Rigetti is mentioned as a quantum company lagging on revenue, experiencing significant pullbacks, but the creator holds it long-term.
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Top Stocks I'm Watching This June
Will RichJun 1, 2026
The creator discusses top technology stocks to watch in June, focusing on data center, photonics, quantum computing, and defense sectors. He highlights Enphase (ENPH) as a data center play nearing resistance but with strong long-term prospects due to growing earnings and assets. He also points to TSSI as a smaller, under-the-radar data center company with significant upside potential.
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Tickers discussed in this post
IonQ is mentioned as a quantum company that has been seeing some revenues grow, but is part of a volatile market.
LAES is mentioned as a quantum company that has been seeing some revenues grow, but is part of a volatile market.
AAOI is a primary stock to watch for potential trades this week, with a target of up to 50% gain if it recovers.
Corning (GLW) received a $500 million investment from Nvidia, indicating its participation in the photonics market.
Marvell is mentioned as a recipient of Nvidia's photonics investment, highlighting its role in the photonics sector.
Lumentum is mentioned as a recipient of Nvidia's photonics investment, indicating its involvement in the growing photonics market.
Nvidia is mentioned as a significant investor in the photonics market, committing billions to companies like Lumentum, Coherent, and Marvell, indicating strong sector momentum.
Coherent (COHR) is a primary focus due to its strong financials, revenue growth, and key role in the photonics market, supported by significant Nvidia investment.
The creator plans to hold their existing positions in space tech companies like SPCE, despite recent corrections, and will look for short-term trading opportunities.
Intuitive Surgical (ISRG) is mentioned as a financially sound company in the robotics market, comparable to SYM.
SYM is a top company to watch in June, with potential recovery from $4 to $65-$90, strong financials, and significant revenue growth projections.
The creator will continue to watch Micron to see if it performs well and continues its rally, noting semiconductors as the backbone of AI.
HIVE Blockchain is being held long-term due to its significant data center capacity and potential AI infrastructure pipeline, despite current negative net income.
APLE is a long-term hold with strong contracted revenue and potential for favorable earnings, despite current all-time highs.
APLD is a strong buy with a rapidly growing pipeline of data center construction deals, valued at over $30 billion, and significant potential for future revenue and market cap growth.
TSSI is a smaller data center company with significant upside potential, having grown from $2-3 to $17 and anticipated to reach over $31.
Enphase is a data center company at all-time highs, showing strong earnings growth and assets, but may experience a short-term pullback before further upside.