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AI Stories Are Booming

@ShayBoloor
Hello everyone! Today i want to share some trading ideas with you! 1 $Oklo Inc.(OKLO)$ was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 $Broadcom(AVGO)$ launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 $SpaceX(SPCX)$ Starlink and $Amazon.com(AMZN)$ low-earth-orbit satellite businesses may be able to acquire European mobile satellite spectrum next year. Another reminder that the satellite connectivity race is moving to spectrum rights, distribution and regulatory access. 4 I added $Navitas Semiconductor Corp(NVTS)$ last year to my 'AI Power' bucket because Navitas was shifting from low-end mobile and consumer markets into the high-power systems that matter for AI infrastructure. What made it interesting was that Navitas owns both GaN and SiC giving it exposure to two critical power technologies as SiC brings massive power into AI systems and GaN converts that power efficiently closer to the chip. The stock is now up nearly 15x since my entry. 5 $NVIDIA(NVDA)$ is still the platform layer capturing dollar content across GPUs, networking, software, robotics and Physical AI. That’s why I still believe it can become the world’s first $10T company even if the hardest part of holding a generational compounder is sitting through periods when it does nothing while other names run. Selling quality out of boredom is usually the worst mistake you can make as a long-term investor. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off
AI Stories Are Booming

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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