To The Moon

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