YiSquared
Investor. SWE. Mainly focused in tech. Not official financial advice. Do your own research.
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$NBIS 20250718 60.0 CALL$ $NEBIUS(NBIS)$ directly benefits from the rising demand of generative AI and the growing need for specialised GPU infrastructure. It recently sees a "Buy" rating from Goldman Sachs with a price target of US$68. Coupled with the US investment plan announced (check it out on my earlier post), this is a no-brainer trade. I locked in profit and resetting cheaper with another position. @DailyTradingInsights @Daily_Discussion @Tiger_SG @TigerStars
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
🚀 DroneShield has reached a new all-time high, reflecting growing market recognition of its advanced counter-drone technology and expanding global footprint 🚀 $DRONESHIELD LTD(DRO.AU)$ $Vaneck Global Defence Etf(DFND.AU)$ The company's multi-sensor systems utilize sophisticated RF detection, AI-based threat classification, and adaptive jamming capabilities - positioning it as a leader in next-generation drone defense solutions. Its recent AU$61.6M European military defense contract and significant investments in manufacturing capacity demonstrate both robust demand and operational scalability. From an engineering perspective, DroneShield's integration of real-time signal processing
$DRONESHIELD LTD(DRO.AU)$ 🚀 DroneShield (ASX: DRO) Surges 17% on AU$61.6M European Military Contract 🚀 DroneShield just secured its largest single order ever — a massive AU$61.6 million contract with a European military customer via a private reseller. This deal alone exceeds last year’s total revenue of AU$57.5M, highlighting the explosive demand for its cutting-edge counter-drone systems. 📦 The contract covers handheld detection and counter-drone devices, set for delivery in Q3 2025. 💥 I've written about this stock in 2024 when it was AU$0.625/share. Now, this milestone confirms DroneShield’s growing footprint in the European defense market and underscores the urgent global need for advanced drone security tech. With record contra
$TIGR 20250801 10.0 CALL$ $Tiger Brokers(TIGR)$ volatility exceeding expectations. Is it going to hit $12+?
$AAPL 20250808 212.5 CALL$ $Apple(AAPL)$ I capitalised on the market pump since Apple reported better than expected iPhone sales and being proactive in the Artificial Intelligence race with their AKI problem-solving team establishment. I did, however, got in very early so theta wasn't great. An AAPL a day keeps the bears away. @DailyTradingInsights @Daily_Discussion @Tiger_SG @TigerObserver
I haven't posted in a while due to other commitments. Though I'm very happy to see $DRONESHIELD LTD(DRO.AU)$ getting the exposure it deserves besides all the NDAs 😆
$ACHR 20251121 10.0 CALL$ As the Artificial Intelligence space heats up,$Archer Aviation Inc.(ACHR)$ not-so-quietly takes market share with a $Tesla Motors(TSLA)$ collaboration rumour. Even without this speculative news, I'm still long $Archer Aviation Inc.(ACHR)$ for their Midnight eVTOL aircraft, which successfully demonstrated over the weekend at an airshow. The Midnight eVTOL aircraft is capable of carrying 4 passengers and a pilot for back-to-back trips of approx. 20 miles (~32,187 metres). What sets Archer apart is its AI pipeline - they're building
@YiSquared:🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
🔋Vulcan: Europe's Lithium Ace still Flying Under the Radar (ASX.VUL)🔋 $Tesla Motors(TSLA)$ $BYD Co., Ltd.(BYDDF)$ $iShares Global Energy ETF(IXC)$ $VANECK GLOBAL CLEAN ENERGY E(CLNE.AU)$ Vulcan $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ is a pioneering Australian-based company focused on producing Zero-Carbon Lithium™ - battery-grade lithium extracted from geothermal brine, powered entirely by geothermal energy. No evaporation ponds, no fossil fuels. It is just a closed loop, carbo-neutral process operating in Germany’s Upper Rhine Valley. &nbs
Wars and Drones
$DRONESHIELD LTD(DRO.AU)$ $Global X Defense Tech ETF(SHLD)$ $Global X Artificial Intelligence & Technology ETF(AIQ)$ $SPDR S&P Aerospace & Defense ETF(XAR)$ Modern warfare is changing faster than many expected. Expensive tanks, aircraft, and missile systems are increasingly being challenged by drones that can be produced at a fraction of the cost. Conflicts around the world have demonstrated that small unmanned systems are no longer niche tools - they are a core component of military strategy, surveillance, intelligence gathering, logistics, and precision strike
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