Eduardo Alfaro

Biggest generational buying opportunity for $SPY is in June. When $SPY crashes 10%-20% buy these: 1. $NOW ~$105 | Buy zone: $80–$85 Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff. 2. $BE ~$254 | Buy zone: $160–$180 $2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting. 3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200 Flash memory demand exploding as AI storage cycle accelerates hard. 4. $NVDA ~$205 | Buy zone: $165–$180 Off the highs but AI capex cycle just entered year three. Pullback is the gift. 5. $QCOM ~$204 | Buy zone: $180–$190 Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst. 6. $ORCL ~$202 | Buy zone: $160–$170 Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print. 7. $INTC ~$106 | Buy zone: $80–$90 Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here. 8. $GOOG ~$360 | Buy zone: $300–$320 AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board. 9. $MSFT ~$400 | Buy zone: $360–$370 Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily. 10. $META ~$586 | Buy zone: $520–$530 $145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now. 11. $AAOI ~$163 | Buy zone: $100–$120 Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall. 12. $LITE ~$807 | Buy zone: $600–$700 Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it. 13. $PLTR ~$132 | Buy zone: $120–$125 85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win. 14. $MRVL ~$264 | Buy zone: $180–$200 Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming. 15. $AMD ~$461 | Buy zone: $360–$380 MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most. 16. $IREN ~$53 | Buy zone: $30–$35 Nvidia took a 30M share option at $70. That's a floor signal from the most credible source. 17. $NBIS ~$214 | Buy zone: $160–$170 Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here. ♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.