AI Trading Ideas: How to Be the Winner in the Market?

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

1

$Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat.

AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile

Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.

2

$NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C.

Andrews previously led government affairs at

$Intel(INTC)$ and served in the Obama Administration.

3

$Alphabet(GOOGL)$ Waymo just unveiled its first-ever national TV commercial.

Waymo says its autonomous driver is statistically 10x safer than a human driver in the cities it serves, built to never blink, tire or get distracted

4

Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers.

$Alphabet(GOOGL)$ may financially guarantee part of those lease obligations helping Anthropic move closer to the

$Meta Platforms, Inc.(META)$ and OpenAI infrastructure playbook.

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":574363832168752,"tweetId":"574363832168752","gmtCreate":1781255717264,"gmtModify":1781255726307,"author":{"id":10000000000010928,"idStr":"10000000000010929","authorId":10000000000010928,"authorIdStr":"10000000000010929","name":"ShayBoloor","avatar":"https://community-static.tradeup.com/news/827c3f97d3890eff0091b72bce53d46d","vip":8,"userType":8,"introduction":"Host of @WOLF_Podcasts","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1251,"starInvestorFlag":false},"themes":[{"themeId":"d8920357bb7e4b278997e831493a942a","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AI Companies and Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d8920357bb7e4b278997e831493a942a}&rnconfig={\"headerBarHidden\": true}","description":"AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[],"coverImages":[],"title":"AI Trading Ideas: How to Be the Winner in the Market?","html":"<html><head></head><body><p style=\"text-align: left;\">Hello everyone! Today i want to share some trading ideas with you!</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">1</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"ADBE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Adobe\" target=\"_blank\" href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat.</p>\n<p style=\"text-align: left;\">AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile</p>\n<p style=\"text-align: left;\">Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">2</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C.</p>\n<p style=\"text-align: left;\">Andrews previously led government affairs at</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Intel\" target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> and served in the Obama Administration.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">3</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Waymo just unveiled its first-ever national TV commercial.</p>\n<p style=\"text-align: left;\">Waymo says its autonomous driver is statistically 10x safer than a human driver in the cities it serves, built to never blink, tire or get distracted</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">4</p>\n<p style=\"text-align: left;\">Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers.</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> may financially guarantee part of those lease obligations helping Anthropic move closer to the</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"META\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> and OpenAI infrastructure playbook.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\"></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">Hello everyone! Today i want to share some trading ideas with you!</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">1</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"ADBE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Adobe\" target=\"_blank\" href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat.</p>\n<p style=\"text-align: left;\">AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile</p>\n<p style=\"text-align: left;\">Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">2</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C.</p>\n<p style=\"text-align: left;\">Andrews previously led government affairs at</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Intel\" target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> and served in the Obama Administration.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">3</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Waymo just unveiled its first-ever national TV commercial.</p>\n<p style=\"text-align: left;\">Waymo says its autonomous driver is statistically 10x safer than a human driver in the cities it serves, built to never blink, tire or get distracted</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">4</p>\n<p style=\"text-align: left;\">Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers.</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> may financially guarantee part of those lease obligations helping Anthropic move closer to the</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"META\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> and OpenAI infrastructure playbook.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\"></p></body></html>","text":"Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at $Intel(INTC)$ and served in the Obama Administration. 3 $Alphabet(GOOGL)$ Waymo just unveiled its first-ever national TV commercial. Waymo says its autonomous driver is statistically 10x safer than a human driver in the cities it serves, built to never blink, tire or get distracted 4 Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers. $Alphabet(GOOGL)$ may financially guarantee part of those lease obligations helping Anthropic move closer to the $Meta Platforms, Inc.(META)$ and OpenAI infrastructure playbook.","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/574363832168752","repostId":0,"isVote":1,"tweetType":1,"viewCount":699,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","META","INTC","ADBE","GOOGL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1075,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/574363832168752"}