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.

avatarShayBoloor
02-23 15:43

GOOGL CLOUD HAS A RULE-OF-40 SCORE OF 78

1. $Alphabet(GOOGL)$ CLOUD HAS A RULE-OF-40 SCORE OF 78 Google spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI. Now those bets are converging into a full-stack AI platform of custom silicon (TPUs), data (BigQuery), models (Gemini), enterprise AI (Vertex) & global network infrastructure. No other company has all five at scale and it’s the only credible $NVIDIA(NVDA)$ alternative. Image 2. $NVIDIA(NVDA)$ is re-entering the laptop market this year by pushing CUDA onto AI PCs. Margins won’t look like data center but N
GOOGL CLOUD HAS A RULE-OF-40 SCORE OF 78
avatarJake_Wujastyk
02-23 15:25

CIFR, SHOP, SMCI, NVDA& SOFI Enjoy Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1. $SoFi Technologies Inc.(SOFI)$ Something just happened for the first time ever on this chart... Read Below! 1st Fun fact: The most consecutive red weekly candle closes in a row is five back in December of 2021. Price moved up 12.56% from the 5th red week's close to the local high within 2 weeks. 2nd Fun fact: There have been 6 different times in which price has had 4 red weekly candle closes 4 in a row. Here are the returns within 2 weeks from the 4th red weekly candle close to the high: July '21 (within 1 week): +9.40% March '22 (within 1 weeks): 17.08% May '22 (within 1 week): +17.16% Sept '22 (within 2 weeks): +15.85% March '25 (within 2 weeks): +15.16% December '25-Jan
CIFR, SHOP, SMCI, NVDA& SOFI Enjoy Great Upward Momentum!
avatarTrendSpider
02-23 10:09

IWM, NVDA, LMT, TLT& XLU Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $Utilities Select Sector SPDR Fund(XLU)$ pressing range highs as utilities go on breakout watch into next week. Image 2. $iShares 20+ Year Treasury Bond ETF(TLT)$ is breaking out just as Washington may have to refund up to $175B in tariff revenue. Image 3. $Lockheed Martin(LMT)$ There are few things Red and Blue politicians agree on, except funding trillions in defense spending. Image 4. Even the bears are bullish on $NVIDIA(NVDA)$ Street low: $215 (+13%) Median: $265 (+40%) Average: $268 (+41%) Street high: $352 (+85%) Image Trading at a $4.6T marke
IWM, NVDA, LMT, TLT& XLU Welcome Great Potential to Buy!
avatarShayBoloor
02-22 13:20

THE AGENTIC AI SECURITY CHEAT SHEET

The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead of the actual product. This is what the real security stack looks like: Identity & Access (who/what is allowed to act in production) • $Zscaler Inc.(ZS)$ controls agent access & traffic across apps + networks • $Okta Inc.(OKTA)$ manages identity & access for humans + machine agents Endpoint & Workload Security (what runs on machines) • $SentinelOne, Inc(S)$ protects the machines & workloads agents run on • $CrowdStrike Holdings, Inc.(CRWD)$ is the interactive respons
THE AGENTIC AI SECURITY CHEAT SHEET
avatarTrendSpider
02-22 12:47

BTC, MSFT, EWZ, EEM& UPS Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $Bitcoin(BTC.USD.CC)$ & $Hut 8 Mining Corp(HUT)$ HUT 8 Ran 200% without Bitcoin. Now add Bitcoin. Image 2. $Microsoft(MSFT)$ Analysts want $600. Insiders are buying the 200-week. Image 3. $iShares MSCI Brazil ETF(EWZ)$ Reminder: Druckenmiller is long Brazil as EWZ snaps a 14-year downtrend. Image 4. $iShares MSCI Emerging Markets ETF(EEM)$ The bigger the base... Image 5. $United Parcel Service Inc(UPS)$ has been delivering everything but shareholder returns
BTC, MSFT, EWZ, EEM& UPS Enjoy Great Potential to Buy!

MACRO DATA JUST DROPPED& AI NEWS

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOGL)$ trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVIDIA(NVDA)$ stack. That includes investing ~$100M in Fluidstack at ~$8B valuation & backing projects tied to $Leverage Shares 2X Long CIFR Daily ETF(CIFG)$ , $Hut 8 Mining Corp(HUT)$ & $TeraWulf Inc.(WULF)$ to drive TPU demand. Image 2. $CoreWeave, Inc.(CRWV)$ down ~12% after reports
MACRO DATA JUST DROPPED& AI NEWS

NFLX, TLT, SPY, SNDK& GOOG Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $Alphabet(GOOG)$ Double bottom in the making? Image 2. $SanDisk Corp.(SNDK)$ Insert David Goggins meme because this thing has no chill. Image 3. While some traders were trying to short the tariff news today... ORB traders went 3-for-3 on the indexes. $SPDR S&P 500 ETF Trust(SPY)$ +3R ✅ Image 4. $iShares 20+ Year Treasury Bond ETF(TLT)$ Peek-a-boo. Image 5. $Netflix(NFLX)$ Generational entry loading on NFLX? 🍿 Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up
NFLX, TLT, SPY, SNDK& GOOG Welcome Great Potential to Buy!

GOOG: What's the Next Step?

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOG)$ Cloud grew 48% last quarter with a $240B backlog and now we know why. Gemini 3.1 Pro just took the #1 spot across multiple agentic AI and coding benchmarks. Image 2. $AppLovin Corporation(APP)$ is planning to launch its own next-gen social media platform after its TikTok bid failed. Management says the goal is to build proprietary organic traffic on top of AppLovin’s ad tech reversing $Meta Platforms, Inc.(META)$ playbook of building traffic first and monetizing later. Image 3. $Amazon.com(AMZN)$ ($717B) just passed
GOOG: What's the Next Step?

HIMS, SOFI, ONDS, SPY& LPTH Enjoy Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you! 1. $LightPath(LPTH)$ Hard move up off the volume shelf this week. Image 2. $SPDR S&P 500 ETF Trust(SPY)$ The last 2.5 months of price action... Image 3. $Ondas Holdings Inc.(ONDS)$ Starting to move up off the shelf. Image 4. $SoFi Technologies Inc.(SOFI)$ This area has been good for 4-5% upside the last two weeks. Image 5. $Hims & Hers Health Inc.(HIMS)$ Over the last 14 days, price has closed red 13 of those. Crazy Image For SG users only, Welcome to open a CBA today and enjoy access to a trading lim
HIMS, SOFI, ONDS, SPY& LPTH Enjoy Great Potential Here!

LMT, DE, CRCL, ADBE& NVDA Welcome Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you!! 1. $NVIDIA(NVDA)$ Why fight dilution when you can delete it? Image 2. Look how they massacred my boy. $Adobe(ADBE)$ 40-year trendline shattered. Image 3. Welcome to the 2025 IPO graveyard. 🪦💐 $Circle Internet Corp.(CRCL)$ -80% $Figma(FIG)$ -82% $Klarna Group plc(KLAR)$ -76% $Bullish(BLSH)$ -73% Image 4. $Lockheed Martin(LMT)$ Congress loaded the base. Now geopolitical tensions heat up. Some things just make sense. Image 5. B
LMT, DE, CRCL, ADBE& NVDA Welcome Great Upward Momentum!

AI Chain: The Competition of Data Center

Hello everyone! Today i want to share some trading ideas with you! 1. India data center firm Yotta is building a $2B+ AI compute hub powered by $NVIDIA(NVDA)$ Blackwell Ultra under a $1B+ 4-year DGX Cloud deal. Another large-scale AI factory is coming online in APAC by August extending Nvidia’s platform footprint beyond U.S. hyperscalers. Image 2. What’s more, $NVIDIA(NVDA)$ CEO Jensen Huang says Nvidia is preparing new chips for GTC 2026 “the world has never seen before.” Signals Nvidia’s product cadence is still accelerating even as Blackwell and Rubin are just ramping. 3. At the same time, $Alphabet(GOOGL)$ is building new subsea fiber routes linking India wi
AI Chain: The Competition of Data Center

RKLB, DASH, FIG, CVNA& HIMS Enjoy Happy Time or Suffer a Lot?

Hello everyone! Today i want to share some technical analysis with you! 1. In the last 12 months: $Hims & Hers Health Inc.(HIMS)$ stock: -73% Insider sells: $168.7M Insider buys: $0 Where's the conviction? Image 2. $Invesco QQQ(QQQ)$ Weekly TTM Squeeze hasn't lasted this long since 2023. Ticking time bomb. Image 3. $Carvana Co.(CVNA)$ DRIVING STRAIGHT OFF A CLIFF Image 4. 🟢 $Figma(FIG)$ +17% EARNINGS RIPPER Image 5. $DoorDash, Inc.(DASH)$ It all makes sense now. Image 6. Aerospace & Defense was the theme pre-market. $Rocket Lab USA, I
RKLB, DASH, FIG, CVNA& HIMS Enjoy Happy Time or Suffer a Lot?

HERE’S TODAY’S FOX BUSINESS SEGMENT

Hello everyone! Today i want to share some trading ideas with you! 1. • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CrowdStrike Holdings, Inc.(CRWD)$ as the interaction layer for agents, $Rubrik Inc.(RBRK)$ as the “undo button” for agents & $Zscaler Inc.(ZS)$ as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $Snowflake(SNOW)$ , $MongoDB Inc
HERE’S TODAY’S FOX BUSINESS SEGMENT

NKE, NVDA, ULTA, WMT& ARKK Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1. $ARK Innovation ETF(ARKK)$ clean risk-on / risk-off gauge here. Reclaim the neckline → risk back on. Reject and roll over → risk back off. Image 2. $NVIDIA(NVDA)$ Tech leaders on the edge. 13 straight earnings beats on the line. Next week decides everything. Image 3. Not every ORB break is the same. Context is everything. $Wal-Mart(WMT)$ swept Friday’s high at the open, failed instantly, then lost the range. Liquidity grab → reversal → ORB breakdown. That’s when shorts press. Image 4. $ulta beauty(ULTA)$ Never underestimate the power of women and t
NKE, NVDA, ULTA, WMT& ARKK Welcome Great Potential to Buy!

AI Industry Chain

Hello everyone! Today i want to share some trading ideas with you! 1. $Meta Platforms, Inc.(META)$ , $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ & $Amazon.com(AMZN)$ are racing to own the AI infrastructure layer because whoever owns the compute owns the toll booth of the next digital economy. Build the platform first then let the ecosystem build on top and capture margin on every workload that runs through your stack. Image 2. $Advanced Micro Devices(AMD)$ partners with one of India’s largest IT services firms Tata Consultancy to deploy Helios rack-scale AI infrastructure. This is
AI Industry Chain

CRWV, ZETA, QXO, SLV& GLD Enjoy Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1. Looking launchy $SPDR Gold ETF(GLD)$ Image 2. $iShares Silver Trust(SLV)$ Volume shelf technically still valid here. Image 3. $QXO Inc(QXO)$ One of the stronger names in the market his year. Gap fills above at $59 Image 4. $Zeta Global Holdings Corp.(ZETA)$ Testing the diagonal trend zone going into mid February. Image 5. $CoreWeave, Inc.(CRWV)$ Actually stabilizing pretty well here. Volume gap above up to the $130 area. Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit
CRWV, ZETA, QXO, SLV& GLD Enjoy Upward Momentum!

NVDA, EWY, GME, AMZN& BTC Welcome Great Potential to Here!

Hello everyone! Today i want to share some technical analysis with you! 1. $Bitcoin(BTC.USD.CC)$ Trendline support meets horizontal demand. Decision time soon. Image 2. $Amazon.com(AMZN)$ Dot-com low trendline has entered the chat. Image 3. $GameStop(GME)$ What is Ryan Cohen cooking up on GME? 🍿 Image 4. $iShares MSCI South Korea ETF(EWY)$ The bull market in South Korea is alive and well. 🟢 EWY +175% from last April’s tariff-driven lows. Image 5. $NVIDIA(NVDA)$ into earnings 👀 This strategy buys 15 sessions before the report. Sells at the open on earnings day. Last 10 years:
NVDA, EWY, GME, AMZN& BTC Welcome Great Potential to Here!

CYBERSECURITY VALUE CHAIN

Hello everyone! Today i want to share some trading ideas with you!! Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security, AI does not replace the product since it expands the threat surface and creates more demand for the product. Remember that the bad guys also have LLMs too which is why the AI security stack matters: • $Zscaler Inc.(ZS)$ zero-trust access • $CrowdStrike Holdings, Inc.(CRWD)$ endpoint protection • $Fortinet(FTNT)$ network firewalls at scale • $Rubrik Inc.(RBRK)$ data res
CYBERSECURITY VALUE CHAIN

NKE, NVDA, NVO, .SPX& XOM Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you! 1. $Exxon Mobil(XOM)$ Weekly shooting star. Capitulation Finder firing. Highest RSI since 2011. If you’ve been riding XOM, proceed with caution. Image 2. $S&P 500(.SPX)$ The multi-year channel resistance lines up perfectly with SPX 7,000. Because, of course it does. Image 3. $Novo-Nordisk A/S(NVO)$ Earnings: 📈 Stock Price: 📉 Close the gap ASAP. Image 4. $NVIDIA(NVDA)$ stock goes vertical while valuations compress. The real bull market is built on moves like this. Image 5. $Nike(NKE)$ insiders stepping in ar
NKE, NVDA, NVO, .SPX& XOM Welcome Great Potential Here!

SPY, ONDS, OPEN, SPOT& GOOG Enjoy Great Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you! 1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Weekly MACD downside crosses have been a pretty good signal for bigger downside moves over the last couple years. Google has been definitely responsible for partially holding up the market. Image 2. $Spotify Technology S.A.(SPOT)$ Finally found potential support at the December 2022 pivot VWAP zone after almost a 50% drawdown. Image 3. $Opendoor Technologies Inc(OPEN)$ Interesting setup here. Image 4. $Ondas Holdings Inc.(ONDS)$ Coiled up MACD curls + volume shelf/volum
SPY, ONDS, OPEN, SPOT& GOOG Enjoy Great Upward Momentum Here!