u/Layla_SC

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…

These 5 layers include:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM

Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.

SpaceX $SPCX is officially set to go public on June 12.

This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.

These are the critical sectors amongst the space theme:

Satellite Communication & Operations
$ASTS ~ AST SpaceMobile
$PL ~ Planet Labs
$GSAT ~ Globalstar
$SPIR ~ Spire Global
$AMZN ~ Amazon
$VSAT ~ Viasat

Spacecraft & launch systems
$RDW ~ Redwire
$RKLB ~ RocketLab
$LMT ~ Lockheed Martin
$KTOS ~ Kratos Defense
$FLY ~ Firefly Aerospace
$LUNR ~ Intuitive Machines

Specialty Materials
$CRS ~ Carpenter Technology
$ATI ~ ATI Inc
$MTRN ~ Materion
$GLW ~ Corning
$PKE ~ Park Aerospace

Propulsion Systems & Fuel
$LIN ~ Linde
$APD ~ Air products & Chem
$NEU ~ NewMarket

Electronics & Semis
$NVDA ~ Nvidia
$AVGO ~ Broadcom
$COHR ~ Coherent
$LITE ~ Lumentum

$MU unusual flow hitting late day 👀🔥

🟢 MU 765C 05/15/2026
💰 $2.3M+ bullish call premium
⚡ Tomorrow expiration
📊 Aggressive ask-side positioning into close
Big money stepping into short-dated MU calls with traders betting on a strong move before tomorrow’s expiry. 🚀

The new $NVDA rival officially IPO’s tomorrow…

$CBRS will price itself at $185 per share which is much higher than the $150 marketed range.

Cerebras has grown sales +76% YoY to $510M, & has a $20B OpenAI deal with $AMZN as a hyperscale customer.

The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!

Many who know & capture the next phase cycles will become millionaires.

Phase 1 is officially done, & we are now onto Phase 2:

PHASE 1 — FOUNDATION LAYER (2023–2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.

$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.

$MU - High bandwidth memory essential for AI servers & large scale compute.

$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.

$INTC - Domestic semiconductor and AI infrastructure turnaround play.

PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027)

$IREN - AI focused data center expansion securing scalable power for next-gen compute.

$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.

$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.

$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.

$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.

PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029)

$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.

$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.

$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.

$ASTS - Space based connectivity enabling future autonomous and AI communication systems.

$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.

PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+)

$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.

$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.

$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.

$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.

$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.

The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout.

SMCI Crushed EPS 🔥

Q3 Adj EPS: $0.84 vs $0.62 est
REV: $10.243B vs $12.332B est

Sees Q4 Adj EPS $0.65-$0.79 vs $0.55 est
Sees Sales $11.0B-$12.5B vs $11.07B est

🟩 +14.55%

LISA COOKED 🚀🚀🚀🤑🎲

Adj EPS: $1.37 vs $1.29 est
REV: $10.253B vs $9.892B est

Sees Q2 Sales $10.9B-$11.5B vs $10.518B est

🟩 +3.03%

So I’ve been seeing ALOT of people struggling with 📈📉trading these last few weeks/months 📆 and just need a fresh start with new trade ideas 💡 and a community all sharing ideas for the next best trade setup.

It’s refreshing when you have community full members even 🛑stopping you from making a trade that could wreck you. Sometimes the battle is within ourselves forcing trades just to try and make up a previous loss 📉🔴 only to dig yourselves in a deeper hole 🕳️

That’s what I find best about this community! Just a clean environment of people trying to help rather than bash you or make fun of you on the internet 🛜 I’ve seen countless occasions of multiple community members jumping in to help someone who is having a hard time trading ❤️

I have included multiple images to this post to help you guys get an understanding of what goes on in the community. Link is below 👇 to those who want to join.

I will warn you guys, they have a very strict policy for clean interactions like no cursing 🤬 or bashing others. So leave the cursing at home 😆 see link below 👇

Try it for free 🆓

🏁✅Free Discord link:

https://discord.gg/4bjhqb9G5p

So I’ve been seeing ALOT of people struggling with 📈📉trading these last few weeks/months 📆 and just need a fresh start with new trade ideas 💡 and a community all sharing ideas for the next best trade setup.

It’s refreshing when you have community full members even 🛑stopping you from making a trade that could wreck you. Sometimes the battle is within ourselves forcing trades just to try and make up a previous loss 📉🔴 only to dig yourselves in a deeper hole 🕳️

That’s what I find best about this community! Just a clean environment of people trying to help rather than bash you or make fun of you on the internet 🛜 I’ve seen countless occasions of multiple community members jumping in to help someone who is having a hard time trading ❤️

I have included multiple images to this post to help you guys get an understanding of what goes on in the community. Link is below 👇 to those who want to join.

I will warn you guys, they have a very strict policy for clean interactions like no cursing 🤬 or bashing others. So leave the cursing at home 😆 see link below 👇

Try it for free 🆓

🏁✅Free Discord link:

https://discord.gg/4bjhqb9G5p