@itsmichaelluu's calls have beaten their sector by 5.7% per month, winning 47% of the time.

SAAS is trash right now. My top 4 plays for recovery: 1. SNOW — PT: $160 The data layer every enterprise AI app runs on. $7.8B RPO backlog = revenue already contracted. Cortex AI platform is the pick-and-shovel for every enterprise LLM deployment Consumption model re-rates violently when AI workloads scale each query = more Snowflake compute 2. CRM — PT: $220 Agentforce is gaining real traction and nobody's ripping out 25 years of CRM infrastructure. If 1-2 Agentforce case studies land with real ROI, the narrative flips from "AI victim" to "AI winner" overnight Moat is deeper than the market prices switching costs on the world's largest CRM are basically infinite 3. DDOG — PT: $160 The least destroyed name for a reason. AI complexity is DDOG's tailwind, not headwind. Every company running LLMs needs observability DDOG's LLM monitoring tool is direct monetization of the AI buildout. FedRAMP High authorization cracked open the entire federal government market in late 2025 4. ADBE — PT: $300 Michael Burry is buying. Trading at 18x forward PE lowest since 2018. The creative moat (Photoshop, Premiere, Acrobat) is 30 years deep and still untouched. Firefly AI is live and embedded across the entire suite the disruption the market feared is actually becoming the revenue driver

@cristi9he Support for ASTS at 67-69 then 62 area and then 52. This actually needs to break above 80. or its still in the downtrend. I like this stock and am holding lots of it for the long term. https://t.co/gx52OZZ8Ay

I added POET LEAPS June 2028 $25 for $2 (long-term hold) MRVL announced the cancellation of all purchase orders previously placed by Poet Technologies with Celestial AI. This includes the orders for the initial production units that were initially announced in a press release on April 25, 2023. The formal notification regarding this cancellation was issued by Marvell on April 23.

$PLAB is the next $INTC and here's why: 1. The "Pure-Play" Stencil Maker: makes the chips and the masks; Photronics is the only independent US giant that focuses 100% on the masks. As AI designs get more complex, every chipmaker needs these masks, making PLAB the "neutral" winner. 2. Massive US Expansion: PLAB is doubling down on American soil, nearly doubling its 2026 investment to $330 million for new US and Korea facilities. Just like Intel is the face of US chip making, PLAB is becoming the face of the US "blueprint" supply chain. 3. Record Revenue from AI: While other sectors fluctuate, PLAB just hit record-breaking sales for the high-end masks used specifically for AI chips. They aren't just making masks; they are making the most expensive masks required for the AI boom. 4. The "Silent Partner" to Giants: PLAB is a direct beneficiary of massive AI deals, such as Tesla's $16.5 billion chip contract with Samsung (PLAB's second-largest customer). When the biggest companies build AI in Texas, they rely on PLAB's tech to get it done. My price target for PLAB is first $100+ from here then if thesis plays out $400+

On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712. Since then, AI has changed our world. $APLD $1 -> $42 (4100%) $IONQ $5 -> $84 (1580%) $ASTS $2 -> $120 (5900%) $IREN $2 -> $80 (3900%) $NVDA $180 -> $2000 (1011%) $PLTR $7 -> $202 (2786%) $HOOD $15 -> $150 (900%) $APP $60 -> $740 (1133%) $OKLO $6 -> $200 (3233%) $LITE $30 -> $900 (3000% There's 3 stocks that hasn't run 1000%-5000% yet (I like these too a lot): 1. $POET optical interposer technology is still pre-revenue-ramp with a market cap under $500M, yet it sits inside a $35B optical interconnect market that's doubling every two years. When Foxconn and Luxshare who supply every major hyperscaler on earth start scaling POET's engines into millions of units, the revenue inflection will be violent. A single large production contract could reprice this stock overnight. Buy zone: $5-$6 2. $NBIS is essentially building the GPU cloud that every mid-market AI company desperately needs but can't get from AWS or Azure. Analysts expect EBITDA to explode from $1.3B in 2026 to over $10B by 2028 that's an 8x earnings ramp in two years on a stock that's still relatively unknown outside institutional circles. When that EBITDA hits and the market re-rates it like a hyperscaler, the multiple expansion alone gets you there. Buy zone: $70-$80 3. $VRT has a $15B backlog on a company doing ~$10B in revenue meaning future revenue is already booked, locked, and contracted. As NVIDIA transitions to…

NOVEMBER plays for 200%-1000%: 4 LOTTOS play for me: 1. SPY calls Nov 28 $685 2. IWM calls Nov 28 $250 3. TSLA calls Nov 28 $440 4. COIN Nov 28 $290 or Dec 5 $300 ALWAYS stop out 0.25-0.30 from your ENTRY price and aim for at least 100% target before you sell. https://t.co/cCi5Ehqe7w