adrian foster @FosterAlpha8

$25,000 each. Eight closing prices. One technology basket through 2028: $NVDA — Price: $206.99 | Target: $283 $ORCL — Price: $114.99 | Target: $157 $INTC — Price: $95.81 | Target: $131 $GOOGL — Price: $319.89 | Target: $429 $TER — Price: $349.92 | Target: $463 $IONQ — Price: $32.83 | Target: $47 $NVTS — Price: $11.04 | Target: $16.39 $SMR — Price: $8.10 | Target: $12.43 Targets show potential. Execution decides the allocation.

The strongest portfolios are often built when momentum stops looking perfect: $AMD is a $701 stock trading at $521.95 $AVGO is a $517 stock trading at $385.03 $MU is a $1,237 stock trading at $920.95 $DELL is a $583 stock trading at $437.47 $MRVL is a $269 stock trading at $198.18 $MSFT is a $513 stock trading at $381.70 $PLTR is a $173 stock trading at $124.67 $QCOM is a $227 stock trading at $166.09 Price is more honest than the story. I’m waiting for momentum to rebuild.

8 stocks. $25,000 each. One technology cycle through 2028: $KLAC — Price: $218.73 | Target: $291 $MRVL — Price: $209.32 | Target: $278 $INTC — Price: $100.23 | Target: $132 $ORCL — Price: $120.04 | Target: $159 $MSFT — Price: $381.58 | Target: $496 $PLTR — Price: $123.37 | Target: $166 $NVDA — Price: $208.75 | Target: $272 $AMD — Price: $539.69 | Target: $704 Targets are estimates. Momentum, earnings, and execution still decide the position size. Which two deserve deeper work?

One disciplined $200,000 allocation could become something much larger by 2028: $NVDA is a $278 stock trading at $208.75 $AVGO is a $521 stock trading at $390.53 $MU is a $1,295 stock trading at $990.21 $TSM is a $552 stock trading at $414.55 $AMD is a $715 stock trading at $539.69 $ORCL is a $160 stock trading at $120.04 $MSFT is a $502 stock trading at $381.58 $PLTR is a $168 stock trading at $123.37 The upside may be substantial, but price is more honest than enthusiasm. I want pullbacks.

8 stocks. 4 technology layers. 1 portfolio for the next cycle: $NVDA — Price: $212.06 | Target: $283 $AMD — Price: $552.33 | Target: $733 $AVGO — Price: $396.81 | Target: $527 $MRVL — Price: $210.99 | Target: $281 $ADI — Price: $386.73 | Target: $509 $KLAC — Price: $214.69 | Target: $289 $AMAT — Price: $553.92 | Target: $727 $APLD — Price: $30.08 | Target: $41 Targets are estimates. Momentum, earnings, and execution still decide the trade. Which layer gets your attention first?

Eight stocks. $25,000 each. One aggressive path toward $1 million before 2028: $NVDA is a $287 stock trading at $212.06 $AMD is a $757 stock trading at $552.33 $AVGO is a $541 stock trading at $396.81 $MU is a $1,291 stock trading at $959.48 $TSM is a $571 stock trading at $421.14 $VRT is a $409 stock trading at $301.22 $QCOM is a $239 stock trading at $175.63 $TXN is a $397 stock trading at $294.19 Momentum is strong, but I still want pullbacks—not emotional entries. Which two would you study first?

8 stocks. 4 technology layers. 1 portfolio for the next cycle: $NVDA — Price: $207.29 | Target: $277 $ANET — Price: $174.58 | Target: $233 $MRVL — Price: $207.96 | Target: $279 $QCOM — Price: $173.50 | Target: $229 $KLAC — Price: $217.56 | Target: $291 $AMKR — Price: $66.73 | Target: $89 $ALAB — Price: $319.79 | Target: $431 $RKLB — Price: $69.12 | Target: $93 Targets are estimates. Momentum, earnings, and execution still decide the trade. Which layer gets your attention first?

Eight stocks. $25,000 each. One aggressive path toward $1 million before 2028: $AMD is a $739 stock trading at $544.43 $AVGO is a $517 stock trading at $386.50 $MU is a $1,273 stock trading at $970.82 $TSM is a $569 stock trading at $424.61 $AMAT is a $751 stock trading at $564.55 $ADI is a $509 stock trading at $382.81 $COHR is a $427 stock trading at $317.22 $VRT is a $409 stock trading at $304.50 Momentum is strong, but I still want pullbacks—not emotional entries. Which two would you study first?

10 stocks. $25,000 each. One technology cycle through 2028: $NVDA — Price: $203.28 | Target: $271 $AMD — Price: $503.57 | Target: $649 $AVGO — Price: $378.16 | Target: $487 $MU — Price: $865.46 | Target: $1,109 $TSM — Price: $402.30 | Target: $523 $QCOM — Price: $170.32 | Target: $219 $AMAT — Price: $525.70 | Target: $673 $MRVL — Price: $194.94 | Target: $253 $IONQ — Price: $34.24 | Target: $49 $IREN — Price: $40.20 | Target: $59 Targets are estimates. Momentum and execution still decide the trade. Which two would you study first?

These 7 stocks could make the next 12 months matter: $ORCL (Oracle) → $112 Must buy $NOW (ServiceNow) → $97 Must buy $CRM (Salesforce) → $161 Must buy $BA (Boeing) → $193 Must buy $HWM (Howmet Aerospace) → $251 Must buy $CSCO (Cisco) → $102 Must buy $LUNR (Intuitive Machines) → $12.70 Must buy Strong names still need the right price. Save the list before the market gets nervous again.

Ten stocks. Five growth themes. One portfolio for the next major wave: $APP — Price: $424.54 | Target: $527 $NET — Price: $277.66 | Target: $347 $SNOW — Price: $268.90 | Target: $333 $DDOG — Price: $258.69 | Target: $339 $PANW — Price: $358.68 | Target: $457 $DELL — Price: $396.34 | Target: $507 $RDDT — Price: $181.18 | Target: $247 $ALAB — Price: $303.62 | Target: $407 $IREN — Price: $33.62 | Target: $48 $TEM — Price: $52.47 | Target: $73 Targets need price confirmation, not blind conviction. Which pair would you watch?

These seven stocks could make the second half of 2026 matter: $NVDA (NVIDIA) → $188 Must buy $AVGO (Broadcom) → $341 Must buy $ANET (Arista Networks) → $154 Must buy $HWM (Howmet Aerospace) → $247 Must buy $CSCO (Cisco) → $102 Must buy $RKLB (Rocket Lab) → $61 Must buy $LUNR (Intuitive Machines) → $12.30 Must buy Save this list. The best entry may arrive when the market gets nervous again.

Seven stocks could define the second half of 2026: $GEV (GE Vernova) → $947 Must buy $HWM (Howmet Aerospace) → $247 Must buy $CSCO (Cisco) → $102 Must buy $INTC (Intel) → $87 Must buy $SWKS (Skyworks) → $54 Must buy $RKLB (Rocket Lab) → $61 Must buy $LUNR (Intuitive Machines) → $12.30 Must buy Save this list. The best entry may arrive when the market gets nervous again.

Hear me out: The next breakout portfolio may be hiding outside the market’s most crowded trades: $ALAB at $303.62 → Breakout Target $397+ $GEV at $1,057.84 → Breakout Target $1,297+ $CEG at $252.39 → Breakout Target $321+ $DDOG at $258.69 → Breakout Target $331+ $PANW at $358.68 → Breakout Target $447+ $DELL at $396.34 → Breakout Target $493+ $RDDT at $181.18 → Breakout Target $239+ Good setups become expensive once everyone agrees. Which one are you studying early?

I’ll only say this once: This could be one of the fastest portfolios to build $1 million before 2027: $NVDA is a $283 stock trading at $202.81 $AMD is a $681 stock trading at $495.76 $ANET is a $251 stock trading at $168.61 $MU is a $1,137 stock trading at $848.95 $NET is a $369 stock trading at $277.66 $STX is a $1,049 stock trading at $787.66 $INTC is a $137 stock trading at $95.04 $HWM is a $359 stock trading at $272.43 The upside may be significant, but I still want pullbacks—not emotional entries.

Seven stocks could define the strongest momentum trades of the second half of 2026: $GEV (GE Vernova) → $943 Must buy $HWM (Howmet Aerospace) → $247 Must buy $CSCO (Cisco) → $100 Must buy $INTC (Intel) → $88 Must buy $SWKS (Skyworks) → $52 Must buy $RKLB (Rocket Lab) → Must buy on a clean pullback $LUNR (Intuitive Machines) → $12.20 Must buy Save this list. The better entry may arrive when the market gets nervous again.

Ten stocks. Five growth themes. One rotation that could reshape the rest of 2026: $AMD — Price: $500.94 | Target: $637 $MU — Price: $853.20 | Target: $1,087 $TSM — Price: $409.74 | Target: $503 $ORCL — Price: $124.21 | Target: $157 $QCOM — Price: $170.61 | Target: $219 $MRVL — Price: $188.30 | Target: $247 $ANET — Price: $168.56 | Target: $221 $IONQ — Watch for confirmation $IREN — Price: $34.83 | Target: $49 $RGTI — Watch for confirmation Momentum creates opportunity quickly, but it can disappear just as fast. Which pair would you watch?

$250,000. Ten stocks. One high-conviction portfolio for the next technology cycle: $TSM —— TSMC $AMAT —— Applied Materials $TXN —— Texas Instruments $MPWR —— Monolithic Power $ADI —— Analog Devices $MCHP —— Microchip Technology $CSCO —— Cisco $IBM —— IBM $GLW —— Corning $RGTI —— Rigetti Computing The large caps provide durability. The smaller names provide the upside.

Seven stocks that could make the second half of 2026 very different: $AAPL (Apple) — Must buy $MSFT (Microsoft) — Must buy $CRM (Salesforce) — Must buy $NOW (ServiceNow) — Must buy $CRWD (CrowdStrike) — Must buy $SHOP (Shopify) — Must buy $NFLX (Netflix) — Must buy The strongest entries may appear when momentum briefly turns into fear.

$250,000. Ten stocks. One high-conviction portfolio for the next market wave: $TSM — Price: $420.39 | Target: $505 $AMAT — Price: $595.70 | Target: $715 $TXN — Price: $305.55 | Target: $370 $MPWR — Price: $1,376.41 | Target: $1,650 $ADI — Price: $392.75 | Target: $475 $MCHP — Price: $87.11 | Target: $112 $CSCO — Price: $117.09 | Target: $142 $IBM — Price: $217.07 | Target: $285 $GLW — Price: $187.64 | Target: $235 $RGTI — Price: $16.11 | Target: $25 Price will confirm which setups are real.