To The Moon

10 months ago, Leopold bought $SanDisk Corp.(SNDK)$ at $140 it spiked 1700% Last month, he bought this stock and its already down 20% ⬇️ $SharonAI Holdings Inc.(SHAZ)$ — SharonAI His fund just pushed its stake to 19.9%. That's not a nibble. Why I think he's buying here: 🔹 It's a neocloud rents out GPU compute, the buildout's tollbooth 🔹 Deploying up to 40,000 NVIDIA GB300s (72MW AI factory) 🔹 Just closed a $1.6B private placement — oversubscribed 🔹 Down ~30% from June highs = same shovels, cheaper The tell: his book is short the chipmakers via billions in puts, but long the compute + power layer. He's not betting on AI hype he's betting on the bottleneck. My 1-yr target: $200 base / $300 if the GPU ramp l

$IBM(IBM)$ crashing 25% in 1 day is extremely bullish for $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ Here's why: Read the letter closely. In the final weeks of June, $IBM's own clients stopped buying $IBM and started hoarding servers, storage, and memory instead. Here are 4 reasons I think this letter matters a lot: 1. This came from the victim, not the salesman. $MU and $SKHY have been telling us for months that memory is tight. But of course they'd say that, it's their product. So I take it with a grain of salt. This is different. IBM just lost deals because their customers ditched them to go bu

According to $IBM(IBM)$ , $Micron Technology(MU)$ should spike to $2000+ These are $IBM CEO exact words: "In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases." Companies that'll benefit extremely: Memory — the core of the trade $Micron Technology(MU)$ — Micron (DRAM + NAND) $SanDisk Corp.(SNDK)$ — Sandisk (NAND) $SK hynix(SKHY)$ — DRAM/HBM leader) Storage — HDD, SSD & systems $Seagate Technolo

$SanDisk Corp.(SNDK)$ made everyone holding 4000%-6000% This stock is your 2nd chance if you missed SNDK: Firstly, robotics is the next big theme and you'd be super early getting into it right now. $Symbotic Inc.(SYM)$ summary: - Builds AI-powered robots that run entire automated warehouses. - Robots store, retrieve, sort, and stack products at scale. - Handles pallets, cases, AND individual items rivals can't. - Real revenue robotics: $2.5B sales, 70+ systems, $22B backlog. - Proof that "physical AI" is a business, not hype. - $Wal-Mart(WMT)$ is the anchor customer AND second-largest shareholder. - SoftBank JV "GreenBox" committed $7.5B over six years. - Other cli

The most dangerous CPI of 2026 drops tomorrow 8:30am. And the risk is pointing in only one direction: Inflation went 2.4% in Feb to 4.2% in May. That's not cooling that's the fastest reacceleration in years. Tomorrow tells us if the top is in, or if this is just getting started. Here's what makes it print low: energy. The Iran/Hormuz oil spike that drove 60%+ of last month's jump is fading, and gas has rolled over. That alone drags headline from 4.2% down to around 3.8%. On the surface it looks like relief. But here's what makes it print high everything that doesn't fade. Shelter is still sticky. Tariffs are bleeding into core goods. Services never cooled. Energy leaves, but these stay. That's the trap sitting under the "cooling" headline. So ignore the headline number. Watch core CPI inst

The AI trade has cooled—but many of the sector's biggest winners are still well below their highs. Here's an updated cheat sheet showing how far 24 leading AI stocks remain off their peaks. Save it for your watchlist. 👇 The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 $Oracle(ORCL)$ –59.3% 🔴 $IONQ Inc.(IONQ)$ –49.4% 🔴 $ServiceNow(NOW)$ –49.2% 🔴 $Applied Optoelectronics(AAOI)$ –48.6% 🔴 $IREN Ltd(IREN)$ –46.5% 🔴 $Rocket Lab USA, Inc.(RKLB)$ –46.3% 🔴 $AST SpaceMobile, Inc.(ASTS)$<

1 year ago, $SanDisk Corp.(SNDK)$ ran from $40 to $2400 for 6000% Then it crashed back to $1500 before spiking again. Here's 4 set-ups exact 1000% potential: 1. $Bloom Energy Corp(BE)$ Buy zone: $220–230 = prior base / breakout retest • AI data centers need power NOW → fuel cells = fastest time-to-power • Brookfield just scaled their AI-infra partnership to $25B (5x expansion) • Q2 earnings Jul 28 first real profitability inflection 2. $AST SpaceMobile, Inc.(ASTS)$ Buy zone: $64–72 = double-bottom reload • Only space-based cellular broadband hitting phones direct (not hype anymore) • AT&T + Vodafone = distribution already solved • BlueBird 11/12/13 launch from

Top 3 earnings plays this week: 1. $Aehr Test(AEHR)$ — Tues after close Last Q (Q3 FY26): EPS -$0.05 (beat -$0.10 est), revenue $10.3M (-44% YoY) but bookings exploded to $37.2M, up 6x QoQ. Guidance: Guides 2H FY26 revenue $25–30M, bookings $60–80M, return to non-GAAP profit in Q4, AI processor burn-in demand ramping. Expected move: ~±17% (last implied 17.2%, avg realized ~19%). 2. $ASML Holding NV(ASML)$ — Wed before open Last Q (Q1 26): Sales €8.8B (+13% YoY, beat), gross margin 53%, EPS €7.15, net income €2.8B but stock fell ~6% on China export fears. Guidance: Q2 sales €8.4–9.0B, gross margin 51–52%; full-year 2026 raised to €36–40B on AI-driven EUV demand across memory and logic. Expected move: ~±5–6

Made $329,868.55 in 1 day. Here’s why I’m still holding every single one of these and buying every dip: $Apple(AAPL)$ — Massive buybacks, sticky services, billion-device base. AI upgrade supercycle still ahead. Dips are gifts. $Alphabet(GOOGL)$ — Search moat, Gemini momentum, cloud accelerating, cheapest mega-cap. AI leader trading like a value stock. $Palantir Technologies Inc.(PLTR)$ — AIP adoption exploding, commercial revenue surging, government backbone. Software eating enterprise. Every dip gets bought. $ARM Holdings(ARM)$ — Royalties on nearly every chip made. AI, mobile, datacenter all run Arm. Toll booth.

One ETF turned $10K into $300K+ over 10 years. These 3 are the best ones: 1/ $VanEck Semiconductor ETF(SMH)$ — VanEck Semiconductor $10K → ~$115K (2016–2026) 27.7% annualized the single best ETF of the decade The purest AI bet on the board. $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ sit at top weight. Every data-center buildout on earth runs through these names. 2/ $Vanguard Information Technology ETF(VGT)$ — Vanguard Information Technology $10K → ~$72K 21.8% annualized | 0.09% fee The "boring" one that quietly crushed it. 300+ tech names for almost n