AI Industry Chain: TSM, RKLB& GOOGL

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

1

$Taiwan Semiconductor Manufacturing(TSM)$ just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy.

The first phase was about GPU but the next phase is about the full stack around them as the bottlenecks shift into foundry, packaging, memory, CPUs, networking & power.

2

$Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said Neutron is key to scaling payload capacity & lowering launch costs as Rocket Lab pushes deeper into orbital infrastructure.

It’s all part of Rocket Lab’s plan to become a vertically integrated space platform which is why Beck joked that “world domination” is part of the thesis.

3

$Alphabet(GOOGL)$ is rolling out a new Gemini image feature that uses Personal Intelligence to create more tailored images with less prompting.

U.S. subscribers can also connect Google Photos so Gemini can personalize images using photos of them and their loved ones.

Follow me to learn more about analysis!!

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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Today i want to share some trading ideas with you!</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">1</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy.</p>\n<p style=\"text-align: left;\">The first phase was about GPU but the next phase is about the full stack around them as the bottlenecks shift into foundry, packaging, memory, CPUs, networking &amp; power.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">2</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"RKLB\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Rocket Lab USA, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> CEO Peter Beck said Neutron is key to scaling payload capacity &amp; lowering launch costs as Rocket Lab pushes deeper into orbital infrastructure.</p>\n<p style=\"text-align: left;\">It’s all part of Rocket Lab’s plan to become a vertically integrated space platform which is why Beck joked that “world domination” is part of the thesis.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">3</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> is rolling out a new Gemini image feature that uses Personal Intelligence to create more tailored images with less prompting.</p>\n<p style=\"text-align: left;\">U.S. subscribers can also connect Google Photos so Gemini can personalize images using photos of them and their loved ones.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\"><em>Follow me to learn more about analysis!!</em></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">Hello everyone! Today i want to share some trading ideas with you!</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">1</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy.</p>\n<p style=\"text-align: left;\">The first phase was about GPU but the next phase is about the full stack around them as the bottlenecks shift into foundry, packaging, memory, CPUs, networking &amp; power.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">2</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"RKLB\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Rocket Lab USA, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> CEO Peter Beck said Neutron is key to scaling payload capacity &amp; lowering launch costs as Rocket Lab pushes deeper into orbital infrastructure.</p>\n<p style=\"text-align: left;\">It’s all part of Rocket Lab’s plan to become a vertically integrated space platform which is why Beck joked that “world domination” is part of the thesis.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">3</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> is rolling out a new Gemini image feature that uses Personal Intelligence to create more tailored images with less prompting.</p>\n<p style=\"text-align: left;\">U.S. subscribers can also connect Google Photos so Gemini can personalize images using photos of them and their loved ones.</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\"><em>Follow me to learn more about analysis!!</em></p></body></html>","text":"Hello everyone! 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