It's really wild to see how one $Apple(AAPL)$ iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack: 1. $Taiwan Semiconductor Manufacturing(TSM)$ manufactures Apple's A19 Pro processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale. 2. $Broadcom(AVGO)$ supplies RF front end components and wireless charging technology (though Apple's new N1 chip displaced Broadcom as primary Wi-Fi & Bluetooth supplier this generation). 3. <

Hello everyone! Today i want to share some trading ideas with you! 1 IREN went from $9.7M per MW with Microsoft and $11.3M with Nvidia on 5 year terms to $20M+ on recent 3 year deals showing how aggressively shorter duration AI capacity is repricing. Annualized contract value across the AI infra stack • $IREN Ltd(IREN)$ ~$2.6B across $Microsoft(MSFT)$ + $NVIDIA(NVDA)$ • $NEBIUS(NBIS)$ ~$5.9B across $Microsoft(MSFT)$ + $Meta Platforms, Inc.(META)$

Hello everyone! Today i want to share some ai trading ideas with you! 1 $SpaceX(SPCX)$ just launched NASA’s $4B Roman Space Telescope aboard Falcon Heavy on a nearly 1M-mile journey to L2. Roman will map the universe at a scale Hubble never could as SpaceX continues scaling the launch infrastructure needed to support really ambitious missions. 2 10 WAYS TO INVEST IN HEALTHCARE AI • $GeneDx Holdings(WGS)$ uses exome & genome sequencing to diagnose rare diseases • $PROCEPT BioRobotics(PRCT)$ provides waterjet-based robotic systems for treating enlarged prostate •

Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $SpaceX(SPCX)$ is aiming for “30+ Starship launches/day in 2030” or roughly 10,000 launches a year. That would represent a completely different scale for spaceflight with Starship launching more than once an hour. 2 $SpaceX(SPCX)$ and $AST SpaceMobile, Inc.(ASTS)$ are reportedly eyeing ~$6B of 800 MHz spectrum that could strengthen their push into satellite direct-to-device service. The licenses cover nearly the entire U.S. population with preliminary bids due in early September and the FCC targeting a Nov. 5 completion. 3

Hello everyone！Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ is up nearly 30% because this quarter showed the AI compute shortage is translating into better pricing, faster paybacks, higher margins and better financing. Nebius now earns ~$25M per MW on normal contracts and up to $50M for immediate capacity while Q2 deals pay back in under two years and customers fund roughly half the capex upfront. That pricing power is already showing up in the market with its first capacity auction clearing 15% above prior $NVIDIA(NVDA)$ Blackwell pricing, AI cloud margins reaching 50% and management saying it could sell all of 2027 capacity today.

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Micron Technology(MU)$ is on pace to generate over $500B in profit over the next three years: • 2026: $98B (+904% YoY) • 2027: $198B (+102% YoY) • 2028: $207B (+4% YoY) The best part is there’s a real chance future memory demand ends up being driven by applications the industry isn’t even planning capacity around today. 2 $AST SpaceMobile, Inc.(ASTS)$ may ultimately be much more than a satellite phone network because the same physical architecture is already generating government radar revenue and attracting sovereign constellation funding. But the valuation still ultimately depends on the core broadband

AST uses BlueBird satellites in low Earth orbit to connect ordinary smartphones directly to broadband at speeds up to ~200 Mbps then routes that traffic through ground gateways back into the carrier’s existing network. That lets AST extend coverage for nearly 60 MNO partners covering 3B+ subscribers without requiring new phones, apps or billing while using the carriers’ spectrum and customer relationships. The model is essentially a wholesale revenue share so AST keeps 50% of subscription and day-pass revenue with estimates scaling from ~3M subscribers and ~300M of subscription revenue in 2027 to ~30M subscribers, ~$2B of subscription revenue by 2030. The technology is proven but the next phase is a lot of execution because reaching those estimates depends on launching enough BlueBirds, ad