It's really wild to see how one $Apple(AAPL)$ iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack: 1. $Taiwan Semiconductor Manufacturing(TSM)$ manufactures Apple's A19 Pro processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale. 2. $Broadcom(AVGO)$ supplies RF front end components and wireless charging technology (though Apple's new N1 chip displaced Broadcom as primary Wi-Fi & Bluetooth supplier this generation). 3. <

Hello everyone! Today i want to share some ai trading ideas with you! 1 $NVIDIA(NVDA)$ has launched the Open Secure AI Alliance with $Palantir Technologies Inc.(PLTR)$, $SpaceX(SPCX)$, $CrowdStrike Holdings, Inc.(CRWD)$, $Palo Alto Networks(PANW)$, $Cloudflare, Inc.(NET)$,$SK hynix(SKHY)$, $IBM(IBM)$ and dozens of other tech lea

1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha

$NVIDIA(NVDA)$ NVIDIA was trading near $140 when I first set a price target of $200 just a few weeks ago. Since then, we’ve broken above $150 and surged toward $175. A clean breakout above $175 sets the stage for a swift move to $200 and if earnings come in strong, we could squeeze to $225 before year end That would push NVDA to a $5.5 trillion market cap.NVDA Selling To China - MAJOR Update:Nvidia just confirmed it expects its H-20's will soon be cleared for sale in China, despite prior export restrictions. That’s huge. Not only does this open the door for regained China revenue, it hints that a broader U.S.–China chip deal may be on the horizon. If sanctions ease further, NVDA could reclaim one of its most lucrative markets at scale.Earnings Aro