Sandra Eber

[Sandra Eber @Skytower68]

@StockOptions888 „$MU“

[Sandra Eber @Skytower68]

@SuperLuckeee @itsmichaelluu 🥰

[Esther & Michael @SuperLuckeee]

$RXT Always spotting plays before the crowd, can’t believe you’re still not following me @itsmichaelluu

[Sandra Eber @Skytower68]

@itsmichaelluu 🤩

[Michael | Hypermarkets @itsmichaelluu]

$BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck.

It's actually $MU $WDC $SNDK $DRAM.

These will 10x-20x from here:

1/ Bandwidth is the new clock speed.

By 2035, Next-Gen GPUs need 1,024 TB/s of memory bandwidth. That's 64x what $NVDA $AMD $AVGO delivers today. Without HBM scaling, the GPU is just an expensive paperweight.

2/ HBM stacks are multiplying faster than GPU dies.

Rubin (2026): 8 HBM4 stacks. Next-Gen (2035): 32 HBM7 stacks. Memory is growing 4x faster than compute dies. The bottleneck isn't silicon it's stacked DRAM.

3/ Capacity is what makes trillion-parameter models possible.

288 GB on Rubin. 6,144 GB on Next-Gen. That's a 21x jump in HBM capacity in under 10 years. No memory = no frontier AI. Full stop.

4/ Power budgets are being eaten alive by memory.

Total system power goes from 2,200W to 15,360W by 2035. A massive chunk of that is HBM. Whoever solves memory power efficiency wins the datacenter.

5/ The interposer is becoming a city.

Rubin's interposer: 2,194 mm². Next-Gen: 9,245 mm². Advanced packaging is now a critical supply chain choke point.

$MU $SNDK $AMAT $WDC aren't just memory plays they're infrastructure.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite data center stock under $10. There is only 1 left and its exploding.

[Sandra Eber @Skytower68]

@itsmichaelluu 🙏

[Michael | Hypermarkets @itsmichaelluu]

$SPCX makes $20B/year with $2 trillion valuation.

Its revenue will 100x in a few years says $GS.

These 20 companies will explode 10x-20x with $SPCX:

LAUNCH & INFRASTRUCTURE

1. $RKLB (Rocket Lab) — Small satellite launcher, competes & complements SpaceX launch cadence

2. $ASTS (AST SpaceMobile) — Direct-to-cell satellite network, mirrors Starlink Mobile ambitions

3. $LUNR (Intuitive Machines) — NASA lunar lander contracts, Starship Moon mission ground support

4. $RDW (Redwire Space) — Manufactures solar arrays and hardware for satellites and space stations

5. $MNTS (Momentus) — In-space transportation, moves payloads after SpaceX delivers to orbit

SATELLITES & CONNECTIVITY

6. $VSAT (Viasat) — Competing satellite broadband, acquires customers Starlink will absorb

7. $MAXR (Maxar Technologies) — Earth observation satellites, data sold to DoD & NRO like Starshield

8. $GILT (Globalink) — Satellite ground infrastructure connecting Starlink-adjacent networks

9. $IRDM (Iridium) — L-band satellite network, potential Starlink Direct-to-Cell displacement target

10. $TSAT (Telesat) — LEO broadband constellation, competes directly with Starlink globally

DEFENSE & CLASSIFIED

11. $LMT (Lockheed Martin) — Pentagon space contracts, NRO partner overlapping Starshield territory

12. $NOC (Northrop Grumman) — Classified satellite buses, DoD space contracts Starshield competes for

13. $RTX (Raytheon) — Space-based missile defense systems, DoD customer SpaceX serves

14. $KTOS (Kratos Defense) — Satellite ground systems and space communication infrastructure

SEMICONDUCTORS & COMPUTE

15. $NVDA (Nvidia) — AI chips powering orbital compute satellites, critical to AI1 constellation

16. $INTC (Intel) — TerFab chip factory partner in Texas alongside $SPCX and $TSLA

17. $AVGO (Broadcom) — Custom ASICs for satellite modems and RF communication chips

GROUND SYSTEMS & POWER

18. $BSFC (Blue Safari) — Satellite ground station network enabling Starlink data offload

19. $EOSE (Eos Energy) — Grid-scale battery storage powering $SPCX launch facilities

20. $NEE (NextEra Energy) — Largest renewable energy provider supplying $SPCX launch & data centers

I'm 100% adding $SPCX long term + 3 space leaders.

♻️ RESHARE this post and write 1 comment, I'll share my favorite SPACE stocks under $20 with you.

[Sandra Eber @Skytower68]

@itsmichaelluu 🤩

[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.

[Sandra Eber @Skytower68]

@cryptoprivatee Ok

[Sandra Eber @Skytower68]

@Prophitcy 🙏

[Sandra Eber @Skytower68]

@StockOptions888 „ODTE“

[SniperAlert @StockOptions888]

7000% 0DTE TRADE TOMORROW ✅

LAST TIME I SAW THIS SETUP I TURNED $200 -> $28,000 IN 1 HOUR… 💸

RT + COMMENT “0DTE” FOR THE #1 PICK ❤️

$SPY $SNDK $SPX

[Sandra Eber @Skytower68]

@StockOptions888 „SNDK“

[Sandra Eber @Skytower68]

@itsmichaelluu 🙏

[Michael | Hypermarkets @itsmichaelluu]

Remember, I called out $POET at $7 it ripped 300% to $21.

$TE is pulling back hard now. This is the dip under $6.

4 reasons why its a good add:

1. Leopold Aschenbrenner's Situational Awareness disclosed a $44M stake in Q1

2. Only domestic solar + battery supplier purpose-built for AI data center power

3. G2 Austin solar cell plant on track, demand already exceeds 100% of 2027-28 capacity

4. $32M KORE Power acquisition makes TE a one-stop energy solution for hyperscalers
AI needs power.

♻️ RESHARE this post and write 1 comment, I'll DM you the call option to get for 1000%

[Sandra Eber @Skytower68]

@StockOptions888 $CASy

[Sandra Eber @Skytower68]

@StockOptions888 Casy

[Sandra Eber @Skytower68]

@itsmichaelluu 🙏