Michael Esther
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AI Infrastructure Dominated 2026: $AXTI $SNDK $MU $NBIS Lead the Winners

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
AI Infrastructure Dominated 2026: $AXTI $SNDK $MU $NBIS Lead the Winners

After $POET’s 2300% Run, These 5 Under-$20 Stocks Could Be Next

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. <
After $POET’s 2300% Run, These 5 Under-$20 Stocks Could Be Next

After $NVDA’s 500,000% Run, Investors Turn to $SPCX & AI IPOs 🔥

$NVIDIA(NVDA)$ 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
After $NVDA’s 500,000% Run, Investors Turn to $SPCX & AI IPOs 🔥
avatarMichael Esther
05-24 09:18

$ASTS to $LAES: The Next SpaceX-Linked Asymmetric Bet? 🚀

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
$ASTS to $LAES: The Next SpaceX-Linked Asymmetric Bet? 🚀
avatarMichael Esther
05-24 09:15

Sci-Fi Became Infrastructure: Why $TSLA $SPCX $NVDA $RKLB Are Living Elon’s Books

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
Sci-Fi Became Infrastructure: Why $TSLA $SPCX $NVDA $RKLB Are Living Elon’s Books
avatarMichael Esther
05-23 09:35

I Called $IONQ at $7, $POET, $TE & $RGTI Could Be Next 🚀

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
I Called $IONQ at $7, $POET, $TE & $RGTI Could Be Next 🚀
avatarMichael Esther
05-23 09:30

Quantum Is America’s Next AI Battle, $IONQ, $IBM & $NVDA Lead the Race

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
Quantum Is America’s Next AI Battle, $IONQ, $IBM & $NVDA Lead the Race
avatarMichael Esther
05-23 09:26

The $2 Billion Quantum Catalyst: Can $IONQ, $RGTI & $QBTS Deliver Explosive Upside?

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
The $2 Billion Quantum Catalyst: Can $IONQ, $RGTI & $QBTS Deliver Explosive Upside?

$SNDK $MU $LITE: The Next Potential Stock Splits of the AI Supercycle

$NVIDIA(NVDA)$ 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
$SNDK $MU $LITE: The Next Potential Stock Splits of the AI Supercycle

$SPCX at $1.75T? These 20 Companies Could Benefit From the SpaceX Supercycle 🌌

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.
$SPCX at $1.75T? These 20 Companies Could Benefit From the SpaceX Supercycle 🌌

$SPY Warning Signal Flashing: Watching $TSLA $AMD $IONQ $ASTS Closely 👀

$SPDR S&P 500 ETF Trust(SPY)$ 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
$SPY Warning Signal Flashing: Watching $TSLA $AMD $IONQ $ASTS Closely 👀

AI Needs Compute. Compute Needs Power. That’s the $CLSK Thesis

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
AI Needs Compute. Compute Needs Power. That’s the $CLSK Thesis

$NVDA, $AMD, $MU and More, My High-Conviction Dip-Buy List

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
$NVDA, $AMD, $MU and More, My High-Conviction Dip-Buy List

Midterm Year Risk Is Back: Could $SPY Drop Toward $650?

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
Midterm Year Risk Is Back: Could $SPY Drop Toward $650?

AI Data Centers Need Power, These 7 Stocks Could Benefit Big

In 1 year, $Enlight Renewable Energy Ltd.(ENLT)$ spiked 600% from $15 to $90+ Right now, $NVIDIA(NVDA)$ CEO wants you to buy sustainable energy companies. Here's 7 stocks under $10 that can 20x just like $Bloom Energy Corp(BE)$ 1/ $Plug Power(PLUG)$ ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. Customers: $Amazon.com(AMZN)$ $Wal-Mart(WMT)$ $Home Depot(HD)$ $Microsoft(M
AI Data Centers Need Power, These 7 Stocks Could Benefit Big

If $SPY Falls Toward $650, Which of These 20 Stocks Would You Buy Aggressively?

20 stocks I'll add in this May/June 2026 $SPDR S&P 500 ETF Trust(SPY)$ crash. Remember, market always bounces back to all time highs. 1. $NVIDIA(NVDA)$ $225 Buy: $180–190 Prior breakout and massive institutional demand zone. 2. $Micron Technology(MU)$ $725 Buy: $500–$550 Strong support and AI memory demand acceleration zone. 3. $Alphabet(GOOG)$ $392 Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support. 4. $Apple(AAPL)$ $300 Buy: $260–270 Major support with massive cash flow and buyback strength. 5. $IONQ Inc.(
If $SPY Falls Toward $650, Which of These 20 Stocks Would You Buy Aggressively?

$GOOG, $MU, $NVDA, $AMD, and $LITE Deliver 100%-400% Returns by 2035

These 5 stocks should 100%-400% by holding it until 2030-2035: 1. $Alphabet(GOOG)$ — analyst consensus strong buy, avg PT ~$600, with bulls targeting $550. I used $550 as a 2030-horizon bull case. 2. $Micron Technology(MU)$ — Deutsche Bank and DA Davidson both have PT of $1,200 with Buy ratings, citing HBM supply locked through 2030+. 3. $NVIDIA(NVDA)$ — avg analyst PT ~$280, highest at $380. Used $350 as a strong conviction long-term target. 4. $Advanced Micro Devices(AMD)$ — BofA recently raised PT to $600, citing AI spending staying strong longer than the market expects through 2030 5.
$GOOG, $MU, $NVDA, $AMD, and $LITE Deliver 100%-400% Returns by 2035

Could $PLUG, $ENLT, and $BEP Become the Biggest AI Energy Winners of the Decade?

CEO $NVIDIA(NVDA)$ says to buy sustainable energy stocks. $Enlight Renewable Energy Ltd.(ENLT)$ is the strongest with price target $400+ Its spiked $15 to $90 for 600% already. Right now, these 16 stocks have the exact set-up: 1. $Plug Power(PLUG)$ — Price: ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. 2. 2. $Fluence Energy, Inc.(FLNC)$ — Price: ~$20 | Target: $65 Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations. 3. 3. $Array Techn
Could $PLUG, $ENLT, and $BEP Become the Biggest AI Energy Winners of the Decade?

Which Sub-$10 Stocks Could Explode if the $SPY Correction Finally Arrives?

10%-20% SPY crash starts right now says Tom Lee. Here's 10 stocks I'd add under $10: 1. $POET Technologies Inc(POET)$ — Current: ~$19 | Buy Zone: $8–$9 Marvell deal noise fades; $50M Lumilens deal holds the floor here. 2. $Fluence Energy, Inc.(FLNC)$ — Current: ~$20 | Buy Zone: $9–$10 $5.5B backlog provides hard support; secondary priced at $21 confirms institutional floor. 3. $Eos Energy Enterprises Inc.(EOSE)$ — Current: ~$8.28 | Buy Zone: $4.00–$5.00 52-week low of $3.69 sets base; AI data center JV narrative holds above $6. 4. $Lightwave Logic, Inc.(LWLG)$ — Current: ~$14.95 | Buy Zone: $6–$7 Post-earnings flush plus
Which Sub-$10 Stocks Could Explode if the $SPY Correction Finally Arrives?

Is the $720–$722 Zone the Most Important Support Level for $SPY Bulls?

When $SPDR S&P 500 ETF Trust(SPY)$ pulls back I like these 5 levels most (explaination): 1. $720–$722 → (probability 75%) - Almost guaranteed first test, it's the nearest broken resistance 2. $697–$700 → (probability 50%) - Round number + prior base makes it a high-probability magnet 3. $675–$680 → (probability 35%) - Only if macro data deteriorates and 200MA gets tagged 4. $650–$655 → (probability 20%) - Requires a true risk-off panic, not just a garden dip 5. $630–$640 → (probability 10%) - Black swan territory, Fed error or credit event needed ♻️RESHARE this post and make 1 comment for the $SPY option contract I'd add on this dip for 200%-500% 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-dema
Is the $720–$722 Zone the Most Important Support Level for $SPY Bulls?

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