Michael Esther
Michael Esther
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06-27 11:00

$SPY Correction? 8 AI Stocks to Buy on a 10%-20% Dip πŸš€

This sell off started exactly on June 15th and if $SPDR S&P 500 ETF Trust(SPY)$ sells off 10%-20% Be patient and add these 8 super stocks: 1. $Micron Technology(MU)$ β€” Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercycle through 2027+. PT: $1,800-$2,200 (avg analyst ~$1,339, Street high $2,000) 2. $Western Digital(WDC)$ β€” AI data center HDD demand sold out, pricing power tight into 2027-28. PT: $1000-1200 (avg ~$560, high $685) 3. $Advanced Micro Devices(AMD)$ β€” MI350/MI400 ramping, OpenAI + hyperscaler deals, CPU share gains. PT: $650-700 (avg ~$500, high $670) 4. $Broadcom(AV
$SPY Correction? 8 AI Stocks to Buy on a 10%-20% Dip πŸš€

$MU Wins Wall Street: 24 Buys, Zero Sells as AI Memory Boom Accelerates πŸ’Ύ

$Micron Technology(MU)$ ANALYST PRICE TARGET UPGRADES: πŸ“ˆ Susquehanna: $1,750 (from $600) πŸ“ˆ UBS: $1,625 (from $535) πŸ“ˆ Daiwa: $1,600 (from $700) πŸ“ˆ Needham: $1,550 (from $500) πŸ“ˆ BofA: $1,500 (from $950) πŸ“ˆ Stifel: $1,500 (from $550) πŸ“ˆ Deutsche Bank: $1,500 (from $1,000) πŸ“ˆ Cantor Fitzgerald: $1,500 (from $700) πŸ“ˆ Davidson: $1,500 πŸ“ˆ TD Cowen: $1,500 (from $660) πŸ“ˆ Wedbush: $1,300 (from $500/550) πŸ“ˆ Wolfe Research: $1,250 (from $550) πŸ“ˆ Citigroup: $1,200 (from $840) πŸ“ˆ Rosenblatt: $1,200 (from $600) πŸ“ˆ Michael Luu: $5000 (from $2000) Average 12-mo target now ~$1,297 (per 26 analysts) Highest Street target: $1,750 Consensus rating: STRONG BUY (24 buy / 2 hold / 0 sell) Why the upgrades? HBM4 sold out for 2027 β€” Micron can only fill 50-66% of orders Q3 FY26 guide:
$MU Wins Wall Street: 24 Buys, Zero Sells as AI Memory Boom Accelerates πŸ’Ύ

Why $TE, $KEEL, $POET, and $APLD Are Drawing Comparisons to Early $BE

$Bloom Energy Corp(BE)$ was losing $200,000,000 every year before spiking 3200% from $10. Right now, there's 4 stocks setting up exactly the same: 1. $T1 ENERGY INC(TE)$ target $110+ AI power buildout burning cash now, margins inflect once Austin G2 scales output 2. $Keel Infrastructure Corp(KEEL)$ target $70+ pivoting bitcoin power into AI compute leases, re-rating from miner to infrastructure play 3. $POET Technologies Inc(POET)$ target $50+ near-zero revenue today, but $500M+ optical AI supply deal could flip that fast 4. $APPLIED DIGITAL CORP(APLD)$ target $400+ AI data center b
Why $TE, $KEEL, $POET, and $APLD Are Drawing Comparisons to Early $BE

$SPY 0DTE Outlook: Stabilization or Another Leg Lower?

$SPDR S&P 500 ETF Trust(SPY)$ 0DTE premarket read 6/24 Yesterday was big gap-down / negative GEX. Today the structure is trying to stabilize but we’re still sitting at the decision point. Spot: 735.26 Gamma flip: 734.79 Pin: 740 Net GEX: +$378.8M Range: 730–740 Key zone is 734.8–736. Above 736 with acceptance β†’ bulls can press into the positive GEX ladder: 737 / 738 / 739 / 740. But 740 is the call wall / overhead ceiling. That’s where upside can start getting dampened. Below 734 and holding β†’ dealer behavior gets unstable again, and downside can open toward the 730 put wall.
$SPY 0DTE Outlook: Stabilization or Another Leg Lower?

$MU Is the AI Infrastructure Bottleneck: 20 Stocks Positioned to Benefit

$Micron Technology(MU)$ is the biggest bottleneck for AI infrastructure. It's revenue increased 346% in 1 year. Here's 20 AI bottleneck stocks to buy: Memory / Storage 1. $Micron Technology(MU)$ β€” HBM monopoly w/ SK Hynix, Samsung; 2026 sold out, ramping for 2027. 2. $SanDisk Corp.(SNDK)$ β€” NAND flash bottleneck; up 464% in 2026 on supply tightness. 3. $Western Digital(WDC)$ / $Seagate Technology PLC(STX)$ β€” HDD makers; AI storage demand outstripping supply, pricing power surging. Compute / Foundry 4. $NVIDIA(NVDA)$ β€” GPU compute layer; nothi
$MU Is the AI Infrastructure Bottleneck: 20 Stocks Positioned to Benefit

The Market Just Changed. Here Are 8 Reasons $SPY May Not Be Done Falling Yet

$SPDR S&P 500 ETF Trust(SPY)$ crashed 2% but this actually triggers a bigger 10%-20% sell off. Korean stock market crashed 12% already. There's 8 reasons why $SPY has to pull back: 1. $Boeing(BA)$ just dropped a hawkish bomb BofA now expects the Fed to hike rates 3x in 2026 (75bps total), reversing their own call from last week. Sticky inflation + strong jobs data is the reason. Market was only pricing in 1 hike this is a major repricing of risk. Tickers: $NEBIUS(NBIS)$ $WhiteFiber, Inc.(WYFI)$ $Amkor Technology(AMKR)$ $Applied Optoelectro
The Market Just Changed. Here Are 8 Reasons $SPY May Not Be Done Falling Yet

$MU $DRAM $AIS: The Next Wave of AI Winners?

I don't care if you're account is $700, $13,000 or $1,000,000. These 3 stocks will 10x your account: Stocks to buy: $Micron Technology(MU)$ β€” Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the last gen. $Roundhill Memory ETF(DRAM)$ β€” Same thesis, diversified. If you believe memory supercycle > any single name's execution risk, this is the basket trade. $VistaShares Artificial Intelligence Supercycle ETF(AIS)$ β€” AI infrastructure exposure without picking the winner. Picks-and-shovels > picking the miner. I'm sharing you 5 more strong plays right now in AI
$MU $DRAM $AIS: The Next Wave of AI Winners?

First AI, Now Quantum? Trump's Next Big Bet Revealed

OMG, PRESIDENT TRUMP TELLING YOU WHAT TO BUY AGAIN Last time, he said to buy these: $Dell Technologies Inc.(DELL)$ $235 β†’ $450 $Intel(INTC)$ $20 β†’ $140 $ServiceNow(NOW)$ $80 β†’ $125 $Micron Technology(MU)$ $800 β†’ $1220 $IBM(IBM)$ $220 β†’ $500 (target) $Qualcomm(QCOM)$ $128 β†’ $300 Right now, he is investing in QUANTUM STOCKS… $IONQ Inc.(IONQ)$ $Rigetti Computing(RGTI)$ $Infleqtion(INFQ)$
First AI, Now Quantum? Trump's Next Big Bet Revealed

After $SNDK's Reversal, These 13 Stocks Could Be Next

$SanDisk Corp.(SNDK)$ crashed 10% before reversing back to $2200. Here's 13 stocks about to reverse right away: 1. $Snowflake(SNOW)$ $232 β†’ Buy zone: $200–$210 200-day SMA confluence with high-volume demand zone 2. $Broadcom(AVGO)$ $411 β†’ Buy zone: $400–$405 Retest of broken trendline now flipped to support 3. $Meta Platforms, Inc.(META)$ $577 β†’ Buy zone: $560–$570 52-week low zone, oversold RSI bounce candidate 4. $T1 ENERGY INC(TE)$ $9.35 β†’ Buy zone: $7–$8 Gap-fill zone aligning with rising 50-day average 5. $Microsoft(MSFT)$ $379 β†’ Buy
After $SNDK's Reversal, These 13 Stocks Could Be Next

$MU Sits at the Center of the AI Supply Chain

In 2 years, $Micron Technology(MU)$ squeezed from 1430% from $85 to $1220. It will 3x-5x after its earnings on June 24. These 12 companies have parternships with $MU: 1. $ASML Holding NV(ASML)$ – Sells EUV lithography tools $MU needs for new nodes 2. $Applied Materials(AMAT)$ – Deposition/etch tool orders rise with MU's fab expansion 3. $Lam Research(LRCX)$ – Etch/dep equipment demand grows directly with $MU's NAND/HBM buildout 4. $KLA-Tencor(KLAC)$ – More memory layers built means more inspection tools sold 5. $Onto Innovation Inc.(ONTO)$
$MU Sits at the Center of the AI Supply Chain

If $SPY Clears 760, These 5 Stocks Could Explode πŸ‘‡

TOP 5 GAMMA SQUEEZE IDEAS for June 21-26: 1. $WhiteFiber, Inc.(WYFI)$ calls July 17 $40 Trigger: financing/capacity headlines. Pre-squeeze signal: call volume/OI spiking + IV staying elevated on strength (not fading). Fuel: thin float + record-high short interest. 2. $IREN Ltd(IREN)$ calls June 26 $62 Trigger: GPU-hosting/hyperscaler contract rumors. Pre-squeeze signal: rising call skew at near-the-money strikes + unusual volume in the 2x leveraged ETF. Fuel: forced daily ETF rebalancing buying on top of dealer hedging. 3. $Core Scientific, Inc.(CORZ)$ calls June 26 $30 Trigger: financing/capacity-expansion news (just refinanced its bridge loan). Pre-squeeze sign
If $SPY Clears 760, These 5 Stocks Could Explode πŸ‘‡

From $18 to $90: Why $AMKR's Growth Story May Be Just Beginning

In 1 year, $Amkor Technology(AMKR)$ spiked from $18 to $90 so 500% but it can easily hit $300-$500. Here's 8 reasons why it hasn't ran like $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ $Alphabet(GOOG)$ $Amazon.com(AMZN)$ : 1. Advanced packaging sits directly on the critical path of AI infrastructure growth and is becoming more important as Moore's Law slows. 2. Management expects revenue to grow from $6.7B in 2025 to approximately $11B+ by 2030. 3. EPS
From $18 to $90: Why $AMKR's Growth Story May Be Just Beginning

The Millionaire Blueprint: 6 ETFs to Buy and Hold Until 2040

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. $Roundhill Memory ETF(DRAM)$ β€” Memory chips power every AI server; this cycle is structurally undersupplied. $Micron Technology(MU)$ $Western Digital(WDC)$
The Millionaire Blueprint: 6 ETFs to Buy and Hold Until 2040

$MU Earnings Could Decide the Next Leg of the AI Bull Market

$Micron Technology(MU)$ will be spike 10%-15% for Q3 earnings on June 24. It's valuation can easily go from $1 trillion to $5 trillion by 2035. Here's everything you need to know: First, $MU is the biggest botteneck in AI supply chain. Its the only company all 3 CEO $NVIDIA(NVDA)$ , President Trump and Elon Musk said to buy. The basics for Q3: $33.5B revenue (Β±$750M), ~81% gross margin, $19.15 EPS (Β±$0.40) That guide alone beats $MU's entire annual revenue through FY2024. In one quarter. Other memory stocks have been doing super well too: $SanDisk Corp.(SNDK)$ 820% YTD $Western Digital(WDC)$ 333% YTD
$MU Earnings Could Decide the Next Leg of the AI Bull Market

The AI Supply Chain Winners: 18 Stocks Outperforming $SPY by a Mile

AI isn't a single stock storyβ€”it's a multi-trillion-dollar infrastructure buildout. The companies supplying memory, storage, optical networking, semiconductor equipment, power systems, and data center infrastructure are becoming some of the biggest beneficiaries of the largest technology spending cycle in decades. $SPDR S&P 500 ETF Trust(SPY)$ AI Infrastructure β€” YTD Returns & Why They will keep going higher... 1. $SanDisk Corp.(SNDK)$ +820.36% β€” Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need massive storage capacity for training datasets and model checkpoints 2. $Western Digital(WDC)$ +333.17% β€” Hard drive + flash storag
The AI Supply Chain Winners: 18 Stocks Outperforming $SPY by a Mile

The Next AI Battle: Custom ASICs vs. Nvidia GPUs

Here is why $Meta Platforms, Inc.(META)$ and $Alphabet(GOOG)$ are working with $Broadcom(AVGO)$ to make custom AI ASICs. $NVIDIA(NVDA)$ GPUs are powerful and flexible. Built, they contain parts that AI models do not use, making them highly expensive and inefficient when used in certain ways. ASICs are custom chips designed to do only one specific job, like running a specific type of AI model extremely fast. An ASIC is like a specialized tool built for a specific task, while a GPU is like a multi-tool pocketknife. The ASIC is much more energy-efficient and cost-effective once a company is running millions of specific task
The Next AI Battle: Custom ASICs vs. Nvidia GPUs

My Next AI Winners? $NOW, $NBIS, $AAOI, $AVGO, $META, and $WDC

In February 2023, I said buy $NVIDIA(NVDA)$ at $18 before AI explosion. Then I called out: $Micron Technology(MU)$ at $80 β†’ $1150 $AST SpaceMobile, Inc.(ASTS)$ at $2 β†’ $130 $IONQ Inc.(IONQ)$ at $7 β†’ $72 $Roundhill Memory ETF(DRAM)$ at $25 β†’$76 (safest play so far) Right now, these are still super cheap: $ServiceNow(NOW)$ at $95 $NEBIUS(NBIS)$ at $287 $Applied Optoelectronics(AAOI)$ at $162 $Broadcom(AVGO)$ at $41
My Next AI Winners? $NOW, $NBIS, $AAOI, $AVGO, $META, and $WDC

$SPCX and the SpaceX Effect: The Stocks Positioned to Benefit Most

$SpaceX(SPCX)$ will disrupt 5-8 industries all at once. It will 100x-200x by 2035 when Elon Musk... Disrupts these industries 1 by 1: Communications 1. $Iridium(IRDM)$ β€” Satellite communications. Benefits from global connectivity expansion. 2. $AST SpaceMobile, Inc.(ASTS)$ β€” Space cellular networks. Accelerates satellite-phone adoption. 3. $Globalstar(GSAT)$ β€” Satellite spectrum owner. Valuable in space communications. Mobile Phones 1. $Qualcomm(QCOM)$ β€” Smartphone chips. Powers direct-to-cell satellite connectivity. 2. $Apple(AAPL)$ β€”
$SPCX and the SpaceX Effect: The Stocks Positioned to Benefit Most

$MU $WDC $SNDK: Demand Tight Until 2028, But the Supply Wall Is Building Fast

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ demand far exceeds supply until end of 2028: The window of greatest cycle risk is 2028–2029, here's why: 1. New fabs all come online in the same window Micron's first Idaho fab is scheduled to begin DRAM output in 2027, with a second Idaho fab and a New York fab following after that. Samsung, SK Hynix, and Micron are all building simultaneously which historically creates synchronized supply gluts when multiple fabs ramp at once. 2. The "Dramurai" are deliberately holding back now, but discipline breaks Samsung and SK Hynix have
$MU $WDC $SNDK: Demand Tight Until 2028, But the Supply Wall Is Building Fast

🚨 9 Setups, 6 Same-Day Wins, 3 Follow-Through Trades

🚨 9 Highlight Setups. 6 Same-Day Hits. 3 Follow-Through Winners. 🚨 Another week of letting price come to our levels instead of chasing candles. βœ… $SPDR S&P 500 ETF Trust(SPY)$ 756C β†’ hit same day βœ… $SPDR S&P 500 ETF Trust(SPY)$ 752P β†’ hit same day βœ… $Invesco QQQ(QQQ)$ 742P β†’ hit same day βœ… $Invesco QQQ(QQQ)$ 740C β†’ hit same day βœ… $S&P 500(.SPX)$ Credit Spread β†’ worked same day βœ… $S&P 500(.SPX)$ Iron Condor β†’ worked same day Then the follow-through: 🎯 QQQ 733P 🎯 SPY 748P 🎯 $Broadcom(AVGO
🚨 9 Setups, 6 Same-Day Wins, 3 Follow-Through Trades

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