$SPDR S&P 500 ETF Trust(SPY)$ already broke under 20SMA at $746 and today retested it. It failed again. It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $Oracle(ORCL)$ earning. 50SMA is at $715. There's a high chance we test this area next week close to June 17 FOMC with Kevin Warsh as new chair. Most traders don't realize but for the next 5-10 years owning assets and stocks is the way to be free. Today, $NVIDIA(NVDA)$ CEO said to buy $Qualcomm(QCOM)$ and a few weeks ago he said $ServiceNow(NOW)$ was undervalued and
Phase 1 Is Over. Here's What Comes Next in the AI Supercycle
The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-2025 chips · memory · connectivity $NVIDIA(NVDA)$ → Designs the GPUs every AI model trains and runs on. $Micron Technology(MU)$ → Makes high-bandwidth memory inside every AI server. $COHERENT(COHR)$ → Moves data at light speed between GPUs optically. $Marvell Technology(MRVL)$ → Custom silicon connecting every chip in a hyperscaler's cluster. $Broadcom(AVGO)$ → Builds Google's, Meta's, and Apple's custom AI c
$SPY Down, AI Up: 20 Stocks Positioned for the Next Growth Cycle
$SPDR S&P 500 ETF Trust(SPY)$ crashed 3% in 1 day and everyone panicked. It's going to crash at least 10% soon. I'm adding these gems for 10x swing play: (stocks returns yesterday vs past year) 1. $Advanced Micro Devices(AMD)$ : -2.5% | +315% AI data center revenue +57% YoY. MI450 ramp begins. 2. $Intel(INTC)$ : -3.9% | +466% Turnaround trade. AI server CPUs finally printing real numbers. 3. $SanDisk Corp.(SNDK)$ : -1.4% | +4,490% NAND supply squeeze. No one saw this coming. Everyone missed it. 4. $ARM Holdings(ARM)$ : -4.5% | +293% Every AI chip runs on ARM. Royalty flywheel j
$TE $POET $CLSK $ONDS: 12 High-Upside Stocks for the Next AI Cycle
Everytime there is massive crash in June, $SPDR S&P 500 ETF Trust(SPY)$ recovers at 30% 1 year later. Here's 12 stocks under $20 that can easily 10x-20x: 1. $T1 ENERGY INC(TE)$ — T1 Energy Aschenbrenner's AI infrastructure bet. Revenue beat by 61%. 2. $POET Technologies Inc(POET)$ — POET Technologies AI photonics optical interposer. Next-gen data center chip architecture. 3. $Keel Infrastructure Corp(KEEL)$ — Keel Infrastructure Ex-Bitcoin miners pivoting hard to AI compute demand. 4. $CleanSpark, Inc.(CLSK)$ — CleanSpark Verified Aschenbrenner long. Bitcoin miner scaling into
$Roundhill Memory ETF(DRAM)$ 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