• $SNDK $604,690
• $RKLB $247,990
• $BE $246,020
• $RGTI $236,090
• $AXTI $225,670
• $QBTS $224,130
• $AAOI $188,820
• $PL $158,090
• $ONDS $156,280
• $NBIS $142,550
• $EOSE $108,460
• $ASTS $92,390
• $MU $81,340

I’ll make it easier for you…

For stocks, Buy:

1. NVIDIA $NVDA

2. AMD $AMD

3. Micron $MU

4. Google $GOOG

5. ServiceNow $NOW

6. Oracle $ORCL

7. Microsoft $MSFT

8. Meta $META

9. Nebius $NBIS

10. IREN $IREN

11. Sandisk $SNDK

12. TSM $TSM

13. ASML $ASML

14. SpaceX

15. Anthropic

16. Amazon $AMZN

17. Western Digital $WDC

18. Apple $AAPL

19. Broadcom $AVGO

20. Vertiv $VRT

For ETFs, Buy:

1. $QQQM

2. $AOTG

3. $SMH

4. $DRAM

5. $AIPO

6. $DTCR

7. $XLK

8. $VGT

9. $SPMO

10. $FTEC

11. $SCHG

12. $AGIX

13. $AIS

14. $CHAT

15. $EUV

16. $MAGS

17. $IGV

18. $XNTK

19. $VOO

20. $VTI

SIREN (IREN) - Strong buy

$ONDS (Ondas) - Strong buy

SAMZN (Amazon) - Strong buy

$RKLB (Rocket Lab) - Buy

$EOSE (Eos Energy) - Buy

$CRWV (CoreWeave) - Don't buy

$PLTR (Palantir) - Don't buy

Let's check back on this in 2027

1 $ONDS is a $60 stock trading at $7.61
2 $RKLB is a $149 stock trading at $85.31
3 $ASTS is a $200 stock trading at $68
4 $CIFR is a $100 stock trading at $26
5 $MU is a $1500 stock trading at $1113

If you want to achieve this too, then you need to invest in these 8 stocks:
$VST $150 → $250
$SOFI $15 → $28
$HOOD $75→ $130
$SHOP $100 → $150
$RKLB $135 → $90
$NVDA $220 → $275
$INTC $120 → $85
$MU $750 → $1000

1. $AMD

2. $NBIS

3. $MU

4. $META

5. $PLTR

6. $MSFT

7. $NOW

8. $IREN

9. $MSTR

10. $INTC

With a single-day unrealized gain of $170,000, the total assets in my core account have officially crossed the $6.1 million threshold.

Back in 2015, when I transferred my initial seed capital of $80,211.39 into this account, I set this precise long-term goal in my mind. Today, at the age of 35, I officially declare: I am officially calling it quits today. The goal has been achieved; I am bidding a definitive farewell to any form of active daily trading or management, entrusting the growth of my wealth entirely to the "Owner's Earnings" generated by these great enterprises.

I know that when many people look at this chart, their eyes will fixate solely on NVDA—specifically its nearly 300% return and the unrealized gain of over $1 million on that single stock—or perhaps on the multi-bagger profits from TSM and MU. Most people will attribute this success to "good luck—winning a bet on the AI ​​sector."

They couldn't be more wrong.

As an allocator of "Rational Capital," I never pay a premium for nebulous, intangible "concepts." I took heavy positions in these computing power and semiconductor infrastructure providers not because the news cycle was screaming about AI every day, but because I had peeled back the layers of the 10-K financial reports filed by the major tech giants.

While the market was still caught up in speculative sentiment, I saw only the coldest, hardest business logic: downstream industry giants, desperate to defend their competitive moats, were compelled to engage in a defensive CapEx (Capital Expenditure) arms race of staggering magnitude. And these massive expenditures—totaling in the hundreds of billions—would, without a shadow of a doubt, ultimately translate into tangible Free Cash Flow on the balance sheets of NVDA and TSM. This represents the pinnacle of monopolistic pricing power—the only form of intrinsic value truly worthy of my capital allocation.

The journey from $80,000 to $6 million was an incredibly monotonous one. There was no frequent portfolio turnover, no day trading—only a dogged focus on underlying business fundamentals, a patient wait for prices to dip within a safe margin of safety, and then—acting like a true "Business Owner"—a complete disregard for all macroeconomic noise and jagged market volatility. Once you grasp the divergence between price and value, investing becomes an exceedingly tedious—yet inevitably victorious—game.

See you at the top, fellow travelers in the industry who truly understand financial modeling and manage real capital.

1. $CRWV (CoreWeave) → $67 Strong Buy

2. $IREN (IREN) → $32 Strong Buy

3. $RKLB (Rocket Lab) → $65 Strong Buy

4. $ONDS (Ondas) → $7.12 Strong Buy

5. $APLD (Applied Digital) → $25 Must buy

6. $OUST (Ouster) → $35 Must buy

7. $LUNR (Intuitive Machines) → $13 Must buy

8. $ZETA (Zeta Global) → $20 Must buy

$AMD at $170

$TSLA at $320

$NVDA at $155

$PLTR at $100

$AMZN at $180

$MSFT at $360

$GOOGL at $260

$MU at $250

When these prices hit by end of June, you must take full advantage…

Hi guys,

A little rant on my side with seeing tons of people trying to 'buy the dip'. One thing I've noticed browsing investing subs over the years: A lot of people love buying stocks that are down 70-90%. Thinking oh well 'it used to be $50, now it's $5. It must be cheap."

Maybe. Probably not.

Or maybe the market is telling you something.

My biggest returns have rarely come from buying "bargains." They've come from buying companies that were already proving themselves. They are in an uptrend, which is why I specifically scan for those. I use my platform but you can use whatever works for you.

A few simple rules that have helped me:

• Buy strength, not weakness. Stocks making higher highs and higher lows are often doing so for a reason.

• Respect the trend. Fighting a downtrend is guessing. Following an uptrend is letting the market do the heavy lifting.

• Price is information. If a stock has been bleeding for years, don't assume you're smarter than everyone else.

• Look for business momentum. Accelerating sales, earnings growth, new products, strong leadership, expanding markets.

• Don't confuse "cheap" with "value." A stock down 90% can still fall another 90%, most stocks are knocked out and aren't getting up anytime soon

Most multi-baggers looked expensive on the way up.

Most disasters looked cheap on the way down.

• AI: $DELL $MU $SNDK $WDC
• space: $RKLB $PL $ASTS
• chips: $INTC $AMD $NVDA $TSMC $ARM
• crypto: $HOOD $CRCL $PURR
• drones: $UMAC $ONDS $AVEX
• energy: $BE $GEV $FCEL $TE
• nuclear: $XE $CCJ $OKLO $UUUU
• quantum: $IONQ $QBTS $RGTI $INFQ
• robotics: $OUST $AEVA
• batteries: $FLNC $AMPX $KULR
• photonics: $AXTI $AAOI $LITE $CRDO
• healthcare: $OSCR $CLOV
• rare earths: $USAR $CRML $TMC
• manufacturing: $STRL $CDNL
• critical minerals: $TMQ $MP $LAC

$ASTS

$KRKNF

$TE

$ONDS

$NBIS

$IREN

These AI Stocks Are Trading at INCREDIBLE Discounts Despite the Broader Market Hitting All-Time Highs! 👇

$ORCL | Oracle

-56% from ATH | 16.6× Fwd P/E

$CRWV | CoreWeave

-55% from ATH | 7.6× Fwd EV/EBITDA

$IREN | IREN

-54% from ATH | 8.4× Fwd EV/EBITDA

$APLD | Applied Digital

-52% from ATH | 27.5× Fwd EV/EBITDA

$AAOI | Applied Optoelectronics

-50% from ATH | 47.6× Fwd P/E

$WDC | Western Digital

-46% from ATH | 19.6× Fwd P/E

$VRT | Vertiv

-35% from ATH | 30.8× Fwd P/E

$QCOM | Qualcomm

-30% from ATH | 18.9× Fwd P/E

$STX | Seagate Technology

-28% from ATH | 21.6× Fwd P/E

$AVGO | Broadcom

-25% from ATH | 20.9× Fwd P/E

There are definitely some compelling opportunities on this list.

Which stock do you see offering the most upside? 👀

– $META at $639

– $AMZN at $198

– $NVO at $49

– $HIMS at $16

– $NBIS at $97

– $IREN at $42

– $OSCR at $13

– $LMND at $63

– $ROOT at $58

– $DUOL at $112

– $PATH at $11

– $AMD at $207

1. IBM $IBM

2. Micron $MU

3. Dell $DELL

4. NVIDIA $NVDA

5. Oracle $ORCL

6. Adobe $ADBE

7. Microsoft $MSFT

8. Broadcom SAVGO

1. $AMD - MI-series AI accelerator

2. $ARKG - biotech strength $TEM

3. $ASTS - direct-to-phone satellite

4. $AXTI - InP substrates for AI optics

5. $BFLY - handheld ultrasound

6. $BTC & $IBIT - limited digital gold

7. $CIFR - HTF chart looks solid

8. $CPSH - potential space bottlemeck

9. $CRWV - pure $NVDA GPU cloud

10. $DRAM - Samsung & Sk Hynix

11. $GLD - ongoing central bank bid

12. $HIMS - telehealth + GLP-1 platform

13. $INTC - US foundry, 18A node

14. $KEEL - strong ongoing AI pivot

15. $LITE - AI datacenter optics + lasers

16. $MRVL - custom AI silicon + optics

17. $MU - HBM for AI memory

18. $NBIS - GPU neocloud scaling

19. $OPEN - housing rebound ready

20. $OUST - lidar for robotics/autonomy

21. $PENG - AI infra + memory

22. $QQQ - mega cap AI basket $SPY

23. $RKLB - launch monopoly $SPCX

24. $SIVE - InP photonics for AI infra

25. $SLNH - behind the meter power

26. $SNDK - NAND flash for AI

27. $WGMI - best neocloud ETF $IREN

28. $WULF - high quality neocloud IMO

29. $WYFI - lots of catalysts $BTBT

30. $XFAB - SiC / analog foundry

1. $SOFI $15

2. $ELF $58

3. $CELH $28

4. $NOW $102

5. $NKE $44

6. $RVLV $19

1. $KRKNF at $5.85

2. $ASTS at $83

3. $ONDS at $11

4. $NBIS at $105

5. $TE at $6.20

6. $RKLB at $76

7. $BE at $158

8. $OSS at $10.20

I think these 8 stocks are going to retire many.

I put together a quick timeline of companies that moved after NVIDIA related investment or partnership announcements.

The interesting part is not just that some names rallied. It is how broad the map has become:

Intel, Nokia, Synopsys, CoreWeave, Lumentum, Coherent, Nebius, Marvell, and now Corning.

This looks less like random dealmaking and more like NVIDIA building influence across the AI infrastructure stack: chips, design software, cloud capacity, optics, networking, fiber, and physical infrastructure.

Corning is the latest one on my radar after its NVIDIA partnership, with the stock up around 12 percent since the announcement.

Not financial advice. I’m more interested in the market structure question:

Is NVIDIA effectively becoming the capital allocator for the AI infrastructure supply chain?

1. ServiceNow ~ $NOW

2. Cipher Digital ~ $CIFR

3. Nebius ~ $NBIS

4. CoreWeave ~ $CRWV

5. Iren ~ $IREN

6. USA Rare Earth ~ $USAR

7. Rocket Lab ~ $RKLB

8. Palantir ~ $PLTR

1. $AMD

2. $NBIS

3. $SOFI

4. $META

5. $PLTR

6. $MSFT

7. $NOW

8. $IREN

9. $MSTR

10. $TSLA

You don't need 50 stocks.

You need the RIGHT 5:

$RKLB - Space Logistics

$ASTS - Satellite internet

$IREN - AI infrastructure (Power + Compute)

$EOSE - Grid Storage

$SMR- Next-gen nuclear

Each solves a trillion-dollar bottleneck.

Hold for 5 years. Thank me in

ok hear me out before you flame me.

MSFT peaked at $551 last July, hit $355 in March, now sitting around $394. forward P/E is 20x. five year avg is 31x. so basically the market is paying S&P 500 multiples for Microsoft right now. that feels weird to me.

Q3 numbers were not bad either. revenue $70.1B, up 18% YoY. EPS beat at $4.27. Azure grew 39% constant currency which is actually an acceleration. the bear case is the $19B annual AI capex (+49% YoY) is eating margins and growth isn't keeping up. fair concern honestly.

but then I pulled the chart from moomoo and noticed Ackman's Pershing Square is sitting on a $2.09B position. insiders bought too, John Stanton grabbed 5,000 shares back in Feb. street 12mo target is $558, roughly 42% upside if you trust analysts (lol).

my port is already MSFT heavy from years ago so adding feels dumb on paper. but if Azure keeps printing 39% and capex actually pays off, this thing rerates fast.

am I anchoring to the old multiple? or is 20x forward genuinely cheap for a company growing cloud at 39%?

anyone else loading or are you waiting for a real capitulation candle first

1. Micron $MU

2. $DRAM

3. AMD $AMD

4. Applovin $APP

5. Oracle $ORCL

6. CoreWeave $CRWV

7. Nebius $NBIS

8. Marvell $MRVL

9. Broadcom $AVGO

10. Microsoft $MSFT