To The Moon

Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at

1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of

One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AeroVironment(AVAV)$ (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Apple(AAPL)$ will reportedly use $Alphabet(GOOGL)$ Cloud's $NVIDIA(NVDA)$ Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity. 2 $Amazon.com(AMZN)$ unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfil

Hello everyone! Today i want to share some trading idea with you! 1 $IREN Ltd(IREN)$ owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected. 2 $T1 ENERGY INC(TE)$ agreed to acquire KORE Power for ~$32M giving T1 Energy direct exposure to battery storage and AI data center infrastructure. The deal adds KORE’s utility-scale battery storage platform with ~1,100 global projects and is expected to contribute ~$20M of EBITDA in 202

Optical interconnect names are running because $NVIDIA(NVDA)$ CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidable as AI clusters scale across full data centers. Thats why optical components, transceivers, DSPs, silicon photonics & testing names are getting re-rated today: • $Marvell Technology(MRVL)$ +30% • $Aehr Test(AEHR)$ +21% • $COHERENT(COHR)$ +16% • $Lumentum(LITE)$ +12% •

Hello everyone! Today i want to share some trading ideas with you! 1 Jensen Huang says demand for $NVIDIA(NVDA)$ Vera CPU platform could eventually exceed demand for its GPU lineup. He also said Nvidia will use off-the-shelf $ARM Holdings(ARM)$ technology where possible rather than building custom CPU cores. 2 $Snowflake(SNOW)$ & Anthropic are expanding their AI partnership as Claude gains traction inside Cortex AI. Snowflake lets enterprises run Claude on governed data without moving sensitive information outside their environment turning Cortex AI into a production layer for trusted AI agents. 3 Interesting tim

Hello everyone! Today i want to share some ai trading ideas with you! 1 Jensen Huang just said $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entirely on the cloud. The next generation of PCs will run AI agents that work alongside the user. Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.” $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ unveiled RTX Spark which will be the

$AST SpaceMobile, Inc.(ASTS)$ is having a rough day after Blue Origin’s New Glenn exploded during a static fire test at LC-36. Important to call out that no AST SpaceMobile satellite was on the rocket since this was a test firing with no payload. So the near-term launch catalyst hasn't changed with BB8, BB9 and BB10 still expected to launch in mid-June on a SpaceX Falcon 9. The issue is the 2026 deployment schedule since AST needs multiple launch providers to hit its target of 45 satellites in orbit by the end of 2026 and New Glenn was expected to be a key part of that launch cadence. Blue Origin was already dealing with an FAA investigation into the April second-stage failure which had introduced some uncertainty into this year’s

Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3