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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.

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    • ShayBoloorShayBoloor
      ·14:00

      Optical Interconnect Names are Running

      Optical interconnect names are running because $NVIDIA(NVDA)$ CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidable as AI clusters scale across full data centers. Thats why optical components, transceivers, DSPs, silicon photonics & testing names are getting re-rated today: • $Marvell Technology(MRVL)$ +30% • $Aehr Test(AEHR)$ +21% • $COHERENT(COHR)$ +16% • $Lumentum(LITE)$ +12% •
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      Optical Interconnect Names are Running
    • Jake_WujastykJake_Wujastyk
      ·13:51

      SMR, TSLA, URA, .SPX& OKLO Enjoy Great Recovery to Buy!

      Hello everyone! Today i want to share some technical analysis with you! 1 $Oklo Inc.(OKLO)$ If this clears the top of the shelf here at $74.65, watch out for $80 quickly. 2 $SPDR S&P 500 ETF Trust(SPY)$$S&P 500(.SPX)$ Going for another try at the divergence. Keep in mind what was green this morning. Those will likely lead again if the market pulls back. Nuclear names stood out the most to me. $Oklo Inc.(OKLO)$ $NuScale Power(SMR)$ $Terrestr
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      SMR, TSLA, URA, .SPX& OKLO Enjoy Great Recovery to Buy!
    • TrendSpiderTrendSpider
      ·12:07

      PANW, GTLB, MS, XLE& AMZN Enjoy Great Rebound Now

      Hello everyone! Today i want to share some technical analysis with you! 1 June is Amazon's month to shine ☀️ $Amazon.com(AMZN)$ 2 Chips get the headlines. Power gets the load. $Energy Select Sector SPDR Fund(XLE)$ 3 The market is ready for SpaceX... 👀 Morgan Stanley + Goldman Sachs are lead underwriters on the deal. $Morgan Stanley(MS)$ $Goldman Sachs(GS)$ 4 BOOM 🔥🟢 $GitLab, Inc.(GTLB)$ +13% in after-hours 5 $Palo Alto Networks(PANW)$ RIPPING on a
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      PANW, GTLB, MS, XLE& AMZN Enjoy Great Rebound Now
    • ShayBoloorShayBoloor
      ·06-02 11:52

      What's the Logic of AI Chain?

      Hello everyone! Today i want to share some trading ideas with you! 1 Jensen Huang says demand for $NVIDIA(NVDA)$ Vera CPU platform could eventually exceed demand for its GPU lineup. He also said Nvidia will use off-the-shelf $ARM Holdings(ARM)$ technology where possible rather than building custom CPU cores. 2 $Snowflake(SNOW)$ & Anthropic are expanding their AI partnership as Claude gains traction inside Cortex AI. Snowflake lets enterprises run Claude on governed data without moving sensitive information outside their environment turning Cortex AI into a production layer for trusted AI agents. 3 Interesting tim
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      What's the Logic of AI Chain?
    • TrendSpiderTrendSpider
      ·06-02 11:23

      AAPL, OPEN, TTD, AMC& HPE Enjoy Great Potential to Buy!

      Hello everyone! Today i want to share some technical analysis with you! 1 Investing Hack #4: Buy great companies at the 200 weekly EMA and hold on tight 🔒 $Apple(AAPL)$ 2 Knock knock $Opendoor Technologies Inc(OPEN)$ 3 Finding its footing 👀 $Trade Desk Inc.(TTD)$ 4 The apes are here to play 🦧 $AMC Entertainment(AMC)$ 5 GOD CANDLE $Hewlett Packard Enterprise(HPE)$ +25% in after-hours 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practi
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      AAPL, OPEN, TTD, AMC& HPE Enjoy Great Potential to Buy!
    • ShayBoloorShayBoloor
      ·06-01 15:51

      NVDA: AI Story is Booming!

      Hello everyone! Today i want to share some ai trading ideas with you! 1 Jensen Huang just said $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entirely on the cloud. The next generation of PCs will run AI agents that work alongside the user. Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.” $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ unveiled RTX Spark which will be the
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      NVDA: AI Story is Booming!
    • TrendSpiderTrendSpider
      ·06-01 15:11

      META, SOFI, CVNA, AAPL& NOC Welcome Great Potential to Buy!

      Hello everyone! Today i want to share some technical analysis with you! 1 The ensemble sings once again $Northrop Grumman(NOC)$ 2 Apple hasn't seen 10 consecutive weeks higher since 2009 👀🍎 $Apple(AAPL)$ 3 The Carvana comeback has hit some traffic ⚠️ $Carvana Co.(CVNA)$ 4 Bulls aren't going down without a fight $Meta Platforms, Inc.(META)$ 5 You have my attention $SoFi Technologies Inc.(SOFI)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items a
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      META, SOFI, CVNA, AAPL& NOC Welcome Great Potential to Buy!
    • ShayBoloorShayBoloor
      ·05-30

      AI Stories: Can you Become the Top Winner in the Game?

      Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3
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      AI Stories: Can you Become the Top Winner in the Game?
    • TrendSpiderTrendSpider
      ·05-30

      SPY, DELL, FIG, HOOD& SMCI Enjoy Great Potential!

      Hello everyone! Today i want to share some technical analysis with you! 1 Sweet mother of bull flags $SUPER MICRO COMPUTER INC(SMCI)$ 2 And the cycle resets $Robinhood(HOOD)$ 3 Redesigning the trend with volume picking up off the lows 👀 $Figma(FIG)$ 4 I'M RUNNING OUT OF FIBS $Dell Technologies Inc.(DELL)$ 5 Investing Hack #3: When the market dips, don't overthink it. Just buy. $SPDR S&P 500 ETF Trust(SPY)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 hig
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      SPY, DELL, FIG, HOOD& SMCI Enjoy Great Potential!
    • ShayBoloorShayBoloor
      ·05-29

      AI Trading Ideas: Can we Make Profits from it?

      Hello everyone! Today i want to share some ai trading stories with you! 1 Anthropic reportedly raised $65B at a ~$965B post-money valuation making it the world’s most valuable AI startup. $Micron Technology(MU)$, Samsung and SK Hynix joined the round as major investors tying the AI model race even closer to the memory supply chain. 2 $T1 ENERGY INC(TE)$ is trying to become the face of American solar manufacturing. Its Stage 3 layer assembly process uses 182 robots across 5 layers to build solar modules with machine-level precision designed for decades of real-world performance. 3 $IBM(IBM)$ plans to invest more than $10B
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      AI Trading Ideas: Can we Make Profits from it?
    • Jake_WujastykJake_Wujastyk
      ·05-29

      BBAI, SPY& PLTR Welcome the Crossroad Right Now?

      Hello everyone! Today i want to share some technical analysis with you! 1 $Palantir Technologies Inc.(PLTR)$ Descending triangle breakouts can be extremely aggressive. 2 $SPDR S&P 500 ETF Trust(SPY)$ Whatever you do, do not show this to that bearish friend of yours. 3 $BigBear.ai Holdings(BBAI)$ This thing may want $5.77 tomorrow at this point. Buckle up. This could go parabolic. I was being conservative on this backtest and didn't include the 1000% move in the average move. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and
      看3.13K回复Comment
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      BBAI, SPY& PLTR Welcome the Crossroad Right Now?
    • TrendSpiderTrendSpider
      ·05-29

      ASAN, DELL, FSLR, NVDA& PLUG Enjoy Great Upward Momentum Here!

      Hello everyone! Today i want to share some technical analysis with you! 1 Now that's a cup worth watching $Plug Power(PLUG)$ 2 I could go for seconds 🍴 $NVIDIA(NVDA)$ 3 That handle never stood a chance ☀️ $First Solar(FSLR)$ 4 Dell $Dell Technologies Inc.(DELL)$ OVER +30% in after-hours 🔥 It has now risen nearly $100 / SHARE, from ~$320 to $415, in the past 90 minutes, gaining over $50B in market cap. 5 $Asana, Inc.(ASAN)$ WOAHHHH 🔥 Adj EPS: $0.10 vs $0.07 est REV: $205.095M vs $203.614M est 🟩 +21.26
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      ASAN, DELL, FSLR, NVDA& PLUG Enjoy Great Upward Momentum Here!
    • ShayBoloorShayBoloor
      ·05-28

      The Fairy Tale will Come True?

      Hello everyone! Today i want to share some ai trading ideas with you! 1 $Amazon.com(AMZN)$ just signed a new $6B agreement with $Snowflake(SNOW)$ for its agentic computing chips. Snowflake plans to spend $6B with Amazon over the next five years deepening AWS’s role as the infrastructure layer behind enterprise AI workloads. 2 $Amazon.com(AMZN)$ first 48 Leo satellites are preparing to launch on Blue Origin’s New Glenn. This marks the first of 24 planned launches as Amazon starts building out its satellite internet network. 3 NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build
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      The Fairy Tale will Come True?
    • ShayBoloorShayBoloor
      ·05-27

      AI Stories Are Booming

      Hello everyone! Today i want to share some trading ideas with you! 1 $Oklo Inc.(OKLO)$ was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 $Broadcom(AVGO)$ launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 $SpaceX(SPCX)$ Starlink and
      看1.65K回复2
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      AI Stories Are Booming
    • Jake_WujastykJake_Wujastyk
      ·05-27

      MU, FCX, SPY, TSLA& NKE Enjoy Great Potential to Buy!

      Hello everyone! Today i want to share some technical analysis with you! 1 $Nike(NKE)$ Talk about an absolutely massive volume gap above. 2 $Tesla Motors(TSLA)$ Ascending triangle setup on the monthly candle chart. 3 $SPDR S&P 500 ETF Trust(SPY)$ This is just getting weird at this point... IF this analog continues, we should see $820 by August. 4 $Freeport-McMoRan(FCX)$ Volume shelf setup on the weekly candle chart. 5 $Micron Technology(MU)$ Missed the 1.618 extension of the May 11th to 19th measured m
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      MU, FCX, SPY, TSLA& NKE Enjoy Great Potential to Buy!
    • TrendSpiderTrendSpider
      ·05-27

      NOW, RR, WDC, RSP& TSLA Enjoy Great Upward Momentum!

      Hello everyone! Today i want to share some technical analysis with you! 1 Options data was never meant for a separate tab... it belongs with the chart. $Tesla Motors(TSLA)$ 2 The equal-weight S&P 500 $Invesco S&P 500 Equal Weight ETF(RSP)$ is logging new highs as breadth widens. The rally has finally spread to the rest of the market. 3 Not a pullback in sight... 🟢 $Western Digital(WDC)$ 14 green months in a row 4 Beep boop boop beep ☕️🤖👀 $Richtech Robotics(RR)$ 5 Investing Hack #2: When the chart breaks but the fundamentals don't, start paying close atte
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      NOW, RR, WDC, RSP& TSLA Enjoy Great Upward Momentum!
    • ShayBoloorShayBoloor
      ·05-26

      NVDA: EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027

      Hello everyone! Today i want to share some AI trading ideas with you! 1 $IREN Ltd(IREN)$ CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030. With agentic AI token demand projected to rise 24x by 2030, the companies that already control land, power, interconnects & operations are sitting on infrastructure that money alone cannot replicate this decade. 2 SK Hynix just found a way to cool HBM memory from inside the package by cutting thermal resistance by 30% & paving the way for HBM5 stacking. With SK Hynix already supplying a major share of next-gen HBM for $NVIDIA(NVDA)$ Rubin, this shows why memory is becoming
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      NVDA: EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027
    • TrendSpiderTrendSpider
      ·05-26

      GE, HPQ, AVAV, JPM& EOSE Enjoy Great Upward Momentum!

      Hello everyone! Today i want to share some technical analysis with you! 1 Slow and steady $Eos Energy Enterprises Inc.(EOSE)$ 2 America's largest bank is quiet and coiled $JPMorgan Chase(JPM)$ 3 Trying to print a reversal $HP Inc(HPQ)$ 4 $AeroVironment(AVAV)$ breaking the downtrend as the drone trade wakes back up. 5 $GE Aerospace(GE)$ rode VWAP into the wedge break 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and
      看1.11K回复Comment
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      GE, HPQ, AVAV, JPM& EOSE Enjoy Great Upward Momentum!
    • ShayBoloorShayBoloor
      ·05-25

      THE PHOTONICS LAYER OF THE AI BUILDOUT

      Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVIDIA(NVDA)$ Rubin Ultra NVL576. The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects: • $Aehr Test(AEHR)$ burn-in & reliability test systems for photonics and AI hardware • $Applied Optoelectronics(AAOI)$ data center optical transceivers with in-house laser manufacturing • $Lume
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      THE PHOTONICS LAYER OF THE AI BUILDOUT
    • ShayBoloorShayBoloor
      ·05-25

      AI Chains: RKLB, NVDA, IREN& MU

      Hello everyone! Today i want to share some trading ideas with you! 1 $Micron Technology(MU)$, Samsung & SK Hynix are now expected to generate $646B in operating income in 2027 turning memory into one of the biggest profit pools in the AI infrastructure stack. HBM is displacing standard DRAM at a roughly 3:1 wafer ratio just as inference, agents & robotics are making memory bandwidth structurally critical. 2 $IREN Ltd(IREN)$ gives a look inside the liquid cooling system at its Childress site. This matters because liquid cooling is what lets AI data centers pack more GPUs into same footprint without heat becoming the limiting factor. 3 Jensen Huang is now collecting $20
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      AI Chains: RKLB, NVDA, IREN& MU
    • Jake_WujastykJake_Wujastyk
      ·13:51

      SMR, TSLA, URA, .SPX& OKLO Enjoy Great Recovery to Buy!

      Hello everyone! Today i want to share some technical analysis with you! 1 $Oklo Inc.(OKLO)$ If this clears the top of the shelf here at $74.65, watch out for $80 quickly. 2 $SPDR S&P 500 ETF Trust(SPY)$$S&P 500(.SPX)$ Going for another try at the divergence. Keep in mind what was green this morning. Those will likely lead again if the market pulls back. Nuclear names stood out the most to me. $Oklo Inc.(OKLO)$ $NuScale Power(SMR)$ $Terrestr
      看995回复Comment
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      SMR, TSLA, URA, .SPX& OKLO Enjoy Great Recovery to Buy!
    • TrendSpiderTrendSpider
      ·12:07

      PANW, GTLB, MS, XLE& AMZN Enjoy Great Rebound Now

      Hello everyone! Today i want to share some technical analysis with you! 1 June is Amazon's month to shine ☀️ $Amazon.com(AMZN)$ 2 Chips get the headlines. Power gets the load. $Energy Select Sector SPDR Fund(XLE)$ 3 The market is ready for SpaceX... 👀 Morgan Stanley + Goldman Sachs are lead underwriters on the deal. $Morgan Stanley(MS)$ $Goldman Sachs(GS)$ 4 BOOM 🔥🟢 $GitLab, Inc.(GTLB)$ +13% in after-hours 5 $Palo Alto Networks(PANW)$ RIPPING on a
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      PANW, GTLB, MS, XLE& AMZN Enjoy Great Rebound Now
    • ShayBoloorShayBoloor
      ·14:00

      Optical Interconnect Names are Running

      Optical interconnect names are running because $NVIDIA(NVDA)$ CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidable as AI clusters scale across full data centers. Thats why optical components, transceivers, DSPs, silicon photonics & testing names are getting re-rated today: • $Marvell Technology(MRVL)$ +30% • $Aehr Test(AEHR)$ +21% • $COHERENT(COHR)$ +16% • $Lumentum(LITE)$ +12% •
      看378回复Comment
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      Optical Interconnect Names are Running
    • ShayBoloorShayBoloor
      ·06-02 11:52

      What's the Logic of AI Chain?

      Hello everyone! Today i want to share some trading ideas with you! 1 Jensen Huang says demand for $NVIDIA(NVDA)$ Vera CPU platform could eventually exceed demand for its GPU lineup. He also said Nvidia will use off-the-shelf $ARM Holdings(ARM)$ technology where possible rather than building custom CPU cores. 2 $Snowflake(SNOW)$ & Anthropic are expanding their AI partnership as Claude gains traction inside Cortex AI. Snowflake lets enterprises run Claude on governed data without moving sensitive information outside their environment turning Cortex AI into a production layer for trusted AI agents. 3 Interesting tim
      看1.36K回复1
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      What's the Logic of AI Chain?
    • TrendSpiderTrendSpider
      ·06-02 11:23

      AAPL, OPEN, TTD, AMC& HPE Enjoy Great Potential to Buy!

      Hello everyone! Today i want to share some technical analysis with you! 1 Investing Hack #4: Buy great companies at the 200 weekly EMA and hold on tight 🔒 $Apple(AAPL)$ 2 Knock knock $Opendoor Technologies Inc(OPEN)$ 3 Finding its footing 👀 $Trade Desk Inc.(TTD)$ 4 The apes are here to play 🦧 $AMC Entertainment(AMC)$ 5 GOD CANDLE $Hewlett Packard Enterprise(HPE)$ +25% in after-hours 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practi
      看2.53K回复Comment
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      AAPL, OPEN, TTD, AMC& HPE Enjoy Great Potential to Buy!
    • ShayBoloorShayBoloor
      ·06-01 15:51

      NVDA: AI Story is Booming!

      Hello everyone! Today i want to share some ai trading ideas with you! 1 Jensen Huang just said $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entirely on the cloud. The next generation of PCs will run AI agents that work alongside the user. Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.” $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ unveiled RTX Spark which will be the
      看402回复Comment
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      NVDA: AI Story is Booming!
    • TrendSpiderTrendSpider
      ·06-01 15:11

      META, SOFI, CVNA, AAPL& NOC Welcome Great Potential to Buy!

      Hello everyone! Today i want to share some technical analysis with you! 1 The ensemble sings once again $Northrop Grumman(NOC)$ 2 Apple hasn't seen 10 consecutive weeks higher since 2009 👀🍎 $Apple(AAPL)$ 3 The Carvana comeback has hit some traffic ⚠️ $Carvana Co.(CVNA)$ 4 Bulls aren't going down without a fight $Meta Platforms, Inc.(META)$ 5 You have my attention $SoFi Technologies Inc.(SOFI)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items a
      看2.14K回复Comment
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      META, SOFI, CVNA, AAPL& NOC Welcome Great Potential to Buy!
    • ShayBoloorShayBoloor
      ·05-30

      AI Stories: Can you Become the Top Winner in the Game?

      Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3
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      AI Stories: Can you Become the Top Winner in the Game?
    • TrendSpiderTrendSpider
      ·05-30

      SPY, DELL, FIG, HOOD& SMCI Enjoy Great Potential!

      Hello everyone! Today i want to share some technical analysis with you! 1 Sweet mother of bull flags $SUPER MICRO COMPUTER INC(SMCI)$ 2 And the cycle resets $Robinhood(HOOD)$ 3 Redesigning the trend with volume picking up off the lows 👀 $Figma(FIG)$ 4 I'M RUNNING OUT OF FIBS $Dell Technologies Inc.(DELL)$ 5 Investing Hack #3: When the market dips, don't overthink it. Just buy. $SPDR S&P 500 ETF Trust(SPY)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 hig
      看910回复Comment
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      SPY, DELL, FIG, HOOD& SMCI Enjoy Great Potential!
    • ShayBoloorShayBoloor
      ·05-29

      AI Trading Ideas: Can we Make Profits from it?

      Hello everyone! Today i want to share some ai trading stories with you! 1 Anthropic reportedly raised $65B at a ~$965B post-money valuation making it the world’s most valuable AI startup. $Micron Technology(MU)$, Samsung and SK Hynix joined the round as major investors tying the AI model race even closer to the memory supply chain. 2 $T1 ENERGY INC(TE)$ is trying to become the face of American solar manufacturing. Its Stage 3 layer assembly process uses 182 robots across 5 layers to build solar modules with machine-level precision designed for decades of real-world performance. 3 $IBM(IBM)$ plans to invest more than $10B
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      AI Trading Ideas: Can we Make Profits from it?
    • Jake_WujastykJake_Wujastyk
      ·05-29

      BBAI, SPY& PLTR Welcome the Crossroad Right Now?

      Hello everyone! Today i want to share some technical analysis with you! 1 $Palantir Technologies Inc.(PLTR)$ Descending triangle breakouts can be extremely aggressive. 2 $SPDR S&P 500 ETF Trust(SPY)$ Whatever you do, do not show this to that bearish friend of yours. 3 $BigBear.ai Holdings(BBAI)$ This thing may want $5.77 tomorrow at this point. Buckle up. This could go parabolic. I was being conservative on this backtest and didn't include the 1000% move in the average move. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and
      看3.13K回复Comment
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      BBAI, SPY& PLTR Welcome the Crossroad Right Now?
    • TrendSpiderTrendSpider
      ·05-29

      ASAN, DELL, FSLR, NVDA& PLUG Enjoy Great Upward Momentum Here!

      Hello everyone! Today i want to share some technical analysis with you! 1 Now that's a cup worth watching $Plug Power(PLUG)$ 2 I could go for seconds 🍴 $NVIDIA(NVDA)$ 3 That handle never stood a chance ☀️ $First Solar(FSLR)$ 4 Dell $Dell Technologies Inc.(DELL)$ OVER +30% in after-hours 🔥 It has now risen nearly $100 / SHARE, from ~$320 to $415, in the past 90 minutes, gaining over $50B in market cap. 5 $Asana, Inc.(ASAN)$ WOAHHHH 🔥 Adj EPS: $0.10 vs $0.07 est REV: $205.095M vs $203.614M est 🟩 +21.26
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      ASAN, DELL, FSLR, NVDA& PLUG Enjoy Great Upward Momentum Here!
    • ShayBoloorShayBoloor
      ·05-28

      The Fairy Tale will Come True?

      Hello everyone! Today i want to share some ai trading ideas with you! 1 $Amazon.com(AMZN)$ just signed a new $6B agreement with $Snowflake(SNOW)$ for its agentic computing chips. Snowflake plans to spend $6B with Amazon over the next five years deepening AWS’s role as the infrastructure layer behind enterprise AI workloads. 2 $Amazon.com(AMZN)$ first 48 Leo satellites are preparing to launch on Blue Origin’s New Glenn. This marks the first of 24 planned launches as Amazon starts building out its satellite internet network. 3 NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build
      看1.29K回复Comment
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      The Fairy Tale will Come True?
    • ShayBoloorShayBoloor
      ·05-27

      AI Stories Are Booming

      Hello everyone! Today i want to share some trading ideas with you! 1 $Oklo Inc.(OKLO)$ was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 $Broadcom(AVGO)$ launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 $SpaceX(SPCX)$ Starlink and
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      AI Stories Are Booming
    • ShayBoloorShayBoloor
      ·05-16

      AI Stories are Continuing: AMZN, NVDA& CBRS

      Hello everyone! Today i want to share some AI trading ideas with you! 1 DDR5 MEMORY PRICES UP NEARLY 10X DDR4 is older memory that was being phased out but it's spiking too as $Micron Technology(MU)$, Samsung & SK Hynix shift wafer capacity from conventional memory into HBM for AI chips. The AI cycle is pulling on compute, memory, storage & servers at the same time with pricing power now flowing through the rest of the hardware stack. 2 Great to be featured in the Wall Street Journal today talking about the $Cerebras Systems(CBRS)$ IPO. Cerebras is attacking one of the biggest bottlenecks in the AI economy like running massive models faster, cheaper and more efficient
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      AI Stories are Continuing: AMZN, NVDA& CBRS
    • ShayBoloorShayBoloor
      ·05-18

      MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK

      Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive amount of CPU-bound work around the GPU. The best way to think about this is the GPU will still continue being the engine but CPU will now become the traffic controller. If AI agents are going to run inside enterprises all day across millions of workflows then the CPU layer becomes a much more important part of the AI infrastructure stack. 1. $Advanced Micro Devices(AMD)$ AMD is the cleanest way to play the agentic AI CPU bottleneck through EPYC where they just posted record Q1 data center revenue of $5.8B (+57% YoY) and biggest gem was AMD capturing ~46% of server CPU revenue despite only 27% unit sha
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      MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK
    • ShayBoloorShayBoloor
      ·05-22

      AI Story Continues to Say

      Hello everyone! Today i want to share some ai trading ideas with you! 1 $Advanced Micro Devices(AMD)$ CEO Lisa Su says CPU market is tight and expects demand to grow more than 35% annually over the next five years. AMD will keep ramping supply every quarter this year with more planned for 2027 while staying committed to China despite U.S. export controls on high-end GPUs. 2 $Advanced Micro Devices(AMD)$ CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster. She said AMD’s two major bets were $Taiwan Semiconductor Manufacturing(TSM)$ and advanced packaging a
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      AI Story Continues to Say
    • ShayBoloorShayBoloor
      ·05-25

      AI Chains: RKLB, NVDA, IREN& MU

      Hello everyone! Today i want to share some trading ideas with you! 1 $Micron Technology(MU)$, Samsung & SK Hynix are now expected to generate $646B in operating income in 2027 turning memory into one of the biggest profit pools in the AI infrastructure stack. HBM is displacing standard DRAM at a roughly 3:1 wafer ratio just as inference, agents & robotics are making memory bandwidth structurally critical. 2 $IREN Ltd(IREN)$ gives a look inside the liquid cooling system at its Childress site. This matters because liquid cooling is what lets AI data centers pack more GPUs into same footprint without heat becoming the limiting factor. 3 Jensen Huang is now collecting $20
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      AI Chains: RKLB, NVDA, IREN& MU
    • ShayBoloorShayBoloor
      ·05-25

      THE PHOTONICS LAYER OF THE AI BUILDOUT

      Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVIDIA(NVDA)$ Rubin Ultra NVL576. The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects: • $Aehr Test(AEHR)$ burn-in & reliability test systems for photonics and AI hardware • $Applied Optoelectronics(AAOI)$ data center optical transceivers with in-house laser manufacturing • $Lume
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      THE PHOTONICS LAYER OF THE AI BUILDOUT
    • ShayBoloorShayBoloor
      ·05-15

      AI Story and Industry Chain: CBRS, ONDS, ZETA, ONDS& NBIS

      Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online. This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in. 2 $Ondas Holdings Inc.(ONDS)$ revenue is expected to reach nearly $1B a year by 2028. That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform. 3 Joshua Kushner’s firm Thrive Capital just made a new $100M investment in
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      AI Story and Industry Chain: CBRS, ONDS, ZETA, ONDS& NBIS
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