To The Moon

$Micron Technology(MU)$ will be spike 10%-15% for Q3 earnings on June 24. It's valuation can easily go from $1 trillion to $5 trillion by 2035. Here's everything you need to know: First, $MU is the biggest botteneck in AI supply chain. Its the only company all 3 CEO $NVIDIA(NVDA)$ , President Trump and Elon Musk said to buy. The basics for Q3: $33.5B revenue (±$750M), ~81% gross margin, $19.15 EPS (±$0.40) That guide alone beats $MU's entire annual revenue through FY2024. In one quarter. Other memory stocks have been doing super well too: $SanDisk Corp.(SNDK)$ 820% YTD $Western Digital(WDC)$ 333% YTD

AI isn't a single stock story—it's a multi-trillion-dollar infrastructure buildout. The companies supplying memory, storage, optical networking, semiconductor equipment, power systems, and data center infrastructure are becoming some of the biggest beneficiaries of the largest technology spending cycle in decades. $SPDR S&P 500 ETF Trust(SPY)$ AI Infrastructure — YTD Returns & Why They will keep going higher... 1. $SanDisk Corp.(SNDK)$ +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need massive storage capacity for training datasets and model checkpoints 2. $Western Digital(WDC)$ +333.17% — Hard drive + flash storag

Here is why $Meta Platforms, Inc.(META)$ and $Alphabet(GOOG)$ are working with $Broadcom(AVGO)$ to make custom AI ASICs. $NVIDIA(NVDA)$ GPUs are powerful and flexible. Built, they contain parts that AI models do not use, making them highly expensive and inefficient when used in certain ways. ASICs are custom chips designed to do only one specific job, like running a specific type of AI model extremely fast. An ASIC is like a specialized tool built for a specific task, while a GPU is like a multi-tool pocketknife. The ASIC is much more energy-efficient and cost-effective once a company is running millions of specific task

In February 2023, I said buy $NVIDIA(NVDA)$ at $18 before AI explosion. Then I called out: $Micron Technology(MU)$ at $80 → $1150 $AST SpaceMobile, Inc.(ASTS)$ at $2 → $130 $IONQ Inc.(IONQ)$ at $7 → $72 $Roundhill Memory ETF(DRAM)$ at $25 →$76 (safest play so far) Right now, these are still super cheap: $ServiceNow(NOW)$ at $95 $NEBIUS(NBIS)$ at $287 $Applied Optoelectronics(AAOI)$ at $162 $Broadcom(AVGO)$ at $41

$SpaceX(SPCX)$ will disrupt 5-8 industries all at once. It will 100x-200x by 2035 when Elon Musk... Disrupts these industries 1 by 1: Communications 1. $Iridium(IRDM)$ — Satellite communications. Benefits from global connectivity expansion. 2. $AST SpaceMobile, Inc.(ASTS)$ — Space cellular networks. Accelerates satellite-phone adoption. 3. $Globalstar(GSAT)$ — Satellite spectrum owner. Valuable in space communications. Mobile Phones 1. $Qualcomm(QCOM)$ — Smartphone chips. Powers direct-to-cell satellite connectivity. 2. $Apple(AAPL)$ —

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ demand far exceeds supply until end of 2028: The window of greatest cycle risk is 2028–2029, here's why: 1. New fabs all come online in the same window Micron's first Idaho fab is scheduled to begin DRAM output in 2027, with a second Idaho fab and a New York fab following after that. Samsung, SK Hynix, and Micron are all building simultaneously which historically creates synchronized supply gluts when multiple fabs ramp at once. 2. The "Dramurai" are deliberately holding back now, but discipline breaks Samsung and SK Hynix have

🚨 9 Highlight Setups. 6 Same-Day Hits. 3 Follow-Through Winners. 🚨 Another week of letting price come to our levels instead of chasing candles. ✅ $SPDR S&P 500 ETF Trust(SPY)$ 756C → hit same day ✅ $SPDR S&P 500 ETF Trust(SPY)$ 752P → hit same day ✅ $Invesco QQQ(QQQ)$ 742P → hit same day ✅ $Invesco QQQ(QQQ)$ 740C → hit same day ✅ $S&P 500(.SPX)$ Credit Spread → worked same day ✅ $S&P 500(.SPX)$ Iron Condor → worked same day Then the follow-through: 🎯 QQQ 733P 🎯 SPY 748P 🎯 $Broadcom(AVGO

$SPDR S&P 500 ETF Trust(SPY)$ crashing now and this is only the "DOT PLOT" - The circled section is the Fed's projection for 2027, and most officials expect rates to remain around 3.25%–4.00%, much higher than the near-zero rates investors were used to before inflation. - The fact that rates stay elevated through 2027 tells us the Fed believes inflation risks are still present and that policy needs to remain restrictive for longer. - Markets had hoped for a faster path back toward lower rates, so a higher cluster of dots is generally interpreted as hawkish. - However, the dots still trend lower from 2026 → 2027 → 2028, meaning the Fed expects gradual easing rather than additional aggressive hikes.

$Bloom Energy Corp(BE)$ spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck. It's actually $Micron Technology(MU)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ . These will 10x-20x from here: 1/ Bandwidth is the new clock speed. By 2035, Next-Gen GPUs need 1,024 TB/s of memory bandwidth. That's 64x what $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ delivers today. Without HBM scaling,

2 years ago, I called out $AST SpaceMobile, Inc.(ASTS)$ at $2. It spiked 6500% to $130+ My target for $SpaceX(SPCX)$ is at least $1000+ in 2027. Right now, $Micron Technology(MU)$ is the most obvious play. Its earnings is on June 24. I already explained why these still 10x-20x: $Micron Technology(MU)$ — AI memory demand is exploding. HBM supply can't keep up with NVDA. $T1 ENERGY INC(TE)$ — Every AI data center needs connectors. TE is the backbone nobody talks about. (Leopold call) $Keel Infrastructure Corp(KEEL)$ — Defense AI contracts are r