YiSquared
YiSquared
Investor. Engineer. 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
šŸŽÆ The Funnel Approach to AI & Energy Investing šŸŽÆ 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: āž”ļø 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
$DRONESHIELD LTD(DRO.AU)$   šŸš€ DroneShield (ASX: DRO) Surges 17% on AU$61.6M European Military Contract šŸš€ 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. šŸ“¦ The contract covers handheld detection and counter-drone devices, set for delivery in Q3 2025. šŸ’„ 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
šŸš€ DroneShield has reached a new all-time high, reflecting growing market recognition of its advanced counter-drone technology and expanding global footprint šŸš€ $DRONESHIELD LTD(DRO.AU)$   $Vaneck Global Defence Etf(DFND.AU)$  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
$TIGR 20250801 10.0 CALL$  $Tiger Brokers(TIGR)$ 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
$ACHR 20251121 10.0 CALL$  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:šŸŽÆ The Funnel Approach to AI & Energy Investing šŸŽÆ 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: āž”ļø 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
šŸ”‹Vulcan: Europe's Lithium Ace still Flying Under the Radar (ASX.VUL)šŸ”‹ $Tesla Motors(TSLA)$   $BYD Co., Ltd.(BYDDF)$  $iShares Global Energy ETF(IXC)$  $VANECK GLOBAL CLEAN ENERGY E(CLNE.AU)$  Vulcan $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ is a pioneering Australian-based company focused on producing Zero-Carbon Lithiumā„¢ - 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
$BRAINCHIP HOLDINGS LTD(BRN.AU)$   $Brainchip Holdings Ltd.(BRCHF)$ $Taiwan Semiconductor Manufacturing(TSM)$  $iShares Semiconductor ETF(SOXX)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$   🧠 $BRAINCHIP HOLDINGS LTD - Neuromorphic AI Technology 🧠 BrainChip Holdings Ltd (ASX: BRN) is an Australian semiconductor company pioneering neuromorphic computing, which mimics the brain’s neural networks for highly efficient, low-power AI. This post looks objectively at BrainChip’s technology, key partnerships, its NASA contract, pla
$NVDA 20250530 135.0 CALL$  Got the call the week prior because there's no real competitor to AI chips for NVIDIA. Thought US export fear is a hoax.
$Tiger Brokers(TIGR)$ is rallying strong today - worth a closer look before the momentum runs away.  @Tiger_SG @DailyTradingInsights @Daily_Discussion 
avatarYiSquared
2024-03-09

(ASX:DRO) DroneShield Ltd is Australia’s hidden gold.

$DRONESHIELD LTD(DRO.AU)$  This article is an introduction to $DRONESHIELD LTD(DRO.AU)$.  DroneShield Ltd is an ASX listed company specialised in counter-drone defense. Its specialised products include the DroneGun series, which are handheld guns use to target offensive drones, and DroneSentry series, which provide vehicle mounted detection and countermeasure. Both technical lines are highly regarded by multiple government bodies in America, Europe and Oceania.  DroneShield offers versatile solutions and mission essential capabilities with Artificial Intelligence-based sensor fusion and signal processing. DroneShield is designed to be fully interoperatae to both government and
(ASX:DRO) DroneShield Ltd is Australia’s hidden gold.
šŸš€ DroneShield (ASX:DRO) Joins the S&P/ASX200 as Defence Opportunities Expand šŸš€ $DRONESHIELD LTD(DRO.AU)$  $S&P/ASX 200(XJO.AU)$   $Vaneck Global Defence Etf(DFND.AU)$  $Global X Defence Tech ETF(DTEC.AU)$  5th September 2025 marks a milestone for Australian defence technology company$DRONESHIELD LTD(DRO.AU)$  , with the counter-drone specialist officially selected for inclusion in the S&P/ASX200 index. The inclusion highlights the company's growing market presence, underpinned by a strong run of contract wins and expanding o
avatarYiSquared
2023-04-25
$QUBT 20250620 18.0 CALL$  $Quantum Computing Inc.(QUBT)$  Following $NVIDIA(NVDA)$  Jensen Huang's confirmation of the usage of quantum computing, quantum stocks each soared more than 10%. The spike created a momentum window in this photonic and cybersecurity stock. 
$Robinhood(HOOD)$   $Tiger Brokers(TIGR)$  $Robinhood(HOOD)$  's rapid rise - from zero-commission disruptor to a platform with over $23 million funded accounts and $130 billion in AUC - is more than just a US fintech success story. It highlights a global shift: investing is becoming younger, mobile-first, and deeply embedded in lifestyle.  That same dynamic is playing out across Asia, and it's where companies like $Tiger Brokers(TIGR)$ come in. Looking at Robinhood, I see the trajectory of Tiger's future: - Mobile-first investing is winning with a new generation of investors - Retail participat
avatarYiSquared
2022-08-02
Nice article
Alibaba: Be Greedy When Others Are Fearful
Unsurprisingly $UnitedHealth(UNH)$ has beenthe talk of the town with its 50% YLD decline. Some people might be tempted to "buy the dip" but is the decline a hoax like they think, or will it go down further? Here's why I think the stock might extend the current decline: - Trade war started by Trump is not going to end anytime soon with probes into the healthcare industry and drug price pressures from the WH; - Abrupt CEO transition earlier this year shows a bigger weakness within the UNH management ranks; - The company is undergoing an investigation into possible Medicare fraud; - In April 2025, the company revised its full year profit forecast downward due to higher-than-expected medicare costs; - Complete withdrawal of 2025 outlook
$Firefly Aerospace Inc.(FLY)$ $Rocket Lab USA, Inc.(RKLB)$ Firefly Aerospace’s IPO under ticker FLY is gaining attention due to its unique position in the space launch market. With its Alpha rocket delivering 1,300 kg to LEO, Firefly targets a gap between smallsat rideshares and large-scale missions, especially for defense and rapid-response needs. Its standout moment came in 2023 with the Victus Nox mission, launching just 27 hours after orders - unmatched by competitors. Backed by contracts from the U.S. Space Force, NASA, and DARPA, Firefly has real government traction. While its cost per kg is higher than SpaceX Falcon 9 rideshare, its value lies in speed and flexibility, not bulk discounting. If
avatarYiSquared
2024-03-09
Good reminder
Reminder: U.S. Daylight Saving Time Begins on Sunday, March 10, 2024

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