Today is an earnings palooza -- here’s everything you need to know
Today is an earnings palooza -- here’s everything you need to know 👇1. $Microsoft(MSFT)$ -- AI & Cloud Dominance• Azure holds 25% of the global cloud market, OpenAI integration strengthens its 160M+ Copilot user base & enterprise AI adoption is driving double-digit revenue growth.2. $Tesla Motors(TSLA)$ -- AI, Robotics & Energy Expansion• FSD has surpassed 2B miles, Tesla Energy revenue is up 7x since 2020 & 60%+ U.S. EV market share reinforces its leadership beyond vehicles, into AI and robotics.3. $ServiceNow(NOW)$ -- Enterprise AI Workflow Dominance• 85% of Fortune 500 use ServiceNow, AI-powered workflow expansion is unlocking a $200B TAM, and 9
1.SoftBank is in talks to invest up to $25B in OpenAI -- this valuation will be fascinating as DeepSeek’s strategy emerges & the rise of open-source AI challenges OpenAI’s exclusivity 🤔 Image2. $Tesla Motors(TSLA)$ aims to scale Optimus production to 10K-100K units/month at $20K per unit, with external deliveries expected by 2H 2025.The margin expansion opportunity we’ve been waiting for is here, and the street will need to start pricing it in.3. $Snowflake(SNOW)$ is reportedly acquiring Redpanda to challenge $Confluent, Inc.(CFLT)$ in real-time data streaming -- powering AI-driven analytics for sudden bursts of data like website traffic & transactions 🤩I
DeepSeek is a Massive Tailwind for Software Companies
DeepSeek is a massive tailwind for software companies -- here are 15 names to monitor 🧐1. $ServiceNow(NOW)$ -- Powers digital transformation through automated enterprise workflows, leading the IT management space.2. $Palantir Technologies Inc.(PLTR)$ -- Transforms massive datasets into actionable insights, driving operational efficiency for enterprises.3. $Oracle(ORCL)$ -- Combines AI-driven insights with enterprise resource planning in a unified cloud platform for streamlined decision-making.4. $Snowflake(SNOW)$ – Redefines data management with a collaborative cloud platform designed to unlock enterprise AI opportunities
Here are Some of the Key Beneficiaries of Projects like this
The $500B AI Infrastructure 'Stargate' initiative is just the start of what I expect will be a series of major investments under Trump's presidency -- here are some of the key beneficiaries of projects like this 🧐• $NVIDIA(NVDA)$ -- The Brain Driving AI Acceleration• $Tesla Motors(TSLA)$ -- The Visionary Powering AI with Sustainable Energy• $Oracle(ORCL)$ -- The Architect of Enterprise AI Solutions• $Broadcom(AVGO)$ -- The Engine Connecting AI Networks• $Advanced Micro Devices(AMD)$ -- The Challenger Fueling Versatile AI Compute• $Intel(INTC
$Tempus AI(TEM)$ Precision Medicine Leadership• Unmatched Data Scale: Tempus AI boasts over 50 petabytes of clinical & molecular data -- an unrivaled foundation in precision medicine.• Broad Adoption & Impact: Trusted by 50% of top U.S. cancer centers & processing 30K genomic tests monthly at a 98% accuracy rate -- Tempus has supported over 3M patients with personalized care.• Pharma Reliance: Over 80% of the world’s top 20 pharmaceutical companies depend on Tempus AI for breakthroughs in drug discovery, clinical trials & real-world evidence.AI-Driven Insights Beyond Oncology• Broader Applications: Tempus is actively involved in 200+ projects across cardiology & neurology -- significantly expanding its TAM. • Rare Disease Innova
Why $SNOW & $PLTR will benefit from the demise of LLM's 👇
$Snowflake(SNOW)$$Palantir Technologies Inc.(PLTR)$ The AI industry is about to go through a difficult period in 2025, teetering between potential and practicality. Foundation models, once heralded as the limitless engines of progress, are now straining under the weight of their own ambition. The cost of squeezing incremental gains from these models has begun to outpace the benefits, a tipping point that forces the industry to rethink its trajectory. Brute-force scaling is no longer the answer. Instead, the focus has shifted to precision, efficiency, and innovation -- and this is where Palantir and Snowflake step into the spotlight.At the heart of this transformation is Retrieval-Augmented Generation (RA
Here’s What I Shared With my Subscribers on the Key Winners
Hello everyone! Today i want to share some trading ideas with you!1.Trump’s declaration, “We will take Manifest Destiny to the stars & plant the Stars and Stripes on Mars,” signals that the space economy will be a major focus for the next 4 years -- here’s what I shared with my subscribers on the key winners 🧐• $Rocket Lab USA, Inc.(RKLB)$ -- The Space Logistics Company of the Future• $AST SpaceMobile, Inc.(ASTS)$ -- The Network Connecting Space• $Redwire Corp.(RDW)$ -- The Architect of Space InfrastructureImage2.I’ll be releasing my $Netflix(NFLX)$ earnings thoughts tonight to subscribers -- but here’s my initial rea
These are 10 stocks I believe everyone will be eager to buy on the dip in 2025 👇
These are 10 stocks I believe everyone will be eager to buy on the dip in 2025 👇1. $NVIDIA(NVDA)$ • Their Blackwell chips will continue to dominate AI infrastructure -- remaining essential to AI development through at least 2026.2. $Palantir Technologies Inc.(PLTR)$ • Their AIP & Foundry platforms will become indispensable for enterprise AI integration.3. $Tesla Motors(TSLA)$ • Their FSD technology, Megapack energy storage & Optimus robot will position them as a multifaceted tech leader for the next decade.4. $Amazon.com(AMZN)$ • They’ll remain the king of computing & robotics innovations like Kiva robots wil