AI Wave: What Happen in the Booming Field
Hello everyone! Today i want to share some trading ideasi with you!
1
$Intel(INTC)$ earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance.
Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share.
That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself.
2
$Alphabet(GOOGL)$ is the most profitable company in the world with $240B in annual net income.
Google is the only player in the AI economy that owns the full stack: TPU silicon, Gemini models, Cloud infrastructure, Search and YouTube distribution plus Waymo on the application edge.
3
$SpaceX(SPCX)$ is reportedly turning away bookings for dedicated Falcon 9 launches beyond 2028 and has stopped taking future rideshare reservations as it bets on Starship.
If Starship isn't commercially ready by 2028 then the shift could create a major launch capacity gap for $Rocket Lab USA, Inc.(RKLB)$.
4
$NEBIUS(NBIS)$ may be the biggest beneficiary of $Alphabet(GOOGL)$ capacity shortage because the company still needs third party compute even after doubling quarterly capex.
That shortage is exactly what Nebius is built to solve by offering immediately available full stack AI infrastructure to customers that cannot wait years for new data centers.
The demand is already visible with management saying at least four customers are competing for every GPU it brings online while deals with $Microsoft(MSFT)$ an $Meta Platforms, Inc.(META)$ validate the platform.
5
$Advanced Micro Devices(AMD)$ raised its server CPU TAM estimate to more than $200B by 2030 while already holding 46% revenue share.
That expansion is being driven by agentic AI shifting CPU-to-GPU ratios from roughly 1:8 toward 1:1.
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