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.

What's the Next Step for AI Giants?

Hello everyone! Today i want to share some AI giants’ strategies during the turmoil. 1. $NVIDIA(NVDA)$ CEO Jensen Huang says OpenClaw could be the most important software release ever surpassing Linux adoption in just three weeks to become the most downloaded open-source project in history. He also described the coming AI “token economy” where companies run AI factories producing tokens as digital labor for the global IT industry. Image 2. $NEBIUS(NBIS)$ CRO said demand for AI infrastructure is far exceeding supply allowing company to prioritize high-value customers & shift toward longer-term contracts He added ASPs rose ~50%, year-long contracts doubled & customers now paying up to 100% upfront t
What's the Next Step for AI Giants?

AMZN, SPY, TEM, EEM& TSLA Overcome The Difficult Time?

Hello everyone! Today i want to share some technical analysis with you! 1. $Tesla Motors(TSLA)$ will the next expansion phase ever come? Image 2. $iShares MSCI Emerging Markets ETF(EEM)$ breakout retest underway as RSI cools off Image 3. $Tempus AI(TEM)$ one of Pelosi’s favorites now sitting on IPO support, below IPO VWAP, and cheaper than her last buy. Image Noted. 4. $SPDR S&P 500 ETF Trust(SPY)$ So far, even war hasn’t shaken this level Image 5. $Amazon.com(AMZN)$ holding trend while its P/E sits near historic lows Image For SG users only, Welcome to open a CBA today and enj
AMZN, SPY, TEM, EEM& TSLA Overcome The Difficult Time?
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
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
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

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

NKE, NVDA, ULTA, WMT& ARKK Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $ARK Innovation ETF(ARKK)$ clean risk-on / risk-off gauge here. Reclaim the neckline → risk back on. Reject and roll over → risk back off. Image 2. $NVIDIA(NVDA)$ Tech leaders on the edge. 13 straight earnings beats on the line. Next week decides everything. Image 3. Not every ORB break is the same. Context is everything. $Wal-Mart(WMT)$ swept Friday’s high at the open, failed instantly, then lost the range. Liquidity grab → reversal → ORB breakdown. That’s when shorts press. Image 4. $ulta beauty(ULTA)$ Never underestimate the power of women and t
NKE, NVDA, ULTA, WMT& ARKK Welcome Great Potential to Buy!

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?

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!

CRWV, ZETA, QXO, SLV& GLD Enjoy Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1. Looking launchy $SPDR Gold ETF(GLD)$ Image 2. $iShares Silver Trust(SLV)$ Volume shelf technically still valid here. Image 3. $QXO Inc(QXO)$ One of the stronger names in the market his year. Gap fills above at $59 Image 4. $Zeta Global Holdings Corp.(ZETA)$ Testing the diagonal trend zone going into mid February. Image 5. $CoreWeave, Inc.(CRWV)$ Actually stabilizing pretty well here. Volume gap above up to the $130 area. Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit
CRWV, ZETA, QXO, SLV& GLD Enjoy Upward Momentum!

SPY, ONDS, OPEN, SPOT& GOOG Enjoy Great Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you! 1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Weekly MACD downside crosses have been a pretty good signal for bigger downside moves over the last couple years. Google has been definitely responsible for partially holding up the market. Image 2. $Spotify Technology S.A.(SPOT)$ Finally found potential support at the December 2022 pivot VWAP zone after almost a 50% drawdown. Image 3. $Opendoor Technologies Inc(OPEN)$ Interesting setup here. Image 4. $Ondas Holdings Inc.(ONDS)$ Coiled up MACD curls + volume shelf/volum
SPY, ONDS, OPEN, SPOT& GOOG Enjoy Great Upward Momentum Here!

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

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!

NKE, NVDA, NVO, .SPX& XOM Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you! 1. $Exxon Mobil(XOM)$ Weekly shooting star. Capitulation Finder firing. Highest RSI since 2011. If you’ve been riding XOM, proceed with caution. Image 2. $S&P 500(.SPX)$ The multi-year channel resistance lines up perfectly with SPX 7,000. Because, of course it does. Image 3. $Novo-Nordisk A/S(NVO)$ Earnings: 📈 Stock Price: 📉 Close the gap ASAP. Image 4. $NVIDIA(NVDA)$ stock goes vertical while valuations compress. The real bull market is built on moves like this. Image 5. $Nike(NKE)$ insiders stepping in ar
NKE, NVDA, NVO, .SPX& XOM Welcome Great Potential Here!

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

5 Interesting Stocks to Own

Stock #1 - $Walt Disney(DIS)$ Where dreams come true. Disney is a family entertainment company that produces content and theme park rides/experiences. It sells merchandises also from its famous intellectual properties. Bog Iger is retiring, again. Josh D’Amaro, the head for the Disney Parks, Experiences and Products (PEP) will replace him. Markets cheer. Disney fans rejoice. After all, Disney had a rough patch these five years. Share price is down by 42.9% after climbing to its peak in 2021. D’Amaro brings with him almost 20 years of experience in the company. And he has steered the PEP segment to new heights. PEP generated 38% of Disney’s revenue, but contributed 72% of its operating income in 1Q 2026. Operating profit margin for the segment is hi
5 Interesting Stocks to Own

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