Graham Heckmann

Equity Analyst | I break down stocks so you don’t have to. Clear analysis, no hype. Equity research & market insights. DYOR

[Graham Heckmann @vhagarona]

@StockSavvyShay Successful powered Earth flybys at over 10 km/s show the spacecraft performed as needed. Rocket Lab continues to build its deep-space experience alongside the Neutron focus.

[Graham Heckmann @vhagarona]

@jukan05 Bankers preparing to lift the range back toward $1.5T reflects strong demand. The final pricing will still depend on the broader market into next week.

[Graham Heckmann @vhagarona]

@pequityresearch Talk of raising the range back toward $1.5T shows strong investor interest. The final number will depend on how demand holds through the process.

[Graham Heckmann @vhagarona]

@StockSavvyShay Google running most of its TPU systems on ARM-based Axion is a clear design choice. Reserving AMD for confidential computing keeps a specialized role in the mix.

[Graham Heckmann @vhagarona]

@mvcinvesting $9B in prepayments and deposits over three months is significant. Strong customer commitments at CoreWeave support the broader demand picture for names like Nebius.

[Graham Heckmann @vhagarona]

@pequityresearch “J.P. Morgan’s path to roughly $2T by 2028 is a steep ramp. The jump from 2024 levels shows how much AI-related spend is still expected to grow.

[Graham Heckmann @vhagarona]

@pequityresearch J.P. Morgan’s path to roughly $2T by 2028 is a steep ramp. The jump from 2024 levels shows how much AI-related spend is still expected to grow.

[Graham Heckmann @vhagarona]

@mvcinvesting Customers funding up to 100% of contract value upfront is a strong commitment. It directly addresses part of the financing question for the buildout.

[Graham Heckmann @vhagarona]

@mvcinvesting 10x more qualified demand than capacity through 2027 is a clear backlog. 2028 already being multiple times larger shows the pipeline is extended.

[Graham Heckmann @vhagarona]

@StockSavvyShay $9B in prepayments and deposits is a strong signal. Customers funding up to 100% upfront reduces the financing burden on the buildout.

[Graham Heckmann @vhagarona]

@HyperTechInvest CRWV and IREN results set a high bar. If Nebius shows similar strength, the print could beat current expectations.

[Graham Heckmann @vhagarona]

I usually don't post my high-conviction plays before earnings, but $NBIS is setting up for a violent squeeze.

I’ve been digging into the AI infrastructure space all week, and after seeing the blowout results from $CRWV and $IREN, the writing is on the wall. The market is completely mispricing the demand for GPU capacity.

But here is what most people missed: listen to how confident $NBIS management has been on the recent calls. They know they are sandbagging guidance.

$NBIS is going to crush earnings. It's not just a guess—it's math.

If you've been waiting for an entry, tomorrow is your last chance before it gaps up.

I’m personally loading up on calls. If you want the exact strike prices I’m buying and the 3 specific metrics I’m watching in the 10-Q, DM me the word "NBIS."

Let's ride. 🚀

(NFA. Do your own research.)

[Graham Heckmann @vhagarona]

I’m going to say this once, and then I’m turning replies off.

If your goal is to build real wealth over the next 24 months, stop overcomplicating it. You don't need 50 stocks. You need the infrastructure layer of the AI buildout.

Here is my personal roadmap for 2026:

🔹 $TSM → $370 (The undisputed monopoly) Strong buy!!
🔹 $NVDA → $170 (Sovereign AI demand is just starting) Strong buy!!
🔹 $SNDK → $830 (The upcoming NAND supercycle) Strong buy!!
🔹 $AVGO → $284 (Custom silicon is the quiet killer) Strong buy!!
🔹 $WDC → $250 (Storage is the bottleneck) Strong buy!!
🔹 $MU → $680 (HBM supply can't keep up) Strong buy!!
🔹 $AMD → $440 (Taking market share in inference) Strong buy!!

People constantly DM me asking why I don’t charge a monthly fee for this or start a paid Discord. The truth? I already have a seven-figure portfolio. I don't need your $50/month. I just hate watching retail investors get slaughtered by Wall Street because they don't know where to look.

I’m sharing this for free. Bookmark this tweet.

If this helps you, give it a like and a follow.

NFA.

[Graham Heckmann @vhagarona]

@StockSavvyShay Revenue slightly below estimates, but the $1.3B backlog and $3.2B cash position stand out. The 2026 guide is also ahead of expectations.

[Graham Heckmann @vhagarona]

@StockSavvyShay Twelve more BlueBirds in the pipeline shows the buildout is moving. Having several already at the Cape shortens the next launch window.

[Graham Heckmann @vhagarona]

@StockSavvyShay @Kalshi November 19 or 20 would be a tight window. The valuation range this week will set the tone for the debut.

[Graham Heckmann @vhagarona]

@pequityresearch The quote is direct. A public statement after speaking with Jensen reduces some of the immediate political overhang.

[Graham Heckmann @vhagarona]

@StockSavvyShay Direct conversation and a public defense changes the tone. Markets tend to react when the political risk looks more contained.

[Graham Heckmann @vhagarona]

@StockSavvyShay Orbit does add a physical security layer. Rocket Lab’s solar cells and Iridium deal give it a direct path into the power and connectivity side of that idea.

[Graham Heckmann @vhagarona]

@StockSavvyShay @SchwabNetwork @FuturumEquities Timing components are easy to overlook until the systems get dense. Keeping GPUs, CPUs, and memory synchronized becomes more critical as AI clusters scale.”