NVDA: EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027
Hello everyone! Today i want to share some AI trading ideas with you!
1
$IREN Ltd(IREN)$ CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030.
With agentic AI token demand projected to rise 24x by 2030, the companies that already control land, power, interconnects & operations are sitting on infrastructure that money alone cannot replicate this decade.
2
SK Hynix just found a way to cool HBM memory from inside the package by cutting thermal resistance by 30% & paving the way for HBM5 stacking.
With SK Hynix already supplying a major share of next-gen HBM for $NVIDIA(NVDA)$ Rubin, this shows why memory is becoming a core AI performance.
3
The global profit pool is shifting toward AI compute, memory & the platforms scaling on top of both:
1. Nvidia ~$241B
2. Samsung ~$230B
3. SK Hynix ~$212B
4. $Alphabet(GOOGL)$ ~$187B
5. $Microsoft(MSFT)$ ~$174B
6. $Apple(AAPL)$ ~$162B
😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.
🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
Hot Merch Returns · Up to 43% Off
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Luca_Marino·05-26 14:58[Strong]1Report