AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Here is My SOFI Investment Thesis

1/ $SoFi Technologies Inc.(SOFI)$ train is taking off.Revenues are exploding, margins are expanding, and now crypto is also coming back to SOFI.Stock is up 33% last month and it's just the beginning...Here is my SOFI investment thesis: 🧵2/SOFI is rapidly turning into a one-stop shop for all financial services.They offer a full suite of banking & investment products through a fully mobile experience.This one-stop shop offers incredible value to members.Active members quadrupled since June 2021:Image3/ Result? Revenues grew from $253 million in 2021 to $1.2 billion in 2024.What's more important is that 41% of the revenue came from fee-based sources such as Galileo, Loan Platform, Sofi Invest, etc..It's just beginning. SOFi will see accelerating
Here is My SOFI Investment Thesis

GME, PEP, ONDS& BULL Enjoy Upward Momentum!

Hello everyone! Today i want to share some trading ideas with you!1. $Ondas Holdings Inc.(ONDS)$ Perfect test of the February '21 pivot which has been the upside target for the last month. Congrats to those that made good money here.Image2. $Webull Corp(BULL)$ Got the buy signal w/ the close above the upper band. Image3. $GameStop(GME)$ Volume/price gap above as price is above this volume shelf.Image4. $Pepsi(PEP)$ Just a reminder of how large this volume gap is above...ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Tra
GME, PEP, ONDS& BULL Enjoy Upward Momentum!

HOOD is Transforming Into The Ultimate Finance Super App

$Robinhood(HOOD)$ Ever since liberation day every dip on $HOOD has been quickly bought up. As soon as we broke 65 this past month we have seen strong momentum in the stock now testing near 100. If we can hold 100 we can see a move to 140 next. One thing to also note is that haven't been added to the S&P, when they do we can expect institutional buying to continue to drive the price higher.They started as a trading app. Now they’re building an all-in-one platform for the next generation of wealth builders.Why They’re The Best in The Business:- Seamless UX with massive brand trust among Gen Z & Millennials- Full suite of financial products under one roof- Built for the future embracing crypto, tokenization, and global marketsNew Launches &am
HOOD is Transforming Into The Ultimate Finance Super App

HOOD, QBTS, NVDA, SPY& AAPL Welcome Great Potential!

Hello everyone! Today i want to share some technical analysis with you!1. $Robinhood(HOOD)$ monthly all-time high breakout.The Robinhood comeback arc needs to be studied.Image2. $Apple(AAPL)$ Look who decided to finally show up. 🍏 +3%Image3. $SPDR S&P 500 ETF Trust(SPY)$ has historically been tough to fade in July:Since 2005, the index has posted gains 80% of the time with an average return of 2.6%.Try seasonality data for 50¢ per day:Image4. $NVIDIA(NVDA)$ Market Structure is king. Image5. $D-Wave Quantum Inc.(QBTS)$ Quantum the next spec group to run?Why not. ImageFor whom
HOOD, QBTS, NVDA, SPY& AAPL Welcome Great Potential!

BTC, META, .SPX, NVDA& AAPL Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Apple(AAPL)$ has been lagging badly, no secret there.But July might change the narrative.It’s closed higher 93% of the time over the past 15 years, averaging a 7.2% gain.By far its strongest month. 🍏Image2. $NVIDIA(NVDA)$ Let the good times roll. 🥇Image3. $S&P 500(.SPX)$ You only needed one line to catch every major bottom over the last five years.Amazing. Image4. $Meta Platforms, Inc.(META)$ has been a TA masterpiece off the lows. 🧑‍🎨Image5. $Bitcoin(BTC.USD.HKCC)$ Ok stock bulls, you had you
BTC, META, .SPX, NVDA& AAPL Welcome Great Potential Here!
$Alphabet(GOOG)$ GOOG dominates with ​Search’s 91175B ad revenue) while accelerating in AI monetization (Gemini integration driving 25%+ CPC growth YoY). YouTube Shorts now hits ​​100B daily views​​, fueling ads recovery.Critical growth engines:• ​​Google Cloud (Q1’24 +28% YoY)​​ turning profitable ($1B operating income)• ​​AI leadership​​: Vertex AI adoption (70% of GenAI start-ups using GCP)• ​​Margins expanding​​: Operating margin hits 30% (vs. MSFT 43% but faster improving)
$Intel(INTC)$ Last time it pumped and dumped on a fake rumor. Even if it dumps now I'm still bullish, it seems like it's reacting better to the rest of the market. H2 is when we can start to hear news of deals coming through. for now i'll wait for a better re-entry[Smart][Smart]
$NVIDIA(NVDA)$ Hello beautiful LONGS! Amazing strength in NVDA! I went away for a little over a week and come back to a 10 point gain in that time frame! LFG NVDA! Funny that we still have select shorts on here babbling... You have zero positions left Shorties! Paying interest to hold and lose money - Horrible investment advice! NVDA going to 200![Lovely][Lovely]
$Strategy(MSTR)$ End of month, end of 2nd quarter, and half year, plus yearly rejuggling of russell funds, makes for a very interesting Friday for sure as far as PLTR is concerned!![Smart][Smart][Smart]This will be great for Palantir, as the European markets have been slow to adopt AIP. The halo effect for European commercial markets could be a huge boon for PLTR!
$Apple(AAPL)$ is very reasonably priced now. No doubt, they are working feverishly on AI and given their immense resources, will soon come out with amazing changes that blend seamlessly with all their existing products, just as they have done numerous times before. Apple owns mobile computing, so ultimately they will be a big winner from AI. Now is the time to buy big.[Smart][Smart][Smart]
$Microsoft(MSFT)$ I have a very long hold with MSFT, decades. I am seeing it as an active volcano right now ready to erupt. By history, when it happens it splits. However, it will after it passes $1K.IMHO[Smart][Smart][Smart]If 2024 was a period of consolidation for MSFT, the past two months has been the predictable break out, driven by positive earnings and a bright future.
$Amazon.com(AMZN)$ AMZN Long and Strong! Patience is the key! I knew I made the right move buying this 2 and 1/2 years ago when it was just below $100 a share. that was a good discount buy!The stock still has huge potential to buy!![Smart][Smart] Go go go!!!

BABA, JD, PEP, BTC& AMD Welcome Great Potential to BUY!

Hello everyone! Today i want to share some technical analysis with you!1. $Advanced Micro Devices(AMD)$ Breaking out on the monthly candle chart.Image2. $Bitcoin(BTC.USD.CC)$ A hard "launch" off the volume shelf potentially on the horizon. Image3. $Pepsi(PEP)$ This is about as tight as it gets.Image4. $JD.com(JD)$ China may be ready to go again.Image5. $Alibaba(BABA)$ Round 3 on the horizon?ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ET
BABA, JD, PEP, BTC& AMD Welcome Great Potential to BUY!

HOOD, SPY, QQQ, SNOW& PEP Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ High timeframe candle closures.They tell you more than most headlines. 🔮 Image2. $Pepsi(PEP)$ Multi-year Volume PoC, valuation at record low levels...Is PepsiCo a bargain here? 🥤Image3. $Snowflake(SNOW)$ Is it time to have a conversation about SNOW? ❄️Image4. $Robinhood(HOOD)$ Robinhood back at all-time highs, now with 2x the quarterly revenue. 💸Image5. $Invesco QQQ(QQQ)$ approaching ATHs as it heads into one of its strongest months. 👀Since inception in 1999:• 69% win rate wi
HOOD, SPY, QQQ, SNOW& PEP Welcome Great Potential Here!
$Intel(INTC)$ Almost all key measures of INTC for to bound back are getting better under Tan leadership. It is no doubting that INTC will be a big player in AI space. Once it crossed 24, north of 30 like a walking in a park. This gem has a potential of 10x in 3 to 4 years is quite possible. INTC will be the story of yr end 2025 and and at least a few yrs after.[Smart][Smart][Smart]
$Alphabet(GOOG)$ As with waymo, I'm excited about the progress waymo is making, esp into nyc, as well as partnership with toyota for personal robotaxis. Google just sells self driving software, highly profitable with no big cap ex needed like $Tesla Motors(TSLA)$ .[Smart][Smart]
$NVIDIA(NVDA)$ Wait for the pm buyback rip. I’m thinking NVDA pick up about $25 billion worth this pm before the ATH rip tommorrow after amazing news and guidance raises at the shareholder meeting. My take we close Wednesday above $155.[Great][Great][Great]
$Palantir Technologies Inc.(PLTR)$ PLTR is primed for multi−year growth. Its​ AIP platform ​unlock senter prise AI adoption, driving​ 4010B+ TTM bookings, anchored by classified contracts like Army’s TITAN.Palantir’s ​​"OEM-like" software model​​ (low incremental costs) fuels operating leverage, guiding for 35%+ annual earnings growth through 2025. Valuation remains discounted vs. AI peers at ​​20x forward P/E​​ given sticky contracts and $4B cash.
$Apple(AAPL)$ remains a core holding for the future. iPhone’s resilient 15−series demand (especially in emerging markets) anchors growth, while Services now hits​∗∗​100B+ annual revenue​​ (25% margin vs. hardware’s 35%). With 2.2B active devices, Apple creates ​​recurring revenue moats​**​ via subscriptions (1B paid subs) and ecosystem lock-in.Upcoming catalysts:• ​​Vision Pro’s enterprise adoption​​ (20K+ early units to devs)• ​​Generative AI integration​​ across iOS 18/Siri• ​​India expansion​​ (15% YoY iPhone growth)[Smart][Smart][Smart]
$Microsoft(MSFT)$ is a beast and will continue to be a beast for several years. Buy the dips and hold long!like I said, every time it b/o this resistance line, it runs 50-120%…. No exception this time…. Looking to be THE leader of tech into second half of 2025…. 500 incoming soon…… then measured move at 512 536 552 possible…..[Smart][Smart]
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