Hello everyone! Today i want to share some trading ideas with you!
1
$IREN Ltd(IREN)$ reportedly signed a cloud deal with Anthropic potentially confirming the identity of the unnamed frontier AI lab management referenced during earnings.
While terms remain undisclosed I suspect the agreement covers 50 MW of B300 capacity coming online at Childress this year.
2
$Amazon.com(AMZN)$ is reportedly paying ~$7B for Decart after the AI startup pushed real time video from 26 fps on GPUs to ~101 fps on Trainium.
Amazon is effectively buying software expertise to improve Trainium utilization and make its custom silicon more attractive as AI workloads expand across different chip architectures.
3
$NVIDIA(NVDA)$ Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $Advanced Micro Devices(AMD)$ and $Intel(INTC)$ as early as next year.
The growth is coming from agentic AI as orchestration, tool calls and autonomous workloads push server CPU demand toward ~$150B with Nvidia capturing nearly half of that growth by selling complete AI systems.
And it extends beyond Nvidia with $ARM Holdings(ARM)$ entering merchant CPUs on $2B+ in orders while $Dell Technologies Inc.(DELL)$ and $SUPER MICRO COMPUTER INC(SMCI)$ could nearly double server revenue as AI agents drive another wave of compute demand.
4
$Advanced Micro Devices(AMD)$ is taking a page out of $Alphabet(GOOGL)$ DeepMind and TPU playbook with its $8B World Labs acquisition bringing AI model development closer to chip design.
World models require enormous memory capacity and bandwidth to process video, 3D environments and spatial data which really fits AMD’s push toward higher HBM capacity.
Owning that workload gives AMD a much earlier view of what future AI chips need to deliver especially as Physical AI moves toward robotics and autonomous systems.
5
$Rocket Lab USA, Inc.(RKLB)$ Neutron's cost burden per launch is projected to fall from $130M to just $8M by 2030 as annual launches scale from 1 to 13.
At ~$50M per launch that could make Neutron a highly profitable alternative to $SpaceX(SPCX)$ for defense and commercial constellations.
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