AI Companies and Industry DIG

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

AI can't scale to its full potential --here are the five names I'm watching šŸ§

The timing of the nuclear renaissance is uncertain, but the need for alternative energy solutions to power AI-driven data centers is inevitable.Without it, AI can't scale to its full potential --here are the five names I'm watching šŸ§1. $Cameco(CCJ)$ -- The Uranium Supplier Fueling the Global Nuclear Renaissance2. $BWX Technologies Inc(BWXT)$ -- The Picks & Shovels Supplier for Nuclear Defense & Energy3. $Oklo Inc.(OKLO)$ -- The Microreactor Innovator Bringing Advanced Fission to Market4. $Constellation Energy Corp(CEG)$ -- The Largest Carbon-Free Power Producer in the U.S.5. $N
AI can't scale to its full potential --here are the five names I'm watching šŸ§

Inflection Points are the Foundation of Multi-baggers -- Spot them Early & the Upside can be Massive

Inflection points are the foundation of multi-baggers -- spot them early & the upside can be massive šŸ§ā€¢ $Meta Platforms, Inc.(META)$ -- The mobile-first shift & acquisitions of Instagram & WhatsApp cemented Metaā€™s dominance in social media.ā€¢ $Robinhood(HOOD)$ -- Roth IRA match & credit card expansion push Robinhood toward a full-service financial ecosystem.ā€¢ $Tesla Motors(TSLA)$ -- FSD is transforming Tesla from an automaker into an AI-powered autonomy leader.ā€¢ $Apple(AAPL)$ -- The iPhone didnā€™t just transform Apple, it became the foundation of the modern mobile economy.ā€¢
Inflection Points are the Foundation of Multi-baggers -- Spot them Early & the Upside can be Massive

Hereā€™s the Harsh Truth About $AMD šŸ§

If AI were truly diversifying hyperscaler demand beyond $NVIDIA(NVDA)$ , AMDā€™s earnings would have painted a very different picture. Instead, what we saw was another confirmation that Nvidia remains the default choice for AI infrastructure -- while AMD struggles to gain real traction in a market where speed and ecosystem lock-in determine everything.Despite beating revenue expectations with $7.7B (+24% YoY), AMDā€™s data center business -- the segment thatā€™s supposed to drive its AI narrative -- fell short. Analysts were looking for $4.2B, and AMD delivered only $3.9B. Thatā€™s not just a slight miss -- itā€™s an undeniable signal that hyperscalers arenā€™t shifting their AI spending away from Nvidia in any meaningful way.
Hereā€™s the Harsh Truth About $AMD šŸ§

$PLTR Hit my Year-End $100 Target in 5 weeks šŸ¤Æ

$Palantir Technologies Inc.(PLTR)$ Hit my Year-End $100 Target in 5 weeks šŸ¤ÆSo What's Next? šŸ“ˆ Earnings ResultsšŸ”¹ Beat Revenue $608M vs $602M est. (+20% YoY)šŸ”¹ Beat EPS $.08 vs $.07 (5th Straight Profitable Quarter)šŸ”¹ 2025 Revenue Guidance $3.74-$3.76B (AI Fueling Growth)Growth OutlookšŸ”¹ Expect more AI adoption at the enterprise level (Fortune 500 Contracts)šŸ”¹ Expanding into cybersecurity and healthcare sectors šŸ”¹ Landed $619M US Army Contract back in Dec'24What To ExpectšŸ”¹ They will continue winning more government contracts which will add to their long-term revenue pipeline šŸ”¹ We are seeing adoption made by the commercial space by Fortune 500 companies We raise our Price Forecast to $140 for the end of 2025Image2.TRADE PLAN for Wednesday āœ…
$PLTR Hit my Year-End $100 Target in 5 weeks šŸ¤Æ
avatarMarian Horace
02-04 12:12
$Alphabet(GOOG)$ With tariffs paused, GOOG will be at $230+ after earning tomorrow. There is nothing that can stop GOOG flying [Cool][Cool][Cool]Guess people are bullish on earnings !!!!Long bullish on it!!!Buy in the dip!!
avatarMarian Horace
02-04 12:04
$Broadcom(AVGO)$ was just at $196 a week ago, and shorts failed to get that gap from $180 filled.Since $180 is the gap fill, if the market makers want to create fear, I would say max pain is at $175.If it doesnā€™t happen this week, with the market in panic mode, then it probably wonā€™t happen at all.Stay long and take advantage of the temporary weakness.[Lovely][Lovely][Lovely]
avatarThomas Flynn
02-04 11:59
$NVIDIA(NVDA)$ is still the KING a real CASH COW... Buy the dip or hold...The longs will be rewarded. Healthy time to buy. $200 by October. DeepSeek is double ai company made out of nvda chips .. believe me or not but once the news come out u will thank me later [Happy][Happy][Happy]
avatarThomas Flynn
02-04 11:52
$Oklo Inc.(OKLO)$ Power AI to Data centers with Nuclear..smartest cleanest energy bar none...period..Bullish all the way[Happy][Happy]The action here has an underlying message that Nvidia could be readying for a run back to the $150 level. Seems many investors are seeing past the smoke screen across the board. All positive trends for SMRs...
avatarAbbott Cook(e)
02-04 11:42
$Apple(AAPL)$ Buy the dip. Apple is fairly Tariff proof. You would need to have full mesh topology of tariffs between nations to affect Apple.Everyone will own an iPhone with Apple Intelligence and 5G Modem.Besides these first round of tariffs will likely be resolved soon Trump is just messing with them.All Mexico and Canada have to say is "No more fentanyl to the US" done. LOL
avatarAbbott Cook(e)
02-04 11:32
$Microsoft(MSFT)$ hasn't risen because very few are buying it. Even with great earnings, it sinks. I think when AI is fully implemented, MSFT will soar but the competition is fierce. In the meantime, management must spur interest in MSFT through levers it can control such as increased dividends, buybacks, eliminate excessive employees, split the stock and very importantly, improve messaging to tout the stock.[Shy][Shy][Shy]
avatarMarico Samuel
02-04 11:25
$GE Vernova Inc.(GEV)$ has no net debt, return on equity of 15% (higher than industry) and solid balance sheet. Leading partner in the infinite demand for AI energy needs in the foreseeable future= best stock![Smart][Smart][Smart]The best positions!!!
avatarDarlene Lucy
02-04 10:49
$Amazon.com(AMZN)$ Considering how the day started and how it ended up I really canā€™t complain. The after hours upside gives off good vibes for tomorrowā€™s trading. Along with tariff suspension and some good earnings reports should hopefully make for a good week [Grin][Grin][Grin]
avatarShayBoloor
02-04 10:34

Trading Strategies: Investing Wisdom in AI!

Hello everyone! Today i want to share some trading strategies with you!1.Those calling $Palantir Technologies Inc.(PLTR)$ overvalued at $100 based on traditional metrics are the same ones who complained about its valuation at $20. Yes, itā€™s expensive by conventional standards -- but did you see them guide for 31% growth in FY25 when the Street expected 26%? AI is just getting started & while no one knows the ceiling, one thing is clear: PLTR will be the operating system powering it.Image2.To clarify, Iā€™m not saying $Snowflake(SNOW)$ deserves or will necessarily reach $615 in the near term. My point was to outline a realistic path for how that could happen if Snowflake cements itself as a Stage 2 AI wi
Trading Strategies: Investing Wisdom in AI!

Trading Ideas| How to Invest?

Hello everyone! Today i want to share some technical analysis with you!1.Today is a good day to remember this"Be fearful when others are greedy and greedy when others are fearful."-Warren Buffett $Berkshire Hathaway(BRK.B)$ 2.The market is flashing red but you log into your brokerage to find that youā€™re in the green šŸ¤”Image3.With the market being down so much today, it's a good day to buy some future income, $Schwab US Dividend Equity ETF(SCHD)$ $Vanguard Dividend Appreciation ETF(VIG)$ and $iShares Core Dividend Growth ETF(DGRO)$ all looking great. How much do you hold of any or all of these?Follow me to learn more about
Trading Ideas| How to Invest?

HOOD: NEWS& BULLISH

$Robinhood(HOOD)$ News.. Bullish šŸ“ˆRetail investment platform Robinhood Inc. (NASDAQ:HOOD) is diving into the world of event-driven trading, now offering its users the chance to speculate on the outcome of the upcoming Super Bowl.What Happened: Starting this week, Robinhood clients throughout the United States can access contracts through the Kalshi exchange, allowing them to place trades on which team will take home the championship trophy.This move indicates a broader strategy by Robinhood to incorporate real-world events into its trading options, expanding beyond traditional stocks and crypto.The company has publicly stated that it sees an opportunity to cater to the growing overlap between investor interest, news, sports and entertainment, Bloo
HOOD: NEWS& BULLISH
avatarMasterWU
02-04 09:55

.SPX: What's the Next Direction?

1. $NVIDIA(NVDA)$ dropped 25% from ATH, closed at the lowest level in 4 mons. With President Trump's "Trade War 2.0" quickly spills over to China, E.U., etc., will the AI-momentum that has propelled the high-tech stocks survive this round of shakeup & uncertainties?2.RIGHT AT THE LINE: (1) Do/Die for both camps, so there is no margin of error--in fact, the market dutifully parks the car right at the edge of cliff. (2) not convincing either direction, but two bearish features: one is < 6K, the other is the rebound is a zigzag corrective waveImage3.5992 zone: $.SPX(.SPX)$ (1) no margin of error here--for bulls, they have to defend this line--MA[50]+many confluence points; (2) if they lose it by the e
.SPX: What's the Next Direction?
avatarMarian Horace
02-03 16:48
$Alphabet(GOOG)$ 's earnings are coming up, and it's like watching a heavyweight fightā€”who will knock out the competition first? With AI innovations boosting its game and cloud demand soaring, GOOG might just be the dark horse of the market. [Smart][Smart][Smart]
avatarMarian Horace
02-03 16:44
$Broadcom(AVGO)$ is poised for a positive stock return next week, fueled by strong semiconductor demand in AI & data centers. Strategic positioning in 5G & IoT, along with solid financials, boosts investor confidence[Grin][Grin][Grin]Long bull market!!!
avatarThomas Flynn
02-03 16:32
$NVIDIA(NVDA)$ If you love for $113 you love it for $90If you love for $90 you love it for $75If you love for $75 you love it for $45If you love for $45 you love it for $20JUST BUY DIP AND SET TARGET.This is top 1 stock with low P/E and PEGWhat u thinkin for šŸ˜’
avatarThomas Flynn
02-03 16:29
$Oklo Inc.(OKLO)$ Hits a New All-Time High!It has broken out of its previous high, reaching new all-time high levels. Our gains have now surged to a MASSIVE 84% in just 11 trading sessions, and we are riding it risk-free.Most regular traders will enter now, as the stock breaks out. But a Champion Trader enters before the breakoutā€”thatā€™s what sets us apart.[Sly][Sly][Sly]