Hello everyone! Today i want to share some trading ideas and ai news with you! 1 $Meta Platforms, Inc.(META)$ is laying out the endgame for Muse as a “business in a box” that can turn an idea into a product, build online presence, plug into Meta’s services and run the ads. Zuck says it should eventually “carry on the business and make money for you” putting Meta underneath full lifecycle of millions of micro businesses and giving it a tax on the commerce. 2 Anthropic has now lined up ~$518B of compute deals across $Amazon.com(AMZN)$, $Alphabet(GOOGL)$, $Microso

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is becoming a core piece of the robotaxi stack as autonomous fleets move into commercial scale. Every major robotaxi program operating at scale today is already using Nvidia across training, simulation and in-vehicle compute. 2 Ryan Cohen just put another ~$20M into $GameStop(GME)$ buying 1M shares at an average price of $20.38. The purchase takes his beneficial ownership to 8.5% of the company. 3 The Pentagon may be about to fund the AI buildout directly with a reported $5B loan to $Alphabet(GOOG)$ backed Fluidstack. That would push

Hello everyone! Today i want to share some trading ideas with you! 1 $SpaceX(SPCX)$ just unveiled Starlink Router 4 with its first Wi Fi 7 router with faster speeds that support for up to 510 devices and coverage of up to 3,500 square feet. This is how Starlink starts owning full connection from space all the way into the home. 2 Truist initiates $NEBIUS(NBIS)$ with a $355 price target calling it a “scaling AI-native hyperscaler still building out its infrastructure.” They see 2027 ARR estimates as too low with AI capacity still scarce and Nebius pricing ~$25M per MW on longer deals & $50M on shorter contracts. 3 $Sa

Hello everyone! Today i want to share some trading ideas with you! 1 $CoreWeave, Inc.(CRWV)$ CEO says world’s ability to deliver compute “will continue to be wildly overwhelmed” by AI demand and now enterprises like $Caterpillar(CAT)$ are starting to build their own dedicated AI clusters. That adds an entirely new buyer class to a market CoreWeave already believes may not reach supply demand balance until the end of the decade. 2 $NEBIUS(NBIS)$ CEO says AI compute demand is now stretching into 2028 with customers asking for tens of thousands of GPUs and “much more ask than we can physically serve.” Nebius says it cou

Hello everyone! Today i want to share some trading ideas with you! 1 $IONQ Inc.(IONQ)$ raised 2026 revenue guidance to $455M after closing SkyWater with CEO Niccolo de Masi pointing to “market traction of our quantum platform” and manufacturing scale it adds The acquisition gives IonQ more control over how its quantum hardware gets built as business scales 2 The U.S. government is backing $Rigetti Computing(RGTI)$ and $D-Wave Quantum Inc.(QBTS)$ with up to $200M combined to scale next generation quantum systems. Commerce will also take minority stakes in both as Rigetti works to scale superconducting systems and D W

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Tesla Motors(TSLA)$ just put its steering-wheel-free Cybercab into public Robotaxi service in Austin with Starlink and a dedicated theater mode built in. Wild seeing how Tesla is starting to design the car around what passengers do once nobody has to drive it. $Tesla Motors(TSLA)$ just released a new Cybercab launch video declaring “the future has arrived.” The messaging is clearly shifting toward Cybercab as a product Tesla is preparing to put on the road. 2 $Meta Platforms, Inc.(META)$ CEO Mark Zuckerberg reportedly urged President Trump to r

Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ now sees AI semiconductor revenue reaching $115B in FY27 and $230B in FY28 which would be a 4x increase in two years. Broadcom already has the supply secured to support that ramp with demand running ahead of plan. 2 $Broadcom(AVGO)$ has begun production shipments of $Alphabet(GOOGL)$ next-generation TPU v8i with Anthropic expected to deploy another 5 GW in 2027. That gives Broadcom another large-scale TPU ramp beyond Google as the same architecture expands across multiple AI customers. 3

Hello everyone! Today i want to share some trading ideas and news with you! 1 $Intel(INTC)$ and $CrowdStrike Holdings, Inc.(CRWD)$ are pushing AI security all the way down to the silicon as agentic AI creates a new attack surface across the PC. Intel is pairing chip-level protections across CPUs, GPUs and NPUs with CrowdStrike Falcon betting that securing AI agents will require hardware and cloud security to work as one stack. 2 $Applied Optoelectronics(AAOI)$ is locking in more than 1.1 million square feet of new Houston industrial space across two 10-year leases. This is another sign Applied Optoelectronics is pre

Hello everyone! Today i want to share some trading ideas with you! 1 Anthropic has signed a $35B cloud deal with $NVIDIA(NVDA)$ backed Lambda to expand its AI compute capacity. What makes the deal more interesting is that Nvidia also supplies the GPUs and already secured the $Hut 8 Mining Corp(HUT)$ data center capacity where that compute will run. 2 $Robinhood(HOOD)$ banking push is starting to become a meaningful part of the platform with Robinhood Banking now crossing $4B in assets. CEO Vlad Tenev says the growth is “a sign of how much trust customers are placing in us with their money.” 3

Hello everyone! Today i want to share some ai trading ideas with you! 1 The cleanest test of the AI cycle is what $NVIDIA(NVDA)$ is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter. If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over. That demand base is still expanding too with $SpaceX(SPCX)$ potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales. 2 $Meta Platforms, Inc.(META)$ says states have d

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Meta Platforms, Inc.(META)$ is bringing autonomous AI agents to consumers with “Hatch” expected to handle multi-step tasks like coding, scheduling appointments and managing emails. The launch extends Meta’s internal OpenClaw agent into a consumer product ahead of its next AI model “Watermelon.” 2 $NEBIUS(NBIS)$ just closed an upsized $5.75B convertible offering to keep funding its AI infrastructure buildout. The capital will go toward new data centers, GPUs and scaling its full-stack cloud while $800M of older converts are being exchanged for ~16M shares. 3

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is pushing deeper into AI software as its relationship with Perplexity expands beyond infrastructure. Nvidia is reportedly discussing an investment at a $30B valuation after previously considering a licensing deal for Perplexity’s technology and talent. 2 The next phase of HBM could push $Micron Technology(MU)$ and $SK hynix(SKHY)$ further up AI value chain as memory moves directly on top of the GPU. zHBM would collapse memory and compute into one 3D package eliminating the 2.5D interposer and increasing the value memory suppliers can

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is turning to the Nordics to help solve AI’s next bottleneck by finding powered capacity for its GPUs. Nvidia is matching GPU buyers with operators across a region where abundant power, land and cooler climates are attracting major AI infrastructure builds. 2 $Snowflake(SNOW)$ is positioned as one of the clearest software beneficiaries of the new AI economy because it can monetize machine activity as every useful agent needs enterprise context. That means retrieving data, running queries and writing information back allowing Snowflake to capture more consumption across compute, storage, anal

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Cerebras Systems(CBRS)$ says its new CS-4 delivers up to 30x faster inference than GPUs while doubling CS-3 performance and improving efficiency by up to 10x. That extra speed gives AI agents more room for reasoning and tool use while pushing Cerebras deeper into production workloads. 2 $Rocket Lab USA, Inc.(RKLB)$ was selected as one of five vendors for the U.S. Space Force’s Space Data Network with a 2027 Photon mission set to test interoperability with $SpaceX(SPCX)$ $2.3B network backbone. Rocket Lab’s $12M award covers a Photon spacecraft

Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ just secured approval to keep scaling Vineland after the planning board backed its expansion 9 to 1. The vote clears construction to continue and locks in 300 MW of capacity at the site. 2 Cramer thinks $Micron Technology(MU)$ can double again because the market is still pricing Micron like a boom and bust memory stock. He says data center demand has become “endless” while long term agreements lock in margins making this cycle fundamentally different from what the market is used to. 3 $Alphabet(GOOGL)$ is turning Spirit Airlines bankr