Eddie Goldston

I’m only saying this once.

If Tim Cook were to replace Jensen Huang at $NVDA and Jensen Huang were to join $SPCX, the market could reprice the AI and space trade overnight.

Here are 5 stocks I’d be watching if that scenario ever played out.

1) $NVDA

The rest is below 👇

Hey @grok, if I invest $1,500 in $VRT at around $202.07 today, could it potentially grow into $15,000 (10x) over the next 3 years?

What would have to go right for that to happen—and what could break the thesis first?

WAIT, WHAT?! A friend is considering putting everything into $ETN at around $352.97.

The data-center power thesis is compelling—but execution, backlog expectations and valuation risk are real.

Hey @grok: What would have to go right for $ETN to materially exceed today’s expectations over the next few years?

WAIT, WHAT?! A friend is considering putting everything into $MU at around $778.31.

The AI memory thesis is powerful—but pricing cycles, supply risk and valuation still matter.

Hey @grok: What would have to go right for $MU to materially change the long-term growth story from here?

Hey @grok, if I put $2,000 into $MU today, could it realistically become $20,000 over the next 5 years if AI memory demand keeps accelerating?

What would have to go right: HBM pricing, supply discipline, or hyperscaler spending?

And what is the biggest risk that could break this thesis?