To The Moon

Hello everyone! Today i want to share some trading ideas with you! 1 $Netflix(NFLX)$ is reportedly exploring live channels and streaming bundles as engagement shows signs of slowing. The company is also eyeing more event-based sports including possible World Cup bids and could sell other streamers like Peacock inside the Netflix app. 2 $Amazon.com(AMZN)$ Shipping is reportedly targeting $FedEx(FDX)$ and $United Parcel Service Inc(UPS)$ customers with lower parcel pricing and fewer surcharges. Some customers are saving up to $6 per package while one large retai

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Cloudflare, Inc.(NET)$ has a real shot to become one of the next megacaps in the AI economy. The internet is being rebuilt around AI agents, developers and real-time data movement and Cloudflare sits directly in the flow of how the web is accessed and secured. Today’s OpenAI announcement shows why that matters with more than 20% of the web behind Cloudflare’s network and a growing role in how content surfaces inside ChatGPT answers. 2 Jeff Bezos Blue Origin is reportedly raising outside capital for the first time seeking $10B at a $130B pre-money valuation. This is very bullish for $Rocket Lab USA, Inc.(RKL

Hello everyone! Today i want to share some ai trading ideas with you! 1 I'm up more than 20x on my $Rocket Lab USA, Inc.(RKLB)$ position after going overweight under $4 three years ago. That return didn't come in a straight line because the stock has already gone through four separate drawdowns of 40% or more on the way here. This current drawdown feels no different because volatility has always been the cost of admission for long-term compounding in this name. 2 $Meta Platforms, Inc.(META)$ is already using AI to improve its ad engine which makes it a clear winner in the AI economy. The market still wants proof that its massive infrastructure spend can create revenue beyon

Hello everyone! Today i want to share some ai trading ideas with you! 1 Morgan Stanley says the AI trade is rotating away from the stocks that led the rally with indexes likely to stay pressured as the “momentum unwind” hits larger index names. The firm now favors $Microsoft(MSFT)$, $Amazon.com(AMZN)$ and $Meta Platforms, Inc.(META)$ over chipmakers arguing hyperscalers remain attractive AI plays because of their strong core businesses. 2 $Micron Technology(MU)$ and $Ford(F)$ signed a long-term memory and

Hello everyone! Today i want to share some ai trading ideas with you! 1 $SoFi Technologies Inc.(SOFI)$ took 11 years to reach its first 4M members and added nearly another 4M in the past year alone. Thats why the top 10 bank thesis still feels early since SoFi holds less than 15% of the deposit base of today's number 10 U.S. bank while building a one-stop financial platform with 30%+ member growth. The kicker is LPB (Loan Platform Business) which is the asset-light layer where SoFi earns a ~4.6% take rate on third-party originations with zero balance-sheet usage and zero credit risk. That creates a high margin, fee based lending revenue stream running at ~$12B annualized origination pace while SoFi still trades around 15x 2028 earn

$Meta Platforms, Inc.(META)$ building “Meta Compute” to sell surplus GPU capacity & compete with $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud • Whether the neocloud selloff is a re-rate or overreaction for $NEBIUS(NBIS)$, $IREN Ltd(IREN)$, $Cipher Mining Inc.(CIFR)$, $CoreWeave, Inc.(CRWV)$

Hello everyone! Today i want to share some trading ideas with you! 1 When $NVIDIA(NVDA)$ talks about a $20B CPU opportunity, you should immediately think $ARM Holdings(ARM)$ because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing. 2 $Pa

Hello everyone! Today i want to share some trading ideas with you! 1 $Ambarella(AMBA)$ up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras. Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible. 2 $Amazon.com(AMZN)$ plans to open a fully robotic logistics center in Poland in October 2026. The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe. 3 $Rocke

Hello everyone! Today i want to share some trading ideas with you! 1 $AeroVironment(AVAV)$ up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions Its Switchblade drones are low-cost strike systems built to launch, hit a target and be replaced making AeroVironment one of the clearest plays on modern drone warfare. 2 $Palantir Technologies Inc.(PLTR)$ and $NVIDIA(NVDA)$ are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies. Palantir gives mission-critical organizations the operating layer to securely deploy, cu

Hello everyone! Today i want to share some trading ideas with you! 1 Absolutely wild that $Micron Technology(MU)$, Samsung and SK Hynix went from losing money to generating a combined ~$775B in annual profit within five years. AI has turned memory into the bottleneck of bottlenecks with data center demand bidding up HBM, tightening DRAM supply and making memory the tax every AI workload has to pay. 2 $Amazon.com(AMZN)$ is on track to become the first company to cross $1 trillion in annual revenue by 2028. What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI