YiSquared
10-06

$ACHR 20251121 10.0 CALL$ 


As the Artificial Intelligence space heats up,$Archer Aviation Inc.(ACHR)$  not-so-quietly takes market share with a $Tesla Motors(TSLA)$   collaboration rumour. Even without this speculative news, I'm still long $Archer Aviation Inc.(ACHR)$   for their Midnight eVTOL aircraft, which successfully demonstrated over the weekend at an airshow. The Midnight eVTOL aircraft is capable of carrying 4 passengers and a pilot for back-to-back trips of approx. 20 miles (~32,187 metres). What sets Archer apart is its AI pipeline - they're building flight control, predictive maintenance and air traffic optimisation systems that make eVTOL smarter and safer. That AI backbone could become as valuable as the aircraft themselves. After Trump's executive order to accelerate urban air mobility software rollout, the company has a total of US$6 Billion in its order book as of August 2025. This significant order backlog further demonstrates substantial demand for Archer's eVTOL aircraft. 


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This post contains my personal view, not financial advice.


@DailyTradingInsights @TigerObserver @TigerStars @Daily_Discussion @Tiger_SG 

@YiSquared：
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For each campus, it is effectively equivalent to running a small city. - Meanwhile, legacy grid infrastructure in many US states was never designed to support these kinds of distributed, high RMS load spikes. ➡️ The solution being funded - The Trump-McCormick framework pushes for fast-tracked, high-voltage transmission buildouts with modular nuclear + gas to anchor baseload near compute nodes. - A chunk of this capital also targets direct AI hardware deployments - more NVIDIA H100s/H20s and Blackwell chips, AMD MI300Xs/MI400s, and eventually optical or quantum accelerators. Effectively, it reduces the primary constraint to scaling AI infrastructure, which was shifting from chip yield or HBM capacity to regional power availability and interconnection. 🤖 Which Stocks Matter? 🤖 I think this is a bullish case for$Archer Aviation Inc.(ACHR)$ (clean energy and distributed microgrids mobility),$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ (semiconductors), $NEBIUS(NBIS)$ (AI and Robotics),$IONQ Inc.(IONQ)$ (quantum compute). - ACHR benefits from a stronger, more redundant urban microgrids, fast recharging nodes, robust scheduling algorithms and the acceleration of urban air mobility (UAM) orchestration software in this bill; - SOXL captures the wider semiconductors industry that will accelerate hyperscaler AI spending by pull chip orders forward; - NEBIUS scales on the industrial automation and AI deployment side; - IONQ rides the rising tide of compute funding that cannot afford to ignore hybrid quantum initiatives as cloud providers can run more long-duration quantum pilots without impacting short-term margin metrics on existing clusters. For those building a portfolio around the inevitable fusion of AI, electrification and automation, this is a starting point and a clean structual signal that you cannot ignore. Please like and share if you find this helpful. Views are not financial advice. @Daily_Discussion @DailyTradingInsights @TigerPM @Tiger_SG @TigerStars @TigerEvents
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For each campus, it is effectively equivalent to running a small city. - Meanwhile, legacy grid infrastructure in many US states was never designed to support these kinds of distributed, high RMS load spikes. ➡️ The solution being funded - The Trump-McCormick framework pushes for fast-tracked, high-voltage transmission buildouts with modular nuclear + gas to anchor baseload near compute nodes. - A chunk of this capital also targets direct AI hardware deployments - more NVIDIA H100s/H20s and Blackwell chips, AMD MI300Xs/MI400s, and eventually optical or quantum accelerators. Effectively, it reduces the primary constraint to scaling AI infrastructure, which was shifting from chip yield or HBM capacity to regional power availability and interconnection. 🤖 Which Stocks Matter? 🤖 I think this is a bullish case for$Archer Aviation Inc.(ACHR)$ (clean energy and distributed microgrids mobility),$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ (semiconductors), $NEBIUS(NBIS)$ (AI and Robotics),$IONQ Inc.(IONQ)$ (quantum compute). - ACHR benefits from a stronger, more redundant urban microgrids, fast recharging nodes, robust scheduling algorithms and the acceleration of urban air mobility (UAM) orchestration software in this bill; - SOXL captures the wider semiconductors industry that will accelerate hyperscaler AI spending by pull chip orders forward; - NEBIUS scales on the industrial automation and AI deployment side; - IONQ rides the rising tide of compute funding that cannot afford to ignore hybrid quantum initiatives as cloud providers can run more long-duration quantum pilots without impacting short-term margin metrics on existing clusters. For those building a portfolio around the inevitable fusion of AI, electrification and automation, this is a starting point and a clean structual signal that you cannot ignore. Please like and share if you find this helpful. Views are not financial advice. @Daily_Discussion @DailyTradingInsights @TigerPM @Tiger_SG @TigerStars @TigerEvents
# Winning Trades

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Comment（6）

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  • Enid Bertha
    ·10-07
    TOP
    in my opinion since we closed above 13 next stop should be 20 by end of the month.
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    • YiSquared: 
      Archer’s bullseye? 🎯🙌🏻
      10-08
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  • Valerie Archibald
    ·10-07
    TOP
    Going up at least a dollar tomorrow. Should run all week. Hold for top gains

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    • YiSquared: 
      Time to get in 🚀
      10-08
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  • HaydenBruce
    ·10-07
    TOP
    Exciting developments
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    • YiSquared: 
      Future’s airborne
      10-09
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