Michael Esther
Michael Esther
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avatarMichael Esther
06-09 14:55

Any Move Below $700 as a Gift

$SPDR S&P 500 ETF Trust(SPY)$ already broke under 20SMA at $746 and today retested it. It failed again. It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $Oracle(ORCL)$ earning. 50SMA is at $715. There's a high chance we test this area next week close to June 17 FOMC with Kevin Warsh as new chair. Most traders don't realize but for the next 5-10 years owning assets and stocks is the way to be free. Today, $NVIDIA(NVDA)$ CEO said to buy $Qualcomm(QCOM)$ and a few weeks ago he said $ServiceNow(NOW)$ was undervalued and
Any Move Below $700 as a Gift
avatarMichael Esther
06-08 10:13

$NVDA $AMD $MU: Buy LEAPS, Ignore the Noise

CHEATSHEET for you and proof it works: 1/ What are LEAPS? Long-dated call options 1 to 2 years out. Small upfront cost. Massive upside potential. You're not trading noise. You're investing in a company's future with leverage and limited downside. Time is your edge. 2/ Only buy the best companies Stick to dominant businesses: $Micron Technology(MU)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $Broadcom(AVGO)$
$NVDA $AMD $MU: Buy LEAPS, Ignore the Noise
avatarMichael Esther
06-08 10:10

$MU, $DRAM, $WDC, $SNDK: Betting on AI's Biggest Bottleneck

In Taipei, $NVIDIA(NVDA)$ CEO Jensen Huang says $Micron Technology(MU)$ is the biggest bottleneck in AI. $Tesla Motors(TSLA)$ Elon Musk and $Dell Technologies Inc.(DELL)$ Dell agrees with him. Trump even said to buy MU stock. Here's 4 obvious plays to buy & hold: 1. $Micron Technology(MU)$ — Only US-listed HBM chip maker. AI servers need it to think. Buy zone: $600–$650 Post-ATH pullback, earnings catalyst June 24. 2. $Roundhill Memory ETF(DRAM)$ — One ETF, full memory supply chain exposure globally. Buy zone: $40–$45 | Instant + SK Hyn
$MU, $DRAM, $WDC, $SNDK: Betting on AI's Biggest Bottleneck
avatarMichael Esther
06-08 10:06

Phase 1 Is Over. Here's What Comes Next in the AI Supercycle

The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-2025 chips · memory · connectivity $NVIDIA(NVDA)$ → Designs the GPUs every AI model trains and runs on. $Micron Technology(MU)$ → Makes high-bandwidth memory inside every AI server. $COHERENT(COHR)$ → Moves data at light speed between GPUs optically. $Marvell Technology(MRVL)$ → Custom silicon connecting every chip in a hyperscaler's cluster. $Broadcom(AVGO)$ → Builds Google's, Meta's, and Apple's custom AI c
Phase 1 Is Over. Here's What Comes Next in the AI Supercycle
avatarMichael Esther
06-07 07:59

$SPY Down, AI Up: 20 Stocks Positioned for the Next Growth Cycle

$SPDR S&P 500 ETF Trust(SPY)$ crashed 3% in 1 day and everyone panicked. It's going to crash at least 10% soon. I'm adding these gems for 10x swing play: (stocks returns yesterday vs past year) 1. $Advanced Micro Devices(AMD)$ : -2.5% | +315% AI data center revenue +57% YoY. MI450 ramp begins. 2. $Intel(INTC)$ : -3.9% | +466% Turnaround trade. AI server CPUs finally printing real numbers. 3. $SanDisk Corp.(SNDK)$ : -1.4% | +4,490% NAND supply squeeze. No one saw this coming. Everyone missed it. 4. $ARM Holdings(ARM)$ : -4.5% | +293% Every AI chip runs on ARM. Royalty flywheel j
$SPY Down, AI Up: 20 Stocks Positioned for the Next Growth Cycle
avatarMichael Esther
06-07 07:55

$TE $POET $CLSK $ONDS: 12 High-Upside Stocks for the Next AI Cycle

Everytime there is massive crash in June, $SPDR S&P 500 ETF Trust(SPY)$ recovers at 30% 1 year later. Here's 12 stocks under $20 that can easily 10x-20x: 1. $T1 ENERGY INC(TE)$ — T1 Energy Aschenbrenner's AI infrastructure bet. Revenue beat by 61%. 2. $POET Technologies Inc(POET)$ — POET Technologies AI photonics optical interposer. Next-gen data center chip architecture. 3. $Keel Infrastructure Corp(KEEL)$ — Keel Infrastructure Ex-Bitcoin miners pivoting hard to AI compute demand. 4. $CleanSpark, Inc.(CLSK)$ — CleanSpark Verified Aschenbrenner long. Bitcoin miner scaling into
$TE $POET $CLSK $ONDS: 12 High-Upside Stocks for the Next AI Cycle
avatarMichael Esther
06-07 07:52

Trump’s AI Bet: $NOW, $ORCL, $AVGO Lead His Latest Portfolio Moves

President Trump buying AI companies again. Last time this happened, $Intel(INTC)$ $20 → $130 up 650% $Dell Technologies Inc.(DELL)$ $235 → $470 up 200% $Micron Technology(MU)$ $320 → $1100 up 350% $IBM(IBM)$ $220 → $330 up 150% This time he is buying (from his portfolio) $ServiceNow(NOW)$ #1 in his portfolio $Oracle(ORCL)$ $Ondas Holdings Inc.(ONDS)$ $Aureus Greenway Holdings Inc.(PUSA)$ (his son owns this one) $Caden
Trump’s AI Bet: $NOW, $ORCL, $AVGO Lead His Latest Portfolio Moves

Why $DRAM May Be One of the Best AI ETFs

$Roundhill Memory ETF(DRAM)$ added 2 out of 100 calls. The idea is simple: Buy DRAM when it's cheap, hold until my target of $200+ possibly $300. Here's what DRAM ETF holds: 🔹 SK Hynix (~26%) — World's #1 HBM memory supplier to AI data centers 🔹 Samsung (~22%) — Memory giant powering servers, smartphones, and AI infrastructure 🔹 $Micron Technology(MU)$ (~25% combined exposure) — America's memory champion benefiting from AI demand 🔹 Kioxia — Leading NAND flash storage manufacturer 🔹 $SanDisk Corp.(SNDK)$ — Consumer & enterprise storage solutions 🔹 $Seagate Technology PLC(STX)$ — Hard drives and AI data storage 🔹
Why $DRAM May Be One of the Best AI ETFs

97% Probability of a 10%+ $SPY Correction After June 15

97% probability $SPDR S&P 500 ETF Trust(SPY)$ crashes at least 10% after June 15. There's 4 massive reasons SPY can't avoid it: 1. Large IPOs like $SPCX will trigger sell off. Major IPOs drain liquidity. The 1999–2000 dot-com IPO wave pulled $100B+ from markets before SPY crashed 78%. 2. Kevin Warsh hawkish FOMC on June 17 Hawkish Fed surprises trigger immediate selloffs. In June 2022, a surprise 75bps hike sent SPY down 8.4% in 5 days. 3. MU, ORCL earnings is the peak of market Semis and enterprise software peak earnings historically signal cycle tops. $Micron Technology(MU)$ peaked in June 2018 $SPY followed with a 20% correction by December. 4. Midterm elections for Trump is this year Midterm years av
97% Probability of a 10%+ $SPY Correction After June 15

The Next Market Pullback? How $SPCX, $MU and $ORCL Could Trigger a Selloff

Everyone is bullish right now. I'm not after June 15: 1. Large IPOs like $SPCX will trigger sell off. $NVIDIA(NVDA)$ — institutions sell liquid mega caps to fund IPO allocations $Apple(AAPL)$ — highest liquidity name dumped first during capital reallocation $Amazon.com(AMZN)$ — mega cap growth sold to raise new IPO subscription capital $Roundhill Memory ETF(DRAM)$ — small ETF sees outflows as risk appetite shifts to IPOs $SanDisk Corp.(SNDK)$ — mid-cap storage name dropped as investors chase new listings 2. Kevin Warsh hawkish FOMC on June 17
The Next Market Pullback? How $SPCX, $MU and $ORCL Could Trigger a Selloff

12 AI Stocks That Could Define the Next Decade

The AI investment story extends far beyond a single company. From semiconductors and cloud infrastructure to enterprise software and edge computing, these companies represent some of the most important building blocks of the AI ecosystem. CHEATSHEET: How to turn $5000 into $50,000+ in 1 trade... Strategy only works if you choose these 12 companies: 1. $Advanced Micro Devices(AMD)$ — AI accelerators gaining share. Massive datacenter opportunity ahead. 2. $Oracle(ORCL)$ — AI cloud demand exploding. Revenue growth accelerating rapidly. 3. $ServiceNow(NOW)$ — AI workflows transforming enterprises. Sticky platform with pricing power. 4.
12 AI Stocks That Could Define the Next Decade

June 3 Hypermarket Watchlist: $AVGO, $NVDA, $AMD, $ORCL Lead the AI Trade

AI, cloud infrastructure, and semiconductor leaders continue to dominate market leadership. Today's watchlist focuses on high-momentum names, key earnings catalysts, and potential breakout or reversal setups across the AI ecosystem. HYPERMARKET WATCHLIST for June 3, 2026 1. $Marvell Technology(MRVL)$ — $290 | Jensen trillion-dollar endorsement, continuation or gap fade. 2. $Keel Infrastructure Corp(KEEL)$ — $5.68 | Leopold call catalyst, high-beta AI infrastructure momentum play. 3. $Broadcom(AVGO)$ — $487 | Hitting 52-week highs, Q2 earnings tomorrow night. $550 target 4. $T1 ENERGY INC(TE)$ — $12.04 | Up 15% on offshore
June 3 Hypermarket Watchlist: $AVGO, $NVDA, $AMD, $ORCL Lead the AI Trade

AI SaaS Comeback? 12 Software Stocks Bulls Believe Could Be the Next Big Winners

I called out $ServiceNow(NOW)$ at $85 → $135 up 160% already. It's going to triple by 2027 and Trump's favorite stock too. Right now, these 10 SaaS plays have 1000% potential: 1. $ServiceNow(NOW)$ target $260 back to its 52-week high. Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story. 2. $Microsoft(MSFT)$ $650 ATH was $538. Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance. 3. $Oracle(ORCL)$ $400 52-week high was $345. The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re
AI SaaS Comeback? 12 Software Stocks Bulls Believe Could Be the Next Big Winners

Jensen Huang's AI Buy List: 15 Stocks Directly Mentioned at Nvidia GTC Taiwan 🚀

CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks. This is CHEATSHEET for what Jensen wants you to buy right now: 1. $ServiceNow(NOW)$ — ServiceNow "We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow." → Named enterprise AI toolkit partner 2. $Micron Technology(MU)$ — Micron "HBM4 memory from Micron, SK Hynix and Samsung." → Only US-listed HBM4 supplier for Vera Rubin 3. $Taiwan Semiconductor Manufacturing(TSM)$ — TSMC "It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process." → Sole manufactur
Jensen Huang's AI Buy List: 15 Stocks Directly Mentioned at Nvidia GTC Taiwan 🚀

AI Supercycle Options Cheat Sheet: 12 Stocks With Potential for Outsized Upside

CHEATSHEET: How to turn $5000 into $50,000+ in 1 trade... Looking for asymmetric AI opportunities? The idea is simple: focus on dominant AI infrastructure, cloud, software, and semiconductor leaders, then give the thesis time to play out. Strategy only works if you choose these 12 companies: 1. $Advanced Micro Devices(AMD)$ — AI accelerators gaining share. Massive datacenter opportunity ahead. 2. $Oracle(ORCL)$ — AI cloud demand exploding. Revenue growth accelerating rapidly. 3. $ServiceNow(NOW)$ — AI workflows transforming enterprises. Sticky platform with pricing power. 4. $NVIDIA(NVDA)$ — Foundation of AI infrastructure
AI Supercycle Options Cheat Sheet: 12 Stocks With Potential for Outsized Upside

$NOW, $ORCL, $AMD, $INTC & $AVGO: AI Supercycle Winners Still in the Early Innings?

Up $3.4M in 2026 swing trading and $160,000+ for today only. $Advanced Micro Devices(AMD)$ I've explained why these will explode BEFORE the crowd figures it out: $ServiceNow(NOW)$ — Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO. $IBM(IBM)$ — Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out. $ARM Holdings(ARM)$ — TD Cowen named its AGI CPU roadmap a secular demand inflection with $Microsoft(MSFT)$ $Advanced Micro Devices(AMD)$ — Broad AI infrastructure buying wave; chip sector
$NOW, $ORCL, $AMD, $INTC & $AVGO: AI Supercycle Winners Still in the Early Innings?

$MU, $SNDK, $NVDA, $AMD & $AVGO: The New Gamma Squeeze Leaders?

$GameStop(GME)$ was the most powerful GAMMA squeeze back in Jan 2021. It spiked 18,694% in only 4 weeks $2.57 → $483 Here's 5 GAMMA squeezes happening right now: 1. $Micron Technology(MU)$ +1,267% in 12 months HBM shortage + AI earnings lit the fuse. Dealers pinned at $900/$1,000 call walls forced to buy nonstop. 2. $SanDisk Corp.(SNDK)$ +3,773% in 12 months 645% datacenter revenue surge overwhelmed dealer books.IV now at 107%. Put/call flipped to 1.42. Late-stage squeeze. 3. $NVIDIA(NVDA)$ 289M shares Friday vs 181M avg Post-earnings call flood turned dealers into forced buyers. $500B market cap added in days. Vera Rubin r
$MU, $SNDK, $NVDA, $AMD & $AVGO: The New Gamma Squeeze Leaders?

$NOW Named Top AI Opportunity as Token Demand Could Surge 28x

$ServiceNow(NOW)$ can easily triple from $125 by Jan 2027. Remember, token use is expected to 2800% in 5 years says $Goldman Sachs(GS)$ So these 24 stocks can still 10x-20x: (COMPUTE / GPU) 1. $NVIDIA(NVDA)$ — Every token touches a GPU. 24x tokens = 24x chip demand, full stop. 2. $Advanced Micro Devices(AMD)$ — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers. 3. $Intel(INTC)$ — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise. (NETWORKING) 4. $Arista Networks(ANET)$ — AI
$NOW Named Top AI Opportunity as Token Demand Could Surge 28x

AI Earnings Season: Could CRWD, AVGO, PANW & GTLB Be the Next DELL-Style Winners?

Yesterday, $Dell Technologies Inc.(DELL)$ spiked 45% after its Q1 earnings. Options exploded 20000%-30000% in 1 day (rare). Next week, there's 4 earnings with exact same set-up: 1. $CrowdStrike Holdings, Inc.(CRWD)$ 📅 Earnings: June 3 (After Close) As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory. No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine. Target: $800 median | $700 Wedbush & Benchmark |
AI Earnings Season: Could CRWD, AVGO, PANW & GTLB Be the Next DELL-Style Winners?

From $ASTS +6500% to $ORCL? The Next AI Mega Winner Could Be Here

2 years ago, I called out $AST SpaceMobile, Inc.(ASTS)$ at $2. Its up 6500% so far at $130. My target at least $200+ when $Space Exploration Technologies Corp(SPCX)$ IPOs. Right now, $Oracle(ORCL)$ is the most obvious play. Its earnings is on June 10 then $Micron Technology(MU)$ on June 24. This year, I explained these would 10x-20x: $Intel(INTC)$$Apple(AAPL)$ chip deal + foundry turnaround tripled the stock in months (Trump) $Dell Technologies Inc.(DELL)$ — Pentagon contract + AI server order
From $ASTS +6500% to $ORCL? The Next AI Mega Winner Could Be Here

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