Stargate Questioned: Will You Enter AI Stocks Now?

10:08

Even without the Stargate announcement, a considerable sum has been committed to the advancement of AI.

Shernice軒嬣 2000

01-25 18:51

China’s DeepSeek Challenges U.S. Tech Dominance with Breakthrough AI Model

DeepSeek’s AI Model Threatens $NVDA’s Premium GPU Strategy A little known AI lab from China has caused a stir in Silicon Valley by releasing AI models that surpass America's top performers, despite being developed more cost-effectively and with less powerful hardware. The lab, known as DeepSeek, introduced a free, open-source large-language model in late December. According to the lab, the model was developed in just two months at a cost of under $6 million, utilizing Nvidia's lower-capability H800 chips. China's DeepSeek could pose a significant threat to US equity markets, as the company appears to have developed a groundbreaking AI model at an exceptionally low cost without relying on cutting-edge chips. This raises questions about the value of the hundreds of billions of doll

China’s DeepSeek Challenges U.S. Tech Dominance with Breakthrough AI Model

KKLEE

01-25 16:01

The launch of the much-anticipated Stargate platform has fueled discussions about its implications for the AI industry. Promising revolutionary advancements in AI infrastructure, computing, and edge technologies, Stargate has captivated the market. But for investors, the real question is: Should you enter AI stocks now, or is the hype masking potential risks? Let’s break it down. The Case for Entering AI Stocks Now Unprecedented Growth Potential: AI adoption is accelerating across industries, from healthcare and finance to manufacturing and retail. Platforms like Stargate are set to unlock even greater demand for AI technologies, potentially driving exponential growth for companies in the space. Key Beneficiaries Already Positioned: Market leaders like NVIDIA (NVDA), Microsoft (MSFT), and

hawshy

01-25 12:10

The AI revolution is fueled by a global scramble for GPUs, with $NVIDIA(NVDA)$ reigning supreme. Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages. But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources. This demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use. The GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corp

Delfort

01-25 11:12

The concept of "Trump Stargate" appears intriguing, though it's not entirely clear what it specifically refers to. If it's a policy or initiative aimed at fostering AI and crypto development, it could certainly draw interest from silent or international investors, given the significant opportunities in these fields. AI and blockchain (crypto's backbone) are transformative technologies reshaping industries globally. With the U.S. historically leading innovation, a strategic focus on these areas could reinforce its dominance in tech and finance. Encouraging innovation, establishing clear regulations, and fostering collaboration between the private and public sectors could indeed attract investment and solidify the U.S.'s leadership in these spaces.

HuatTheFffff

01-25 09:13

Was in AI before it became mainstream.

Mrzorro

01-25 09:09

Stargate: Trump's $500 Billion AI Game-Changer President Trump recently announced the launch of the "Stargate"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years. The Significance of Corporate Alliances OpenAI: Securing Computational Power to Strengthen Technological Leadership OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues

Boochik

01-25 07:32

NICE TO BE THOIGHT must be affordanle

vuvence IX

01-25 05:19

Yeah, sold puts on Intel $20, MU $100, and Nvidia $140

GehlotSunny

01-25 00:56

Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to "beam in"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:

MBM33

01-25 00:01

WowW!🦐small or bigger 🦐??

Dr Leonard Lim

01-24 17:44

$Lightbridge(LTBR)$ yes

MaverickWealthBuilder

01-24 16:38

First AI Application Earnings Surprise, Twillio Surge 10%!

$Twilio(TWLO)$ shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned

First AI Application Earnings Surprise, Twillio Surge 10%!

MaverickWealthBuilder

01-24 15:35

BIG TECH WEEKLY | Gains On Stargate, Microsoft Tops Apple After Earnings?

Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to "lower interest rates" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav

BIG TECH WEEKLY | Gains On Stargate, Microsoft Tops Apple After Earnings?

HMH

01-24 14:50

Trump’s Stargate Plan: Will AI Stocks Like NVIDIA Skyrocket?

President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for $NVIDIA(NVDA)$, and two trading ideas. The Stargate Initiative:

Trump’s Stargate Plan: Will AI Stocks Like NVIDIA Skyrocket?

Success88

01-24 08:54

I think TSMC will be inside will be the best. Their technology chips is the best so far

Sunshinekim

01-24 08:30

Yes of course! There is potential in this plan. However, one needs to be patient and have deep pockets to see it through.

orsiri

01-24 05:47

Switching to Success: Why Arista Networks is the AI Era's Unsung Hero

Why Momentum Is Arista's Middle Name In a market often characterised by volatility and knee-jerk reactions, Arista Networks has carved out an enviable niche as a momentum stock that’s hard to ignore. Momentum investing isn’t about flavour-of-the-month stocks or hyped-up trends; it’s about companies delivering consistent growth, strong fundamentals, and the potential to leave competitors in the dust. And let’s face it, with the AI wave reaching new crescendos, Arista seems to have its surfboard ready. AI-powered global network connectivity Recently, Arista’s shares surged nearly 7% in a single day, fuelled by an announcement that could reshape AI infrastructure. OpenAI, $Oracle(ORCL)$, and $Softbank Group Cor

Switching to Success: Why Arista Networks is the AI Era's Unsung Hero

Aryantotengko

01-24 04:57

not money sirr

ToNi

01-24 03:51

SMCI closed at $33.48, consolidating near its 30-day moving average. Support at $31.95-$32.00 remains key, while $33.50-$34.00 acts as resistance. Watch for a breakout or breakdown as volume tightens. Could this be a buy-the-dip opportunity for long-term investors or a range trade for short-term gains?

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This raises questions about the value of the hundreds of billions of doll","images":[{"img":"https://community-static.tradeup.com/news/e14672fb795ba5e33bdd7ba3641362e1","width":"2048","height":"1214"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396399689199760","isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":396357753831616,"gmtCreate":1737792061057,"gmtModify":1737874923396,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"The launch of the much-anticipated Stargate platform has fueled discussions about its implications for the AI industry. Promising revolutionary advancements in AI infrastructure, computing, and edge technologies, Stargate has captivated the market. But for investors, the real question is: Should you enter AI stocks now, or is the hype masking potential risks? Let’s break it down. The Case for Entering AI Stocks Now Unprecedented Growth Potential: AI adoption is accelerating across industries, from healthcare and finance to manufacturing and retail. Platforms like Stargate are set to unlock even greater demand for AI technologies, potentially driving exponential growth for companies in the space. Key Beneficiaries Already Positioned: Market leaders like NVIDIA (NVDA), Microsoft (MSFT), and","listText":"The launch of the much-anticipated Stargate platform has fueled discussions about its implications for the AI industry. Promising revolutionary advancements in AI infrastructure, computing, and edge technologies, Stargate has captivated the market. 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NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corp","images":[{"img":"https://community-static.tradeup.com/news/89468a60ec3307ab23b026dbbc505624","width":"822","height":"548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/396300770267352","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":396285694951584,"gmtCreate":1737774741093,"gmtModify":1737776045786,"author":{"id":"3551375367105184","authorId":"3551375367105184","name":"Delfort","avatar":"https://static.tigerbbs.com/ff9b618d1943ace275e2ebca8e4b8130","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551375367105184","authorIdStr":"3551375367105184"},"themes":[],"htmlText":"The concept of \"Trump Stargate\" appears intriguing, though it's not entirely clear what it specifically refers to. 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Encouraging innovation, establishing clear regulations, and fostering collaboration between the private and public sectors could indeed attract investment and solidify the U.S.'s leadership in these spaces.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396285694951584","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396257609564352,"gmtCreate":1737767611773,"gmtModify":1737767616669,"author":{"id":"3578872226242271","authorId":"3578872226242271","name":"HuatTheFffff","avatar":"https://static.tigerbbs.com/0527037d5c52f1988db54abc7a9d0836","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578872226242271","authorIdStr":"3578872226242271"},"themes":[],"htmlText":"Was in AI before it became mainstream.&nbsp;","listText":"Was in AI before it became mainstream.&nbsp;","text":"Was in AI before it became mainstream.","images":[{"img":"https://community-static.tradeup.com/news/77f82006fc1969381bd65a36f092afb7","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396257609564352","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":396255518749168,"gmtCreate":1737767384053,"gmtModify":1737875005505,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"htmlText":"Stargate: Trump's $500 Billion AI Game-Changer President Trump recently announced the launch of the \"Stargate\"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years. The Significance of Corporate Alliances OpenAI: Securing Computational Power to Strengthen Technological Leadership OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues","listText":"Stargate: Trump's $500 Billion AI Game-Changer President Trump recently announced the launch of the \"Stargate\"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years. The Significance of Corporate Alliances OpenAI: Securing Computational Power to Strengthen Technological Leadership OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues","text":"Stargate: Trump's $500 Billion AI Game-Changer President Trump recently announced the launch of the \"Stargate\"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years. The Significance of Corporate Alliances OpenAI: Securing Computational Power to Strengthen Technological Leadership OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues","images":[{"img":"https://community-static.tradeup.com/news/39ebdaff7d19b2e024266024fddef909","width":"1078","height":"992"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396255518749168","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":396232072126920,"gmtCreate":1737761557283,"gmtModify":1737764717813,"author":{"id":"4164506196464932","authorId":"4164506196464932","name":"Boochik","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164506196464932","authorIdStr":"4164506196464932"},"themes":[],"htmlText":"NICE TO BE THOIGHT must be affordanle","listText":"NICE TO BE THOIGHT must be affordanle","text":"NICE TO BE THOIGHT must be affordanle","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396232072126920","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396198268322448,"gmtCreate":1737753581884,"gmtModify":1737753585780,"author":{"id":"4185398225303912","authorId":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912","authorIdStr":"4185398225303912"},"themes":[],"htmlText":"Yeah, sold puts on Intel $20, MU $100, and Nvidia $140","listText":"Yeah, sold puts on Intel $20, MU $100, and Nvidia $140","text":"Yeah, sold puts on Intel $20, MU $100, and Nvidia $140","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396198268322448","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396134426443936,"gmtCreate":1737737810305,"gmtModify":1737738330237,"author":{"id":"4184660311217232","authorId":"4184660311217232","name":"GehlotSunny","avatar":"https://community-static.tradeup.com/news/53dc63242823ec77ec80ac52b1cdf5e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184660311217232","authorIdStr":"4184660311217232"},"themes":[],"htmlText":"Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to \"beam in\"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:","listText":"Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to \"beam in\"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:","text":"Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to \"beam in\"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396134426443936","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396121856397896,"gmtCreate":1737734466304,"gmtModify":1737734470026,"author":{"id":"4146741337539372","authorId":"4146741337539372","name":"MBM33","avatar":"https://community-static.tradeup.com/news/29529efdce41a91c17b5cb906a93e18f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4146741337539372","authorIdStr":"4146741337539372"},"themes":[],"htmlText":"WowW!🦐small or bigger 🦐??","listText":"WowW!🦐small or bigger 🦐??","text":"WowW!🦐small or bigger 🦐??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396121856397896","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396029181141472,"gmtCreate":1737711852669,"gmtModify":1737711856364,"author":{"id":"4175823762502282","authorId":"4175823762502282","name":"Dr Leonard Lim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175823762502282","authorIdStr":"4175823762502282"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LTBR\">$Lightbridge(LTBR)$ </a> yes","listText":"<a href=\"https://ttm.financial/S/LTBR\">$Lightbridge(LTBR)$ </a> yes","text":"$Lightbridge(LTBR)$ yes","images":[{"img":"https://community-static.tradeup.com/news/f7113b98be3c60f52eac3c3f4c139b79","width":"1080","height":"2644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396029181141472","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":396013459988656,"gmtCreate":1737707889716,"gmtModify":1737708897411,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"First AI Application Earnings Surprise, Twillio Surge 10%!","htmlText":"<a href=\"https://ttm.financial/S/TWLO\">$Twilio(TWLO)$</a> shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned","listText":"<a href=\"https://ttm.financial/S/TWLO\">$Twilio(TWLO)$</a> shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned","text":"$Twilio(TWLO)$ shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned","images":[{"img":"https://static.tigerbbs.com/a319affad124598c064097275fa17a4c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":49,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/396013459988656","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395997752271224,"gmtCreate":1737704121343,"gmtModify":1737704373818,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | Gains On Stargate, Microsoft Tops Apple After Earnings?","htmlText":"Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to \"lower interest rates\" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav","listText":"Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to \"lower interest rates\" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav","text":"Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to \"lower interest rates\" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":26,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/395997752271224","isVote":1,"tweetType":1,"viewCount":12693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},{"id":395985009418752,"gmtCreate":1737701439203,"gmtModify":1737701820934,"author":{"id":"3566854457101758","authorId":"3566854457101758","name":"HMH","avatar":"https://static.tigerbbs.com/4f9d0a9264992f1a8f444997883a3f1a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566854457101758","authorIdStr":"3566854457101758"},"themes":[],"title":"Trump’s Stargate Plan: Will AI Stocks Like NVIDIA Skyrocket?","htmlText":"President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>, and two trading ideas. The Stargate Initiative:","listText":"President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>, and two trading ideas. The Stargate Initiative:","text":"President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for $NVIDIA(NVDA)$, and two trading ideas. The Stargate Initiative:","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/395985009418752","isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395899113128600,"gmtCreate":1737680091569,"gmtModify":1737680095414,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"htmlText":"I think TSMC will be inside will be the best. Their technology chips is the best so far","listText":"I think TSMC will be inside will be the best. Their technology chips is the best so far","text":"I think TSMC will be inside will be the best. Their technology chips is the best so far","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395899113128600","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395892105146992,"gmtCreate":1737678655174,"gmtModify":1737678658882,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Yes of course! There is potential in this plan. However, one needs to be patient and have deep pockets to see it through.&nbsp;","listText":"Yes of course! There is potential in this plan. However, one needs to be patient and have deep pockets to see it through.&nbsp;","text":"Yes of course! There is potential in this plan. However, one needs to be patient and have deep pockets to see it through.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395892105146992","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395852004770416,"gmtCreate":1737668865043,"gmtModify":1737691681658,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125570196865622","authorIdStr":"4125570196865622"},"themes":[],"title":"Switching to Success: Why Arista Networks is the AI Era's Unsung Hero","htmlText":"Why Momentum Is Arista's Middle Name In a market often characterised by volatility and knee-jerk reactions, Arista Networks has carved out an enviable niche as a momentum stock that’s hard to ignore. Momentum investing isn’t about flavour-of-the-month stocks or hyped-up trends; it’s about companies delivering consistent growth, strong fundamentals, and the potential to leave competitors in the dust. And let’s face it, with the AI wave reaching new crescendos, Arista seems to have its surfboard ready. AI-powered global network connectivity Recently, Arista’s shares surged nearly 7% in a single day, fuelled by an announcement that could reshape AI infrastructure. OpenAI, <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>, and <a href=\"https://ttm.financial/S/SFTBY\">$Softbank Group Cor</a>","listText":"Why Momentum Is Arista's Middle Name In a market often characterised by volatility and knee-jerk reactions, Arista Networks has carved out an enviable niche as a momentum stock that’s hard to ignore. Momentum investing isn’t about flavour-of-the-month stocks or hyped-up trends; it’s about companies delivering consistent growth, strong fundamentals, and the potential to leave competitors in the dust. And let’s face it, with the AI wave reaching new crescendos, Arista seems to have its surfboard ready. AI-powered global network connectivity Recently, Arista’s shares surged nearly 7% in a single day, fuelled by an announcement that could reshape AI infrastructure. OpenAI, <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>, and <a href=\"https://ttm.financial/S/SFTBY\">$Softbank Group Cor</a>","text":"Why Momentum Is Arista's Middle Name In a market often characterised by volatility and knee-jerk reactions, Arista Networks has carved out an enviable niche as a momentum stock that’s hard to ignore. Momentum investing isn’t about flavour-of-the-month stocks or hyped-up trends; it’s about companies delivering consistent growth, strong fundamentals, and the potential to leave competitors in the dust. And let’s face it, with the AI wave reaching new crescendos, Arista seems to have its surfboard ready. AI-powered global network connectivity Recently, Arista’s shares surged nearly 7% in a single day, fuelled by an announcement that could reshape AI infrastructure. OpenAI, $Oracle(ORCL)$, and $Softbank Group Cor","images":[{"img":"https://community-static.tradeup.com/news/ff8a5f622368fe3e6a11ce242b15c155","width":"2000","height":"821"},{"img":"https://community-static.tradeup.com/news/484ce0bf46851fdd30666c385867cf40","width":"2377","height":"1490"},{"img":"https://community-static.tradeup.com/news/3f43f962f4f9929ad1a053ef229e3ced","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":76,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/395852004770416","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":395839741583984,"gmtCreate":1737665871101,"gmtModify":1737667496871,"author":{"id":"4200654723738922","authorId":"4200654723738922","name":"Aryantotengko","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200654723738922","authorIdStr":"4200654723738922"},"themes":[],"htmlText":"not money sirr","listText":"not money sirr","text":"not money sirr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395839741583984","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395824238231776,"gmtCreate":1737661911887,"gmtModify":1737703202398,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197851430299452","authorIdStr":"4197851430299452"},"themes":[],"htmlText":"SMCI closed at $33.48, consolidating near its 30-day moving average. Support at $31.95-$32.00 remains key, while $33.50-$34.00 acts as resistance. Watch for a breakout or breakdown as volume tightens. Could this be a buy-the-dip opportunity for long-term investors or a range trade for short-term gains?","listText":"SMCI closed at $33.48, consolidating near its 30-day moving average. Support at $31.95-$32.00 remains key, while $33.50-$34.00 acts as resistance. Watch for a breakout or breakdown as volume tightens. Could this be a buy-the-dip opportunity for long-term investors or a range trade for short-term gains?","text":"SMCI closed at $33.48, consolidating near its 30-day moving average. Support at $31.95-$32.00 remains key, while $33.50-$34.00 acts as resistance. Watch for a breakout or breakdown as volume tightens. Could this be a buy-the-dip opportunity for long-term investors or a range trade for short-term gains?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395824238231776","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":396357753831616,"gmtCreate":1737792061057,"gmtModify":1737874923396,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"The launch of the much-anticipated Stargate platform has fueled discussions about its implications for the AI industry. Promising revolutionary advancements in AI infrastructure, computing, and edge technologies, Stargate has captivated the market. But for investors, the real question is: Should you enter AI stocks now, or is the hype masking potential risks? Let’s break it down. The Case for Entering AI Stocks Now Unprecedented Growth Potential: AI adoption is accelerating across industries, from healthcare and finance to manufacturing and retail. Platforms like Stargate are set to unlock even greater demand for AI technologies, potentially driving exponential growth for companies in the space. Key Beneficiaries Already Positioned: Market leaders like NVIDIA (NVDA), Microsoft (MSFT), and","listText":"The launch of the much-anticipated Stargate platform has fueled discussions about its implications for the AI industry. Promising revolutionary advancements in AI infrastructure, computing, and edge technologies, Stargate has captivated the market. But for investors, the real question is: Should you enter AI stocks now, or is the hype masking potential risks? Let’s break it down. The Case for Entering AI Stocks Now Unprecedented Growth Potential: AI adoption is accelerating across industries, from healthcare and finance to manufacturing and retail. Platforms like Stargate are set to unlock even greater demand for AI technologies, potentially driving exponential growth for companies in the space. Key Beneficiaries Already Positioned: Market leaders like NVIDIA (NVDA), Microsoft (MSFT), and","text":"The launch of the much-anticipated Stargate platform has fueled discussions about its implications for the AI industry. Promising revolutionary advancements in AI infrastructure, computing, and edge technologies, Stargate has captivated the market. But for investors, the real question is: Should you enter AI stocks now, or is the hype masking potential risks? Let’s break it down. The Case for Entering AI Stocks Now Unprecedented Growth Potential: AI adoption is accelerating across industries, from healthcare and finance to manufacturing and retail. Platforms like Stargate are set to unlock even greater demand for AI technologies, potentially driving exponential growth for companies in the space. Key Beneficiaries Already Positioned: Market leaders like NVIDIA (NVDA), Microsoft (MSFT), and","images":[{"img":"https://community-static.tradeup.com/news/d187edce492ef57442f275056be191df","width":"274","height":"182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396357753831616","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":396399689199760,"gmtCreate":1737802308623,"gmtModify":1737874843355,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/8b92a549eccb5c24c224aefb5dc2fff5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560184106659134","authorIdStr":"3560184106659134"},"themes":[],"title":"China’s DeepSeek Challenges U.S. Tech Dominance with Breakthrough AI Model","htmlText":"DeepSeek’s AI Model Threatens $NVDA’s Premium GPU Strategy A little&nbsp;known&nbsp;AI lab from China has caused a stir in Silicon Valley by releasing AI models that surpass America's top performers, despite being developed more cost-effectively and with less powerful hardware. The lab, known as DeepSeek, introduced a free, open-source large-language model in late December. According to the lab, the model was developed in just two months at a cost of under $6 million, utilizing Nvidia's lower-capability H800 chips. China's DeepSeek could pose a significant threat to US equity markets, as the company appears to have developed a groundbreaking AI model at an exceptionally low cost without relying on cutting-edge chips. This raises questions about the value of the hundreds of billions of doll","listText":"DeepSeek’s AI Model Threatens $NVDA’s Premium GPU Strategy A little&nbsp;known&nbsp;AI lab from China has caused a stir in Silicon Valley by releasing AI models that surpass America's top performers, despite being developed more cost-effectively and with less powerful hardware. The lab, known as DeepSeek, introduced a free, open-source large-language model in late December. According to the lab, the model was developed in just two months at a cost of under $6 million, utilizing Nvidia's lower-capability H800 chips. China's DeepSeek could pose a significant threat to US equity markets, as the company appears to have developed a groundbreaking AI model at an exceptionally low cost without relying on cutting-edge chips. This raises questions about the value of the hundreds of billions of doll","text":"DeepSeek’s AI Model Threatens $NVDA’s Premium GPU Strategy A little known AI lab from China has caused a stir in Silicon Valley by releasing AI models that surpass America's top performers, despite being developed more cost-effectively and with less powerful hardware. The lab, known as DeepSeek, introduced a free, open-source large-language model in late December. According to the lab, the model was developed in just two months at a cost of under $6 million, utilizing Nvidia's lower-capability H800 chips. China's DeepSeek could pose a significant threat to US equity markets, as the company appears to have developed a groundbreaking AI model at an exceptionally low cost without relying on cutting-edge chips. This raises questions about the value of the hundreds of billions of doll","images":[{"img":"https://community-static.tradeup.com/news/e14672fb795ba5e33bdd7ba3641362e1","width":"2048","height":"1214"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396399689199760","isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":396623571649024,"gmtCreate":1737857338185,"gmtModify":1737857342290,"author":{"id":"4114498221568562","authorId":"4114498221568562","name":"Ragz","avatar":"https://community-static.tradeup.com/news/b4ff9d535326b2e5c1e196c2eaee90d6","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114498221568562","authorIdStr":"4114498221568562"},"themes":[],"htmlText":"Even without the Stargate announcement, a considerable sum has been committed to the advancement of AI.","listText":"Even without the Stargate announcement, a considerable sum has been committed to the advancement of AI.","text":"Even without the Stargate announcement, a considerable sum has been committed to the advancement of AI.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396623571649024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396255518749168,"gmtCreate":1737767384053,"gmtModify":1737875005505,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"htmlText":"Stargate: Trump's $500 Billion AI Game-Changer President Trump recently announced the launch of the \"Stargate\"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years. The Significance of Corporate Alliances OpenAI: Securing Computational Power to Strengthen Technological Leadership OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues","listText":"Stargate: Trump's $500 Billion AI Game-Changer President Trump recently announced the launch of the \"Stargate\"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years. The Significance of Corporate Alliances OpenAI: Securing Computational Power to Strengthen Technological Leadership OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues","text":"Stargate: Trump's $500 Billion AI Game-Changer President Trump recently announced the launch of the \"Stargate\"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years. The Significance of Corporate Alliances OpenAI: Securing Computational Power to Strengthen Technological Leadership OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues","images":[{"img":"https://community-static.tradeup.com/news/39ebdaff7d19b2e024266024fddef909","width":"1078","height":"992"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396255518749168","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":395997752271224,"gmtCreate":1737704121343,"gmtModify":1737704373818,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | Gains On Stargate, Microsoft Tops Apple After Earnings?","htmlText":"Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to \"lower interest rates\" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav","listText":"Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to \"lower interest rates\" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav","text":"Big-Tech’s PerformanceTrump's inauguration this week captured the world's attention and entered the 2.0 era, with a considerable number of policy announcements made as soon as he took office, but so far there has been no major surprises in relation to his previous announcements, and the market has come to expect them.In addition to the obvious changes to sectors such as immigration, energy, and digital currencies, there was also a call for the Federal Reserve to \"lower interest rates\" (although this is unlikely to be successful, as the Fed is an independent private institution).But the point is, through the president's influence shouting, will be a certain degree of distortion of the market on the current expectations of rate cuts, and even some members of the Federal Reserve will also hav","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":26,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/395997752271224","isVote":1,"tweetType":1,"viewCount":12693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},{"id":396134426443936,"gmtCreate":1737737810305,"gmtModify":1737738330237,"author":{"id":"4184660311217232","authorId":"4184660311217232","name":"GehlotSunny","avatar":"https://community-static.tradeup.com/news/53dc63242823ec77ec80ac52b1cdf5e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184660311217232","authorIdStr":"4184660311217232"},"themes":[],"htmlText":"Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to \"beam in\"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:","listText":"Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to \"beam in\"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:","text":"Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to \"beam in\"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396134426443936","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395985009418752,"gmtCreate":1737701439203,"gmtModify":1737701820934,"author":{"id":"3566854457101758","authorId":"3566854457101758","name":"HMH","avatar":"https://static.tigerbbs.com/4f9d0a9264992f1a8f444997883a3f1a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566854457101758","authorIdStr":"3566854457101758"},"themes":[],"title":"Trump’s Stargate Plan: Will AI Stocks Like NVIDIA Skyrocket?","htmlText":"President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>, and two trading ideas. The Stargate Initiative:","listText":"President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>, and two trading ideas. The Stargate Initiative:","text":"President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for $NVIDIA(NVDA)$, and two trading ideas. The Stargate Initiative:","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/395985009418752","isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395314767687808,"gmtCreate":1737543505447,"gmtModify":1737543607635,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"💰A Roaring Party for Space Economy: Top Stocks & Top ETFs to Watch","htmlText":"[Heart]Hi, Tigers ，Trump officially unveils \"Stargate,\" a $500B AI infrastructure initiative led by <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> OpenAI, SoftBank <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> , <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> &amp; <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> -- creating 100,000 jobs &amp; advancing U.S. AI dominance under SoftBank chair Masayoshi Son with OpenAI managing operations.This $500B investment marks just the beginning of numerous infrastructure-related announcements expected over the next 4 years.ImageIn this article, we are helping you knowing the top companies and top ETFs in the 6 most important sectors of the space economy.[Miser]Below are some invloved stocks showing stre","listText":"[Heart]Hi, Tigers ，Trump officially unveils \"Stargate,\" a $500B AI infrastructure initiative led by <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> OpenAI, SoftBank <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> , <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> &amp; <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> -- creating 100,000 jobs &amp; advancing U.S. AI dominance under SoftBank chair Masayoshi Son with OpenAI managing operations.This $500B investment marks just the beginning of numerous infrastructure-related announcements expected over the next 4 years.ImageIn this article, we are helping you knowing the top companies and top ETFs in the 6 most important sectors of the space economy.[Miser]Below are some invloved stocks showing stre","text":"[Heart]Hi, Tigers ，Trump officially unveils \"Stargate,\" a $500B AI infrastructure initiative led by $Microsoft(MSFT)$ OpenAI, SoftBank $ARM Holdings(ARM)$ , $NVIDIA(NVDA)$ & $Oracle(ORCL)$ -- creating 100,000 jobs & advancing U.S. AI dominance under SoftBank chair Masayoshi Son with OpenAI managing operations.This $500B investment marks just the beginning of numerous infrastructure-related announcements expected over the next 4 years.ImageIn this article, we are helping you knowing the top companies and top ETFs in the 6 most important sectors of the space economy.[Miser]Below are some invloved stocks showing stre","images":[{"img":"https://community-static.tradeup.com/news/1dba17de549877d69744f4b23c9cc5a7"},{"img":"https://community-static.tradeup.com/news/8dff85ddb60dd414790ffd4574d73046"},{"img":"https://community-static.tradeup.com/news/1d3dfe0be82e28e2b1b8dc72954be1e2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1751,"commentSize":2,"repostSize":163,"link":"https://ttm.financial/post/395314767687808","isVote":1,"tweetType":1,"viewCount":20690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"EN","totalScore":0},{"id":395852004770416,"gmtCreate":1737668865043,"gmtModify":1737691681658,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125570196865622","authorIdStr":"4125570196865622"},"themes":[],"title":"Switching to Success: Why Arista Networks is the AI Era's Unsung Hero","htmlText":"Why Momentum Is Arista's Middle Name In a market often characterised by volatility and knee-jerk reactions, Arista Networks has carved out an enviable niche as a momentum stock that’s hard to ignore. Momentum investing isn’t about flavour-of-the-month stocks or hyped-up trends; it’s about companies delivering consistent growth, strong fundamentals, and the potential to leave competitors in the dust. And let’s face it, with the AI wave reaching new crescendos, Arista seems to have its surfboard ready. AI-powered global network connectivity Recently, Arista’s shares surged nearly 7% in a single day, fuelled by an announcement that could reshape AI infrastructure. OpenAI, <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>, and <a href=\"https://ttm.financial/S/SFTBY\">$Softbank Group Cor</a>","listText":"Why Momentum Is Arista's Middle Name In a market often characterised by volatility and knee-jerk reactions, Arista Networks has carved out an enviable niche as a momentum stock that’s hard to ignore. Momentum investing isn’t about flavour-of-the-month stocks or hyped-up trends; it’s about companies delivering consistent growth, strong fundamentals, and the potential to leave competitors in the dust. And let’s face it, with the AI wave reaching new crescendos, Arista seems to have its surfboard ready. AI-powered global network connectivity Recently, Arista’s shares surged nearly 7% in a single day, fuelled by an announcement that could reshape AI infrastructure. OpenAI, <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>, and <a href=\"https://ttm.financial/S/SFTBY\">$Softbank Group Cor</a>","text":"Why Momentum Is Arista's Middle Name In a market often characterised by volatility and knee-jerk reactions, Arista Networks has carved out an enviable niche as a momentum stock that’s hard to ignore. Momentum investing isn’t about flavour-of-the-month stocks or hyped-up trends; it’s about companies delivering consistent growth, strong fundamentals, and the potential to leave competitors in the dust. And let’s face it, with the AI wave reaching new crescendos, Arista seems to have its surfboard ready. AI-powered global network connectivity Recently, Arista’s shares surged nearly 7% in a single day, fuelled by an announcement that could reshape AI infrastructure. OpenAI, $Oracle(ORCL)$, and $Softbank Group Cor","images":[{"img":"https://community-static.tradeup.com/news/ff8a5f622368fe3e6a11ce242b15c155","width":"2000","height":"821"},{"img":"https://community-static.tradeup.com/news/484ce0bf46851fdd30666c385867cf40","width":"2377","height":"1490"},{"img":"https://community-static.tradeup.com/news/3f43f962f4f9929ad1a053ef229e3ced","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":76,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/395852004770416","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":396300770267352,"gmtCreate":1737778250044,"gmtModify":1737874970541,"author":{"id":"3566915563903863","authorId":"3566915563903863","name":"hawshy","avatar":"https://static.tigerbbs.com/ab808bbe887fa3fe215f0532ca314534","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566915563903863","authorIdStr":"3566915563903863"},"themes":[],"htmlText":"The AI revolution is fueled by a global scramble for GPUs, with&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;reigning supreme.&nbsp; Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages.&nbsp; But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources. This demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use. The GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corp","listText":"The AI revolution is fueled by a global scramble for GPUs, with&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;reigning supreme.&nbsp; Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages.&nbsp; But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources. This demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use. The GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corp","text":"The AI revolution is fueled by a global scramble for GPUs, with $NVIDIA(NVDA)$ reigning supreme. Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages. But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources. This demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use. The GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corp","images":[{"img":"https://community-static.tradeup.com/news/89468a60ec3307ab23b026dbbc505624","width":"822","height":"548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/396300770267352","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395360960254080,"gmtCreate":1737554782929,"gmtModify":1737577802069,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"ARM, ORCL, NVDA: Who Will Benefit Most From Stargate Launch?","htmlText":"Trump announced the largest technological initiative in human history—the Stargate Project. Who would have thought that on his second day in office, Trump’s support for AI would surpass his attention to cryptocurrencies?Over the next four years, tech giants such as SoftBank, OpenAI, Oracle, NVIDIA, and Microsoft plan to invest a staggering $500 billion to build a comprehensive AI infrastructure. Which core tech stocks stand to benefit directly?1. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> : Up Nearly 10%! Will Stargate Help Expand its Market Share?Oracle, one of the project's key technical pillars, will provide data management and cloud computing support, directly participating in the operations of the Texas-based super data center.Oracle’s core strength lies in its enterpri","listText":"Trump announced the largest technological initiative in human history—the Stargate Project. Who would have thought that on his second day in office, Trump’s support for AI would surpass his attention to cryptocurrencies?Over the next four years, tech giants such as SoftBank, OpenAI, Oracle, NVIDIA, and Microsoft plan to invest a staggering $500 billion to build a comprehensive AI infrastructure. Which core tech stocks stand to benefit directly?1. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> : Up Nearly 10%! Will Stargate Help Expand its Market Share?Oracle, one of the project's key technical pillars, will provide data management and cloud computing support, directly participating in the operations of the Texas-based super data center.Oracle’s core strength lies in its enterpri","text":"Trump announced the largest technological initiative in human history—the Stargate Project. Who would have thought that on his second day in office, Trump’s support for AI would surpass his attention to cryptocurrencies?Over the next four years, tech giants such as SoftBank, OpenAI, Oracle, NVIDIA, and Microsoft plan to invest a staggering $500 billion to build a comprehensive AI infrastructure. Which core tech stocks stand to benefit directly?1. $Oracle(ORCL)$ : Up Nearly 10%! Will Stargate Help Expand its Market Share?Oracle, one of the project's key technical pillars, will provide data management and cloud computing support, directly participating in the operations of the Texas-based super data center.Oracle’s core strength lies in its enterpri","images":[{"img":"https://community-static.tradeup.com/news/63edaa65f45fd2206cb303bd3fc76d89"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1712,"commentSize":12,"repostSize":151,"link":"https://ttm.financial/post/395360960254080","isVote":1,"tweetType":1,"viewCount":6563,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4142551860919612","authorId":"4142551860919612","name":"nomadic_m","avatar":"https://community-static.tradeup.com/news/1f3661c844e575fec696ac41d1d30e18","crmLevel":1,"crmLevelSwitch":0,"idStr":"4142551860919612","authorIdStr":"4142551860919612"},"content":"If I have superpowers, I'd create the Stargate ETF, a high-impact, tech-focused fund tracking the performance of five powerhouse stocks: - $Oracle(ORCL)$: leveraging its dominance in enterprise software and cloud infrastructure. - $NVIDIA Corp(NVDA)$: capitalizing on its leadership in AI computing, graphics processing, and autonomous vehicles. - $Arm Holdings(ARM)$: tapping into its expertise in semiconductor design and AI-enabled chipsets. - $Softbank Group Corp(SFTBF)$: benefiting from its strategic investments in tech innovators and industry disruptors. - $Vistra Energy Corp.(VST)$: focusing on sustainable energy solutions and the evolving utility landscape. With my superpowers, the Stargate ETF would be an unparalleled investment opportunity, offering exposure to a curated selection of tech giants and innovators. This hypothetical ETF would be an attractive addition to any portfolio seeking to capitalize on the transformative power of technology.","text":"If I have superpowers, I'd create the Stargate ETF, a high-impact, tech-focused fund tracking the performance of five powerhouse stocks: - $Oracle(ORCL)$: leveraging its dominance in enterprise software and cloud infrastructure. - $NVIDIA Corp(NVDA)$: capitalizing on its leadership in AI computing, graphics processing, and autonomous vehicles. - $Arm Holdings(ARM)$: tapping into its expertise in semiconductor design and AI-enabled chipsets. - $Softbank Group Corp(SFTBF)$: benefiting from its strategic investments in tech innovators and industry disruptors. - $Vistra Energy Corp.(VST)$: focusing on sustainable energy solutions and the evolving utility landscape. With my superpowers, the Stargate ETF would be an unparalleled investment opportunity, offering exposure to a curated selection of tech giants and innovators. This hypothetical ETF would be an attractive addition to any portfolio seeking to capitalize on the transformative power of technology.","html":"If I have superpowers, I'd create the Stargate ETF, a high-impact, tech-focused fund tracking the performance of five powerhouse stocks: - $Oracle(ORCL)$: leveraging its dominance in enterprise software and cloud infrastructure. - $NVIDIA Corp(NVDA)$: capitalizing on its leadership in AI computing, graphics processing, and autonomous vehicles. - $Arm Holdings(ARM)$: tapping into its expertise in semiconductor design and AI-enabled chipsets. - $Softbank Group Corp(SFTBF)$: benefiting from its strategic investments in tech innovators and industry disruptors. - $Vistra Energy Corp.(VST)$: focusing on sustainable energy solutions and the evolving utility landscape. With my superpowers, the Stargate ETF would be an unparalleled investment opportunity, offering exposure to a curated selection of tech giants and innovators. This hypothetical ETF would be an attractive addition to any portfolio seeking to capitalize on the transformative power of technology."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395660144353344,"gmtCreate":1737621788503,"gmtModify":1737857402031,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Musk Questions Stargate Funding: Is It Better to Include Other Giants in Project?","htmlText":"The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion.The Big Question is: Where Will the $500 Billion Come From?According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet.SoftBank does not have enough cash on hand to fulfill Masayoshi Son's promises. As of the end of September last year, the company had around $25 billion in cash and equivalents on its balance sheet. With the IPO of <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> Holdings, SoftBank's financial situa","listText":"The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion.The Big Question is: Where Will the $500 Billion Come From?According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet.SoftBank does not have enough cash on hand to fulfill Masayoshi Son's promises. As of the end of September last year, the company had around $25 billion in cash and equivalents on its balance sheet. With the IPO of <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> Holdings, SoftBank's financial situa","text":"The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion.The Big Question is: Where Will the $500 Billion Come From?According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet.SoftBank does not have enough cash on hand to fulfill Masayoshi Son's promises. As of the end of September last year, the company had around $25 billion in cash and equivalents on its balance sheet. With the IPO of $ARM Holdings(ARM)$ Holdings, SoftBank's financial situa","images":[{"img":"https://community-static.tradeup.com/news/7a14558464411a9dcf8bed5b81e2264b"},{"img":"https://community-static.tradeup.com/news/03c90a273e04986ba23103eacd6e30d8"},{"img":"https://community-static.tradeup.com/news/a4caf30735536cb3f7b1f6f2f502b49e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":27,"commentSize":10,"repostSize":1,"link":"https://ttm.financial/post/395660144353344","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"perhaps, the more the merrier [Smile] [Smile] [Smile] The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion. According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet. @HelenJanet @GoodLife99 @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @Shyon @Aqa @LMSunshine @koolgal What do you think of Musk’s recent statements on the Stargate project? What is Tesla’s outlook? Will this project actually come to fruition? Which company stands to benefit the most? Rewards: Leave your comments and also post to win tiger coins!","text":"perhaps, the more the merrier [Smile] [Smile] [Smile] The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion. According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet. @HelenJanet @GoodLife99 @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @Shyon @Aqa @LMSunshine @koolgal What do you think of Musk’s recent statements on the Stargate project? What is Tesla’s outlook? Will this project actually come to fruition? Which company stands to benefit the most? Rewards: Leave your comments and also post to win tiger coins!","html":"perhaps, the more the merrier [Smile] [Smile] [Smile] The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion. According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet. @HelenJanet @GoodLife99 @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @Shyon @Aqa @LMSunshine @koolgal What do you think of Musk’s recent statements on the Stargate project? What is Tesla’s outlook? Will this project actually come to fruition? Which company stands to benefit the most? Rewards: Leave your comments and also post to win tiger coins!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":395426571424368,"gmtCreate":1737566288978,"gmtModify":1737566543567,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMH\">$VanEck Semiconductor ETF(SMH)$</a>&nbsp; 🚀🚀📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎ 🚀🚀 🌟 $SMH: Semiconductor Surge, AI Boom and TTM Squeeze Signal New Highs! 🌟 🚀 Technical Breakout Alert: • $SMH is trading at $269.12, decisively breaking into new highs, confirming bullish momentum across the semiconductor sector. 🔑 Key Resistance Levels: • $270: Immediate short term resistance, a breakout above this level could trigger significant upside. • $280: The next target level if momentum sustains. • $300: A critical psychological and technical milestone, signalling long term strength. 🤖🔥 AI and Market Catalysts: 1️⃣ AI Expansion: Surging demand for GPUs and advanced processors is fuelling the AI revolution, driving growth for $SMH’s key holdings like Nvidia and AMD. 2️⃣ 5G Infr","listText":"<a href=\"https://ttm.financial/S/SMH\">$VanEck Semiconductor ETF(SMH)$</a>&nbsp; 🚀🚀📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎ 🚀🚀 🌟 $SMH: Semiconductor Surge, AI Boom and TTM Squeeze Signal New Highs! 🌟 🚀 Technical Breakout Alert: • $SMH is trading at $269.12, decisively breaking into new highs, confirming bullish momentum across the semiconductor sector. 🔑 Key Resistance Levels: • $270: Immediate short term resistance, a breakout above this level could trigger significant upside. • $280: The next target level if momentum sustains. • $300: A critical psychological and technical milestone, signalling long term strength. 🤖🔥 AI and Market Catalysts: 1️⃣ AI Expansion: Surging demand for GPUs and advanced processors is fuelling the AI revolution, driving growth for $SMH’s key holdings like Nvidia and AMD. 2️⃣ 5G Infr","text":"$VanEck Semiconductor ETF(SMH)$ 🚀🚀📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎ 🚀🚀 🌟 $SMH: Semiconductor Surge, AI Boom and TTM Squeeze Signal New Highs! 🌟 🚀 Technical Breakout Alert: • $SMH is trading at $269.12, decisively breaking into new highs, confirming bullish momentum across the semiconductor sector. 🔑 Key Resistance Levels: • $270: Immediate short term resistance, a breakout above this level could trigger significant upside. • $280: The next target level if momentum sustains. • $300: A critical psychological and technical milestone, signalling long term strength. 🤖🔥 AI and Market Catalysts: 1️⃣ AI Expansion: Surging demand for GPUs and advanced processors is fuelling the AI revolution, driving growth for $SMH’s key holdings like Nvidia and AMD. 2️⃣ 5G Infr","images":[{"img":"https://community-static.tradeup.com/news/6661be2898ca91e4b6ccb230c9f02c68","width":"1641","height":"922"},{"img":"https://community-static.tradeup.com/news/85c5a1da1dbbfcc64d22d779c25cb666","width":"750","height":"1690"},{"img":"https://community-static.tradeup.com/news/b6efe455449d12367d20fd0cdc585af8","width":"2732","height":"1809"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":7,"repostSize":14,"link":"https://ttm.financial/post/395426571424368","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"VanEck Semiconductor ETF (SMH) Analysis Company Profile: VanEck Semiconductor ETF (SMH) is an exchange-traded fund that seeks to track the performance of the MVIS US Listed Semiconductor 25 Index. The fund invests in U.S. listed securities of companies involved in the semiconductor industry. The semiconductor industry is expected to experience significant growth in the future due to various factors such as surging demand for GPUs and advanced processors, the global rollout of 5G networks, government support for domestic chip manufacturing, and the shift towards edge computing. Earnings and Forecast: The latest earnings data for SMH is not available. Please refer to the company's financial reports for detailed information on its past earnings performance. The earnings forecast for SMH is also unavailable at the moment. Recent Trends: Capital Flow: In the past five days, the capital flow for SMH has shown some fluctuations. On January 21, there was a capital outflow of $18,445.51 thousand, followed by a significant capital inflow of $19,795.94 thousand on January 16. The overall capital flow for the past five days is negative, indicating some selling pressure on the stock. Support and Resistance Price: The support price for SMH on January 21 was $246.07, while the resistance price was $262.47. These levels can be used as reference points for analyzing the stock's price movements. Analyst Viewpoints: Unfortunately, specific analyst viewpoints and target price information for SMH are not provided in the available data. Bullish and Bearish News: The available data does not provide specific news articles related to SMH or its recent market dynamics. To get more information on the latest news and market sentiments surrounding SMH, it is recommended to refer to reputable financial news sources. Disclaimer: The analysis provided above is for informational purposes only and should not be considered as investment advice. Investing in the stock market carries inherent risks, and stock prices can experience normal fluctuations. It is essential to conduct thorough research and consider various factors before making any investment decisions. Please note that the analysis provided is based on the available data, and it is recommended to perform additional research or consult with a financial advisor for a comprehensive evaluation of this stock.","text":"VanEck Semiconductor ETF (SMH) Analysis Company Profile: VanEck Semiconductor ETF (SMH) is an exchange-traded fund that seeks to track the performance of the MVIS US Listed Semiconductor 25 Index. The fund invests in U.S. listed securities of companies involved in the semiconductor industry. The semiconductor industry is expected to experience significant growth in the future due to various factors such as surging demand for GPUs and advanced processors, the global rollout of 5G networks, government support for domestic chip manufacturing, and the shift towards edge computing. Earnings and Forecast: The latest earnings data for SMH is not available. Please refer to the company's financial reports for detailed information on its past earnings performance. The earnings forecast for SMH is also unavailable at the moment. Recent Trends: Capital Flow: In the past five days, the capital flow for SMH has shown some fluctuations. On January 21, there was a capital outflow of $18,445.51 thousand, followed by a significant capital inflow of $19,795.94 thousand on January 16. The overall capital flow for the past five days is negative, indicating some selling pressure on the stock. Support and Resistance Price: The support price for SMH on January 21 was $246.07, while the resistance price was $262.47. These levels can be used as reference points for analyzing the stock's price movements. Analyst Viewpoints: Unfortunately, specific analyst viewpoints and target price information for SMH are not provided in the available data. Bullish and Bearish News: The available data does not provide specific news articles related to SMH or its recent market dynamics. To get more information on the latest news and market sentiments surrounding SMH, it is recommended to refer to reputable financial news sources. Disclaimer: The analysis provided above is for informational purposes only and should not be considered as investment advice. Investing in the stock market carries inherent risks, and stock prices can experience normal fluctuations. It is essential to conduct thorough research and consider various factors before making any investment decisions. Please note that the analysis provided is based on the available data, and it is recommended to perform additional research or consult with a financial advisor for a comprehensive evaluation of this stock.","html":"VanEck Semiconductor ETF (SMH) Analysis Company Profile: VanEck Semiconductor ETF (SMH) is an exchange-traded fund that seeks to track the performance of the MVIS US Listed Semiconductor 25 Index. The fund invests in U.S. listed securities of companies involved in the semiconductor industry. The semiconductor industry is expected to experience significant growth in the future due to various factors such as surging demand for GPUs and advanced processors, the global rollout of 5G networks, government support for domestic chip manufacturing, and the shift towards edge computing. Earnings and Forecast: The latest earnings data for SMH is not available. Please refer to the company's financial reports for detailed information on its past earnings performance. The earnings forecast for SMH is also unavailable at the moment. Recent Trends: Capital Flow: In the past five days, the capital flow for SMH has shown some fluctuations. On January 21, there was a capital outflow of $18,445.51 thousand, followed by a significant capital inflow of $19,795.94 thousand on January 16. The overall capital flow for the past five days is negative, indicating some selling pressure on the stock. Support and Resistance Price: The support price for SMH on January 21 was $246.07, while the resistance price was $262.47. These levels can be used as reference points for analyzing the stock's price movements. Analyst Viewpoints: Unfortunately, specific analyst viewpoints and target price information for SMH are not provided in the available data. Bullish and Bearish News: The available data does not provide specific news articles related to SMH or its recent market dynamics. To get more information on the latest news and market sentiments surrounding SMH, it is recommended to refer to reputable financial news sources. Disclaimer: The analysis provided above is for informational purposes only and should not be considered as investment advice. Investing in the stock market carries inherent risks, and stock prices can experience normal fluctuations. It is essential to conduct thorough research and consider various factors before making any investment decisions. Please note that the analysis provided is based on the available data, and it is recommended to perform additional research or consult with a financial advisor for a comprehensive evaluation of this stock."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":395536846242392,"gmtCreate":1737593298742,"gmtModify":1737593310740,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092890920697680","authorIdStr":"4092890920697680"},"themes":[],"title":"AI Investment Boom Fuels Market Gains","htmlText":"Overview: Markets Soar on AI Investment News Global markets, particularly in the tech sector, surged on news of a massive US$500 billion joint venture in artificial intelligence (AI) infrastructure by Oracle, OpenAI, and SoftBank. Dubbed \"Stargate,\" the initiative aims to bolster the United States’ AI capabilities, boosting investor sentiment and signaling a pivotal moment in the AI race. Tech stocks led the charge, while related sectors such as energy and data centers also rallied. Nasdaq 100 futures rose 0.8%, indicating optimism across the market. Tech Sector: Major AI Players See Gains Oracle shares surged nearly 9% before the bell, fueled by the announcement of its central role in the Stargate venture. Nvidia, which will supply chips for the project, gained 2.7%, reflecting confidence","listText":"Overview: Markets Soar on AI Investment News Global markets, particularly in the tech sector, surged on news of a massive US$500 billion joint venture in artificial intelligence (AI) infrastructure by Oracle, OpenAI, and SoftBank. Dubbed \"Stargate,\" the initiative aims to bolster the United States’ AI capabilities, boosting investor sentiment and signaling a pivotal moment in the AI race. Tech stocks led the charge, while related sectors such as energy and data centers also rallied. Nasdaq 100 futures rose 0.8%, indicating optimism across the market. Tech Sector: Major AI Players See Gains Oracle shares surged nearly 9% before the bell, fueled by the announcement of its central role in the Stargate venture. Nvidia, which will supply chips for the project, gained 2.7%, reflecting confidence","text":"Overview: Markets Soar on AI Investment News Global markets, particularly in the tech sector, surged on news of a massive US$500 billion joint venture in artificial intelligence (AI) infrastructure by Oracle, OpenAI, and SoftBank. Dubbed \"Stargate,\" the initiative aims to bolster the United States’ AI capabilities, boosting investor sentiment and signaling a pivotal moment in the AI race. Tech stocks led the charge, while related sectors such as energy and data centers also rallied. Nasdaq 100 futures rose 0.8%, indicating optimism across the market. Tech Sector: Major AI Players See Gains Oracle shares surged nearly 9% before the bell, fueled by the announcement of its central role in the Stargate venture. Nvidia, which will supply chips for the project, gained 2.7%, reflecting confidence","images":[{"img":"https://community-static.tradeup.com/news/7babc9df18bb27d3ac56efd9782b2690","width":"902","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/395536846242392","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":396285694951584,"gmtCreate":1737774741093,"gmtModify":1737776045786,"author":{"id":"3551375367105184","authorId":"3551375367105184","name":"Delfort","avatar":"https://static.tigerbbs.com/ff9b618d1943ace275e2ebca8e4b8130","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551375367105184","authorIdStr":"3551375367105184"},"themes":[],"htmlText":"The concept of \"Trump Stargate\" appears intriguing, though it's not entirely clear what it specifically refers to. If it's a policy or initiative aimed at fostering AI and crypto development, it could certainly draw interest from silent or international investors, given the significant opportunities in these fields. AI and blockchain (crypto's backbone) are transformative technologies reshaping industries globally. With the U.S. historically leading innovation, a strategic focus on these areas could reinforce its dominance in tech and finance. Encouraging innovation, establishing clear regulations, and fostering collaboration between the private and public sectors could indeed attract investment and solidify the U.S.'s leadership in these spaces.","listText":"The concept of \"Trump Stargate\" appears intriguing, though it's not entirely clear what it specifically refers to. If it's a policy or initiative aimed at fostering AI and crypto development, it could certainly draw interest from silent or international investors, given the significant opportunities in these fields. AI and blockchain (crypto's backbone) are transformative technologies reshaping industries globally. With the U.S. historically leading innovation, a strategic focus on these areas could reinforce its dominance in tech and finance. Encouraging innovation, establishing clear regulations, and fostering collaboration between the private and public sectors could indeed attract investment and solidify the U.S.'s leadership in these spaces.","text":"The concept of \"Trump Stargate\" appears intriguing, though it's not entirely clear what it specifically refers to. If it's a policy or initiative aimed at fostering AI and crypto development, it could certainly draw interest from silent or international investors, given the significant opportunities in these fields. AI and blockchain (crypto's backbone) are transformative technologies reshaping industries globally. With the U.S. historically leading innovation, a strategic focus on these areas could reinforce its dominance in tech and finance. Encouraging innovation, establishing clear regulations, and fostering collaboration between the private and public sectors could indeed attract investment and solidify the U.S.'s leadership in these spaces.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396285694951584","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395421836038832,"gmtCreate":1737565041629,"gmtModify":1737600102620,"author":{"id":"4177263596677932","authorId":"4177263596677932","name":"Bullaroo","avatar":"https://community-static.tradeup.com/news/d07d07325e506814e24316743b80e468","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177263596677932","authorIdStr":"4177263596677932"},"themes":[],"title":"Trump's \"Stargate\" Initiative: A $500 Billion Leap into AI Dominance","htmlText":"President Donald Trump has unveiled a colossal private-sector initiative named \"Stargate,\" promising an unprecedented investment of up to $500 billion in AI infrastructure over the next four years. Announced from the White House on January 21, 2025, this program involves a partnership between tech giants OpenAI, SoftBank, and Oracle, with an initial commitment of $100 billion. The project aims to position the United States at the forefront of artificial intelligence, fostering innovation, job creation, and economic growth. AI Infrastructure Investment refers to the strategic allocation of financial resources into the physical and digital foundations necessary for the development, deployment, and scaling of artificial intelligence (AI) technologies. This includes both hardware and software","listText":"President Donald Trump has unveiled a colossal private-sector initiative named \"Stargate,\" promising an unprecedented investment of up to $500 billion in AI infrastructure over the next four years. Announced from the White House on January 21, 2025, this program involves a partnership between tech giants OpenAI, SoftBank, and Oracle, with an initial commitment of $100 billion. The project aims to position the United States at the forefront of artificial intelligence, fostering innovation, job creation, and economic growth. AI Infrastructure Investment refers to the strategic allocation of financial resources into the physical and digital foundations necessary for the development, deployment, and scaling of artificial intelligence (AI) technologies. This includes both hardware and software","text":"President Donald Trump has unveiled a colossal private-sector initiative named \"Stargate,\" promising an unprecedented investment of up to $500 billion in AI infrastructure over the next four years. Announced from the White House on January 21, 2025, this program involves a partnership between tech giants OpenAI, SoftBank, and Oracle, with an initial commitment of $100 billion. The project aims to position the United States at the forefront of artificial intelligence, fostering innovation, job creation, and economic growth. AI Infrastructure Investment refers to the strategic allocation of financial resources into the physical and digital foundations necessary for the development, deployment, and scaling of artificial intelligence (AI) technologies. This includes both hardware and software","images":[{"img":"https://community-static.tradeup.com/news/8487f0a8cf3b07b883692b96bc192ab9","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":33,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/395421836038832","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395409834189328,"gmtCreate":1737562543782,"gmtModify":1737562557906,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"The buzz surrounding the Stargate launch has sparked excitement in the tech industry. This groundbreaking platform is set to redefine the way companies handle AI workloads, data management, and computing power, drawing attention to three key players: ARM, Oracle (ORCL), and NVIDIA (NVDA). But who stands to gain the most from this next-gen innovation? Let’s dive into the potential impact for each. 1. ARM: The Architect of Efficiency ARM’s energy-efficient chip designs have become a cornerstone of modern computing. With the Stargate launch promising to leverage AI across edge devices and data centers, ARM’s low-power architecture could be pivotal in supporting scalable, high-performance systems. Why ARM Could Benefit: Edge Computing Domination: Stargate’s focus on decentralized AI could driv","listText":"The buzz surrounding the Stargate launch has sparked excitement in the tech industry. This groundbreaking platform is set to redefine the way companies handle AI workloads, data management, and computing power, drawing attention to three key players: ARM, Oracle (ORCL), and NVIDIA (NVDA). But who stands to gain the most from this next-gen innovation? Let’s dive into the potential impact for each. 1. ARM: The Architect of Efficiency ARM’s energy-efficient chip designs have become a cornerstone of modern computing. With the Stargate launch promising to leverage AI across edge devices and data centers, ARM’s low-power architecture could be pivotal in supporting scalable, high-performance systems. Why ARM Could Benefit: Edge Computing Domination: Stargate’s focus on decentralized AI could driv","text":"The buzz surrounding the Stargate launch has sparked excitement in the tech industry. This groundbreaking platform is set to redefine the way companies handle AI workloads, data management, and computing power, drawing attention to three key players: ARM, Oracle (ORCL), and NVIDIA (NVDA). But who stands to gain the most from this next-gen innovation? Let’s dive into the potential impact for each. 1. ARM: The Architect of Efficiency ARM’s energy-efficient chip designs have become a cornerstone of modern computing. With the Stargate launch promising to leverage AI across edge devices and data centers, ARM’s low-power architecture could be pivotal in supporting scalable, high-performance systems. Why ARM Could Benefit: Edge Computing Domination: Stargate’s focus on decentralized AI could driv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395409834189328","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396013459988656,"gmtCreate":1737707889716,"gmtModify":1737708897411,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"First AI Application Earnings Surprise, Twillio Surge 10%!","htmlText":"<a href=\"https://ttm.financial/S/TWLO\">$Twilio(TWLO)$</a> shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned","listText":"<a href=\"https://ttm.financial/S/TWLO\">$Twilio(TWLO)$</a> shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned","text":"$Twilio(TWLO)$ shares rose in response to the release of Q4 2024 results after the 23rd after-hours and a positive outlook on Thursday.Shares of the provider, which specializes in customer engagement and cloud communications, rose sharply, up 10%, in early after-hours trading.The company announcedQ4 revenues up 11% year-over-yearGAAP operating profit was positive and well above the upper end of the range of its initial guidance provided in Q3;FY2024 free cash flow within the range initially provided.Looking forward to 2025, Twilio expects year-over-year revenue growth of 7% - 8%, with free cash flow expected to be in the range of $825 million to $850 million, and adjusted operating income to remain at similar levels.Previously, the company planned","images":[{"img":"https://static.tigerbbs.com/a319affad124598c064097275fa17a4c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":49,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/396013459988656","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395313027392016,"gmtCreate":1737527052492,"gmtModify":1737527192040,"author":{"id":"3566854457101758","authorId":"3566854457101758","name":"HMH","avatar":"https://static.tigerbbs.com/4f9d0a9264992f1a8f444997883a3f1a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566854457101758","authorIdStr":"3566854457101758"},"themes":[],"title":"Stargate Ignites AI Stock Surge: Oracle, ARM, and NVIDIA Set to Soar!","htmlText":"The recent announcement of the \"Stargate\" initiative marks a pivotal moment in the artificial intelligence (AI) sector. President Donald Trump unveiled a substantial private-sector investment plan, with OpenAI, SoftBank, and Oracle committing up to $500 billion to develop AI infrastructure in the United States over the next four years. The project will commence with an initial $100 billion investment, focusing on establishing data centres in Texas. This development has led to notable movements in the stock market and it is crucial to analyse how to strategically position oneself in light of these developments. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Oracle's significant stock appreciation underscores its central role in the Stargate initiative. The company's expertise in","listText":"The recent announcement of the \"Stargate\" initiative marks a pivotal moment in the artificial intelligence (AI) sector. President Donald Trump unveiled a substantial private-sector investment plan, with OpenAI, SoftBank, and Oracle committing up to $500 billion to develop AI infrastructure in the United States over the next four years. The project will commence with an initial $100 billion investment, focusing on establishing data centres in Texas. This development has led to notable movements in the stock market and it is crucial to analyse how to strategically position oneself in light of these developments. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Oracle's significant stock appreciation underscores its central role in the Stargate initiative. The company's expertise in","text":"The recent announcement of the \"Stargate\" initiative marks a pivotal moment in the artificial intelligence (AI) sector. President Donald Trump unveiled a substantial private-sector investment plan, with OpenAI, SoftBank, and Oracle committing up to $500 billion to develop AI infrastructure in the United States over the next four years. The project will commence with an initial $100 billion investment, focusing on establishing data centres in Texas. This development has led to notable movements in the stock market and it is crucial to analyse how to strategically position oneself in light of these developments. $Oracle(ORCL)$ Oracle's significant stock appreciation underscores its central role in the Stargate initiative. The company's expertise in","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":32,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/395313027392016","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395662107443264,"gmtCreate":1737622267773,"gmtModify":1737622871943,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"MSFT's Last dance before earnings","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> is up over 4% in a single day and one of the most volatile and biggest days in its history.There are a couple reasons why it's up so much:The hottest Stargate hype of late, but not really too much about Microsoft.Although there is an inflow of funds in the AI circle, Microsoft will also share the benefits.But the secondary market currently lacks channels to invest directly in OpenAI, so the logic of speculating on MSFT to speculate on OpenAI is the same as buying <a href=\"https://ttm.financial/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> to speculate on Starlink, which is actually a premium.Guess if that premium is still there if OpenAI goes public?There is a lot of hype about next week's earnings expectations, but it doesn't take int","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> is up over 4% in a single day and one of the most volatile and biggest days in its history.There are a couple reasons why it's up so much:The hottest Stargate hype of late, but not really too much about Microsoft.Although there is an inflow of funds in the AI circle, Microsoft will also share the benefits.But the secondary market currently lacks channels to invest directly in OpenAI, so the logic of speculating on MSFT to speculate on OpenAI is the same as buying <a href=\"https://ttm.financial/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> to speculate on Starlink, which is actually a premium.Guess if that premium is still there if OpenAI goes public?There is a lot of hype about next week's earnings expectations, but it doesn't take int","text":"$Microsoft(MSFT)$ is up over 4% in a single day and one of the most volatile and biggest days in its history.There are a couple reasons why it's up so much:The hottest Stargate hype of late, but not really too much about Microsoft.Although there is an inflow of funds in the AI circle, Microsoft will also share the benefits.But the secondary market currently lacks channels to invest directly in OpenAI, so the logic of speculating on MSFT to speculate on OpenAI is the same as buying $Destiny Tech100 Inc(DXYZ)$ to speculate on Starlink, which is actually a premium.Guess if that premium is still there if OpenAI goes public?There is a lot of hype about next week's earnings expectations, but it doesn't take int","images":[{"img":"https://community-static.tradeup.com/news/df19ed8cbe5b1bf504ab09d0f6a9193c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395662107443264","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0}]}