Rohit

Trader Investor Broker Cloud computing expert , WAF firewall , Sensex, Nifty, BSE/NSE, Researcher, learner, Fighter

[Michael | Hypermarkets @itsmichaelluu]

In February 2023, I said buy $NVDA at $18 before AI explosion.

Then I called out:

$MU at $80 → $1150
$ASTS at $2 → $130
$IONQ at $7 → $72
$DRAM at $25 →$76 (safest play so far)

Right now, these are still super cheap:

$NOW at $95
$NBIS at $287
$AAOI at $162
$AVGO at $411
$META at $574
$WDC at $754

♻️ RESHARE this post and write 1 comment, I'll share my favorite stock under $10 to 10x.

[Vebjørn | VJN @VJNCapital]

11 companies i believe are trading below fair value right now

1/11 $NVDA

[The Analyst @MMatters22596]

The most undervalued stocks on the market right now:

$SOFI at $18
$ZETA at $19
$TEAM at $85
$CRWV at $118
$NOW at $95
$XPEV at $13
$APP at $467
$NVDA at $209
$META at $570
$RDDT at $168
$OSCR at $28

What else is way too cheap right now?

[Shay Boloor @StockSavvyShay]

$HPE expanded partnerships with eight quantum computing firms including $INTC, $RGTI & $QNT

The goal is to use HPE’s Cray supercomputing backbone to connect AI, HPC and quantum systems for real-world workloads across science, security and industry.

[EquityExplorer @SatyazalaZala]

Who Will Be the Next 10-Bagger?
The Al bull market has followed a clear path of capital rotation:
Wave 1 — Semiconductors $NVDA, $ARM, $AMD, $AVGO, $INTC, $TSM
Wave 2 — Memory Chips
$MU, $WDC, $STX, $SNDK
Wave 3 — Optical Networking & Connectivity
$NOK, $LITE, $COHR, $AAOI, $GLW, $CIEN, $MRVL
Wave 4 — Al Compute & Data Centers
$IREN, $CIFR, $WULF, $CORZ, $NBIS, $CRWV, $SMCI, $DELL
Wave 5 — Network Infrastructure
$ANET, $AVGO, $MRVL, $CSCO
Wave 6 — Power, Grid & Cooling
$VRT, $ETN, $GEV, $CEG, $SMR, $OKLO, $VST
Wave 7 — Materials & Rare Earths
$MP, $USAR, $UUUU, $FCX, $AA
Wave 8 — Space Economy
$ASTS, $RKLB, $LUNR, $PL
Wave 9 — Al End-User Applications
$TSLA, $PLTR, $SYM, $SERV

[Jason Luongo @JasonL_Capital]

10 stocks under $10 billion market cap worth keeping an eye on:

1. $PENG - Penguin Solutions

AI-optimized memory solutions and enterprise infrastructure. Their MemoryAI CXL-based server adds up to 11TB of memory for AI inference workloads. 7 new AI/HPC customer logos in H1. Raised full-year guidance to 12% net sales growth, up from 6%.

[Michael | Hypermarkets @itsmichaelluu]

$SPCX is trading at $167 can hit $800-$1000+ in 2 years.

Here's 12 stocks under $12 that will do exactly the same:

1. $TE ~$9.00
Leopold's highest-conviction pick, AI infrastructure demand still massively underestimated.

2. $KEEL ~$5.96
Secured power assets, AI data centers, hyperscaler demand accelerating rapidly.

3. $ONDS ~$9.78
Private wireless networks becoming critical for defense and industrial automation.

4. $POET ~$13.25
Optical engines could solve AI networking bottlenecks at massive scale.

5. $CIFR ~$25
Converting cheap power into valuable AI compute infrastructure assets.

6. $WULF ~$27
One of the purest AI data center transformation stories.

7. $HIVE ~$4.00
Expanding from mining into high-margin AI cloud compute services.

8. $SATL ~$6.95
Satellite communications positioned for growing defense and government spending.

9. $NOK ~$15.10
Global telecom infrastructure beneficiary of AI-driven network upgrades.

10. $BTDR ~$18.97
Rapidly scaling AI compute business with attractive power economics.

11. $LAES ~$3.26
Quantum-safe cybersecurity becoming essential as AI adoption accelerates globally.

12. $CLSK ~$17.44
Strong balance sheet, growing infrastructure footprint, execution steadily improving.

If AI, memory, power, and space infrastructure continue expanding, several of these could be dramatically higher by 2030.

♻️ WRITE 1 comment then RESHARE this post, I'll DM the exact call option to get for $TE and $KEEL for 10x winner.

[Mark Sterling @MarkSterling0]

I’m 44 years old and used to work at JPMorgan Chase. My monthly income is $110,000.
My June advice:
$PLTR (Palantir) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$MSTR (Strategy) — Don’t buy
$AXTI (AXT Inc) — Buy at $90–$96
$SPCX (SpaceX) — Buy at $150–$158
$ASTS (AST SpaceMobile) — Buy at $75–$80
$MU (Micron Technologys) — Buy at $969–977
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[John Paulson @nagyakos917]

I’ll only say it once. This might be the fastest way to hit $1 million by the end of 2026:

$ONDS (Ondas) → $9 Strong Buy
$PLTR (Palantir) → $130 Must buy
$ADBE (Adobe) → $208 Must buy
$NVDA (NVIDIA) → $209 Strong Buy
$MSFT (Microsoft) → $396 Must buy
$LCID (Lucid Motors) → $5 Strong Buy
$SOFI (SoFi Technologies) → $17 Strong Buy

I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.
NFA

[美股投资young（DRAM） @youngstockuser]

我的六月股票清单：

看涨：1. $AMD 2. $MU 3. $NBIS 4. $AEHR 5. $CIFR 6. $RKLB 7. $IONQ 8. $IREN 9. $AAOI

持有：1. $NVDA 2. $TSLA 3. $AVGO 4. $HOOD 5. $ONDS 6. $ASTS 7. $HIMS

看跌：1. $PLTR 2. $OKLO 3. $OPEN 4. $SOFI

[Shay Boloor @StockSavvyShay]

$NVDA STOCK PORTFOLIO REVEALED

1. $INTC 52%
2. $CRWV 20%
3. $SNPS 10%
4. $COHR 10%
5. $NOK 7%

[Sergey @SergeyCYW]

SaaS is back.

The bigger shift: AI is creating more complexity across cloud, security, identity, observability, communications, and developer infrastructure.

12 software names are rallying YTD.

What changed?

$FIVN — Five9 | +21% YTD

Five9 is moving from a seat-based contact center model toward AI automation. The key signal: AI revenue jumped 68% and now makes up 13% of subscription revenue. Large enterprise deals increasingly include AI, giving FIVN a path to offset pressure from fewer human seats.

$GOOGL — Alphabet | +22% YTD

Alphabet’s AI case is not just Gemini. It owns the monetization layers: Search, YouTube, Cloud, custom infrastructure, and distribution. Management framed capacity as the real constraint, with power, land, and supply chains limiting how much AI demand Google can serve.

$NET — Cloudflare | +23% YTD

Cloudflare looks more relevant if AI inference spreads across regions instead of staying inside a few large clusters. Its network, security stack, and developer platform become part of AI delivery. Large customers now drive 72% of revenue, showing enterprise demand is strengthening.

$FROG — JFrog | +27% YTD

JFrog benefits from a simple AI reality: more code creates more software supply-chain risk. Models, packages, binaries, and security checks all need control points. UBS described FROG as an end-to-end hybrid software supply-chain platform, a position that aligns well with AI adoption.

$TWLO — Twilio | +34% YTD

Twilio is evolving from a turnaround story into AI communications infrastructure. Voice usage expanded through AI applications, messaging accelerated, and multi-product customer adoption increased. If AI agents call, text, verify, or escalate, TWLO still owns critical delivery rails.

$OKTA — Okta | +43% YTD

Okta’s AI thesis centers on identity for humans, machines, and agents. As autonomous workflows spread, every agent requires ownership, permissions, governance, and access control. Okta for AI Agents is already contributing to bookings, extending its role beyond traditional identity management.

$RNG — RingCentral | +50% YTD

RingCentral is attempting to reaccelerate growth through AI-driven products. RingSense, AI Assistant, and AI Quality Management can be sold into a large installed base of voice customers. The opportunity lies less in core UCaaS growth and more in higher attach rates and margin expansion.

$PANW — Palo Alto Networks | +53% YTD

Palo Alto is using AI to strengthen platform consolidation. AI Access Security and AI-SPM help enterprises deploy generative AI while maintaining control over sensitive data. Cortex XSIAM 3.0 surpassing $1 billion in bookings highlights the commercial potential of AI security.

$CRWD — CrowdStrike | +56% YTD

CrowdStrike’s AI story combines automation with platform lock-in. Management linked demand to an agentic revolution where AI increases both productivity and threat complexity. Net new ARR surged 47% to $331 million, while half of customers now use six or more cloud modules.

$FTNT — Fortinet | +74% YTD

Fortinet benefits from AI across both software and hardware. AI data centers require throughput, segmentation, and protection. Product revenue jumped 41%, supported by AI-related deployments where Fortinet’s proprietary ASIC technology may provide an advantage.

$DDOG — Datadog | +82% YTD

Datadog is becoming a core observability layer for AI infrastructure. GPU Monitoring, Bits AI Security Analyst, and MCP Server provide developers with real-time system visibility. As AI applications become more distributed and costly to operate, observability becomes increasingly important.

$DOCN — DigitalOcean | +224% YTD

DigitalOcean is transitioning from basic cloud hosting to AI-native infrastructure for smaller developers. AI Customer ARR surged 221% to $170 million. The value proposition is simplicity: inference, data, and managed agent tools designed for startups that do not want hyperscaler complexity.

[Marcos Milla @MarcosMillaYT]

8 Stocks to Buy according to Trump...

1) IBM $IBM
2) Micron $MU
3) Dell $DELL
4) NVIDIA $NVDA
5) Oracle $ORCL
6) Adobe $ADBE
7) Microsoft $MSFT
8) Broadcom $AVGO

[amit @amitisinvesting]

remember all the people that said software was dead and it’ll all be vibe coded away

yeah please never listen to that argument ever again

the tokens need to be processed, orchestrated, and governed via the application layer

SaaS Summer baby

[Soumyo Roy @soumyo_trader]

Top Stocks To Watch In June 2026:

$NVDA
$ARM
$SMCI
$PANW
$NVTS
$IREN
$MU
$AVGO
$IBM
$PLTR
$NBIS
$RGTI
$IONQ
$DELL
$HOOD
$ORCL
$INTC

[Nirav S. Karia @caniravkaria]

Hitachi Energy 👏 👏

https://t.co/2pgFI6dowa

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $ASTS, $IONQ, $IREN, $AAOI
• Hold: $PLTR, $HOOD, $SOFI
• Bearish: $OKLO, $HIMS, $OPEN

[Advait Arora @WealthEnrich]

These stocks are now either at or are very close (<2%) to their 52 week highs after strong runs. Worth studying, because price strength is often the market's first signal that something good may be actually happening!
#StocksToWatch
(MarketCap 1K Cr to 1 Lakh Cr considered)

[Mike Investing @MrMikeInvesting]

President Trump has gone undefeated in the stock market…

First he called $INTC at $19 which ran +594% to $132.

Next he called $DELL at $230 which ran +88% to $433.

Now he’s telling you to buy these 2 stocks.

$PLTR at $145
$NOW at $108

Don’t miss out again…

[Nirav S. Karia @caniravkaria]

Reiterating again 🙏🙏🙏

Dont miss this mega mega theme coming once in lifetime of capex cycle and our lifecycle 😁

Samajdar ko ishara hi kaafi hai 💡 ⚡

https://t.co/HPWwEhVtEr