To The Moon

Hello everyone! Today i want to share some ai trading ideas with you!

1

$Apple(AAPL)$ will reportedly use $Alphabet(GOOGL)$ Cloud's $NVIDIA(NVDA)$ Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model.

Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity.

2

$Amazon.com(AMZN)$ unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfillment bins without damaging products.

The robot can handle ~75% of Amazon’s item types and will begin deploying across the U.S. and Europe over the next couple of years.

3

$Palantir Technologies Inc.(PLTR)$ and $Alphabet(GOOGL)$ announced a strategic AI and data partnership connecting Palantir Foundry and AIP with Google BigQuery and Gemini.

Gemini gets closer to real enterprise workflows while Palantir gets broader distribution through Google Cloud.

4

$Broadcom(AVGO)$ has locked in some of the most important AI infrastructure customers on Earth across the next several years:

• $Alphabet(GOOGL)$ long-term deal to design and supply future TPU generations plus AI-rack networking through 2031

• $Meta Platforms, Inc.(META)$ initial MTIA commitment above 1GW with a multi-gigawatt roadmap through 2029

• Anthropic ~3.5GW of next-gen TPU-based compute starting 2027 (on top of ~1GW live in 2026)

Clear validation that custom silicon and networking will be massive layers of the AI economy.