Stocks β’ Investing β’ Markets π
Following U.S. companies, earnings and market opportunities.
Daily market observations and investment ideas.
Do your own researc
π Tech remained one of the busiest areas of the U.S. market today.
META, AMD, MU, INTC and NVDA were among the most actively traded names, with several AI and semiconductor stocks posting solid gains.
Everyone is watching $NVDA (+2.30%).
Perhaps itβs electricity, networks, data centers, and computing power.
$SPCX (-0.39%)
$CRDO (+6.47%)
$NBIS (+5.23%)
$IREN (+1.18%)
$CRWV (+7.09%)
Even if they rise tenfold, Iβm more interested in where the next wave of AI capital will flow.
π Weekly small-cap recap:
$IMCC +143%
$QNME +92%
$REFR +68%
$GIPR +63%
$MRNO +57%
The momentum was impossible to ignore.
Now the key question: volume or real catalyst? π
Iβll say it once more:
Market crashes can create the biggest opportunities for long-term investors.
If youβre under 46, this could be a moment worth preparing for.
Here are 7 stocks on my 10x watchlist.
AI compute is becoming the bottleneck.
5 stocks Iβm watching:
$IREN β AI pivot
$NBIS β growth + margins
$CRWV β scale
$APLD β HPC upside
$WULF β power + data centers
High risk, high potential. DYOR. Not financial advice.
Jensen Huang has pointed to a huge AI opportunity: the companies supplying and renting out compute could be major winners. Here are 5 AI infrastructure stocks Iβm watching that could have 10x potential
π₯ These 10 US stocks are on my radar today:
$MU $NVDA $INTC $SNDK $META $TEM $SDGR $CYPH $SECZ $USDE
Some have volume. Some have momentum. All have attention.
Which one are you tracking today? π
3 US stocks Iβm watching:
$MU β AI is driving a memory crunch. HBM demand keeps rising as GPUs need more DRAM.
$DRAM β A broader way to play the memory cycle.
$AIS β AI infrastructure without betting on one winner.
Momentum is building. More alerts soon. π
I donβt care if your account is $600, $15K, or $1M. The goal is the same: find asymmetric opportunities with serious upside. Here are 3 stocks Iβm watching that could potentially 10x from here. π Do your own researchοΌ
π 13F moves worth noting:
$LH β Baird +144.8%
$TSLA β Van Hulzen -61.7%
$GOOGL β Tiger Global -45.4%
Institutional positioning is clearly mixed.
AI & semis remain on the radar.
Reminder: 13F data is delayed.
$ASTS +0.6% | $RKLB | $SATL -2.4%
$INFQ | $FLY | $IREN +5%
If I had $1,000β$100,000 and could pick 3 stocks from this list to hold for 3 years, these 6 stocks would make it onto my watchlist.
Huge growth potential. High risk, high rewardβplease do your own research. π
π¨ Strong movers today:
$AMD +30.3%
$SMCI +16.3%
$HOOD +16.0%
$IREN +15.6%
$TSLA +6.1%
Big percentage moves and heavy attention.
Now watching for which names can keep the momentum.
Big day for some U.S. stocks. π₯
$NBIS +8.8%
$INTC +2.1%
$MU +1.6%
$NVDA +1.6%
AI is still getting plenty of attention.
Iβm keeping these names on watch along with $SPCX and $NU. π