AI Trading Logic: Who is to Pick?

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

1

The cleanest test of the AI cycle is what $NVIDIA(NVDA)$ is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter.

If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over.

That demand base is still expanding too with $SpaceX(SPCX)$ potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales.

2

$Meta Platforms, Inc.(META)$ says states have discussed resolving lawsuits over alleged teen social media harms as pressure around youth safety continues to build.

The talks could open the door to a broader settlement rather than years of state-by-state litigation.

3

$Alphabet(GOOGL)$ says TPU v8 is being built for far more than Google’s own internal workloads as it expands its custom silicon push into the broader AI market.

“We are essentially building for the world.”

4

$Advanced Micro Devices(AMD)$ is projected to earn nearly $120M in profit per day by 2028.

Three years ago, it was earning just ~$1M per day 😳