AI Trading Ideas: IBM, AAPL, PLTR& AEHR
Hello everyone! Today i want to share some ai trading ideas with you!
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Q4 EARNINGS
• Revenue: $19M vs. Est. $19M
• EPS: $0.11 vs. Est. ($0.01)
• Bookings: $61M
• Backlog: $100M
FY27 Guidance
• Revenue: $140M vs. Est. $85M (+180% YoY)
Silicon photonics now has two customers including a new global networking leader forecasting additional systems as optical I/O ramps across AI data centers.
Received $8M in new silicon carbide WaferPak orders over the past month including a direct order from a top-three global automaker.
Its hyperscale Sonoma customer also placed record follow-on orders and is expanding to a second device with twice the power per package.
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$IBM(IBM)$ is having its worst day in nearly six decades after its CEO said customers redirected quarterly spending toward servers, storage and memory to secure supply-constrained infrastructure ahead of expected price increases.
That comment is huge because it provides one of the clearest real-world examples yet of the AI infrastructure buildout reshaping enterprise technology budgets.
Demand for compute, memory, networking, power, cooling and skilled labor is becoming so large that companies are being forced to reallocate capital across the rest of their businesses.
3
$Apple(AAPL)$ is evaluating PrismML technology that can compress powerful AI models enough to run directly on an iPhone.
The breakthrough could make on-device AI faster, more private and less reliant on costly cloud infrastructure.
4
Chamath says $Palantir Technologies Inc.(PLTR)$ CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the few AI leaders willing to tell the truth.
Palantir builds for the real world by helping customers turn AI into measurable outcomes rather than hypothetical promises.
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