$AEHR - Great long-term investment.

"The customer develops silicon photonics-based transceivers for data center interconnects and optical I/O applications.

The company has provided $AEHR with a forecast for additional systems within this calendar year as it expands its capacity for deployment in hyperscale data centers.

Gayn Erickson, President and Chief Executive Officer of Aehr Test Systems, stated that the order reflects the urgency of the production ramp currently underway, which supports the massive expansion of hyperscale AI and cloud data centers.'

$AEHR first established contact with this customer seven months ago and delivered a full production system as well as two development systems by May.

According to the company, it has implemented FOX wafer-level systems at more than 25 customers."

$MP $UUUU $UAMY $USAR $LAC $CRML | Rare earth refiner Phoenix Tailings secures a conditional $500 million loan from the Pentagon’s Office of Strategic Capital.

The capital anchors a $1 billion plan to construct the "Freedom Facility" for domestic mineral processing.

$IONQ $HON $IBM $QBTS $RGTI | China’s "Origin Wukong" quantum computer hits 1 million executed tasks while introducing an "Origin Rock" security shield.

The dual platform pairs cloud compute power with post quantum cryptography to resist advanced digital attacks.

$MP $UUUU $UAMY $USAR $LAC $CRML | Economic sovereignty takes center stage as the G7 establishes a historic 60 percent supply cap on dominant critical mineral providers.

The 2030 mandate forces tech and military ecosystems to fast track non Chinese processing loops.

$CUE  WALL STREET TARGET: $115 (+380% UPSIDE) CONFIRMED

Why?
-  13x revenue growth + slashed losses
-  $27.6M capital + $7.5M milestone secured
-  Low 3.61M float ready to rip
-  Stacked H2 2026 catalysts: CUE-221 Phase 2 results + CUE-401 IND/Phase 1

This dip is the gift before the re-rating. Smart money is loading.

Early Birds Win
Who else is targeting $115+ on $CUE ?

Founder-led companies are always ones to pay close attention to. $NVDA is led by its founder Jensen Huang, $ASTS is led by its founder Abel Avellan, and $AAOI is led by its founder Thompson Lin.

AmpliTech Group $AMPG is also one of them. CEO and founder Fawad Maqbool has founded AmpliTech Group in 2002. Currently, he still holds ~10% of the company's outstanding shares.

Add to that their great moat, compelling valuation, an impressive list of customers, massive growth opportunities and a major perk being a US-based manufacturer, and you have a very rare microcap stock that holds massive potential.

Watching wake up

Number of millionaires (approx.):

2016
🇺🇸🇨🇦 North America: 14M
🇪🇺 Europe: 13M

2026
🇺🇸🇨🇦 North America: 26M
🇪🇺 Europe: 17M

The lesson?
Wealth grows where capital is rewarded.

Assets matter.

What I like about each neocloud stock:

$APLD Ellendale, Macquarie financed
$BTDR SEALMINER ASIC design
$CIFR AWS anchor tenant validation
$CLSK lowest cost power per MW
$CORZ multi-billion backlog
$CRWV GPU operator for OpenAI
$DGXX 400MW, Blackwell ready pods
$GLXY Helios campus institutional pivot
$HIVE BUZZ HPC GPU subsidiary
$HUT vertically integrated
$IREN cleanest HPC revenue ramp
$KEEL $533M, 3 campuses permitting
$MARA largest scale, big power footprint
$NBIS lowest cost per MW operator
$NUAI pure neocloud play
$RIOT Texas grid scale power assets
$SLNH behind the meter, 4.3 GW
$WGMI my favorite neocloud ETF
$WULF Core42 deal, nuclear adjacent
$WYFI Leopold backed, Nscale anchor

President Trump said the stock market kept ripping every time peace was discussed and joked that the market is “more brilliant than anybody” except him.

He then asked Treasury Secretary Scott Bessent if the market was smarter than him and Bessent replied “No, sir.”

China Is Winning the Mining Battle for Latin America ⛏️🌎

Since 2000, China has announced roughly $56B in greenfield mining investment across Latin America and the Caribbean

The US total is about $21.2B

That is more than a 2.5x gap

China leads across the region

🇧🇷Brazil $26.3B vs $7.3B
🇵🇪Peru $9.6B vs $3.6B
🇦🇷Argentina $7.4B vs $1.2B
🇨🇱Chile $5.1B vs $3.1B
🇲🇽Mexico tied at $4.3B

Why it matters?

Latin America holds some of the world’s most strategic mineral reserves

🔹 Copper
🔹 Lithium
🔹 Silver
🔹 Niobium
🔹 Rare earths
🔹 Graphite

The next great-power contest is not just about trade routes or technology

It is about who finances the mines and controls the future supply of critical materials

The brutal truth is that artists who refuse to adapt to AI will become irrelevant.

The market won’t care how “pure” your process was.

It will care who can create faster, experiment harder, and produce better work.

AI won’t kill artists.

Artists who use AI will replace artists who don’t.

The world has now it's first trillionaire, that means these guys are the new middle class

Trump after learning the new Fed Chair he appointed to lower rates kept them unchanged