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1.67K
General
YiSquared
·
10-06
$ACHR 20251121 10.0 CALL$  As the Artificial Intelligence space heats up,$Archer Aviation Inc.(ACHR)$  not-so-quietly takes market share with a $Tesla Motors(TSLA)$   collaboration rumour. Even without this speculative news, I'm still long $Archer Aviation Inc.(ACHR)$   for their Midnight eVTOL aircraft, which successfully demonstrated over the weekend at an airshow. The Midnight eVTOL aircraft is capable of carrying 4 passengers and a pilot for back-to-back trips of approx. 20 miles (~32,187 metres). What sets Archer apart is its AI pipeline - they're building
@YiSquared
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
$ACHR 20251121 10.0 CALL$ As the Artificial Intelligence space heats up,$Archer Aviation Inc.(ACHR)$ not-so-quietly takes market share with a $Tesl...
TOPEnid Bertha: in my opinion since we closed above 13 next stop should be 20 by end of the month.
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1.03K
Selection
Cat Investor view
·
10-07

🚀 AMD Triggers “Collaborative Burst Point”: From Being Ignored to Under the Spotlight, Where's the Next Step for Funding?

Remember how I wrote this in my September 21 post? 👇 “If cloud vendors (Amazon, Microsoft, Google) directly encode AMD's GPU/CPU orders, or even capital investments, that would be a powerful catalyst.” Today, this prediction has come true — AMD announced a strategic partnership with OpenAI, which surged to $210 at the close of the stock market. This is no accident, but the inevitable result of money finding “new narratives” in the AI semiconductor chain. 🔍 Why did AMD explode this time? For the past few months, market logic has been “King Glory”: • Nvidia monopolizes AI GPUs, with all the funds squeezed in. • Intel relies on the “bottom bounce” sentiment fix. And what about AMD? In the middle, the technology is not as powerful as Nvidia's monopoly, and the valuation is not cheap — neither
🚀 AMD Triggers “Collaborative Burst Point”: From Being Ignored to Under the Spotlight, Where's the Next Step for Funding?
TOPMegan Barnard: OpenAI’s nod = AMD’s AI credibility—this narrative’s way stronger than 2024!
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471
General
Intellect
·
10-07
Comment
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2.05K
General
Emotional Investor
·
10-07
$AST SpaceMobile, Inc.(ASTS)$ not going too bad on this one. Brought it when it was expensive at around $25, now it's crazy based on every backward looking metric. But I don't look at history too much, better to focus on the future 
$AST SpaceMobile, Inc.(ASTS)$ not going too bad on this one. Brought it when it was expensive at around $25, now it's crazy based on every backward...
TOPMerle Ted: This is going to be very hard for me to hold if it goes into the $100’s. Keep in mind I bought in the $7’s. I shall but it will be rough.
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2.25K
General
EtruscanMarce
·
10-07
$AppLovin Corporation(APP)$  covered the short with only a small win.. didnt got to catch the big fall.. shorted it when it was moving vertically up.. lose more at one point then this small win..  need to learn to hold to win more and lose lesser 
$AppLovin Corporation(APP)$ covered the short with only a small win.. didnt got to catch the big fall.. shorted it when it was moving vertically up...
TOPglintzi: It's tough to miss the big moves! Learning to hold is key—patience really pays off in trading.
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648
General
Deonc
·
10-07

Wow AI Boom

AMD stock skyrockets 23% as OpenAI looks to take stake in AI chipmaker ‌$Advanced Micro Devices(AMD)$  ‌  Key Points - OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker - OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026. - AMD issued OpenAI a warrant for up to 160 million shares, with vesting tied to deployment and share price milestones.  OpenAI and Advanced Micro Devices have reached a deal that could see Sam Altman’s company take a 10% stake in the chipmaker. AMD stock skyrocketed 23.71% on Monday following the news. OpenAI will deploy 6 gigawatts of AMD’s Instinct graphics processing units over multip
Wow AI Boom
TOPVenus Reade: AMD GPU is better than NVIDIA,Just make a search using NVIDIA GPU,it will clearly tell that AMD hardware is much better than NVIDIA'S
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4.04K
General
Terra_Incognita
·
10-07
$NVDA 20251024 170.0 PUT$ NVDA: collect $171 (1%) premium from this short put with strike at $170. Contract expires in 3 weeks on 24th Oct.  This is the 3rd short out contract still active on NVDA and took opportunity to take more exposure on the 2nd day of dip for the stock.  News of AMD and Open AI collaboration probably weakens the sentiments for NVDA and it dipped on Monday while the market rallied higher.  Think NVDA dominance is still unchallenge for now, until proven other wise.  AMD deal is over sweetened by AMD side to Open AI just to break market share so is unlikely to persist with similar deals.  I view is as a sigh of weakness not strength.
NVDA PUT
10-07 01:06
US20251024 170.0
SidePrice | FilledRealized P&L
Sell
Open
1.71
1Lot(s)
--
Closed
NVIDIA
$NVDA 20251024 170.0 PUT$ NVDA: collect $171 (1%) premium from this short put with strike at $170. Contract expires in 3 weeks on 24th Oct. This is...
TOPLesleyNewman: You're smart to keep an eye on NVDA's dominance! Those premiums can add up nicely over time.
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1.87K
General
Blinkfans
·
10-06
$Palantir Technologies Inc.(PLTR)$ Palantir (PLTR) is a strong long-term stock because it leads in artificial intelligence (AI) and big data analytics. Its platforms, Gotham and Foundry, power critical operations for governments, defense, and major corporations. The company’s expansion into AI-driven commercial solutions is boosting revenue and profitability. With strong recurring contracts, positive cash flow, and strategic partnerships with firms like Microsoft, Palantir is positioned as a core player in the AI revolution. Its CEO, Alex Karp, emphasizes disciplined growth and innovation, making PLTR both a technological powerhouse and a future-proof investment in the expanding AI and data economy.
PLTR
10-06 21:57
USPalantir Technologies Inc.
SidePrice | FilledRealized P&L
Buy
Open
181.81
0
+6.52%
Holding
Palantir Technologies Inc.
$Palantir Technologies Inc.(PLTR)$ Palantir (PLTR) is a strong long-term stock because it leads in artificial intelligence (AI) and big data analyt...
TOPEnid Bertha: we have been hearing that pltr is overpriced since $5.00 ..buckle up guys because we will continue to hear this song even after it passes $1500...$O go long ..
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3.06K
General
Tiger V
·
10-06
$Walt Disney(DIS)$ I made an additional investment in Disney stock following Goldman Sachs’ reaffirmation of its Buy rating. The firm highlights Disney’s strong long-term fundamentals, supported by double-digit EPS growth potential driven by expanding direct-to-consumer (DTC) subscriptions, improved operating leverage, and the addition of at least three new cruise ships. Furthermore, the positive outlook for ESPN, especially with the successful launch of ESPN Unlimited, signals renewed momentum in its sports division. Despite mixed investor sentiment, I see Disney as a high-quality earnings compounder positioned for sustained growth across its diverse entertainment ecosystem.
DIS
10-06 22:30
USWalt Disney
SidePrice | FilledRealized P&L
Buy
Open
111.80
0
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Closed
Walt Disney
$Walt Disney(DIS)$ I made an additional investment in Disney stock following Goldman Sachs’ reaffirmation of its Buy rating. The firm highlights Di...
TOPSiliconTracker: Backing Disney’s DTC push here too, parks & ESPN looking solid
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