Rohit @rohitback

Q2 earnings season officially kicks off this week.

10 SMALL-CAP NAMES UNDER $2B WORTH WATCHING 1. $JMIA scaling logistics across Africa 2. $CLPT navigation software for neurosurgeons 3. $EOSE zinc storage built for nonstop compute 4. $OSS rugged edge compute for the battlefield 5. $CLFD fiber infrastructure for edge data centers 6. $AMBQ low-power silicon for edge AI robots & devices 7. $VPG force sensing & precision measurement for robots 8. $TE building America’s solar supply chain from cell to module 9. $KRKNF underwater robotics for defense & offshore infrastructure 10. $BZAI edge AI inference platform for real-world autonomous systems

July Watchlist 👀 1 $AMPG – Share buyback. 2 $NCRA – Fresh split, PR expected, potential trading halt. 3 $LHAI – Two PRs in the pipeline. Needs to reclaim $1.50+. 4 $NBIS – Down 25%. Watching for a rebound. 5 $CRWV – Looking for an $80+ swing. 6 $MU – Crushed 25%. Trump likes the name, so it's on my radar. 7 $BATL / $SKYQ – Watching both oil names. 8 $ONFO – PR expected, but I'm not overly bullish here. 9 $NVTS – Sold off hard on the patent infringement news. Watching the reaction. 10 $CLRO – Yesterday's runner. High CTB and zero shares available to borrow. #11 $IREN / $ONDS – Swing trade setups. #12 $KEEL / $FCEL – Swing trade candidates. Let's see which ones deliver this month. 📈

Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027… 1. $NVDA 2. $AMD 3. $GEV 4. $TXN 5. $RKLB 6. $RDDT 7. $GOOGL 8. $FIX 9. $AAPL 10. $GLXY 11. $SNDK 12. $BE Am I cooked?

Bought $PLTR $AMZN $AVGO $SHOP $PLTR — $119.50 $AMZN — $234.68 $AVGO — $394.60 $SHOP — $107.79 $AVGO is the only new position as it’s taken a nice tumble after earnings on a lack of guidance raise, would ideally like $330 or below to establish a larger position. The rest are all names that I feel are cheap but the market would like to have them cheaper 🤷‍♂️

UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $15 • $GEV $906 • $LEU $182 Photonics • $AAOI $160 • $LITE $825 • $COHR $369 • $AEHR $110 CPU Bottleneck • $AMD $512 • $INTC $125 • $ARM $420 • $AMKR $83 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $56 • $NBIS $206 • $CIFR $17 • $CRWV $111 AI Power • $EOSE $7 • $BE $265 • $NVTS $24 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $437 • $ASML $1,732 • $MU $1,013 AI Applications • $PLTR $121 • $NOW $95 • $CRWD $624 • $SNOW $181 AI Connectivity • $AVGO $368 • $ALAB $372 • $CRDO $262 • $MRVL $292

In February 2023, I said buy $NVDA at $18 before AI explosion. Then I called out: $MU at $80 → $1150 $ASTS at $2 → $130 $IONQ at $7 → $72 $DRAM at $25 →$76 (safest play so far) Right now, these are still super cheap: $NOW at $95 $NBIS at $287 $AAOI at $162 $AVGO at $411 $META at $574 $WDC at $754 ♻️ RESHARE this post and write 1 comment, I'll share my favorite stock under $10 to 10x.

11 companies i believe are trading below fair value right now 1/11 $NVDA

The most undervalued stocks on the market right now: $SOFI at $18 $ZETA at $19 $TEAM at $85 $CRWV at $118 $NOW at $95 $XPEV at $13 $APP at $467 $NVDA at $209 $META at $570 $RDDT at $168 $OSCR at $28 What else is way too cheap right now?

$HPE expanded partnerships with eight quantum computing firms including $INTC, $RGTI & $QNT The goal is to use HPE’s Cray supercomputing backbone to connect AI, HPC and quantum systems for real-world workloads across science, security and industry.

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Who Will Be the Next 10-Bagger? The Al bull market has followed a clear path of capital rotation: Wave 1 — Semiconductors $NVDA, $ARM, $AMD, $AVGO, $INTC, $TSM Wave 2 — Memory Chips $MU, $WDC, $STX, $SNDK Wave 3 — Optical Networking & Connectivity $NOK, $LITE, $COHR, $AAOI, $GLW, $CIEN, $MRVL Wave 4 — Al Compute & Data Centers $IREN, $CIFR, $WULF, $CORZ, $NBIS, $CRWV, $SMCI, $DELL Wave 5 — Network Infrastructure $ANET, $AVGO, $MRVL, $CSCO Wave 6 — Power, Grid & Cooling $VRT, $ETN, $GEV, $CEG, $SMR, $OKLO, $VST Wave 7 — Materials & Rare Earths $MP, $USAR, $UUUU, $FCX, $AA Wave 8 — Space Economy $ASTS, $RKLB, $LUNR, $PL Wave 9 — Al End-User Applications $TSLA, $PLTR, $SYM, $SERV

10 stocks under $10 billion market cap worth keeping an eye on: 1. $PENG - Penguin Solutions AI-optimized memory solutions and enterprise infrastructure. Their MemoryAI CXL-based server adds up to 11TB of memory for AI inference workloads. 7 new AI/HPC customer logos in H1. Raised full-year guidance to 12% net sales growth, up from 6%.

$SPCX is trading at $167 can hit $800-$1000+ in 2 years. Here's 12 stocks under $12 that will do exactly the same: 1. $TE ~$9.00 Leopold's highest-conviction pick, AI infrastructure demand still massively underestimated. 2. $KEEL ~$5.96 Secured power assets, AI data centers, hyperscaler demand accelerating rapidly. 3. $ONDS ~$9.78 Private wireless networks becoming critical for defense and industrial automation. 4. $POET ~$13.25 Optical engines could solve AI networking bottlenecks at massive scale. 5. $CIFR ~$25 Converting cheap power into valuable AI compute infrastructure assets. 6. $WULF ~$27 One of the purest AI data center transformation stories. 7. $HIVE ~$4.00 Expanding from mining into high-margin AI cloud compute services. 8. $SATL ~$6.95 Satellite communications positioned for growing defense and government spending. 9. $NOK ~$15.10 Global telecom infrastructure beneficiary of AI-driven network upgrades. 10. $BTDR ~$18.97 Rapidly scaling AI compute business with attractive power economics. 11. $LAES ~$3.26 Quantum-safe cybersecurity becoming essential as AI adoption accelerates globally. 12. $CLSK ~$17.44 Strong balance sheet, growing infrastructure footprint, execution steadily improving. If AI, memory, power, and space infrastructure continue expanding, several of these could be dramatically higher by 2030. ♻️ WRITE 1 comment then RESHARE this post, I'll DM the exact call option to get for $TE and $KEEL for 10x winner.

I’m 44 years old and used to work at JPMorgan Chase. My monthly income is $110,000. My June advice: $PLTR (Palantir) — Don’t buy $SNDK (SanDisk) — Don’t buy $MSTR (Strategy) — Don’t buy $AXTI (AXT Inc) — Buy at $90–$96 $SPCX (SpaceX) — Buy at $150–$158 $ASTS (AST SpaceMobile) — Buy at $75–$80 $MU (Micron Technologys) — Buy at $969–977 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

我的六月股票清单： 看涨：1. $AMD 2. $MU 3. $NBIS 4. $AEHR 5. $CIFR 6. $RKLB 7. $IONQ 8. $IREN 9. $AAOI 持有：1. $NVDA 2. $TSLA 3. $AVGO 4. $HOOD 5. $ONDS 6. $ASTS 7. $HIMS 看跌：1. $PLTR 2. $OKLO 3. $OPEN 4. $SOFI

$NVDA STOCK PORTFOLIO REVEALED 1. $INTC 52% 2. $CRWV 20% 3. $SNPS 10% 4. $COHR 10% 5. $NOK 7%

SaaS is back. The bigger shift: AI is creating more complexity across cloud, security, identity, observability, communications, and developer infrastructure. 12 software names are rallying YTD. What changed? $FIVN — Five9 | +21% YTD Five9 is moving from a seat-based contact center model toward AI automation. The key signal: AI revenue jumped 68% and now makes up 13% of subscription revenue. Large enterprise deals increasingly include AI, giving FIVN a path to offset pressure from fewer human seats. $GOOGL — Alphabet | +22% YTD Alphabet’s AI case is not just Gemini. It owns the monetization layers: Search, YouTube, Cloud, custom infrastructure, and distribution. Management framed capacity as the real constraint, with power, land, and supply chains limiting how much AI demand Google can serve. $NET — Cloudflare | +23% YTD Cloudflare looks more relevant if AI inference spreads across regions instead of staying inside a few large clusters. Its network, security stack, and developer platform become part of AI delivery. Large customers now drive 72% of revenue, showing enterprise demand is strengthening. $FROG — JFrog | +27% YTD JFrog benefits from a simple AI reality: more code creates more software supply-chain risk. Models, packages, binaries, and security checks all need control points. UBS described FROG as an end-to-end hybrid software supply-chain platform, a position that aligns well with AI adoption. $TWLO — Twilio | +34% YTD Twilio is evolving from a turnaround story into AI communications infrastructure. Voice usage expanded through AI applications, messaging accelerated, and multi-product customer adoption increased. If AI agents call, text, verify, or escalate, TWLO still owns critical delivery rails. $OKTA — Okta | +43% YTD Okta’s AI thesis centers on identity for humans, machines, and agents. As autonomous workflows spread, every agent requires ownership, permissions, governance, and access control. Okta for AI Agents is already contributing to bookings, extending its role beyond traditional identity management. $RNG — RingCentral | +50% YTD RingCentral is attempting to reaccelerate growth through AI-driven products. RingSense, AI Assistant, and AI Quality Management can be sold into a large installed base of voice customers. The opportunity lies less in core UCaaS growth and more in higher attach rates and margin expansion. $PANW — Palo Alto Networks | +53% YTD Palo Alto is using AI to strengthen platform consolidation. AI Access Security and AI-SPM help enterprises deploy generative AI while maintaining control over sensitive data. Cortex XSIAM 3.0 surpassing $1 billion in bookings highlights the commercial potential of AI security. $CRWD — CrowdStrike | +56% YTD CrowdStrike’s AI story combines automation with platform lock-in. Management linked demand to an agentic revolution where AI increases both productivity and threat complexity. Net new ARR surged 47% to $331 million, while half of customers now use six or more cloud modules. $FTNT — Fortinet | +74% YTD Fortinet benefits from AI across both software and hardware. AI data centers require throughput, segmentation, and protection. Product revenue jumped 41%, supported by AI-related deployments where Fortinet’s proprietary ASIC technology may provide an advantage. $DDOG — Datadog | +82% YTD Datadog is becoming a core observability layer for AI infrastructure. GPU Monitoring, Bits AI Security Analyst, and MCP Server provide developers with real-time system visibility. As AI applications become more distributed and costly to operate, observability becomes increasingly important. $DOCN — DigitalOcean | +224% YTD DigitalOcean is transitioning from basic cloud hosting to AI-native infrastructure for smaller developers. AI Customer ARR surged 221% to $170 million. The value proposition is simplicity: inference, data, and managed agent tools designed for startups that do not want hyperscaler complexity.

8 Stocks to Buy according to Trump... 1) IBM $IBM 2) Micron $MU 3) Dell $DELL 4) NVIDIA $NVDA 5) Oracle $ORCL 6) Adobe $ADBE 7) Microsoft $MSFT 8) Broadcom $AVGO

remember all the people that said software was dead and it’ll all be vibe coded away yeah please never listen to that argument ever again the tokens need to be processed, orchestrated, and governed via the application layer SaaS Summer baby