Hello everyone! Today i wan to share some ai trading ideas with you! 1 $Microsoft(MSFT)$ has one of the clearest full-stack AI monetization stories in the market today. Azure captures infrastructure spending, Foundry monetizes model deployment and governance, Fabric and its databases own the data layer while Copilot, GitHub, Dynamics and Microsoft 365 capture the application layer. That breadth is already showing up in the numbers with Azure growing 43% despite surpassing $100B in annual revenue, guidance accelerating toward 45% next quarter and commercial RPO reaching $678B. MSFT added another gigawatt of capacity this quarter and remains on track to roughly double total capacity within two years. That expansion included 31 new da

Hello everyone! Today i want to share some trading ideas with you! 1 I think its wild how much the market is overreacting to $Alphabet(GOOGL)$ raising annual capex by $15B to $200B and posting its first negative FCF quarter since 2005 Few companies are more trustworthy with that investment than one that's generated an average ROIC of ~37% over that period 2 $Advanced Micro Devices(AMD)$ is expected to nearly triple annual revenue to more than $100B by 2028 as MI450 and Helios drive the next phase of data center growth. That ramp could establish Instinct as a credible second source at scale as inference demand expands enough to support multiple winners. 3

When AI bears look at the low multiples $SK hynix(SKHY)$, $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$ and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margins.” The reason these suppliers trade at such low multiples is precisely because the market already assumes today’s earnings are temporary... people aren't valuing current margins as permanent so the debate is really about duration. If earnings peak this year and begin collapsing shortly afterward then the low multiples are traps and I agree with the bears but if supply re

Hello everyone! Today i want to share some trading ideasi with you! 1 $Intel(INTC)$ earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself. 2 $Alphabet(GOOGL)$ is the most profitable company in the world

Hello everyone! Today i want to share some trading analysis with you! 1 UBS says $Micron Technology(MU)$ could repurchase more than 40% of its shares by the end of 2028 once its buyback restriction expires in December 2026. The firm expects Micron to generate over $400B in free cash flow through 2028 which could fund the repurchases at current prices. 2 $Alphabet(GOOGL)$ is developing a new AI chip called “Frozen v2” that could run Gemini models nearly 10x more efficiently than its latest TPUs. The chip is targeted for 2028 and would hardwire parts of Gemini to improve speed and efficiency while easing Google’s compute constraints. 3

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

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

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

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

Hello everyone! Today i want to share some trading ideas with you! 1 $Netflix(NFLX)$ is reportedly exploring live channels and streaming bundles as engagement shows signs of slowing. The company is also eyeing more event-based sports including possible World Cup bids and could sell other streamers like Peacock inside the Netflix app. 2 $Amazon.com(AMZN)$ Shipping is reportedly targeting $FedEx(FDX)$ and $United Parcel Service Inc(UPS)$ customers with lower parcel pricing and fewer surcharges. Some customers are saving up to $6 per package while one large retai

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Cloudflare, Inc.(NET)$ has a real shot to become one of the next megacaps in the AI economy. The internet is being rebuilt around AI agents, developers and real-time data movement and Cloudflare sits directly in the flow of how the web is accessed and secured. Today’s OpenAI announcement shows why that matters with more than 20% of the web behind Cloudflare’s network and a growing role in how content surfaces inside ChatGPT answers. 2 Jeff Bezos Blue Origin is reportedly raising outside capital for the first time seeking $10B at a $130B pre-money valuation. This is very bullish for $Rocket Lab USA, Inc.(RKL

Hello everyone! Today i want to share some ai trading ideas with you! 1 I'm up more than 20x on my $Rocket Lab USA, Inc.(RKLB)$ position after going overweight under $4 three years ago. That return didn't come in a straight line because the stock has already gone through four separate drawdowns of 40% or more on the way here. This current drawdown feels no different because volatility has always been the cost of admission for long-term compounding in this name. 2 $Meta Platforms, Inc.(META)$ is already using AI to improve its ad engine which makes it a clear winner in the AI economy. The market still wants proof that its massive infrastructure spend can create revenue beyon