrogen + fuel cell systems
→ $BE — Bloom Energy, hydrogen-capable fuel cells
→ $FCEL — FuelCell Energy, stationary clean power generation

THE CAPITAL CYCLE FRAMEWORK
→ Most existing grids were designed for centralized fossil fuel generation — not decentralized variable renewables. Integrating solar + wind creates new stability challenges that only storage + smart grid tech can solve 
Stage 1 → Solar + Wind capacity floods in (already happening)
Stage 2 → Storage becomes mandatory to stabilize the grid (NOW)
Stage 3 → Transmission upgrades to carry renewable power (2026-2030)
Stage 4 → Hydrogen + long-duration storage fill the remaining gaps (2028+)
We are at the Stage 1→2 inflection point.
High oil prices just pulled the timeline forward by 3 years.
Not financial advice.

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC

AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8

Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company

Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas

Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti

Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat

Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines

Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels

AVs & Robotics
$TSLA Tesla
$AMZN Amazon

Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy

Never miss the leading stocks again:
https://t.co/8sdF5htwKA

[Shay Boloor @StockSavvyShay]

$SOFI CEO Anthony Noto just bought another ~$250K of SoFi stock at $16/share.

That follows the ~$1.5M worth of shares he picked up in March and the ~$250K he added last week.

[Shay Boloor @StockSavvyShay]

$RKLB ROBOTICS IS COMING

Rocket Lab acquiring Motiv Space Systems brings Mars-proven robotics, precision motion control and hard-to-source spacecraft components in-house.

[Justin Banks @RealJGBanks]

AI ROTATION WATCHLIST (Full)

Here’s the full AI supercycle most people still are missing:

Semis:
$NVDA $AMD $ARM $AVGO $MRVL $INTC $TSM $QCOM

Memory:
$MU $WDC $STX $SNDK

Photonics / Optical:
$LITE $COHR $AAOI $GLW $JBL $AXTI $LWLG $NOK

Networking:
$ANET $CSCO $CIEN $JNPR

Compute / Data Centers:
$IREN $CIFR $NBIS

Power / Grid:
$VRT $ETN $PWR $GEV $CEG $SMR $OKLO

Materials / Minerals:
$MP $LAC $UUUU $USAR

Space / Satellites:
$ASTS $RKLB $LUNR $PL $BKSY

Defense / Drones:
$AVAV $KTOS $ONDS $OSS

Robotics / AI:
$TSLA $PATH $SYM

This is how money flows and rotates in this super cycle.

[Justin Banks @RealJGBanks]

The AI Super Cycle rotates in phases

Semis like $ARM $AMD $INTC were Phase 1.

Money is already rotating:

Memory → $MU
Photonics / Optical → $NOK
Networking → $ANET
Compute → $IREN
Power → $VRT
Materials → $MP
Space → $ASTS
Defense / Drones → $KTOS $ONDS
Robotics → $TSLA

All you need to do is catch one part of one rotation of the cycle.

[Pep Invest @PepInvestStocks]

$SIVE $LPK $ALRIB $INFQ $LWLG 🔥
Here’s my conviction portfolio - I’ve invested the most in these five, because they sit at the epicenter of the exploding AI, photonics, quantum, and advanced manufacturing mega-trends

$SIVE – Sivers Semiconductors
Leading player in high-performance photonics lasers and mmWave wireless chips. Powering AI data centers, SATCOM, 5G/6G, and optical networks with game-changing efficiency.

$LPK – LPKF Laser & Electronics
Precision laser systems for next-gen electronics manufacturing - PCB prototyping, laser welding, and advanced materials processing. The hidden enabler behind faster, cheaper, and more sustainable chip & component production.

$ALRIB – Riber
World leader in Molecular Beam Epitaxy (MBE) equipment - the critical tool for growing the compound semiconductor materials used in lasers, RF chips, VCSELs, and quantum devices.

$INFQ – Infleqtion
Pure-play quantum computing building neutral-atom quantum computers, precision sensors, quantum clocks, and cold-atom tech for defense, commercial, and government customers.

$LWLG – Lightwave Logic
Pioneering electro-optic polymers (Perkinamine) that deliver ultra-high-speed, low-power photonic chips. The polymer platform that could finally solve the bandwidth bottleneck in AI data centers and silicon photonics.

Did I missed something?

[The Analyst @MMatters22596]

Fibonacci Key levels for some popular growth stocks

Semi conductor
- $NVDA | $184
- $AMD | $290
- $ARM | $189
- $TSM | $352

AI Infrastructure
- $NBIS | $132
- $IREN | $39
- $ORCL | $155
- $CRWV | $89

AI Connectivity
- $ALAB | $142
- $CRDO | $129
- $MRVL | $132
- $LITE | $742

Space
- $RKLB | $66
- $ASTS | $67
- $RDW | $7
- $FLY | $28

Embodied AI
- $XPEV | $14.4
- $TSLA | $352
- $AMZN | $240
- $SYM | $53

Defense
- $EOS.AX | A$9
- $ONDS | $8.9
- $KTOS | $56
- $AVAV | $190

Energy
- $OKLO | $58
- $BE | $164
- $CCJ | $97
- $UUUU | $18.5

Software
- $PLTR | $128
- $ZETA | $15
- $APP | $377
- $NOW | $91

Memory
- $MU | $447
- $SNDK | $875
- SK hynix | $756
- Samsung | $137

Health
- $OSCR | $13.3
- $HIMS | $27
- $NVO | $39
- $UNH | $295

[Futurist | 10x Disruptive Stocks @futurist_lens]

These disruptive themes are shaping the next decade.

Bookmark this.

• Photonics → $LITE $AAOI $AXTI $CIEN
• Space → $RKLB $ASTS $PL $LUNR
• AI Infrastructure → $NBIS $CIFR $IREN $ANET
• Power Semis → $AOSL $NVTS $WOLF $MPWR
• Grid Infrastructure → $PWR $ETN $VRT $GEV
• Defense Tech → $ONDS $AVAV $KTOS $LMT
• Energy → $CEG $VST $NEE $XOM
• Rare Earths → $MP $UUUU $USAR $AREC

Research and Follow the themes.

The winners follow.

[Justin Banks @RealJGBanks]

AI PHOTONICS INFRASTRUCTURE

Here’s the full stack:

1. Materials / Substrates
$AXTI $WOLF $IQE $GLW $LPTH

2. Equipment / Fabrication
$ASML $AMAT $LRCX $KLAC

3. Lasers / Optical Engines
$LITE $COHR $LASR $SMTC $QCLS

4. Foundries / Manufacturing
$TSM $GFS $UMC $INTC

5. Modules + Testing
$AEHR $VIAV $ONTO $AMKR $FN
$AAOI $POET $JBL $LWLG $SIVE

6. Networking / Interconnect
$CRDO $MRVL $AVGO $ANET $CIEN $ALAB

[InvestmentGuru @InvestmentGuru_]

PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN

“The layer below the chips” — AI’s real bottleneck

Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $COHR

Layer 2 — SiPh Foundries
Where photonic chips are fabricated
$TSMC $GFS $TSEM

Layer 3 — Lasers (Bottleneck)
EML + CW lasers — tightest supply in the chain
$LITE $COHR $AAOI $FN

Layer 4 — PICs (Optical Chips)
Integration layer replacing discrete components
$POET $LWLG $MRVL $AVGO

Layer 5 — Transceivers
400G → 800G → 1.6T data movement
$CIEN $AAOI $LITE $COHR

Layer 6 — Co-Packaged Optics (CPO)
Next-gen architecture — optics + silicon combined
$NVDA $AVGO $MRVL $COHR $LITE $ALAB

Layer 7 — Optical Switching (OCS)
Routing light without electrical conversion
$CIEN $COHR $LITE

Layer 8 — Networking Systems
DCI, long-haul, metro infrastructure
$CIEN $ANET $NOK

Layer 9 — Test & EDA
Hidden backbone enabling scale
$KEYS $FORM $ANSS

Layer 10 — Demand Drivers
Hyperscalers pulling the entire chain
$NVDA $META $GOOGL $MSFT $AMZN

THE BIG PICTURE (2026–2027)
- AI demand is exponential
- Electrical interconnects are hitting limits
- Optical = the only scalable solution

Key Constraint: Laser supply (InP → EML/CW)
→ Bottleneck today = pricing power tomorrow

This isn’t a single stock trade.
It’s a full-stack infrastructure shift — like semis in the early 2000s.

The winners won’t just be chipmakers…
They’ll be the ones enabling light-speed data movement.

Not financial advice. DYOR.

Bookmark this, retweet for others

[Shay Boloor @StockSavvyShay]

THE 7 LAYERS OF PHOTONICS

1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG

2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX

3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC

4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC

5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN

6. Optics (module layer)
$AAOI, $POET, $GLW

7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN

[Justin Banks @RealJGBanks]

🚨THE U.S. IS BUILDING NUCLEAR REACTORS IN SPACE.

Reactors in orbit by 2028. Nuclear power on the Moon by 2030.

Full watchlist:

Reactors:
• $SMR
• $OKLO
• $BWXT

Fuel:
• $LEU
• $UUUU
• $CCJ

Space Infrastructure:
• $RKLB
• $LUNR
• $BKSY

This sector is heating up now