These are five stocks I think could be 3-5x winners over the next 5 to 10 years: $SpaceX(SPCX)$  - exposure to SpaceX as private markets keep growing $Advanced Micro Devices(AMD)$  - AI compute and data center growth $Micron Technology(MU)$  - memory demand driven by AI infrastructure $SanDisk Corp.(SNDK)$  - flash storage positioned for the next upgrade cycle $NEBIUS(NBIS)$  - AI cloud infrastructure with significant upside potential No one knows exactly how they'll perform, but these are names I'm comfortable holding through multiple market cycles. Next a

$iShares Semiconductor ETF(SOXX)$ Glad I picked up some $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  after taking profits on SOXS.

$SpaceX(SPCX)$ Everyone knows it'll eventually hit $500+, it's just a matter of staying disciplined and holding, ignoring the noise.

$ServiceNow(NOW)$ I don't really get why people keep trying to play these small stock swings. The stock has a pattern until it doesn't. I see it more as a long-term buy and hold opportunity.

$Amentum Holdings, Inc.(AMTM)$ $SpaceX(SPCX)$  $Tesla Motors(TSLA)$ It will be interesting once investors realize how significant a role Amentum plays in NASA and SpaceX launches. It's still a hidden gem.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looks like the day after Micron reported earnings was the peak. The saying "the best news comes at the top" seems to hold.

$hynix-WI(SKHYV)$ Ignoring the short-term pressure here. A significant number of shares need to be converted soon, which could shift sentiment broadly. It feels like a lot of people might be looking to get positioned on the long side.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I think a serious correction in semis could drive this quite high. It feels like $8 or $9 is possible. If your average cost is above $10, though, that's a different story.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm not planning to sell until the share price reaches $30.

$Applied Optoelectronics(AAOI)$  In a few weeks, we'll start seeing earnings reports from several major tech companies like MSFT, GOOG, AMZN, and META. These reports should give us a clearer picture of what's happening in the AI sector. Until then, the market is likely to be volatile, reacting to both positive and negative news along the way. My bet is that the hyperscalers will confirm, or even raise, their capex spending targets. AAOI is expected to report around August 6.