To The Moon

Hello everyone! Today i want to share some ai trading ideas with you! 1 Morgan Stanley says the AI trade is rotating away from the stocks that led the rally with indexes likely to stay pressured as the “momentum unwind” hits larger index names. The firm now favors $Microsoft(MSFT)$, $Amazon.com(AMZN)$ and $Meta Platforms, Inc.(META)$ over chipmakers arguing hyperscalers remain attractive AI plays because of their strong core businesses. 2 $Micron Technology(MU)$ and $Ford(F)$ signed a long-term memory and

Hello everyone! Today i want to share some ai trading ideas with you! 1 $SoFi Technologies Inc.(SOFI)$ took 11 years to reach its first 4M members and added nearly another 4M in the past year alone. Thats why the top 10 bank thesis still feels early since SoFi holds less than 15% of the deposit base of today's number 10 U.S. bank while building a one-stop financial platform with 30%+ member growth. The kicker is LPB (Loan Platform Business) which is the asset-light layer where SoFi earns a ~4.6% take rate on third-party originations with zero balance-sheet usage and zero credit risk. That creates a high margin, fee based lending revenue stream running at ~$12B annualized origination pace while SoFi still trades around 15x 2028 earn

$Meta Platforms, Inc.(META)$ building “Meta Compute” to sell surplus GPU capacity & compete with $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud • Whether the neocloud selloff is a re-rate or overreaction for $NEBIUS(NBIS)$, $IREN Ltd(IREN)$, $Cipher Mining Inc.(CIFR)$, $CoreWeave, Inc.(CRWV)$

Hello everyone! Today i want to share some trading ideas with you! 1 When $NVIDIA(NVDA)$ talks about a $20B CPU opportunity, you should immediately think $ARM Holdings(ARM)$ because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing. 2 $Pa

Hello everyone! Today i want to share some trading ideas with you! 1 $Ambarella(AMBA)$ up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras. Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible. 2 $Amazon.com(AMZN)$ plans to open a fully robotic logistics center in Poland in October 2026. The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe. 3 $Rocke

Hello everyone! Today i want to share some trading ideas with you! 1 $AeroVironment(AVAV)$ up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions Its Switchblade drones are low-cost strike systems built to launch, hit a target and be replaced making AeroVironment one of the clearest plays on modern drone warfare. 2 $Palantir Technologies Inc.(PLTR)$ and $NVIDIA(NVDA)$ are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies. Palantir gives mission-critical organizations the operating layer to securely deploy, cu

Hello everyone! Today i want to share some trading ideas with you! 1 Absolutely wild that $Micron Technology(MU)$, Samsung and SK Hynix went from losing money to generating a combined ~$775B in annual profit within five years. AI has turned memory into the bottleneck of bottlenecks with data center demand bidding up HBM, tightening DRAM supply and making memory the tax every AI workload has to pay. 2 $Amazon.com(AMZN)$ is on track to become the first company to cross $1 trillion in annual revenue by 2028. What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI

The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $Micron Technology(MU)$, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity |

Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at

1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of