To The Moon

Driven by the relentless AI supercycle, the S&P 500, Dow Jones, and Nasdaq all charted fresh record highs in early 2026. $Alphabet(GOOG)$ has also joined the exclusive club, becoming the fourth US tech giant to breach the historic $4 trillion market cap milestone. Against this backdrop, today’s spotlight focuses on the critical players spanning the upstream and downstream of the AI value chain.

From $Strategy(MSTR)$ 's leveraged Bitcoin treasury play to $Tesla Motors(TSLA)$ $ 's AI robotics revolution and $NVIDIA(NVDA)$ 's absolute dominance in compute infrastructure, these aren't just market leaders—they are the high-octane engines driving the next technological supercycle.

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Ready to uncover which stocks are flashing entry signals and which need patience?

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🔥 SG Smart Money Bets on US Equities: 7 High-Octane Picks in AI, Crypto & Hard Tech

1. 🚀 $Strategy(MSTR)$ | The "Bitcoin Treasury" Disguised as Software

• Acting as a leveraged Bitcoin proxy, MSTR uses low-interest debt to accumulate BTC. It offers Singaporean institutions a compliant, high-beta crypto instrument without custody challenges, often outperforming the asset itself during bull cycles due to leverage.

• The legacy software business services debt, while valuation relies on the Bitcoin holdings' NAV premium. Aggressive capital markets strategies—issuing convertible notes to buy coins—accrete Bitcoin per share, creating an actively managed treasury with arbitrage potential.

• Expect consolidation between $164.75 support and $179.25 resistance; a sustained break above $179.25 could target the $190-$200 zone, while a breakdown below $164.75 may test the $149.75 low.

2. 🚗 $Tesla Motors(TSLA)$ | The "Super Species" of AI & Robotics

• Tesla is evolving from an automaker into an AI and robotics leader with FSD and Optimus. Macro rate cuts favor auto sales, while the FSD rollout re-rates the company as a pure-play tech firm, commanding significant brand premiums.

• Cash flow remains resilient despite margin pressure from price wars. The Energy Storage division is a high-growth engine outpacing automotive. The thesis trades short-term volatility for the exponential long-term potential of the Robotaxi vision.

• Expect continued consolidation between $435.77 and $446.77. A sustained break above resistance could target $455, while failure at support opens a path toward $425. Watch for a potential RSI bullish divergence for an early reversal signal.

3. 🏠 $Opendoor Technologies Inc(OPEN)$ | The "Rate Cut" Call Option in Real Estate

• A unicorn in iBuying, Opendoor is a high-beta asset for the "Fed Pivot." Its algorithm-driven model is hyper-sensitive to interest rates; stabilizing mortgage rates improves liquidity and inventory turnover, making it a key play on housing market recovery.

• Pivoting from survival to recovery, narrowing losses and positive contribution margins signal stabilized pricing algorithms. At historical valuation lows, it represents a distressed asset play on a soft landing, offering high risks but potentially outsized returns.

• Expect consolidation between $6.20 and $6.70; a decisive close below $6.20 could open a path toward the $5.50-$5.80 zone, whereas a break above $6.75 is needed to target a retest of $7.00.

4. 👑 $NVIDIA(NVDA)$ | The "King of Compute" & AI Shovel Seller

• The absolute ruler of the AI era, Nvidia holds a choke point on global compute. Its GPUs are irreplaceable infrastructure for the "Sovereign AI" arms race, transforming chips into the new industrial oil with near-monopolistic pricing power.

• Financials are pristine, with data center revenue doubling and astronomical margins. The software ecosystem (CUDA) now contributes high-margin profit, widening the moat. Nvidia remains the core anchor for any tech portfolio, consistently rebutting bubble theories.

• Expect consolidation between $181 and $190; a decisive close above $187.29 could propel a test of the $190-$192 zone, while a break below $181 may see a retest of the $175 support.

5. ⛏️ $CRITICAL METALS CORPORATION(CRML)$ | The "Strategic Shield" for Energy Transition

• Developing strategic minerals in Austria, CRML holds Europe's first permitted lithium mine. It benefits from geopolitical tailwinds as the West decouples supply chains, offering immense strategic value by feeding directly into European OEM battery supply chains.

• An early-stage resource play where off-take agreements lock in revenue certainty. Investors buy into the scarcity of upstream resources for Europe's electrification. Risks remain tied to execution and global lithium price cycles, suitable for risk-tolerant portfolios.

• Expect consolidation between $17.20 and $18.01; a sustained break above $18.01 could target $19.00, while a breakdown below $17.20 may see a test towards $16.40.

6. ✈️ $FLYEXCLUSIVE INC(FLYX)$ | The "Uber" of Private Aviation

• Targeting post-pandemic high-net-worth travel, flyExclusive uses a fleet-based membership model to consolidate the fragmented private jet market. It offers efficiency and privacy commercial airlines cannot match, serving as a key "Uber-like" player in private aviation.

• Prioritizing scale over profit, capital expenditure for fleet expansion pressures short-term margins. However, rapid revenue growth and membership deposit cash flows support the thesis. It is a growth play on luxury consumption and improved unit economics.

• Expect continued consolidation between $3.56 and $4.10; a decisive break above $4.10 could target $4.50-$4.80, while a breakdown below $3.56 may see a retest of the $3.20-$3.00 zone.

7. ☁️ $APPLIED DIGITAL CORP(APLD)$ | The "HPC Cloud" Dark Horse

• Pivoting to next-gen HPC data centers, APLD provides critical infrastructure for Nvidia's cloud partners. It addresses the AI supply chain's bottleneck—power availability. Regulatory constraints on new connections ironically increase the scarcity value of its approved capacity.

• Shifting to high-margin AI cloud services expands EBITDA potential significantly. While infrastructure build-out requires capital, long-term contracts with tech giants de-risk revenue. This is a second-derivative play on the AI boom, offering infrastructure catch-up potential.

• Expect consolidation between $34.50 and $37.50; a decisive close above $37.50 could reignite momentum toward $40, while a breakdown below $34.50 may signal a deeper correction toward $32.

🎯 🔥 Take Action:

Of these 7 top picks, which one do you have the most faith in? Are you betting on the future of AI, or seeking stability with high dividends?

Check your trading account—are these on your watchlist yet?

👇 Leave your code (e.g., $009988) in the comments section and let's see who's everyone's No. 1!

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💰Stocks to watch today?(16 Jan）