To The Moon

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

An old trader sits quietly at his desk every morning. His rules read: 1 good trade a day 3 mistakes and stop A young trader joins the market. “This is easy,” he says. The young trader takes one trade. Then a second. Then a third. After chasing every move, forcing entries, and flipping directions, he stares at his screen late into the day. Then he turns back, grinning proudly. “Old man,” he says, “you only made one trade while I took seven. Maybe you’re too slow for this market.” The old trader smiles and shakes his head. “Funny… every time somebody loses focus, they confuse doing more with making money.” He points at the screen. “Trading was never about finding more trades. It was about making fewer mistakes.” “Every leak in your system costs you clarity. Every forced trade costs you align

47,000,000+ drones will be in use by 2030. That's why Trump is buying drone companies. Drones is the next AI chip play like $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ : Defense & Tactical Leaders 1. $AeroVironment(AVAV)$ — AeroVironment, Inc. | 92% → Dominant loitering munition maker. Army's primary drone supplier. Already at war scale. 2. $Kratos Defense & Security Solutions(KTOS)$ — Kratos Defense & Security Solutions | 90% → Valkyrie UCAV is the loyal wingman program Trump's DoD is actively scaling. 3. $Northrop Grumman(NOC)$ — Northrop Grumman Corp. | 88% → Selec

SPACEX $SpaceX(SPCX)$ IPO is on June 12. Its valued at $1.75 trillion but in 10 years it could hit $200 trillion. Pay attention, doing nothing is the best strategy: 1. $Apple(AAPL)$ IPO Date: December 12, 1980 $10,000 → Approx. $26,800,000 ROI: Approx. +268,000% 2. $NVIDIA(NVDA)$ IPO Date: January 22, 1999 $10,000 → Approx. $57,200,000 ROI: Approx. +572,000% 3. $Advanced Micro Devices(AMD)$ IPO Date: September 27, 1972 $10,000 → Approx. $2,000,000–$3,000,000 ROI: Approx. +20,000% to +30,000% 4. $Micron Technology(MU)$ IPO Date: June 1, 1984 $10,000 → Approx. $1,200,000–$1,800,000 R

1 year ago, $Bloom Energy Corp(BE)$ was under $20. It's up 1600% at $315. Massive demand for electricity to build AI data centers is why BE exploded. Right now, 3 stocks have exact set-up as BE: 1. $T1 ENERGY INC(TE)$ ~$8.72 | PT: $80–$100 (1 year from now.) G2_Austin 2.1 GW solar fab goes live Q4 2026. 45X tax credit monetization + EBITDA inflection to $375–450M in 2027. Customers: Treaty Oak Clean Energy, US financial institution, Nordic data center 2. $POET Technologies Inc(POET)$ ~$14.59 | PT: $120+ (1 year from now.) Malaysia plant ramping 30,000+ Infinity optical engines in 2026. Lumilens supply deal accelerates hyperscaler adoption. Customers: Lite-On, Lesseng

My notes on POWER AND COOLING bottleneck companies: ❄️AI POWER & COOLING PLATFORMS 1. $Vertiv Holdings LLC(VRT)$ ~$327 | Avg PT ~$600. Stock up 291% in a year; 25 analysts see more upside on record $15B backlog and 30% revenue growth. 2. $Eaton Corp PLC(ETN)$ ~$391 | Avg PT~$450. Record Q1 2026 revenue of $7.5B; raised full-year guidance on surging data center and electrical infrastructure demand. 3. $Suncor(SU)$ (Schneider) ~$276 | Avg PT ~$300. Strong Buy consensus; largest global AI power & cooling player by revenue, not directly accessible to most US retail investors. 🔋 POWER GENERATION — Grid/Utilities 4. $Constellat

$SPDR S&P 500 ETF Trust(SPY)$ returns since 2006: 2006: +15.79% Strong economic growth, housing boom, low oil prices, and strong investor optimism. 2007: +5.49% Credit concerns started appearing, but corporate earnings still supported market strength. 2008: -36.81% Financial crisis, Lehman collapse, recession fears, forced selling, and massive global panic. 2009: +26.46% Huge rebound after crash, zero rates, stimulus, and aggressive Federal Reserve support. 2010: +15.06% Recovery continued, earnings improved, liquidity remained strong, and confidence slowly returned. 2011: +2.11% European debt crisis, downgrade fears, weak growth, and high market volatility. 2012: +16.00% QE3 stimulus, housing recovery, improving employment, and stronger corpor

Top 15 winners for 2026 with catalyst 1. $AXT Inc(AXTI)$ +761% Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the critical supply bottleneck for AI data center connectivity. Record $100M+ backlog. 2. $SanDisk Corp.(SNDK)$ +523% Catalyst: Nasdaq-100 inclusion + blowout Q3 earnings ($5.95B revenue, 3.5× YoY). AI data center storage supercycle NAND prices rising 234% in 2026 per Gartner. $42B in long-term supply deals signed. 3. $Applied Optoelectronics(AAOI)$ +421% Catalyst: Hyperscaler demand surge for fiber-optic transceivers driving AI data center buildouts. Applied Optoelectronics became

2 years ago, $POET Technologies Inc(POET)$ was $0.90. It hit $21 this year, up 2300% so far. There's only 5 stocks under $20 like POET: 1. $T1 ENERGY INC(TE)$ ~$8.08 Solar manufacturer powering AI data centers. Leopold Aschenbrenner's $13.7B Situational Awareness fund just bought 10M shares. AI infrastructure is starving for domestic power TE builds it. 2000% potential if they land hyperscaler contracts. 2. $Keel Infrastructure Corp(KEEL)$ ~$4.81 Former Bitcoin miner that pivoted HARD into AI & HPC infrastructure. Controls 2+ GW of power capacity across North American sites. Chardan just initiated with a Buy. Power is the #1 bottleneck for AI KEEL owns it. 3. <

$NVIDIA(NVDA)$ is up 500,000% since its IPO in 1999. $10,000 would be $50M doing nothing all but holding. SPACEX, OPENAI, ANTHROPIC are all going public now. Here's how I'm playing each one and why: • SPACEX $SpaceX(SPCX)$ (BUY & HOLD for 100x) Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play. SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position. • OPENAI (SHORT to $0 until proven profitable) Burning billions with no moat every Big Tech giant is replicating its models for free. OpenAI has no durable competitive ad