AI SaaS Comeback? 12 Software Stocks Bulls Believe Could Be the Next Big Winners
I called out $ServiceNow(NOW)$ at $85 → $135 up 160% already. It's going to triple by 2027 and Trump's favorite stock too. Right now, these 10 SaaS plays have 1000% potential: 1. $ServiceNow(NOW)$ target $260 back to its 52-week high. Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story. 2. $Microsoft(MSFT)$ $650 ATH was $538. Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance. 3. $Oracle(ORCL)$ $400 52-week high was $345. The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re
Jensen Huang's AI Buy List: 15 Stocks Directly Mentioned at Nvidia GTC Taiwan 🚀
CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks. This is CHEATSHEET for what Jensen wants you to buy right now: 1. $ServiceNow(NOW)$ — ServiceNow "We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow." → Named enterprise AI toolkit partner 2. $Micron Technology(MU)$ — Micron "HBM4 memory from Micron, SK Hynix and Samsung." → Only US-listed HBM4 supplier for Vera Rubin 3. $Taiwan Semiconductor Manufacturing(TSM)$ — TSMC "It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process." → Sole manufactur
AI Supercycle Options Cheat Sheet: 12 Stocks With Potential for Outsized Upside
CHEATSHEET: How to turn $5000 into $50,000+ in 1 trade... Looking for asymmetric AI opportunities? The idea is simple: focus on dominant AI infrastructure, cloud, software, and semiconductor leaders, then give the thesis time to play out. Strategy only works if you choose these 12 companies: 1. $Advanced Micro Devices(AMD)$ — AI accelerators gaining share. Massive datacenter opportunity ahead. 2. $Oracle(ORCL)$ — AI cloud demand exploding. Revenue growth accelerating rapidly. 3. $ServiceNow(NOW)$ — AI workflows transforming enterprises. Sticky platform with pricing power. 4. $NVIDIA(NVDA)$ — Foundation of AI infrastructure
$NOW, $ORCL, $AMD, $INTC & $AVGO: AI Supercycle Winners Still in the Early Innings?
Up $3.4M in 2026 swing trading and $160,000+ for today only. $Advanced Micro Devices(AMD)$ I've explained why these will explode BEFORE the crowd figures it out: $ServiceNow(NOW)$ — Jensen Huang said agentic AI won't kill software companies. Best week since its 2012 IPO. $IBM(IBM)$ — Surged on Nvidia's new PC chip reveal + quantum AI hype. Trump call out. $ARM Holdings(ARM)$ — TD Cowen named its AGI CPU roadmap a secular demand inflection with $Microsoft(MSFT)$$Advanced Micro Devices(AMD)$ — Broad AI infrastructure buying wave; chip sector
$MU, $SNDK, $NVDA, $AMD & $AVGO: The New Gamma Squeeze Leaders?
$GameStop(GME)$ was the most powerful GAMMA squeeze back in Jan 2021. It spiked 18,694% in only 4 weeks $2.57 → $483 Here's 5 GAMMA squeezes happening right now: 1. $Micron Technology(MU)$ +1,267% in 12 months HBM shortage + AI earnings lit the fuse. Dealers pinned at $900/$1,000 call walls forced to buy nonstop. 2. $SanDisk Corp.(SNDK)$ +3,773% in 12 months 645% datacenter revenue surge overwhelmed dealer books.IV now at 107%. Put/call flipped to 1.42. Late-stage squeeze. 3. $NVIDIA(NVDA)$ 289M shares Friday vs 181M avg Post-earnings call flood turned dealers into forced buyers. $500B market cap added in days. Vera Rubin r
$NOW Named Top AI Opportunity as Token Demand Could Surge 28x
$ServiceNow(NOW)$ can easily triple from $125 by Jan 2027. Remember, token use is expected to 2800% in 5 years says $Goldman Sachs(GS)$ So these 24 stocks can still 10x-20x: (COMPUTE / GPU) 1. $NVIDIA(NVDA)$ — Every token touches a GPU. 24x tokens = 24x chip demand, full stop. 2. $Advanced Micro Devices(AMD)$ — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers. 3. $Intel(INTC)$ — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise. (NETWORKING) 4. $Arista Networks(ANET)$ — AI
AI Earnings Season: Could CRWD, AVGO, PANW & GTLB Be the Next DELL-Style Winners?
Yesterday, $Dell Technologies Inc.(DELL)$ spiked 45% after its Q1 earnings. Options exploded 20000%-30000% in 1 day (rare). Next week, there's 4 earnings with exact same set-up: 1. $CrowdStrike Holdings, Inc.(CRWD)$ 📅 Earnings: June 3 (After Close) As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory. No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine. Target: $800 median | $700 Wedbush & Benchmark |
$SPY market lesson — patience usually outperforms impulse
An old trader sits quietly at his desk every morning. His rules read: 1 good trade a day 3 mistakes and stop A young trader joins the market. “This is easy,” he says. The young trader takes one trade. Then a second. Then a third. After chasing every move, forcing entries, and flipping directions, he stares at his screen late into the day. Then he turns back, grinning proudly. “Old man,” he says, “you only made one trade while I took seven. Maybe you’re too slow for this market.” The old trader smiles and shakes his head. “Funny… every time somebody loses focus, they confuse doing more with making money.” He points at the screen. “Trading was never about finding more trades. It was about making fewer mistakes.” “Every leak in your system costs you clarity. Every forced trade costs you align
47M+ drones by 2030 👀 Why $AVAV $NOC $UMAC are gaining attention
47,000,000+ drones will be in use by 2030. That's why Trump is buying drone companies. Drones is the next AI chip play like $NVIDIA(NVDA)$$Advanced Micro Devices(AMD)$ : Defense & Tactical Leaders 1. $AeroVironment(AVAV)$ — AeroVironment, Inc. | 92% → Dominant loitering munition maker. Army's primary drone supplier. Already at war scale. 2. $Kratos Defense & Security Solutions(KTOS)$ — Kratos Defense & Security Solutions | 90% → Valkyrie UCAV is the loyal wingman program Trump's DoD is actively scaling. 3. $Northrop Grumman(NOC)$ — Northrop Grumman Corp. | 88% → Selec