$Bloom Energy Corp(BE)$ spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck. It's actually $Micron Technology(MU)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ . 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 $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ delivers today. Without HBM scaling,
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$MU $WDC $SNDK and $AMAT emerge as key winners in the AI memory buildout
$MU $WDC $SNDK and $AMAT emerge as key winners in the AI memory buildout
$SPCX at $2T: 20 Stocks Positioned to Benefit From the SpaceX Ecosystem
$SpaceX(SPCX)$ makes $20B/year with $2 trillion valuation. Its revenue will 100x in a few years says $Goldman Sachs(GS)$ These 20 companies will explode 10x-20x with SPCX: LAUNCH & INFRASTRUCTURE 1. $Rocket Lab USA, Inc.(RKLB)$ — Small satellite launcher, competes & complements SpaceX launch cadence 2. $AST SpaceMobile, Inc.(ASTS)$ — Direct-to-cell satellite network, mirrors Starlink Mobile ambitions 3. $Intuitive Machines(LUNR)$ — NASA lunar lander contracts, Starship Moon mission ground support 4. $Redwire Corp.(RDW)$ — Manufactu
$SPCX at $2T: 20 Stocks Positioned to Benefit From the SpaceX Ecosystem
$MU $QCOM $RKLB among top AI and space growth bets for 2027
2 years ago, I called out $AST SpaceMobile, Inc.(ASTS)$ at $2. It spiked 6500% to $130+ My target for $SpaceX(SPCX)$ is at least $1000+ in 2027. Right now, $Micron Technology(MU)$ is the most obvious play. Its earnings is on June 24. I already explained why these still 10x-20x: $Micron Technology(MU)$ — AI memory demand is exploding. HBM supply can't keep up with NVDA. $T1 ENERGY INC(TE)$ — Every AI data center needs connectors. TE is the backbone nobody talks about. (Leopold call) $Keel Infrastructure Corp(KEEL)$ — Defense AI contracts are r
$MU $QCOM $RKLB among top AI and space growth bets for 2027
12 AI Infrastructure Stocks Under $20 That Could Follow $SPCX Higher
$SpaceX(SPCX)$ is trading at $167 can hit $800-$1000+ in 2 years. Here's 12 stocks under $12 that will do exactly the same: 1. $T1 ENERGY INC(TE)$ ~$9.00 Leopold's highest-conviction pick, AI infrastructure demand still massively underestimated. 2. $Keel Infrastructure Corp(KEEL)$ ~$5.96 Secured power assets, AI data centers, hyperscaler demand accelerating rapidly. 3. $Ondas Holdings Inc.(ONDS)$ ~$9.78 Private wireless networks becoming critical for defense and industrial automation. 4. $POET Technologies Inc(POET)$ ~$13.25 Optical engines could solve AI networking bottlenecks at
12 AI Infrastructure Stocks Under $20 That Could Follow $SPCX Higher
Betting on SpaceX: 20 Stocks Positioned to Benefit from a $2 Trillion IPO
$SpaceX(SPCX)$ 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. $BlackSky Technology Inc.(BKSY)$ ~$34 AI-ready Earth observation satellites feed SpaceX orbital intelligence layer. 2. $Spire Global Inc.(SPIR)$ ~$20 Space data analytics monetizing SpaceX's growing orbital constellation. 3. $Archer Aviation Inc.(ACHR)$ ~$5 Air mobility networks integrate with Starlink's low-latency infrastructure. 5. $Satellogic(SATL)$ ~$7 High-resolution imaging complements SpaceX orbital AI compute constellation data.
Betting on SpaceX: 20 Stocks Positioned to Benefit from a $2 Trillion IPO
Winning trades on Monday: MU exploding!
$Micron Technology(MU)$ exploding! Really hoped our analysis is helping everyone. >>Read this article right here too for MU: My options strategies：MU Call strike on 28JUN24 @$140Image
Winning trades on Monday: MU exploding!
Today is the OPEX and all the news for the week has come out like PPI and CPI. The big levels of $SPDR S&P 500 ETF Trust(SPY)$ resistance right now is $530. If we can break this level then $532 -$533 area will be the target. If the market doesn’t get above this level then retest $528. I expect a tough day of trading with the best moves happening in the first 60minutes. Next week the hilight will be $NVIDIA Corp(NVDA)$ earnings and FOMC meeting minutes on the same day.
@Michael Esther:Today is CHOPEX!! My favorite long term position NVDA1500c @Jan 2026
Many traders banking hard right to close off 2024
$200,000+ this is 1-year salary in 1 day. And many traders banking hard right to close off 2024.- 300% winners on $ulta beauty(ULTA)$ $Lululemon Athletica(LULU)$ earning- $Meta Platforms, Inc.(META)$ breakout play - $Broadcom(AVGO)$ another massive breakout play- $AppLovin Corporation(APP)$ market open scalping- $Tesla Motors(TSLA)$ all time highs swing and newsIf you need help DM us and we can figure out the mistake you are having and fix it.All your hard work will eventually pay off as long as you don't give up on your dreams.
19 stocks I like most into April weakness
19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.
19 stocks I like most into April weakness
SPY is setting up for a massive 10% reversal for 2024.
$SPDR S&P 500 ETF Trust(SPY)$ is setting up for a massive 10% reversal for 2024. This is everything you need to know about this set-up. ImageKey fundamental reasons for SPY being bullish: $6.2trillion waiting to get into the stock market. New bull market cycle starting at Phase 1 and can last 5-10 years. AI revolution + Producitivity increase FEDS cutting rates starting in SeptemberImageThe $SPDR S&P 500 ETF Trust(SPY)$ 50SMA is at $540. - This is maximum the market will go to before bouncing hard and fast upwards again.- This is also big demand zone for buyers as you can see from the chart. - Market held here then went up towards all time highs.ImageThis is the trendline which defines the current s
SPY is setting up for a massive 10% reversal for 2024.
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