- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: call your shot(s); winners for 2026
Posted on 5/5/26 at 10:00 pm to Upperdecker
Posted on 5/5/26 at 10:00 pm to Upperdecker
I am doing pretty good so far
MU: 102.97%
WDC: 147.87%
STX: 168.14%
SNDK 410.94%
NVDA: 4.05%
AVGO: 22.94%
ASML: 23.99%
TSM: 23.40%
MRVL: 88.78%
LRCX: 49.03%
KLAC: 35.97%
ASTS: -23.48%
MU: 102.97%
WDC: 147.87%
STX: 168.14%
SNDK 410.94%
NVDA: 4.05%
AVGO: 22.94%
ASML: 23.99%
TSM: 23.40%
MRVL: 88.78%
LRCX: 49.03%
KLAC: 35.97%
ASTS: -23.48%
This post was edited on 5/5/26 at 10:24 pm
1
Posted on 5/5/26 at 11:24 pm to AmIDonut
quote:
MU: 102.97%
WDC: 147.87%
STX: 168.14%
SNDK 410.94%
NVDA: 4.05%
AVGO: 22.94%
ASML: 23.99%
TSM: 23.40%
MRVL: 88.78%
LRCX: 49.03%
KLAC: 35.97%
ASTS: -23.48%
Thats incredible right there
Posted on 5/6/26 at 8:44 am to cgrand
The case for RGTI.
Rigetti Computing, Inc. (RGTI) is a pioneering company in the quantum computing sector, specializing in the development of quantum processors and cloud-based quantum computing services.
Investor Sentiment and Market Position: Rigetti's recent share price increase reflects growing investor optimism amid rising demand for quantum computing, particularly in AI applications.
Forecast
Rigetti Computing, Inc. (RGTI) is a pioneering company in the quantum computing sector, specializing in the development of quantum processors and cloud-based quantum computing services.
Investor Sentiment and Market Position: Rigetti's recent share price increase reflects growing investor optimism amid rising demand for quantum computing, particularly in AI applications.
Forecast
Posted on 5/6/26 at 1:32 pm to Nole Man
quote:
rising demand for quantum computing
What demand, there is zero demand.
Posted on 5/6/26 at 3:58 pm to cgrand
quote:$160 now, up 235% YTD
DOCN
i have never seen a chart like this
This post was edited on 5/6/26 at 4:11 pm
Posted on 5/6/26 at 5:09 pm to cgrand
Sivers Semiconductor - SIVEF
Two main verticals, wireless (mmWave / RF / SatCom / 5G–6G) and CPO (Optical / Silicon Photonics / Lasers). CPO market is huge but wireless is underrated due to defense contracts. Received chip act funding. Been stockpiling since $1.
laser supplier to hyper scalers, still somewhat undiscovered since it’s a Swedish company, but just passed $1b market cap recently.
Two main verticals, wireless (mmWave / RF / SatCom / 5G–6G) and CPO (Optical / Silicon Photonics / Lasers). CPO market is huge but wireless is underrated due to defense contracts. Received chip act funding. Been stockpiling since $1.
laser supplier to hyper scalers, still somewhat undiscovered since it’s a Swedish company, but just passed $1b market cap recently.
This post was edited on 5/6/26 at 5:17 pm
Posted on 5/6/26 at 10:48 pm to cgrand
I bought DOCN sight unseen based off this thread. Up 163% (only bought 2k worth bc I did ZERO research) still between that and NBIS I’m up like 6k and PRV gonna sell and take my girl on a really nice vacation - it’s free money!
Posted on 5/6/26 at 11:18 pm to Double Oh
Yeah and it’s even higher after close of 05/06/26!
Posted on 5/18/26 at 7:21 pm to cgrand
quote:
PATH ZETA DOCN
PATH still sucks, -35% YTD
DOCN down a bit from high but still +206% YTD
ZETA starting to move (maybe), +12% today on partnership announcements and -6% YTD
if ZETA hits anything like DOCN then I’ll be happy and can walk away from PATH when I need to. Like PATH, ZETAs sales pitch is single vendor for “everything”
Posted on 5/22/26 at 3:05 pm to gatorsimz
quote:
Sivers Semiconductor - SIVEF
Up 35% from this post. A lot of good momentum happening lately leading up to its eventual NASDAQ listing.
USA<> Sweden announced a MOU today regarding a technology prosperity deal. Sivers should benefit from this - strategic partnerships around AI, semis, defense tech and next-gen communications. LINK
Posted on 5/22/26 at 3:16 pm to gatorsimz
The first phase of the AI trade was the obvious compute winners like Nvidia. The second phase was the more immediate infrastructure beneficiaries like Vertiv, Bloom, and other power/cooling names that have already gone on huge runs. I’m trying to figure out what the next wave of AI infrastructure bottlenecks looks like — companies like ENPH and FLNC that could benefit from changing power architectures, growing storage demand, and 800VDC AI factory buildouts before the market really catches on.
Posted on 5/22/26 at 3:26 pm to Boomer Rick
Memory. Memory is still underpriced to forward P/E
Following memory at some point will be nuclear. Specifically SMRs and MMRs. Data centers are starting to sign deals with nuclear but nuclear is holding down for now until licensing progresses
Following memory at some point will be nuclear. Specifically SMRs and MMRs. Data centers are starting to sign deals with nuclear but nuclear is holding down for now until licensing progresses
Posted on 5/22/26 at 7:31 pm to Boomer Rick
quote:
I’m trying to figure out what the next wave of AI infrastructure bottlenecks looks like — companies like ENPH and FLNC that could benefit from changing power architectures, growing storage demand, and 800VDC AI factory buildouts before the market really catches on.
YEP. I went with ENPH $60 calls earlier in the week.
Why not OUST, AMBA, etc?
Posted on 5/22/26 at 8:48 pm to bayoubengals88
No reason, just have followed FLNC and ENPH for many years. Not as familiar with the ones you mentioned but maybe I should be.
Posted on 5/22/26 at 9:18 pm to cgrand
After embarrassing myself during the Biden years, I’m freaking crushing it under Trump. Up over 60% YTD, maybe closer to 70% after today. I’m crushing Nancy pelosi at this point. Heavy AI, heavy spacex adjacent, heavy semiconductor. This is revolutionary expansion. People expect AI walls to close in, yet fail to understand AI is self correcting and perpetually streamlining as it improves. Next two years are going to be life-changing.
Posted on 5/22/26 at 9:31 pm to Boomer Rick
quote:
The first phase of the AI trade was the obvious compute winners like Nvidia. The second phase was the more immediate infrastructure beneficiaries like Vertiv, Bloom, and other power/cooling names that have already gone on huge runs. I’m trying to figure out what the next wave of AI infrastructure bottlenecks looks like — companies like ENPH and FLNC that could benefit from changing power architectures, growing storage demand, and 800VDC AI factory buildouts before the market really catches on.
Why doesn't anyone ever mention energy storage? TSLA
Posted on 5/22/26 at 9:57 pm to SmackoverHawg
Musk hardly even mentions that in the ccs.
Posted on 5/22/26 at 10:00 pm to Boomer Rick
quote:Gotcha. I only asked because robotics/physical ai seems like it would be a “must own” in addition to power for someone looking for the next theme.
No reason, just have followed FLNC and ENPH for many years. Not as familiar with the ones you mentioned but maybe I should be.
Jenson Huang laid it out in plain English on Wednesday.
Posted on 5/22/26 at 10:07 pm to bayoubengals88
Robotics and physical AI are going to be big…eventually, but for so many it seems like a science experiment.
Would prefer something that solves a more pressing problem.
Would prefer something that solves a more pressing problem.
Posted on 5/22/26 at 10:17 pm to Boomer Rick
Oh, my friend. You’ll love Ouster.
Where AEVA and MVIS may fall into the science project category, OUST is as practical as it gets:
Where AEVA and MVIS may fall into the science project category, OUST is as practical as it gets:
Page 6 of 9
Popular
Back to top
Follow TigerDroppings for LSU Football News