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@KevInvestingYT
@KevInvestingYT
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Kevin Maro
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AI infrastructure
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Avg. peak vs avg. fade
Average return when a call peaks vs fades — and how long each takes.
How we score
Avg. peak
+120%
~76 days
avg. time to first peak
22
peaked
posted
~76 days
+120%
Avg. fade
-36%
~43 days
avg. time to first fade
64
faded
posted
~43 days
-36%
Track record
Every scored call. Open any row to see the post, and how it compares to what they average when a call peaks and when it fades.
All
100
Peaked
15
Faded
59
Live
26
Call
Post
State
Dir
Return
Days
Posted
▼
$
ORCL
$ORCL officially bottomed last Friday https://t.co/eWUI75Oxgz
Peaked
bull
+35.5%
85d
Jul 27
$
DRAM
Hedge Funds: Spend $160,000,000 on $SNDK bull premium in one day Random bear on X with a $10,000 port: "Yeah bro, it's a dead cat bounce, don't buy any $MU $SNDK $DRAM, I'm buying puts" Who would you rather get your alpha from? https://t.co/fXJGFonknt
Peaked
bull
+8.1%
91d
Jul 21
$
IREN
BTW $IREN generational bottom was this week - if you think this is going to zero and not $100+ I have a bridge to sell you. Not financial advice, I have a position. https://t.co/mSG4Gqb51P
Peaked
bull
+18%
102d
Jul 10
$
NBIS
Incredibly disappointing to see $FCEL management diluting after their CFO recently stated they were comfortable with their balance sheet. This statement, as well as the massive stockpile of cash they already have, was a huge reason I was comfortable with sizing up my position just yesterday. I've trimmed 80% of my position and will be distributing the funds among $NBIS, $CRWV, and $QCOM. I'm extremely bullish on fuel cell technology, just not the management.
Peaked
bull
+42.3%
105d
Jul 7
$
FCEL
Just bought a lot of $FCEL - the “baby bloom energy” thesis is starting to come into play. Not financial advice, this is VERY volatile. https://t.co/lPkFEC95Aq
Peaked
bull
+67%
118d
Jun 24
$
AMBA
After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the compute owns what every AI company on the earth needs to grow & succeed. $NBIS - Nebius. Spun out of Yandex, rebuilt as a pure-play AI cloud. Microsoft and Meta committed billions in contracted backlog. The fastest growing neocloud on the board. My favorite pick as a long-term investment. $CRWV - CoreWeave. The American-founded neocloud. SemiAnalysis rated this Neocloud in a class of it's own, which can not be understated. Deals with Anthropic, OpenAI, Meta, Perplexity, Google, Microsoft... the list goes on forever. $HUT - Hut 8. Started as a bitcoin miner, pivoted hard into AI hosting and power infrastructure. Owns the power, not just the GPUs. They're landing deals left and right, definitely an underappreciated sleeper pick. $APLD - Applied Digital. Same playbook. Former crypto miner now building purpose-designed AI data center campuses with long-term hyperscaler leases. $CIFR - data center host for Anthropic's directly, purchased Google TPU v7 Ironwoods (400K units, ~$10B), backed by a 10-year, $3B+ Fluidstack hosting deal where Google guarantees $1.4B of lease obligations for a 5.4% equity stake. One of the only neocloud-adjacent names with real exposure to Google's silicon instead of pure Nvidia GPU rental. 2. Optical / Photonics: Because every GPU is useless if it can't talk to the GPU next to it. $CRDO - Credo. The connectivity layer inside every AI cluster. Active electrical cables and DSPs that scale with every rack hyperscalers deploy. $LITE - Lumentum. Legacy telecom optics company that's become a core 800G/1.6T transceiver supplier for the AI buildout. $ALAB - Astera Labs. Connectivity chips that solve the bottleneck between GPUs, memory, and storage. Pure-play AI infrastructure with almost no legacy drag. $COHR - Coherent. Lasers, optical components, and transceivers spanning the entire photonics stack from datacom to industrial. $MRVL - Marvell. Custom silicon and photonic fabric for hyperscalers. The company quietly inside more AI racks than people realize. 3. Memory: The most cyclical, most violently mispriced sector in semis. HBM demand changed the entire setup. $DRAM - DRAM ETF. One ticker, every important memory company on the planet, including South Korean companies like SK Hynix and Samsung Electronic, companies you CAN'T INVEST IN with most brokerages. $SNDK - SanDisk. Spun off from Western Digital, now a pure-play NAND flash story riding the same supply tightness as everyone else in this sector. $MU - Micron. One of three companies on Earth that makes HBM. The clearest direct line from AI buildout to memory revenue. $WDC - Western Digital. Hard drive and enterprise storage demand riding the same data center capex wave as everything else on this list. $STX - Seagate. The other half of the storage duopoly. Enterprise nearline drives are seeing the same supply crunch dynamics as memory. 4. Analog / Power Semis: Unsexy. Necessary. Every data center, every EV, every robot needs power management silicon that doesn't get the AI premium yet: $MXL - MaxLinear. Smaller-cap analog and mixed-signal play with infrastructure and data center exposure that's still flying under the radar. $STM - STMicroelectronics. European chip giant spanning auto, industrial, and power semis. Way out of favor relative to its diversification. $ON - ON Semiconductor. Power semis for EVs and industrial, now leaning harder into data center power delivery as a growth vector. $VSH - Vishay. Passive components: resistors, capacitors, diodes. Boring until you realize literally everything electronic needs them. $POWI - Power Integrations. High-voltage power conversion chips. Small cap, niche, and positioned for the power efficiency problem AI data centers haven't solved yet. 5. Physical AI / Robotics: It's coming, soon, and the market is beginning to realize it. $OUST - Ouster. Lidar for robotics, industrial, and autonomy. Consolidated the space after merging with Velodyne, now the survivor. $VICR - Vicor. High-density power modules for robotics, AI servers, and defense. Power delivery at the component level, not the rack level. $VPG - Vishay Precision Group. Precision sensors and strain gauges. The torque and force-sensing hardware that gives robots a sense of touch. $AEVA - Aeva. 4D lidar with built-in velocity sensing. Smaller and earlier stage than the rest of this list, highest risk, highest ceiling. $AMBA - Ambarella. Edge AI vision chips. Powers the cameras and perception systems inside cars, robots, and security infrastructure. I believe a portfolio with these 25 names will severely outperform the market over the next few years. I have 7 figures throughout many of these names. These are all names I'm currently invested in, or plan on investing in in the near future. None of this is financial advice.
Peaked
bull
+26.3%
123d
Jun 19
$
MXL
My top 5 best AI stocks to invest in long-term: These are my biggest positions, and I believe each of these will 10x or more over the next 5 years: $NBIS: The man who built Russia’s Google, lost it to Putin, and rebuilt from nothing. $46 billion in contracted backlog from Microsoft and Meta. 684% revenue growth year over year. $9.3 billion in cash. ARR guided to $7 to $9 billion by end of 2026.  The fastest growing AI infrastructure company most people still haven’t heard of. $AAOI: Every AI GPU cluster needs optical transceivers. $AAOI makes them. Revenue went from $210 million in 2023 to $456 million in 2025 to a $1 billion+ guide for 2026. $LITE is now $850. $COHR is at $370.  $AAOI makes the same products, growing faster than both, at a fraction of the valuation. $CRDO: Revenue up 205% in fiscal 2026. Earnings up 805%. FY2027 guidance projecting 80%+ growth with optical products contributing over $600 million.  622 employees printing $40 billion in market cap. The AI connectivity play nobody is talking about loudly enough. $MXL: Q1 2026 revenue up 43% year over year. Infrastructure sales surged 136% and became the core business.  Panther V targets AI inference bottlenecks across a $5 billion serviceable market. Benchmark just initiated with a Buy and a $125 price target.  Early innings of a full re-rating. $MRVL: Jensen Huang called it the next trillion dollar company at Computex. They just joined the S&P on Friday. Q1 FY2027 revenue $2.42 billion, up 28% year over year. FY2028 revenue target of $16.5 billion.  Custom ASICs and optical interconnects. The custom silicon wave has barely started. Five different companies. One common purpose. All of them are building the infrastructure the AI era runs on. I am long all five. Not financial advice. Do your own research.
Peaked
bull
+58.2%
135d
Jun 7
$
FLY
My bold prediction for $RKLB fans - $FLY will 3x before EOY based off recent earnings and SpaceX IPO run-up
Peaked
bull
+147.8%
210d
Mar 24
$
NBIS
BTW $NBIS Nebius gang, we have a brand new data center in Independence, and no hyper-scaler deal announced yet to go with it... 😸 only one thing happens next...
Peaked
bull
+165.4%
222d
Mar 12
$
NBIS
$NBIS is the ultimate AI ETF - Data Centers - Robotics - Autonomous Vehicles - Database Management - AI Inference Platform All for <25B marketcap, growing 600% YoY The US GDP is propped up by AI Capex spending And you're buying dead healthcare stocks, and dying software???
Peaked
bull
+192.5%
249d
Feb 13
$
NBIS
I strongly believe $NBIS will be announcing a massive deal with OpenAI for a UK project this month.
Peaked
bull
+49.8%
401d
Sep 14
$
NBIS
BTW $NBIS is now a $300 stock on sale for $100... good luck
Peaked
bull
+111.5%
407d
Sep 8
$
NBIS
99% sure $NBIS is going to get a pump off $CRWV earnings AH… bought more $NBIS 🤷🏽
Peaked
bull
+79.8%
434d
Aug 12
$
NBIS
$NBIS Just waiting for new analyst coverage for the fun to really begin. Could see $200 by EOY with another good quarter.
Peaked
bull
+96.9%
438d
Aug 8
$
IREN
Seems like tomorrow will be a good day to own 40,000 shares of $CIFR/ $IREN
Peaked
bull
+342.2%
463d
Jul 14
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