Hello everyone! Today i want to share some strategies from AI giants with you! 1 $NVIDIA(NVDA)$ has the “lowest cost per token in the world” which is really a claim about owning the economics of inference. The company that delivers the most tokens per watt, per rack and per dollar is the one that captures the most demand and the best margins as AI scales. 2 $Hims & Hers Health Inc.(HIMS)$ CEO Andrew Dudum says some of the most defensible businesses in AI era are the ones rooted in real-world infrastructure & specialization. Essentially saying that Hims is licensed care delivery, pharmacy fulfillment & physical healthcare infrastructure operating at scale. 3 Bill
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The AI Inference Boom!
The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud: • AI Silicon: $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$, $Intel(INTC)$ • Foundry & Packaging: $Taiwan Semiconductor Manufacturing(TSM)$, $Amkor Technology(AMKR)$, $GLOBALFOUNDRIES Inc.(GFS)$ • Memory & Storage:
The AI Inference Boom!
Trading Ideas: Investing Wisdom
Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ has secured three additional Electron launches from iQPS bringing its total contracted missions with Japanese SAR satellite operator to 15. The new launches begin in 2028 from New Zealand & deepen Rocket Lab’s role as iQPS’s main launch provider for QPS-SAR satellites. 2 $Amazon.com(AMZN)$ is up ~5% after CEO Andy Jassy said two large AWS customers wanted all of Amazon’s 2026 Graviton capacity. He also said Amazon’s chips business would be running at about $50B annually if it were a standalone business with Trainium4 already sold out before shipping.
Trading Ideas: Investing Wisdom
AI Giants: What's the Next Stage?
Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n
AI Giants: What's the Next Stage?
AI Giants: What's the Next Stage?
AI Giants: What's the Next Stage?
SpaceX Drives the Public Space Area
If the market is going to crowd into public space proxies ahead of SpaceX then I think $Rocket Lab USA, Inc.(RKLB)$ & $AST SpaceMobile, Inc.(ASTS)$ are two of the best places for that capital to land. Rocket Lab gives you a real space infrastructure platform across launch, spacecraft, defense & Neutron upside while AST is going after one of the most commercially valuable use cases in the category (space-based cellular broadband). 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. 🎉C
SpaceX Drives the Public Space Area
AI Chains: What's the Next Stage?
Hello everyone! Today i want to share some trading ideas with you! 1 $Alphabet(GOOGL)$ launched Gemma 4 which is its newest open model family built for reasoning, multimodal tasks, agentic workflows & efficient on-device use. The release adds long context, code generation & support for 140+ languages as Google keeps expanding its open model ecosystem. 2 $NVIDIA(NVDA)$ said it is working with $Alphabet(GOOGL)$ to optimize the new Gemma 4 open models across Nvidia’s full AI stack. It is another sign Nvidia wants open models running efficiently everywhere from edge devices to high-end AI infrastructure. 3 Gre
AI Chains: What's the Next Stage?
AI Chains: What's the Next Stage?
Hello everyone! Today i want to share some AI trading ideas with you! 1 Jensen Huang says $NVIDIA(NVDA)$ invested $2B in $Marvell Technology(MRVL)$ because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric. 2 $Rocket Lab USA, Inc.(RKLB)$ Mars Telecommunications Orbiter is being built to keep future Mars missions connected. It is the communications infrastructure meant to support the next phase of human exploration on the Red Planet. 3
AI Chains: What's the Next Stage?
AI Chains: What's the Next Strategies?
Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ has started testing “Instagram Plus” a premium subscription in select countries with features like stealth Story viewing, rewatch counts, unlimited audience lists & Story boosts. The test adds another monetization layer to Instagram beyond ads. 2 Elon Musk says $Tesla Motors(TSLA)$ is making a “big investment” in Japan centered on service, Superchargers & deeper local infrastructure buildout. Tesla plans to more than double its service centers in Japan this year to improve after-sales support. 3 $Alphabet(GOOGL)$</
AI Chains: What's the Next Strategies?
AGENTIC AI SECURITY STACK
AGENTIC AI SECURITY STACK • $Zscaler Inc.(ZS)$ access layer for agentic systems • $Okta Inc.(OKTA)$ identity control for humans & agents • $Fortinet(FTNT)$ network security for agent traffic at scale • $Cloudflare, Inc.(NET)$ edge security for internet-facing agent activity • $Palo Alto Networks(PANW)$ full-stack security across the agentic enterprise • $Dynatrace Holdings LLC(DT)$ observability & security visibility for complex AI systems
AGENTIC AI SECURITY STACK
AI Chains: The High-tech Drived AI Booming
Hello everyone! Today i want to share some trading ideas with you! 1 $Eos Energy Enterprises Inc.(EOSE)$ says Battery Line 2 has completed Factory Acceptance Testing ahead of installation at its Thorn Hill facility. The new line is expected to cut raw material travel by 86% and reduce line length by 40% while improving cycle times, redundancy & overall production efficiency. 2 $Meta Platforms, Inc.(META)$ introduced TRIBE v2 which is a brain-response model trained on 500+ hours of fMRI data from 700+ people to predict neural responses to images, video & sound. Meta is building something that looks increasingly like a proprietary mind map of human attention & per
AI Chains: The High-tech Drived AI Booming
AI POWER TEND TO PAUSE NEW HIRING
Hello everyone! Today i want to share some trading ideas with you! 1 $Microsoft(MSFT)$ reportedly told leaders across major cloud and sales groups to pause new hiring. Another sign the AI era is starting to reshape headcount as efficiency gains begin to replace the need for incremental hiring. 2 The Mag 7 from peak to now: • $Apple(AAPL)$: -13% • $NVIDIA(NVDA)$: -16% • $Alphabet(GOOGL)$: -17% • $Amazon.com(AMZN)$: -18% •$Tesla Motors(TSLA)$:
AI POWER TEND TO PAUSE NEW HIRING
AI Actions: RKLB, META& BMNR
Hello everyone! Today i want to share some Giants’ strategies with you! 1 President Trump is reportedly set to name $Meta Platforms, Inc.(META)$ founder Mark Zuckerberg, $Oracle(ORCL)$ founder Larry Ellison & $NVIDIA(NVDA)$ founder Jensen Huang to a new tech advisory panel on AI and emerging technologies. The council is expected to advise on AI policy and other key tech issues. 2 $Meta Platforms, Inc.(META)$ is rolling out a new stock option program that could pay top executives hundreds of millions if the company grows at an extremely aggressive pace. T
AI Actions: RKLB, META& BMNR
SPACE STOCKS ARE RIPPING TODAY
• $Intuitive Machines(LUNR)$ +20% • $Firefly Aerospace Inc.(FLY)$ +18% • $Momentus Inc.(MNTS)$ +16% • $BlackSky Technology Inc.(BKSY)$ +15% • $Planet Labs Pbc(PL)$ +13% • $Rocket Lab USA, Inc.(RKLB)$ +13% • $AST SpaceMobile, Inc.(ASTS)$ +12% • $Virgin Galactic(SPCE)$ +11% • $R
SPACE STOCKS ARE RIPPING TODAY
What Happen During the Choppy Water?
Hello everyone! Today i want to share some trading news with you! 1 $Celsius Holdings, Inc.(CELH)$ down over 15% in the past week after $Costco(COST)$ rolled out Kirkland Signature energy drinks at just $0.70 per can with 200 mg of caffeine. That is a major price undercut versus most energy drinks closer to $2 per can & if Costco gets the taste right it could take real share. 2 $Microsoft(MSFT)$ announced an AI collaboration for nuclear energy with $NVIDIA(NVDA)$. The partnership points to growing interest in applying AI to nuclear operations and infrast
What Happen During the Choppy Water?
How can We Find the Cherished Stock?
Hello everyone! Today i want to share some trading ideas with you! 1. $Amazon.com(AMZN)$ ramps LEO deployment with larger payloads and a deep launch pipeline positioning for a step-up in satellite deployment in year two. 200+ satellites ready with 20+ missions planned across Atlas V, Ariane 64, Vulcan & New Glenn as launch cadence accelerates. 2 Jensen Huang says orbital data centers could tap continuous solar power in space and push compute to new limits. The challenge is cooling without air or conduction so $NVIDIA(NVDA)$ is exploring massive radiators along with redundancy and radiation hardening to make it viable. 3
How can We Find the Cherished Stock?
AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Hello everyone! Today i want to share some trading ideas with you! 1 AI SEMIS KEEPING THE MOST OF EVERY DOLLAR Operating margin breakdown: • Best-in-class (50%+) | $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$ • Elite (40–49%) | $Micron Technology(MU)$, $Arista Networks(ANET)$, $KLA-Tencor(KLAC)$, $Broadcom(AVGO)$ • Strong (30–39%) | $ASML Holding NV(ASML)$,
AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
IREN: Why I am So Bullish on it!
thought I’d share my latest updated thoughts on $IREN Ltd(IREN)$ that I sent to my subscriber community with all of you since I’ve seen so many questions about what I’m doing with the position in my growth portfolio. IREN has a very real asset base and a genuine power story which in some ways makes its foundation more defensible than many of the neoclouds but the market just isn't going to reward that as instantly as it rewards something like $NVIDIA(NVDA)$ Rubin access or a Jensen architecture signal for $NEBIUS(NBIS)$. The $Microsoft(MSFT)$ relationship i
IREN: Why I am So Bullish on it!
KEY FIB LEVELS FOR POPULAR GROWTH STOCKS
Space • $Rocket Lab USA, Inc.(RKLB)$ -- $67 • $AST SpaceMobile, Inc.(ASTS)$ -- $87 • $Planet Labs Pbc(PL)$ -- $24 • $BlackSky Technology Inc.(BKSY)$ -- $23 Photonics • $Applied Optoelectronics(AAOI)$ -- $83 • $Lumentum(LITE)$ -- $504 • $COHERENT(COHR)$ -- $203 • $Ciena(CIEN)$ -- $278 Drones •
KEY FIB LEVELS FOR POPULAR GROWTH STOCKS
AI Trading: GOOGL, AMZN& RIVN
Hello everyone! Today i want to share some trading ideas with you! 1. $Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform. Image 2. $Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. Image 3 $Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pac
AI Trading: GOOGL, AMZN& RIVN
Trading Ideas: WMT, MU, RKLB& AMZN
Hello everyone! Today i want to share some trading ideas with you! 1. My top 2026 rerating pick is working out exactly as expected. I’ve been pounding the table on $DOCN since the $20s when the market mispriced it as as AWS-lite business at ~10x EBITDA. When in reality, it’s a picks-and-shovels winner of Agentic AI that's monetizing long-tail workloads that don’t want $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure or $Alphabet(GOOGL)$ Cloud pricing or complexity. This is what conviction looks like when you put in the work before the narrative catches up to the price. 2. $Rocket Lab USA, Inc.(RKLB)$ just crossed a $2B b
Trading Ideas: WMT, MU, RKLB& AMZN
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