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2025-10-20

$Datavault AI Inc.(DVLT)$ https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin]

2025-10-23

$SEALSQ Corp(LAES)$ $15 - 20

2025-10-31

$Draganfly Inc(DPRO)$ FCC clears path to retroactively ban DJI drones in the US https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/

06-02

Check $PATH

Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck

01-05

$SEALSQ Corp(LAES)$

01-13

$SEALSQ Corp(LAES)$

01-13

$SEALSQ Corp(LAES)$

01-13

$Draganfly Inc(DPRO)$ $40

2025-10-27

$Draganfly Inc(DPRO)$

2025-10-21

$Datavault AI Inc.(DVLT)$

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shock","text":"Gpt the company history..you will be shock","html":"Gpt the company history..you will be shock"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":489874338566432,"gmtCreate":1760621617776,"gmtModify":1760621716840,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a>&nbsp; 🤑🤑🤑🤑🤑","listText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a>&nbsp; 🤑🤑🤑🤑🤑","text":"$Creative Realities, Inc.(CREX)$ 🤑🤑🤑🤑🤑","images":[{"img":"https://community-static.tradeup.com/news/061e5c7a2584d6bf5d91f65949a1e18d","width":"1039","height":"742"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489874338566432","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489871522930776,"gmtCreate":1760620814793,"gmtModify":1760621528338,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VERI\">$Veritone Inc.(VERI)$&nbsp;</a>&nbsp; 😭😭😭😭😭😭","listText":"<a href=\"https://ttm.financial/S/VERI\">$Veritone Inc.(VERI)$&nbsp;</a>&nbsp; 😭😭😭😭😭😭","text":"$Veritone Inc.(VERI)$ 😭😭😭😭😭😭","images":[{"img":"https://community-static.tradeup.com/news/f15d919b3a2090bbe4735c1e4784c356","width":"1080","height":"958"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489871522930776","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489866385953336,"gmtCreate":1760619686026,"gmtModify":1760620614537,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a>&nbsp; 🤑🤑🤑🤑🤑🤑","listText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a>&nbsp; 🤑🤑🤑🤑🤑🤑","text":"$Creative Realities, Inc.(CREX)$ 🤑🤑🤑🤑🤑🤑","images":[{"img":"https://community-static.tradeup.com/news/146867347449bb5e1b299e22aeeea753","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489866385953336","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489672135283344,"gmtCreate":1760572145188,"gmtModify":1760577066285,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/YMAG\">$YieldMax Magnificent 7 Fund of Option Income ETF(YMAG)$ </a> total stocks keep going up they selling open market , this will crash like ULTY","listText":"<a href=\"https://ttm.financial/S/YMAG\">$YieldMax Magnificent 7 Fund of Option Income ETF(YMAG)$ </a> total stocks keep going up they selling open market , this will crash like ULTY","text":"$YieldMax Magnificent 7 Fund of Option Income ETF(YMAG)$ total stocks keep going up they selling open market , this will crash like ULTY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489672135283344","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":491295248364312,"gmtCreate":1760967771988,"gmtModify":1760968038603,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a>&nbsp; https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault&nbsp;[Allin]&nbsp;&nbsp;[Allin]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a>&nbsp; https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault&nbsp;[Allin]&nbsp;&nbsp;[Allin]&nbsp;&nbsp;","text":"$Datavault AI Inc.(DVLT)$ https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/491295248364312","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4222896921603512","authorId":"4222896921603512","name":"Avier Ng","avatar":"https://community-static.tradeup.com/news/f05b53db9e6830fb0f29bd4f181801c8","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4222896921603512","idStr":"4222896921603512"},"content":"Gpt the company history..you will be shock","text":"Gpt the company history..you will be shock","html":"Gpt the company history..you will be shock"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492177030824200,"gmtCreate":1761183054056,"gmtModify":1761183057126,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp; $15 - 20","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp; $15 - 20","text":"$SEALSQ Corp(LAES)$ $15 - 20","images":[{"img":"https://community-static.tradeup.com/news/7b87f68c21c545d38770416de0c86194","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492177030824200","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494909151928904,"gmtCreate":1761858236447,"gmtModify":1761861475211,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp; FCC clears path to retroactively ban DJI drones in the US&nbsp; https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/","listText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp; FCC clears path to retroactively ban DJI drones in the US&nbsp; https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/","text":"$Draganfly Inc(DPRO)$ FCC clears path to retroactively ban DJI drones in the US https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494909151928904","isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570568736986256,"gmtCreate":1780330827035,"gmtModify":1780330829907,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"Check $PATH","listText":"Check $PATH","text":"Check $PATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570568736986256","repostId":"2640932532","repostType":2,"repost":{"id":"2640932532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780306927,"share":"https://ttm.financial/m/news/2640932532?lang=en_US&edition=fundamental","pubTime":"2026-06-01 17:42","market":"us","language":"en","title":"Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck","url":"https://stock-news.laohu8.com/highlight/detail?id=2640932532","media":"Dow Jones","summary":"The artificial intelligence bottleneck is the most important theme in the stock market, right now.That's the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.The bottleneck theme includes just a handful of companies with \"the scale, expertise, and access to supply the critical components that keep the AI economy running,\" they added.Supply constraints are most acute in high-bandwidth memory chips, dominated by SK Hynix, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.\"These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.\". All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has","content":"<html><head></head><body><p style=\"text-align: left;\">The artificial intelligence bottleneck is the most important theme in the stock market, right now.</p><p style=\"text-align: left;\">That&#39;s the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.</p><p style=\"text-align: left;\">The bottleneck theme includes just a handful of companies with &#34;the scale, expertise, and access to supply the critical components that keep the AI economy running,&#34; they added.</p><p style=\"text-align: left;\">Supply constraints are most acute in high-bandwidth memory chips, dominated by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.</p><p style=\"text-align: left;\">&#34;These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.&#34;</p><p style=\"text-align: left;\">All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.</p><p style=\"text-align: left;\">But the cohort could be in for even more gains if the supply shortages persist.</p><p style=\"text-align: left;\">&#34;Investors are shifting focus from capex spenders to firms that control these bottlenecks,&#34; the analysts added. &#34;In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron and 6 Other Stocks Set to Win Big From the AI Bottleneck\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-01 17:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The artificial intelligence bottleneck is the most important theme in the stock market, right now.</p><p style=\"text-align: left;\">That&#39;s the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.</p><p style=\"text-align: left;\">The bottleneck theme includes just a handful of companies with &#34;the scale, expertise, and access to supply the critical components that keep the AI economy running,&#34; they added.</p><p style=\"text-align: left;\">Supply constraints are most acute in high-bandwidth memory chips, dominated by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.</p><p style=\"text-align: left;\">&#34;These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.&#34;</p><p style=\"text-align: left;\">All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.</p><p style=\"text-align: left;\">But the cohort could be in for even more gains if the supply shortages persist.</p><p style=\"text-align: left;\">&#34;Investors are shifting focus from capex spenders to firms that control these bottlenecks,&#34; the analysts added. &#34;In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1620156213.USD":"BNP PARIBAS AQUA \"C\" (USD) INC","BK4566":"资本集团","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1620156130.USD":"BNP PARIBAS AQUA \"C\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.The bottleneck theme includes just a handful of companies with \"the scale, expertise, and access to supply the critical components that keep the AI economy running,\" they added.Supply constraints are most acute in high-bandwidth memory chips, dominated by SK Hynix, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.\"These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.\"All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.But the cohort could be in for even more gains if the supply shortages persist.\"Investors are shifting focus from capex spenders to firms that control these bottlenecks,\" the analysts added. \"In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.\"","news_type":1,"symbols_score_info":{"AVGX":0.6,"MUU":0.6,"AVGG":0.6,"COHR":1.87,"COHX":0.6,"MUD":0.6,"VRTL":0.6,"AVS":0.6,"MU":1.95,"MULL":0.6,"AVGW":0.6,"AVGO":1.88,"VRT":1.87,"AVGU":0.6,"AVL":0.6}},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518372607549536,"gmtCreate":1767578804000,"gmtModify":1767578806672,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp;","text":"$SEALSQ Corp(LAES)$","images":[{"img":"https://community-static.tradeup.com/news/a8d6e6386818133ebd7fa0c78faa7bad","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518372607549536","isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":521309219284232,"gmtCreate":1768312093638,"gmtModify":1768312095401,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$SEALSQ Corp(LAES)$","images":[{"img":"https://community-static.tradeup.com/news/896c216b284f3f24f8e27d30e1ecc8c6","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521309219284232","isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":521309331403248,"gmtCreate":1768312075391,"gmtModify":1768312077869,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp;","text":"$SEALSQ Corp(LAES)$","images":[{"img":"https://community-static.tradeup.com/news/896c216b284f3f24f8e27d30e1ecc8c6","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521309331403248","isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":521171697628496,"gmtCreate":1768267516251,"gmtModify":1768267519123,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp; $40","listText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp; $40","text":"$Draganfly Inc(DPRO)$ $40","images":[{"img":"https://community-static.tradeup.com/news/bbded7f339466291e290c20d79837434","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521171697628496","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":493771014841272,"gmtCreate":1761572208125,"gmtModify":1761572210796,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp;","text":"$Draganfly Inc(DPRO)$","images":[{"img":"https://community-static.tradeup.com/news/94771bb00e40bb33c1a3e50c1e6a4186","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493771014841272","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491451645690008,"gmtCreate":1761005871523,"gmtModify":1761005874249,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a>&nbsp;","text":"$Datavault AI Inc.(DVLT)$","images":[{"img":"https://community-static.tradeup.com/news/754ab0099be4e44a272ca452ff29945e","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/491451645690008","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}