The Panic Will Not Disappear Soon?

Hello everyone! Today i want to share some trading ideas with you!

1.

$NEBIUS(NBIS)$ secured approval from Independence, Missouri to build its first U.S. gigawatt-scale AI factory with up to 1.2GW of capacity.

The ~400-acre campus is expected to create 1,200 construction jobs, 130 permanent roles and generate $650M+ in local tax payments over 20 years.

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2.

Absolutely wild to see the South Korean stock market KOSPI trigger back-to-back circuit breakers, yet people are wildly over-correlating it to U.S. markets.

This is largely about South Korea’s heavy exposure to LNG imports while Qatar’s output remains suspended but it has nothing to do with memory demand:

• SK Hynix and Samsung are sold out through 2026

• Memory prices are rising 40%+ this year

• $NVIDIA(NVDA)$ Rubin will require 288GB per GPU vs. Blackwell’s 192GB

Don’t confuse forced liquidation with memory hitting a top.

3.

$Ondas Holdings Inc.(ONDS)$ subsidiary Airobotics secured a $20M order to deploy an AI-driven autonomous border security system for a national government.

The contract represents the first phase of a multi-year program expected to exceed $100M.

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