The best stocks from April-May that are re-testing the 8 Week MA $SNDK 1400 $MU 775 $ORCL 195 $NBIS 198 $QCOM 200 $TSM 400 $HPE 40 $DELL 320 $INTC 98

New Mid/Long term Position in $NOK today Not direct AI winner like $NVDA $AMD or $TSM but has several ways to benefit from the next AI Infrastructure wave The long term thesis today has shifted from telecom equipment to a combination of AI networking Optical infrastructure Data center connectivity Private wireless networks Industrial & Physical AI connectivity You can see they're actively marketing to AI cloud providers, Data Centers, Optical networking customers Where $NOK fits 1. Data Center Networking Nokia's IP networking division sells: High-speed Ethernet switches Optical transport systems Data center interconnect solutions As hyperscalers expand AI campuses they need -Fiber optics -Routing -Switching -Network management This is good for $CSCO $ANET $NOK AI Data centers are creating huge demand for Connectivity This is also good for $LITE & $NOK (which is why you've been seeing Whales load the shit out of both on Leaps all April, May, and June so far) Nvidia also partnered with $NOK in October 2026 and took a 3% or $1B stake in it NOK does have a history of lower revenue growth & weaker margins. There is better competition like $AVGO $MRVL $ANET but the R/R setup entirely is very very good $NOK could be one of those very beat down names that can come alive like $INTC Targeting $20 or about 50% move upside from 12-13s

The last month and half we saw a MASSIVE shift of momentum into Memory / Semiconductors / Data Center Theme $AMD $TSM $NVDA $AVGO $SMH $SOXX $MU $SNDK $WDC $STX The past 2 weeks we saw the names above slow down & Computer Hardware & other Semiconductor related stocks woke up violently $DELL $ALAB $ARM $QCOM $INTC $HPE $HPQ I believe we're very early on the rotation still and we will continue to see upside on the Computer Hardware industry Follow me & turn on the 🔔 to stay up to date on levels & more on the rotation names

$INTC This is the setup you want that can go another 20-50% higher Tagged 98 again this morning giving us another opportunity to add to those September calls The move from 98 to 150 will be epic 🏆

$TSLA Golden Swing - Thesis 🌟 This is the setup you want for a 40% breakout in the next few months Alert Shared with Subscribers 🏆

Looking forward to taking our exciting partnership with Nvidia to the next-level

$INTC This is the setup you want that can go another 20-50% higher Tagged 98 again this morning giving us another opportunity to add to those September calls The move from 98 to 150 will be epic 🏆

BREAKING: President Trump says a deal with Iran is scheduled to be signed tomorrow, immediately reopening the Strait of Hormuz.