Disclaimer: This is not financial or investment advice.

Be your own judge – Comparing MU GOOGL AMZN AMD MSFT META NVDA

Be your own judge. Many of my friends still view $MU as expensive or “already run up too much,” without digging into the actual fundamentals—especially compared to other big tech/AI names. Here are the key estimated forward-looking facts (as of late April 2026, consensus from sources like Yahoo Finance, GuruFocus, and analyst notes). Note how $MU stands out on valuation relative to its expected earnings ramp from AI/memory demand against $AMZN $AMD $NVDA $MSFT $META $GOOGL. I generate positive cash flow from each trading week week. Feel free to do it along with me at my discord channel .

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    A bull case for Ross Stores

    By11CTrades

    Disclaimer: This is not financial or investment advice.

    Don’t Discount the Discount King: Ross Stores ($ROST) is on Fire

    In a retail landscape where shoppers are pinching pennies amid sticky inflation and economic jitters, your bargain hunts at Ross Stores aren’t just saving you cash—they’re fueling one of the hottest stocks in the sector. $ROST, the off-price apparel and home goods giant, just shattered all-time resistance levels, closing out the week at a record $177.69 on November 26, 2025, before pushing even higher to an intraday peak of $178.19 on Friday. That’s up a blistering 10.7% in the last week alone, marking the company’s best weekly performance ever, and 16.4% year-to-date—outpacing the S&P 500’s modest gains. My target is $195.

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    Watch List for Sep 16, 2025

    By11CTrades

    My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 16th before the market opens. Disclaimer: This is not financial or investment advice.

    List of Bullish Stocks for Sep 16 Trading

    Stock SymbolNotesMy 1st PTSLAdditional Notes
    BABABullish. Keep riding162155.59
    TSLARiding on any weakness429400
    AMDJumping in164158.6
    CRWVJumping in124117
    GOOGLKeep riding. Strong momentum260246
    MPKeep riding. Earnings on Tue 23rd close. Plan to reduce some before that7063.5
    MUEarnings day. Plan to reduce calls and keep just a few but setup is great164154
    NNEA lot of push on this OKLO CCJ and other nuclear stocks4035.9

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    Best Investing Names for 2026

    By11CTrades

    HOW TO HANDILY BEAT S&P 500! My discord https://discord.gg/QeQBeJFeJE where I share stock picks and my entry and exit points each trading day.

    Here are the top 10 investment themes poised to outperform the S&P 500 ($SPY) in 2026, driven by the ongoing AI infrastructure boom, power demand surge, and related megatrends. Good to accumulate on days of market contractions.

    1. Capitalize on AI-driven memory and semiconductor demand ($MU $WDC $NVDA $AMD). High-bandwidth memory and storage remain critical bottlenecks as AI training scales.
    2. Benefit from surging power needs with leading energy producers ($CEG $VST $NRG). Nuclear and flexible generation providers are securing long-term deals to fuel hyperscale data centers.
    3. Tap into explosive data center infrastructure growth ($VRT $NBIS $IREN $ETN $APH $PWR). Cooling, power management, interconnects, and construction are essential for high-density AI racks.
    4. Leverage data as the core fuel for AI training ($MDB $SNOW $ORCL). Modern data platforms and lake houses enable scalable AI workloads.
    5. Ride the dominance of hyper scalers in cloud and AI ($AMZN $GOOGL). Massive capex on AI infrastructure continues to drive their ecosystems.
    6. Protect against rising cyber threats in digitized, cloud-scaled environments ($PANW $CRWD). Security remains a top priority as AI adoption accelerates vulnerabilities.
    7. Participate in the accelerating space economy ($RKLB). Reusable rockets and satellite networks support global connectivity and future AI applications (watch for potential SpaceX developments).
    8. Profit from mainstream adoption of prediction markets and fintech innovation ($HOOD). Platforms enabling real-world event betting and broader digital finance trends.
    9. Hedge against currency devaluation and mounting debt ($GLD $SLV). Precious metals offer protection in an uncertain macro environment.
    10. Bet on real-world AI automation in autonomy and robotics ($TSLA). Advances in self-driving tech and humanoid robots represent the next frontier of applied AI.

    Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success https://discord.gg/QeQBeJFeJE .

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    Watch List for Sep 23, 2025

    By11CTrades

    My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 23rd before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.

    List of Bullish Stocks for Sep 23 Trading

    Stock SymbolNotesMy 1st PTSLEntry Only Above
    ORCLBackground: ORCL continued their northward push after the news that the software giant could play a central role in reshaping TikTok’s U.S. future. A White House official said Oracle would be responsible for rebuilding and securing a U.S.-only version of TikTok’s recommendation algorithm as part of a deal to sell the app to American investors. Appointment of 2 CEOs pushed the momentum further as the company transforms itself further into a cloud-computing powerhouse The company’s cloud momentum has set the stage for a drastically increased growth outlook in the years to come. Oracle also eyes $20 billion AI cloud computing deal with META. Plan is to ride the rally on any weakness.339323324+
    ARGTFContinue to ride. Gold and gold mining stocks are hot and are likely to continue their run. Looks good for trade and long. Many analysts upgraded the stock.2622.75
    BIDUChinese tech is hot and are staging a comeback that’s turning heads. According to Bloomberg, total capex by China’s major internet players could more than double from $13 billion in 2023 to $32 billion in 2025. The company recently showcased its newest AI reasoning model, Ernie X1.1, during the Wave Summit 2025 developer conference, which, according to the management highlighted improvements in factual accuracy, instruction handling, and agent-based functions. Benchmark testing suggested Ernie X1.1 outperformed DeepSeek’s R1-0528 in several categories. Consolidating before the next leg up is my read. looks good for trade and long. Jefferies raised the target to 157. 144129138+
    CEGA lot of push in nuclear / energy stocks. CEG is one of the best. 365341343+
    CRWVNVDA+Open AI momentum got into CWRV. CoreWeave is the poster-child for NVDA AI-native cloud. In 2022 it had $16 million in revenue, and that was up to $3.5 billion in the last 12 months. Loop Capital raised the target to $165. 139129131+
    NBISA lot of momentum AI infra stocks including this one. 114101105+
    SOUNSoundHound AI jumped today as the company has recently agreed to acquire Interactions Corporation, an AI-driven customer service firm, in a deal valued at up to $85 million. This move is aimed at broadening SoundHound’s enterprise offerings and adding a diverse client base. The positive momentum was also fueled by a broader rally in the tech sector.18.716.517.2+
    TSLATesla has been on a momentum ride since 12th Sep and likely ready to fly upward. Piper Sandler analyst Alexander Potter boosted his price target on the stock to $500 from $400 following a trip to China.444424435+
    PLUGFuel cell technology company, $Plug Power, jumped over 20% after the company secured a $1.6 billion loan guarantee from the U.S. Department of Energy and benefited from a broader rally in clean energy stocks. The loan, which funded the construction of up to six new hydrogen plants in the U.S., signaling strong government support.42.092.4+

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    Energy stocks in the age of energy hungry AI

    By11CTrades

    Energy sector is going to power the age of AI for the next few decades. As Melius-research puts is “much like Thomas Edison ushered in the era of electricity more than a century ago, artificial intelligence may be driving a new “Age of Electrification,” That’s an excellent summary. Energy companies are well positioned to power AI and will will be the biggest winners. The company likes, and I fully agree (and in fact I have been accumulating these name already) these names: CEG Constellation Energy, VST Vistra, NEE NextEra Energy, NRG NRG Energy, and TLN Talen Energy.

    AI computing requires vast amounts of power. “The energy sector is therefore the “enabler” of the AI revolution” as Melius puts it. These companies are locking in years long power purchase agreements with various data centers. Data-center electricity demand growth is estimated to hit 219 gig watts in 2030, up from 82 gigawatts in 2025, Melius said. 

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