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

Hello everyone! Today i want to share some trading ideas with you! 1 I don't view $T1 ENERGY INC(TE)$ as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout. Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched. Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market. 2 Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close t

Hello everyone! Today i want to share some AI stories with you! 1 $Rocket Lab USA, Inc.(RKLB)$ proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year). That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place. Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale. 2 President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilte

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

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

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

Hello everyone! Today i want to share some AI stories with you! 1 $NEBIUS(NBIS)$one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate. Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue. Nebius is positioning itself as the cloud utility for the agentic AI era. 2 $NVIDIA(NVDA)$just hit new all-time highs and crossed a $5.5T market cap for the first time ever. Nvidia is now worth more than the GDP of every country in the world except the U.S. and China. 3 $Eos Energy Enterprises Inc.(E

Hello everyone! Today i want to share some trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem. 2 The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nucl

Hello everyone! Today i want to share some trading ideas with you! 1 Seth Klarman Investing Rules 2 Nice visual of how sectors move based on where we are in the business cycle: 3 I always invest with the intention of holding forever. I actually hold until: 1) The thesis is busted 2) I want to use the capital for something else 4 Cash Flow Ratios Every Investor Should Memorize: 5 Face value. Fair value. Market value. Book value. What's the difference? 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off

Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ ROBOTICS IS COMING Rocket Lab acquiring Motiv Space Systems brings Mars-proven robotics, precision motion control and hard-to-source spacecraft components in-house. 2 $Hims & Hers Health Inc.(HIMS)$reiterated its 2030 targets with “high conviction” in reaching at least $6.5B of revenue. The long-term guide also calls for at least $1.3B of adjusted EBITDA by 2030. 3 Six months ago, $Micron Technology(MU)$ was a $300B company that many thought was already at peak earnings. This past week, it added another $300B in marke

1 TUNE INTO FOX BUSINESS I’ll be covering: • Massive satellite-to-phone opportunity for $AST SpaceMobile, Inc.(ASTS)$ • $Rocket Lab USA, Inc.(RKLB)$can become the second pillar of the space economy & scale toward a $100B company • $Applied Optoelectronics(AAOI)$ role in the AI data center buildout as GPUs drive more traffic across racks, clusters & memory layers • Why I initiated a position in $ServiceNow(NOW)$ as the AI Control Tower story starts showing up in pricing, agent permissions, approvals, workflows & human oversight 2

1. $Rocket Lab USA, Inc.(RKLB)$(Vertically Integrated Defense Prime) Rocket Lab is the only company outside of SpaceX that's executing as a vertically integrated space prime with Q1 2026 revenue growing 64% YoY to a record $200M, backlog jumped to $2.2B (+108% YoY, +20% sequentially) & management booked more Electron, HASTE & Neutron launches in Q1 alone than it did in all of 2025. Rocket Lab is becoming a launch, space systems & national security platform with real scale, real backlog & a $2B+ liquidity position to keep consolidating the space stack. The $190M Anduril HASTE deal, $816M SDA award, Mynaric, Geost & Motiv acquisitions all point toward a company that could become a $100B space prime one day with Ne

Hello everyone! Today i want to share some trading ideas with you! 1 Two years ago I had enough conviction that $Rocket Lab USA, Inc.(RKLB)$ could become the next generational compounder in my growth portfolio that I sized it at nearly 20% while it was still under $4. It looks obvious now after a 25x move but back then it was a polarizing position since most people viewed Rocket Lab as “just another launch provider” with no chance against SpaceX while I saw the path toward becoming a full-spectrum space prime.AI That is what conviction looks like when you do the work before the narrative catches up to the price. 2 $Micron Technology(

Hello everyone! Today i want to share some trading ideas with you! 1 $Alphabet(GOOGL)$ chart is what happens when a search monopoly keeps reinvesting into new profit pools instead of standing still. Search funded the empire, YouTube expanded attention, Android protected distribution, Cloud built enterprise relevance and AI is now the next layer of the compounding story. 2 The memory cycle has so much pricing power right now that $SanDisk Corp.(SNDK)$ & $Micron Technology(MU)$ are reporting gross margins that look more like software: • Sandisk: 78% gross margin • Micron: 74% gross margin What happens when inferenc

1 $Amazon.com(AMZN)$, $Microsoft(MSFT)$, $Alphabet(GOOGL)$ and $Meta Platforms, Inc.(META)$ just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy: • Amazon ~$200B • Microsoft ~$190B • Google ~$185B • Meta ~$135B 2 Mark Zuckerberg just said $Meta Platforms, Inc.(META)$ is rolling out over 1 GW of custom AI silicon developed with $Broadcom(AVGO)$. Meta is also adding significant

Hello everyone! Today i want to share some ai strategies with you! 1 $Tesla Motors(TSLA)$ is positioning to be the largest physical AI deployment platform by the end of this decade. By 2031, Tesla could become a $375B revenue story where AI, robots, services, energy & Cybercab together become larger than automotive: • Automotive 40% • Cybercab 24% • Robots 16% • Energy 11% • Services 9% ELON MUSK’S OPENAI TESTIMONY SUMMARY • Musk claimed OpenAI’s for-profit shift violated the original agreement • The case could become precedent for “looting every charity in America” • AI could surpass human intelligence as soon as next year, according to Musk • The original mission was AI for the good of humanity, not profit maximization • Mus

Hello everyone! Today i want to share some ai trading strategies with you! 1 $Amazon.com(AMZN)$ CEO Andy Jassy called OpenAI’s announcement “very interesting” and said AWS plans to add OpenAI models to Bedrock in the coming weeks. AWS is also moving deeper into agentic AI infrastructure with its new Stateful Runtime Environment for persistent AI workloads. 2 $Robinhood(HOOD)$ is evolving from an options-led trading app into a diversified financial platform driven by crypto and new “other” revenue streams. • Options remain the core engine today • Crypto is becoming a major growth leg • “Other” revenue like prediction markets, futures & new products is scaling fastest • E