Not only is $JRSH doing well today, but listening to their earnings call they aren't really giving me a reason to sell. Their biggest problem is capacity as they're already fully booked for 2026 and looking to add capacity of potentially 20% this year. Good luck at PMC Vegas 👍🔥

TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES: 1. $NBIS | Nebius Group -- 521% 2. $MU | Micron -- 191% 3. $CRDO | Credo Technology -- 170% 4. $CRWV | CoreWeave -- 136% 5. SK Hynix -- 136% 6. $LITE | Lumentum -- 56% 7. $AAOI | Applied Optoelectronics -- 111% 8. $SNDK | Sandisk -- 110% 9. $IREN | IREN -- 95% 10. $SMCI | Super Micro Computer -- 82% 11. $AEHR | AEHR Test Systems -- 75% 12. $ALAB | Astera Labs -- 50% 13. $AVGO | Broadcom -- 50% 14. Samsung -- 50% 15. $NVDA | NVIDIA -- 48% 16. $MRVL | Marvell -- 35% 17. $CLS | Celestica -- 28% 18. $AMD | Advanced Micro Devices -- 30% 19. $ANET | Arista Networks -- 20% 20. $VRT | Vertiv -- 20% YoY projected revenue growth. Which of these are you holding?

I’ve been studying the U.S. stock market for nearly 40 years, and even after retirement, I still make $1.5 million a month. My June stock list: I’d keep buying next week: $AMD — AI GPUs data center CPUs AI servers $INTC — AI PC chips foundry transformation semiconductor manufacturing $MRVL — AI interconnect optical communications chips custom ASICs Names to buy on weakness: $POET — photonic chips AI data center optical interconnect $MSFT — AI cloud platform Copilot enterprise AI software $AVGO — AI networking chips custom ASICs data center interconnect This isn’t a guess. This is a macro-demand-driven setup. If you see it too, hit the like button.

Great analysis of SpaceX and Starlink by Oppenheimer Research. A must-read on Space, AI, and Drones.

Here are the top holdings in the iShares Semiconductor ETF $SOXX: Micron Technology $MU 11.55% weighting Advanced Micro Devices $AMD 8.70% Marvell Technology $MRVL 8.22% Intel $INTC 6.13% Broadcom $AVGO 5.77% NVIDIA $NVDA 5.53% Applied Materials $AMAT 5.30% KLA Corp $KLAC 3.78% Lam Research $LRCX 3.71% Qualcomm $QCOM 3.41%

"I missed AI. I can't buy in at these sky high valuations"

10 stocks near 52-week lows where the stock is broken but the business isn’t: 1. $PLTR | Palantir 2. $MSFT | Microsoft 3. $META | Meta 4. $SOFI | SoFi 5. $MELI | MercadoLibre 6. $SE | Sea Limited 7. $UBER | Uber 8. $NFLX | Netflix 9. $MA | Mastercard 10. $GRAB | Grab

The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰 1. $MU | Micron - 265.9% 2. $HXSCL | SK hynix - 114.4% 3. $SSNLF | Samsung - 104.5% 4. $STX | Seagate - 100.5% 5. $WDC | Western Digital - 83.9% 6. $AVGO | Broadcom - 65.0% 7. $AMD | AMD - 62.6% 8. $MRVL | Marvell - 62.3% 9. $TER | Teradyne - 61.7% 10. $LLY | Eli Lilly - 59.3% 11. $BESI | BE Semiconductor - 57.3% 12. $PLTR | Palantir - 56.4% 13. $TXN | Texas Instruments - 53.1% 14. $ARM | Arm - 52.9% 15. $NVDA | Nvidia - 52.5% 16. $ALAB | Astera Labs - 48.4% 17. $RDDT | Reddit - 46.1% 18. $DASH | DoorDash - 45.5% 19. $MCHP | Microchip Technology - 42.2% 20. $LSCC | Lattice Semi - 40.3% 21. $ROKU | Roku - 40.2% 22. $TSM | TSMC - 39.6% 23. $MTSI | MACOM - 38.4% 24. $SHOP | Shopify - 33.6% 25. $CIEN | Ciena - 33.4% 26. $MPWR | Monolithic Power - 33.4% 27. $APP | AppLovin - 33.0% 28. $IFX | Infineon - 31.2% 29. $SNPS | Synopsys - 31.0% 30. $ON | On Holding - 30.4% Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue & EPS est. next 3Y >10% - FCF est. next 3Y >30% - Gross Profit Margin >40% - Net Profit Margin >0% - ROIC >0% - P/FCF >0 - Altman Z Score >3 - Marketcap >$10B Which of these 30 quality cash flow growth stocks are in your portfolio? 🤑👇

Lahontan Gold. Updated analysis on GSD. This one looks juicy, with a strong risk-reward. 🧐 Note: Click on the image for better resolution.

$IFA.TO some great pills from the call: ✅ Hylton expects to blow through the $50M Revenue mark in short order and floats $80–100M in 2 or 3 years. 🔥 Another large US retailer coming in 2026. Walmart alone does ~$1B/year in scrubs at retail, but the North American scrubs TAM is >$10B. ✅ One step away from being the first EPA-registered apparel with a kill-claim (kills pathogens). Would be a strong regulatory differentiator for ProTX2 if it lands. ✅ ProTX2 TAM expansion: beyond apparel, he mentions upholstery, furniture, and separation curtains in hospitals as applicable surfaces. ✅ New vertical, bedding with an Australian partner, targeting commercialization late 2026 or in 2027. ✅ Use of raise proceeds: new offices in Asia and Europe (expansion), M&A, and licensing/developing technology. ✅ Operating leverage, overhead will never grow at the rate that sales are growing There is a ton of optionality here... I guess

Stocks to Watch This June Not a guess — based on fundamentals, trend, and valuation. $MSFT — 397 → 518 $AMZN — 238 → 349 $ORCL — 201 → 328 $PANW — 263 → 348 $CRWD — 648 → 828 $NET — 220 → 348 $SNOW — 240 → 348 $AFRM — 63 → 118 $CAVA — 82 → 128 $CELH — 28 → 56

$AMC AMC Entertainment Holdings, Inc. Successfully Completes $150 Million At-the-Market Equity Offering :: AMC Entertainment Holdings, Inc. Maybe...just maybe... $DBO.TO $DBOXF regardless...it's positive for the sector investor.amctheatres.com/new…

Quick thread on why $CHER.V is currently my largest position! For starters, it's a tiny Canadian company trading on the TSXV with a market cap of roughly C$30M. They make robotic wheelchairs, with barely any coverage. They currently make ~C$1.6M in TTM Revenue (so... yes it's not a bargain on current metrics), but they're accelerating and IMO, sit just 1 or 2 milestones away from changing meaningfully. ✅I think they could reach C$60M Revenue in 2 to 3 years. Here's how: Thks @PaulAndreola @smallcapdisc for bringing it to my attention! 👇🧵

التفكير خارج الصندوق 😍

Freight cycle turning. Pipelines are back. This week's leaders: 🟢 $DRX — steel fab backlog, infra tailwind 🟢 $SOBO — Keystone corridor revival 📈 $ROK — automation spending accelerating 📈 $ODFL — LTL inflection, pricing power intact Full write-up: 5iresearch.ca/blog/benchmark…

"This is the Wheelchair of Tomorrow" $CHER.V linkedin.com/posts/lifemedca…

Fantastic summary on one of my favorite companies. $CHER.V

Still very few people talking about this one. $DRX.T