$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
$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
$Roundhill Memory ETF(DRAM)$ 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 🔹
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
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 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.
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
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