10 months ago, Leopold bought $SanDisk Corp.(SNDK)$ at $140 it spiked 1700% Last month, he bought this stock and its already down 20% ⬇️ $SharonAI Holdings Inc.(SHAZ)$ — SharonAI His fund just pushed its stake to 19.9%. That's not a nibble. Why I think he's buying here: 🔹 It's a neocloud rents out GPU compute, the buildout's tollbooth 🔹 Deploying up to 40,000 NVIDIA GB300s (72MW AI factory) 🔹 Just closed a $1.6B private placement — oversubscribed 🔹 Down ~30% from June highs = same shovels, cheaper The tell: his book is short the chipmakers via billions in puts, but long the compute + power layer. He's not betting on AI hype he's betting on the bottleneck. My 1-yr target: $200 base / $300 if the GPU ramp l

$IBM(IBM)$ crashing 25% in 1 day is extremely bullish for $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ Here's why: Read the letter closely. In the final weeks of June, $IBM's own clients stopped buying $IBM and started hoarding servers, storage, and memory instead. Here are 4 reasons I think this letter matters a lot: 1. This came from the victim, not the salesman. $MU and $SKHY have been telling us for months that memory is tight. But of course they'd say that, it's their product. So I take it with a grain of salt. This is different. IBM just lost deals because their customers ditched them to go bu

According to $IBM(IBM)$ , $Micron Technology(MU)$ should spike to $2000+ These are $IBM CEO exact words: "In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases." Companies that'll benefit extremely: Memory — the core of the trade $Micron Technology(MU)$ — Micron (DRAM + NAND) $SanDisk Corp.(SNDK)$ — Sandisk (NAND) $SK hynix(SKHY)$ — DRAM/HBM leader) Storage — HDD, SSD & systems $Seagate Technolo

$SanDisk Corp.(SNDK)$ made everyone holding 4000%-6000% This stock is your 2nd chance if you missed SNDK: Firstly, robotics is the next big theme and you'd be super early getting into it right now. $Symbotic Inc.(SYM)$ summary: - Builds AI-powered robots that run entire automated warehouses. - Robots store, retrieve, sort, and stack products at scale. - Handles pallets, cases, AND individual items rivals can't. - Real revenue robotics: $2.5B sales, 70+ systems, $22B backlog. - Proof that "physical AI" is a business, not hype. - $Wal-Mart(WMT)$ is the anchor customer AND second-largest shareholder. - SoftBank JV "GreenBox" committed $7.5B over six years. - Other cli

The most dangerous CPI of 2026 drops tomorrow 8:30am. And the risk is pointing in only one direction: Inflation went 2.4% in Feb to 4.2% in May. That's not cooling that's the fastest reacceleration in years. Tomorrow tells us if the top is in, or if this is just getting started. Here's what makes it print low: energy. The Iran/Hormuz oil spike that drove 60%+ of last month's jump is fading, and gas has rolled over. That alone drags headline from 4.2% down to around 3.8%. On the surface it looks like relief. But here's what makes it print high everything that doesn't fade. Shelter is still sticky. Tariffs are bleeding into core goods. Services never cooled. Energy leaves, but these stay. That's the trap sitting under the "cooling" headline. So ignore the headline number. Watch core CPI inst

The AI trade has cooled—but many of the sector's biggest winners are still well below their highs. Here's an updated cheat sheet showing how far 24 leading AI stocks remain off their peaks. Save it for your watchlist. 👇 The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 $Oracle(ORCL)$ –59.3% 🔴 $IONQ Inc.(IONQ)$ –49.4% 🔴 $ServiceNow(NOW)$ –49.2% 🔴 $Applied Optoelectronics(AAOI)$ –48.6% 🔴 $IREN Ltd(IREN)$ –46.5% 🔴 $Rocket Lab USA, Inc.(RKLB)$ –46.3% 🔴 $AST SpaceMobile, Inc.(ASTS)$<

1 year ago, $SanDisk Corp.(SNDK)$ ran from $40 to $2400 for 6000% Then it crashed back to $1500 before spiking again. Here's 4 set-ups exact 1000% potential: 1. $Bloom Energy Corp(BE)$ Buy zone: $220–230 = prior base / breakout retest • AI data centers need power NOW → fuel cells = fastest time-to-power • Brookfield just scaled their AI-infra partnership to $25B (5x expansion) • Q2 earnings Jul 28 first real profitability inflection 2. $AST SpaceMobile, Inc.(ASTS)$ Buy zone: $64–72 = double-bottom reload • Only space-based cellular broadband hitting phones direct (not hype anymore) • AT&T + Vodafone = distribution already solved • BlueBird 11/12/13 launch from

Top 3 earnings plays this week: 1. $Aehr Test(AEHR)$ — Tues after close Last Q (Q3 FY26): EPS -$0.05 (beat -$0.10 est), revenue $10.3M (-44% YoY) but bookings exploded to $37.2M, up 6x QoQ. Guidance: Guides 2H FY26 revenue $25–30M, bookings $60–80M, return to non-GAAP profit in Q4, AI processor burn-in demand ramping. Expected move: ~±17% (last implied 17.2%, avg realized ~19%). 2. $ASML Holding NV(ASML)$ — Wed before open Last Q (Q1 26): Sales €8.8B (+13% YoY, beat), gross margin 53%, EPS €7.15, net income €2.8B but stock fell ~6% on China export fears. Guidance: Q2 sales €8.4–9.0B, gross margin 51–52%; full-year 2026 raised to €36–40B on AI-driven EUV demand across memory and logic. Expected move: ~±5–6

One ETF turned $10K into $300K+ over 10 years. These 3 are the best ones: 1/ $VanEck Semiconductor ETF(SMH)$ — VanEck Semiconductor $10K → ~$115K (2016–2026) 27.7% annualized the single best ETF of the decade The purest AI bet on the board. $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ sit at top weight. Every data-center buildout on earth runs through these names. 2/ $Vanguard Information Technology ETF(VGT)$ — Vanguard Information Technology $10K → ~$72K 21.8% annualized | 0.09% fee The "boring" one that quietly crushed it. 300+ tech names for almost n

$10,000 in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ on May 20, 2016. $991,866 exactly ten years later. Nearly 100x. Almost a million dollars from one ticker. Here's the NEXT one: $Roundhill Memory ETF(DRAM)$ — the first-ever memory ETF. Everyone spent this whole AI run fighting over which stock to own $NVIDIA(NVDA)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $Apple(AAPL)$

Some trading lessons that only became clear after I learned them the hard way. 💡 When you catch yourself watching the news or obsessing over your positions more than the actual price action on the chart, it’s almost always because your size is too big. 📊 If you’re more focused on locking in quick profits while refusing to cut your losers, it’s usually because you’ve already taken too much damage — and you’re terrified of realizing even more loss. Oversized again. ⚠️ And if deep down you’re hoping a single tweet from Trump (or any headline) will magically rescue your account… you might be better off working at a casino. Either way, your position sizing has left the building. 🃏 Buffett’s old line about people preferring to get poor fast rather than rich slow gets mocked by some. But it’s bru

$SpaceX(SPCX)$ may be grabbing the headlines, but the next decade of the space economy won't be built by one company alone. From launch providers and satellite communications to photonics, quantum computing, AI infrastructure, and lunar exploration, an entire ecosystem is emerging around the commercialization of space. SPCX crashed right after its IPO to $147. It's going under $100 first before ripping $1,000+ These 19 SPACE stocks will explode too: 1. $Rocket Lab USA, Inc.(RKLB)$ ~$87 Small-launch and satellite manufacturing filling the gaps Falcon can't serve efficiently. 2. $Gilat Satellite Networks(GILT)$ ~$13 Satellite ground infrastructure scaling alongside

3 years ago, I alerted $NVIDIA(NVDA)$ at $18 before it hit $240+ Again, these 8 stocks have exact same set-up like $NVDA: First of all, once you find a winner do not sell it early. This is proof holding is the best way to win: $Alphabet(GOOG)$ — 2004 IPO at $85; roughly 180x to its May 2026 high near $402. $Tesla Motors(TSLA)$ — 2010 IPO at $17; ~430x split-adjusted to its ~$490 peak. $Microsoft(MSFT)$ — 1986 IPO at $21; over 7,000x split-adjusted to its ~$539 peak. $Meta Platforms, Inc.(META)$ — 2012 IPO at $38, never split; ~21x to its $787 August 2025 high.

These 9 stocks will run with $NVIDIA(NVDA)$ for the next 5-10 years: $Micron Technology(MU)$ — HBM and DRAM are the AI bottleneck; every accelerator needs more memory, and supply stays tight through 2028. $Advanced Micro Devices(AMD)$ — The only credible GPU alternative to Nvidia; even a small data-center share shift is worth hundreds of billions. $SpaceX(SPCX)$ — Owns launch and satellite internet outright; Starlink alone could rival telecoms as the space economy compounds for decades. $Broadcom(AVGO)$ — Designs the custom AI chips hyperscalers use to reduce Nvidia dependence, plu

President Trump pumps $Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ everyday. He owns up to $25M of this AI company and never once talked about it. No one knows what this stock is except me: President Trump invested millions in this company, but has never mentioned it: $Broadcom(AVGO)$ His financial disclosure shows Broadcom held across multiple accounts, with one position sitting in the $5,000,001–$25,000,000 bracket. That's larger than his disclosed $Palantir Technologies Inc.(PLTR)$ or $Oracle(ORCL)$ stakes the

You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics: $Micron Technology(MU)$ (~$977) — HBM memory is AI's core bottleneck; every GPU cluster needs more Micron yearly $Roundhill Memory ETF(DRAM)$ (~$61) — One-ticket basket of every memory maker riding the AI storage and HBM supercycle $NVIDIA(NVDA)$ (~$194) — The default AI compute platform; Rubin and beyond keep it at the center $Advanced Micro Devices(AMD)$ (~$410) — MI-series accelerators give hyperscalers a real second source as compute demand explodes $AST SpaceMo

Market pullbacks have created opportunities across AI, semiconductors, cloud, and next-generation infrastructure. Here are 24 growth stocks still trading well below their highs, offering significant rebound potential if market leadership remains intact. 24 stocks ON SALE right now and will break all time highs by Jan 1. 🔴 Micron $Micron Technology(MU)$ -22.3% 🔴 SanDisk $SanDisk Corp.(SNDK)$ -25.9% 🔴 Western Digital $Western Digital(WDC)$ -32.6% 🔴 Arm Holdings $ARM Holdings(ARM)$ -30.4% 🔴 Intel $Intel(INTC)$ -15.5% 🔴 Broadcom $Broadcom(AVGO)$

16 years ago, $Tesla Motors(TSLA)$ IPO'd at $17. It returned 445x and transformed the car industry. Here's 5 robotics companies that will 100x-200x exactly like TSLA: 1. $Ouster Inc.(OUST)$ — Digital lidar + AI cameras giving robots 3D vision to see and navigate the physical world. Customers: Komatsu, FieldAI, AIM Intelligent Machines, warehouse/logistics operators. Special note: Only US-aligned, at-scale lidar+camera perception stack after acquiring Stereolabs (90K+ deployed ZED cameras), now the sole non-Chinese option in federal procurement. 2. $Aeva Technologies Inc.(AEVA)$ — FMCW 4D lidar-on-chip that measures instant velocity, not just distance, for real-ti