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.

avatarTiger_story
34 minutes ago

Trading Ideas: How to be the Winner in the Market?

Hello everyone! Today i want to share some trading ideas with you! 1 Inflation in June Was Lower Than Anticipated. Could That Support a New Crypto Bull Market? According to Consumer Price Index (CPI) data published in mid-July, inflation in June fell 0.4% for the month and was 3.5% annualized, the largest monthly decline since April 2020. For $Bitcoin(BTC.USD.CC)$ holders down 49% from October 2025's all-time high, that readout was a breath of fresh air. One print isn't going to kick off a new crypto bull market on its own. But it's still a step forward in fulfilling some of the preconditions for one, so let's take a closer look at how this might affect the market. The mechanics of a market turn Every recent crypto bull marke
Trading Ideas: How to be the Winner in the Market?

Here's a thought experiment on the longer term robotics TAM.

Probably worth a read for those who have lost a bit of faith in robotics plays like $Ouster Inc.(OUST)$ at $2.5B MC or Harmonic Drive (6324) at $4.3B MC or $Churchill Capital Corp XI(CCXI)$. Note this is just a look at US TAM & this a more bullish take. ~170 million Americans are employed * $65k average salary = $11T (today). There is no world where robots replace humans entirely but figuring out a fair % is the way to do it. By 2040: Here's the key industries (not an exhaustive list): 1. Manufacturing: ~12.8M workers at avg wage $58k -> total wage pool of $740B. -> $BMW.NE, $Tesla Motors(TSLA)$,
Here's a thought experiment on the longer term robotics TAM.

AI Trading Ideas: How to Embrace the AI Booming?

Hello everyone! Today i want to share some ai trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ filed for 30 day FCC authorization to test direct to device broadband on 800 MHz spectrum using standard smartphones. The spectrum sits beside the $AT&T Inc(T)$ and $Verizon(VZ)$ bands already leased to AST potentially expanding coverage and capacity. 2 Wolfe Research sees $NEBIUS(NBIS)$ reaching $30B in revenue and $21B in EBITDA by 2030 with the ramp beginning in 4Q26 as Vineland comes online and unlocks more contracted revenue. That path is backed by $46B
AI Trading Ideas: How to Embrace the AI Booming?

SPCX, NBIS, ORCL, MU& PLTR Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 $Palantir Technologies Inc.(PLTR)$ Looks like one big flag to me. 2 $Micron Technology(MU)$ The neckline technically broke down on Friday after the shoulder fully formed this week. 3 $Oracle(ORCL)$ Slight bounce at the trend zone this week. More importantly, the Williams % Range ticked up on a red weekly candle. Generally a strong bullish divergence signal. 4 $SpaceX(SPCX)$ Price is heading the opposite direction of space. 5 $NEBIUS(
SPCX, NBIS, ORCL, MU& PLTR Enjoy Great Potential to Buy!

BABA, NOK, PLTR, SKHY& MSFT Embrace the Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1 Buying Microsoft here means you're paying the same valuation as: -2020 Covid lows -2022/23 Bear Market lows $Microsoft(MSFT)$ 2 What a weekly candle 😂 $SK hynix(SKHY)$ 3 Another bounce at the aVWAP with MACD looking hot and ready 👀 $Palantir Technologies Inc.(PLTR)$ 4 $Nokia Oyj(NOK)$ just saw its worst weekly losing streak since 2002... 😬 5 $Alibaba(BABA)$ has announced the launch of Qwen 3.8 👀 The company says it is "second on
BABA, NOK, PLTR, SKHY& MSFT Embrace the Upward Momentum!
avatarTiger_story
07-17 16:05

How to Be the Smart Investor?

Hello everyone! Today i want to share some trading ideas with you~ 1 Economists on AI-infused future: "We must act now" A new statement signed by hundreds of prominent economists shows how some leading thinkers see the opportunities and risks of artificial intelligence. The debate it has triggered sheds light on perhaps the most crucial economic question of our age. The big picture: AI — and the positive and negative disruptions it will cause — is emerging as a seismic question for the economic future. $NVIDIA(NVDA)$ That part, everybody can agree on. Less settled is how society should grapple with that fact. Driving the news: The statement, titled "We Must Act Now," was organized by Stanford's Erik Brynjolfsson and other leading e
How to Be the Smart Investor?

AI Trading Ideas: Which One is the Latest Winner?

Hello everyone! Today i want to share some trading ideas with you! 1 I’m disappointed that $AST SpaceMobile, Inc.(ASTS)$ pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were exc
AI Trading Ideas: Which One is the Latest Winner?

AI Capex is forecast to be exceed $1 TRILLION next year.

Actually stop for a second and think where we are in the AI cycle. 1. CPO with $Applied Optoelectronics(AAOI)$, $Credo Technology Group Holding Ltd(CRDO)$, $Marvell Technology(MRVL)$, $Lumentum(LITE)$ etc is a 2027-2029 story. -> We have some CPO names trading less than 3x 2027 revenues with revenues growing ~12x over the next 18 months. 2. Neoclouds like $NEBIUS(NBIS)$ is a 2025-2030 onwards story. Jensen literally said "take care of you." -> $27B
AI Capex is forecast to be exceed $1 TRILLION next year.

AI Stories: Why you Shoud not Escalate from AI Wave?

Hello everyone! Today i want to share some investing stories with you! 1 If you bought Bitcoin when Cathie Wood did, here's what you have today Most people who talk about Bitcoin missed it. Cathie Wood is not one of them. The ARK Invest CEO disclosed in a 2022 podcast interview with Peter McCormack that she bought $100,000 worth of Bitcoin personally, at around $250 per coin, after reading the Satoshi white paper. She has never sold a single coin. That disclosure landed at a time when Bitcoin was hovering around $19,000. It reads very differently today. The calculation At $250 per coin, a $100,000 investment bought exactly 400 BTC. That is a straightforward number. Today, Bitcoin is trading at approximately $63,020. Those 400 coins are worth just over $25.2 million. A return of more than 2
AI Stories: Why you Shoud not Escalate from AI Wave?

AI Trading Ideas: PYPL, NVDA, ASTS, EOSE& ASML

Hello everyone! Today i want to share some trading ideas with you! 1 $ASML Holding NV(ASML)$ makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year. When $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $SK hynix(SKHY)$ and $Micron Technology(MU)$ place orders with ASML they're effectively voting on the amount of advanced chip capacity they expect to need several years from now. With logic and memory now growing together, ASML is b
AI Trading Ideas: PYPL, NVDA, ASTS, EOSE& ASML

SNDK, .SPX, ORCL& ASTS Welcome Great Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you! 1 $Oracle(ORCL)$ Does everyone finally hate this stock enough for it to make an explosive upside move? My guess is, yes. 2 $AST SpaceMobile, Inc.(ASTS)$ This anchored VWAP pinch is breaking down in after hours trading. 3 $Oracle(ORCL)$ Does everyone finally hate this stock enough for it to make an explosive upside move? My guess is, yes. 4 $S&P 500(.SPX)$ Why do I feel like a Trump card is about to be pulled to tank oil and blast the market off to new all-time highs? 5
SNDK, .SPX, ORCL& ASTS Welcome Great Upward Momentum Here!

NVDA, TSM, ORCL, MSFT& AMZN Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support $Amazon.com(AMZN)$ 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ $Microsoft(MSFT)$ 4 Any takers? $Oracle(ORCL)$ 5 BREAKING: $NVIDIA(NVDA)$ has announced two new Blackwell-powered m
NVDA, TSM, ORCL, MSFT& AMZN Enjoy Great Potential to Buy!

AI Trading Ideas: IBM, AAPL, PLTR& AEHR

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Aehr Test(AEHR)$ Q4 EARNINGS • Revenue: $19M vs. Est. $19M • EPS: $0.11 vs. Est. ($0.01) • Bookings: $61M • Backlog: $100M FY27 Guidance • Revenue: $140M vs. Est. $85M (+180% YoY) Silicon photonics now has two customers including a new global networking leader forecasting additional systems as optical I/O ramps across AI data centers. Received $8M in new silicon carbide WaferPak orders over the past month including a direct order from a top-three global automaker. Its hyperscale Sonoma customer also placed record follow-on orders and is expanding to a second device with twice the power per package. 2 $IBM(I
AI Trading Ideas: IBM, AAPL, PLTR& AEHR

Trading Ideas: How to Keep the Latest Trend with Winner?

Hello everyone! Today i want to share some investing stories with you! 1 AI BOOMING After a first half of 2026 dominated by blockbuster AI, semiconductor, and space IPOs, the market is entering a new phase. Strategists say the back half is shaping up as a rebalancing: mid-cap and overlooked sectors are preparing to test investor appetite as money moves beyond a handful of crowded mega-cap AI and chip trades. $SpaceX(SPCX)$, which went public on June 12 on the Nasdaq Global Select Market under the ticker SPCX, has been the defining deal of the year. The Elon Musk-led company raised roughly $86 billion in its IPO, giving it a market value of nearly $1.8 trillion at listing and making it the largest IPO in financial market history. Ex
Trading Ideas: How to Keep the Latest Trend with Winner?

AMZN, MU, .SPX, MSFT& ORCL Welcome Great Upward Momentum Here

Hello everyone! Today i want to share some technical analysis with you! 1 $Oracle(ORCL)$ "Good news" is that the gap filled today. The bad news is there is another one that fills at $108.38. This thing is in absolute free fall. 2 $Microsoft(MSFT)$ Coiled about as tight as it can be. Which way does this break? 3 $S&P 500(.SPX)$ Ascending triangle on the daily candle chart. 4 $Amazon.com(AMZN)$ This thing has been a total pain in the ass. Finally ready to make a move through the volume gap? 5 $Micron Tec
AMZN, MU, .SPX, MSFT& ORCL Welcome Great Upward Momentum Here

IBM, LCID, CRWD, MU& GS Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 Investment banks have been absolutely printing since late 2023 🔥 $Goldman Sachs(GS)$ +289% $Morgan Stanley(MS)$+208% 2 Its a dogfight at the 50, with Trump on one side and Burry on the other... Who you taking? $Micron Technology(MU)$ 3 Now that's a breakout 🎯 $CrowdStrike Holdings, Inc.(CRWD)$ 4 $IBM(IBM)$ just officially had its worst day in the company's 115 year history 🩸 Do you dare buy the blood? 5 Update:
IBM, LCID, CRWD, MU& GS Enjoy Great Potential to Buy!

AI Booming: Who is the Biggest Winner?

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $Meta Platforms, Inc.(META)$ can rerate closer to 25x earnings. 2
AI Booming: Who is the Biggest Winner?

SOFI, ORCL, AMZN, MRVL& NOW Confronted Distinctive Situation

Hello everyone! Today i want to share some technical analysis with you! 1 $ServiceNow(NOW)$ you've got my attention... 2 Jensen Huang called it "the next trillion-dollar company" Still a long way to go 👀 $Marvell Technology(MRVL)$ 3 6+ years of build-up now approaching the apex... 🌶️ $Amazon.com(AMZN)$ 4 Oh dear god 🩸 $Oracle(ORCL)$ entering its 7th red week in a row and falling straight through support 5 $SoFi Technologies Inc.(SOFI)$ CEO took a gulp... 🥤 Follow me to learn more about analysis!!
SOFI, ORCL, AMZN, MRVL& NOW Confronted Distinctive Situation

Trading Stories: How to be the Winner in the Market?

Hello everyone! Today i want to share some investing stories and targets with you! Hope you can enjoy it! 1 Can AI answer the $3 trillion question? Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on the implications of Silicon Valley's titanic spend on AI infrastructure. In 2023, he was reacting to $NVIDIA(NVDA)$'s reported annual GPU revenue of $50 billion. Starting with that figure, and adding in the implied costs of operating the data centers and the margins for their operators, he deduced that $200 billion in revenue would be required to pay back the up-front investment. He took it as a challenge, asking entrepreneurs to come up with AI products and services to make use of
Trading Stories: How to be the Winner in the Market?

MiniMax Raises Another HK$16 Billion as Domestic Foundation Models Ignite a Financing Boom

MiniMax Secures HK$16 Billion in New Funding Round $MINIMAX-WP(00100)$ In early trading day, MiniMax completed a fresh financing round of HK$16 billion. The transaction attracted a broad coalition of top-tier international sovereign wealth funds, long-only funds, leading Chinese institutional investors, and premier multi-strategy funds, with participation spanning Asia‑Pacific, Europe, and the U.S. markets. Among them were more than 20 long-only and sovereign investors, while a number of pre-IPO and cornerstone backers increased their stakes during this round. According to sources, the offering drew interest from over 100 institutions and achieved 7× oversubscription. The initial deal size was set at roughly US$1.8 billion, but st
MiniMax Raises Another HK$16 Billion as Domestic Foundation Models Ignite a Financing Boom