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.

avatarMarian Horace
02-03 16:48
$Alphabet(GOOG)$ 's earnings are coming up, and it's like watching a heavyweight fight—who will knock out the competition first? With AI innovations boosting its game and cloud demand soaring, GOOG might just be the dark horse of the market. [Smart][Smart][Smart]
avatarMarian Horace
02-03 16:44
$Broadcom(AVGO)$ is poised for a positive stock return next week, fueled by strong semiconductor demand in AI & data centers. Strategic positioning in 5G & IoT, along with solid financials, boosts investor confidence[Grin][Grin][Grin]Long bull market!!!
avatarThomas Flynn
02-03 16:32
$NVIDIA(NVDA)$ If you love for $113 you love it for $90If you love for $90 you love it for $75If you love for $75 you love it for $45If you love for $45 you love it for $20JUST BUY DIP AND SET TARGET.This is top 1 stock with low P/E and PEGWhat u thinkin for 😒
avatarThomas Flynn
02-03 16:29
$Oklo Inc.(OKLO)$ Hits a New All-Time High!It has broken out of its previous high, reaching new all-time high levels. Our gains have now surged to a MASSIVE 84% in just 11 trading sessions, and we are riding it risk-free.Most regular traders will enter now, as the stock breaks out. But a Champion Trader enters before the breakout—that’s what sets us apart.[Sly][Sly][Sly]
avatarAbbott Cook(e)
02-03 16:24
$Apple(AAPL)$ -Analysis: Apple's stock has a bullish sentiment with 25 technical indicators signaling positive trends. The forecast predicts a slight decrease, but long-term predictions are optimistic. - Recommendation: Buy.[Miser][Miser][Miser]To buy in the dip!!!
avatarAbbott Cook(e)
02-03 16:17
$Microsoft(MSFT)$ DeepSeek's rise challenges Silicon Valley, leading to tech stock declines. It doesn’t matter….Sylvia Jablonski advises investors to strategically buy during dips, highlighting Microsoft as a leader and urging interest in emerging quantum stocks for future AI potential.[Happy][Happy][Happy]
avatarDarlene Lucy
02-03 11:55
$Amazon.com(AMZN)$ 8 Week Cup & Handle, Good relative strenght, Stock ADR% compare to S&P 500 - 2X. Waiting for Breakout![Sly][Sly][Sly]It is my favorite MAG7 stock. I honestly think they’ll be the biggest company in the world one day. They always try to do everything in house while continuing to open doors to different sectors
avatarShayBoloor
02-03 11:32

DeepSeek’s Playbook Aftermath on the Semiconductor Value Chain

DeepSeek’s Playbook Aftermath on the Semiconductor Value ChainAll equipment manufacturing companies wouldn’t be uniformly hurt by DeepSeek’s principles, but the impact would vary depending on their position in the value chain and how well they adapt to a more cost-conscious, constraint-driven, and open ecosystem.Why Some Equipment Manufacturers May Be Hurt1. Cost Pressure from More Efficient AI• As computing becomes cheaper and demand shifts toward resource-efficient designs, manufacturers of high-cost, capital-intensive equipment could face reduced demand for top-tier production tools.• Companies like $Applied Materials(AMAT)$ and $Lam Research(LRCX)$ , which rely on sustained demand for cutting-edge too
DeepSeek’s Playbook Aftermath on the Semiconductor Value Chain
avatarShayBoloor
02-03 11:27

Here are My Top 10 Picks 👇

With rising tariff risks and market volatility under a Trump-led presidency, international exposure is more important than ever -- here are my top 10 picks 👇1. $Taiwan Semiconductor Manufacturing(TSM)$ • The world’s largest pure-play foundry, producing 90% of leading-edge chips for AI, data centers & consumer electronics -- powering a $600B+ semiconductor supply chain.2. $ASML Holding NV(ASML)$ • The sole provider of extreme ultraviolet (EUV) lithography, the backbone of advanced semiconductor manufacturing -- enabling a $400B+ global chip production market driven by AI, HPC & mobile computing.3. $Alibaba(BABA)$ • Driving China’s digital economy with cloud
Here are My Top 10 Picks 👇
avatarShayBoloor
02-03 11:20

Top 10 Small-Cap Holdings & Why I’m Invested

Top 10 Small-Cap Holdings & Why I’m Invested1. $Rocket Lab USA, Inc.(RKLB)$ • Providing end-to-end satellite launches, manufacturing & data solutions -- positioning itself as the “FedEx of Space” in a $400B+ space economy.2. $Jumia Technologies AG(JMIA)$ • Building a logistics & fintech ecosystem to drive e-commerce growth in Africa -- targeting the underpenetrated $75B online retail market.3. $IONQ Inc.(IONQ)$ • Powering quantum with scalable trapped-ion technology, offering superior reliability & accessibility over superconducting qubit -- positioning it for growth in a projected $1.3T market by 2035.4. $Vi
Top 10 Small-Cap Holdings & Why I’m Invested
avatarTrendSpider
02-03 09:35

GOOG, TSLA, HIMS& BTC Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Alphabet(GOOG)$ Zero fear from GOOG buyers heading into earnings week with the stock making fresh ATHs on Friday:~EPS estimate: $2.13~REV estimate: $96.67BImage2.If your bullish $Tesla Motors(TSLA)$ here, you want them to follow the $Hims & Hers Health Inc.(HIMS)$ blueprint.2021 highs retest and continue higher. ✅Image3. $Bitcoin(BTC.USD.HKCC)$ Bitcoin back below $100K—but is this a BTD opportunity?Over the last decade, BTC has been red just once in February, boasting an average return of +15.60% 💚ImageFollow me to learn more about ana
GOOG, TSLA, HIMS& BTC Welcome Great Potential Here!

Biggest Takeaways from $META, $MSFT & $TSLA Earnings 👇

Biggest Takeaways from META, MSFT & TSLA Earnings 👇1. $Meta Platforms, Inc.(META)$ All-In on AI • Meta just obliterated expectations -- revenue surged 21% YoY to $48.4B, with EPS at $8.02, crushing estimates. The ad engine is running at full throttle, but the real story is AI. Meta is pouring $60B+ into AI infrastructure in 2025, an unprecedented bet that will reshape its ad targeting, engagement, and platform intelligence. With Llama 3 set to push AI cost efficiencies even further, Meta isn’t just integrating AI -- it’s rebuilding its entire ecosystem around it. The spending is massive, but in AI, winner-take-most dynamics apply -- and Meta is making sure it stays ahead.2. $Microsoft(MSFT)$ Faces Clo
Biggest Takeaways from $META, $MSFT & $TSLA Earnings 👇

TEM, NVDA, AAPL, HIMS& VST Enjoy Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Vistra Energy Corp.(VST)$ A perfect example of the 'Nancy Pelosi Trade Tracker' in action:A market leader gaps down sharply below her entry, testing last month’s lows and a key moving average—offering a lower-risk entry.Strong V-shaped recovery so far. 🖖 Image2.The last few $Hims & Hers Health Inc.(HIMS)$ earnings reports have been extremely impressive...We do a little pre-earnings run-up into Feb. 24th? 🏃‍♂️Image3. $Apple(AAPL)$ pulls a uno reverse card of its own 🃏Now up +3.50% in after hours trading!Image4. $NVIDIA(NVDA)$ Are the stars align
TEM, NVDA, AAPL, HIMS& VST Enjoy Great Potential Here!
$Alphabet(GOOG)$ The only reason why Google was lagging behind is because of the threats it was getting from US government and Europe, but now that trump is in power and recognized that tech companies are leading the economy, Google stocks will start going up [Lovely][Lovely][Lovely]
$Broadcom(AVGO)$ a great company is starting to show why it’s one of the best AI company’s to put your investment $ into! Go AVGO… break this $250 cycle![Sly][Sly][Sly]We need to take out that $251 high, then we can head toward the $280’sAVGO going to the $300s-$400s.And I expect shorts to keep crying the entire way up lol.
$NVIDIA(NVDA)$ Buy Nvidia.I don't know why nobody has mentioned this yet but, today it was the release date for the Nvdia RTX 5090 & 5080 Blackwell cards and they are both sold out everywhere. Some say that it was a paper launch, but all of this tells me that whatever stock they had was immediately bought. For those who have shaky hand...
$Oklo Inc.(OKLO)$ LOAD UP!This stock is set to be a big winner! Just got another BUY rating with a $44 PT (+37% upside). Monday's sell-off was a gift—perfect opportunity to BUY! Don’t sleep on this one.[Sly][Sly][Sly]Buy this in the dip!!!Image
$Apple(AAPL)$ Minor growth or not, Apple is still a solid investment. I don't expect explosive growth from a $3.5T company and if I receive only 20% growth each year from Apple, I'm satisfied. For earnings, I just want to see a few percent revenue increase from all hardware divisions and maybe 10% for Services. That's good enough for me and I don't care if the stock doesn't move. Apple will likely give a $0.08 dividend bump and I'll happily take it. I think Apple is doing well enough and I don't care what Wall Street thinks. Wall Street's A.I. greed is already starting to show weaknesses in reasoning.[Sly][Sly][Sly]
$Microsoft(MSFT)$ beat earnings and revenue estimates in Q2 but cloud revenue missed expectations. The stock is -1.1% after-hours.Good news! The lastest earning reports disclosure.🔹 EPS: $3.23 vs. $3.11 est. ✅🔹 Revenue: $69.63B vs. $68.87B est. ✅🔸 Intelligent cloud revenue: +19% YoY[Great]🔸 Microsoft cloud revenue: +21% YoY[Grin]🔸 Productivity revenue: +14% YoY[Smart]
$GE Vernova Inc.(GEV)$ GE Vernova still benefits from positive electric infrastructure demand.RBC Capital keeps an Outperform rating and $453 price target on GE Vernova after yesterday's 22% stock price decline. The firm does not believe that the sell off was overdone given the limited information investors have regarding the energy demand needs for AI models after yesterday's DeepSeek news, the analyst tells investors in a research note. RBC adds however that it is still important to recognize that GE Vernova still benefits from a positive self-help story and positive electric infrastructure demand dynamics that should continue to support margin expansion.[Glance][Lovely][Lovely][Lovely][Lovely]So the future will be great