Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVIDIA(NVDA)$ Rubin Ultra NVL576. The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects: • $Aehr Test(AEHR)$ burn-in & reliability test systems for photonics and AI hardware • $Applied Optoelectronics(AAOI)$ data center optical transceivers with in-house laser manufacturing • $Lume
Hello everyone! Today i want to share some trading ideas with you! 1 $Micron Technology(MU)$, Samsung & SK Hynix are now expected to generate $646B in operating income in 2027 turning memory into one of the biggest profit pools in the AI infrastructure stack. HBM is displacing standard DRAM at a roughly 3:1 wafer ratio just as inference, agents & robotics are making memory bandwidth structurally critical. 2 $IREN Ltd(IREN)$ gives a look inside the liquid cooling system at its Childress site. This matters because liquid cooling is what lets AI data centers pack more GPUs into same footprint without heat becoming the limiting factor. 3 Jensen Huang is now collecting $20
Hello everyone! Today i want to share some trading ideas with you! 1 $Microsoft(MSFT)$ two years ago: • ~$420/share • Azure growing ~30% with $235B commercial RPO • AI revenue barely measurable $Microsoft(MSFT)$ today: • ~$420/share • Azure re-accelerated to 40% growth with $627B Commercial RPO (+99% YoY) • $37B AI ARR (+123% YoY) with 20M+ Copilot seats (+250% YoY) • Maia 200 custom silicon in production Same stock price two years later but AI business behind it is unrecognizable. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
Hello everyone! Today i want to share some ai trading ideas with you! 1 $Advanced Micro Devices(AMD)$ CEO Lisa Su says CPU market is tight and expects demand to grow more than 35% annually over the next five years. AMD will keep ramping supply every quarter this year with more planned for 2027 while staying committed to China despite U.S. export controls on high-end GPUs. 2 $Advanced Micro Devices(AMD)$ CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster. She said AMD’s two major bets were $Taiwan Semiconductor Manufacturing(TSM)$ and advanced packaging a
Hello everyone! Today i want to share some trading ideas with you! 1 I don't view $T1 ENERGY INC(TE)$ as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout. Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched. Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market. 2 Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close t
$Ondas Holdings Inc.(ONDS)$ FULL 2026 ACQUISITION LIST 1. Roboteam adds unmanned ground vehicle layer with rugged tactical UGVs already deployed by military & security forces 2. Sentrycs brings counter-drone protection validated by its selection to help defend venues at the 2026 FIFA World Cup 3. 4M Defense adds AI-enabled land intelligence for demining & border security backed by ~$80M in active Israeli tender value 4. World View brings stratospheric ISR through long-endurance Stratollite sensing extending Ondas from air & ground into the stratosphere 5. Mistral gives Ondas U.S. defense prime contractor status, direct access to Army & Special Operations IDIQ contracts & $264M in backlog. 6. Omnisys adds battlef
Hello everyone! Today i want to share some AI stories with you! 1 $Rocket Lab USA, Inc.(RKLB)$ proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year). That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place. Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale. 2 President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilte
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive amount of CPU-bound work around the GPU. The best way to think about this is the GPU will still continue being the engine but CPU will now become the traffic controller. If AI agents are going to run inside enterprises all day across millions of workflows then the CPU layer becomes a much more important part of the AI infrastructure stack. 1. $Advanced Micro Devices(AMD)$ AMD is the cleanest way to play the agentic AI CPU bottleneck through EPYC where they just posted record Q1 data center revenue of $5.8B (+57% YoY) and biggest gem was AMD capturing ~46% of server CPU revenue despite only 27% unit sha
Hello everyone! Today i want to share some AI trading ideas with you! 1 DDR5 MEMORY PRICES UP NEARLY 10X DDR4 is older memory that was being phased out but it's spiking too as $Micron Technology(MU)$, Samsung & SK Hynix shift wafer capacity from conventional memory into HBM for AI chips. The AI cycle is pulling on compute, memory, storage & servers at the same time with pricing power now flowing through the rest of the hardware stack. 2 Great to be featured in the Wall Street Journal today talking about the $Cerebras Systems(CBRS)$ IPO. Cerebras is attacking one of the biggest bottlenecks in the AI economy like running massive models faster, cheaper and more efficient