SCODUCKS

[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.

[StockMarket.News @_Investinq]

The man who called the 2008 housing collapse just made a prediction about Elon Musk that is hard to ignore (Save this).

Steve Eisman, the Big Short investor says he fully expects Musk to use the SpaceX IPO stock price to buy Tesla and merge both companies into one giant entity called X.

Tesla's earnings have declined for four consecutive years.

The EV business, Eisman argues, is not structurally attractive but rather is capital intensive, it is highly competitive, and China is producing electric vehicles at costs Tesla simply cannot match.

The issue with using SpaceX stock to buy Tesla is precisely what it sounds like.

SpaceX is about to list as what would be the largest IPO in history, targeting a valuation around $1.77 trillion, with a thesis built on orbital compute, Starlink and the future of AI infrastructure.

Tesla is a car company with four years of declining earnings, competing on price against manufacturers who have a structural cost advantage.

Combining those two businesses would force SpaceX shareholders to absorb Tesla's problems, its margin pressure, its China exposure, its capital requirements at the exact moment SpaceX is trying to tell the cleanest possible growth story to public markets.

[Crain & Cone @crainandcone]

“Dude, you bet on your team. Like, there’s no way you can sit here and justify this.”

“Some things should not be allowed, and this is that something.”

@Blain_Crain on QB Brendan Sorsby being ruled eligible this morning for Texas Tech.

[Jake “JBOY” Crain @JakeCrain_]

“So if I rob a bank next week and get arrested do I get an injunction? That would cause me irreparable harm”

[Oregon Football @oregonfootball]

Forged out West. #GoDucks

[Marty Smith @MartySmithESPN]

NASCAR moves at 200 mph. But when someone is hurting, it stops to comfort.

The NASCAR Family -- and it is indeed a family -- wrapped it arms around the Busch family, who Sunday sought comfort from grief at the place Kyle captivated us all.

The racetrack.

For SportsCenter, an essay on a 200 mph remembrance.

[Joey Ellis @Jellis1016]

An emotional pre race at the Coke 600. Kurt Busch lays down 8 flowers on the infield No. 8 for his late brother Kyle Busch. Not a dry-eye in the speedway.

[JFraul @fraul_j]

This one… this one will make a grown man cry. KB Forever! Godspeed

[NASCAR @NASCAR]

One of one. Forever Rowdy.

[Pilot / Bri / BC @NEATL_BC]

Wanted to share this video I got at Atlanta earlier this year after Kyle won the truck race. I loved seeing this happen in the moment and it means more now.

[Maddie Hatter @HatterMaddie17]

This is getting weird! Was his death foreseen?

[Antonio Linares @alc2022]

I bought $AMD near $4 a decade ago because I believed chiplets would reshape computing.

That thesis worked.

Today, $IBRX gives me the same feeling but for biotech.

Anktiva isn’t just a fusion protein. It’s infrastructure for the immune system.

[The Quackalorian 🦆 @DuckOnQuack2023]

Throwback to 2010:

#4 Oregon vs #9 Stanford.

Down 21–3, Oregon roared back.