Hello everyone! Today i want to share some ai trading ideas with you! 1 $SpaceX(SPCX)$ is in talks to secure at least 80,000 U.S. cell sites as Elon Musk looks to turn Starlink Mobile into a 4th nationwide wireless carrier. Combined with its growing satellite network and recently acquired spectrum, those sites could give SpaceX the ground coverage needed to compete directly with $AT&T Inc(T)$, $Verizon(VZ)$ and $T-Mobile US(TMUS)$. 2 AI credit spreads are widening with $Oracle(ORCL)$ five-year CDS up

Hello everyone! Today i want to share some technical analysis with you! 1 $Advanced Micro Devices(AMD)$ on bounce watch 👀 2 Someone check on Leopold 😬 $Bloom Energy Corp(BE)$ DUMPING ON A DOUBLE BEAT + RAISE 🩸 Q3 Adj. EPS: $0.94 vs $0.68 est ✅ Q3 Sales: $1.236B vs $1.053B est ✅ Raised FY2026 Adj EPS Guidance ✅ Raised FY2026 Sales Guidance ✅ 🟥 -6.88% in after-hours 3 $Comfort Systems USA(FIX)$ EARNINGS DOUBLE BEAT & DUMPING🩸 Q3 EPS: $13.91 vs $12.50 est ✅ Q3 Sales: $3.766B vs $3.401B est ✅ 4 Three oversold readings. Three explosive rebounds. $Ondas Holdings Inc.(

Hello everyone! Today i want to share some trading ideas with you! 1 Elon Musk says $Tesla Motors(TSLA)$ plans to bring its next-gen AI5 chip to Optimus around April 2027. The timing lines up with Tesla's planned Optimus production ramp in Texas later that year suggesting its next generation of robots is being built around AI5 from the start. 2 Elon Musk says $Tesla Motors(TSLA)$ has started early Optimus production with most of its Fremont manufacturing line already installed. He’s targeting ~20K robots per week within a year putting Tesla on pace for ~1M annually heading into 2028 if the ramp goes as planned. 3 $Ondas

Now people are using some logic again because Elon reminded us how early we are in this buildout Let's take a look at some opportunities. Here's a concentrated, high growth 15 stock basket I'd make right now at todays levels: Interconnect: 1. $Marvell Technology(MRVL)$: Investor day evidenced management believe Marvell is here to scale as they work towards $30 EPS by 2031. 2. $Applied Optoelectronics(AAOI)$: My higher risk optics play on a potential 9x inflection in monthly capacity by Q4 27. Currently trades ~1x FY28 base case revenue. Neoclouds: 3. $NEBIUS(NBIS)$: Hard not to be bullish when forecasts are projecti

Hello everyone! Today i want to share some technical analysis with you! 1 Comeback season for $Accenture PLC(ACN)$ 👀 2 Even $Meta Platforms, Inc.(META)$ 's cash machine has its limits. $Meta Platforms, Inc.(META)$ CEO MARK ZUCKERBERG: "OUR INVESTMENTS ARE PAYING OFF, THE CORE BUSINESS IS STRONG, AND WE'RE SEEING VELOCITY ACROSS THE BOARD." 3 Morgan Stanley knows the drill 🎯 $Morgan Stanley(MS)$ 4 $IBM(IBM)$ EARNINGS DOUBLE BEAT ✅ Q3 Adj. EPS: $2.95 vs $2.86 est ✅ Q3 Sales: $17.103B vs $16.882B est ✅ 5 Th

Hello everyone! Today i want to share some technical analysis with you! 1 $Workday(WDAY)$ just got a promotion 2 Lofty ambitions. Lofty price targets. $SpaceX(SPCX)$🚀 ELON MUSK: "DO NOT ASSUME A SPACEX AND TESLA MERGER IS A CERTAINTY. I THINK IT WOULD BE A GOOD IDEA, BUT THE SHAREHOLDERS HAVE TO BE SUPPORTIVE. AN AGREEMENT HAS NOT BEEN REACHED. THERE IS NO GUARANTEE THAT THEY WILL." 3 $NVIDIA(NVDA)$ STOCK SURGES IN AFTER-HOURS AS ELON MUSK SAYS SPACEX ON TRACK TO BRING ~200,000 NVIDIA GB300 GPUs ONLINE PER MONTH THROUGH END OF 2026 4 $SUPER MICRO COMPUTER INC(SM

Welcome to today’s deep-dive roundup. We’re unpacking four signals the market may be underestimating: Ondas Holdings’ 18-month push to become an emerging defense prime through acquisitions—and the dilution risk that now puts the spotlight on organic growth; Nebius’s B200 GPU spot pricing more than tripling in seven days and what that could mean for its year-end ARR target; Cathie Wood’s 2031 Tesla bull case of $5,000 per share and a $20T market cap built on robotaxi and Optimus scale; and SpaceX’s projected ~70% drop in launch costs to $354/kg by 2031. Which of these has the biggest implications for 2026—and which one is getting the most hype versus real execution? Let’s dig in. 1 THE $Ondas Holdings Inc.(ONDS)$ OFFICIAL DEEP-DIVE

Hello everyone! Today i want to share some technical analysis with you! 1 $Palantir Technologies Inc.(PLTR)$ back like nothing happened... 2 There's more than one engine driving Tesla's growth... $Tesla Motors(TSLA)$ 3 Hold on tight 😬 $Applied Optoelectronics(AAOI)$ 4 $Invesco QQQ(QQQ)$ hanging on by a thread at its point of control... Options traders want blood 🩸 5 Capitulation: Found. $AST SpaceMobile, Inc.(ASTS)$ 🚀 Follow me to learn more about analysis!!

Last week showed you why diversifying across themes is so important. That's why hedge fund deleveraging was so big. Most funds just had 20+ pure AI names and called that "diversification". Here's the most important themes: 1. Brazil / $iShares MSCI Brazil ETF(EWZ)$ -> $Nu Holdings Ltd.(NU)$ -> $MercadoLibre(MELI)$ -> $Vale SA(VALE)$ 2. Crypto / $Bitcoin(BTC.USD.CC)$ -> $Coinbase Global, Inc.(COIN)$ ->

Hello everyone! Today i want to share some ai trading ideas with you! 1 What makes this growth stock selloff so frustrating is that hotter inflation and rising yields are driving most of the pressure even as the companies across Space, AI Power, Robotics and Defense continue making progress. When rates move this aggressively the market starts punishing companies whose earnings are still years away which is why stocks can keep falling even as their businesses benefit from strong secular tailwinds. But this is also where I think the opportunity is getting really interesting because I can build larger positions in companies where my long-term thesis remains intact which brings me to the stocks I've been adding this week and why. 2 Jim Cramer says investors “can’t own”

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is reportedly requiring Samsung, $Micron Technology(MU)$ and $SK hynix(SKHY)$ to build the base die for its next-generation custom HBM on $Taiwan Semiconductor Manufacturing(TSM)$ 3nm process. That gives Nvidia more flexibility to shift orders between suppliers as HBM prices rise while putting TSMC in a position to benefit regardless of which memory maker wins the business. 2 HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple w

Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $Micron Technology(MU)$ has been “reasonable” on future memory pricing while others have been “extortionate” and that customers won’t forget how they were treated. Micron could turn that goodwill into longer contracts and more market share when supply eventually loosens. 2 $NEBIUS(NBIS)$ trades at 8.1x committed ARR versus 5.1x for $IREN Ltd(IREN)$ and 2.5x for $CoreWeave, Inc.(CRWV)$ even though CoreWeave has ~$35B committed compared with Nebius at ~$10B and IREN at ~$4B. E

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Tesla Motors(TSLA)$ just showed off a new flying car demo offering a glimpse of what Elon Musk has been teasing for years. Musk says production of next-generation Roadster is now planned for 2028. 2 Jim Cramer says he expected $Rocket Lab USA, Inc.(RKLB)$ to fall much harder after Neutron’s launch delay to 2027. Instead he thinks investors are getting a “great opportunity to sell, sell, sell.” 3 Porsche just unveiled its Mission S concept by previewing a new flagship above the 911 with gasoline and hybrid options while ruling out a fully electric version. Really interesting seeing Porsche double down o

Hello everyone! Today i want to share some technical analysis with you! 1 The S&P 500 looks healthier than the stocks inside it. $SPDR S&P 500 ETF Trust(SPY)$ is just 2% off record highs, yet nearly half its components are trading below their 200-day moving average. 2 Over the last 16 years, $Tesla Motors(TSLA)$ has closed green just 35% of the time in October. But it's green 69% of the time in November. 👀 3 Hard to believe now, but that's $Amazon.com(AMZN)$'s epic dot-com crash from 25 years ago. As of today, it's appreciated nearly 99,000% from that bottom. 4 🚨 BREAKING: Gravity discovered in South Korea

Hello everyone! Today i want to share some trading ideas with you! 1 $IREN Ltd(IREN)$ reportedly signed a cloud deal with Anthropic potentially confirming the identity of the unnamed frontier AI lab management referenced during earnings. While terms remain undisclosed I suspect the agreement covers 50 MW of B300 capacity coming online at Childress this year. 2 $Amazon.com(AMZN)$ is reportedly paying ~$7B for Decart after the AI startup pushed real time video from 26 fps on GPUs to ~101 fps on Trainium. Amazon is effectively buying software expertise to improve Trainium utilization and make its custom silicon more attractive as AI workloads expand across different chip archi

Hello everyone! Today i want to share some trading ideas with you! 1 $T1 ENERGY INC(TE)$ completed its Austin solar cell factory shell, moving closer to a fully domestic solar supply chain. First cells are targeted for Q4 with the real upside coming from 2027 production and tax credits across cells and modules. 2 Elon Musk says $SpaceX(SPCX)$ could eventually be worth “orders of magnitude more than the current Earth economy.” Hes basically betting SpaceX becomes the infrastructure layer for an economy that extends far beyond Earth. Elon Musk declares $SpaceX(SPCX)$ has acquired “the last critical piece of the spectrum