Hello everyone! Today i want to share some ai trading ideas with you!
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$Advanced Micro Devices(AMD)$ 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.
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$Advanced Micro Devices(AMD)$ 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 and both are now foundational to the AI semiconductor supply chain.
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$Meta Platforms, Inc.(META)$ is adding ~$200M of $Tesla Motors(TSLA)$ Megapack batteries to support a new Wyoming energy project for its AI data centers.
The Enbridge-backed project includes 365MW of solar and 200MW/1,600MWh of battery storage expanding Meta and Enbridge’s clean energy partnership to 1.6GW.
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$Rocket Lab USA, Inc.(RKLB)$ acquired Geost for ~$275M last year to strengthen its national security space business across electro-optical payloads, surveillance & missile warning technology.
Less than a year later, that deal is already helping $Rocket Lab USA, Inc.(RKLB)$ win a $90M U.S. Space Force GEO satellite program. Rocket Lab is using capital to buy or build the missing pieces needed to become a vertically integrated space infrastructure company.
I just can't wait to see what they do with the $3B they just raised.
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