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

Hello everyone! Today i want to share some trading ideas with you! 1 $ARM Holdings(ARM)$ is up ~4% overnight to a new all-time high. I own a position in the family portfolio because I think the market is still underpricing the CPU bottleneck as AI shifts toward agents executing real tasks. Arm gives me exposure to the efficient CPU architecture already inside $NVIDIA(NVDA)$ Grace, $Amazon.com(AMZN)$ Graviton, $Apple(AAPL)$ M-series, $Qualcomm(QCOM)$ data center chips & now its own AGI CPU with $ME

UPDATED GROWTH PORTFOLIO EXPOSURE Performance: • Growth Portfolio: +383% (88% CAGR) • $ARK Innovation ETF(ARKK)$: +154% • $Invesco QQQ(QQQ)$: +148% • $SPDR S&P 500 ETF Trust(SPY)$: +84% Exposure: • AI Hardware | 23% • Space Economy | 20% • Digital Platforms | 15% • Healthcare | 13% • Edge AI | 8% • AI Power | 6% • Quantum | 6% • Drones | 5% The portfolio currently has 17 positions with an average market cap of ~$9.9B.

Hello everyone! Today i want to share some trading ideas with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy. The first phase was about GPU but the next phase is about the full stack around them as the bottlenecks shift into foundry, packaging, memory, CPUs, networking & power. 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said Neutron is key to scaling payload capacity & lowering launch costs as Rocket Lab pushes deeper into orbital infrastructure. It’s all part of Rocket Lab’s plan to become a vertically integrated space pla

Hello everyone! Today i want to share some ai trading strategies with you! 1 I initiated two brand new positions in the growth portfolio a couple weeks ago to expand my AI hardware bucket: • $Applied Optoelectronics(AAOI)$ ($79.43) +85% • $Credo Technology Group Holding Ltd(CRDO)$ ($94.97) +70% Applied Optoelectronics builds lasers and optical transceivers that move data faster across AI clusters. Credo built its business on the copper interconnect layer inside AI racks but today’s $750M DustPhotonics acquisition gives it a credible path into optical as AI networks scale to faster and more demanding architectures. Together, both are bets on the data movement layer of AI whe

PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Popular software names right now: • $Cloudflare, Inc.(NET)$ ~4.7x • $Figma(FIG)$ ~2.9x • $CrowdStrike Holdings, Inc.(CRWD)$ ~2.7x • $Palo Alto Networks(PANW)$ ~2.5x • $Palantir Technologies Inc.(PLTR)$ ~2.4x • $Datadog(DDOG)$ ~2.3x • $Shopify(SHOP)$ ~1.

The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud: • AI Silicon: $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$, $Intel(INTC)$ • Foundry & Packaging: $Taiwan Semiconductor Manufacturing(TSM)$, $Amkor Technology(AMKR)$, $GLOBALFOUNDRIES Inc.(GFS)$ • Memory & Storage:

Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ has secured three additional Electron launches from iQPS bringing its total contracted missions with Japanese SAR satellite operator to 15. The new launches begin in 2028 from New Zealand & deepen Rocket Lab’s role as iQPS’s main launch provider for QPS-SAR satellites. 2 $Amazon.com(AMZN)$ is up ~5% after CEO Andy Jassy said two large AWS customers wanted all of Amazon’s 2026 Graviton capacity. He also said Amazon’s chips business would be running at about $50B annually if it were a standalone business with Trainium4 already sold out before shipping.