Stargate Questioned: Will You Enter AI Stocks Now?

05:19

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

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

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?

icycrystal

01-24 01:04

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

icycrystal

01-24 01:04

MHh

01-23 21:39

I agree with musk that the funding is unlikely to be sufficient. Musk and trump are two unpredictable fellows! What will happen is anyone’s guess. Both are not afraid to show their unhappiness and want they own ways. Tesla on its own hasn’t been able to exceed expectations and trump has yet to reciprocate his funding for his presidential elections with favourable policies. Without the money, I don’t think this project will come to fruition. If it comes to fruition, many tech companies might stand to gain

JacksNiffler

01-23 16:51

MSFT's Last dance before earnings

$Microsoft(MSFT)$ 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

MSFT's Last dance before earnings

Tiger_comments

01-23 16:43

Musk Questions Stargate Funding: Is It Better to Include Other Giants in Project?

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

Musk Questions Stargate Funding: Is It Better to Include Other Giants in Project?

Kiwi_G

01-23 09:39

While all three companies—Arm, Oracle, and Nvidia—are poised to benefit from the Stargate Project, Oracle may experience the most immediate and substantial gains due to its central role in providing cloud infrastructure and data center services. Nvidia and Arm are also expected to see significant advantages as their technologies become integral to the project’s AI infrastructure. The positive stock movements of these companies post-announcement reflect investor optimism about their future prospects within the Stargate initiative. Nvidiad price targets range from a low of $135 to a high of $220, reflecting varying perspectives on Nvidia’s future performance. Analyst projections at Tippranks indicate an average 12-month price target of $176.44, suggesting a potential upside of approximately

Success88

01-23 09:15

$ASML Holding NV(ASML)$

$ASM International N.V.(ASMIY)$ ASML vs ASM International: What's the Difference? ASML, a lithography giant with a market cap of €295 billion, dominates chip production with its advanced machines, essential for creating the intricate patterns on silicon wafers. ASM International (€30 billion market cap) focuses on deposition tools, crucial for building up thin layers on wafers with extreme precision. Key areas include: ALD (Atomic Layer Deposition): The most advanced deposition method for creating ultra-thin films. Epitaxy: Growing layers of silicon or silicon carbide (ideal for high-temperature applications like electric vehicle batteries). Thermal

AmitS

01-23 08:57

Fantastic

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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":21,"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":0,"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":14,"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% - 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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":41,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/396013459988656","isVote":1,"tweetType":1,"viewCount":577,"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":16,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/395997752271224","isVote":1,"tweetType":1,"viewCount":618,"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":13,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/395985009418752","isVote":1,"tweetType":1,"viewCount":1038,"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395899113128600","isVote":1,"tweetType":1,"viewCount":23,"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":31,"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":99,"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":10,"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395824238231776","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395782372467240,"gmtCreate":1737651864084,"gmtModify":1737651869853,"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"themes":[],"htmlText":"perhaps, the more the merrier [Smile]&nbsp; [Smile]&nbsp; [Smile]&nbsp; 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. <a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/4141429963588842\"> @TigerGPT </a>","listText":"perhaps, the more the merrier [Smile]&nbsp; [Smile]&nbsp; [Smile]&nbsp; 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. <a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/4141429963588842\"> @TigerGPT </a>","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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/395782372467240","isVote":1,"tweetType":1,"viewCount":107,"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":"According to the latest report, Trump announced the establishment of the \"Stargate\" artificial intelligence (AI) infrastructure investment plan, which involves up to $500 billion. According to information reports, OpenAI and SoftBank each invested US $19 billion in \"Stargate\". However, Musk questioned this, arguing that OpenAI and SoftBank did not have enough funds to fulfill their promised investments. OpenAI CEO Sam Altman said the company will hold a 40% stake in Stargate, with OpenAI and SoftBank each contributing $19 billion. The report also mentioned that Microsoft may invest in OpenAI infrastructure projects, which may be one of the biggest beneficiaries of the \"Stargate\" project. Regarding Tesla's outlook, there are currently no relevant reports mentioning Tesla's participation in the \"Stargate\" project. Therefore, we can't judge Tesla's role and prospects in the project. At present, there is not enough information to make an accurate judgment about whether the Stargate project can be successfully implemented. This requires further observation and understanding of relevant investment progress and cooperation dynamics. Overall, although the Stargate project has attracted much attention, there is not enough information to determine which company will benefit the most. Investors and observers need to keep a close eye on further developments and published information. Please note that the above content is for reference only and does not constitute investment advice. Investing involves risks, please evaluate and make your own decisions.","text":"According to the latest report, Trump announced the establishment of the \"Stargate\" artificial intelligence (AI) infrastructure investment plan, which involves up to $500 billion. According to information reports, OpenAI and SoftBank each invested US $19 billion in \"Stargate\". However, Musk questioned this, arguing that OpenAI and SoftBank did not have enough funds to fulfill their promised investments. OpenAI CEO Sam Altman said the company will hold a 40% stake in Stargate, with OpenAI and SoftBank each contributing $19 billion. The report also mentioned that Microsoft may invest in OpenAI infrastructure projects, which may be one of the biggest beneficiaries of the \"Stargate\" project. Regarding Tesla's outlook, there are currently no relevant reports mentioning Tesla's participation in the \"Stargate\" project. Therefore, we can't judge Tesla's role and prospects in the project. At present, there is not enough information to make an accurate judgment about whether the Stargate project can be successfully implemented. This requires further observation and understanding of relevant investment progress and cooperation dynamics. Overall, although the Stargate project has attracted much attention, there is not enough information to determine which company will benefit the most. Investors and observers need to keep a close eye on further developments and published information. Please note that the above content is for reference only and does not constitute investment advice. Investing involves risks, please evaluate and make your own decisions.","html":"According to the latest report, Trump announced the establishment of the \"Stargate\" artificial intelligence (AI) infrastructure investment plan, which involves up to $500 billion. According to information reports, OpenAI and SoftBank each invested US $19 billion in \"Stargate\". However, Musk questioned this, arguing that OpenAI and SoftBank did not have enough funds to fulfill their promised investments. OpenAI CEO Sam Altman said the company will hold a 40% stake in Stargate, with OpenAI and SoftBank each contributing $19 billion. The report also mentioned that Microsoft may invest in OpenAI infrastructure projects, which may be one of the biggest beneficiaries of the \"Stargate\" project. Regarding Tesla's outlook, there are currently no relevant reports mentioning Tesla's participation in the \"Stargate\" project. Therefore, we can't judge Tesla's role and prospects in the project. At present, there is not enough information to make an accurate judgment about whether the Stargate project can be successfully implemented. This requires further observation and understanding of relevant investment progress and cooperation dynamics. Overall, although the Stargate project has attracted much attention, there is not enough information to determine which company will benefit the most. Investors and observers need to keep a close eye on further developments and published information. Please note that the above content is for reference only and does not constitute investment advice. Investing involves risks, please evaluate and make your own decisions."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395782725136872,"gmtCreate":1737651853572,"gmtModify":1737651859332,"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"themes":[],"htmlText":"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. <a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/4141429963588842\"> @TigerGPT </a>","listText":"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. <a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/4141429963588842\"> @TigerGPT </a>","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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/395782725136872","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395733469708864,"gmtCreate":1737639551716,"gmtModify":1737640170503,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"themes":[],"htmlText":"I agree with musk that the funding is unlikely to be sufficient. Musk and trump are two unpredictable fellows! What will happen is anyone’s guess. Both are not afraid to show their unhappiness and want they own ways. Tesla on its own hasn’t been able to exceed expectations and trump has yet to reciprocate his funding for his presidential elections with favourable policies. Without the money, I don’t think this project will come to fruition. If it comes to fruition, many tech companies might stand to gain","listText":"I agree with musk that the funding is unlikely to be sufficient. Musk and trump are two unpredictable fellows! What will happen is anyone’s guess. Both are not afraid to show their unhappiness and want they own ways. Tesla on its own hasn’t been able to exceed expectations and trump has yet to reciprocate his funding for his presidential elections with favourable policies. Without the money, I don’t think this project will come to fruition. If it comes to fruition, many tech companies might stand to gain","text":"I agree with musk that the funding is unlikely to be sufficient. Musk and trump are two unpredictable fellows! What will happen is anyone’s guess. Both are not afraid to show their unhappiness and want they own ways. Tesla on its own hasn’t been able to exceed expectations and trump has yet to reciprocate his funding for his presidential elections with favourable policies. Without the money, I don’t think this project will come to fruition. If it comes to fruition, many tech companies might stand to gain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395733469708864","isVote":1,"tweetType":1,"viewCount":277,"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":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":395660144353344,"gmtCreate":1737621788503,"gmtModify":1737639258399,"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":1,"essential":2,"paper":2,"likeSize":24,"commentSize":9,"repostSize":1,"link":"https://ttm.financial/post/395660144353344","isVote":1,"tweetType":1,"viewCount":783,"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":395549819359352,"gmtCreate":1737596367386,"gmtModify":1737614803739,"author":{"id":"4185673499767382","authorId":"4185673499767382","name":"Kiwi_G","avatar":"https://community-static.tradeup.com/news/fefe220391cd3c07e2c3197c649c7ea6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185673499767382","authorIdStr":"4185673499767382"},"themes":[],"htmlText":"While all three companies—Arm, Oracle, and Nvidia—are poised to benefit from the Stargate Project, Oracle may experience the most immediate and substantial gains due to its central role in providing cloud infrastructure and data center services. Nvidia and Arm are also expected to see significant advantages as their technologies become integral to the project’s AI infrastructure. The positive stock movements of these companies post-announcement reflect investor optimism about their future prospects within the Stargate initiative. Nvidiad price targets range from a low of $135 to a high of $220, reflecting varying perspectives on Nvidia’s future performance. Analyst projections at Tippranks indicate an average 12-month price target of $176.44, suggesting a potential upside of approximately","listText":"While all three companies—Arm, Oracle, and Nvidia—are poised to benefit from the Stargate Project, Oracle may experience the most immediate and substantial gains due to its central role in providing cloud infrastructure and data center services. Nvidia and Arm are also expected to see significant advantages as their technologies become integral to the project’s AI infrastructure. The positive stock movements of these companies post-announcement reflect investor optimism about their future prospects within the Stargate initiative. Nvidiad price targets range from a low of $135 to a high of $220, reflecting varying perspectives on Nvidia’s future performance. Analyst projections at Tippranks indicate an average 12-month price target of $176.44, suggesting a potential upside of approximately","text":"While all three companies—Arm, Oracle, and Nvidia—are poised to benefit from the Stargate Project, Oracle may experience the most immediate and substantial gains due to its central role in providing cloud infrastructure and data center services. Nvidia and Arm are also expected to see significant advantages as their technologies become integral to the project’s AI infrastructure. The positive stock movements of these companies post-announcement reflect investor optimism about their future prospects within the Stargate initiative. Nvidiad price targets range from a low of $135 to a high of $220, reflecting varying perspectives on Nvidia’s future performance. Analyst projections at Tippranks indicate an average 12-month price target of $176.44, suggesting a potential upside of approximately","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395549819359352","isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395543780168304,"gmtCreate":1737594904394,"gmtModify":1737594913572,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/ASMIY\">$ASM International N.V.(ASMIY)$</a> ASML vs ASM International: What's the Difference? ASML, a lithography giant with a market cap of €295 billion, dominates chip production with its advanced machines, essential for creating the intricate patterns on silicon wafers. ASM International (€30 billion market cap) focuses on deposition tools, crucial for building up thin layers on wafers with extreme precision. Key areas include: ALD (Atomic Layer Deposition): The most advanced deposition method for creating ultra-thin films. Epitaxy: Growing layers of silicon or silicon carbide (ideal for high-temperature applications like electric vehicle batteries). Thermal","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/ASMIY\">$ASM International N.V.(ASMIY)$</a> ASML vs ASM International: What's the Difference? ASML, a lithography giant with a market cap of €295 billion, dominates chip production with its advanced machines, essential for creating the intricate patterns on silicon wafers. ASM International (€30 billion market cap) focuses on deposition tools, crucial for building up thin layers on wafers with extreme precision. Key areas include: ALD (Atomic Layer Deposition): The most advanced deposition method for creating ultra-thin films. Epitaxy: Growing layers of silicon or silicon carbide (ideal for high-temperature applications like electric vehicle batteries). Thermal","text":"$ASML Holding NV(ASML)$ $ASM International N.V.(ASMIY)$ ASML vs ASM International: What's the Difference? ASML, a lithography giant with a market cap of €295 billion, dominates chip production with its advanced machines, essential for creating the intricate patterns on silicon wafers. ASM International (€30 billion market cap) focuses on deposition tools, crucial for building up thin layers on wafers with extreme precision. Key areas include: ALD (Atomic Layer Deposition): The most advanced deposition method for creating ultra-thin films. Epitaxy: Growing layers of silicon or silicon carbide (ideal for high-temperature applications like electric vehicle batteries). Thermal","images":[{"img":"https://community-static.tradeup.com/news/6583a04fa08e7ad40c2d967231094025","width":"643","height":"394"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395543780168304","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":395539532849704,"gmtCreate":1737593861994,"gmtModify":1737593865413,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Fantastic","listText":"Fantastic","text":"Fantastic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395539532849704","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"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,"authorIdStr":"4184660311217232","idStr":"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":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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,"authorIdStr":"4102740236684050","idStr":"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":16,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/395997752271224","isVote":1,"tweetType":1,"viewCount":618,"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,"authorIdStr":"3566854457101758","idStr":"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":13,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/395985009418752","isVote":1,"tweetType":1,"viewCount":1038,"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,"authorIdStr":"4185398225303912","idStr":"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":0,"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,"authorIdStr":"3527667618821228","idStr":"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":1749,"commentSize":2,"repostSize":163,"link":"https://ttm.financial/post/395314767687808","isVote":1,"tweetType":1,"viewCount":20338,"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,"authorIdStr":"4125570196865622","idStr":"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 $Softbank Group Cor","images":[{"img":"https://community-static.tradeup.com/news/ff8a5f622368fe3e6a11ce242b15c155","width":"2000","height":"821"},{"img":"https://community-static.tradeup.com/news/484ce0bf46851fdd30666c385867cf40","width":"2377","height":"1490"},{"img":"https://community-static.tradeup.com/news/3f43f962f4f9929ad1a053ef229e3ced","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":76,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/395852004770416","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":396013459988656,"gmtCreate":1737707889716,"gmtModify":1737708897411,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"First AI Application Earnings Surprise, Twillio Surge 10%!","htmlText":"<a href=\"https://ttm.financial/S/TWLO\">$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":41,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/396013459988656","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"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,"authorIdStr":"4146741337539372","idStr":"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":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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,"authorIdStr":"3501196737273098","idStr":"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":1711,"commentSize":12,"repostSize":149,"link":"https://ttm.financial/post/395360960254080","isVote":1,"tweetType":1,"viewCount":6466,"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,"authorIdStr":"4142551860919612","idStr":"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":1737639258399,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"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":1,"essential":2,"paper":2,"likeSize":24,"commentSize":9,"repostSize":1,"link":"https://ttm.financial/post/395660144353344","isVote":1,"tweetType":1,"viewCount":783,"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,"authorIdStr":"4132300740238052","idStr":"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 $40 billion yet. @HelenJanet @GoodLife99 @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @Shyon @Aqa @LMSunshine @koolgal What do you think of Musk’s recent statements on the Stargate project? What is Tesla’s outlook? Will this project actually come to fruition? Which company stands to benefit the most? Rewards: Leave your comments and also post to win tiger coins!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":395426571424368,"gmtCreate":1737566288978,"gmtModify":1737566543567,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMH\">$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":667,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4141429963588842","idStr":"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 $262.47. These levels can be used as reference points for analyzing the stock's price movements. Analyst Viewpoints: Unfortunately, specific analyst viewpoints and target price information for SMH are not provided in the available data. Bullish and Bearish News: The available data does not provide specific news articles related to SMH or its recent market dynamics. To get more information on the latest news and market sentiments surrounding SMH, it is recommended to refer to reputable financial news sources. Disclaimer: The analysis provided above is for informational purposes only and should not be considered as investment advice. Investing in the stock market carries inherent risks, and stock prices can experience normal fluctuations. It is essential to conduct thorough research and consider various factors before making any investment decisions. Please note that the analysis provided is based on the available data, and it is recommended to perform additional research or consult with a financial advisor for a comprehensive evaluation of this stock."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":396029181141472,"gmtCreate":1737711852669,"gmtModify":1737711856364,"author":{"id":"4175823762502282","authorId":"4175823762502282","name":"Dr Leonard Lim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175823762502282","idStr":"4175823762502282"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LTBR\">$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":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"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,"authorIdStr":"4092890920697680","idStr":"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":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"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,"authorIdStr":"4177263596677932","idStr":"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":474,"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,"authorIdStr":"4121482349085112","idStr":"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":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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,"authorIdStr":"3566854457101758","idStr":"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":785,"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,"authorIdStr":"4113023309293912","idStr":"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":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":395336051904920,"gmtCreate":1737532955426,"gmtModify":1737533927941,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp; 📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺🤖🚀🦾🌟🌌 🌌✨ Stargate, The AI Revolution Propelling Us Towards an Intellectual Horizon 🌙✨🌌 President Trump’s bold unveiling of “Stargate” heralds a new dawn for the AI sector, positioning the U.S. as the global vanguard of innovation. With $500 billion poised to flow into AI infrastructure over the next four years, Stargate isn’t just an investment, it’s the defining initiative of a technological renaissance. 🚀 The Stargate Paradigm, AI’s Galactic Leap 1️⃣ Phase 1 Investment: An initial $100 billion will lay the foundation within t","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp; 📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺🤖🚀🦾🌟🌌 🌌✨ Stargate, The AI Revolution Propelling Us Towards an Intellectual Horizon 🌙✨🌌 President Trump’s bold unveiling of “Stargate” heralds a new dawn for the AI sector, positioning the U.S. as the global vanguard of innovation. With $500 billion poised to flow into AI infrastructure over the next four years, Stargate isn’t just an investment, it’s the defining initiative of a technological renaissance. 🚀 The Stargate Paradigm, AI’s Galactic Leap 1️⃣ Phase 1 Investment: An initial $100 billion will lay the foundation within t","text":"$Oracle(ORCL)$ $NVIDIA(NVDA)$ $ARM Holdings(ARM)$ $Microsoft(MSFT)$ 📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺🤖🚀🦾🌟🌌 🌌✨ Stargate, The AI Revolution Propelling Us Towards an Intellectual Horizon 🌙✨🌌 President Trump’s bold unveiling of “Stargate” heralds a new dawn for the AI sector, positioning the U.S. as the global vanguard of innovation. With $500 billion poised to flow into AI infrastructure over the next four years, Stargate isn’t just an investment, it’s the defining initiative of a technological renaissance. 🚀 The Stargate Paradigm, AI’s Galactic Leap 1️⃣ Phase 1 Investment: An initial $100 billion will lay the foundation within t","images":[{"img":"https://community-static.tradeup.com/news/32c01a39e796f6f4405737dc614424e8","width":"1024","height":"736"},{"img":"https://community-static.tradeup.com/news/d049a5fe3750d73a3e34b0ad96e51608","width":"1528","height":"1616"},{"img":"https://community-static.tradeup.com/news/210ae3cf1a1f5760f98e59afb4b39ee1","width":"2732","height":"1519"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":5,"repostSize":14,"link":"https://ttm.financial/post/395336051904920","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":395359326032296,"gmtCreate":1737550061100,"gmtModify":1737551525893,"author":{"id":"3581730064782630","authorId":"3581730064782630","name":"Ultrahisham","avatar":"https://community-static.tradeup.com/news/bab3e4284f4d91bbf2336426480f1c44","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581730064782630","idStr":"3581730064782630"},"themes":[],"htmlText":"Stargate is a monumental artificial intelligence (AI) infrastructure initiative announced on January 21, 2025, by President Donald Trump. This ambitious project is a collaboration between OpenAI, SoftBank Group Corp., Oracle Corp., and MGX, aiming to invest up to $500 billion over the next four years to develop extensive data centers and virtual infrastructure across the United States.  Key Objectives of Stargate: • AI Advancement: The project seeks to build the necessary infrastructure to support the next generation of AI advancements, addressing current bottlenecks in data centers required for advanced AI models.  • Economic Impact: Stargate is projected to create approximately 100,000 jobs immediately, with the potential for hundreds of thousands more as the project expands.  • Globa","listText":"Stargate is a monumental artificial intelligence (AI) infrastructure initiative announced on January 21, 2025, by President Donald Trump. This ambitious project is a collaboration between OpenAI, SoftBank Group Corp., Oracle Corp., and MGX, aiming to invest up to $500 billion over the next four years to develop extensive data centers and virtual infrastructure across the United States.  Key Objectives of Stargate: • AI Advancement: The project seeks to build the necessary infrastructure to support the next generation of AI advancements, addressing current bottlenecks in data centers required for advanced AI models.  • Economic Impact: Stargate is projected to create approximately 100,000 jobs immediately, with the potential for hundreds of thousands more as the project expands.  • Globa","text":"Stargate is a monumental artificial intelligence (AI) infrastructure initiative announced on January 21, 2025, by President Donald Trump. This ambitious project is a collaboration between OpenAI, SoftBank Group Corp., Oracle Corp., and MGX, aiming to invest up to $500 billion over the next four years to develop extensive data centers and virtual infrastructure across the United States.  Key Objectives of Stargate: • AI Advancement: The project seeks to build the necessary infrastructure to support the next generation of AI advancements, addressing current bottlenecks in data centers required for advanced AI models.  • Economic Impact: Stargate is projected to create approximately 100,000 jobs immediately, with the potential for hundreds of thousands more as the project expands.  • Globa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/395359326032296","isVote":1,"tweetType":1,"viewCount":452,"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,"authorIdStr":"4101948424484190","idStr":"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395899113128600","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}