Hello everyone! Today i want to share some trading ideas with you! 1 $Alphabet(GOOGL)$ launched Gemma 4 which is its newest open model family built for reasoning, multimodal tasks, agentic workflows & efficient on-device use. The release adds long context, code generation & support for 140+ languages as Google keeps expanding its open model ecosystem. 2 $NVIDIA(NVDA)$ said it is working with $Alphabet(GOOGL)$ to optimize the new Gemma 4 open models across Nvidia’s full AI stack. It is another sign Nvidia wants open models running efficiently everywhere from edge devices to high-end AI infrastructure. 3 Gre

Hello everyone! Today i want to share some AI trading ideas with you! 1 Jensen Huang says $NVIDIA(NVDA)$ invested $2B in $Marvell Technology(MRVL)$ because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric. 2 $Rocket Lab USA, Inc.(RKLB)$ Mars Telecommunications Orbiter is being built to keep future Mars missions connected. It is the communications infrastructure meant to support the next phase of human exploration on the Red Planet. 3

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ has started testing “Instagram Plus” a premium subscription in select countries with features like stealth Story viewing, rewatch counts, unlimited audience lists & Story boosts. The test adds another monetization layer to Instagram beyond ads. 2 Elon Musk says $Tesla Motors(TSLA)$ is making a “big investment” in Japan centered on service, Superchargers & deeper local infrastructure buildout. Tesla plans to more than double its service centers in Japan this year to improve after-sales support. 3 $Alphabet(GOOGL)$</

AGENTIC AI SECURITY STACK • $Zscaler Inc.(ZS)$ access layer for agentic systems • $Okta Inc.(OKTA)$ identity control for humans & agents • $Fortinet(FTNT)$ network security for agent traffic at scale • $Cloudflare, Inc.(NET)$ edge security for internet-facing agent activity • $Palo Alto Networks(PANW)$ full-stack security across the agentic enterprise • $Dynatrace Holdings LLC(DT)$ observability & security visibility for complex AI systems

Hello everyone! Today i want to share some trading ideas with you! 1 $Eos Energy Enterprises Inc.(EOSE)$ says Battery Line 2 has completed Factory Acceptance Testing ahead of installation at its Thorn Hill facility. The new line is expected to cut raw material travel by 86% and reduce line length by 40% while improving cycle times, redundancy & overall production efficiency. 2 $Meta Platforms, Inc.(META)$ introduced TRIBE v2 which is a brain-response model trained on 500+ hours of fMRI data from 700+ people to predict neural responses to images, video & sound. Meta is building something that looks increasingly like a proprietary mind map of human attention & per

Hello everyone! Today i want to share some trading ideas with you! 1 $Microsoft(MSFT)$ reportedly told leaders across major cloud and sales groups to pause new hiring. Another sign the AI era is starting to reshape headcount as efficiency gains begin to replace the need for incremental hiring. 2 The Mag 7 from peak to now: • $Apple(AAPL)$: -13% • $NVIDIA(NVDA)$: -16% • $Alphabet(GOOGL)$: -17% • $Amazon.com(AMZN)$: -18% •$Tesla Motors(TSLA)$:

Hello everyone! Today i want to share some Giants’ strategies with you! 1 President Trump is reportedly set to name $Meta Platforms, Inc.(META)$ founder Mark Zuckerberg, $Oracle(ORCL)$ founder Larry Ellison & $NVIDIA(NVDA)$ founder Jensen Huang to a new tech advisory panel on AI and emerging technologies. The council is expected to advise on AI policy and other key tech issues. 2 $Meta Platforms, Inc.(META)$ is rolling out a new stock option program that could pay top executives hundreds of millions if the company grows at an extremely aggressive pace. T

• $Intuitive Machines(LUNR)$ +20% • $Firefly Aerospace Inc.(FLY)$ +18% • $Momentus Inc.(MNTS)$ +16% • $BlackSky Technology Inc.(BKSY)$ +15% • $Planet Labs Pbc(PL)$ +13% • $Rocket Lab USA, Inc.(RKLB)$ +13% • $AST SpaceMobile, Inc.(ASTS)$ +12% • $Virgin Galactic(SPCE)$ +11% • $R

Hello everyone! Today i want to share some trading news with you! 1 $Celsius Holdings, Inc.(CELH)$ down over 15% in the past week after $Costco(COST)$ rolled out Kirkland Signature energy drinks at just $0.70 per can with 200 mg of caffeine. That is a major price undercut versus most energy drinks closer to $2 per can & if Costco gets the taste right it could take real share. 2 $Microsoft(MSFT)$ announced an AI collaboration for nuclear energy with $NVIDIA(NVDA)$. The partnership points to growing interest in applying AI to nuclear operations and infrast

Hello everyone! Today i want to share some trading ideas with you! 1. $Amazon.com(AMZN)$ ramps LEO deployment with larger payloads and a deep launch pipeline positioning for a step-up in satellite deployment in year two. 200+ satellites ready with 20+ missions planned across Atlas V, Ariane 64, Vulcan & New Glenn as launch cadence accelerates. 2 Jensen Huang says orbital data centers could tap continuous solar power in space and push compute to new limits. The challenge is cooling without air or conduction so $NVIDIA(NVDA)$ is exploring massive radiators along with redundancy and radiation hardening to make it viable. 3

Hello everyone! Today i want to share some trading ideas with you! 1 AI SEMIS KEEPING THE MOST OF EVERY DOLLAR Operating margin breakdown: • Best-in-class (50%+) | $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$ • Elite (40–49%) | $Micron Technology(MU)$, $Arista Networks(ANET)$, $KLA-Tencor(KLAC)$, $Broadcom(AVGO)$ • Strong (30–39%) | $ASML Holding NV(ASML)$,

thought I’d share my latest updated thoughts on $IREN Ltd(IREN)$ that I sent to my subscriber community with all of you since I’ve seen so many questions about what I’m doing with the position in my growth portfolio. IREN has a very real asset base and a genuine power story which in some ways makes its foundation more defensible than many of the neoclouds but the market just isn't going to reward that as instantly as it rewards something like $NVIDIA(NVDA)$ Rubin access or a Jensen architecture signal for $NEBIUS(NBIS)$. The $Microsoft(MSFT)$ relationship i

Hello everyone! Today i want to share some trading ideas with you! 1. $Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform. Image 2. $Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. Image 3 $Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pac

Hello everyone! Today i want to share some trading ideas with you! 1. My top 2026 rerating pick is working out exactly as expected. I’ve been pounding the table on $DOCN since the $20s when the market mispriced it as as AWS-lite business at ~10x EBITDA. When in reality, it’s a picks-and-shovels winner of Agentic AI that's monetizing long-tail workloads that don’t want $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure or $Alphabet(GOOGL)$ Cloud pricing or complexity. This is what conviction looks like when you put in the work before the narrative catches up to the price. 2. $Rocket Lab USA, Inc.(RKLB)$ just crossed a $2B b

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Palantir Technologies Inc.(PLTR)$ partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding. The rollout uses Foundry and AIP to accelerate submarine production and modernize the maritime industrial base across 100+ suppliers. Image 2. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Rob

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Robin expands its upside into optical. Image

Hello everyone! Today i want to share some Strategies or coordination from AI giants with you! 1. $NEBIUS(NBIS)$ is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout. NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $Meta Platforms, Inc.(META)$ & $2B investment from $NVIDIA(NVDA)$ ). The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract that nearly matches its market cap and 2026 capex is now fully funded. Not bearish. Image

Hello everyone! Today i want to share the BLUEPRINT for NVDA! Here are the details below. 1 Jensen Huang says $NVIDIA(NVDA)$ spent 20 years building a global CUDA ecosystem now running on hundreds of millions of GPUs. He notes Nvidia is embedded across every major cloud, computer company and nearly every industry. 2 $Intel(INTC)$ says its Xeon 6 processors will power NVDA DGX Rubin NVL8 systems. The chips will serve as the CPU layer supporting Nvidia’s next-generation AI infrastructure. 3 $NVIDIA(NVDA)$Vera Rubin NVL72 is the most powerful AI system Nvidia has ever built. The platform targets a 10x reduction in infe