To The Moon

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: $Micron Technology(MU)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $Broadcom(AVGO)$

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

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

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

$SPDR S&P 500 ETF Trust(SPY)$ 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

$Alphabet(GOOG)$ raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.

U.S. equities closed the first week of June with steep losses as a stalled technology rally and rising interest rate expectations pressured the market. A much stronger than expected May labor report triggered the reversal from overbought levels called during the recent days (and reinforced on Thursday afternoon to paid subscribers). The U.S. economy added 172,000 jobs last month, far above forecasts of 85,000. The unemployment rate held at 4.3%, and upward revisions to March and April added another 93,000 jobs. The data erased expectations for near-term rate cuts. Investors sold government bonds aggressively, pushing Treasury yields higher and strengthening the dollar. Markets are now fully pricing a quarter-point rate increase by year-end under new Federal Reserve Chair Kevin Warsh. Highe

I’ve been investing in open source companies for nearly my entire venture career. I love open source businesses, think they’re generally great for the ecosystem, and can also create a lot of commercial value (but this can be tricky!). We’ve seen all kinds of open source businesses become successful. Databases ( $MongoDB Inc.(MDB)$ , Clickhouse, etc), Data Infrastructure (Databricks, $Confluent, Inc.(CFLT)$ , etc) Developer Tools ( $HashiCorp, Inc.(HCP)$ , $GitLab, Inc.(GTLB)$ , etc). And many other categories. The nuance lies in how you define “open source.” A lot of this comes down to what open source license the open sou

$Roundhill Memory ETF(DRAM)$ 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 🔹

Build your pullback Relative Strength watchlist starting with these 26 leading names that are still holding above the 10-MA with over $100M in dollar volume, even as the market slices through its rising 10 and 20-MAs. Despite the market breaking below its rising 10-day and 20-day moving averages, these 26 stocks continue to hold above their 10-MA with strong liquidity. Relative strength often reveals tomorrow’s leaders before the broader market recovers. $cleveland-cliffs(CLF)$ — Steel $Zeta Global Holdings Corp.(ZETA)$ — Software - Infrastructure $Twilio(TWLO)$ — Software - Infrastructure $Okta Inc.(OKTA)$ — Software - I