Jun. 26 at 6:19 PM
30 stocks I like today and why:
6.
$BTC.X & IBIT - limited digital gold
7.
$CIFR - HTF chart looks solid
8.
$CPSH - potential space bottlemeck
9.
$CRWV - pure NVDA GPU cloud
10.
$DRAM - Samsung & Sk Hynix
This log rawly exposes massive valuation dislocations across accelerated computing and asset sovereignty. While macro sentiment consolidates, institutional capital is lock-floating these unique moats above rigid Fibonacci volume floors.
While BTC and IBIT offer digital-gold defense, NVIDIA cloud monopoly CRWV (CoreWeave) converts high-margin enterprise fabric into immense compounding revenue alongside robust chart play CIFR.
Samsung/SK Hynix DRAM, paired with specialized space-hardware materials vendor CPSH, forms an impenetrable sub-tier monopoly commanding extreme institutional pricing power and stellar long-term PEG expansion.
True alpha is forged within deep infrastructure bottlenecks. Within this elite innovative vanguard, where are you deploying size today?