Scott Wismans

[Scott Wismans @waunarac1]

@itsmichaelluu Nothing currently buyable. What percentage of cash should an investor hold in cash currently?

[Michael | Hypermarkets @itsmichaelluu]

Biggest generational buying opportunity for $SPY is in June.

When $SPY crashes 10%-20% buy these:

1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.

2. $BE ~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.

3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.

4. $NVDA ~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.

5. $QCOM ~$204 | Buy zone: $180–$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.

6. $ORCL ~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.

7. $INTC ~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.

8. $GOOG ~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.

9. $MSFT ~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.

10. $META ~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.

11. $AAOI ~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.

12. $LITE ~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.

13. $PLTR ~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.

14. $MRVL ~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.

15. $AMD ~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.

16. $IREN ~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.

17. $NBIS ~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.

[Scott Wismans @waunarac1]

@Lunaria_40 3 OR 5

[Scott Wismans @waunarac1]

@BrewPack8 terrible. trade should not be MADE

[Scott Wismans @waunarac1]

@Zack_magaig lie

[Scott Wismans @waunarac1]

@elizax650 fool

[Scott Wismans @waunarac1]

@RobertaFresque2 from Liverpool

[Scott Wismans @waunarac1]

@elizax650 rear

[Scott Wismans @waunarac1]

@AuntSassyAss tp

[Scott Wismans @waunarac1]

@Suzierizzo1 Elvis in the back row?

[Scott Wismans @waunarac1]

@ThrillaRilla369 19

[Scott Wismans @waunarac1]

@Suzierizzo1 LACKEY

[Scott Wismans @waunarac1]

@lady_valor_07 lmao if I wasn't crying. NO

[Scott Wismans @waunarac1]

@Wisconsin_fam don't think that trade is possible - Ohtani for Made?

[Scott Wismans @waunarac1]

@SleeperPackers some

[Scott Wismans @waunarac1]

@Victoria00025 Nausea

[Scott Wismans @waunarac1]

@GuyAdami Is that Ryne Duren?

[Scott Wismans @waunarac1]

@Martina GOAT is right again

[Scott Wismans @waunarac1]

@mmpadellan excellent choices

[Scott Wismans @waunarac1]

@Protect_Wldlife Awful