In a few years all high-bandwidth interconnects in data centers will be optical. That's why photonics has become one of the most important AI infrastructure themes: $Silver Verde May Mining Co., Inc.(SIVE)$ +2290.36% $IQE Plc(IQEPF)$ +1088.21% $SOl Soitec +455.58% $AXT Inc(AXTI)$ +437.44% $Applied Optoelectronics(AAOI)$ +371.06% $Aehr Test(AEHR)$ +328.79% $Syntec Optics Holdings, Inc.(OPTX)$ +303.10% $ALRIB Riber +268.57% $Marvell Technology(MRVL)$ +254.92%
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AI's Next Winners? $SPCX, $CORZ and $BE Continue to Break Higher
The AI investment story is expanding beyond chips. From SpaceX's rapidly growing compute business to Core Scientific's AI data center infrastructure and Bloom Energy's power solutions, investors are increasingly targeting the companies enabling the next phase of AI deployment. 1. $SpaceX(SPCX)$ vs $Tradr 2X Long SpaceX Daily ETF(SPCM)$ SpaceX $SPCX will hit $401 by the end of 2027, says Arete Research 🚨 That would be a gain of 152% from current prices ✅ For magnified exposure, consider the Tradr 2X Long SpaceX Daily ETF $SPCM 2. $Core Scientific, Inc.(CORZ)$ vs $Tradr 2X Long CORZ Daily ETF(COZX)$ Core Scientific $CORZ h
AI's Next Winners? $SPCX, $CORZ and $BE Continue to Break Higher
Momentum Reversal? $AMC, $NFLX, $LULU and $SPCX Flash Warning Signs
Market leadership is shifting as several high-profile names show signs of weakness. From $AMC still sitting nearly 100% below its peak to $NFLX lagging the Nasdaq, $LULU hitting multi-year lows, and $SPCX shedding hundreds of billions in valuation, investors are reassessing some of the market's biggest narratives. 1. $AMC Entertainment(AMC)$ AMC Entertainment just hit its highest price since October 🚨 Shares are now only down 99.6% from the all-time high 🥳 Congrats to $AMC shareholders 2. $Netflix(NFLX)$ Netflix $NFLX underperforming the Nasdaq 100 $Invesco QQQ(QQQ)$ by the largest margin since 2023 📉📉 3. $Lululemon Athletica(
Momentum Reversal? $AMC, $NFLX, $LULU and $SPCX Flash Warning Signs
$PENG, $ONDS, $OUST: Are These the Next Conviction Trades?
The thing about trading (and life) is the best opportunities usually just fall in your lap. Your only job is to take them, with conviction. Reality is that 90%+ the "effort" of researching, hunting for ideas, and straining to get rich is wasted. Doesn't pan out. It's bizarre. But year after year a handful of "no brainer" trades just emerge out of nowhere...catch even just one, and it typically can make up over half of my profits for the entire year. Know that there will be certain window every year where a life-altering opportunity emerges. Maybe that's: - $Intel(INTC)$ ~$20 when gov't took a stake - $Micron Technology(MU)$ over $500 when memory was heating up - $Victo
As AI Scales, Fiber Replaces Copper, Photonics Names Are Surging
As AI Scales, Fiber Replaces Copper, Photonics Names Are Surging
Technical Alert: $LMT, $MCD, $SNDK, and $MSFT Hit Key Inflection Points
Several high-profile stocks are flashing rare technical signals that could shape their next major move. From $LMT's new Death Cross and $SNDK's record-breaking RSI reading to $MCD and $MSFT testing historically attractive long-term support levels, these setups highlight a market increasingly driven by extremes rather than consensus. 1. $Lockheed Martin(LMT)$ Lockheed Martin $LMT forms a Death Cross ☠️ for the first time since January 2025 🚨 The last one sent share price tumbling 13% over the next 4 weeks 📉📉 2. $McDonald's(MCD)$ McDonald's $MCD has fallen just below its 200-week moving average 🚨 This has historically been a great time to buy 👀 3. $SanDisk Corp.(SNDK)$</
Technical Alert: $LMT, $MCD, $SNDK, and $MSFT Hit Key Inflection Points
World Cup Tailwind: $MRDN Positioned for Explosive Betting Growth
Grand View Horizon forecasts that the Brazilian online gambling market will grow with a 12.3% CAGR to reach $3.9B by 2030! $Meridian Hldg(MRDN)$ became one of the rare companies awarded a Brazilian online casino and sports betting license in 2025. A reminder that $MRDN trades for a $160M Market Cap and trades for 8x OCF. The Brazilian opportunity is very promising for a small cap of such size. MeridianBet entered this market at a perfect moment, just in time for the 2026 FIFA World Cup. Brazilians love football almost as much as Jesus, and it just started in the US, Mexico, and Canada, the same time zones as Brazil. I have no doubts that sports betting volumes will break new records.
World Cup Tailwind: $MRDN Positioned for Explosive Betting Growth
Why $MRDN Needed U.S. Capital Markets to Scale
$Meridian Hldg(MRDN)$ went public through a reverse merger with $GOLDEN MATRIX GROUP NEW(GMGID)$ . Some readers are probably thinking: Why did MeridianBet owners merge with a much smaller US-based company, mostly for equity? They were making millions of dollars in profit running online casinos in Southern Europe, so why bother? I think there are a few reasons. 1) Being a publicly listed US company comes with a certain level of legal, operational, and reputational advantages! A US company applying for a gaming license or seeking banking, payment processing, or other services will have an easier time than a Serbian one. 2) US is a huge opportunity for the company. It would be incredibly difficult for a sma
Why $MRDN Needed U.S. Capital Markets to Scale
$NVDA, $TSM, $AVGO & 7 More Stocks Building the AI Future
1. $NVIDIA(NVDA)$ $NVDA is powering the AI revolution with its industry-leading GPUs. The H200s make training and inference exponentially faster and more efficient. This has turned Nvidia into the default platform for AI research, cloud infrastructure, autonomous vehicles, robotics, and next-gen enterprise computing. Their chips will be behind in the most important AI services of the next decades. 2. $Broadcom(AVGO)$ The AI race is being reshaped by custom ASICs, and $AVGO is leading that revolution. With deep partnerships spanning Google, Anthropic, and OpenAI, Broadcom is becoming the critical infrastructure powering the next generation of custom AI chips. As the world's largest AI companies increasingl
10 Stocks With the Potential to Define the AI Age
Here are 10 companies that will dominate the AI age: 1. $Micron Technology(MU)$ While AI runs on GPUs, they are only as powerful as the memory that feeds them. Every new generation of AI models demands dramatically more memory, creating a supply crunch as demand far outpaces industry capacity. As AI accelerators become larger and more memory-intensive, $MU is emerging as one of the most important suppliers. Memory will determine who wins the AI race, and Micron is positioned at the center of that revolution. 2. $ASML Holding NV(ASML)$ $ ASML is revolutionizing semiconductor manufacturing by enabling TSMC to produce the world’s most advanced processors. Its machines use cutting-edge optics and physics to pri
From $SNDK to $AAOI: The Leadership Board of This Bull Market
The biggest winners are rarely hidden—they tend to lead for months before the broader market notices. Tracking market leaders, emerging challengers, and speculative breakouts can help investors stay aligned with the strongest themes and avoid chasing yesterday's winners. Focus on the leading stocks: Market Leaders $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $ARM Holdings(ARM)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ $Dell Technologies Inc.(DELL)$
From $SNDK to $AAOI: The Leadership Board of This Bull Market
If AI Needs Power, Solar May Be the Biggest Winner
Solar will power the future of AI. Elon said “solar electricity will become by far the biggest source of power for civilization". So, here's the breakdown of the solar sector: Solar Panels: $First Solar(FSLR)$ $JinkoSolar(JKS)$ $T1 ENERGY INC(TE)$ $Canadian Solar(CSIQ)$ Canadian Solar Plant Operators: $Clearway Energy Inc(CWEN)$ $Enlight Renewable Energy Ltd.(ENLT)$ $Spruce Power Holding Corporation(SPRU)$ Tracker Systems: $Nextpower(NXT)$
If AI Needs Power, Solar May Be the Biggest Winner
Even If $SPY Stalls, Breakout Setups Are Everywhere
Qullamaggie's high timeframe breakout setups are everywhere right now...they often have: - multi-month or multi-year bases - tight consolidations after a strong move - strong relative strength vs the market - powerful fundamental/theme tailwinds - expansion in volume as they approach highs - potential to enter a “price discovery” phase I don't care if $SPDR S&P 500 ETF Trust(SPY)$ drops a little because this is a theme picker's market. New themes are emerging weekly. The strongest themes are holding highs (neoclouds, info tech, memory, semis, etc). Undiscovered bottlenecks are forming. SO many insane setups out there right now...and many that I believe can/will outperform even if the overall market chops around this summer. Strong stocks get st
From $NVDA to $IREN: The Companies Building the AI Economy
For years, AI infrastructure has been the leading theme. And there is no reason to think that has changed. It has only accelerated. Chips: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $KLA-Tencor(KLAC)$ Foundry: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(M
From $NVDA to $IREN: The Companies Building the AI Economy
Could $IREN Become a $100 Stock?
$IREN Ltd(IREN)$ Development Pipeline: 1) Childress, Texas 750MW, with a total revenue potential of $6-7B. Over 2,600 construction workers are currently on-site. Commissioning is actively underway for the high-density Nvidia GB300 superclusters. First capacity is set to go to $Microsoft(MSFT)$ in Q3 2026. 2) Sweetwater, Texas 2GW, with a total revenue potential of $18-20B. The foundational 1.4 GW substation was successfully energized and connected to the Texas grid. Construction has commenced on the first 200 MW block of liquid-cooled data centers tailored for advanced architectures, including Nvidia Vera Rubin. The initial 300 MW capacity is scheduled to begin rolling online in 2027. (Hyperscaler contrac
Could $IREN Become a $100 Stock?
$MRDN Is Playing a Different Game: Emerging Markets
Emerging market stocks have not done well in the last 12 months due to Tariffs and the Iran War. However, that doesn't change the fact that in the long term, these economies offer a very attractive growth opportunity. One company positioned well is $Meridian Hldg(MRDN)$ Many emerging markets, such as Brazil, Mexico, and Africa, have recently simplified legal frameworks, making it easier for online casinos to operate. - Large young populations - Growing internet penetration - Growing mobile access - Sports obsessed - Lower competition At the same time, these are some of the fastest-growing economies in the world, with millions of people forecast to escape poverty and enter the lower and middle classes! As people’s income grows, they seek new en
$MRDN Is Playing a Different Game: Emerging Markets
Why $MRDN Could Be More Than Just an Online Casino Stock
Most online casinos rent their games, but $Meridian Hldg(MRDN)$ develops them in-house through Expanse Studios. - 77 Games - 6 New Games in Q1 2026 - 1,519 operators using the games - 15 Countries - 4 New Countries in Q1 2026 - 156% Growth in players - 345% Revenue Growth Now this division is actively expanding into New Jersey and Ontario. The strategy is quite simple, yet effective. Develop the best games for your own casinos, then offer the same games in regions where you don't operate. This is the same principle at play, as the Tech Platform Business for $SoFi Technologies Inc.(SOFI)$ The first priority of $SOFI The Tech Platform is that $SOFI has the best banking and fintech software. Then additional
Why $MRDN Could Be More Than Just an Online Casino Stock
$AVGO Is Powering the AI Boom Behind the Scenes 🚀
Forward Revenue Growth of Chip Stocks: $Micron Technology(MU)$ 199.8% $NVIDIA(NVDA)$ 81.4% $Astera Labs, Inc.(ALAB)$ $ALAB 81.3% $Broadcom(AVGO)$ 65.7% $Advanced Micro Devices(AMD)$ 42.7% $Marvell Technology(MRVL)$ 40.6% $Teradyne(TER)$ 40.3% $Intel(INTC)$ 11.1% $Broadcom(AVGO
$AVGO Is Powering the AI Boom Behind the Scenes 🚀
Nvidia’s Power Semiconductor Roadmap Is Hiding in Plain Sight ⚡
$NVIDIA(NVDA)$ is literally telling you what power semis to buy: 1. $Navitas Semiconductor Corp(NVTS)$ +208.40% 2. Mediatek +207.59% 3. $STMicroelectronics NV(STM)$ +172.97% 4. $Flex Ltd(FLEX)$ +136.30% 5. $Power Integrations(POWI)$ +125.94% 6.Delta Electronics +122.16% 7. $Alpha & Omega Semiconductor(AOSL)$ +117.70% 8. $ON Semiconductor(ON)$ +110.14% 9. $Infineon Technologies AG(IFNNY)$ +104.29% 10. $Vertiv Hold
Nvidia’s Power Semiconductor Roadmap Is Hiding in Plain Sight ⚡
$SPCX Is Now Bigger Than $AMZN
$SpaceX(SPCX)$ soars to a market cap of $2.8 Trillion, making it worth more than $Amazon.com(AMZN)$ , which has been a publicly traded company for almost 30 years 📈📈📈 Think of $GraniteShares 2x Long SpaceX Daily ETF(SPAL)$ as a volume knob on SpaceX's $SpaceX(SPCX)$ daily move, turned up to 2x. $GraniteShares 2x Short SpaceX Daily ETF(SNK)$ is the same knob for the downside. Both are reset daily, and cut both ways. Both are high risk (including total loss). A $10,000 investment in SPCX today could eventually be worth $110,000, according to Billionaire Investor Ron Baron, who beli
$SPCX Is Now Bigger Than $AMZN
Why Could $NBIS Win on Infrastructure Efficiency？
A core differentiator is that instead of buying standard servers, $NEBIUS(NBIS)$ designs its own servers. An AI server is basically a Lego. It contains GPUs, CPUs, memory, networking equipment, cooling systems, and more. Nebius engineers decide how many $NVIDIA(NVDA)$ GPUs, $Advanced Micro Devices(AMD)$ CPUs, $Micron Technology(MU)$ memory chips, and $Broadcom(AVGO)$ networking chips each server needs, where they will be positioned, and how the liquid cooling system will reduce temperature. The actual equipment assembly is done by outsourced electronics contractors such as Foxconn,
Why Could $NBIS Win on Infrastructure Efficiency？
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