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

I called out $AST SpaceMobile, Inc.(ASTS)$ at $2 and it spiked to $130 in 2 years. ASTS will eventually hit $400+ when $SpaceX(SPCX)$ launches. Right now, $SEALSQ Corp(LAES)$ has a partnership with SPCX. It's the only one trading under $5. The real reason Elon Musk wins has nothing to do with intelligence. There are thousands of people smarter than Musk. Better engineers. Better physicists. Better programmers. Better managers. He has said this himself publicly and he means it. His actual edge is something nobody wants to talk about because it can't be taught in a business school or summarized in a framework. He has an abnormally high pain tolerance for chaos. Not

Elon Musk read 5 books as a kid. Then he spent 30 years building every single one of them for $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ Here's the CHEATCODE straight from Elon's books: 1. Foundation Series by Isaac Asimov (The most important book to understanding SpaceX) Musk said: "Foundation Series & Zeroth Law are fundamental to the creation of SpaceX." Asimov taught him that civilizations move in cycles and that humanity must act before the window closes. SpaceX is building civilization's backup drive. These stocks ride that mission directly: $Rocket Lab USA, Inc.(RKLB)$ — Rocket Lab expands the launch economy Asimov's "Foundation" requires

I called out $IONQ Inc.(IONQ)$ when it was $7, its spiked up 1000% already. I think it can hit 10,000% There's 3 more massive plays exactly like it under $20: 1. $POET Technologies Inc(POET)$ Catalyst 1 – 30,000+ optical engine shipmentsManagement is targeting 30,000+ Infinity optical engine shipments in 2026, marking the inflection from lab demo to real commercial revenue. A follow-on order cascade from hyperscalers would collapse the current 1,000x P/S multiple and force a full institutional re-rating. Catalyst 2 – LITEON + Lessengers 1.6T transceiver partnershipsPOET is jointly developing 400–800G+ and 1.6T optical modules targeting the AI data center connectivity market directly. Completed module samp

President Trump knows US is 90% behind China in quantum technology. China already invested $30B in quantum. The US just $2B. So now he is catching by buying: 1) $IBM(IBM)$ → $1B 2) $GLOBALFOUNDRIES Inc.(GFS)$ → $375M 3) $D-Wave Quantum Inc.(QBTS)$ → $100M 4) $Rigetti Computing(RGTI)$ → $100M 5) $Infleqtion(INFQ)$ → $100M My favorite 3 plays are: 1. $IONQ Inc.(IONQ)$ The pure-play quantum hardware leader. They build trapped-ion quantum computers, the most accurate architecture in existence. Their systems are already live on

President Trump bought $Intel(INTC)$ at $20, its went up 650% INTC was losing $1 billion every quarter, but $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ needs their CPUs. Trump just told the world quantum is the new AI arms race and backing it with $2B in CHIPS Act money: 🔵 ORIGINAL $2B GRANT RECIPIENTS: $IBM(IBM)$ PT $400 — $1B grant. Quantum backbone for hyperscaler AI workloads $GLOBALFOUNDRIES Inc.(GFS)$ PT $160 — $375M grant. Fab infrastructure quantum chips can't exist without $D-Wave

$NVIDIA(NVDA)$ split when price hit $1200 last year. Anyone who bought at $120 is up 100% (doing nothing). Here's 3 stocks that will SPLIT this year: 🟠 $SanDisk Corp.(SNDK)$ ~$1,380 → 10-for-1 split projected Q3/Q4 2026 → Post-split price: ~$138 → Up 3,300%+ in a year. Citi PT: $3,025. Board has every reason to split. 🔵 $Micron Technology(MU)$ ~$681 today → 4-for-1 or 5-for-1 split projected Q4 2026/Q1 2027 → Post-split price: ~$136–$170 → Hasn't split since May 2000. HBM4 supercycle just changed the math. 🟣 $Lumentum(LITE)$ — ~$885 today → 5-for-1 split projected Q1/Q2 2027 → Post-split price: ~$177 → Never split in its h

The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion. Elon Musk says by 2030 regular people will be ultra-wealthy. Here's 20 companies directly linked to SPACEX: 1. $AST SpaceMobile, Inc.(ASTS)$ — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination 2. $IONQ Inc.(IONQ)$ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028 3. $Reddit(RDDT)$ — Real-time data feeds Grok's truth-seeking AI engine via X integration 4. $Rocket Lab USA, Inc.(RKLB)$ — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve 5.

$SPDR S&P 500 ETF Trust(SPY)$ will crash 10%-20% in this year (again). It'll be painful when SPY sells off from $750 towards $650. Here's 9 stocks to add for 10x-20x gains: 1. $ServiceNow(NOW)$ buy zone $80-$85. AI enterprise OS, $30B revenue target by 2030, BofA target $150 2. $Bloom Energy Corp(BE)$ buy zone $140-$160. Oracle 2.8GW fuel cell deal, 130% YoY revenue, AI power crisis play 3. $Tesla Motors(TSLA)$ buy zone $280-$300. Robotaxi launch + FSD monetization, Optimus robots are a free call option 4. $Micron Technology(MU)$ buy zone $550-$600. HBM4 co-designed for

There's a stock under $20 that will explode 2000% exactly $Bloom Energy Corp(BE)$ did. We're really early. Leopold Aschenbrenner bought it in his 13F. Let me explain what $CleanSpark, Inc.(CLSK)$ does first. AI requires a lot of electricity, energy infrastructure, cooling, and computing power to scale globally. CLSK operates massive energy-intensive computing infrastructure at scale. Right now, most people only associate them with Bitcoin mining. But what the market is beginning to realize is this: The future winners won't just be the companies creating AI. It will also be the companies controlling power access, data center infrastructure, and large-scale compute operations. That changes everything. As AI m

Tom Lee says $SPDR S&P 500 ETF Trust(SPY)$ will crash 15%-20% this summer. Then SPY rallies for 2 years straight back to $1000+ Here's my favorite 12 stocks to buy on this dip: 1. $Micron Technology(MU)$ +1350% ($62 → $820) BUY ZONE: $550–$600 | HBM4 memory supercycle, AI data center demand exploding 2. $SanDisk Corp.(SNDK)$ +5900% ($27 → $1600) BUY ZONE: $700–$800 | AI optical engine contracts, $50M Lumilens order, redomicile vote June 26 3. $Alphabet(GOOG)$ +300% ($142 → $400) BUY ZONE: $280–$300 | Google Cloud AI revenue accelerating, Gemini monetization kicking in 4. $Advanced M

BIG WARNING 2026 is Trump's midterm year. The last 13 midterm years, $SPDR S&P 500 ETF Trust(SPY)$ crashed 20% on average. SPY hit $750 last week so sell off would take it towards $650 then $600. DON'T MISS YOUR CHANCE to buy the dip. Remember, SPY always bounces back towards all time highs. 3 obvious reasons why market would crash in May/June: 1. Kevin Warsh starts his FOMC chair position and the market sells off usually.Warsh confirmed May 13 in the most divisive Fed vote in history (54–45). His first meeting is June 16–17. Markets historically sell off during Fed leadership transitions and wholesale inflation just printed 6% YoY, the highest since 2023, handing him a nightmare first act. 2. Inflation is climbing and is higher. Interest rates