Michael | Hypermarkets (@itsmichaelluu) on Surfaced

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Michael | Hypermarkets

@itsmichaelluuLong Research74.3k followers

Michael | Hypermarkets

@itsmichaelluuLong Research74.3k followers

Past 12mo:2.0kmentions298tickers314posts

$ARM· Arm Holdings

15 mentions since May 2026calls only

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About this voice

@itsmichaelluu has posted 314 times over the past 12 months, generating 2,047 cashtag mentions across 298 distinct tickers. The voice's most-discussed holdings are $MU with 125 mentions, $NVDA with 103 mentions, $SNDK with 53 mentions, $SPY with 51 mentions, and $MSFT with 48 mentions. Recent activity shows focus on semiconductor and memory-related equities, with the most recent cashtag mention posted on July 17, 2026.

AI-generated from tracked posts · updated Jul 19, 2026

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15 posts

@itsmichaelluuJul 16, 2026 · 9:11 PM

The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% 🔴 Intuitive Machines $LUNR -62% 🔴 AST SpaceMobile $ASTS -58% 🔴 IonQ $IONQ -57% 🔴 Planet Labs $PL -57% 🔴 Super Micro $SMCI -56% 🔴 Applied Opto $AAOI -56% 🔴 Rocket Lab $RKLB -55% 🔴 IREN $IREN -54% 🔴 Ondas $ONDS -53% 🔴 Tempus $TE -51% 🔴 ServiceNow $NOW -50% 🔴 CoreWeave $CRWV -50% 🔴 Applied Digital $APLD -43% 🔴 Ouster $OUST -42% 🔴 Arm $ARM -42% 🔴 Bloom Energy $BE -39% 🔴 Nebius $NBIS -38% 🔴 Palantir $PLTR -38% 🔴 Marvell $MRVL -37% 🔴 AeroVironment $AVAV -34% 🔴 Cameco $CCJ -33% 🔴 Coherent $COHR -32% 🔴 Western Digital $WDC -31% 🔴 Vistra $VST -30% 🔴 Constellation $CEG -30% 🔴 Microsoft $MSFT -28% 🔴 Intel $INTC -28% 🔴 SanDisk $SNDK -27% 🔴 Lumentum $LITE -26% 🔴 Micron $MU -24% 🔴 Kratos $KTOS -22% 🔴 Broadcom $AVGO -21% 🔴 Vertiv $VRT -19% 🔴 Dell $DELL -17% 🔴 Meta $META -17% 🔴 Red Cat $RCAT -15% 🔴 Alphabet $GOOGL -10% 🔴 Nvidia $NVDA -10% 🔴 AMD $AMD -9% 🔴 TeraWulf $WULF -8% 🔴 Amazon $AMZN -8% 🔴 GE Vernova $GEV -7% 🔴 Taiwan Semi $TSM -6% 🔴 ASML $ASML -5% 🔴 Arista $ANET -5% UPDATED cheatsheet for you to save:

@itsmichaelluuJul 13, 2026 · 9:27 PM

The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 Oracle $ORCL –59.3% 🔴 IonQ $IONQ –49.4% 🔴 ServiceNow $NOW –49.2% 🔴 Applied Optoelectronics $AAOI –48.6% 🔴 IREN $IREN –46.5% 🔴 Rocket Lab $RKLB –46.3% 🔴 AST SpaceMobile $ASTS –45.2% 🔴 Applied Digital $APLD –38.6% 🔴 Palantir $PLTR –37.8% 🔴 Arm Holdings $ARM –33.9% 🔴 Marvell $MRVL –33.6% 🔴 Microsoft $MSFT –30.5% 🔴 Nebius $NBIS –29.0% 🔴 Western Digital $WDC –27.7% 🔴 Intel $INTC –27.5% 🔴 Micron $MU –26.1% 🔴 Lumentum $LITE –26.1% 🔴 SanDisk $SNDK –25.5% 🔴 Ouster $OUST –25.0% 🔴 Bloom Energy $BE –23.3% 🔴 Broadcom $AVGO –22.3% 🔴 Meta $META –16.1% 🔴 Nvidia $NVDA –13.2% 🔴 AMD $AMD –7.9% UPDATED cheatsheet for you to save

@itsmichaelluuJul 7, 2026 · 4:31 PM

200%-500% news triggers: $MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026 $SNDK — Enterprise SSD demand and NAND price recovery drive first earnings beats post-Western Digital spinoff → ~early Aug 2026 (Q2 earnings) $WDC — Nearline HDD demand surges as AI datacenters need massive storage capacity for training data → ~late July/early Aug 2026 (FQ4 earnings) $ARM — Armv9 royalty mix expansion and datacenter CPU share gains accelerate as hyperscalers build custom silicon → ~early Aug 2026 (FQ1 earnings) $INTC — First external 18A foundry customer volume commitments and yield milestones validate manufacturing turnaround thesis → ~late July 2026 (Q2 earnings) $AVGO — New hyperscaler custom AI accelerator design wins expand XPU pipeline beyond existing anchor customers → ~early Sept 2026 (FQ3 earnings) $META — AI ad-targeting gains and Reels monetization lift revenue growth despite heavy AI infrastructure spending → ~late July 2026 (Q2 earnings) $MSFT — Azure growth reacceleration and Copilot enterprise adoption prove AI monetization thesis at next earnings → ~late July 2026 (FQ4 earnings) $IONQ — New quantum milestone or major government contract validates roadmap toward fault-tolerant commercial systems → ~early Aug 2026 (Q2 earnings); contracts event-driven $ASTS — BlueBird satellite launches enable commercial direct-to-cell service activation with AT&T and Verizon partnerships → launch cadence through H2 2026; Q2 earnings ~mid Aug 2026 $BE — New datacenter fuel-cell power deals scale as AI energy demand outpaces grid capacity → ~early Aug 2026 (Q2 earnings); deals event-driven $NBIS — Accelerating GPU capacity buildout and new large customer contracts drive ARR guidance raise higher → ~mid Aug 2026 (Q2 earnings); Rubin deployment H2 2026 $IREN — AI cloud contract signings and GPU datacenter conversion accelerate revenue diversification away from bitcoin mining → ~late Aug 2026 (FQ4 earnings); contracts event-driven $NVDA — Rubin platform volume ramp in H2 drives datacenter revenue beats reaffirming AI compute demand → ~late Aug 2026 (FQ2 earnings); Rubin ships H2 2026 $AMD — MI400 series accelerator ramp and new hyperscaler commitments prove AMD's AI GPU share gains → ~early Aug 2026 (Q2 earnings); Helios/MI400 ramp Q3–H2 2026 $NOW — Now Assist AI agent adoption and subscription upsell accelerate as enterprises deploy agentic workflows → ~late July 2026 (Q2 earnings) $PLTR — New defense contracts and AIP commercial expansion accelerate US revenue growth beyond elevated trajectory → ~early Aug 2026 (Q2 earnings); contracts event-driven $ORCL — Massive OCI backlog conversion and new AI datacenter deals reaccelerate cloud revenue recognition sharply → ~mid Sept 2026 (FQ1 earnings) $AAOI — 800G datacenter transceiver ramp and new hyperscaler qualification wins drive revenue inflection higher → ~early Aug 2026 (Q2 earnings) $LITE — Datacenter optical transceiver demand and EML laser capacity expansion accelerate cloud revenue growth substantially → ~mid Aug 2026 (FQ4 earnings) $MRVL — Custom AI silicon ramp and new hyperscaler XPU design wins accelerate datacenter revenue growth → ~late Aug/early Sept 2026 (FQ2 earnings) $RKLB — Neutron's first launch unlocks the medium-lift market and validates reusable vehicle economics for growth → Neutron debut targeted Q4 2026; Q2 earnings ~early Aug 2026 $APLD — New hyperscaler lease agreements and Ellendale campus buildout unlock recurring high-margin AI hosting revenue → lease news event-driven; FQ1 earnings ~Oct 2026 $OUST — New automotive and robotics lidar design wins accelerate revenue growth toward sustained profitability inflection → ~early Aug 2026 (Q2 earnings); design wins event-driven

@itsmichaelluuJul 5, 2026 · 12:57 PM

24 stocks ON SALE right now and will break all time highs by Jan 1. 🔴 Micron $MU -22.3% 🔴 SanDisk $SNDK -25.9% 🔴 Western Digital $WDC -32.6% 🔴 Arm Holdings $ARM -30.4% 🔴 Intel $INTC -15.5% 🔴 Broadcom $AVGO -27.2% 🔴 Meta $META -26.8% 🔴 Microsoft $MSFT -29.7% 🔴 IonQ $IONQ -42.0% 🔴 AST SpaceMobile $ASTS -35.7% 🔴 Bloom Energy $BE -17.6% 🔴 Nebius $NBIS -28.1% 🔴 IREN $IREN -49.5% 🔴 Nvidia $NVDA -17.6% 🔴 AMD $AMD -11.4% 🔴 ServiceNow $NOW -49.7% 🔴 Palantir $PLTR -37.7% 🔴 Oracle $ORCL -59.4% 🔴 Applied Optoelectronics $AAOI -48.2% 🔴 Lumentum $LITE -32.9% 🔴 Marvell $MRVL -25.6% 🔴 Rocket Lab $RKLB -34.6% 🔴 Applied Digital $APLD -34.8% 🔴 Ouster $OUST -20.5% Here's the CHEATSHEET for you to save:

@itsmichaelluuJun 21, 2026 · 8:28 PM

Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing... Here's 6 steps to follow: 1. Open a tax-free investing account like a Roth IRA. 2. Put in $5,000 and buy one (or all) of these ETFs. 3. Contribute $500–$2,500 every month into them, no matter what. 4. Say no to going out, no to impulse spending, let it compound instead. 5. Don't touch it. Don't panic sell. Let 2026-you trust 2040-you. 6. Check back in 14 years. You're a millionaire. 6 GOLDEN ETF's to buy: 1. $DRAM — Memory chips power every AI server; this cycle is structurally undersupplied. $MU $WDC $STX 2. $GRID — Electricity grid buildout is the bottleneck behind every AI infrastructure dollar spent. $NEE $DUK $SO $AEP $XEL 3. $AIPO — Exposure to AI IPOs captures the next decade's biggest public market wealth creation. $AMT $VRT $SBAC $DLR 4. $SOXX — Semiconductors are the foundation layer; nothing in tech ships without chips. $NVDA $AVGO $TSM $QCOM $AMD $INTC 5. $QQQM — Cheap, broad exposure to the innovation economy's biggest compounding winners long-term. $AAPL $MSFT $AMZN $GOOG $META $TSLA 6. $VOO — The $SPY is the simplest proven path to long-term, market-matching wealth. $JPM $UNH $BE $NBIS $ARM $IBM ♻️ RESHARE this post and write 1 comment, I'll share 3 stocks to buy and hold until 2040 I like most.

@itsmichaelluuJun 17, 2026 · 12:37 PM

No one thinks $SPY can crash 5%-10% from here. But, it will if Kevin Warsh is HAWKISH at FOMC. These 16 stocks will be on sale ONE LAST TIME: $DRAM — Buy Zone: $40-$45 Memory bottleneck powering every AI training cluster. Potential 10x. $MU — Buy Zone: $700-$800 HBM memory leader. AI compute cannot scale without it. $NVDA — Buy Zone: $165-$175 AI infrastructure king. Owns the GPU layer. Potential 10x. $SPCX — Buy Zone: $135-$145 Pure-play SpaceX exposure. Benefits from entire space economy. $SNOW — Buy Zone: $160-$170 Enterprise AI runs on organized, accessible data. $QCOM — Buy Zone: $150-$160 Edge AI adoption across billions of devices. $ORCL — Buy Zone: $130-$140 Cloud infrastructure and AI data center expansion. $NBIS — Buy Zone: $190-$200 AI cloud capacity shortage drives explosive demand. $TE — Buy Zone: $6-$6.50 Critical connectors inside every AI data center. $IONQ — Buy Zone: $35-$40 Quantum computing could become next AI acceleration layer. $ASTS — Buy Zone: $60-$70 Space-based connectivity powered by AI and satellites. $META — Buy Zone: $480-$520 Massive AI capex and billions of users. $MSFT — Buy Zone: $350-$370 AI software, cloud, enterprise dominance combined. $LITE — Buy Zone: $600-$650 Optics move AI data between GPUs. Essential. $BE — Buy Zone: $220-$230 Reliable power infrastructure for AI expansion. $ARM — Buy Zone: $220-$240 CPU architecture behind future AI devices. $AMD — Buy Zone: $400-$420 Second AI compute platform gaining market share. $VRT — Buy Zone: $220-$240 Cooling and power backbone of AI infrastructure. If Kevin Warsh sparks a hawkish selloff, I'm buying memory, power, cooling, optics, compute, and space. 🚀RESHARE post and reply 1 comment, I'll DM you my $SPY levels so we know exactly where to buy:

@itsmichaelluuJun 10, 2026 · 5:28 AM

$SPY 2026 year-end targets by banks: $NVDA — $300 | Baird | May 21, 2026 $TSLA — $500 | Wedbush (Dan Ives) | Apr 23, 2026 $AMD — $665 | Barclays | Jun 1, 2026 $MU — $1,500 | Cantor | Jun 8, 2026 $ARM — $500 | Mizuho | Jun 4, 2026 $DELL — $400 | Mizuho | May 2026 $AVGO — $515 | Deutsche Bank | recent $HPE — $80 | BofA | Jun 2, 2026 $ORCL — $400 | Guggenheim | Mar 13, 2026 $QCOM — $280 | Tigress Financial | May 8, 2026 $GOOG — $460 | JP Morgan | Apr 30, 2026 $AMZN — $370 | Benchmark | Apr 30, 2026 $AAPL — $400 | Wedbush | Jun 5, 2026 $MSFT — $600 | Tigress Financial | May 6, 2026 $META — $1,015 | Rosenblatt | May 28, 2026 $AAOI — $220 | Rosenblatt | May 8, 2026 $APLD — $90 | Lake Street | Jun 9, 2026 $SNDK — $2,900 | Cantor | Jun 10, 2026 $PLTR — $230 | Wedbush | Jun 5, 2026 $NOW — $236 | Bernstein | May 6, 2026 ♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY target for year end and $MU.

@itsmichaelluuJun 9, 2026 · 10:33 AM

HYPERMARKET WATCHLIST FOR JUNE 9, 2026 1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY] 2. $MRVL — Custom AI silicon demand accelerating; photonics and data center interconnect exposure; Jensen pump [BUY] 3. $QCOM — AI chip race heating up; data center upside isn't. Jensen pump [BUY] 4. $INHD — Small-cap speculative play; pump and dump [SELL] 5. $DRAM — Memory ETF sold off hard last week alongside the broader chip sector; reversal setup forming. [BUY] 6. $ORCL — AI cloud infrastructure buildout beneficiary; steady compounder with database moat intact. [HOLD] 7. $AAOI — Optical interconnect play; AI data center bandwidth demand structurally benefits this name. [BUY] 8. $NVDA — Held support during the Broadcom-triggered selloff; AI accelerator demand remains structural. [HOLD] 9. $ARM — Licensing revenue scales with every AI chip designed on its architecture; dip is a gift. [BUY] 10. $AVGO — Q3 AI forecast missed estimates triggering the 12% drop; but $100B+ full-year AI guidance still intact classic sell-the-news overreaction. [BUY] 11. $IONQ — Trading well off its 52-week high of $84; quantum sentiment shaky but long-term thesis unchanged. [HOLD] 12. $ASTS — Low-earth orbit connectivity thesis intact; high beta name, wait for clean entry on strength. [BUY] 13. $RKLB — Space infrastructure play gaining contract momentum; pullback from highs offers better entry. [BUY] 14. $NBIS — BofA raised target to $280 today; $1.7B UK expansion announced and 684% revenue growth YoY. [BUY] 15. $META — Sold off ~4% recently on $80B AI capital raise news; long-term AI infrastructure commitment is actually bullish. [BUY] 16. $MSFT — AI Copilot monetization ramping; hyperscaler capex commitment supports multi-year earnings growth. [BUY] 17. $AAPL — Lagging the AI cycle narrative; holding support but no near-term catalyst, patience required. [HOLD] 18. $INTC — Down significantly in the recent selloff; turnaround story is long and painful, wait for real catalyst. [BUY] ♻️ RESHARE this post and write 1 comment, I'll DM what $SPY contract to swing for CPI tomorrow.

@itsmichaelluuJun 6, 2026 · 12:40 PM

$SPY crashed 3% in 1 day and everyone panicked. It's going to crash at least 10% soon. I'm adding these gems for 10x swing play: (stocks returns yesterday vs past year) 1. $AMD: -2.5% | +315% AI data center revenue +57% YoY. MI450 ramp begins. 2. $INTC: -3.9% | +466% Turnaround trade. AI server CPUs finally printing real numbers. 3. $SNDK: -1.4% | +4,490% NAND supply squeeze. No one saw this coming. Everyone missed it. 4. $ARM: -4.5% | +293% Every AI chip runs on ARM. Royalty flywheel just getting started. 5. $TSLA: -7.7% | +43% Robotaxi, humanoid, energy. Next decade belongs to full autonomy. 6. $BE: -9.5% | +1,273% Fuel cells power AI data centers. Oracle deal changes the growth curve. 7. $NOW: -5.0% | -39% AI workflow automation sleeper. Dip is the setup before the re-rate. 8. $ORCL: -6.4% | +64% Cloud AI contracts printing. $345 high shows the ceiling hasn't been found. 9. $NVDA: -4.1% | +49% Hyperscalers have no alternative. Jensen's decade is just beginning. 10. $AAOI: -12.5% | +1,093% 800G transceivers. AI optical backbone play hiding in plain sight. 11. $MRVL: -7.5% | +377% Jensen said it. Next trillion-dollar company. Custom ASICs win the race. 12. $HPE: -6.8% | +96% AI server demand exploding. Q2 blowout. Old tech, new AI hardware story. 13. $DELL: -3.0% | +329% AI PC + server supercycle. Jim Cramer says it's Dell's decade. Hard to argue. 14. $QCOM: -3.0% | +96% ByteDance AI customer. On-device AI just unlocked a new TAM. 15. $ASTS: -6.6% | +295% Satellite-to-smartphone broadband. 3 billion potential subscribers. 16. $IONQ: -1.7% | +146% Trapped-ion quantum. Defense contracts validating the commercial roadmap. 17. $RKLB: -4.0% | +355% SpaceX IPO lifts all space boats. Neutron rocket = the next growth engine. 18. $NBIS: -8.4% | +459% Jensen Huang's neocloud pick. Leopold Aschenbrenner's top holding. AI infra pure play. 19. $IREN: -5.5% | +598% $3.65B GPU financing. Microsoft deal. AI cloud pivot fully underway. 20. $LITE: -8.6% | +975% $NVDA invested $6.5B in photonics. LITE is the picks-and-shovels winner. DO NOT MISS this dip opportunity, you don't have to be a genius to be a millionaire by 2030. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 5 stocks to buy to 10x my portfolio.

@itsmichaelluuJun 5, 2026 · 4:50 AM

When $SPY crashes 10%-20% this summer, everything will be on sale. Add these 16 stocks for the reversal of a lifetime: 1. $NOW — AI automates every enterprise workflow at scale Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating 2. $BE — Fuel cells powering AI data centers off the grid Buy zone: $200–$220 | $ORCL deal de-risks demand story 3. $ASTS — Satellite broadband direct to your phone, globally Buy zone: $65–$70 | Post-earnings flush, thesis intact 4. $GOOG — Gemini + TPUs + Search = AI moat unmatched Buy zone: $300–$320 | Key support, 52-week low area 5. $LITE — Optical switches are the nervous system of AI Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY 6. $MU — HBM memory is the oxygen inside every AI server Buy zone: $700–$750 | Key support after Broadcom-induced selloff 7. $SNDK — NAND flash storage exploding on AI inference demand Buy zone: $1,100–$1,200 | Bull flag on the weekly chart 8. $TE — Data center power infrastructure, critical AI backbone Buy zone: $6–$7 | Oversold, government energy tailwinds building 9. $RKLB — Launch provider + space systems for AI-connected satellites Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact 10. $AAOI — 800G transceivers shipping to hyperscalers at scale Buy zone: $120–$130 | Volatile beta, best entry on deep dips 11. $NVDA — Designs the GPUs that run every AI model on earth Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact 12. $ONDS — Drones + autonomous rail powering AI-enabled defense Buy zone: $7–$8 | Near prior base breakout level 13. $IONQ — Trapped-ion quantum computers for post-classical AI computing Buy zone: $27–$40 | 52-week range low, government funding tailwind 14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share Buy zone: $350–$360 | Key technical support from prior consolidation 15. $ARM — Architecture inside every AI chip ever designed Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever 16. $ORCL — Cloud infra + AI database layer for the enterprise Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end. ♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

@itsmichaelluuJun 1, 2026 · 11:40 AM

JENSEN HUANG DOING IT AGAIN IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE: $NOW — AI agents run inside ServiceNow's enterprise software stack $CRWD — Security layer every AI factory must have running $PLTR — Turns AI agent outputs into real government/enterprise decisions $MSFT — Co-built the entire agentic PC platform with Jensen $TSM — Only company on earth that can build these chips AND HE HAS A DEAL WITH THESE ONES: $HPE — Builds and ships the physical AI factory server infrastructure $IREN — Owns the cheap power AI factories are desperately hungry for $CRWV — The cloud Jensen personally called out by dollar valuation $ARM — Every AI chip on the planet runs on ARM architecture $DELL — First to rack and deploy Vera Rubin in production $NVDA STILL SUPER EARLY SO DON'T MISS IT! ♻️ RESHARE this post and write 1 comment, I'll share my $HPE earnings play with you. It's tonight.

@itsmichaelluuMay 30, 2026 · 11:53 AM

$NOW can easily triple from $125 by Jan 2027. Remember, token use is expected to 2800% in 5 years says $GS. So these 24 stocks can still 10x-20x: (COMPUTE / GPU) 1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop. 2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers. 3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise. (NETWORKING) 4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed. 5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher. 6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure. 7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens. (MEMORY / STORAGE) 8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion. 9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally. 10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model. (POWER / COOLING) 11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density. 12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck. 13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy. 14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term. (CLOUD PLATFORM) 15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin. 16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue. 17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin. (ENTERPRISE AGENT LAYER) 18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily. 19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales. 20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver. (AI INFRASTRUCTURE) 21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem. 22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run. 23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster. 24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation. $NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it. ♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

@itsmichaelluuMay 24, 2026 · 12:42 PM

Top 12 winners for 2026 with catalyst 1. $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 $100M+ backlog. 2.$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. $AAOI +421% Catalyst: Hyperscaler demand surge for fiber-optic transceivers driving AI data center buildouts. Applied Optoelectronics became the top-performing large-cap stock as the optical networking supercycle took hold. 4. $AEHR +371% Catalyst: New silicon photonics customer win (March 31) ordering multiple FOX-XP burn-in systems for high-volume production. Record $50.9M backlog. Direct beneficiary of the optical transceiver boom. 5. $NVTS +310% Catalyst: GaN/SiC power platform showcase for AI data centers at PCIM 2026. Revenue inflection as design-wins with hyperscalers and Nvidia Blackwell rack systems begin to ramp. Q1 beat on revenue + EPS. 6. $BE +248% Catalyst: $2.6B partnership with European AI infrastructure company (May 2026). AI data center power demand making Bloom Energy's fuel cells a critical off-grid energy solution for hyperscalers. 7. $DOCN +229% Catalyst: AI-driven cloud demand surge among SMB and startup developers. DigitalOcean's simplified GPU cloud offering became the go-to for AI builders who can't navigate hyperscaler complexity. Strong revenue reacceleration. 8. $INTC +225% Catalyst: CEO Lip-Bu Tan's foundry turnaround 18A node in HVM, Xeon 6 selected for Nvidia DGX Rubin systems, Apple + Terafab foundry deals. 6th consecutive earnings beat. Stock hit 26-year all-time high. 9. $WDC +181% Catalyst: Post-$SNDK spin-off refocus on enterprise HDD/flash. AI data center storage demand driving record HDD shipments. Rode the same memory supercycle as $SNDK rising NAND prices lifted all boats. 10. $ARM +180% Catalyst: AI chip designers shifting to ARM architecture for power efficiency. Royalty revenue acceleration as Arm-based AI accelerators and server chips proliferate. Near-total dominance of mobile + growing data center share. 11. $VIAV +178% Catalyst: Network test and optical component demand surging alongside AI data center fiber buildouts. Viavi's network visibility tools became essential as hyperscalers upgraded to 800G+ optical interconnects. 12. $MU +163% Catalyst: HBM (High Bandwidth Memory) for Nvidia GPUs Micron became the critical memory supplier for AI training chips. Analyst note: "HBM can be priced ridiculously high." Memory supercycle with AI-driven pricing power. 13. $LITE +157% Catalyst: Optical transceiver demand for 800G/1.6T AI data center interconnects. Lumentum is the key bottleneck supplier for coherent optics hyperscalers have no alternative. Highest quant rating among top performers (4.99/5). 14. $NBIS +157% Catalyst: Q1 2026 revenue of $399M up 684% YoY. Raised 2026 guidance to 4GW+ contracted power. Nebius is Europe's leading AI cloud infrastructure play, backed by Nvidia and benefiting from US-centric hyperscaler capacity constraints. 15. $OSS +148% Catalyst: Q1 2026 revenue +55% YoY with record 51.6% gross margin. One Stop Systems provides rugged AI compute for defense and edge AI defense contract wins accelerating. Lake Street, Roth Capital, and Alliance all raised targets to $18. Every winner on this list is an AI infrastructure play. ♻️ RESHARE this post and make 1 comment for my list of stocks under $20. There's only 5 left for 1000% winners.

@itsmichaelluuMay 14, 2026 · 12:54 PM

The IPO for $CBRS (Cerebras) should open after 10:00am EST for trading and buying. My price target end of day is $220+ and 1 year from now $300+ Here's everyhing you need to know about $CBRS IPO: $CBRS just priced its IPO at $185/share. This is above the already raised $150–$160 range. That tells you demand was insane. The book was reportedly oversubscribed 20x+ and institutions were forced to show their real bids. This wasn’t retail hype chasing momentum. Big money wanted exposure badly. Here’s why this matters: • Cerebras is positioning itself as a real challenger in AI compute infrastructure. • $AMZN already confirmed it plans to use Cerebras chips alongside existing AI training processors. • OpenAI reportedly ran its first model on Cerebras hardware earlier this year. • OpenAI also holds warrants tied to Cerebras milestones and valuation targets. Think about what that means. The biggest AI companies in the world are actively testing alternatives to the current AI hardware stack. Everyone is fighting for a piece now. The craziest part? SoftBank and $ARM reportedly approached Cerebras about an acquisition before the IPO even happened. When companies are trying to buy you before you even go public, that usually means one thing: The AI infrastructure war is accelerating much faster than most people realize.

@itsmichaelluuMay 8, 2026 · 4:42 PM

The AI supercycle is no longer about $NVDA AI is no longer ONLY GPU driven. As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software autonomously…the CPU ratio is shifting massively. That changes EVERYTHING for AI infrastructure. The bottleneck is no longer just compute. Now it’s: • CPUs → $AMD $INTC $ARM • GPUs → $NVDA $AMD • Memory → $MU $SKHYNIX • Networking → $ANET $AVGO $MRVL • Cooling → $VRT • Power generation → $CEG $VST • Electrical infrastructure → $ETN • Fiber optics / photonics → $COHR $LITE $AAOI • AI factories / data centers → $IREN $CRWV $AMZN $MSFT The real opportunity is the ENTIRE AI infrastructure stack. This is why trillions of dollars will flow into AI over the next decade. We are only year 3 of a 15-year AI supercycle.