To The Moon

Hello everyone! Today i want to share some AI ideas with you!

1

$IONQ Inc.(IONQ)$ advanced to final stage of DARPA’s Quantum Benchmarking Initiative worth up to $300M through 2029 with management calling it a “significant vote of confidence” in its path to utility scale quantum.

DARPA has already reviewed IonQ twice and is now moving to validate multiple Superion generations giving IonQ one of strongest independent validations in quantum.

The interesting part is IonQ owns its U.S. foundry through SkyWater giving it direct control over fabrication and packaging as DARPA tests whether these systems can be manufactured reliably at volume.

2

$Microsoft(MSFT)$ CEO says agents are going to be “largest users of the file system” as Windows routes more Copilot work to local models including a 137B model running on device with

$NVIDIA(NVDA)$ moving deeper into the PC stack.

That means more local compute and memory.

3

Rosenblatt initiated $NEBIUS(NBIS)$ at Buy with a $304 PT saying Nebius is “well positioned to benefit from massive spending on AI training and inference deployments” while forecasting 98% CAGR through 2030.

Nebius has only ~250 MW active today against 3.5 GW contracted so most of the growth is still ahead as that power comes online with 75% expected on fully owned sites giving it more control over timing and margins.

4

$Vishay Precision(VPG)$ is my “robots need to feel” way to own Physical AI supplying precision sensors that let humanoids measure grip, torque and balance with one current design using ~25 sensor modules per robot.

Its already working with four humanoid developers and its first customer is moving toward early production so upside comes from how much sensing content each robot can carry as volumes scale.

5

$Palantir Technologies Inc.(PLTR)$ and $Zeta Global Holdings Corp.(ZETA)$ are deepening their partnership by combining Foundry with Zeta’s customer intelligence stack for sovereign enterprisE AI.

Karp says “AI Sovereignty protects and augments this value” as both companies build around proprietary data that enterprises can use without giving up control.

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