To The Moon

Hello everyone! Today i want to share some trading ideas with you! 1 $IONQ Inc.(IONQ)$ raised 2026 revenue guidance to $455M after closing SkyWater with CEO Niccolo de Masi pointing to “market traction of our quantum platform” and manufacturing scale it adds The acquisition gives IonQ more control over how its quantum hardware gets built as business scales 2 The U.S. government is backing $Rigetti Computing(RGTI)$ and $D-Wave Quantum Inc.(QBTS)$ with up to $200M combined to scale next generation quantum systems. Commerce will also take minority stakes in both as Rigetti works to scale superconducting systems and D W

It's really wild to see how one $Apple(AAPL)$ iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack: 1. $Taiwan Semiconductor Manufacturing(TSM)$ manufactures Apple's A19 Pro processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale. 2. $Broadcom(AVGO)$ supplies RF front end components and wireless charging technology (though Apple's new N1 chip displaced Broadcom as primary Wi-Fi & Bluetooth supplier this generation). 3. <

Hello everyone! Today i want to share some trading ideas with you! 1 IREN went from $9.7M per MW with Microsoft and $11.3M with Nvidia on 5 year terms to $20M+ on recent 3 year deals showing how aggressively shorter duration AI capacity is repricing. Annualized contract value across the AI infra stack • $IREN Ltd(IREN)$ ~$2.6B across $Microsoft(MSFT)$ + $NVIDIA(NVDA)$ • $NEBIUS(NBIS)$ ~$5.9B across $Microsoft(MSFT)$ + $Meta Platforms, Inc.(META)$

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Tesla Motors(TSLA)$ just put its steering-wheel-free Cybercab into public Robotaxi service in Austin with Starlink and a dedicated theater mode built in. Wild seeing how Tesla is starting to design the car around what passengers do once nobody has to drive it. $Tesla Motors(TSLA)$ just released a new Cybercab launch video declaring “the future has arrived.” The messaging is clearly shifting toward Cybercab as a product Tesla is preparing to put on the road. 2 $Meta Platforms, Inc.(META)$ CEO Mark Zuckerberg reportedly urged President Trump to r

Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ now sees AI semiconductor revenue reaching $115B in FY27 and $230B in FY28 which would be a 4x increase in two years. Broadcom already has the supply secured to support that ramp with demand running ahead of plan. 2 $Broadcom(AVGO)$ has begun production shipments of $Alphabet(GOOGL)$ next-generation TPU v8i with Anthropic expected to deploy another 5 GW in 2027. That gives Broadcom another large-scale TPU ramp beyond Google as the same architecture expands across multiple AI customers. 3

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