To The Moon

Hello everyone! Today i want to share some trading ideas with you! 1 When $NVIDIA(NVDA)$ talks about a $20B CPU opportunity, you should immediately think $ARM Holdings(ARM)$ because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing. 2 $Pa

Hello everyone! Today i want to share some trading ideas with you! 1 $Ambarella(AMBA)$ up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras. Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible. 2 $Amazon.com(AMZN)$ plans to open a fully robotic logistics center in Poland in October 2026. The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe. 3 $Rocke

Hello everyone! Today i want to share some trading ideas with you! 1 $AeroVironment(AVAV)$ up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions Its Switchblade drones are low-cost strike systems built to launch, hit a target and be replaced making AeroVironment one of the clearest plays on modern drone warfare. 2 $Palantir Technologies Inc.(PLTR)$ and $NVIDIA(NVDA)$ are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies. Palantir gives mission-critical organizations the operating layer to securely deploy, cu

Hello everyone! Today i want to share some trading ideas with you! 1 Absolutely wild that $Micron Technology(MU)$, Samsung and SK Hynix went from losing money to generating a combined ~$775B in annual profit within five years. AI has turned memory into the bottleneck of bottlenecks with data center demand bidding up HBM, tightening DRAM supply and making memory the tax every AI workload has to pay. 2 $Amazon.com(AMZN)$ is on track to become the first company to cross $1 trillion in annual revenue by 2028. What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI

The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $Micron Technology(MU)$, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity |

Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at

1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of

One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AeroVironment(AVAV)$ (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Apple(AAPL)$ will reportedly use $Alphabet(GOOGL)$ Cloud's $NVIDIA(NVDA)$ Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity. 2 $Amazon.com(AMZN)$ unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfil

Hello everyone! Today i want to share some trading idea with you! 1 $IREN Ltd(IREN)$ owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected. 2 $T1 ENERGY INC(TE)$ agreed to acquire KORE Power for ~$32M giving T1 Energy direct exposure to battery storage and AI data center infrastructure. The deal adds KORE’s utility-scale battery storage platform with ~1,100 global projects and is expected to contribute ~$20M of EBITDA in 202