AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

avatarShayBoloor
03-04 22:10

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. Image 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
The Panic Will Not Disappear Soon?
avatarTrendSpider
03-04 21:50

EWY, FSLR, QQQ, AVGO& SOFI Confronted Risks; What's the Next?

Hello everyone! Today i want to share some technical analysis with you! 1. $SoFi Technologies Inc.(SOFI)$ insiders buying into the RSI divergence 👀 Image 2. $Broadcom(AVGO)$ insiders buying into a falling wedge with analyst targets ~45% above price ahead of tomorrow’s earnings. Image 3. $Invesco QQQ(QQQ)$ is starting to risk a Stage 4 breakdown Image 4. $First Solar(FSLR)$ Not today, but someday Image 5. Have we seen this before? 🇰🇷 $iShares Silver Trust(SLV)$ $iShares MSCI South Korea ETF(EWY)$ Image For SG users only, Welcome to open a C
EWY, FSLR, QQQ, AVGO& SOFI Confronted Risks; What's the Next?
avatarNAI500
02-27

Moderna Rebounds: A Biotech Pioneer at a Critical Turning Point

After years of lackluster performance, $Moderna, Inc.(MRNA)$ share price posted double-digit gains in January this year. The biotech firm, which rose to fame during the pandemic for its mRNA technology and the rapid development of a COVID-19 vaccine, has in recent years been hamstrung by two of its core pillars: the U.S. government terminated approximately $500 million in funding for mRNA vaccine development last year, while plummeting demand for its COVID-19 vaccine has left revenues a far cry from their peak levels. The company’s recent developments have been a mixed bag: its respiratory syncytial virus (RSV) vaccine was approved for commercial use in 2024, yet its cytomegalovirus (CMV) vaccine candidate failed in Phase III clinical trials just
Moderna Rebounds: A Biotech Pioneer at a Critical Turning Point

Why Internalize the Risk when you can Externalize the Competition?

1. This is exactly what I mean when I say Zuck shouldn’t try to build his own chips. Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving: • Supply security (not dependent on any single vendor's fab capacity) • Cost leverage (vendors compete on price when real alternatives exist) • Architectural flexibility (training, inference & custom workloads matched to the right silicon) Why internalize the risk when you can externalize the competition? Image 2.
Why Internalize the Risk when you can Externalize the Competition?

EOSE, MA, NFLX, DUOL& ASTS Suffer Great Discrepancy

Hello everyone! Today i want to share some technical analysis with you! 1. $AST SpaceMobile, Inc.(ASTS)$ This looks familiar Image 2. $Duolingo, Inc.(DUOL)$ down 83% in 9 months. Impressive work. Image 3. $Eos Energy Enterprises Inc.(EOSE)$ missing guidance then saying "trust us" on overly ambitious guidance is a bold strategy. Image 4. BREAKING: Netflix walks away from Warner Bros. Discovery, says deal no longer makes financial sense $Netflix(NFLX)$ 🟩 +10.31% Image 5. $MasterCard(MA)$ at 30x P/E has a perfect batting average. Image For SG users only, Welcome to open a CBA today a
EOSE, MA, NFLX, DUOL& ASTS Suffer Great Discrepancy
avatarNAI500
02-26

Regeneron Pharmaceuticals: A Biotech Leader Poised for Long-Term Outperformance Despite Sector Under

While the healthcare sector has underperformed the broader market in recent years, there are still plenty of stocks with long-term investment value within the industry. $Regeneron Pharmaceuticals(REGN)$ , a leading enterprise in the biotech space, is well-positioned to outperform the market over the next decade, backed by its core product strengths and a robust research and development (R&D) pipeline. Core Growth Driver Maintains Strong Momentum Dupixent currently stands as the company’s most critical product driving revenue growth. Co-developed with Sanofi, this drug has been approved for indications such as atopic dermatitis and holds a leading position in its therapeutic areas. In 2024, Dupixent achieved a major milestone with the approval
Regeneron Pharmaceuticals: A Biotech Leader Poised for Long-Term Outperformance Despite Sector Under
avatarNAI500
02-26

Hunting for Stocks Trading Far Below Analysts’ Average Target Prices

Seeking out stocks trading well below analysts’ average target prices is often an effective way to uncover potential new additions to an investment portfolio. Investors should certainly not rush into buying based solely on this metric and need to conduct further in-depth research. Yet using it as a starting point for screening can help you quickly zero in on targets poised for substantial gains in the future. Wall Street is currently quite bullish on two stocks: $IONQ Inc.(IONQ)$ and $SoundHound AI Inc(SOUN)$ . Analysts covering IonQ have set an average target price of $74.89 for the stock, which is currently trading at around $33.30. This translates to a staggering potential upside of 125% based on the t
Hunting for Stocks Trading Far Below Analysts’ Average Target Prices

GOOGL CLOUD HAS A RULE-OF-40 SCORE OF 78

1. $Alphabet(GOOGL)$ CLOUD HAS A RULE-OF-40 SCORE OF 78 Google spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI. Now those bets are converging into a full-stack AI platform of custom silicon (TPUs), data (BigQuery), models (Gemini), enterprise AI (Vertex) & global network infrastructure. No other company has all five at scale and it’s the only credible $NVIDIA(NVDA)$ alternative. Image 2. $NVIDIA(NVDA)$ is re-entering the laptop market this year by pushing CUDA onto AI PCs. Margins won’t look like data center but N
GOOGL CLOUD HAS A RULE-OF-40 SCORE OF 78

CIFR, SHOP, SMCI, NVDA& SOFI Enjoy Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1. $SoFi Technologies Inc.(SOFI)$ Something just happened for the first time ever on this chart... Read Below! 1st Fun fact: The most consecutive red weekly candle closes in a row is five back in December of 2021. Price moved up 12.56% from the 5th red week's close to the local high within 2 weeks. 2nd Fun fact: There have been 6 different times in which price has had 4 red weekly candle closes 4 in a row. Here are the returns within 2 weeks from the 4th red weekly candle close to the high: July '21 (within 1 week): +9.40% March '22 (within 1 weeks): 17.08% May '22 (within 1 week): +17.16% Sept '22 (within 2 weeks): +15.85% March '25 (within 2 weeks): +15.16% December '25-Jan
CIFR, SHOP, SMCI, NVDA& SOFI Enjoy Great Upward Momentum!

IWM, NVDA, LMT, TLT& XLU Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $Utilities Select Sector SPDR Fund(XLU)$ pressing range highs as utilities go on breakout watch into next week. Image 2. $iShares 20+ Year Treasury Bond ETF(TLT)$ is breaking out just as Washington may have to refund up to $175B in tariff revenue. Image 3. $Lockheed Martin(LMT)$ There are few things Red and Blue politicians agree on, except funding trillions in defense spending. Image 4. Even the bears are bullish on $NVIDIA(NVDA)$ Street low: $215 (+13%) Median: $265 (+40%) Average: $268 (+41%) Street high: $352 (+85%) Image Trading at a $4.6T marke
IWM, NVDA, LMT, TLT& XLU Welcome Great Potential to Buy!

THE AGENTIC AI SECURITY CHEAT SHEET

The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead of the actual product. This is what the real security stack looks like: Identity & Access (who/what is allowed to act in production) • $Zscaler Inc.(ZS)$ controls agent access & traffic across apps + networks • $Okta Inc.(OKTA)$ manages identity & access for humans + machine agents Endpoint & Workload Security (what runs on machines) • $SentinelOne, Inc(S)$ protects the machines & workloads agents run on • $CrowdStrike Holdings, Inc.(CRWD)$ is the interactive respons
THE AGENTIC AI SECURITY CHEAT SHEET

BTC, MSFT, EWZ, EEM& UPS Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $Bitcoin(BTC.USD.CC)$ & $Hut 8 Mining Corp(HUT)$ HUT 8 Ran 200% without Bitcoin. Now add Bitcoin. Image 2. $Microsoft(MSFT)$ Analysts want $600. Insiders are buying the 200-week. Image 3. $iShares MSCI Brazil ETF(EWZ)$ Reminder: Druckenmiller is long Brazil as EWZ snaps a 14-year downtrend. Image 4. $iShares MSCI Emerging Markets ETF(EEM)$ The bigger the base... Image 5. $United Parcel Service Inc(UPS)$ has been delivering everything but shareholder returns
BTC, MSFT, EWZ, EEM& UPS Enjoy Great Potential to Buy!

MACRO DATA JUST DROPPED& AI NEWS

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOGL)$ trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVIDIA(NVDA)$ stack. That includes investing ~$100M in Fluidstack at ~$8B valuation & backing projects tied to $Leverage Shares 2X Long CIFR Daily ETF(CIFG)$ , $Hut 8 Mining Corp(HUT)$ & $TeraWulf Inc.(WULF)$ to drive TPU demand. Image 2. $CoreWeave, Inc.(CRWV)$ down ~12% after reports
MACRO DATA JUST DROPPED& AI NEWS

NFLX, TLT, SPY, SNDK& GOOG Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $Alphabet(GOOG)$ Double bottom in the making? Image 2. $SanDisk Corp.(SNDK)$ Insert David Goggins meme because this thing has no chill. Image 3. While some traders were trying to short the tariff news today... ORB traders went 3-for-3 on the indexes. $SPDR S&P 500 ETF Trust(SPY)$ +3R ✅ Image 4. $iShares 20+ Year Treasury Bond ETF(TLT)$ Peek-a-boo. Image 5. $Netflix(NFLX)$ Generational entry loading on NFLX? 🍿 Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up
NFLX, TLT, SPY, SNDK& GOOG Welcome Great Potential to Buy!

GOOG: What's the Next Step?

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOG)$ Cloud grew 48% last quarter with a $240B backlog and now we know why. Gemini 3.1 Pro just took the #1 spot across multiple agentic AI and coding benchmarks. Image 2. $AppLovin Corporation(APP)$ is planning to launch its own next-gen social media platform after its TikTok bid failed. Management says the goal is to build proprietary organic traffic on top of AppLovin’s ad tech reversing $Meta Platforms, Inc.(META)$ playbook of building traffic first and monetizing later. Image 3. $Amazon.com(AMZN)$ ($717B) just passed
GOOG: What's the Next Step?

HIMS, SOFI, ONDS, SPY& LPTH Enjoy Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you! 1. $LightPath(LPTH)$ Hard move up off the volume shelf this week. Image 2. $SPDR S&P 500 ETF Trust(SPY)$ The last 2.5 months of price action... Image 3. $Ondas Holdings Inc.(ONDS)$ Starting to move up off the shelf. Image 4. $SoFi Technologies Inc.(SOFI)$ This area has been good for 4-5% upside the last two weeks. Image 5. $Hims & Hers Health Inc.(HIMS)$ Over the last 14 days, price has closed red 13 of those. Crazy Image For SG users only, Welcome to open a CBA today and enjoy access to a trading lim
HIMS, SOFI, ONDS, SPY& LPTH Enjoy Great Potential Here!

LMT, DE, CRCL, ADBE& NVDA Welcome Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you!! 1. $NVIDIA(NVDA)$ Why fight dilution when you can delete it? Image 2. Look how they massacred my boy. $Adobe(ADBE)$ 40-year trendline shattered. Image 3. Welcome to the 2025 IPO graveyard. 🪦💐 $Circle Internet Corp.(CRCL)$ -80% $Figma(FIG)$ -82% $Klarna Group plc(KLAR)$ -76% $Bullish(BLSH)$ -73% Image 4. $Lockheed Martin(LMT)$ Congress loaded the base. Now geopolitical tensions heat up. Some things just make sense. Image 5. B
LMT, DE, CRCL, ADBE& NVDA Welcome Great Upward Momentum!

AI Chain: The Competition of Data Center

Hello everyone! Today i want to share some trading ideas with you! 1. India data center firm Yotta is building a $2B+ AI compute hub powered by $NVIDIA(NVDA)$ Blackwell Ultra under a $1B+ 4-year DGX Cloud deal. Another large-scale AI factory is coming online in APAC by August extending Nvidia’s platform footprint beyond U.S. hyperscalers. Image 2. What’s more, $NVIDIA(NVDA)$ CEO Jensen Huang says Nvidia is preparing new chips for GTC 2026 “the world has never seen before.” Signals Nvidia’s product cadence is still accelerating even as Blackwell and Rubin are just ramping. 3. At the same time, $Alphabet(GOOGL)$ is building new subsea fiber routes linking India wi
AI Chain: The Competition of Data Center

RKLB, DASH, FIG, CVNA& HIMS Enjoy Happy Time or Suffer a Lot?

Hello everyone! Today i want to share some technical analysis with you! 1. In the last 12 months: $Hims & Hers Health Inc.(HIMS)$ stock: -73% Insider sells: $168.7M Insider buys: $0 Where's the conviction? Image 2. $Invesco QQQ(QQQ)$ Weekly TTM Squeeze hasn't lasted this long since 2023. Ticking time bomb. Image 3. $Carvana Co.(CVNA)$ DRIVING STRAIGHT OFF A CLIFF Image 4. 🟢 $Figma(FIG)$ +17% EARNINGS RIPPER Image 5. $DoorDash, Inc.(DASH)$ It all makes sense now. Image 6. Aerospace & Defense was the theme pre-market. $Rocket Lab USA, I
RKLB, DASH, FIG, CVNA& HIMS Enjoy Happy Time or Suffer a Lot?

HERE’S TODAY’S FOX BUSINESS SEGMENT

Hello everyone! Today i want to share some trading ideas with you! 1. • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CrowdStrike Holdings, Inc.(CRWD)$ as the interaction layer for agents, $Rubrik Inc.(RBRK)$ as the “undo button” for agents & $Zscaler Inc.(ZS)$ as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $Snowflake(SNOW)$ , $MongoDB Inc
HERE’S TODAY’S FOX BUSINESS SEGMENT