John Smith

After a long career in the stock market, investing has brought me financial freedom and a fulfilling life. Now retired, I share stock ideas in my free time.

[John Smith @SmithSJJJohn]

I’ll say this once. These eight companies could sit near the center of the next infrastructure-led wealth cycle:

SpaceX ~ $SPCX

Rocket Lab ~ $RKLB

Iridium ~ $IRDM

Viasat ~ $VSAT

Arista ~ $ANET

Vertiv ~ $VRT

Eaton ~ $ETN

GE Vernova ~ $GEV

The opportunity is spreading across launch capacity, connectivity, networking, power, and cooling.

Remember the infrastructure chain before the next earnings move makes it obvious.

[John Smith @SmithSJJJohn]

I’ll say this once. These are the eight market prices I’m recording before the next major earnings and contract cycle:

$SPCX — Market Price: $114.19

$RKLB — Market Price: $63.71

$IRDM — Market Price: $45.80

$VSAT — Market Price: $71.70

$NVDA — Market Price: $206.84

$AVGO — Market Price: $384.03

$TSM — Market Price: $406.61

$AMZN — Market Price: $231.86

Prices show what the market believes today. Business results will determine which beliefs survive tomorrow.

I keep these snapshots public because tracking market cycles is something I genuinely enjoy.

[John Smith @SmithSJJJohn]

I’ll say this once. These eight companies could sit near the center of the next electricity-led AI cycle:

Constellation Energy ~ $CEG

GE Vernova ~ $GEV

Vistra ~ $VST

Eaton ~ $ETN

Quanta Services ~ $PWR

nVent Electric ~ $NVT

Hubbell ~ $HUBB

EMCOR Group ~ $EME

Compute demand cannot compound indefinitely without power generation, transmission, and electrical equipment.

Remember the energy chain before the next capacity shortage becomes obvious.

[John Smith @SmithSJJJohn]

I’ll say this once. These are the market prices I’m recording before the next major earnings rotation:

$NVDA — Market Price: $208.76

$AMD — Market Price: $539.70

$ORCL — Market Price: $120.04

$CEG — Power-demand watch

$GEV — Grid-expansion watch

$ANET — Networking watch

$VRT — Cooling-infrastructure watch

$PLTR — AI-deployment watch

Prices record what the market believes today. Earnings will determine which beliefs survive tomorrow.

I keep these snapshots public because tracking market cycles is something I genuinely enjoy.

[John Smith @SmithSJJJohn]

@compoundradar Exactly. For $ANET, guidance matters more than the headline numbers. I’ll be watching cloud capex, 400/800G timing, and margin commentary closely.

[John Smith @SmithSJJJohn]

I’ll say this once. These are the eight market prices I’m recording before the next earnings cycle:

$NVDA — Market Price: $212.06

$AMD — Market Price: $552.33

$ORCL — Market Price: $125.84

$MSFT — Market Price: $390.34

$ANET — Market Price: $174.87

$VRT — Market Price: $301.16

$DELL — Market Price: $441.80

$AAPL — Market Price: $325.89

I keep these snapshots because market narratives change quickly, while price and earnings history remain measurable.

I share the research publicly because tracking market cycles is something I genuinely enjoy.

[John Smith @SmithSJJJohn]

I’ll say this once. These eight companies could sit at the center of the next AI capital cycle:

NVIDIA ~ $NVDA

Advanced Micro Devices ~ $AMD

Arista Networks ~ $ANET

Vertiv ~ $VRT

Dell Technologies ~ $DELL

Nebius Group ~ $NBIS

IREN ~ $IREN

Applied Digital ~ $APLD

The opportunity is spreading from processors into networking, servers, power, and AI-ready campuses.

Remember the supply chain before the next earnings move makes it obvious.

[John Smith @SmithSJJJohn]

I’ll say this once. These 8 stocks are sitting at the center of the next AI-led capital cycle...

Oracle ~ $ORCL

Microsoft ~ $MSFT

Amazon ~ $AMZN

Broadcom ~ $AVGO

Micron ~ $MU

Arista Networks ~ $ANET

NVIDIA ~ $NVDA

Taiwan Semiconductor ~ $TSM

The market may shake out weaker names, but real AI infrastructure keeps attracting capital.

Remember this list before the next move becomes obvious.

[John Smith @SmithSJJJohn]

I’ll say this once. This could be one path toward building a $1 million portfolio by the end of 2027:

$NVDA — Market Price: $207.29
$AMD — Market Price: $544.43
$AVGO — Market Price: $386.50
$TSM — Market Price: $424.61
$MU — Market Price: $970.82
$MRVL — Market Price: $207.96
$PLTR — Market Price: $132.66
$ORCL — Market Price: $127.05

People often ask why I don’t put this research behind a paywall. I share it because studying stocks and tracking market cycles is something I genuinely enjoy.

[John Smith @SmithSJJJohn]

I’ll say this once. This could be the fastest way to make $1 million by the end of 2026:

$MU Market Price: $920
$SNDK Market Price: $1,500
$MRVL Market Price: $206
$NBIS Market Price: $195
$WDC Market Price: $522
$TXN Market Price: $292
$AVGO Market Price: $388
$TSM Market Price: $416

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

[John Smith @SmithSJJJohn]

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

$INTC ~ Market Price: $95
$ON ~ Market Price: $87
$QCOM ~ Market Price: $171
$TXN ~ Market Price: $284
$ADI ~ Market Price: $375
$LRCX ~ Market Price: $313
$AMD ~ Market Price: $495
$AMAT ~ Market Price: $529

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.

[John Smith @SmithSJJJohn]

I’ll say this once. These 8 stocks are sitting at the center of the next AI-led wealth cycle...

Oracle ~ $ORCL
Microsoft ~ $MSFT
Amazon ~ $AMZN
Broadcom ~ $AVGO
Micron ~ $MU
Astera Labs ~ $ALAB
Credo Technology ~ $CRDO
Taiwan Semiconductor ~ $TSM

The market may shake out weak names, but real AI infrastructure keeps attracting capital.
Remember this list before the next move becomes obvious.

[John Smith @SmithSJJJohn]

I’ll say this once. These 8 stocks are sitting at the center of the next AI-led wealth cycle...

ServiceNow ~ $NOW

Nvidia ~ $NVDA

Palantir ~ $PLTR

CoreWeave ~ $CRWV

Vertiv ~ $VRT

Circle Internet Group ~ $CRCL

Arista Networks ~ $ANET

AppLovin ~ $APP

This is where capital may keep rotating as AI adoption accelerates.
Save this list and revisit it after the next earnings cycle...

[John Smith @SmithSJJJohn]

I’ll say it one last time: these could be the 8 stocks that change your life.

$CRM ~ Market Price: $169
$ORCL ~ Market Price: $132
$ADBE ~ Market Price: $220
$NOW ~ Market Price: $104
$TEAM ~ Market Price: $91
$HUBS ~ Market Price: $209
$GTLB ~ Market Price: $32
$PATH ~ Market Price: $11

Only patient investors will give these 8 stocks enough time to work. Don’t believe it? Follow along and see where they trade in the years ahead.

[John Smith @SmithSJJJohn]

Don’t ignore this setup.

AI memory demand is still directing capital toward storage and data-infrastructure companies.
Here’s my watchlist:

$STX ~ Seagate Technology
$WDC ~ Western Digital
$HPE ~ Hewlett Packard Enterprise
$NTAP ~ NetApp
$PSTG ~ Pure Storage
$DELL ~ Dell Technologies
$SNDK ~ SanDisk
$MRAM ~ Everspin Technologies

[John Smith @SmithSJJJohn]

@bearstones4me1 Well done, Evan Ross. Keep that attitude.

[John Smith @SmithSJJJohn]

Don’t ignore this setup.

AI memory demand is still pulling capital into storage names.

Here’s my watchlist:
$SNDK ~ SanDisk
$PSTG ~ Pure Storage
$NTAP ~ NetApp
$DELL ~ Dell Technologies
$HPE ~ Hewlett Packard Enterprise
$MRAM ~ Everspin Technologies
$INOD ~ Innodata
$TSSI ~ TSS

[John Smith @SmithSJJJohn]

I’ll say it one last time: save this list before tomorrow’s opening bell.

$NFLX — $73.83｜+$0.46｜Earnings ahead

$SKHY — $152.35｜-9.32%｜Memory-chip selloff

$IT — $141.31｜+6.06%｜Strong institutional demand

$VLO — $295.79｜+$15.10｜Oil surged on supply concerns

$MU — $937.00｜-4.32%｜AI memory stocks lost momentum

Tomorrow’s key signals:

• Watch whether energy stocks hold Monday’s gains.
• Watch whether chip stocks stabilize after the selloff.
• CPI and bank earnings may determine the next rotation.

Save this before the market opens.

[John Smith @SmithSJJJohn]

Oil jumped as geopolitical tension returned—and the market’s defensive playbook changed overnight.

Energy producers and defense contractors could regain attention if uncertainty remains elevated.

These are the 8 names I’m tracking:

$RTX （RTX）

$SLB （SLB）

$CVX （Chevron）

$XOM （Exxon）

$COP （ConocoPhillips）

$LMT （Lockheed Martin）

$NOC （Northrop Grumman）

$AVAV （AeroVironment）