The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $Micron Technology(MU)$, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity |
MU, HIMS, TSLA, NVDA& META Enjoy Great Potential to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ $Meta Platforms, Inc.(META)$ 3 Approaching the 50 👀 $NVIDIA(NVDA)$ 4 $Micron Technology(MU)$ hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st
AI Trading Ideas: How to Be the Winner in the Market?
Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at
ADBE, RH, PLTR, NVDA& TSLA Welcome the Turning Point of Market
Hello everyone! Today i want to share some technical analysis with you! 1 The market has doubted Elonmusk before... Didn't last long. $Tesla Motors(TSLA)$$Space Exploration Technologies(SPCX)$ 2 When attention spikes on $NVIDIA(NVDA)$, proceed with caution... 3 Search interest in $Palantir Technologies Inc.(PLTR)$ has plummeted in 2026 to its lowest level ever... Has the retail party moved on for good? 4 $RH(RH)$ RIPPING on a Double Beat 🔥 Q1 Adj EPS: $(1.97) vs $(2.11) est Q1 REV: $800.328M vs $792.78
1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of
DUOL, APLD, NVDA, PLTR& PYPL Enjoy Great Potential in the Near Future?
Hello everyone! Today i want to share some technical analysis with you! 1 Gotta be support down here somewhere... $PayPal(PYPL)$ 2 Are we gonna look back and say this was a no-brainer?$Palantir Technologies Inc.(PLTR)$ 3 The biggest moves often take the most patience$NVIDIA(NVDA)$ 4 Don't forget about the bird... 🦉 $Duolingo, Inc.(DUOL)$ 5 Shares of Applied Digital are surging in after-hours after announcing a new 15-year data center lease with a U.S. based hyperscaler 🟢 $APPLIED DIGITAL CORP(APLD)$
One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AeroVironment(AVAV)$ (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2
Hello everyone! Today i want to share some ai trading ideas with you! 1 $Apple(AAPL)$ will reportedly use $Alphabet(GOOGL)$ Cloud's $NVIDIA(NVDA)$ Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity. 2 $Amazon.com(AMZN)$ unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfil
Hello everyone! Today i want to share some technical analysis with you! 1 $SPDR S&P 500 ETF Trust(SPY)$April to October 2025 compared to April to October 2026. If this even slightly rhymes, the market is about halfway there. 2 $Micron Technology(MU)$Trading right at the 10.618 extension of the 2000-2008 measured move. 3 $Marvell Technology(MRVL)$Nearing the 3.618 extension of the January to April measured move. 4 $iShares Silver Trust(SLV)$Still in the anchored VWAP pinch. Crazy how volatile this was, and then absolutely nothing. 5
HOOD, AVAV, LULU, RDDT& SPY Face Distinctive Situation
Hello everyone! Today i want to share some technical analysis with you! 1 🚨 The S&P 500 is staring at history. If $SPDR S&P 500 ETF Trust(SPY)$ closes green tomorrow, it will mark 10 consecutive weeks higher for the first time in more than 40 YEARS. The last double-digit weekly win streak came in 1985, when the S&P 500 climbed for 12 straight weeks. One close away... 2 Run it back? $Reddit(RDDT)$ 3 OUCH 🩸 $Lululemon Athletica(LULU)$ Down 8% on mixed Q1 earnings results EPS: $1.69 vs $1.70 est REV: $2.472B vs $2.433B est Lowered FY2026 GAAP EPS Guidance Lowered FY2026 Sales Guidance 4 Time for drone stocks
Hello everyone! Today i want to share some trading idea with you! 1 $IREN Ltd(IREN)$ owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected. 2 $T1 ENERGY INC(TE)$ agreed to acquire KORE Power for ~$32M giving T1 Energy direct exposure to battery storage and AI data center infrastructure. The deal adds KORE’s utility-scale battery storage platform with ~1,100 global projects and is expected to contribute ~$20M of EBITDA in 202
OXY, CL_F, NOW, SPCX& SPY Enjoy Great Rebound Here!
Hello everyone! Today i want to share some technical analysis with you! 1 Call it now: does $SPDR S&P 500 ETF Trust(SPY)$ close green and make it 10 in a row? 2 $Space Exploration Technologies Corp(SPCX)$ is now poised to go public at the highest IPO valuation ever. We asked Sidekick whether SpaceX is a "Buy" "Wait" or "Avoid" at valuation prices. Here's what it had to say: 3 Looking for the next Jensen Huang pick? Look no further... $ServiceNow(NOW)$ 4 Crude is squeezing back towards triple digits as U.S. - Iran negotiations stall 👀🛢️ $WTI Crude Oil - mai
Optical interconnect names are running because $NVIDIA(NVDA)$ CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidable as AI clusters scale across full data centers. Thats why optical components, transceivers, DSPs, silicon photonics & testing names are getting re-rated today: • $Marvell Technology(MRVL)$ +30% • $Aehr Test(AEHR)$ +21% • $COHERENT(COHR)$ +16% • $Lumentum(LITE)$ +12% •
SMR, TSLA, URA, .SPX& OKLO Enjoy Great Recovery to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 $Oklo Inc.(OKLO)$ If this clears the top of the shelf here at $74.65, watch out for $80 quickly. 2 $SPDR S&P 500 ETF Trust(SPY)$$S&P 500(.SPX)$ Going for another try at the divergence. Keep in mind what was green this morning. Those will likely lead again if the market pulls back. Nuclear names stood out the most to me. $Oklo Inc.(OKLO)$$NuScale Power(SMR)$$Terrestr
Hello everyone! Today i want to share some trading ideas with you! 1 Jensen Huang says demand for $NVIDIA(NVDA)$ Vera CPU platform could eventually exceed demand for its GPU lineup. He also said Nvidia will use off-the-shelf $ARM Holdings(ARM)$ technology where possible rather than building custom CPU cores. 2 $Snowflake(SNOW)$ & Anthropic are expanding their AI partnership as Claude gains traction inside Cortex AI. Snowflake lets enterprises run Claude on governed data without moving sensitive information outside their environment turning Cortex AI into a production layer for trusted AI agents. 3 Interesting tim
AAPL, OPEN, TTD, AMC& HPE Enjoy Great Potential to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 Investing Hack #4: Buy great companies at the 200 weekly EMA and hold on tight 🔒 $Apple(AAPL)$ 2 Knock knock $Opendoor Technologies Inc(OPEN)$ 3 Finding its footing 👀 $Trade Desk Inc.(TTD)$ 4 The apes are here to play 🦧 $AMC Entertainment(AMC)$ 5 GOD CANDLE $Hewlett Packard Enterprise(HPE)$ +25% in after-hours 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practi
Hello everyone! Today i want to share some ai trading ideas with you! 1 Jensen Huang just said $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entirely on the cloud. The next generation of PCs will run AI agents that work alongside the user. Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.” $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ unveiled RTX Spark which will be the
META, SOFI, CVNA, AAPL& NOC Welcome Great Potential to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 The ensemble sings once again $Northrop Grumman(NOC)$ 2 Apple hasn't seen 10 consecutive weeks higher since 2009 👀🍎 $Apple(AAPL)$ 3 The Carvana comeback has hit some traffic ⚠️ $Carvana Co.(CVNA)$ 4 Bulls aren't going down without a fight $Meta Platforms, Inc.(META)$ 5 You have my attention $SoFi Technologies Inc.(SOFI)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items a
AI Stories: Can you Become the Top Winner in the Game?
Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $Micron Technology(MU)$, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity |
MU, HIMS, TSLA, NVDA& META Enjoy Great Potential to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ $Meta Platforms, Inc.(META)$ 3 Approaching the 50 👀 $NVIDIA(NVDA)$ 4 $Micron Technology(MU)$ hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st
One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AeroVironment(AVAV)$ (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2
AI Stories: Can you Become the Top Winner in the Game?
Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3
ADBE, RH, PLTR, NVDA& TSLA Welcome the Turning Point of Market
Hello everyone! Today i want to share some technical analysis with you! 1 The market has doubted Elonmusk before... Didn't last long. $Tesla Motors(TSLA)$$Space Exploration Technologies(SPCX)$ 2 When attention spikes on $NVIDIA(NVDA)$, proceed with caution... 3 Search interest in $Palantir Technologies Inc.(PLTR)$ has plummeted in 2026 to its lowest level ever... Has the retail party moved on for good? 4 $RH(RH)$ RIPPING on a Double Beat 🔥 Q1 Adj EPS: $(1.97) vs $(2.11) est Q1 REV: $800.328M vs $792.78
1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of
AI Trading Ideas: How to Be the Winner in the Market?
Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at
Hello everyone! Today i want to share some ai trading ideas with you! 1 $Apple(AAPL)$ will reportedly use $Alphabet(GOOGL)$ Cloud's $NVIDIA(NVDA)$ Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity. 2 $Amazon.com(AMZN)$ unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfil
Hello everyone! Today i want to share some trading idea with you! 1 $IREN Ltd(IREN)$ owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected. 2 $T1 ENERGY INC(TE)$ agreed to acquire KORE Power for ~$32M giving T1 Energy direct exposure to battery storage and AI data center infrastructure. The deal adds KORE’s utility-scale battery storage platform with ~1,100 global projects and is expected to contribute ~$20M of EBITDA in 202
Hello everyone! Today i want to share some AI trading ideas with you! 1 DDR5 MEMORY PRICES UP NEARLY 10X DDR4 is older memory that was being phased out but it's spiking too as $Micron Technology(MU)$, Samsung & SK Hynix shift wafer capacity from conventional memory into HBM for AI chips. The AI cycle is pulling on compute, memory, storage & servers at the same time with pricing power now flowing through the rest of the hardware stack. 2 Great to be featured in the Wall Street Journal today talking about the $Cerebras Systems(CBRS)$ IPO. Cerebras is attacking one of the biggest bottlenecks in the AI economy like running massive models faster, cheaper and more efficient
HOOD, AVAV, LULU, RDDT& SPY Face Distinctive Situation
Hello everyone! Today i want to share some technical analysis with you! 1 🚨 The S&P 500 is staring at history. If $SPDR S&P 500 ETF Trust(SPY)$ closes green tomorrow, it will mark 10 consecutive weeks higher for the first time in more than 40 YEARS. The last double-digit weekly win streak came in 1985, when the S&P 500 climbed for 12 straight weeks. One close away... 2 Run it back? $Reddit(RDDT)$ 3 OUCH 🩸 $Lululemon Athletica(LULU)$ Down 8% on mixed Q1 earnings results EPS: $1.69 vs $1.70 est REV: $2.472B vs $2.433B est Lowered FY2026 GAAP EPS Guidance Lowered FY2026 Sales Guidance 4 Time for drone stocks
SMR, TSLA, URA, .SPX& OKLO Enjoy Great Recovery to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 $Oklo Inc.(OKLO)$ If this clears the top of the shelf here at $74.65, watch out for $80 quickly. 2 $SPDR S&P 500 ETF Trust(SPY)$$S&P 500(.SPX)$ Going for another try at the divergence. Keep in mind what was green this morning. Those will likely lead again if the market pulls back. Nuclear names stood out the most to me. $Oklo Inc.(OKLO)$$NuScale Power(SMR)$$Terrestr
Hello everyone! Today i want to share some technical analysis with you! 1 $SPDR S&P 500 ETF Trust(SPY)$April to October 2025 compared to April to October 2026. If this even slightly rhymes, the market is about halfway there. 2 $Micron Technology(MU)$Trading right at the 10.618 extension of the 2000-2008 measured move. 3 $Marvell Technology(MRVL)$Nearing the 3.618 extension of the January to April measured move. 4 $iShares Silver Trust(SLV)$Still in the anchored VWAP pinch. Crazy how volatile this was, and then absolutely nothing. 5
DUOL, APLD, NVDA, PLTR& PYPL Enjoy Great Potential in the Near Future?
Hello everyone! Today i want to share some technical analysis with you! 1 Gotta be support down here somewhere... $PayPal(PYPL)$ 2 Are we gonna look back and say this was a no-brainer?$Palantir Technologies Inc.(PLTR)$ 3 The biggest moves often take the most patience$NVIDIA(NVDA)$ 4 Don't forget about the bird... 🦉 $Duolingo, Inc.(DUOL)$ 5 Shares of Applied Digital are surging in after-hours after announcing a new 15-year data center lease with a U.S. based hyperscaler 🟢 $APPLIED DIGITAL CORP(APLD)$
Hello everyone! Today i want to share some trading ideas with you! 1 Jensen Huang says demand for $NVIDIA(NVDA)$ Vera CPU platform could eventually exceed demand for its GPU lineup. He also said Nvidia will use off-the-shelf $ARM Holdings(ARM)$ technology where possible rather than building custom CPU cores. 2 $Snowflake(SNOW)$ & Anthropic are expanding their AI partnership as Claude gains traction inside Cortex AI. Snowflake lets enterprises run Claude on governed data without moving sensitive information outside their environment turning Cortex AI into a production layer for trusted AI agents. 3 Interesting tim
OXY, CL_F, NOW, SPCX& SPY Enjoy Great Rebound Here!
Hello everyone! Today i want to share some technical analysis with you! 1 Call it now: does $SPDR S&P 500 ETF Trust(SPY)$ close green and make it 10 in a row? 2 $Space Exploration Technologies Corp(SPCX)$ is now poised to go public at the highest IPO valuation ever. We asked Sidekick whether SpaceX is a "Buy" "Wait" or "Avoid" at valuation prices. Here's what it had to say: 3 Looking for the next Jensen Huang pick? Look no further... $ServiceNow(NOW)$ 4 Crude is squeezing back towards triple digits as U.S. - Iran negotiations stall 👀🛢️ $WTI Crude Oil - mai
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
Hello everyone! Today i want to share some ai trading ideas with you! 1 Jensen Huang just said $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entirely on the cloud. The next generation of PCs will run AI agents that work alongside the user. Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.” $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ unveiled RTX Spark which will be the
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive amount of CPU-bound work around the GPU. The best way to think about this is the GPU will still continue being the engine but CPU will now become the traffic controller. If AI agents are going to run inside enterprises all day across millions of workflows then the CPU layer becomes a much more important part of the AI infrastructure stack. 1. $Advanced Micro Devices(AMD)$ AMD is the cleanest way to play the agentic AI CPU bottleneck through EPYC where they just posted record Q1 data center revenue of $5.8B (+57% YoY) and biggest gem was AMD capturing ~46% of server CPU revenue despite only 27% unit sha