Early strength is already showing up, with $Micron Technology(MU)$ trading higher in overnight pricing as traders position ahead of key memory sector catalysts. If momentum holds, leveraged exposure like $Direxion Daily MU Bull 2X Shares(MUU)$ could see an amplified move into the session. The real focus, however, is on SK Hynix and Samsung. Their upcoming updates could set the tone for the entire memory complex, including HBM and DRAM expectations. Tonight isn't just about $Micron Technology(MU)$ —it's a read on the next leg of the AI memory trade. Watch the reaction closely, not just the headlines.
$SpaceX(SPCX)$ If you believe SpaceX hits all its targets, by 2030, reaching 647.00 is extremely likely. I bought Tesla in 2019 and made some serious bank by holding. I'll do the same here and ignore the noise.
Added a few names this week where I think the selloff was more sentiment-driven than anything actually changing in the core thesis. $Applied Optoelectronics(AAOI)$ - optical / data center connectivity exposure, still tied directly to AI infra buildout even after the reset in high-beta names. $AST SpaceMobile, Inc.(ASTS)$ - space-based broadband network trying to connect satellites directly to mobile devices, still early but structurally interesting long-term. $NEBIUS(NBIS)$ - AI infrastructure + high-performance compute/data center angle, riding the broader AI capex wave even through volatility. $Ouster Inc
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Buying semiconductor stocks is a bit like investing in shovel producers during the Gold Rush. The difference is, you might need a thousand shovels to find one gold nugget.
These are five stocks I think could be 3-5x winners over the next 5 to 10 years: $SpaceX(SPCX)$ - exposure to SpaceX as private markets keep growing $Advanced Micro Devices(AMD)$ - AI compute and data center growth $Micron Technology(MU)$ - memory demand driven by AI infrastructure $SanDisk Corp.(SNDK)$ - flash storage positioned for the next upgrade cycle $NEBIUS(NBIS)$ - AI cloud infrastructure with significant upside potential No one knows exactly how they'll perform, but these are names I'm comfortable holding through multiple market cycles. Next a
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ MU is up over 10%, trading above $1,000. The way analysts keep raising their price targets for semis, it doesn't seem like it's over. It's pretty amazing how a number of large companies have gained over 1000% in less than 16 months.