To The Moon

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 $SpaceX(SPCX)$ just launched NASA’s $4B Roman Space Telescope aboard Falcon Heavy on a nearly 1M-mile journey to L2. Roman will map the universe at a scale Hubble never could as SpaceX continues scaling the launch infrastructure needed to support really ambitious missions. 2 10 WAYS TO INVEST IN HEALTHCARE AI • $GeneDx Holdings(WGS)$ uses exome & genome sequencing to diagnose rare diseases • $PROCEPT BioRobotics(PRCT)$ provides waterjet-based robotic systems for treating enlarged prostate •

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 ai trading ideas with you! 1 Elon Musk says $SpaceX(SPCX)$ is aiming for “30+ Starship launches/day in 2030” or roughly 10,000 launches a year. That would represent a completely different scale for spaceflight with Starship launching more than once an hour. 2 $SpaceX(SPCX)$ and $AST SpaceMobile, Inc.(ASTS)$ are reportedly eyeing ~$6B of 800 MHz spectrum that could strengthen their push into satellite direct-to-device service. The licenses cover nearly the entire U.S. population with preliminary bids due in early September and the FCC targeting a Nov. 5 completion. 3

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