To The Moon

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

$Palantir Technologies Inc.(PLTR)$ CEO Alex Karp says customers want control over their “compute, models, data stack & alpha” instead of handing their edge to frontier labs.

Enterprises don't just want token access but want ownership, security & AI systems that don't give away the value of their business.

3

$Palantir Technologies Inc.(PLTR)$ CEO Alex Karp says customers want control over their “compute, models, data stack & alpha” instead of handing their edge to frontier labs.

Enterprises don't just want token access but want ownership, security & AI systems that don't give away the value of their business.

4

$Oracle(ORCL)$ is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout without $Microsoft(MSFT)$, $Alphabet(GOOGL)$, $Amazon.com(AMZN)$ or $Meta Platforms, Inc.(META)$ level cash generation.

The upside is that OCI now has one of the largest AI backlogs in the market at ~$640B which gives Oracle a real shot at becoming the fourth major AI cloud platform if that demand converts into durable revenue.

If cloud growth stays above 50% and customer prepayments ease the funding burden then this selloff could eventually look like the painful capital cycle before the harvest phase.