To The Moon

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 management’s return framework far more credible as server and networking investments are expected to break even in under 3 years remain useful for at least 5-6 years and generate meaningful FCF after the original investment is recovered.

2

$Tesla Motors(TSLA)$ is reportedly considering separating its China business ahead of a potential $SpaceX(SPCX)$ deal.

The move would create a regulatory firewall between Tesla’s China operations and SpaceX’s sensitive U.S. defense work.

3

Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows.

Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless.

This is why the stock market is the greatest game on Earth.