Hello everyone! Today i want to share some ai trading ideas with you! 1 $Amazon.com(AMZN)$ just signed a new $6B agreement with $Snowflake(SNOW)$ for its agentic computing chips. Snowflake plans to spend $6B with Amazon over the next five years deepening AWS’s role as the infrastructure layer behind enterprise AI workloads. 2 $Amazon.com(AMZN)$ first 48 Leo satellites are preparing to launch on Blue Origin’s New Glenn. This marks the first of 24 planned launches as Amazon starts building out its satellite internet network. 3 NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build

Hello everyone! Today i want to share some trading ideas with you! 1 $Oklo Inc.(OKLO)$ was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 $Broadcom(AVGO)$ launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 $SpaceX(SPCX)$ Starlink and

Hello everyone! Today i want to share some AI trading ideas with you! 1 $IREN Ltd(IREN)$ CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030. With agentic AI token demand projected to rise 24x by 2030, the companies that already control land, power, interconnects & operations are sitting on infrastructure that money alone cannot replicate this decade. 2 SK Hynix just found a way to cool HBM memory from inside the package by cutting thermal resistance by 30% & paving the way for HBM5 stacking. With SK Hynix already supplying a major share of next-gen HBM for $NVIDIA(NVDA)$ Rubin, this shows why memory is becoming

Hello everyone! Today i want to share some trading ideas with you! 1 $Micron Technology(MU)$, Samsung & SK Hynix are now expected to generate $646B in operating income in 2027 turning memory into one of the biggest profit pools in the AI infrastructure stack. HBM is displacing standard DRAM at a roughly 3:1 wafer ratio just as inference, agents & robotics are making memory bandwidth structurally critical. 2 $IREN Ltd(IREN)$ gives a look inside the liquid cooling system at its Childress site. This matters because liquid cooling is what lets AI data centers pack more GPUs into same footprint without heat becoming the limiting factor. 3 Jensen Huang is now collecting $20

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Advanced Micro Devices(AMD)$ CEO Lisa Su says CPU market is tight and expects demand to grow more than 35% annually over the next five years. AMD will keep ramping supply every quarter this year with more planned for 2027 while staying committed to China despite U.S. export controls on high-end GPUs. 2 $Advanced Micro Devices(AMD)$ CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster. She said AMD’s two major bets were $Taiwan Semiconductor Manufacturing(TSM)$ and advanced packaging a

Hello everyone! Today i want to share some trading ideas with you! 1 I don't view $T1 ENERGY INC(TE)$ as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout. Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched. Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market. 2 Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close t

Hello everyone! Today i want to share some AI stories with you! 1 $Rocket Lab USA, Inc.(RKLB)$ proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year). That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place. Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale. 2 President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilte

Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive amount of CPU-bound work around the GPU. The best way to think about this is the GPU will still continue being the engine but CPU will now become the traffic controller. If AI agents are going to run inside enterprises all day across millions of workflows then the CPU layer becomes a much more important part of the AI infrastructure stack. 1. $Advanced Micro Devices(AMD)$ AMD is the cleanest way to play the agentic AI CPU bottleneck through EPYC where they just posted record Q1 data center revenue of $5.8B (+57% YoY) and biggest gem was AMD capturing ~46% of server CPU revenue despite only 27% unit sha

Hello everyone! Today i want to share some AI trading ideas with you! 1 DDR5 MEMORY PRICES UP NEARLY 10X DDR4 is older memory that was being phased out but it's spiking too as $Micron Technology(MU)$, Samsung & SK Hynix shift wafer capacity from conventional memory into HBM for AI chips. The AI cycle is pulling on compute, memory, storage & servers at the same time with pricing power now flowing through the rest of the hardware stack. 2 Great to be featured in the Wall Street Journal today talking about the $Cerebras Systems(CBRS)$ IPO. Cerebras is attacking one of the biggest bottlenecks in the AI economy like running massive models faster, cheaper and more efficient

Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online. This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in. 2 $Ondas Holdings Inc.(ONDS)$ revenue is expected to reach nearly $1B a year by 2028. That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform. 3 Joshua Kushner’s firm Thrive Capital just made a new $100M investment in

Hello everyone! Today i want to share some AI stories with you! 1 $NEBIUS(NBIS)$one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate. Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue. Nebius is positioning itself as the cloud utility for the agentic AI era. 2 $NVIDIA(NVDA)$just hit new all-time highs and crossed a $5.5T market cap for the first time ever. Nvidia is now worth more than the GDP of every country in the world except the U.S. and China. 3 $Eos Energy Enterprises Inc.(E

Hello everyone! Today i want to share some trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem. 2 The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nucl

Hello everyone! Today i want to share some trading ideas with you! 1 Seth Klarman Investing Rules 2 Nice visual of how sectors move based on where we are in the business cycle: 3 I always invest with the intention of holding forever. I actually hold until: 1) The thesis is busted 2) I want to use the capital for something else 4 Cash Flow Ratios Every Investor Should Memorize: 5 Face value. Fair value. Market value. Book value. What's the difference? 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off

Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ ROBOTICS IS COMING Rocket Lab acquiring Motiv Space Systems brings Mars-proven robotics, precision motion control and hard-to-source spacecraft components in-house. 2 $Hims & Hers Health Inc.(HIMS)$reiterated its 2030 targets with “high conviction” in reaching at least $6.5B of revenue. The long-term guide also calls for at least $1.3B of adjusted EBITDA by 2030. 3 Six months ago, $Micron Technology(MU)$ was a $300B company that many thought was already at peak earnings. This past week, it added another $300B in marke

1 TUNE INTO FOX BUSINESS I’ll be covering: • Massive satellite-to-phone opportunity for $AST SpaceMobile, Inc.(ASTS)$ • $Rocket Lab USA, Inc.(RKLB)$can become the second pillar of the space economy & scale toward a $100B company • $Applied Optoelectronics(AAOI)$ role in the AI data center buildout as GPUs drive more traffic across racks, clusters & memory layers • Why I initiated a position in $ServiceNow(NOW)$ as the AI Control Tower story starts showing up in pricing, agent permissions, approvals, workflows & human oversight 2