The Chain for Open-AI

Hello everyone! Today i want to share some trading ideas with you!

1.

OpenAI is planning a 5-year roadmap to fund >$1T in AI infra through partners like $Oracle(ORCL)$ , $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ & $Broadcom(AVGO)$ for 26GW of capacity.

The Stargate buildout positions it as core compute supplier for $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$ & $Meta Platforms, Inc.(META)$ while expanding into enterprise AI & govt contracts.

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2.

My focus for $ASML Holding NV(ASML)$ earnings is the logic-to-memory mix.

If logic makes up more than 80% of orders then it means $Taiwan Semiconductor Manufacturing(TSM)$ & $Intel(INTC)$ are still filling demand from $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ & custom silicon teams at $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ & $Microsoft(MSFT)$ .

Line chart titled ASML Logic Revenue showing upward trending blue line from December 2020 to July 2024 with data points at Dec20 around 8, rising to peaks near 20 in mid-2023 and stabilizing around 18-19 in 2024, x-axis months from Dec20 to Jul24, y-axis revenue from 0 to 20, powered by Fiscal.ai watermark at bottom right.

That would confirm hyperscalers are still in full build mode.

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