Andy Voeltner @Avzero

Repost if your team advanced to the Championship Series 🔥

@Suzierizzo1 3.65 a gallon Wisconsin

Well, I finally got my account back. Sorry for all the spam posts.

@smg857 Saved this. 2027 portfolio check incoming.

Wealth Unlocked by 2035. My 10 most promising plays from the labs, launchpads, and data centers of tomorrow: 1. $MRVL — AI optical interconnect & custom XPU leader. HSBC $300 target (250%+ upside), optical strength "undervalued." 2. $OKLO — Sam Altman-backed nuclear microreactors, 1.2GW Meta deal + Aurora PDC approved by NRC. 10 Buys vs 6 Holds, avg $90 target. 3. $ASTS — FCC authorized 248 satellites, AT&T/Verizon/Vodafone locked in. SpaceX IPO halo lifting the sector ahead of June 12 listing. 4. $NOK — Morgan Stanley's top AI pick. Optical/IP guidance raised to 18–20% from 10–12%. €14/$16.50 target. Low-base opportunity. 5. $BE — "Biggest outperformer in tech" says top analyst Beth Kindig (+217% YTD). Q1 rev +130%, RBC $335 target. Solving AI's time-to-power crisis. 6. $DDOG — Agentic AI monitoring leader. 32 analyst upgrades in May + Q1 beat. Revenue guide raised to $4.32B at midpoint (+25% YoY). 7. $CIEN — Nvidia Huang just endorsed optical. Q2 earnings June 4: est +248% EPS, +34% rev. B.Riley raised target to $531, 52-wk highs in session. 8. $AAOI — Optical transceivers for AI clusters. 441% YTD, Rosenblatt $220 target, $324M AI backlog. The "micro-cap" optical play that scaled. 9. $ZS — Zero-trust security leader trading down 50% from highs. May 26 earnings catalyst. Jefferies' top 2026 cybersecurity pick. 10. $SNOW — Data cloud for enterprise AI. Q1 rev +33% to $1.39B, beat by $70M. Guide raised, product rev growth accelerated to 34% from 30% QoQ. Innovation is rarely a straight line. But these tracks look built to last. If you had to drop one and double down on another, which would it be?

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@seancuono Why $NOK to $14? Bullish on 5G or what?

@nickfralin29 Saved this post. Will watch $NVDA and $TSLA closely

BREAKING: Nvidia has officially entered correction territory after dumping -11.30% in just 8 trading sessions. $640 billion has been wiped out from Nvidia's market cap over the same period. Huawei's new chip architecture is now directly challenging the hardware scarcity narrative that supported Nvidia's $5 trillion valuation.

10 stocks. 1 decade. Millionaire potential. 2036 target: $ALAB — $315 Must buy — AI connectivity chips leader delivering high-speed data movement for next-gen AI clusters $CDNS — $375 Must buy — Electronic design automation powerhouse powering the design of advanced AI chips $SNPS — $530 Must buy — Synopsys EDA leader enabling the entire semiconductor design ecosystem for AI $MDB — $305 Must buy — Modern database platform with vector search powering the next wave of AI applications $DDOG — $221 Must buy — Observability and monitoring kingpin keeping complex AI infrastructure running at scale $SNOW — $175 Must buy — Data cloud platform that makes massive AI datasets accessible and actionable $NOW — $95 Must buy — AI-powered enterprise workflow automation leader transforming business operations $UPST — $30 Must buy — AI-driven lending platform disrupting traditional credit and finance models $SOFI — $15 Must buy — Digital banking and AI-powered financial services leader targeting younger generations $SOUN — $8 Must buy — Voice AI and conversational intelligence platform with major enterprise and auto deals AI Connectivity | Chip Design EDA | Data Platforms | Observability | Enterprise AI Automation | Digital Banking | Voice AI Which 2-3 are you loading up on for the next decade? Drop your picks below 👇 NFA

@smg857 On point as always. Excited for the next alert.

Weekly Recap: Reviewing Last Week's 2030 Millionaire Cheatsheet Last week I dropped multiple versions of the 2030 Millionaire Cheatsheet focusing on AI, quantum, nuclear, space, grid/power, and semis. Quick one-week reality check: the core AI + infrastructure theme is validating solidly, though individual names continue to show clear divergence. Strongest confirmations from last week’s lists (judgment holding up well): $AVGO : Custom AI silicon backlog + 10% dividend + hyperscaler lock-in remains a standout thesis. The ASIC king narrative is alive and well. $LRCX : 2nm lithography + record WFE spend for AI chips. Every major upgrade cycle keeps reinforcing this. AI infrastructure names like $CRDO and $VRT: High-speed interconnect, liquid cooling, and power demand exploding exactly as outlined. Names showing slower validation or needing patience (judgment partially tested): $PTON : Turnaround metrics (revenue beat + profit swing + raised guidance) are real, but consumer demand recovery is taking longer than modeled. $IONQ : Massive revenue growth and backlog are factual, yet commercial quantum timeline still requires more time and tolerance for volatility. Smaller high-beta plays like $ASTS, $OKLO, $SMR: Catalysts (FCC, partnerships, policy support) are clear, but execution risk and beta remain higher than initially anticipated. Biggest takeaway: The combination of massive backlog + dividend + customer lock-in (especially $AVGO) is proving powerful. Core AI compounders continue to separate from story stocks. Adjustments I’m making: Tighter position sizing on high-beta theme names (quantum, space, nuclear) Stronger real-time tracking of policy, competition, and execution variables Clearer separation between core AI compounders and higher-risk thematic bets Investing is weekly “answer checking” with the market. Most people will chase 100 tickers by 2030 — the edge is staying focused on the few big themes and constantly refining the thesis. What judgment in your own portfolio got validated or slapped the hardest lately? Drop it in the comments — I read every one. NFA.

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@Christo46444155 $ETN and $FIX — finally someone includes the physical layer. Data centers don't run on code. They run on power and concrete. ETN's grid hardware and FIX's construction backlog are massive tailwinds.

@seancuono Short-term opportunities and risks coexist.

@rswancpa $LRCX and $CDNS stand out the most to me. The equipment and design software behind every advanced AI chip. These two will compound for years.

@cryptogoos When the entire street agrees… You know what’s next. Cashing out half my position tomorrow. Thanks for the signal

@StockXSoldier Would drop $CRSP and double down on $SMCI. Gene editing is cool but AI infrastructure is printing money right now.

Most people will chase 100 different stocks by 2030. You just need these 10. The 2030 millionaire cheatsheet: $NVDA — $218 Must buy — Blackwell Ultra AI chips ramping, just raised Q2 guidance to $91B. Record AI data center demand. $IONQ — $58 Must buy — Q1 755% rev growth to $64.7M, 60% commercial revenue. $470M backlog up 554%. Quantum leader。 $TEM — $46 Must buy — AI-powered drug discovery platform, partner with Nvidia & Eli Lilly's $1B lab. Cathie Wood's top 5 holding. $RKLB — $124 Must buy — Q1 record $200.3M rev (+64% YoY), $2.2B backlog. Neutron launch end-2026 key catalyst. $ASTS — $96 Must buy — FCC cleared for US service, AT&T/Vodafone/Rakuten partners. Targeting 45-60 satellites in orbit by year-end。 $SOUN — $8.1 Must buy — Agentic AI voice platform with Nvidia at GTC 2026. 2026 revenue guidance $225–260M. Long-term AI voice leader. $CRDO — $192 Must buy — Q3 record $407M rev (+201% YoY), 49.6% operating margin. 13 analysts average $1.3B 2026 revenue estimate. $OUST — $34 Must buy — Q1 rev $49M (+49% YoY) launched Rev8 sensors. 30–50% long-term growth framework set。 $GEV — $1,035 Must buy — Power grid leader, $13B new orders in Q1 2026 alone. Raised 2026 guidance to at least 110 GW gas turbine backlog. $RDDT — $148 Must buy — Q1 rev $663M (+69% YoY) ad rev +74%, 7th straight 60%+ growth. Data moat for AI training. AI Chips | Quantum Computing | AI Drug Discovery | Space | AI Voice | AI Connectivity | Lidar | Power Grid | Social Data Which 2 are you loading up on? NFA

*DOLLAR INDEX JUMPS AFTER HAWKISH FED MINUTES $USD 🇺🇸🇺🇸

🚨 BIG TROUBLE AHEAD!! The S&P 500 is up 25% since October. No real pullbacks. Just straight up. Here is what almost nobody is watching: Volume has been fading for 4 months straight. This is exactly how every major correction has begun. The pattern is always the same: Phase 1: Strong multi‑week rally → DONE Phase 2: Momentum starts to weaken → WE ARE HERE Phase 3: A brutal 20%+ crash → LOADING The index right now is a complete house of cards. 35% of the S&P 500 sits in just 8 names. And NVDA alone accounts for nearly 40% of this year's gains. The entire market is riding on one overextended AI narrative. One disappointment and the dominoes will fall. Initial targets: 6,200 – 6,000. That's where the macro lows get swept and support gets retested. Don't let this trap wipe you out. Remember, I've predicted every major turn for the last 10 years, including the exact $16K BTC bottom three years ago and the $111K top in October. Turn on notifications. I’ll guide you through this correction, and when the real bottom finally forms, I'll call it here publicly.

MARMOT @Web3Marmot

6 months ago

🚨 BUFFETT IS WARNING AGAIN He told them to be careful. They laughed. Then the dot‑com bubble burst. Now he's warning again. This time he's not just talking. He's proving it. $397

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