To The Moon

Hello everyone! Today i want to share some ai trading ideas with you! 1 Semiconductors just suffered its second-worst day since 1994 (behind only March 16, 2020) and selloffs this extreme have often occurred near major market bottoms. That's the key difference today since the selling is driven by fears that capex growth peaks in 2027 and post-election data center concerns even as this earnings cycle shows demand still exceeding supply. $NVIDIA(NVDA)$$Advanced Micro Devices(AMD)$ $Philadelphia Semiconductor Index(SOX)$ 2 $Amazon.com(AMZN)$ is planning a data ce

Hello everyone! Today i want to share some trading ideas with you! 1 $Advanced Micro Devices(AMD)$ is getting sold on fears of a data center slowdown even as its data center revenue nearly doubled to $8.5B and CEO Lisa Su laid out more than 80% company growth for 2027. What I think gets overlooked is that AMD sells compute wherever the racks get built and AI agents create enormous CPU demand around orchestration, databases and tool use alongside GPUs which is why management now expects server CPU revenue to double next year. 2 $Qualcomm(QCOM)$ says its custom AI accelerators started shipping in October with $Amazon.com(A

Hello everyone! Today i want to share some trading ideas with you! 1 $Advanced Micro Devices(AMD)$ CEO Lisa Su says “we now expect revenue to grow more than 80% in 2027” more than double the company’s long-term growth target from a year ago. What’s also crazy is that data center is expected to account for over 80% of AMD’s total revenue next year. 2 $Advanced Micro Devices(AMD)$ CEO Lisa Su highlighted that $Meta Platforms(META)$ Muse reached 10M activations in just six weeks showing how quickly personal AI agents are gaining traction. Huge for AMD because each agent runs on an EPYC-powered virtual machine with 2 vCPU

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Apple(AAPL)$ said gross margins excluding tariff refunds were “down about 1 point sequentially, primarily driven by higher memory costs” extending a decline to 47% in September. The irony is that DRAM boom benefiting $Micron Technology(MU)$ and $SK hynix(SKHY)$ is squeezing Apple just as its push into on-device AI could require more memory per iPhone. 2 $Palantir(PLTR)$ CEO Alex Karp just said he thinks sees U.S. commercial revenue alone can reach $15B in 2028. Meanwhile the market expect

FUTURUM JUST MAPPED EVERY LAYER OF THE CPU SUPPLY CHAIN CPU Architecture & IP • Arm: $ARM Holdings(ARM)$ • Proprietary: $IBM(IBM)$ • x86: $Advanced Micro Devices(AMD)$ $Intel(INTC)$ Chip Design Software • EDA: $Cadence Design(CDNS)$ $Synopsys(SNPS)$ Manufacturing • Memory: $Micron Technology(MU)$ $SK hynix(SKHY)$ • Foundries: <

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 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

Hello everyone! Today i want to share some trading ideas with you! 1 Elon basically said on the $SpaceX(SPCX)$ earnings call that it tried to rent outside AI compute to free up its own capacity for training but found no spare $NVIDIA(NVDA)$ GB300s, GB200s, older H100s, $Alphabet(GOOGL)$ TPUs or $Amazon.com(AMZN)$ Trainium. That's pretty insane coming from one of world's largest AI infrastructure builders because the shortage extends across nearly every major chip architecture. And if SpaceX can't find spare capacity despite its scale and willingness to pay

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 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