Aaron Trevelyan
Aaron Trevelyan
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These are five stocks I think could be 3-5x winners over the next 5 to 10 years: $SpaceX(SPCX)$  - exposure to SpaceX as private markets keep growing $Advanced Micro Devices(AMD)$  - AI compute and data center growth $Micron Technology(MU)$  - memory demand driven by AI infrastructure $SanDisk Corp.(SNDK)$  - flash storage positioned for the next upgrade cycle $NEBIUS(NBIS)$  - AI cloud infrastructure with significant upside potential No one knows exactly how they'll perform, but these are names I'm comfortable holding through multiple market cycles. Next a
$SpaceX(SPCX)$ Everyone knows it'll eventually hit $500+, it's just a matter of staying disciplined and holding, ignoring the noise.
$SpaceX(SPCX)$ Elon sees SPCX reaching a $500B–$1T annual revenue run rate by end-2027. Big ambition, let's see how it plays out. Among the smaller space companies, which ones could offer bigger upside? Contracts are good, but you can't depend on NASA forever. Budgets change. Missions get delayed. I want to see more customers, recurring income, and something competitors can't easily copy. Cheap, frequent launches, connectivity, data, compute, robots building and fixing things in orbit, on the Moon, and eventually Mars. Plenty of opportunity. Who can turn it into a business that lasts? $Rocket Lab USA, Inc.(RKLB)$  $Firefly Aerospace Inc.(FLY)$ 
$ServiceNow(NOW)$ I don't really get why people keep trying to play these small stock swings. The stock has a pattern until it doesn't. I see it more as a long-term buy and hold opportunity.
$Amentum Holdings, Inc.(AMTM)$ $SpaceX(SPCX)$  $Tesla Motors(TSLA)$ It will be interesting once investors realize how significant a role Amentum plays in NASA and SpaceX launches. It's still a hidden gem.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm holding for now. Jim Cramer was talking about a $1 trillion boom pushing stocks to record highs, and honestly, it's one of the most exciting moments I've been in.
$Netlist, Inc.(NLST)$ Second of many agreements. Is $SK hynix(SKHY)$  next? What about $SUPER MICRO COMPUTER INC(SMCI)$  and $Lenovo Group Ltd.(LNVGY)$ ? Looking for other related news for CXL, AMD.
$Micron Technology(MU)$ $SK hynix(SKHY)$  SK ended the day up $11.60, and it's not too far from its IPO price now. That feels like one of those catalysts that could set off a bigger move. SK was up 8.3% in Korea, while the KOSPI gained 5% and hit the circuit breaker.
$Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ What's your take on these three selling off? Any chance of a recovery before Friday, or is more pain ahead?

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