AI Giants Drive the Industrial Progress
Hello everyone! Today i want to share some trading ideas with you!
1
$NVIDIA(NVDA)$ is becoming a core piece of the robotaxi stack as autonomous fleets move into commercial scale.
Every major robotaxi program operating at scale today is already using Nvidia across training, simulation and in-vehicle compute.
2
Ryan Cohen just put another ~$20M into $GameStop(GME)$ buying 1M shares at an average price of $20.38.
The purchase takes his beneficial ownership to 8.5% of the company.
3
The Pentagon may be about to fund the AI buildout directly with a reported $5B loan to $Alphabet(GOOG)$ backed Fluidstack.
That would push domestic AI compute into a new category where the government is willing to finance capacity it increasingly views as critical to national security.
4
$Oracle(ORCL)$ RPO has gone from $99B two years ago to $664B today which is nearly 7x in two years.
Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming.
5
$SpaceX(SPCX)$ says its next Starship flight will generate revenue as the program starts moving beyond testing and into commercial use.
That progress is also giving management more conviction in reaching a $100B annual revenue run rate.
When markets keep you watching, knowing when to switch off matters too.
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