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
Jun 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.
Linked Mentions
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.
