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
01-05 15:49

THE 8 LAYERS OF THE REAL-WORLD AI BOOM

Hello everyone! Today i want to share some trading ideas with you!THE 8 LAYERS OF THE REAL-WORLD AI BOOM1. $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , $ASML Holding NV(ASML)$ , $ARM Holdings(ARM)$ & $Broadcom(AVGO)$ design & manufacture the processors that AI models run on.2. Those chips only work at scale because of networking & optics where $Arista Networks(ANET)$ , $Credo Technology Group Holding Ltd(CRDO)$ , $Ciena(CIEN)$ ,
THE 8 LAYERS OF THE REAL-WORLD AI BOOM
avatarOguzO Capitalist
01-05 15:36

A 10-stock AI Power Portfolio to Capitalize on the Coming Energy Boom

Hello everyone! Today i want to share some trading ideas with you!Jensen Huang says the big bottleneck in AI is not hardware anymore, it’s energy.Here is how I would build a 10-stock AI power portfolio to capitalize on the coming energy boom:1. $Dominion Resources(D)$ : The dominant power provider to "Data Center Alley" in Northern Virginia. Data centers now account for more than a quarter of its electricity sales in Virginia, with demand expected to double over the next 15 years.2. $Xcel Energy(XEL)$ Xcel operates one of the nation's largest wind portfolios — over 11,000 MW — delivering clean power across eight Western and Midwestern states. It benefits from Denver's emerging data center market, with over 5.
A 10-stock AI Power Portfolio to Capitalize on the Coming Energy Boom
avatarJake_Wujastyk
01-05 14:33

OSCR, MSTR, MARA, CLSK& ONDS Welcome Great Potential!

Hello everyone! Today i want to share some technical analysis with you!1. $Ondas Holdings Inc.(ONDS)$ Nice "launch" off the volume shelf last week.Image2. $CleanSpark, Inc.(CLSK)$ Nice bounce at the diagonal trend zone as crypto heats up into next week.Image3. $MARA Holdings(MARA)$ Looking nice as crypto starts to heat up a bit.Image4. $Strategy(MSTR)$ Very tight at the apex of this falling wedge.Image5. $Oscar Health, Inc.(OSCR)$ A bit of a volume gap above up to $16.50.ImageFor SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 w
OSCR, MSTR, MARA, CLSK& ONDS Welcome Great Potential!
avatarTrendSpider
01-05 13:41

TSLA, IREN, UUUU, SPY, BABA& GLD Welcome Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you!1.Market 2025 Wrapped. $SPDR Gold ETF(GLD)$ | $iShares Silver Trust(SLV)$ | $iShares MSCI Emerging Markets ETF(EEM)$ | $iShares MSCI EAFE ETF(EFA)$ Image2. $Alibaba(BABA)$ 2026 = all about the China trade? Image3. $SPDR S&P 500 ETF Trust(SPY)$ Was that the shakeout before the breakout? Image4. $Energy Fuels(UUUU)$ about to go nuclear? ☢️Image5. $IREN Ltd(IREN)$ Peek-a-boo 🙉 Image6. <
TSLA, IREN, UUUU, SPY, BABA& GLD Welcome Upward Momentum Here!
avatarShayBoloor
2025-12-29

THE INFRASTRUCTURE BEHIND THE GOOGL AI EMPIRE

AI Chips• $Broadcom(AVGO)$ helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing• $Taiwan Semiconductor Manufacturing(TSM)$ only foundry currently capable of producing Google’s leading-edge TPUs at scale with acceptable yields.• $ARM Holdings(ARM)$ licenses the CPU architecture Google uses alongside TPUs for AI inference & control• $Cadence Design(CDNS)$ sells the software Google uses to design each new generation of AI chips• $Synopsys(SNPS)$ provides chip testing/ IP so Google can ship complex TPUs without failures•
THE INFRASTRUCTURE BEHIND THE GOOGL AI EMPIRE
avatarJake_Wujastyk
2025-12-29

What's the Volume Shelf Setup of SI, ONDS, IWM, QQQ& SPY?

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Pretty massive volume shelf setup on the monthly candle chart.Image2. $Invesco QQQ(QQQ)$ Volume shelf setup on the monthly candle chart going into 2026.Image3. $iShares Russell 2000 ETF(IWM)$ Volume shelf setup going into the strongest month of the year with a potential January Effect move on the horizon.Image4. $Ondas Holdings Inc.(ONDS)$ Simply based on where price is relative to the volume shelf at the current time, the path of least resistance continues to suggest higher towards $14-$16 above.Image5.
What's the Volume Shelf Setup of SI, ONDS, IWM, QQQ& SPY?

Option Strategies: TSLA, HOOD& .SPX

Hello everyone! Today i want to share some trading strategies with you!1. $S&P 500(.SPX)$ TRADE PLAN 📈 📉 SPX bullish plan: SPX above 6921 | SPX Dec 31 6960C 📈T: 6962, 7000 SL 6900 SPX bearish plan: SPX under 6900 | SPX Dec 31 6850P 📉 T: 6870, 6849 SL 6921 SPX printed a new all time high at 6945 on Friday. SPX to 7000 in play this week if can hold the 6900 support level. Calls can work above 6921. I’d avoid calls under 6900. If SPX gives up 6900, I’d watch to see if it can hold 6870 before considering calls.Image2. $Robinhood(HOOD)$ Trade Idea: Jan 2 115P Trigger: 117 ✅Targets: 112, 110 🎯Stop: 120 🛑 HOOD struggled to hold up on Friday. If HOOD gives up 117 it can dip to 110 again. Puts can work under 1
Option Strategies: TSLA, HOOD& .SPX
avatarTrendSpider
2025-12-29

ORCL, TSLA, ADBE, AAPL& GOOG Welcome Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you!1. $Alphabet(GOOG)$ just went on a massive run.Wall Street still wants higher.Pivotal Research $400 price target (+27% upside)Image2. $Apple(AAPL)$ Investing cheat code:Buy quality companies off the 200-week SMA. Image3. $Oracle(ORCL)$ bottom's in?Image4. $Adobe(ADBE)$ comeback season loading in 2026?Valuation hasn't been this cheap in over a decade.Image5. $Tesla Motors(TSLA)$ This is the "first trillionaire ever" pattern. ImageFor SG users only, Welcome to open a CBA today and enjoy access to a trading limi
ORCL, TSLA, ADBE, AAPL& GOOG Welcome Great Upward Momentum!
avatarShayBoloor
2025-12-26

3 THINGS THAT MATTER ABOUT THE NVDA + GROQ DEAL

3 THINGS THAT MATTER ABOUT THE $NVIDIA(NVDA)$ + GROQ DEAL1. This was about owning inference economics, not fixing a chip gap Nvidia didn't aqui-hired Groq because it was behind on chips since Nvidia already dominates training and most inference & its roadmap (GB300, Rubin) continues to push cost-per-token down while expanding performance faster than nearly anyone else. Training is a one-time event while inference is where the new AI business model lives so as AI moves into real products the money shifts to whoever controls runtime.2. The future where inference escapes Nvidia just got absorbedGroq was one of the few credible proofs that latency-sensitive inference could eventually move off GPUs and over time that would have chipped away at Nvid
3 THINGS THAT MATTER ABOUT THE NVDA + GROQ DEAL

AMD: It's Not too Late to Buy AMD

Larry Ellison also says AI inference will be a much bigger market than training.All the big names at the frontiers of AI are saying the same thing: Inference will be huge. $NVIDIA(NVDA)$ substantially enhanced its capabilities with the Groq deal, but let's not forget $Advanced Micro Devices(AMD)$ is also well positioned for inference.Inference is memory-bound, not compute-bound. AMD's chiplet architecture is optimized for integrating more high-bandwidth memory at lower costs.AMD MI450 packs 432GB HBM4 vs Rubin's 288GB. This means larger models fit in fewer chips, reducing interconnect overhead and latency for inference workloads.OpenAI's 6GW deal with AMD for MI450 validates AMD's edge in inference.Despite
AMD: It's Not too Late to Buy AMD
avatarTrendSpider
2025-12-26

SPY, NVO, TSLA, AMZN& IREN Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you!1. $S&P 500(.SPX)$ Wait, it was all just a yearly breakout, retest, & bounce?Always has been. 🧑‍🚀🔫 Image2. $IREN Ltd(IREN)$ Send it? Send it. Image3. $Amazon.com(AMZN)$ I've seen what you've done for others. I want that for me. Image4. $Novo-Nordisk A/S(NVO)$ Earnings: 📈Stock Price: 📉Let's close that gap, shall we? Image5. $Tesla Motors(TSLA)$ What do you see? ☕️ImageFor 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,
SPY, NVO, TSLA, AMZN& IREN Welcome Great Potential to Buy!

BN Made very Bullish Predictions about Energy in its 2026 Outlook

$Brookfield Corp(BN)$ made very bullish predictions about energy in its 2026 outlook:"Global electricity demand from data centers will grow 17% annually by 2050. Massive infrastructure investment will be required to keep up with the demand.Global power investment is expected to reach $3.3 trillion in 2025, with over 60% directed toward renewables, storage, and grid optimization."They see grid infrastructure as the key bottleneck since more than 70% of global transmission lines are over 25 years old, and interconnection queues for new renewable projects are stretching close to a decade.This is where two investment themes stand out:- Grid infrastructure- Behind the meter arrangementsGrid will necessarily need to be upgraded, and transmission capacity
BN Made very Bullish Predictions about Energy in its 2026 Outlook

Major Breakout Toward 400–450 During this Next Cycle 📈

Merry Chrismas! Today i want to share some trading strategies with you! $Micron Technology(MU)$ We saw Micron break out of a multi year base back in September and has been moving higher non stop. Currently near the 300B market cap level and looks like the 500B market cap level is possible. If we can break above 300 we can see a move to 445 by the end of 2026. Future Growth OpportunitiesAI Memory Demand: Explosive growth in AI data centers is driving structurally higher demand for DRAM and HBM, increasing memory content per server and tightening supply.HBM Leadership: Micron is ramping high-bandwidth memory for AI accelerators, positioning itself as a key supplier into next-generation compute infrastructure.Pricing Cycle Turn: After years of oversupp
Major Breakout Toward 400–450 During this Next Cycle 📈
avatarTrendSpider
2025-12-25

ONDS, HIMS, AAPL, SPY& METALS Share Upward Momentum!

Hello everone! Today i want to share some technical analysis with you!1.Traders on the site see an 85% chance the Fed leaves rates unchanged in January. $SPDR S&P 500 ETF Trust(SPY)$ doesn’t seem concerned. For now.Image2. $Apple(AAPL)$ Why fight dilutionwhen you can delete it?Image3. $Hims & Hers Health Inc.(HIMS)$ insiders’ New Year’s resolution should be to stop selling and start buying.Image4.Metals Madness.🟩 Gold +69% YTD $Gold - main 2602(GCmain)$ 🟩 Silver +140% YTD $Silver - main 2603(SImain)$ 🟩 Platinum +149% YTD
ONDS, HIMS, AAPL, SPY& METALS Share Upward Momentum!
avatarTrendSpider
2025-12-19

RIVN, .SPX, NKE, UBER& TRUMP Welcome Great Potential to Buy

Hello everyone! Today i want to share some technical analysis with you!1. $OFFICIAL TRUMP(TRUMP.USD.CC)$ The sitting U.S. President launched a memecoin this year.It rugged -95%.Hard to ignore how much real retail trust got vaporized in that moment. Image2. $Uber(UBER)$ bulls could use a ride off +3Y support right now.Image3. $Nike(NKE)$ Swoosh Breakdown ™Image4. $S&P 500(.SPX)$ One channel marked both the 2025 top and bottom.Image5. $Rivian Automotive, Inc.(RIVN)$ Another green light for RIVN ⚡️Baird upgrades to Buy. PT raised $14 → $25.Tied for the highest on the Str
RIVN, .SPX, NKE, UBER& TRUMP Welcome Great Potential to Buy
avatarShayBoloor
2025-12-12

3 REASONS AVGO EARNINGS REACTION WENT NEGATIVE

3 REASONS $Broadcom(AVGO)$ EARNINGS REACTION WENT NEGATIVE1. The backlog quality suddenly looked less securedMany investors treated the OpenAI relationship like a typical binding hyperscaler contract but Broadcom’s “multiyear journey” language in the Q&A made it sound more like a general framework than a firm capacity commitment.2. The revenue timing moved far outManagement made it clear that meaningful XPU revenue does not show up in 2026 & instead ramps in 2027–2029 and long-dated revenue always carries higher risk so this needs to be discounted.3. Supply constraints cap 2026 upsideBroadcom disclosed a $72B backlog with 18-month lead times which signals they're already running at full capacity & cannot accelerate deliveries even if d
3 REASONS AVGO EARNINGS REACTION WENT NEGATIVE
avatarTrendSpider
2025-12-12

LULU, SPY, AVGO, COST& CVNA Welcome Great Momentum!

Hello everyone! Today i want to share some technical analysis with you!1.If you put $10,000 into $Carvana Co.(CVNA)$ exactly three years ago today...You’d be sitting just shy of $1 million right now.Image2. $Costco(COST)$ The dome of DOOM. 🤢Image3.They hit $Broadcom(AVGO)$ with the uno reverse card .Image4. $SPDR S&P 500 ETF Trust(SPY)$ Santa, is that you? 🎅Image5. $Lululemon Athletica(LULU)$ posts double beat, raises guidance, increases share buyback program:~EPS: $2.59 vs $2.27 est~REV: $2.57B vs $2.48B est~Authorizes $1B increase in stock repurchase programImageFor SG user
LULU, SPY, AVGO, COST& CVNA Welcome Great Momentum!

Here are 10 Stocks that'll Benefit from Lower Rates

The Fed has just cut interest rates again and signaled another rate cut next year.Here are 10 stocks that'll benefit from lower rates: 🧵1. $Pagaya Technologies Ltd.(PGY)$ - Leading second-look lending network.- Expanding into auto loans and BNPL.- Markdowns are normalizing.Analysts expect 17% growth next year, but it's too low in my opinion. It can do way better in a lower-rate environment.It's an asymmetric opportunity at 15x earnings, given that estimates are likely too low.Image2. $Upstart Holdings, Inc.(UPST)$ - Leading AI-powered lending marketplace.- Originations grew 80% YoY, reaching $2.9 billion.- It's trading at 15x 2027 earnings despite strong growth.It got sold off after Q3 results because inve
Here are 10 Stocks that'll Benefit from Lower Rates
avatarShayBoloor
2025-12-11

MY 3 THOUGHTS ON ORCL EARNINGS

MY 3 THOUGHTS ON $Oracle(ORCL)$ EARNINGS1. Revenue missed at the worst possible momentOracle is trying to convince the market it is becoming a top-tier AI infra supplier but another revenue miss in an environment where AI spend is exploding tells investors the monetization curve still isn’t matching the bookings narrative.2. Margins compressed right as the company needs to fund multi-gigawatt buildoutsCapex pushed past $20B in six months, FCF swung from +$11B to –$13B, cloud expenses jumped 45%, and Oracle is carrying $120B+ of debt with $25B due in three years. This is real financial strain. 3. Oracle as a high-beta, high-capex AI buildout storyRPO hitting $523B is incredible but the equity is now a bet that Oracle can• build capacity faster than
MY 3 THOUGHTS ON ORCL EARNINGS
avatarTrendSpider
2025-12-11

NVO, META, MSTR, ORCL& NFLX Welcome Great Potential!

Hello everyone! Today I want to share some technical analysis with you! 1.The moment we've been waiting for: $Netflix(NFLX)$ first bullish capitulation signal since Oct 2023.Image2. $Oracle(ORCL)$ earnings took $E-mini Nasdaq 100 - main 2512(NQmain)$ on quite the ride overnight 🎢Image3. $Strategy(MSTR)$ might be the most divisive stock on Wall Street:Wells Fargo says $54.BTIG says $630.The gap between the bears and bulls is a full 312%.Image4. $Meta Platforms, Inc.(META)$ SpaceX (IPO target):$15B in revenue → $1.5T valuationMETA (today):$190B in revenue → $1.6T valuationMath
NVO, META, MSTR, ORCL& NFLX Welcome Great Potential!