šŸ“ˆ | Market analyst and swing trader ā¬‡ļø | FREE INVESTMENT DISCORD

Complete list of AI infrastructure and data center stocks and the best price to buy them at. Fabless Semiconductor stocks: $AMD $460 $AVGO $330-$340 $INTC $95 $MRVL $210 $NVDA $200 $QCOM $160-$170 Memory & Storage: $MU $900-$850 $SDNK $1300-$1200 $SHKY $150 $WDC $400 Semiconductor Equipment: $AMAT $400 $ASML $1500 $AXTI $50-$60 $KLAC $155 $LRCX $250 $UCTT $65 Semiconductor Foundries: $TSEM $190-$200 $TSM $400 $GFS $40 Photonics & optical equipment: $AAOI $100-$80 $CIEN $330 $COHR $270-$260 $CRDO $160 $FN $370 $GLW $130 $LITE $840-$740 $VIAV $30 $OUST Power, Analog & Discrete Semiconductors: $NVTS $10 $ON $60 $VSH $28 Enterprise Networking & Power Infrastructure: $CSCO $90 $FPS $28 $QCMO $20 Neocloud data centers: $APLD $20-$25 $CIFR $15 $CRWV $60-$70 $HUT $70-$80 $IREN $30-$40 $NBIS $200-$180 $RIOT $18-$20 $SHAZ $45-$50
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Updated oil market news:: Oil prices fell as improving supply eased concerns about the ongoing US/Iran conflict: • Saudi supply is recovering: About half of the East-West pipeline’s capacity was restored after drone attacks, allowing oil to bypass the Strait of Hormuz. • More oil is reaching markets: Some tankers continue moving through Hormuz, and the US is releasing up to 40 million barrels from emergency reserves. • Prices declined: The soon-expiring Brent contract settled below $103 per barrel, while the more actively traded December contract settled near $96. • Risks remain: US–Iran negotiations have made little progress, and physical oil supplies remain tight despite the recovery. • Diesel restrictions could backfire: TotalEnergies’ CEO warned that a US diesel export ban could reduce refinery production and potentially raise domestic gasoline prices. Watch Crude oil for another long entry, and see if $XLE and $USO can hold support here.
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Last week the NASDAQ announcemented 23/7 trading was coming Dec. 6th and now @RobinhoodApp is launching 24/7 trading of its own. This comes as 24/7 options trading is coming soon as well. All this means is that brokers like $HOOD $BULL $IBKR $CBOE etc. will reap in more profits and traders will get even less sleep. That’s why I’m still long-term bullish on $PURR $COIN for their perpetual futures features that will come to the US soon as well. Happy trading.
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$NFLX is positioning for another bounce off support as it scales its advertising business and live event programming, here is what I see: The fundamental data backing Netflix reflects a clear shift in how they monetize their user base. They ended 2025 with 315 million global subscribers, and their ad supported tier has reached 94 million users. This visibility allows management to guide ad tier revenue to roughly $3.0 billion in 2026, which doubles their 2025 figures. They project full year 2026 revenue to land between $51.0 billion and $51.4 billion, alongside operating margins expanding to 31.5%. By actively branching into live events and sports programming, @netflix is building a measurable moat around their core streaming model. Looking at the technical setup we see $NFLX is still in a downtrend after losing its support level at $70. Our next entry target would be the same $65 level in rallied off of in July.
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After last posting about Peter Thiel’s portfolio back in August all his utilities/energy stocks are back at support again. $VST Nancy Pelosi and Donald Trump are both in this stock, and so is every other influencer. $VIST continued oil shortages will help this stock break all time highs. $AEP $DTE $FE $CMS $XE all look to hold support has the entire $XLU sector has fall to multi-year lows.
Why did Peter Thiel put 70% in this energy utilities sector $XLU? Here’s why he’s bullish on the energy utilities sector: $VST $AEP $DTE $FE $CMS $XE $CEG @nvidia CEO Jensen Huang said it is the biggest bottle neck in AI energy suppliers and now energy prices are expected to rise by 1000% in the next 7 years. When we look at the sector ETF $XLU chart we see a massive opportunity. It is coming down a months long support price channel. I’ll be looking to buy call leaps or stock soon. For more information check the link in my bio.
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US stock futures are dumping at open, here’s why and what news you need to look out for next week: #1 Trump rejected the Iranian ceasefire proposal and says strikes may resume after midterms. Crude oil is up to $93 now. #2 Core PCE inflation numbers and GDP QoQ growth Wednesday #3 Unemployment rate and non-farm employment change Friday. #4 $QQQ rejected off $745 with next support at $740, $SPY rejected off $772 with next support at $767. #5 Lastly, the 10, 20, 30 bond yields are at 5% with the 5 year yield at 4.99%. Lots of downward pressure heading into next week after last weeks rally.
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Top watchlist for next week: Tech: $GOOGL $AVGO $VSH $NVTS $FPS $VRT $TTWO Non tech: $WMT $LULU $VST $VIST $JPM $GS $CEG
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$RKLB is just secured another critical defense contracts and after the $IRDM merger will completely transforms its financial trajectory, here’s what I see: The fundamental data backing Rocket Lab is absolutely staggering right now as they just secured a spot on a U.S. Space Force contract vehicle, which has a $981 million ceiling to build test and training tools that prepare Guardians for engagements against peer adversaries through 2036. While the money flows through individual task orders with no guaranteed split among the 15 selected vendors, their pending $8 billion merger with @IridiumComm is the real fundamental game changer. Management recently completed a $1.94 billion equity offering to fully fund the cash portion of the deal, completely eliminating the need for expensive bridge loans. When this acquisition closes in mid 2027, $IRDM will immediately inject massive free cash flow and recurring satellite communications revenue into the business, which analysts expect will officially push Rocket Lab into profitability. Looking at the technical setup we see $RKLB has been surging aggressively into the $74 level while building a rock rocketed off its base of support at its 50 day SMA. There is a major gex wall acting as overhead resistance near $75. With heavy institutional accumulation stepping in to front run their 2027 profitability targets, I fully expect that resistance at $75 and $80, I see $RKLB easily pushing toward the $95 to $100 range in the coming months.
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I called my entry into RKLB at $63.91 on my discord, link below: discord.gg/onetrade
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$ONDS is collecting companies like infinity stones. $1 billion backlog announcement coming soon.
Ondas has acquired Insignito, Ottopia Defense, and Caribou Labs, adding passive acoustic sensing, resilient connectivity and GNSS-denied navigation for planned integration across its autonomous defense portfolio. $ONDS ondas.com/post/ondas-acquire…
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So glad I entered the $RKLB bottom at $63. Next Price target for me $100 and average analyst price target being $114. After the $IRDM they’re set to be making net profit for the first time ever next year.
$RKLB has evolved into a vertically integrated space platform powering hundreds of missions across rockets, spacecraft & components. What started with getting to space is now about owning more of what happens once you get there.
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$NVDA Insider Trading šŸ“‰: Mark Stevens one of the largest Nvidia shareholders, just sold a massive $300 million worth of $NVDA shares. This comes as @nvidia came up to a massive gex level at $230 today.
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I called the bottom on $WMT and after a month of waiting it has finally broken out to my price target of $110, and my leaps are up 53%. Buying great companies after a massive earnings selloff works. $DKS is also on the radar.
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$GRAB CEO just bought $30 million in shares last night, with his net worth being ~$300 million. Here’s why he has so much conviction: The fundamentals backing Grab Holdings are accelerating rapidly, anchored by a record 2nd quarter where revenue jumped 22% YoY to $997 million. They are proving their business model scales, with adjusted EBITDA surging 54% to $168 million and margins expanding significantly to 16.9%. Beyond their core mobility and delivery services, their digital banking and financial services are exploding, with their gross loan portfolio scaling 197% to $2.3 billion. Management is incredibly confident in this momentum, raising full year revenue guidance and aggressively rewarding shareholders with a new $900 million share repurchase program. Looking at the technical setup we see $GRAB when we zoom out to the monthly chart every time $GRAB has been at ~$3ish it has always bounced off of support to push higher. The majority of analysts see this as a $5-$8 stock with the lowest price target being $4 this seems like a no brainer to me. With financials steadily getting better I see this as a great foreign stock to have exposure to.
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$AVGO is sitting at a critical breakout level as it completely dominates the custom silicon market, here’s what I see: The fundamental data backing Broadcom is absolutely staggering right now, anchored by their Q3 earnings where AI semiconductor revenue exploded 221% YoY to a record $16.7 billion. Their pipeline is heavily secured by multi gigawatt partnerships with leading AI developers like $GOOGL, $META, and @OpenAI. Management just provided incredible forward visibility, projecting AI semiconductor revenue to hit roughly $115 billion in fiscal 2027 and a massive $230 billion by 2028. Behind the scenes, they also established a massive $35 billion AI financing platform alongside $APO and $BLK to specifically support @Anthropic and their 1 gigawatt deployment. Looking at the technical setup we see $AVGO is right below its 20 moving average after pumping 3% on Friday. What we’re waiting for is another inflow back into chip stocks, but it has a good support level at $355. If we hold here I’m targeting $400 with analysts price targets ranging from $350-$715 giving an average of $531.81, implying a 50% upside. I’m in 10x long up 25%.
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I see why $NVDA CEO Jensen Huang loves $MRVL so much lol.
$MRVL vs $QCOM shows us the sheer momentum caused by the AI infrastructure buildout this year.
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$HOOD $PURR $COIN $BULL Are all up 2.5-7% today as SEC approved temporary exemptions allowing limited onchain trading of tokenized U.S. stocks. The move opens door to instant settlement, 24/7 trading, fractional ownership, and legal perpetual futures soon. It’s also will push tokenized stocks further into mainstream U.S. markets.
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