Sudhakar

[Sudhakar @Yarram0110]

@Ethan__Trader Ticker

[Sudhakar @Yarram0110]

@SuperLuckeee Pls send

[Esther & Michael @SuperLuckeee]

What a great day for our megacaps!!!
🥳🥳🥳
$META $TSLA $PLTR $AAPL $AMZN $MSFT

[Sudhakar @Yarram0110]

@itsmichaelluu Pls share

[Michael | Hypermarkets @itsmichaelluu]

$SPY crashed 2% but this actually triggers a bigger 10%-20% sell off.

Korean stock market crashed 12% already.

There's 8 reasons why $SPY has to pull back:

1. $BA just dropped a hawkish bomb

BofA now expects the Fed to hike rates 3x in 2026 (75bps total), reversing their own call from last week. Sticky inflation + strong jobs data is the reason. Market was only pricing in 1 hike this is a major repricing of risk.

Tickers: $NBIS $WYFI $AMKR $AAOI $APLD $AMD $AAPL

2. KOSPI just got demolished overnight

Korea's KOSPI crashed ~10% after SK Hynix signaled it's slowing HBM4 expansion to shift capacity toward higher-margin conventional DRAM. Market read this as AI memory demand cooling, even though SK Hynix's 2026 HBM supply was already sold out.

Tickers: $SNDK $WDC $STX $MU

3. Leverage in Korea is unwinding fast

Korean retail margin debt hit record levels (~$39-40B) chasing the AI rally. When SK Hynix/Samsung cracked, leveraged accounts got force-sold, amplifying the KOSPI crash and spilling into global risk sentiment.

Tickers: $NOW $PLTR $HOOD $SOFI $TE $KEEL

4. Kevin Warsh's first meeting = hawkish surprise

New Fed Chair Warsh held rates steady but struck a notably hawkish tone, with 9 of 18 FOMC members now penciling in a 2026 hike. Markets expected a dovish honeymoon got the opposite.

Tickers: $AMZN $IBM $BE $NBIS $TSLA

5. The AI spending math is being questioned

Nasdaq 100 futures dropped ~2.5%+ Tuesday as investors grew nervous about debt-funded AI capex actually generating returns. Higher yields make that spending more expensive, hitting mega-cap tech hardest.

Tickers: $NVDA, $AVGO $INTC $ORCL $MU

6. SpaceX lockup overhang is weighing on sentiment

$SPCX has slid ~24% over 3 sessions post-IPO as investors price in upcoming insider share unlocks (20% after August earnings, more later). No insiders have sold yet — it's the anticipation of future supply hitting the float.

Tickers: $SPCX, $SATS, $ASTS, $IONQ, $RKLB

7. The largest quarter-end rebalance in 4+ years

JPMorgan estimates institutions could sell up to $165B in equities and rotate into bonds by June 30 — the biggest such flow since at least 2022. GPIF (~$60B), Norges Bank (~$40B), US pensions (~$55B), and the SNB (~$25B) are the major sellers.

Tickers: $QQQ $MSFT $META $GOOG $AMD

8. Treasury yields are climbing on the hawkish repricing

The 10-year is sitting near 4.51% as markets price in fewer cuts / more hikes. Higher yields compress valuations across growth and rate-sensitive sectors simultaneously.

Tickers: $DRAM $GRID $AIS $VOO $TLT

$SPY will test 50SMA at $730. I'd wait to buy dips, BUT for sure we are adding cheap stocks.

♻️ RESHARE this post and write 1 comment, I'll tell you where exactly to add cheap stocks.

[Sudhakar @Yarram0110]

@itsmichaelluu Pls share

[Michael | Hypermarkets @itsmichaelluu]

1. $MU AI's memory backbone. HBM powers every modern AI GPU.

Buy Zone: $750–$850

Technical: Prior breakout retest meets rising 200-day support.

2. $AMD AI accelerators, CPUs, networking and data center infrastructure.

Buy Zone: $400–$430

Technical: Pullback into high-volume demand zone and trend support.

3. $AVGO Custom AI chips and networking connect entire AI clusters.

Buy Zone: $290–$320

Technical: Retesting previous resistance now acting as support.

4. $GOOG Owns AI models, cloud infrastructure, search and data.

Buy Zone: $290–$310

Technical: 50-week moving average and demand zone converge.

5. $NBIS AI cloud infrastructure supplying GPU capacity to enterprises.

Buy Zone: $200–$220

Technical: Base breakout retest with strong institutional accumulation.

6. $INTC Foundry capacity and advanced packaging critical for AI expansion.

Buy Zone: $90–$100

Technical: Multi-year support with improving relative strength.

7. $SPCX Space infrastructure enables future AI, communications and defense.

Buy Zone: $100–$120

Technical: Pullback into primary uptrend support channel.

8. $DRAM Pure exposure to the global memory supercycle.

Buy Zone: $50–$55

Technical: Consolidation near highs before potential continuation breakout.

9. $LITE Optics move AI data between servers at light speed.

Buy Zone: $650–$700

Technical: 200-day moving average aligning with demand support.

10. $AAOI
High-speed optical transceivers powering hyperscale AI networking.

Buy Zone: $130–$150

Technical: Gap-fill support with strong historical buyer interest.

The AI revolution didn't end overnight.

The weak hands are selling. The patient investors are building wealth.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 stocks under $10 to buy cheap. They should 1000% when on sale.

[Sudhakar @Yarram0110]

@itsmichaelluu @SuperLuckeee Pls share

[Michael | Hypermarkets @itsmichaelluu]

Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...

Here's 6 steps to follow:

1. Open a tax-free investing account like a Roth IRA.
2. Put in $5,000 and buy one (or all) of these ETFs.
3. Contribute $500–$2,500 every month into them, no matter what.
4. Say no to going out, no to impulse spending, let it compound instead.
5. Don't touch it. Don't panic sell. Let 2026-you trust 2040-you.
6. Check back in 14 years. You're a millionaire.

6 GOLDEN ETF's to buy:

1. $DRAM — Memory chips power every AI server; this cycle is structurally undersupplied.
$MU $WDC $STX

2. $GRID — Electricity grid buildout is the bottleneck behind every AI infrastructure dollar spent.
$NEE $DUK $SO $AEP $XEL

3. $AIPO — Exposure to AI IPOs captures the next decade's biggest public market wealth creation.
$AMT $VRT $SBAC $DLR

4. $SOXX — Semiconductors are the foundation layer; nothing in tech ships without chips.
$NVDA $AVGO $TSM $QCOM $AMD $INTC

5. $QQQM — Cheap, broad exposure to the innovation economy's biggest compounding winners long-term.
$AAPL $MSFT $AMZN $GOOG $META $TSLA

6. $VOO — The $SPY is the simplest proven path to long-term, market-matching wealth.
$JPM $UNH $BE $NBIS $ARM $IBM

♻️ RESHARE this post and write 1 comment, I'll share 3 stocks to buy and hold until 2040 I like most.

[Sudhakar @Yarram0110]

@itsmichaelluu @SuperLuckeee Pls share

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.

Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:

1. Advanced packaging sits directly on the critical path of AI infrastructure growth and is becoming more important as Moore's Law slows.

2. Management expects revenue to grow from $6.7B in 2025 to approximately $11B+ by 2030.

3. EPS is projected to increase from $1.50 to roughly $5.00+, implying more than 3x earnings growth.

4. AI servers, GPUs, ASICs, HBM memory, and chiplets all require increasingly complex packaging solutions.

5. $AMKR has 18 active 2.5D engagements and multiple HDFO programs already entering production.

6. The Arizona facility creates a strategic U.S. packaging monopoly-like position among scaled OSAT providers.

7. Deep relationships with $NVDA, $AAPL, $AMD, $AVGO, $QCOM, $TSM and other semiconductor leaders reduce customer risk.

Higher-value advanced packaging should drive gross margins from 14% toward 22%+ by 2030.

♻️ RESHARE this post and write 1 comment, I'll DM you 2 more plays that hasn't exploded under $10 still.

[Sudhakar @Yarram0110]

@itsmichaelluu @SuperLuckeee Pls share

[Michael | Hypermarkets @itsmichaelluu]

In February 2023, I said buy $NVDA at $18 before AI explosion.

Then I called out:

$MU at $80 → $1150
$ASTS at $2 → $130
$IONQ at $7 → $72
$DRAM at $25 →$76 (safest play so far)

Right now, these are still super cheap:

$NOW at $95
$NBIS at $287
$AAOI at $162
$AVGO at $411
$META at $574
$WDC at $754

♻️ RESHARE this post and write 1 comment, I'll share my favorite stock under $10 to 10x.

[Sudhakar @Yarram0110]

@itsmichaelluu @SuperLuckeee Pls share your top 3 ETFs

[Michael | Hypermarkets @itsmichaelluu]

You don't need to buy $SPCX to 10x your portfolio.

You can buy $NASA ETF which owns:

1. SpaceX $SPCX — 12.70%
Rockets, spacecraft, Starlink satellite internet

2. Rocket Lab $RKLB — 6.99%
Small satellite launches, spacecraft components

3. Lockheed Martin $LMT — 6.66%
Satellites, spacecraft, defense, NASA contractor

4. RTX Corporation $RTX — 6.22%
Satellite systems, sensors, propulsion, defense tech

5. Airbus SE $AIR.PA — 5.08%
Satellites, space modules, launch infrastructure

6. Boeing $BA — 4.81%
Spacecraft, satellites, Starliner program for NASA

7. Maxar Technologies $MAXR — 4.35%
High-res satellite imagery, space infrastructure

8. Northrop Grumman $NOC — 3.92%
Satellites, space vehicles, mission systems

9. L3Harris Technologies $LHX — 3.38%
Comms systems, space hardware, defense tech

10. Planet Labs $PL — 2.93%
Fleet of imaging satellites, daily Earth observation

Remember, $SOXL which owns $NVDA is up 1200% from $22 to $280 so far. $NASA could be the same.

♻️ RESHARE this post and write 1 comment, I'll share my top 3 ETF to add for 10x (and safer).

[Sudhakar @Yarram0110]

@itsmichaelluu @SuperLuckeee Pls share Space stocks

[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.

[Sudhakar @Yarram0110]

@itsmichaelluu @SuperLuckeee SPCX price to buy,pls

[Michael | Hypermarkets @itsmichaelluu]

$SPCX shares are priced at $135 for its $2 trillion IPO.

Its return is 100x-200x by 2035.

These 20 companies will benefit the most:

1. $BKSY ~$34
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.

2. $SPIR ~$20
Space data analytics monetizing SpaceX's growing orbital constellation.

3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.

5. $SATL ~$7
High-resolution imaging complements SpaceX orbital AI compute constellation data.

6. $VIAV ~$50
Optical networking components critical for Starlink ground station upgrades.

7. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.

8. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.

9. $POET ~$11
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.

10. $ARQQ ~$12
Quantum encryption securing Starshield government classified orbital networks.

11. $TWST ~$74
Synthetic biology tools accelerate SpaceX long-term Mars life support research.

12. $LUNR ~$30
NASA lunar lander tech directly supports SpaceX Moon base buildout.

13. $AEVA ~$24
LiDAR sensors enable autonomous Starship landing and booster catch precision.

14. $KTOS ~$60
Defense tech partner powering Starshield national security satellite contracts.

15. $IONQ ~$58
Quantum compute layer powering next-gen orbital AI satellites.

16. $RDDT ~$178
Real-time social data feeds Grok's truth-seeking AI via X integration.

17. $RKLB ~$115
Small payload launch fills exact gaps Falcon can't efficiently serve.

18. $ASTS ~$97
Direct-to-phone satellite broadband. Starlink's closest competitor and partner.

19. $MTSI ~$375
RF semiconductors power Starlink phased-array antenna signal processing.

20. $BWXT ~$200
Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements.

I'm definetly a buyer of $SPCX IPO and want to get it super cheap.

♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.

[Sudhakar @Yarram0110]

@itsmichaelluu @SuperLuckeee Pls share your top 3