Hello everyone! Today i want to share some trading ideas with you!1.Here is what Cathie doesn't understand about $Tesla Motors(TSLA)$ :Even if Tesla achieves high-margin recurring revenue for its robo-taxi technology, everybody else will be there in a few years.We are not looking at a winner-take-all market here.Autonomy will be a perk to which you can subscribe in almost all cars, so it won't be the definitive advantage for TSLA over other brands. So, the auto industry will remain competitive.The same will happen with robots.Optimus will be great, but companies like Figure and Unitree are also not that far behind.This is the problem with TSLA.It doesn't have a core winner-take-all market unlike other tech giants such as

1. $ASML Holding NV(ASML)$ sits at the choke point TSMC just confirmed with rising EUV intensity keeping wafer supply constrained into 2028–292. $NVIDIA(NVDA)$ benefits from a true allocation economy where scarce advanced wafers sustain GPU pricing power & margins3. $Amkor Technology(AMKR)$ sits at the next bottleneck after wafers where advanced packaging turns scarce silicon into deployable AI systems4. $Applied Materials(AMAT)$ monetizes rising process intensity as hot fabs & advanced nodes drive more steps per wafer.5. $Advanced Micro Devices(AMD)$ gains from the same

$Alphabet(GOOG)$ • AI chips designs TPUs to keep AI compute cheap & controllable as inference becomes a margin business• Robotics invests in embodied AI through Apptronik to automate physical work once software automation saturates• Drones owns Wing to remove labor & time costs from last-mile logistics as commerce moves toward instant fulfillment• Space holds exposure to launch, satellite connectivity & Earth data via $AST SpaceMobile, Inc.(ASTS)$ , $Planet Labs Pbc(PL)$ & SpaceX• Autonomy operates Waymo to replace human labor with software in in transportation which is one of the largest cost centers in the economy• AI models builds Gemini & ad

1. $AST SpaceMobile, Inc.(ASTS)$ 1. Distribution is already solvedAST doesn’t need to acquire users since they come through carriers like $AT&T Inc(T)$ , $Verizon(VZ)$ , Vodafone, Rakuten and others. That’s billions of subscribers already embedded in the system so focusing on retail signups is the wrong metric when the carriers already own the customer relationship. 2. Coverage Is the ProductAST makes money by filling coverage gaps that networks can’t reach like roaming uplift, emergency access, etc. There is no hardware to subsidize, no dishes to ship and no consumer marketing funnel to fund so applying a consumer telecom playbook here leads to the wrong conclusi

Hello everyone! Today i want to share some trading ideas with you!1.I have just finished watching the full 15-minute clip of $NVIDIA(NVDA)$ CEO Jensen Huang introducing Alpamayo.It's clear that robotaxis will be commoditized sooner than we think, and $Uber(UBER)$ will emerge as the biggest winner from autonomy.Imagine how quickly and cheaply UBER can deploy robotaxis across the world, as all the manufacturers rapidly integrate Alpamayo-based autonomy.While individual competitors are trying to expand region by region, $UBER will already have robotaxi fleets across the world working 24/7 for a fraction of the cost of human drivers.Couldn't be more bullish on UBER.2.Robotics is becoming mainstream, and

Hello everyone! Today i want to share some trading ideas with you!Jensen Huang says the big bottleneck in AI is not hardware anymore, it’s energy.Here is how I would build a 10-stock AI power portfolio to capitalize on the coming energy boom:1. $Dominion Resources(D)$ : The dominant power provider to "Data Center Alley" in Northern Virginia. Data centers now account for more than a quarter of its electricity sales in Virginia, with demand expected to double over the next 15 years.2. $Xcel Energy(XEL)$ Xcel operates one of the nation's largest wind portfolios — over 11,000 MW — delivering clean power across eight Western and Midwestern states. It benefits from Denver's emerging data center market, with over 5.