To The Moon

Hello everyone! Today i want to share some ai trading ideas with you!

1

$Advanced Micro Devices(AMD)$ CEO Lisa Su says CPU demand could “grow at approximately 50% CAGR” to over $200B by 2030 after raising her forecast three times in nine months as AI agents create entirely new demand for server processors.

If AMD captures the 50%+ market share Su is targeting the. EPYC alone could become a $100B+ business by 2030 with $Taiwan Semiconductor Manufacturing(TSM)$ wafer capacity essentially determining how quickly it gets there.

2

Mark Zuckerberg says “the value of even an H100 at this point is higher than it was last year” as AI compute remains scarce challenging the idea that older $NVIDIA(NVDA)$ GPUs quickly lose their value.

Thats also why Meta benefits from owning its data centers because it can keep using GPUs long after they're fully depreciated instead of paying cloud providers year after year.

The same logic extends to $NEBIUS(NBIS)$, $CoreWeave, Inc.(CRWV)$ and $IREN Ltd(IREN)$ because if GPUs remain productive longer than expected then they can generate more revenue from the same hardware without needing to replace it as quickly.

$Meta Platforms, Inc.(META)$ CEO Mark Zuckerberg says he was ready to commit $100B to $200B to AI before seeing the models joking with Alexandr Wang “Alex, are you sure this is gonna work?”

What's more, Mark Zuckerberg says his AI agent took him from ordering Instacart “twice a year” to “twice a week” which is ~50x more often just by making shopping easier.

Thats what makes agent commerce so interesting because removing effort of buying things could dramatically increase how often people shop rather than just shifting existing purchases online.

And as personal agents start communicating directly with business agents, $Meta Platforms, Inc.(META)$ could own both sides of the interaction while $Amazon.com(AMZN)$ and $MercadoLibre(MELI)$ benefit from more transactions flowing through their platforms.

3

$Navitas Semiconductor Corp(NVTS)$ just unveiled a 24 kW power board developed with $NVIDIA(NVDA)$ for its MGX ecosystem converting 800V directly to 12V for the next generation of AI racks.

Navitas CEO says goal is to “bring power closer to the GPU” by eliminating an entire conversion step that would otherwise waste electricity as heat.

Even a 1.5 percentage point efficiency improvement could free up ~15 MW for every GW of AI capacity to power more compute giving Navitas an early position in the power infrastructure Nvidia is building for Vera Rubin.