$Roundhill Memory ETF(DRAM)$ 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 🔹
97% Probability of a 10%+ $SPY Correction After June 15
97% probability $SPDR S&P 500 ETF Trust(SPY)$ crashes at least 10% after June 15. There's 4 massive reasons SPY can't avoid it: 1. Large IPOs like $SPCX will trigger sell off. Major IPOs drain liquidity. The 1999–2000 dot-com IPO wave pulled $100B+ from markets before SPY crashed 78%. 2. Kevin Warsh hawkish FOMC on June 17 Hawkish Fed surprises trigger immediate selloffs. In June 2022, a surprise 75bps hike sent SPY down 8.4% in 5 days. 3. MU, ORCL earnings is the peak of market Semis and enterprise software peak earnings historically signal cycle tops. $Micron Technology(MU)$ peaked in June 2018 $SPY followed with a 20% correction by December. 4. Midterm elections for Trump is this year Midterm years av
The Next Market Pullback? How $SPCX, $MU and $ORCL Could Trigger a Selloff
Everyone is bullish right now. I'm not after June 15: 1. Large IPOs like $SPCX will trigger sell off. $NVIDIA(NVDA)$ — institutions sell liquid mega caps to fund IPO allocations $Apple(AAPL)$ — highest liquidity name dumped first during capital reallocation $Amazon.com(AMZN)$ — mega cap growth sold to raise new IPO subscription capital $Roundhill Memory ETF(DRAM)$ — small ETF sees outflows as risk appetite shifts to IPOs $SanDisk Corp.(SNDK)$ — mid-cap storage name dropped as investors chase new listings 2. Kevin Warsh hawkish FOMC on June 17
The AI investment story extends far beyond a single company. From semiconductors and cloud infrastructure to enterprise software and edge computing, these companies represent some of the most important building blocks of the AI ecosystem. CHEATSHEET: How to turn $5000 into $50,000+ in 1 trade... Strategy only works if you choose these 12 companies: 1. $Advanced Micro Devices(AMD)$ — AI accelerators gaining share. Massive datacenter opportunity ahead. 2. $Oracle(ORCL)$ — AI cloud demand exploding. Revenue growth accelerating rapidly. 3. $ServiceNow(NOW)$ — AI workflows transforming enterprises. Sticky platform with pricing power. 4.
AI SaaS Comeback? 12 Software Stocks Bulls Believe Could Be the Next Big Winners
I called out $ServiceNow(NOW)$ at $85 → $135 up 160% already. It's going to triple by 2027 and Trump's favorite stock too. Right now, these 10 SaaS plays have 1000% potential: 1. $ServiceNow(NOW)$ target $260 back to its 52-week high. Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story. 2. $Microsoft(MSFT)$ $650 ATH was $538. Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance. 3. $Oracle(ORCL)$ $400 52-week high was $345. The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re
Jensen Huang's AI Buy List: 15 Stocks Directly Mentioned at Nvidia GTC Taiwan 🚀
CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks. This is CHEATSHEET for what Jensen wants you to buy right now: 1. $ServiceNow(NOW)$ — ServiceNow "We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow." → Named enterprise AI toolkit partner 2. $Micron Technology(MU)$ — Micron "HBM4 memory from Micron, SK Hynix and Samsung." → Only US-listed HBM4 supplier for Vera Rubin 3. $Taiwan Semiconductor Manufacturing(TSM)$ — TSMC "It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process." → Sole manufactur
AI Supercycle Options Cheat Sheet: 12 Stocks With Potential for Outsized Upside
CHEATSHEET: How to turn $5000 into $50,000+ in 1 trade... Looking for asymmetric AI opportunities? The idea is simple: focus on dominant AI infrastructure, cloud, software, and semiconductor leaders, then give the thesis time to play out. Strategy only works if you choose these 12 companies: 1. $Advanced Micro Devices(AMD)$ — AI accelerators gaining share. Massive datacenter opportunity ahead. 2. $Oracle(ORCL)$ — AI cloud demand exploding. Revenue growth accelerating rapidly. 3. $ServiceNow(NOW)$ — AI workflows transforming enterprises. Sticky platform with pricing power. 4. $NVIDIA(NVDA)$ — Foundation of AI infrastructure
$NOW, $ORCL, $AMD, $INTC & $AVGO: AI Supercycle Winners Still in the Early Innings?
Up $3.4M in 2026 swing trading and $160,000+ for today only. $Advanced Micro Devices(AMD)$ I've explained why these will explode BEFORE the crowd figures it out: $ServiceNow(NOW)$ — Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO. $IBM(IBM)$ — Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out. $ARM Holdings(ARM)$ — TD Cowen named its AGI CPU roadmap a secular demand inflection with $Microsoft(MSFT)$$Advanced Micro Devices(AMD)$ — Broad AI infrastructure buying wave; chip sector
$MU, $SNDK, $NVDA, $AMD & $AVGO: The New Gamma Squeeze Leaders?
$GameStop(GME)$ was the most powerful GAMMA squeeze back in Jan 2021. It spiked 18,694% in only 4 weeks $2.57 → $483 Here's 5 GAMMA squeezes happening right now: 1. $Micron Technology(MU)$ +1,267% in 12 months HBM shortage + AI earnings lit the fuse. Dealers pinned at $900/$1,000 call walls forced to buy nonstop. 2. $SanDisk Corp.(SNDK)$ +3,773% in 12 months 645% datacenter revenue surge overwhelmed dealer books.IV now at 107%. Put/call flipped to 1.42. Late-stage squeeze. 3. $NVIDIA(NVDA)$ 289M shares Friday vs 181M avg Post-earnings call flood turned dealers into forced buyers. $500B market cap added in days. Vera Rubin r