AI Stories are Continuing: AMZN, NVDA& CBRS
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 efficiently as the world shifts from training to inference deployment.
But the difference between a great company and a great stock is entry price. At a ~$70B valuation, Cerebras is already being priced like a major AI infrastructure winner before I've even seen multiple quarters of execution.
3
$NVIDIA(NVDA)$ becoming the largest public company in history is basically the story of compute becoming the most important resource in the world.
The stock has survived multiple 50%+ drawdowns but every major platform shift has made Nvidia more central to the next era of technology.
4
$Amazon.com(AMZN)$ is making the biggest strategic reset of the Jassy era with one clear goal to make AWS the infrastructure layer for the AI economy:
• Agreed to invest $50B in OpenAI
• Already has own AI stack with Nova, Trainium & Bedrock
• Building $25B Mississippi data center cluster for Anthropic
• Expanded Anthropic partnership to $13B with option for another $20B
• Spending ~$200B this year across AI data centers, custom chips, networking, warehouse robotics & satellites
AWS doesn't need to own the winning AI model but to make sure every major AI model, workload & customer eventually runs through AWS.
😍 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!
Hot Merch Returns · Up to 43% Off
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Great article, would you like to share it?