To The Moon

Hello everyone! Today i want to share some trading ideas with you! 1 $Alphabet(GOOGL)$ just introduced Gemini 3.7 Flash with introductory pricing of $0.75 per 1M input tokens and $3.75 per 1M output tokens. Gemini 3.7 Flash pairs low pricing with a ~44% FrontierCode 1.1 score versus ~43% for Claude Sonnet 5 and ~41% for GPT-5.6 Terra. 2 $Meta Platforms, Inc.(META)$ has joined the HBF consortium alongside $SanDisk Corp.(SNDK)$ and $SK hynix(SKHY)$ as the first High Bandwidth Flash spec is released. Meta’s involvement gives SanDisk another hyperscaler partner

Hello everyone！Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ is up nearly 30% because this quarter showed the AI compute shortage is translating into better pricing, faster paybacks, higher margins and better financing. Nebius now earns ~$25M per MW on normal contracts and up to $50M for immediate capacity while Q2 deals pay back in under two years and customers fund roughly half the capex upfront. That pricing power is already showing up in the market with its first capacity auction clearing 15% above prior $NVIDIA(NVDA)$ Blackwell pricing, AI cloud margins reaching 50% and management saying it could sell all of 2027 capacity today.

Hello everyone! Today i want to share some trading ideas with you! 1 I came away from $AST SpaceMobile, Inc.(ASTS)$ earnings more bullish because the business is moving to actually building the network with revenue roughly doubling sequentially to $32M, backlog reaching ~$1.3B, 13 satellites now in orbit and production already extending through BlueBird 46. With more than $3.7B of liquidity, financing the first phase looks much less risky while the bigger execution question is how quickly ~$610M of quarterly capex can turn satellites, launches, manufacturing and gateways into a functioning commercial network. That spending is what eventually unlocks the model because AST is effectively building a cellular network before turning it

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Micron Technology(MU)$ is on pace to generate over $500B in profit over the next three years: • 2026: $98B (+904% YoY) • 2027: $198B (+102% YoY) • 2028: $207B (+4% YoY) The best part is there’s a real chance future memory demand ends up being driven by applications the industry isn’t even planning capacity around today. 2 $AST SpaceMobile, Inc.(ASTS)$ may ultimately be much more than a satellite phone network because the same physical architecture is already generating government radar revenue and attracting sovereign constellation funding. But the valuation still ultimately depends on the core broadband

AST uses BlueBird satellites in low Earth orbit to connect ordinary smartphones directly to broadband at speeds up to ~200 Mbps then routes that traffic through ground gateways back into the carrier’s existing network. That lets AST extend coverage for nearly 60 MNO partners covering 3B+ subscribers without requiring new phones, apps or billing while using the carriers’ spectrum and customer relationships. The model is essentially a wholesale revenue share so AST keeps 50% of subscription and day-pass revenue with estimates scaling from ~3M subscribers and ~300M of subscription revenue in 2027 to ~30M subscribers, ~$2B of subscription revenue by 2030. The technology is proven but the next phase is a lot of execution because reaching those estimates depends on launching enough BlueBirds, ad

Hello everyone! Today i want to share some trading ideas with you! 1 $Alphabet(GOOGL)$ could build a $50B annual TPU-as-a-service business by 2028. Barclays estimates external TPU sales could generate ~$22B in revenue per gigawatt at a 25% gross margin by then while opening a major new revenue pool for $Broadcom(AVGO)$. At just over 2 GW of deployments, Google would turn TPUs from an internal cloud advantage into a standalone merchant compute platform. $Alphabet(GOOGL)$ just delivered the most profitable quarter in corporate history and its first above $100B in net income helped by gains from its

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Amazon.com(AMZN)$ Zoox secured the first U.S. approval to commercially deploy purpose-built robotaxis without steering wheels or pedals. The exemption allows up to 2,500 vehicles annually for two years and clears the way for paid rides pending local approval. $Amazon.com(AMZN)$ finally connected AI demand, capex, margins and the payback period inside one coherent explanation. AWS is already a ~$179B annual revenue business growing almost 37% with margins near 39% while backlog has reached ~$500B and both its AI and custom-chip businesses have surpassed $25B run rates. That operating strength makes mana

Hello everyone! Today i wan to share some ai trading ideas with you! 1 $Microsoft(MSFT)$ has one of the clearest full-stack AI monetization stories in the market today. Azure captures infrastructure spending, Foundry monetizes model deployment and governance, Fabric and its databases own the data layer while Copilot, GitHub, Dynamics and Microsoft 365 capture the application layer. That breadth is already showing up in the numbers with Azure growing 43% despite surpassing $100B in annual revenue, guidance accelerating toward 45% next quarter and commercial RPO reaching $678B. MSFT added another gigawatt of capacity this quarter and remains on track to roughly double total capacity within two years. That expansion included 31 new da

Hello everyone! Today i want to share some ai trading ideas with you! 1 Semiconductors are on track for their worst month since 2022 as several macro shocks hit the market’s most crowded trade at once. The market going back into "war mode" raised fears around oil, inflation, interest rates and supply chains breaking momentum before concerns over AI infrastructure returns and Kimi K3 revived many of the same fears that followed DeepSeek. I view this as a macro and positioning reset rather than evidence that the AI cycle is breaking simultaneously across every layer of the semiconductor supply chain from $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$ and

Hello everyone! Today i want to share some trading ideas with you! 1 I think its wild how much the market is overreacting to $Alphabet(GOOGL)$ raising annual capex by $15B to $200B and posting its first negative FCF quarter since 2005 Few companies are more trustworthy with that investment than one that's generated an average ROIC of ~37% over that period 2 $Advanced Micro Devices(AMD)$ is expected to nearly triple annual revenue to more than $100B by 2028 as MI450 and Helios drive the next phase of data center growth. That ramp could establish Instinct as a credible second source at scale as inference demand expands enough to support multiple winners. 3