To The Moon

💰Resilient stocks are those continuously adapt for growth and actually thrive.

💹 $Constellation Energy Corp(CEG)$ , $Celestica(CLS)$ , and $Equinix(EQIX)$ are among key players in the ever-evolving AI ecosystem.

📣Stay tuned and supercharge purchasing power with CashBoost!

| Market recap

On January 16, U.S. stock indices reversed course after initially being buoyed by bank earnings reports, ending slightly lower and failing to sustain the prior day's gains. $Apple(AAPL)$ fell 4%, $Tesla Motors(TSLA)$ dropped 3%, and $NVIDIA(NVDA)$ declined ~2%. $NASDAQ Golden Dragon China Index(HXC)$ rose 0.22%, with $DouYu(DOYU)$ up 27.66%, $XPeng Inc.(XPEV)$ increasing 6.28%, and $Kingsoft Cloud Holdings Ltd(KC)$ gaining 3.44%.

$Taiwan Semiconductor Manufacturing(TSM)$ ’s Q4 report brings good news for AI, briefly rising over 7% during trading, and eventually closing up around 4%, driving a rally in semiconductor stocks.

Congrats to our reader of this column, sharing his earnings after referencing past posts ( $Astera Labs, Inc.(ALAB)$ on Jan. 6 & $ServiceNow(NOW)$ on Dec. 23).

Headlines:

TikTok saga more entertianing than the Squid Game 2? You're not alone. Uncertainty surrounds the TikTok ban as the Biden administration announced it would not enforce the planned ban, which was set to take effect on January 19. Plus, TikTok CEO is alleged to attend Trump’s inauguration on Jan. 20. $Meta Platforms, Inc.(META)$ dips ~1% and $Snap Inc(SNAP)$ slumps ~5%, by the way.

Zoom in:

- Airline stocks mostly saw gains, with $American Airlines(AAL)$ up ~1.2%, $United Continental(UAL)$ rising ~3%, and $Delta Air Lines(DAL)$ climbing ~2%.

- Quantum computing stocks mostly rose, with $QUANTUM CORP(QMCO)$ up ~15%, $IONQ Inc.(IONQ)$ increasing ~6%, and $Rigetti Computing(RGTI)$ gaining ~3%.

- China A-share market, hype around Xiaohongshu-concept stocks cooled down for awhile, with $Foshan Yowant Technology Co.,Ltd.(002291)$ ’s gain shrinking to 4%. In Hong Kong, $SMIC(00981)$ closed up ~10%.

| Resilience: A Great Reset

The new macroeconomic environment is having a significant impact on stock investments. We believe investors should reassess the resilience of publicly listed companies.

Resilience is more than just the ability to recover quickly. In business, resilience means dealing with adversity and shocks while continuously adapting to foster growth. Truly resilient organizations don't just bounce back better; they actually thrive in challenging environments.

The rapid development of AI is profoundly reshaping the data center industry. Greater computing power is placing increasing pressure on existing power supply and cooling systems. The sharp rise in energy demand will require closer collaboration among chip manufacturers, infrastructure designers, and clients to build ecological partnerships.

| Choices For You

The rapid development of AI is profoundly reshaping the data center industry. Greater computing power is placing increasing pressure on existing power supply and cooling systems. The sharp rise in energy demand will require closer collaboration among chip manufacturers, infrastructure designers, and clients to build ecological partnerships.

CEG

$Constellation Energy Corp(CEG)$ is the largest nuclear power producer in the U.S. As the AI boom drives a surge in power demand, the company remains in high demand.

After a 25% increase in stock price last Friday, which set a new market cap high, the company's stock hit a new intraday high of $320 yesterday, ultimately closing up about 5%.

Nuclear power is reliable, clean, and highly compatible with AI data centers. Previously, the company signed the largest-ever power purchase agreement with $Microsoft(MSFT)$ and secured a $1 billion federal government order, locking in performance growth in advance.

CLS

$Celestica(CLS)$ helps global enterprises manufacture high-performance computing and networking equipment, especially in the AI and data center sectors.

The company's stock performance has been impressive. Over the past three years, Celestica's stock price has surged more than 850%, with a 285% return over the past year, and an 18% increase so far this year.

Continuous investments by Megacaps are expanding AI infrastructure, creating long-term growth potential for the company. Celestica is also forming strategic partnerships with key collaborators to increase its market share in HPS (Hardware Platform Solutions).

EQIX

$Equinix(EQIX)$ is a global leader in data center services.

Cloud computing giants like Microsoft and $Amazon.com(AMZN)$ do not typically build or manage their own data center infrastructure. Instead, they lease flexible rack space. Especially when cross-border connectivity is required, these companies rely on international interconnection service providers like Equinix.

Operating in 34 countries, Equinix has 268 data centers and provides facilities for major cloud providers such as AWS, Google, and Microsoft, supporting large-scale AI demand.

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