@OBPinvestments $amzn
These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $ONDS - Ondas Holdings
8. $OSS - One Stop Systems
9. $PENG - Penguin Solutions
10. $SOFI - SoFi Technologies
NFA. DYOR.
Day trading is a job. Option selling is a business.
Day trading:
- You stop working, you stop getting paid
- Requires hours of screen time every day
- One bad trade can wipe a week of gains
- You're competing against algorithms and institutions
- Income resets to zero every morning
Option selling:
- Collect premium whether you're at your desk or not
- Theta works for you 24/7
- Defined risk on every position
- You choose your entry price and get paid to wait
- Income compounds as your account grows
Day traders try to predict where a stock goes next.
Option sellers get paid for agreeing to buy stocks they already want to own like $NVDA, $AMZN and $TESLA, at prices they already like.
One requires you to be right about direction and timing. The other requires patience.
I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKLB $HOOD $MP
➡️ Sell 30 DTE cash-secured puts at 0.20 delta on stocks I'd want to own at the strike
➡️ Close every sold option at 50% profit
➡️ Buy LEAPs only when IV is low, price is at support, and conviction is high
➡️ Sell covered calls when shares I own are sideways or overbought
➡️ DCA into the base portfolio every month regardless of price
How I decide which strategy to use:
High IV + income goal = sell CSPs
Low IV + high conviction = buy LEAPs
Own shares + sideways market = sell covered calls
9. $AMZN - Amazon
One of the largest robotics deployers on the planet. Hundreds of thousands of robots already working across fulfillment centers. AWS revenue hit $37.6B in Q1, up 28% and accelerating. Custom chip business running at $20B+ annual revenue with $225B in Trainium commitments. Amazon doesn't just use robots. It builds them, trains them on its own AI infrastructure, and deploys them at a scale nobody else can match.
10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI
7. Networking - $ANET
8. Substrates - $AXTI
9. Data Centers - $IREN
10. Hyperscalers - $AMZN
Power, compute, networking, cooling, and photonics all play a critical role in the AI buildout.
I believe these 10 stocks would be great investments to hold over the next 5 years:
1. $AMZN - Amazon
Q1 revenue $181.5B, up 17%. AWS hit $37.6B in revenue, growing 28% and accelerating to its fastest pace in 15 quarters. The custom chip business is now running at $20B+ in annual revenue with $225B in Trainium commitments already locked in. Trainium 3 is shipping. Trainium 4 is 18 months out and already reserved. AWS alone is bigger than most companies on the S&P 500.
$META is undervalued at $610
$AMZN is undervalued at $273
$SOFI is undervalued at $16
$ZETA is undervalued at $17
Do you agree? https://t.co/drg3FTNy3U
2. Bull Put Spread on $AMZN
$AMZN at $270.88. Claude pulled both legs for a defined-risk setup:
Sell $245 put (delta -0.15, IV 32.1%)
Buy $235 put (delta -0.09, IV 34.4%)
June 18 expiration (42 DTE)
Net credit: ~$0.94 ($94 per spread)
Max loss: $906 per spread
Breakeven: $244.06 (9.9% below current price)
Annualized return on capital at risk: ~90%
$906 at risk instead of $24,500 for a naked CSP at the same strike.
9. $AMZN - Amazon (Cloud Infrastructure)
The story most people are missing is the custom chip business. Trainium and Graviton just crossed a $20B annual run rate growing at triple digits. Trainium3 delivers 4.4x the performance of its predecessor and is nearly fully subscribed. AWS grew 28% in Q1 with over $225B in revenue commitments. Jassy says the chip business alone could be worth $50B. This isn't just a cloud company anymore.
@TSinvests $AMZN is my favorite
The surest way to become a millionaire is by owning quality businesses that have a strong moat
Here are 10 stocks I'd be comfortable holding for the next decade:
1. $AMZN - Amazon
The story most people are missing is the custom chip business. Trainium and Graviton just crossed a $20B annual run rate growing at triple digits. Trainium3 delivers 4.4x the performance of its predecessor and is nearly fully subscribed. AWS grew 28% in Q1 with over $225B in revenue commitments. Jassy says the chip business alone could be worth $50B. This isn't just a cloud company anymore.
@WealthCoachMak Selling puts on $AMZN feels like a no brainer.
If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB
6. Amazon - $AMZN
7. Ondas - $ONDS
8. NuScale Power - $SMR
9. Bloom Energy - $BE
10. AMD - $AMD
AI infrastructure, defense, energy, and space - the themes that will define the next decade.
What would you add or remove?
You don't build generational wealth by day trading.
You build it by owning the right stocks and letting them compound over time.
Here are 10 companies I'm continuing to buy and hold:
1. $AMZN - Amazon ($260)
AWS AI revenue at a $15B run rate with demand still outstripping capacity. $200B in 2026 capex going straight into AI infrastructure. Largest outside investor in Anthropic, which just fielded VC offers at $800B valuations. Expanding from cloud into custom silicon, satellites, robotics, and healthcare.
7 stocks I think still have a lot of room to run, even after this melt-up:
$HIMS ($26) - FDA peptide panel July 23-24. Hims already owns a California peptide facility. Dudum has peptide therapies teed up as the next product line.
$IREN ($49) - Sweetwater 1 energizing this month. 1.4GW online, 2.75GW total in West Texas.
$ONDS ($10) - World View deal stacks on top of drone defense. Analyst PTs $20-25.
$NVDA ($197) - $500B backlog through 2026. Data center revenue +75% YoY. Rubin ramps 2H.
$AMZN ($248) - Jassy's shareholder letter pegged AWS AI revenue at a $15B run rate with demand still outstripping capacity. Amazon is the single largest outside investor in Anthropic.
$SOFI ($19) - Crypto back on the platform. Student loan refi tailwind. Real profitability scale.
$ZETA ($17) - AI-native martech data moat. Oversold after the guidance cut.
Every industry has an incumbent that stopped innovating.
These companies are coming for their lunch:
$HOOD - brokerage
$SOFI - banking
$OSCR - health insurance
$PLTR - enterprise software
$NBIS - data centers
$TSLA - autonomous vehicles
$RKLB - space launch
$ASTS - satellite internet
$DOCN - cloud infrastructure
$ZETA - marketing technology
$IBRX - cancer treatment
$LEU - nuclear fuel
$OSS - edge AI computing
$IREN - AI infrastructure
$AMPX - battery technology
$ONDS - drones and defense
$AMZN - everything
Who am I missing?
@nithinbanti I think Microsoft is relatively safe bet for a leap ITM. $PLTR is a little risky for me. I would just prefer shares. Never know when the market will decide it’s to expensive.
Truthfully I prefer $AMZN over both.
@mfr3sh33 You like $AMZN as well?
Friday question.
What's your single highest conviction stock right now?
Mine is $AMZN
Less than a month ago I shared this $AMZN LEAP setup.
$200 call. January 2028. $5,200 per contract.
If you took it, you're sitting on a 45% gain right now.
Shares over the same period returned about 15%.
This is why entry timing matters with LEAPs. The right stock at the right level with enough runway changes everything.
650+ days still remaining on this contract.
What are you doing with the position - holding or taking some off the table?
@NotA_Bull Why not $AMZN
5 stocks I wish I owned more of:
1. $ONDS - Drone defense at a single-digit entry. Budget tailwinds haven't even started.
2. $AMZN - AWS alone justifies the price. Everything else is a bonus.
3. $NVDA - Still the toll booth for every AI dollar spent on the planet.
4. $MP - Only US rare earth producer. Supply chain security isn't optional anymore.
5. $MU - AI needs memory. Every data center buildout is a Micron order.
Not because they're going higher tomorrow. Because I want bigger positions for the next 3-5 years.
$AMZN just dropped their annual shareholder letter and buried some massive numbers in it.
$638B in total revenue. AWS at $108B. But here's what most people will miss:
Their AI revenue run rate hit $15B+ in Q1 2026. Three years into the AI wave, that's 260x larger than AWS was at the same point in its lifecycle.
Their chips business is at a $20B run rate. If it was a standalone company selling to third parties, Andy Jassy says it would be ~$50B. That would make it a top 5 chip company by revenue.
Trainium2 is sold out.
Trainium3 is nearly fully subscribed.
Trainium4 is already being reserved and it's 18 months away.
98% of the top 1,000 EC2 customers now run Amazon's custom Graviton chips. The same shift is starting in AI silicon with Trainium.
Other numbers worth knowing:
- $200B in capex planned for 2026, mostly AI infrastructure
- $4B committed to rural delivery expansion
- Grocery hit $150B in gross sales, making Amazon the #2 US grocer
- 1M+ robots in the fulfillment network
- 500M+ same-day delivery units shipped
- Amazon Leo satellite network launching mid-2026 with 200+ satellites already in orbit
- Delta Airlines chose Leo for Wi-Fi across 500 planes
- "Bureaucracy mailbox" generated 1,000 employee emails and 375+ changes
Jassy: "AI does not have to be as expensive as it is today, and it won't be in the future."
$AMZN at $224 in premarket up 1.5%
5 stocks set to benefit from the AI buildout:
1. $AMZN at $220 - The AI Infrastructure Backbone
AWS is powering both OpenAI ($138B cloud commitment) and Anthropic ($8B investment). $200B in capex this year. Google Cloud grew 48% YoY. AWS backlog doubled to $240B. Amazon isn't picking one AI winner. It's powering all of them.
4. LEAP Call on $AMZN
$AMZN at $213.77. For long-term leveraged exposure, Claude pulled the January 2027 chain (283 DTE):
$180 call
Delta: 0.77
IV: 40.6%
Theta: -$5.29/day (minimal on a LEAP this far out)
This contract moves roughly $0.77 for every $1 AMZN moves. Leveraged exposure to 100 shares for a fraction of buying the stock outright.
Note: at 283 DTE, this expiration doesn't give you enough time to hold past the one-year mark for long-term capital gains. If the tax benefit matters, look at June 2027 or January 2028 expirations instead.
I'm only going to say this once.
These 12 stocks have the potential to create millionaires by 2028:
$NVDA at $175 → Avg PT $266 (+52%)
$AMZN at $212 → Avg PT $281 (+33%)
$IREN at $34 → Avg PT $65 (+91%)
$RKLB at $67 → Avg PT $88 (+31%)
$ONDS at $9.35 → Avg PT $20 (+114%)
$SOFI at $16 → Avg PT $25 (+56%)
$HIMS at $19.87 → Avg PT $40 (+101%)
$SYNA at $73 → Avg PT $101 (+38%)
$ZETA at $15.69 → Avg PT $29 (+85%)
$UUUU at $17.65 → Avg PT $27 (+53%)
$IBRX at $6.95 → Avg PT $14 (+101%)
7 sectors. AI, defense, space, fintech, healthcare, energy, and critical minerals.
Every analyst target on this list represents significant upside from current prices. The market is giving you a window.
NFA DYOR
Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TSM - 16x
$AVGO - 17x
$ORCL - 18x
$AMD - 19x
$GOOGL - 19x
$MSFT - 19x
$AMZN - 21x https://t.co/QjB94nUxfS
@KrisPatel99 $AMZN is my play for this
@KrisPatel99 @NotA_Bull I agree with @KrisPatel99 $AMZN is my number 1 mag 7 pick
If you're under 35 this correction is a gift.
I'm looking to buy...
$NVDA below $170, AI compute demand sold out through 2027
$AMZN below $200, AWS is the backbone of every AI company
$IREN below $30, 100% renewable data centers pivoting to AI cloud
$HOOD below $65, revenue compounding and retail trading isn't slowing
$MP below $45, only integrated rare earth mine and processor in the US
$SYNA below $65, edge AI chips for IoT and automotive
$SOFI below $15, CEO keeps buying millions in open market
$ONDS below $9, drone manufacturing + defense budget accelerating
$ZETA below $15, AI-powered marketing platform growing 60%+ YoY
$OSS below $7, rugged edge AI compute for defense and autonomous systems
$UUUU below $18, uranium + rare earths in one ticker
These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LITE $COHR
Power / Energy: $CEG $OKLO $VST $BE
Robotics / Autonomy: $TSLA $AMZN
Drones / Defense: $ONDS $KTOS $AVAV
Satellites / Space: $ASTS $RKLB $LUNR $PL
Digital Finance: $HOOD $CRCL $SOFI
The market is giving you discounts on the next decade of growth. Take advantage.
These 10 stocks have the potential to create millionaires by 2028:
$NVDA - AI Compute
$AMZN - Cloud/E-Commerce
$IREN - AI Infrastructure
$HOOD - Fintech
$ZETA - AI Marketing
$ONDS - Defense/Drones
$SOFI - Digital Banking
$RKLB - Space
$IBRX - Biotech
$NBIS - Cloud Computing
Bookmark this and come back in two years.
I'm only going to say this once. All of these stocks are undervalued right now:
$NVDA at $177 - AI compute leader. Jensen just said $1T in cumulative AI infrastructure revenue through 2027. Trading 30% below November highs.
$AMZN at $211 - AWS powering OpenAI and Anthropic. $200B capex this year. Analyst consensus: $280.
$IREN at $42 - $9.7B Microsoft contract. $2.3B AI cloud ARR under contract. Cheapest neocloud at ~5x projected revenue.
$ONDS at $11 - Defense/drone demand accelerating. 6x revenue growth. $170M+ 2026 revenue target.
$ZETA at $16.50 - 18 consecutive beat-and-raise quarters. $1.76B 2026 revenue guide. Down 75% from highs.
$RDDT at $138 - 700M+ monthly active users. Advertising revenue growing rapidly. AI data licensing deals with Google and OpenAI.
$SOFI at $17 - $1B quarterly revenue. CEO bought $1M in stock two weeks ago. Full financial ecosystem under one roof. Down 48% from highs.
Every single one of these is down significantly from their 52-week highs. That's not a problem. That's an entry.
NFA DYOR
You could buy 100 shares of $AMZN right now for $20,700.
Or you could buy the $200 call LEAP expiring January 2028 for $5,200. Same 100 shares of exposure. 75% less capital. Nearly two years of runway.
The trade:
Strike: $200
Expiration: January 21, 2028
Premium: ~$52.00 per contract
Breakeven: $252
If $AMZN hits $280, this LEAP returns ~54%
If $AMZN hits $300, this LEAP returns ~92%
If $AMZN hits $350, this LEAP returns ~188%
Buying 100 shares at $207 and watching it hit $350 is a 69% return. The LEAP nearly triples that.
Why I like the setup:
- AWS powering both OpenAI ($138B cloud commitment) and Anthropic ($8B investment)
- $200B capex in 2026, the majority going to AI infrastructure
- Analyst consensus target: $280. Barclays at $300. Wells Fargo at $304.
- Stock is down 20% from its November highs
- 668 days to expiration gives the thesis time to play out
The most I can lose is the $5,200 premium. The upside is multiples of that.
Important: I also own shares of $AMZN. LEAPs are one tool inside my system, not the whole strategy. The core is long-term equity holdings and selling options for income. LEAPs are for selective, high-conviction moments when conditions align.
NFA DYOR
My Q2 2026 watchlist:
$AMZN - AWS powering OpenAI + Anthropic. $200B capex this year. AI infrastructure backbone.
$IREN - $9.7B Microsoft contract ramping. 150K GPUs deploying. Cheapest neocloud.
$NBIS - AI cloud scaling fast. NVIDIA $2B investment. Revenue growing 500%+ YoY.
$ZETA - 18 consecutive beat-and-raises. $1.76B revenue guide. AI marketing leader.
$SOFI - $1B quarterly revenue. CEO buying $1M in stock. Full financial ecosystem.
$ONDS - Defense/drone demand accelerating. 6x revenue growth. $170M+ 2026 target.
$SYNA - Edge AI chips. Core IoT revenue up 53%. New management driving turnaround.
$IBRX - Biotech with FDA catalysts ahead. High risk, high reward.
$OSS - Edge computing for AI at the source. Small but positioned in a massive market.
$TE - Energy storage demand growing with data center and grid buildout.
$MP - Only scaled rare earth mining and processing operation in the Western Hemisphere. Critical supply chain play.
11 names across AI, defense, fintech, biotech, energy, and materials. Not all of them will work. But I believe the winners will more than make up for the losers.
10 stocks I'm buying during this dip.
$NVDA - $172.93 → $282 avg target
$AMZN - $205.37 → $283 avg target
$LEU - $186.76 → $220 avg target
$NBIS - $117.62 → $200 avg target
$AVAV - $197.72 → $297 avg target
$HOOD - $70.89 → $115 avg target
$SYNA - $71.03 → $108 avg target
$RKLB - $67.23 → $90 avg target
$MP - $50.60 → $76 avg target
$IREN - $41.29 → $76 avg target
Every one of these has analyst targets well above where it trades today.
NFA DYOR
@OGA_Studio Get this AI slop out of here. $AMZN ran hard 😂
I'm 34 years old and a self-made millionaire. My March advice:
$NVDA (NVIDIA) - Strong Buy
$AMZN (Amazon) - Strong Buy
$IREN (IREN Limited) - Buy
$HOOD (Robinhood) - Strong Buy
$ZETA (Zeta Global) - Strong Buy
$RKLB (Rocket Lab) - Hold
$ONDS (Ondas Holdings) - Buy
$SOFI (SoFi Technologies) - Strong Buy
$PATH (UiPath) - Buy
$SYNA (Synaptics) - Strong Buy
$IBRX (ImmunityBio) - Buy
$HIMS (Hims & Hers) - Buy
$PANW (Palo Alto Networks) - Buy
$TSLA (Tesla) - Hold
I hope this helps someone out there build generational wealth. That's what this is all about.
NFA DYOR
