Hello everyone! Today i want to share some trading ideas with you! 1. $Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform. Image 2. $Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. Image 3 $Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pac

Hello everyone! Today i want to share some trading ideas with you! 1. My top 2026 rerating pick is working out exactly as expected. I’ve been pounding the table on $DOCN since the $20s when the market mispriced it as as AWS-lite business at ~10x EBITDA. When in reality, it’s a picks-and-shovels winner of Agentic AI that's monetizing long-tail workloads that don’t want $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure or $Alphabet(GOOGL)$ Cloud pricing or complexity. This is what conviction looks like when you put in the work before the narrative catches up to the price. 2. $Rocket Lab USA, Inc.(RKLB)$ just crossed a $2B b

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Palantir Technologies Inc.(PLTR)$ partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding. The rollout uses Foundry and AIP to accelerate submarine production and modernize the maritime industrial base across 100+ suppliers. Image 2. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Rob

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Robin expands its upside into optical. Image

Hello everyone! Today i want to share some Strategies or coordination from AI giants with you! 1. $NEBIUS(NBIS)$ is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout. NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $Meta Platforms, Inc.(META)$ & $2B investment from $NVIDIA(NVDA)$ ). The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract that nearly matches its market cap and 2026 capex is now fully funded. Not bearish. Image

Hello everyone! Today i want to share the BLUEPRINT for NVDA! Here are the details below. 1 Jensen Huang says $NVIDIA(NVDA)$ spent 20 years building a global CUDA ecosystem now running on hundreds of millions of GPUs. He notes Nvidia is embedded across every major cloud, computer company and nearly every industry. 2 $Intel(INTC)$ says its Xeon 6 processors will power NVDA DGX Rubin NVL8 systems. The chips will serve as the CPU layer supporting Nvidia’s next-generation AI infrastructure. 3 $NVIDIA(NVDA)$Vera Rubin NVL72 is the most powerful AI system Nvidia has ever built. The platform targets a 10x reduction in infe

The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every company tied to human workflows, RPO growth is the clearest signal separating the survivors from the casualties. • $Palantir Technologies Inc.(PLTR)$ trading at ~84x RPO growing 143% • $Cloudflare, Inc.(NET)$ trading at ~30x RPO growing 48% • $MongoDB Inc.(MDB)$ trading at ~13x RPO growing 97% • $CrowdStrike Holdings, Inc.(CRWD)$ trading at ~12x RPO growing 38% •

Co-Packaged Optics could have its $NVIDIA(NVDA)$ GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve. CPO helps address that by bringing optics closer to the chip, improving speed & efficiency as AI clusters scale. The supply chain behind it looks like this: • $Corning(GLW)$ the glass & fiber backbone the entire optical stack runs through • $Credo Technology Group Holding Ltd(CRDO)$ , $Broadcom(AVGO)$ , $Marvell Technology(MRVL)$ the DSP chips that process & clean high-speed signals •

Hello everyone! Today i want to share some AI trading ideas with you! 1 $Ondas Holdings Inc.(ONDS)$ is acquiring BIRD Aerosystems to expand into airborne missile protection & strengthen its defense platform with proven ISR + countermeasure systems. BIRD’s technology is already deployed on 700+ aircraft across 40+ platforms including with the U.S. Army, NATO & UN fleets. 2 $Meta Platforms, Inc.(META)$ plans to deploy four new generations of MTIA chips over the next two years showing it sees custom silicon as critical for scaling ranking, recommendations & GenAI workloads more efficiently. What stands out is that Meta is building for both ad-driven ranking & G

1. $Oracle(ORCL)$ Q3 EARNINGS • Revenue $17.2B vs Est. $16.9B • EPS $1.79 vs Est. $1.69 • Operating Income $7.4B vs Est. $7.2B • RPO: $553B (+325% YoY) FY27 Guidance • Revenue $90B vs Est. $86B Image 2. RPO growth is absolutely wild. Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming. Image 3. ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving & with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online. At the same time, Oracle is using AI internally to make its SaaS business cheaper to build, faster to ship & harder to co

1. $NVIDIA(NVDA)$ CEO Jensen Huang said AI is a five-layer cake: 1. Energy is the fuel that makes everything else possible 2. Chips are the engine of the entire economy 3. Infrastructure is the factory layer where intelligence is manufactured at scale across data centers + networks 4. Models are the intelligence layer where compute gets turned into decision-making 5. Applications are where AI meets the real world & where the value of this entire buildout is ultimately proven So why is NVDA letting NemoClaw run on any chip? Because Jensen is no longer trying to win only at the silicon layer against $Advanced Micro Devices(AMD)$ , $Alphabet(GOOGL)$ TPUs or

Hello everyone! Today i want to share some AI trading ideas with you! 1. It’s been over a decade since $Microsoft(MSFT)$ broke its 200-week EMA which now aligns with the anchored VWAP from the Oct 2022 bear-market bottom around the $385–$390 range. Big level the stock needs to defend. Image 2. OpenAI reportedly backed away from Abilene expansion because it wants separate facilities purpose-built around $NVIDIA(NVDA)$ upcoming Vera Rubin chips instead of scaling further with $Oracle(ORCL)$ . Oracle then stepped aside while Nvidia put down a $150M deposit & began early talks with $Meta Platforms, Inc.(META)$ . Image 3.

Oil is approaching $110, the $Cboe Volatility Index(VIX)$ might hit 40 and futures are getting destroyed as people de-risk into a macro shock of inflation, geopolitics and slowing growth. Every bear account on FinTwit is having the weekend of their life but moments like this are exactly how markets transfer wealth from the impatient to the patient. This type of macro fear does not discriminate between the companies with real problems and the companies with generational tailwinds. It sells everything in the same motion and that is the OPPORTUNITY. So the question I’m asking myself heading into this week isn’t “how bad does it get?” It’s one question: did the AI demand thesis just break? And I’ve seen zero evidence of that. Image President Trump says

Hello everyone! Today i want to share some trading ideas with you! 1. A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers. When that happens, the market will start repricing the entire ecosystem around it including launch, LEO connectivity & orbital infrastructure. Current backlog across the ecosystem: • $Rocket Lab USA, Inc.(RKLB)$ ~$1.9B • $Firefly Aerospace Inc.(FLY)$ ~$1.4B • $AST SpaceMobile, Inc.(ASTS)$ ~$1.2B • $Planet Labs Pbc(PL)$ ~$735M • $Redwire Corp.(RDW)$ ~$411M •

1. $NVIDIA(NVDA)$ is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics Atlas train in Nvidia’s Isaac Sim virtual environment before ever taking a real step. 2. $Tesla Motors(TSLA)$ is the only company attempting humanoid robots at manufacturing scale with 1,000+ Optimus units already operating in factories & a long-term ~$25K target price. 3. $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ & $Baidu(BIDU)$ provide the foundation models that give rob

Hello everyone! Today i want to share some AI giants’ strategies during the turmoil. 1. $NVIDIA(NVDA)$ CEO Jensen Huang says OpenClaw could be the most important software release ever surpassing Linux adoption in just three weeks to become the most downloaded open-source project in history. He also described the coming AI “token economy” where companies run AI factories producing tokens as digital labor for the global IT industry. Image 2. $NEBIUS(NBIS)$ CRO said demand for AI infrastructure is far exceeding supply allowing company to prioritize high-value customers & shift toward longer-term contracts He added ASPs rose ~50%, year-long contracts doubled & customers now paying up to 100% upfront t

Hello everyone! Today i want to share some trading ideas with you! 1. $NEBIUS(NBIS)$ secured approval from Independence, Missouri to build its first U.S. gigawatt-scale AI factory with up to 1.2GW of capacity. The ~400-acre campus is expected to create 1,200 construction jobs, 130 permanent roles and generate $650M+ in local tax payments over 20 years. Image 2. Absolutely wild to see the South Korean stock market KOSPI trigger back-to-back circuit breakers, yet people are wildly over-correlating it to U.S. markets. This is largely about South Korea’s heavy exposure to LNG imports while Qatar’s output remains suspended but it has nothing to do with memory demand: • SK Hynix and Samsung are sold out through 2026 • Memory prices are rising 40%+ this

1. This is exactly what I mean when I say Zuck shouldn’t try to build his own chips. Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving: • Supply security (not dependent on any single vendor's fab capacity) • Cost leverage (vendors compete on price when real alternatives exist) • Architectural flexibility (training, inference & custom workloads matched to the right silicon) Why internalize the risk when you can externalize the competition? Image 2.