AI Chains: What's the Next Stage?
Hello everyone! Today i want to share some AI trading ideas with you!
1
Jensen Huang says $NVIDIA(NVDA)$ invested $2B in $Marvell Technology(MRVL)$ because the TAM for networking and custom silicon is entering an inference boom.
Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric.
2
$Rocket Lab USA, Inc.(RKLB)$ Mars Telecommunications Orbiter is being built to keep future Mars missions connected.
It is the communications infrastructure meant to support the next phase of human exploration on the Red Planet.
3
$Tempus AI(TEM)$ says its ALERT trial met primary endpoint showing AI-driven alerts improved identification & treatment of heart valve disease.
Patients were 27% more likely to receive evaluation with valve procedures rising 40% within 90 days.
Perfect example of AI actually changing clinical behavior.
4
$APPLIED DIGITAL CORP(APLD)$ amended its $CoreWeave, Inc.(CRWV)$ data center leases by shifting parts of ELN-02 and ELN-03 to a CoreWeave subsidiary.
The revised structure adds unconditional parent guarantees from CoreWeave and a $50M letter of credit, improving the credit backing of those leases.
5
Crypto was the place to be since the U.S.-Iran war began:
• Ethereum +9%
• Bitcoin +4%
• S&P 500 -5%
• Gold -12%
6
$Nike(NKE)$ going through its largest drawdown in ~30 years.
The irony is brutal.. while Nike was telling the world to “Just Do It” while management spent years hesitating on product & watching the brand cede cultural relevance to Hoka & On Running which barely mattered a decade ago.
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