I'm keeping an eye on these during the dip: $SoFi Technologies Inc.(SOFI)$ – CEO is buying heavily, down 50% from highs, weekly charts showing a potential trend shift. $CoreWeave, Inc.(CRWV)$ – Dirt cheap AI infrastructure play, $99B backlog plus the NVDA tie-up, could have significant upside. $Palantir Technologies Inc.(PLTR)$ – Pure AI software play approaching support, next target might be $250. $IREN Ltd(IREN)$ – High-potential data-center play. The chart resembles $NEBIUS(NBIS)$ 's last move. A hyperscaler deal could really move this one.
If SPY pulls back 10–20% this summer, that's when real opportunity could show up. I'm watching a few names for the next leg higher: $Lumentum(LITE)$ is the optical switching layer of AI infrastructure, still tied to the long-term data center buildout. $Micron Technology(MU)$ offers memory cycle leverage tied directly to AI server demand. $SanDisk Corp.(SNDK)$ provides exposure to NAND storage, with inference demand still expanding. $T1 ENERGY INC(TE)$ plays into data center power infrastructure, related to grid and AI energy bottlenecks. Market selloffs don't kill trends… they reset positioning. The s
$Palantir Technologies Inc.(PLTR)$ Palantir's mutually beneficial relationships with NVIDIA and Snowflake, backed by Dell's recent earnings and updates, highlight the strength and breadth of its reach. Beyond its already robust pipeline and revenue, these additional support channels can generate significant passive income.
$Lumentum(LITE)$ Huh, looks like those buys around $850 last week were a good move. I really like this stock and this company, feel blessed to be here.
$CRITICAL METALS CORPORATION(CRML)$ The U.S. first dealt with Venezuela and now is talking about taking over Greenland — all mainly for resources. Especially Greenland’s rare earths — that’s also why the U.S. rare earths stock Critical Metals (CRML) has been soaring. I bought it on Monday and checked today — made a killing.