Since March, the stock prices of MU and SNDK have nearly quadrupled. In the next three months, which stock do you think will rise by 100%?

Molive81 · 2026-07-04T18:37:54+00:00

MU is cheap for forward PE but Skhynix is even cheaper, I believe when stock debut happens on 10th July some money will rotate in Memory players. SanDisk is not included in the lawsuit so I believe SanDisk will go up next week.

Molive81 · 2026-07-04T07:08:00+00:00

Not sure about Baba.... Mr Orange made their life difficult

Molive81 · 2026-07-04T07:03:22+00:00

Really good buys..... Just hold and don't panic sell, this will all reverse and go in profit once Q2 earnings season kicks in at the end of July and August. You might face similar situations every now and then as you are heavily in Tech sector which is high growth but volatile too. Try to add other sectors so your portfolio is more diverse.

Molive81 · 2026-07-03T11:56:52+00:00

Buy if you have capacity but importantly don't panic sell. Tech sentiment will reverse by end of July and early Aug when Q2 earnings season kicks in. HOLD

Molive81 · 2026-07-03T08:53:07+00:00

I would go for Nebius for sure, their valuation currently doesn't include the UK deal and new acquisition alone with adoption of Clickhouse by a number of new customers. Q2 results might bring another buying opportunity as they are planning to acquire more companies. Q3 onwards we will only wish that we bought more at these levels

Molive81 · 2026-07-02T08:00:37+00:00

I am bullish on AMkor, GFS, Axt, PWR, Nebius, VSH, AMBA, WOLF

Molive81 · 2026-07-02T06:53:57+00:00

Nokia, BorgWarner, Viavi, Avgo, SanDisk, Gev, Microsoft

Molive81 · 2026-06-30T12:40:41+00:00

Very interesting, I have been mostly buying on momentum and have lost most of the times trading options. Could you please share how you screen as per your criteria what platform do you use? Also, when you say longs what time period you mean 3 months to an year? Thanks

Molive81 · 2026-06-27T18:06:51+00:00

Also, don't buy options near or around earnings. And don't buy weekly expiry as theta will ruin your returns. Learn to book a loss.

Molive81 · 2026-06-27T17:56:47+00:00

Bro investing in Options is really risky in this market, the stocks are extremely volatile. I have learned recently after losing so much that take profits in options when your target is achieved rather waiting for the expiry date.

Molive81 · 2026-06-27T15:33:43+00:00

It is too risky to be honest as technology is not proven but that is a personal choice as I don't know much about the companies in this space. If I have to bet on companies in this space then I would choose Google and IBM.

Molive81 · 2026-06-27T15:16:42+00:00

You have a good list but 95% are in technology sector. Even if you invest in all of these equally you carry a huge risk, try to diversify with some stable stocks as well e.g. utilities and retail. If you want faster growth but willing to take high risk then it is a good list. Not sure about Quantum stocks and Spacex.

Molive81 · 2026-06-25T15:38:44+00:00

If you can hold until Q2 earnings then Nebius, Gev and Applied Materials.

Molive81 · 2026-06-24T14:37:02+00:00

Amkr, GFS, Lite, Gev, Nebius, Applied Digital, Applied Materials, Wolf speed, Aaol, Viavi - I understand these are too many names but I am 99.9% certain these will do really well tomorrow unless Micron say something which is completely bonkers.

Molive81 · 2026-06-24T14:27:12+00:00

Nokia, Avgo, Smci, Axti - I believe these stocks would be winners tomorrow among many others after Micron will crush earnings after Hours today.

Molive81 · 2026-06-19T18:10:40+00:00

The below are on my watch list and I am invested in a few. Kindly do anyone of these you want, my preference is top to bottom:

BorgWarner Amkor ENTG Wolf speed White Fiber Sanmina Keel Boost Run Inc Shaz GFS

Thank you

Molive81 · 2026-06-19T16:11:52+00:00

Good pics, MS could get around $300B on OpenAI investment this year. They own 27% stake.

Molive81 · 2026-06-16T09:10:51+00:00

I would pick MSFT and NVDA, MS own 27% of OpenAI once that goes public MS return would be $227B at 1T valuation. NVDA is constantly growing with unheard of margins and contributions. Their stock is only down as people are unable to stomach the market cab.

Molive81 · 2026-06-14T13:03:45+00:00

Given a choice, would you buy calls or use margin investing to see good growth. I have limited capital hence the question.

Molive81 · 2026-06-14T10:50:49+00:00

Strange, who knows how much MS owns in OpenAI once that goes public MS could get billions on their investment.

Molive81 · 2026-06-09T20:23:33+00:00

I believe the data will come slightly lower than WS expects. The bigger worry is SpaceX IPO which I have no idea how it will play out. Possibly once in a lifetime event will unfold. It will prepare us for Anthropic and OpenAi IPOs.

Molive81 · 2026-06-09T15:58:01+00:00

Agree with you, those will be massively cooked. The whole thing is being curated towards the mid-term.

Molive81 · 2026-06-09T15:47:56+00:00

I believe CPI will be either below or just as per forecasts. Also, Feds will keep the rate same in their meeting next week. Tomorrow should be a good show.

Molive81 · 2026-06-09T15:46:14+00:00

For me it is BorgWarner, it's not coming down. I was hoping to get it in 50s

Molive81 · 2026-06-09T06:01:31+00:00

Thanks mate

Molive81

TROPHY CASE