$NBIS $BE $SPCX Would Be The Next 1000% Winners
I'm known to pick 1000% winners:
$IONQ Inc.(IONQ)$ at $5
$AST SpaceMobile, Inc.(ASTS)$ at $2
$Palantir Technologies Inc.(PLTR)$ at $17
$NVIDIA(NVDA)$ at $18 in February 2023
Right now, three names stand out to me:
1. $NEBIUS(NBIS)$
Revenue is up 454%, with 5GW of power contracted and a $37B signed backlog.
Buy zone: $170–$180
The post-earnings gap could fill, with the old $220 resistance potentially turning into support.
2. $Bloom Energy Corp(BE)$
AI data centers need power before they need more GPUs.
Buy zone: $170–$180
The stock broke out from this range, while weak hands were already flushed around $191.
3. $SpaceX(SPCX)$
Starlink, Starship and xAI bring multiple growth engines under one balance sheet.
Buy zone: $100–$110
The stock has reclaimed its $135 IPO price after spending a month building a base below it.
We’re only in year 3 of a potential 15-year AI supercycle.
The compute is being built.
The power still needs to catch up.
The next frontier is orbit.
I’m also watching smaller names under $10 that haven’t made their big move yet, including $T1 ENERGY INC(TE)$ $Keel Infrastructure Corp(KEEL)$ $POET Technologies Inc(POET)$ $Satellogic(SATL)$
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