Hello everyone! Today i want to share some AI investing strategies with you!1.Peter Thiel explains why we have to innovate more on hardware.In the last 40 years, most innovation happened in the digital world, while the physical world was ignored.We can't continue like this anymore.If we want to go further in the digital world, in the world of AI, we need hardware.We need better chips, better networking, better switches, etc. In short, we need innovation in physical things, in hardware.The next 4-5 decades will be shaped by proprietary hardware products that power AI systems across the world, just as CPUs shaped the world in the four decades following the internet's invention. $ASML Holding NV(ASML)$ and $Taiwa

Daniel & I dove into four big themes:1. $Taiwan Semiconductor Manufacturing(TSM)$ earnings reset the AI narrative. When the company that actually builds the silicon says demand is still outrunning supply then it confirms AI is already a real business with real demand. We break down what that means for the AI Utility trade in $IREN Ltd(IREN)$ , $NEBIUS(NBIS)$ & $Cipher Mining Inc.(CIFR)$ .2. A SpaceX IPO would force a repricing of space infrastructure. That has major implications for $Rocket Lab USA, Inc.(RKLB)$ building end-to-end space logistics,

Hello everyone! Today i want to share some techncial analysis with you!1. $Palantir Technologies Inc.(PLTR)$ Are you nervous, anon? Image2. $Hims & Hers Health Inc.(HIMS)$ When the moment comes, Sidekick will let you know.Image3. $Silver - main 2603(SImain)$ Send it to $100 per ounce for the meme Image4. $Rocket Lab USA, Inc.(RKLB)$ | $AST SpaceMobile, Inc.(ASTS)$ One down, one to go. 🚀Image5. $Exxon Mobil(XOM)$ "The bigger the base, the higher in space"This one took three years to build. ImageFor SG users only, Welcome to open a

The Fed has just cut interest rates again and signaled another rate cut next year.Here are 10 stocks that'll benefit from lower rates: 🧵1. $Pagaya Technologies Ltd.(PGY)$ - Leading second-look lending network.- Expanding into auto loans and BNPL.- Markdowns are normalizing.Analysts expect 17% growth next year, but it's too low in my opinion. It can do way better in a lower-rate environment.It's an asymmetric opportunity at 15x earnings, given that estimates are likely too low.Image2. $Upstart Holdings, Inc.(UPST)$ - Leading AI-powered lending marketplace.- Originations grew 80% YoY, reaching $2.9 billion.- It's trading at 15x 2027 earnings despite strong growth.It got sold off after Q3 results because inve

$Amazon.com(AMZN)$ is the cheapest mega-cap stock now.The stock has been flat since last December despite accelerating AWS growth and expanding profit margin.I think it can easily double from here in the next 5 years.Here is my AMZN investment thesis: 🧵1/ AMZN has a strong market position in three fast-growing markets:- Online shopping- Cloud computing - Digital advertisingIt is the market leader in cloud and e-commerce and the third largest digital advertiser in the world.All these segments are still growing fast.Image2/ Let's start with cloud computing, Amazon's cash cow.AMZN is the leader in the global cloud business with 29% market share, while MSFT is at 22% and $GOOG is at 13%.It looks like Amazon's market share is trending down here, but it

Hello everyone! Today i want to share some trading skills with you!1. $Rocket Lab USA, Inc.(RKLB)$ Clean breakout. Clear fib target.Sidekick handles the rest. Image2. $PayPal(PYPL)$ has been dead money.Which is exactly why this wedge matters.If it breaks on volume, Sidekick pings it.If not, we move on.Image3. $iShares Russell 2000 ETF(IWM)$ Explosive moves start when timeframes align.Sidekick alerts you the instant daily, hourly, and intraday flip together.One prompt. Full coverage. Image4. $SUPER MICRO COMPUTER INC(SMCI)$ Falling wedge + Bull RSI divergence.Best duo since PB&J.Image5.

Hello everyone! Today i want to share some trading skills with you!1.Ending or Leading? $S&P 500(.SPX)$ (1) if it is ending diagonal, then the red path is a standard retrace path, getting back to its origin in a hurry. (2) if it is a leading diagonal, then SPX-7300 should be a normal target, but--you have to stretch your imagination to maximum.(3) DTK still redImageFor SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility NowFind out more here.Complete your first Cash Boost Account t

Hello everyone! Today i want to share some technical analysis with you!1. $Oklo Inc.(OKLO)$ has been known to let it fly off the 200-day.Image2. $Figure Technology Solutions(FIGR)$ Recent IPO breaking to new highs on the highest volume since going public.Welcome to the watchlist ✅ Image3. $Invesco QQQ(QQQ)$ JOLTs on Wednesday.Non-farm payrolls Friday.One of them breaks the triangle.Image4.🚨 BREAKING: $Zeta Global Holdings Corp.(ZETA)$ just announced a partnership with OpenAI to power Athena, its enterprise AI marketing agent.Image🟢 +11% after hours5. $Oscar Health, Inc.(OSCR)$ Av

Hello everyone! Today i want to share some trading ideas with you!THE 8 LAYERS OF THE REAL-WORLD AI BOOM1. $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , $ASML Holding NV(ASML)$ , $ARM Holdings(ARM)$ & $Broadcom(AVGO)$ design & manufacture the processors that AI models run on.2. Those chips only work at scale because of networking & optics where $Arista Networks(ANET)$ , $Credo Technology Group Holding Ltd(CRDO)$ , $Ciena(CIEN)$ ,

Hello everyone! Today i want to share some technical analysis with you!1. $Tesla Motors(TSLA)$ Breakout buyers crushed.Now it’s a support test.Let’s see who gets paid. Image2. $Robinhood(HOOD)$ The October 10th massacre didn't just break crypto. Image3. $Apple(AAPL)$ You buying this retest? Image4. $Lockheed Martin(LMT)$ Who says Trump markets aren't fun? 🎢Image5. $Invesco QQQ(QQQ)$ Diamonds are forever 💎Image6. $Alphabet(GOOG)$ New Year, Same 💚 Since IPO, the stock has a 82% win rate in January with an avg return of +4.5%ImageFor SG user

Hello everyone! Today i want to share some trading ideas with you!1. $NVIDIA(NVDA)$ frames physical AI around three computers: one to train models, one to run real-time inference & one to simulate outcomes before actions are taken.2. $NVIDIA(NVDA)$ CEO Jensen Huang said the first full-stack autonomous vehicle built on Nvidia’s platform will be on U.S. roads in Q1 2026.He added there is “no doubt” this becomes one of the largest robotics industries in the world.3.NVDA CEO Jensen Huang just announced Alpamayo which he calls the world’s first thinking and reasoning model built for autonomous vehicles.By open sourcing the Alpamayo stack, Nvidia is pushing self driving forward as a category after years of

Hello everyone! Today i want to share some trading ideas with you!1.EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED• Upstream you have the uranium miners & fuel processors like $Cameco(CCJ)$ , $Energy Fuels(UUUU)$ & $Centrus(LEU)$ that feed the entire system.• Midstream you have the reactor & SMR builders like $NuScale Power(SMR)$ , $Oklo Inc.(OKLO)$ , $BWX Technologies Inc(BWXT)$ & $NANO Nuclear Energy Inc(NNE)$ turning that fuel into deployable nuclear capacity.• Downstream

AI Chips• $Broadcom(AVGO)$ helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing• $Taiwan Semiconductor Manufacturing(TSM)$ only foundry currently capable of producing Google’s leading-edge TPUs at scale with acceptable yields.• $ARM Holdings(ARM)$ licenses the CPU architecture Google uses alongside TPUs for AI inference & control• $Cadence Design(CDNS)$ sells the software Google uses to design each new generation of AI chips• $Synopsys(SNPS)$ provides chip testing/ IP so Google can ship complex TPUs without failures•

MY 3 THOUGHTS ON $Oracle(ORCL)$ EARNINGS1. Revenue missed at the worst possible momentOracle is trying to convince the market it is becoming a top-tier AI infra supplier but another revenue miss in an environment where AI spend is exploding tells investors the monetization curve still isn’t matching the bookings narrative.2. Margins compressed right as the company needs to fund multi-gigawatt buildoutsCapex pushed past $20B in six months, FCF swung from +$11B to –$13B, cloud expenses jumped 45%, and Oracle is carrying $120B+ of debt with $25B due in three years. This is real financial strain. 3. Oracle as a high-beta, high-capex AI buildout storyRPO hitting $523B is incredible but the equity is now a bet that Oracle can• build capacity faster than