@CleGuardians@CLEsportsTalk Can some please tell Messick his changeup is not a strikeout pitch and that he needs to go back to the fastball? I can't be the only one noticing this
Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80β$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.
2. $BE ~$254 | Buy zone: $160β$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.
3. $SNDK ~$1,645 | Buy zone: $1,100β$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.
4. $NVDA ~$205 | Buy zone: $165β$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.
5. $QCOM ~$204 | Buy zone: $180β$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.
6. $ORCL ~$202 | Buy zone: $160β$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.
7. $INTC ~$106 | Buy zone: $80β$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.
8. $GOOG ~$360 | Buy zone: $300β$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.
9. $MSFT ~$400 | Buy zone: $360β$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.
10. $META ~$586 | Buy zone: $520β$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.
11. $AAOI ~$163 | Buy zone: $100β$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.
12. $LITE ~$807 | Buy zone: $600β$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.
13. $PLTR ~$132 | Buy zone: $120β$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.
14. $MRVL ~$264 | Buy zone: $180β$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.
15. $AMD ~$461 | Buy zone: $360β$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.
16. $IREN ~$53 | Buy zone: $30β$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.
17. $NBIS ~$214 | Buy zone: $160β$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.
β»οΈ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.