To The Moon

The top 3 performers from my trades were: 🥇‌ ‌‌$AST SpaceMobile, Inc.(ASTS)$  ‌70% 🥈‌‌‌$Vuzix(VUZI)$  ‌ ‌‌64.3% 🥉‌‌‌$Himax(HIMX)$  ‌ ‌57% Every trade idea is posted in my community first and shared on X afterward. I don't delete posts. I don't hide losing trades. I don't rewrite history. While some people quietly remove bad calls when a stock falls, every recommendation I've made remains public for everyone to verify. As May closes, I'm becoming even more bullish on June. Q2 earnings season is approaching. AI infrastructure spending remains strong. Memory, optical networking, semiconductor equipment, and data center-related names continue to show l

We're almost there, don't rush.🚀 ‌$POET Technologies Inc(POET)$  ‌

Investor: “Can I sell my ‌$Silver Verde May Mining Co., Inc.(SIVE)$  ‌ now?” Me: “When did you buy?” Investor: “After your May 13 plan.” He disappeared for weeks due to personal circumstances. Came back today. Checked the position. It's up over 100%. His next message: “My money has doubled. What's the next opportunity?” The market writes better stories than fiction.

For years, investors believed AI was a GPU story. Barclays believes the next chapter may be about CPUs. The firm recently raised its estimate for the server CPU market to nearly $200 billion by 2030, driven by the rapid adoption of Agentic AI. This is not a small revision. It suggests that one of the most overlooked segments of AI infrastructure could become one of the largest opportunities in the semiconductor industry. Why Agentic AI Changes Everything‌ Traditional AI workloads focused on training and inference. Agentic AI introduces something different. AI agents must plan tasks, manage memory, interact with external tools, coordinate workflows, and make multi-step decisions. Those functions rely heavily on CPUs. GPUs may perform the calculations, but CPUs increasingly serve as the orch

‌$Credo Technology Group Holding Ltd(CRDO)$  ‌has officially achieved our target, generating gains of over 30%. I don't need to sell dreams or make wild promises. Many investors who followed my research have shared their portfolios and progress with me. I respect their privacy, so I won't post those results unless they explicitly request it. My goal has always been simple: Find great companies early. Manage risk. Let the results speak for themselves.

Everyone is looking at $Oklo Inc.(OKLO)$  ‌ Everyone knows‌$NuScale Power(SMR)$  ‌. I'm watching‌$Terrestrial Energy(IMSR)$  ‌. Why? ✅ Uses conventional LEU fuel ✅ Targets both power and industrial heat ✅ AI, hydrogen, and manufacturing tailwinds ✅ Still underfollowed by most investors My biggest winners usually weren't the most popular stocks. They were the ones solving the biggest bottlenecks. ‌$Terrestrial Energy(IMSR)$  ‌is one of them. Often in X：@thequeennnz

‌I'm more interested in the companies getting paid regardless of who wins. The AI boom isn't a one-company story. It's an entire ecosystem. ‌$Broadcom(AVGO)$  ‌ ‌$Marvell Technology(MRVL)$  ‌ ‌$Micron Technology(MU)$  ‌ ‌$Taiwan Semiconductor Manufacturing(TSM)$  ‌ ‌$Advanced Micro Devices(AMD)$  ‌ Follow the money. Often in X:@thequeennnz

I'm paying attention to what goes inside the servers. MLCCs are becoming one of the most important bottlenecks in AI infrastructure. Key facts: • AI server MLCC demand growing 80%+ CAGR • High-end MLCC lead times now exceed 20 weeks • Book-to-bill ratios remain above 1 • Demand is accelerating from AI servers, autos, and humanoid robots The market is focused on AI chips. The next opportunity may be deeper in the supply chain. Stocks I'm watching: ‌$Micron Technology(MU)$  ‌ ‌$Broadcom(AVGO)$  ‌ ‌$Marvell Technology(MRVL)$  ‌ ‌$Taiwan Semiconductor Manufacturing(TSM)$  ‌ ‌

They're emerging from technologies that can transform communication, security, AI, data, and sustainability. ‌$AST SpaceMobile, Inc.(ASTS)$  ‌ ‌$Ondas Holdings Inc.(ONDS)$  ‌ ‌$Zeta Global Holdings Corp.(ZETA)$  ‌ ‌$NEBIUS(NBIS)$  ‌ ‌$Aduro Clean Technologies (Uplisting)(ADUR)$  ‌ Five companies. Five massive disruptions. One future.  X：@thequeennnz

Ironically, this doesn't just hurt Blue Origin—it impacts the entire space sector. Investors are now reassessing timelines, execution risk, and capital requirements across space companies. One rocket explodes, and suddenly everyone remembers: space is hard. Often in X：@thequeennnz ‌$Space Exploration Technologies Corp(SPCX)$  ‌‌$Rocket Lab USA, Inc.(RKLB)$  ‌‌$AST SpaceMobile, Inc.(ASTS)$  ‌