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.

avatarMarian Horace
01-25 17:10
Don't forget about $Alphabet(GOOG)$ imo one of best stocks and charts out there. A top 5 holding in my portfolio. Cup-with-handle. 14-day RSI only 64. Forward p/e 22. Need I say more?[Grin][Grin][Grin]Very Great upward momentum!Image
avatarMarian Horace
01-25 17:06
$Broadcom(AVGO)$ I like it here as an expression of these themes: 1) growing share of AI addressable market 2) gaining momentum while $NVDA slows down 3) early mover in CPO (co-packaged optical) networking, which will contribute in 2027 4) networking hardware gaining share of AI spending pie Trading on 31x 26e P/E, with a nice uptrend in earnings estimates supporting the multiple. Potential further estimate upside from rising share of ex-GOOGL customers' (META, Bytedance, Apple, OpenAI) AI spend.[Sly][Sly][Sly]
avatarThomas Flynn
01-25 17:04
$Microsoft(MSFT)$ earnings was very good. Only problem was that positioning was too bullish in the options market.$50B in buybacks. Stock shall be supported and perhaps upgraded soon by the Street[Smart][Smart][Smart]It is the main beneficiary of the recent announcements!!!
avatarThomas Flynn
01-25 16:41
$SUPER MICRO COMPUTER INC(SMCI)$ They can hold it down only so long. The squeeze is coming. A whole two months worth. I’ll take long and slow, or fast and quick. I’ll be a sniper in the night. 😎 Each one of these candles is 4 days. If you know these indicators, you can see it. Can you see it?[Happy][Happy][Happy]
avatarAbbott Cook(e)
01-25 16:37
$Apple(AAPL)$ As I understand it AAPL stock has split 5 times in its history. One of them was a 7 for 1 split. Thats insanely good. Just need another one here in the next few years. A 3 for 1 might be nice.[Smart][Smart][Smart]The split strategies will be nice for apple!!!
avatarAbbott Cook(e)
01-25 16:33
$Microsoft(MSFT)$ With its 4-star rating, we believe MSFT stock is undervalued compared with our long-term fair value estimate of $490 per share, which implies a fiscal 2025 enterprise value/sales multiple of 13 times and an adjusted price/earnings multiple of 38 times.[Miser][Miser][Miser]
avatarMarian Horace
01-24 20:41
$Alphabet(GOOG)$ AI Leadership 🧠:GOOG isn’t just riding the AI wave; they’re helping build it.- Launched Willow, new quantum computing chip, sparking a 5% stock rally.- Integrated Gemini AI chatbot into Google Search’s "AI mode."- Google Cloud($11.4B revenue) is becoming a key growth engine[Happy][Happy][Happy]
avatarMarian Horace
01-24 20:38
$Broadcom(AVGO)$ Stock recently broke out of triangle pattern and now retest top of it. Looking for calls tomorrow as long as $240 holds. watching $250 and $275 next level. Stock is strong on indicators. on high watch[Grin][Grin][Grin]
avatarThomas Flynn
01-24 20:28
$NVIDIA(NVDA)$ Expansion continued 🚀Dip got bought up again today and the BX remains in expansion 🟢Let's break down this setup and where I'm placing targets 👇🎯The long bull trend will never change!!!Buy it and you will never disappoint at it!!
avatarAbbott Cook(e)
01-24 20:22
$Apple(AAPL)$ is poised for a moderate stock price increase next week as strong sales growth and expanding services revenue boost investor sentiment.Positive product news could further enhance market confidence despite some economic uncertainties.[Strong][Strong][Strong]
avatarAbbott Cook(e)
01-24 20:16
$Microsoft(MSFT)$ reports Wednesday Jan 29. Limp reaction to a highly bullish AI backdrop inside of a relative strength downtrend is no bueno into earnings. Wouldn't be surprised to see the stock sell into earnings and then rally on "better than expected".[Shy][Shy][Shy]
avatarDarlene Lucy
01-24 19:05
$Amazon.com(AMZN)$ 's stock is set for a moderate rise as investors respond to its cloud innovations and environmental initiatives. While inflation and competition pose challenges, demand remains strong among socially responsible investors.[Sly][Sly][Sly]

Here are Some of the Key Beneficiaries of Projects like this

The $500B AI Infrastructure 'Stargate' initiative is just the start of what I expect will be a series of major investments under Trump's presidency -- here are some of the key beneficiaries of projects like this 🧐• $NVIDIA(NVDA)$ -- The Brain Driving AI Acceleration• $Tesla Motors(TSLA)$ -- The Visionary Powering AI with Sustainable Energy• $Oracle(ORCL)$ -- The Architect of Enterprise AI Solutions• $Broadcom(AVGO)$ -- The Engine Connecting AI Networks• $Advanced Micro Devices(AMD)$ -- The Challenger Fueling Versatile AI Compute• $Intel(INTC
Here are Some of the Key Beneficiaries of Projects like this

META, SPY, QQQ, BE& AVGO Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Broadcom(AVGO)$ stuck the landing today for a breakout retest...Lookin' juicy. 🥭Image2. $Bloom Energy Corp(BE)$ Bloom Energy?More like BOOM Energy 💥Image3. $Invesco QQQ(QQQ)$ Want a solid long-term investing strategy on QQQ?Just DCA when 25% or less of Nasdaq 100 stocks are below their 20-day SMA.Check out these entries:Image4. $SPDR S&P 500 ETF Trust(SPY)$ NEW ALL-TIME HIGH.We are back in price discovery mode, folks. Image5. $Meta Platforms, Inc.(META)$ This cup is full. 🍵 ImageFollow me to learn more ab
META, SPY, QQQ, BE& AVGO Welcome Great Potential Here!
$Amazon.com(AMZN)$ Amazon's stock is set for a positive shift as investors respond to its strategic role in the New Glenn launch, boosting confidence alongside Prime expansion and strong sales growth. Optimism prevails despite economic concerns! [Grin][Grin][Grin]
$Broadcom(AVGO)$ Broadcom's stock is set to rise as the market reacts positively to VMware's integration post-acquisition. Strong semiconductor demand, fueled by AI and cloud growth, boosts investor confidence despite some supply chain concerns.[Sly][Sly][Sly]
$SUPER MICRO COMPUTER INC(SMCI)$ is gearing up for a move with key milestones approaching. The company crossed an important compliance checkpoint, and if they couldn’t meet the Feb 25 deadline, they’d already be appealing.[Sly][Sly][Sly]Past actions show SMCI doesn’t wait until the last minute to announce delays — this is a strong indicator they’re on track. Buckle up for the next leg.[Smart][Smart][Smart]
$Apple(AAPL)$ is being used by institutions as a stabilizer for the market? It seems to act as an inverse to the $SPDR S&P 500 ETF Trust(SPY)$ how can we determine the true valuation of the company If Apple reports disappointing earnings, are they going buy back shares to pump the stock to stabilize the market[Great][Great][Great]

Why I Plan to Start a Position in $TEM Soon 🧐

$Tempus AI(TEM)$ Precision Medicine Leadership• Unmatched Data Scale: Tempus AI boasts over 50 petabytes of clinical & molecular data -- an unrivaled foundation in precision medicine.• Broad Adoption & Impact: Trusted by 50% of top U.S. cancer centers & processing 30K genomic tests monthly at a 98% accuracy rate -- Tempus has supported over 3M patients with personalized care.• Pharma Reliance: Over 80% of the world’s top 20 pharmaceutical companies depend on Tempus AI for breakthroughs in drug discovery, clinical trials & real-world evidence.AI-Driven Insights Beyond Oncology• Broader Applications: Tempus is actively involved in 200+ projects across cardiology & neurology -- significantly expanding its TAM. • Rare Disease Innova
Why I Plan to Start a Position in $TEM Soon 🧐

Stage 2 AI winners: PLTR, TSLA, SNOW& MDB

1.AI’s current focus on infrastructure, highlighted by the $500B Stargate initiative, is essential groundwork. However, the true crown jewel of this era lies in software applications where AI meets permanence.Stage 2 AI winners: $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ , $Snowflake(SNOW)$ , $MongoDB Inc.(MDB)$ , $Cloudflare, Inc.(NET)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Datadog(DDOG)$ Image2.I'm receiving a ton of questions from subscribers about why
Stage 2 AI winners: PLTR, TSLA, SNOW& MDB