AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

avatarShayBoloor
03-09 16:18

The Logic of Chain from Investment

Hello everyone! Today i want to share some trading ideas with you! 1. A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers. When that happens, the market will start repricing the entire ecosystem around it including launch, LEO connectivity & orbital infrastructure. Current backlog across the ecosystem: • $Rocket Lab USA, Inc.(RKLB)$ ~$1.9B • $Firefly Aerospace Inc.(FLY)$ ~$1.4B • $AST SpaceMobile, Inc.(ASTS)$ ~$1.2B • $Planet Labs Pbc(PL)$ ~$735M • $Redwire Corp.(RDW)$ ~$411M •
The Logic of Chain from Investment
avatarMasterWU
03-09 15:16

SPY: The Black Monday Soon?

Hello everyone! Today i want to share some trading ideas with you! 1. Black Monday as the real “Epic Fury” shows its ugly face. $SPDR S&P 500 ETF Trust(SPY)$ I marked March 2-9th as the potential market crash zone since January 2026 and called for “a major crash leg on March 9th.” On second thought, I won’t post my SPY put positions here, as most trolls are gone for good. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost A
SPY: The Black Monday Soon?
avatarTrendSpider
03-09 11:16

IGV, MSFT, NFLX, NVDA& CL Welcome the Choppy Water? What's the Perfomance?

Hello everyone! Today i want to share some technical analysis with you! 1. $iShares Expanded Tech-Software Sector ETF(IGV)$ highest weekly dollar volume ever… right at support Image 2. $Microsoft(MSFT)$ The 200-week window is open for just the third time in over decade for MSFT Image 3. $Netflix(NFLX)$ The Warner Bros deal died so the chart could live. Image 4. $NVIDIA(NVDA)$ Sideways is still a correction. Image 5. $WTI Crude Oil - main 2604(CLmain)$ OIL $100. Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with un
IGV, MSFT, NFLX, NVDA& CL Welcome the Choppy Water? What's the Perfomance?
avatarShayBoloor
03-08 15:55

10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS

1. $NVIDIA(NVDA)$ is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics Atlas train in Nvidia’s Isaac Sim virtual environment before ever taking a real step. 2. $Tesla Motors(TSLA)$ is the only company attempting humanoid robots at manufacturing scale with 1,000+ Optimus units already operating in factories & a long-term ~$25K target price. 3. $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ & $Baidu(BIDU)$ provide the foundation models that give rob
10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
avatarNAI500
03-08 13:57

Unexpected! If the AI Bubble Bursts, the Most Endangered Stocks Aren’t Just NVIDIA

If the AI bubble bursts, NVDA and ASML aren’t the only ones at risk—JPMorgan (JPM) could be in trouble too! Will the bank’s M&A, trading, and interest income take a hit from a broader market downturn? Do you think JPM is overexposed to AI-driven market sentiment, or is its diversified business a safety net? Share your take on these high-risk stocks below! The AI wave has swept Wall Street for nearly two years, and names like NVIDIA (NVDA) have become almost synonymous with "unstoppable growth." But beneath the noisy surface, cracks have started to appear. Since last November, major stock indexes have been mostly range-bound, and several well-known AI concept stocks have plummeted after releasing lackluster quarterly earnings. If this signals the start of a broader sell-off—or worse, th
Unexpected! If the AI Bubble Bursts, the Most Endangered Stocks Aren’t Just NVIDIA
avatarNAI500
03-08 13:51

No Need to Fear Trade Wars! These 2 North American Infrastructure Stocks Are True Safe Havens

Are you adding these hard-asset stocks to your portfolio for stability? Which one do you prefer—SES’s cash flow & repurchases or AMRIZE’s valuation upside? Share your thoughts below! Against the backdrop of turbulent global capital markets, investors are facing an unprecedentedly complex landscape. From industry disruptions driven by artificial intelligence (AI) to unresolved tariff policies and ongoing geopolitical conflicts, traditional investment frameworks are being challenged. In such an environment, finding targets that offer both a margin of safety and upside potential has become increasingly difficult. However, crisis often breeds opportunity. A professional investment perspective tells us that instead of chasing gains or selling on dips amid the volatility of growth stocks, it
No Need to Fear Trade Wars! These 2 North American Infrastructure Stocks Are True Safe Havens
avatarTrendSpider
03-08 11:25

CMG, MSOS, DUOL, SNDK& TSLA Welcome The Buying Zone?

Hello everyone! Today i want to share some technical analysis with you! 1. $Tesla Motors(TSLA)$ Back to Elon's buy zone. 🔋 Image 2. $SanDisk Corp.(SNDK)$ error: not enough memory to continue. Image 3. $Duolingo, Inc.(DUOL)$ down 83%. Insider trying to catch the knife. Image 4. $AdvisorShares Pure US Cannabis ETF(MSOS)$ getting higher… structurally speaking. Image 5. $Chipotle Mexican Grill(CMG)$ Wait… buy now, pay later burritos wasn’t bullish? Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG
CMG, MSOS, DUOL, SNDK& TSLA Welcome The Buying Zone?

Can AAPL, GEVO, XLRE, XLK& SPY Overcome the Difficult Time?

Hello everyone! Today i want to share some technical analysis with you! 1. $SPDR S&P 500 ETF Trust(SPY)$ Momentum evaporated. Except utilities and real estate. Image 2. $Energy Select Sector SPDR Fund(XLE)$ $Technology Select Sector SPDR Fund(XLK)$ Is tech following in energy’s footsteps? 👀 Image 3. $Real Estate Select Sector SPDR Fund(XLRE)$ breakout has legs… unless oil pushes rates higher 😬 Image 4. $Gevo(GEVO)$ Wedge breakout. Squeezing. Earnings after close. 🍿 Image 5. World's Largest Companies by Drawdown from ATH $Berkshire Hathawa
Can AAPL, GEVO, XLRE, XLK& SPY Overcome the Difficult Time?
avatarNAI500
03-06

Apple Drops a Bombshell: iPhone 17e Starts at $599 with 256GB Storage (Double the Capacity)

Apple just shook up the smartphone world: iPhone 17e stays at $599 but doubles to 256GB storage—while Android makers struggle with memory price hikes! Will this countercyclical move help Apple steal more market share, or will Android brands fight back with better features? Are you tempted by the $599 iPhone 17e, or will you stick with Android flagships? Share your take on this pricing showdown below! $Apple(AAPL)$ As the global smartphone industry struggles with the skyrocketing prices of memory chips, Apple (AAPL) dropped a bombshell at its spring keynote this week: the new iPhone 17e retains its starting price of $599, while its base storage capacity doubles to 256GB. This may seem like a simple product upgrade, but in the eyes of Wall Street an
Apple Drops a Bombshell: iPhone 17e Starts at $599 with 256GB Storage (Double the Capacity)

What's the Next Step for AI Giants?

Hello everyone! Today i want to share some AI giants’ strategies during the turmoil. 1. $NVIDIA(NVDA)$ CEO Jensen Huang says OpenClaw could be the most important software release ever surpassing Linux adoption in just three weeks to become the most downloaded open-source project in history. He also described the coming AI “token economy” where companies run AI factories producing tokens as digital labor for the global IT industry. Image 2. $NEBIUS(NBIS)$ CRO said demand for AI infrastructure is far exceeding supply allowing company to prioritize high-value customers & shift toward longer-term contracts He added ASPs rose ~50%, year-long contracts doubled & customers now paying up to 100% upfront t
What's the Next Step for AI Giants?

AMZN, SPY, TEM, EEM& TSLA Overcome The Difficult Time?

Hello everyone! Today i want to share some technical analysis with you! 1. $Tesla Motors(TSLA)$ will the next expansion phase ever come? Image 2. $iShares MSCI Emerging Markets ETF(EEM)$ breakout retest underway as RSI cools off Image 3. $Tempus AI(TEM)$ one of Pelosi’s favorites now sitting on IPO support, below IPO VWAP, and cheaper than her last buy. Image Noted. 4. $SPDR S&P 500 ETF Trust(SPY)$ So far, even war hasn’t shaken this level Image 5. $Amazon.com(AMZN)$ holding trend while its P/E sits near historic lows Image For SG users only, Welcome to open a CBA today and enj
AMZN, SPY, TEM, EEM& TSLA Overcome The Difficult Time?

The Panic Will Not Disappear Soon?

Hello everyone! Today i want to share some trading ideas with you! 1. $NEBIUS(NBIS)$ secured approval from Independence, Missouri to build its first U.S. gigawatt-scale AI factory with up to 1.2GW of capacity. The ~400-acre campus is expected to create 1,200 construction jobs, 130 permanent roles and generate $650M+ in local tax payments over 20 years. Image 2. Absolutely wild to see the South Korean stock market KOSPI trigger back-to-back circuit breakers, yet people are wildly over-correlating it to U.S. markets. This is largely about South Korea’s heavy exposure to LNG imports while Qatar’s output remains suspended but it has nothing to do with memory demand: • SK Hynix and Samsung are sold out through 2026 • Memory prices are rising 40%+ this
The Panic Will Not Disappear Soon?

EWY, FSLR, QQQ, AVGO& SOFI Confronted Risks; What's the Next?

Hello everyone! Today i want to share some technical analysis with you! 1. $SoFi Technologies Inc.(SOFI)$ insiders buying into the RSI divergence 👀 Image 2. $Broadcom(AVGO)$ insiders buying into a falling wedge with analyst targets ~45% above price ahead of tomorrow’s earnings. Image 3. $Invesco QQQ(QQQ)$ is starting to risk a Stage 4 breakdown Image 4. $First Solar(FSLR)$ Not today, but someday Image 5. Have we seen this before? 🇰🇷 $iShares Silver Trust(SLV)$ $iShares MSCI South Korea ETF(EWY)$ Image For SG users only, Welcome to open a C
EWY, FSLR, QQQ, AVGO& SOFI Confronted Risks; What's the Next?
avatarNAI500
02-27

Moderna Rebounds: A Biotech Pioneer at a Critical Turning Point

After years of lackluster performance, $Moderna, Inc.(MRNA)$ share price posted double-digit gains in January this year. The biotech firm, which rose to fame during the pandemic for its mRNA technology and the rapid development of a COVID-19 vaccine, has in recent years been hamstrung by two of its core pillars: the U.S. government terminated approximately $500 million in funding for mRNA vaccine development last year, while plummeting demand for its COVID-19 vaccine has left revenues a far cry from their peak levels. The company’s recent developments have been a mixed bag: its respiratory syncytial virus (RSV) vaccine was approved for commercial use in 2024, yet its cytomegalovirus (CMV) vaccine candidate failed in Phase III clinical trials just
Moderna Rebounds: A Biotech Pioneer at a Critical Turning Point

Why Internalize the Risk when you can Externalize the Competition?

1. This is exactly what I mean when I say Zuck shouldn’t try to build his own chips. Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving: • Supply security (not dependent on any single vendor's fab capacity) • Cost leverage (vendors compete on price when real alternatives exist) • Architectural flexibility (training, inference & custom workloads matched to the right silicon) Why internalize the risk when you can externalize the competition? Image 2.
Why Internalize the Risk when you can Externalize the Competition?

EOSE, MA, NFLX, DUOL& ASTS Suffer Great Discrepancy

Hello everyone! Today i want to share some technical analysis with you! 1. $AST SpaceMobile, Inc.(ASTS)$ This looks familiar Image 2. $Duolingo, Inc.(DUOL)$ down 83% in 9 months. Impressive work. Image 3. $Eos Energy Enterprises Inc.(EOSE)$ missing guidance then saying "trust us" on overly ambitious guidance is a bold strategy. Image 4. BREAKING: Netflix walks away from Warner Bros. Discovery, says deal no longer makes financial sense $Netflix(NFLX)$ 🟩 +10.31% Image 5. $MasterCard(MA)$ at 30x P/E has a perfect batting average. Image For SG users only, Welcome to open a CBA today a
EOSE, MA, NFLX, DUOL& ASTS Suffer Great Discrepancy
avatarNAI500
02-26

Regeneron Pharmaceuticals: A Biotech Leader Poised for Long-Term Outperformance Despite Sector Under

While the healthcare sector has underperformed the broader market in recent years, there are still plenty of stocks with long-term investment value within the industry. $Regeneron Pharmaceuticals(REGN)$ , a leading enterprise in the biotech space, is well-positioned to outperform the market over the next decade, backed by its core product strengths and a robust research and development (R&D) pipeline. Core Growth Driver Maintains Strong Momentum Dupixent currently stands as the company’s most critical product driving revenue growth. Co-developed with Sanofi, this drug has been approved for indications such as atopic dermatitis and holds a leading position in its therapeutic areas. In 2024, Dupixent achieved a major milestone with the approval
Regeneron Pharmaceuticals: A Biotech Leader Poised for Long-Term Outperformance Despite Sector Under
avatarNAI500
02-26

Hunting for Stocks Trading Far Below Analysts’ Average Target Prices

Seeking out stocks trading well below analysts’ average target prices is often an effective way to uncover potential new additions to an investment portfolio. Investors should certainly not rush into buying based solely on this metric and need to conduct further in-depth research. Yet using it as a starting point for screening can help you quickly zero in on targets poised for substantial gains in the future. Wall Street is currently quite bullish on two stocks: $IONQ Inc.(IONQ)$ and $SoundHound AI Inc(SOUN)$ . Analysts covering IonQ have set an average target price of $74.89 for the stock, which is currently trading at around $33.30. This translates to a staggering potential upside of 125% based on the t
Hunting for Stocks Trading Far Below Analysts’ Average Target Prices

GOOGL CLOUD HAS A RULE-OF-40 SCORE OF 78

1. $Alphabet(GOOGL)$ CLOUD HAS A RULE-OF-40 SCORE OF 78 Google spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI. Now those bets are converging into a full-stack AI platform of custom silicon (TPUs), data (BigQuery), models (Gemini), enterprise AI (Vertex) & global network infrastructure. No other company has all five at scale and it’s the only credible $NVIDIA(NVDA)$ alternative. Image 2. $NVIDIA(NVDA)$ is re-entering the laptop market this year by pushing CUDA onto AI PCs. Margins won’t look like data center but N
GOOGL CLOUD HAS A RULE-OF-40 SCORE OF 78

CIFR, SHOP, SMCI, NVDA& SOFI Enjoy Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1. $SoFi Technologies Inc.(SOFI)$ Something just happened for the first time ever on this chart... Read Below! 1st Fun fact: The most consecutive red weekly candle closes in a row is five back in December of 2021. Price moved up 12.56% from the 5th red week's close to the local high within 2 weeks. 2nd Fun fact: There have been 6 different times in which price has had 4 red weekly candle closes 4 in a row. Here are the returns within 2 weeks from the 4th red weekly candle close to the high: July '21 (within 1 week): +9.40% March '22 (within 1 weeks): 17.08% May '22 (within 1 week): +17.16% Sept '22 (within 2 weeks): +15.85% March '25 (within 2 weeks): +15.16% December '25-Jan
CIFR, SHOP, SMCI, NVDA& SOFI Enjoy Great Upward Momentum!