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.

SOFI& OSCR: The Outperformed Stock

1. $SoFi Technologies Inc.(SOFI)$ is about to break above $20 pre-market.It’s just the beginning, growth will accelerate:- Crypto trade is coming.- Level 1 options are coming.- Lending will accelerate with rate cuts.- They are fixing the credit card business.$25 before year end is within reach.2.Why $Oscar Health, Inc.(OSCR)$ is such a big deal?The risks are clear and well-known: Expiring subsidies, possible repeal of ACA.The management expects $2 EPS even if the subsidies expire, so that’s not fatal.Full repeal of ACA is highly unlikely as it’s now entrenched with more than 40 million people benefiting from programs.For this risk profile, you get an incredibly asymmetric deal at 8 times 2027 earnings.It
SOFI& OSCR: The Outperformed Stock

SOFI, NKE, OKLO, AMD& ASAN Welcome Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you!1. $Asana, Inc.(ASAN)$ Massive base. On the road to profitability.And CEO Dustin Moskovitz can’t stop buying.ASAN is getting interesting to say the least.Image2. $Advanced Micro Devices(AMD)$ Run it back turbo 🔂Image3. $Oklo Inc.(OKLO)$ bout to go LOCO again? ☢️Image4. $Nike(NKE)$ Are we actually so back this time...? 👀Image5. $SoFi Technologies Inc.(SOFI)$ cup overflowing into new 52-week highs. ☕️ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,00
SOFI, NKE, OKLO, AMD& ASAN Welcome Great Potential to Buy!
avatarTrendSpider
07-07 13:07

CCJ, CRM, CRWV, DAL& AAPL Welcome Great Recovery Now!

Hello everyone! Today i want to share some technical analysis with you!1. $Apple(AAPL)$ Best month of the year, right after a quarter of underperformance…Are the stars finally aligning for AAPL? ✨Image2. $Delta Air Lines(DAL)$ All cleared for takeoff?🛫Image3. $CoreWeave, Inc.(CRWV)$ CoreSqueeze. ™️ Image4.Spring loaded. $Salesforce.com(CRM)$ 🍋Image5. $Cameco(CCJ)$ Are you noticing a pattern here? 🚩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
CCJ, CRM, CRWV, DAL& AAPL Welcome Great Recovery Now!
avatarOguzO Capitalist
07-06 03:58

OSCR: I don’t Own Enough OSCR.

1. $Oscar Health, Inc.(OSCR)$ was down 20% last week due to Medicaid cuts it has no exposure to whatsoever.Meanwhile OSCR in Q1 2025:- Added 300,000 members.- Revenues grew by 40% YoY.- Net income grew by 55% YoY.It’s trading at 8 times 2027 earnings.I don’t own enough OSCR.Image2.This is the most bullish thing I have recently seen for $Lemonade, Inc.(LMND)$ .They are reducing quota-share reinsurance.This means that they are more confident in their underwriting.If these policies perform as they expected, their bottom line will improve drastically.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,
OSCR: I don’t Own Enough OSCR.
avatarShayBoloor
07-06 03:55

5 SMALL-CAP NAMES I’M MOST EXCITED ABOUT RIGHT NOW

5 SMALL-CAP NAMES I’M MOST EXCITED ABOUT RIGHT NOW1. $Rocket Lab USA, Inc.(RKLB)$ -- Future of Space Logistics2. $AST SpaceMobile, Inc.(ASTS)$ -- Bridging Global Connectivity from Space3. $Eos Energy Enterprises Inc.(EOSE)$ -- American Battery Vault of the Energy Grid4. $Navitas Semiconductor Corp(NVTS)$ -- Power Switch for the AI Age5. $Archer Aviation Inc.(ACHR)$ -- Platform for Urban Air Mobility2. $Alphabet(GOOGL)$ OWNS THE ATTENTION STACKGoogle & YouTube pull more traffic than the rest of the top 20 combined. And yeah -- ChatG
5 SMALL-CAP NAMES I’M MOST EXCITED ABOUT RIGHT NOW

OSCR: Here is Why it's an Asymmetric Opportunity Now

$Oscar Health, Inc.(OSCR)$ was a market darling a week ago, but everybody is dumping the stock now.Yet, nothing has changed in the business fundamentals.Here is why it's an asymmetric opportunity now: 🧵1/ $Oscar Health, Inc.(OSCR)$ is a healthcare disruptor.Americans have the lowest life expectancy among the developed nations despite having the best hospitals.The reason is that the US healthcare system is broken. Hear it from the OSCR founder:2/OSCR is revolutionizing the US healthcare system.It built a direct-to-consumer health insurance platform. Its mobile application manages onboarding, benefits, and claims.This model reduces agency costs and enables it to offer cheaper premiums.Image3/ OSCR focuses o
OSCR: Here is Why it's an Asymmetric Opportunity Now
avatarTrendSpider
07-06 03:15

RGTI, DDOG, TSLA, IONQ& U Enjoy Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you!1. $Unity Software Inc.(U)$ I've got my eyes on U. 👀Image2. $IONQ Inc.(IONQ)$ What do you see? ☕️Image3. $Tesla Motors(TSLA)$ The most traded price on TSLA over the last 5 years?$250.That’s your battleground.Image4. $Rigetti Computing(RGTI)$ Tick tock. 💣Image5. $Datadog(DDOG)$ Highest weekly volume ever after getting added to the S&P 500?Good dog. 🐶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,
RGTI, DDOG, TSLA, IONQ& U Enjoy Great Upward Momentum!

POLYMARKET ODDS SURGE TO 94% CHANCE OF NO RATE CUTS IN JULY AFTER STRONG JUNE NFP BEAT

Hello everyone! Today i want to share some trading ideas with you!1. $S&P 500(.SPX)$ POLYMARKET ODDS SURGE TO 94% CHANCE OF NO RATE CUTS IN JULY AFTER STRONG JUNE NFP BEAT -- 147K JOBS VS 110K EXPECTEDImage2.US LIFTS CHIP SOFTWARE CURBS ON CHINAIn a trade truce move, the US reversed May restrictions on chip design tools, with $Synopsys(SNPS)$ & $Cadence Design(CDNS)$ resuming sales to China. In return, China will review rare earth export applications.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 ETFs unlimitedly!Find
POLYMARKET ODDS SURGE TO 94% CHANCE OF NO RATE CUTS IN JULY AFTER STRONG JUNE NFP BEAT

BULL, BTC, HOOD, SPY& AMZN Welcome Great Potential Now!

Hello everyone! Today i want to share some technical analysis with you!1. $Amazon.com(AMZN)$ If someone could ask Bezos to stop dumping hundreds of millions in AMZN every time it tries to break out, that’d be great.Image2. $SPDR S&P 500 ETF Trust(SPY)$ Two years straight.Buy the dip bros on 🔝Image3. $Robinhood(HOOD)$ Despite HOOD's parabolic run, the stock has become increasingly cheaper to own.Earnings growth > Stock price appreciation.Image4. $Bitcoin(BTC.USD.CC)$ Bitcoin planning its own firework show this weekend?🎆Image5. $Webull Corp(BULL)$ When the suits are aw
BULL, BTC, HOOD, SPY& AMZN Welcome Great Potential Now!

IWM, OSCR, CMG, SMH& AMD Welcome Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you!1. $Advanced Micro Devices(AMD)$ First signs of a pullback are underway on AMD.Watching the 200-day to act as support from below 🔎Image2. $VanEck Semiconductor ETF(SMH)$ Semiconductors are as good as gold. 🥇The last 50/200 SMA cross kicked off a +137% melt-up.Image3. $Chipotle Mexican Grill(CMG)$ Would you like guac on that bowl? 🌯Image4. $Oscar Health, Inc.(OSCR)$ The meteoric rise of OSCR wasn’t without warning.The signs were there early, and they’re showing up in small caps every day.Image5. $iShares Russell 2000
IWM, OSCR, CMG, SMH& AMD Welcome Upward Momentum!

HERES MY FOX BUSINESS SEGMENT

Hello everyone! Today i want to share some trading ideas with you!HERES MY FOX BUSINESS SEGMENT • $Tesla Motors(TSLA)$ -- Physical AI OS • $Palantir Technologies Inc.(PLTR)$ -- Enterprise AI OS • $CrowdStrike Holdings, Inc.(CRWD)$ -- AI Guardian• $Axon Enterprise, Inc.(AXON)$ -- Public Safety Control Center • $Snowflake(SNOW)$ -- AI Data Liquidity Layer• $Cloudflare, Inc.(NET)$ -- Modern Internet Gatekeeper• $MongoDB Inc.(MDB)$ -- AI-Powered Apps DatabaseFor whom haven't open CBA can know more fr
HERES MY FOX BUSINESS SEGMENT

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

DLO is a 10x Opportunity Everybody Ignores

$DLocal Limited(DLO)$ is a 10x opportunity everybody ignores.Transaction volume is skyrocketing, margins are stabilizing, and it's rapidly expanding into new markets.Here is my full investment thesis: 🧵2/ DLocal is a payment service provider that brings together many payment methods.In developed countries, credit cards are the preferred payment method; in emerging markets, credit card penetration remains low.This puts a drag on digital payments.DLO solves this problem:3/ DLocal integrates with local payment service providers.This way, a merchant can accept Pix payments from Brazil, OXXO from Mexico, and Pago Efectivo from Ecuador, and many other methods through one API.This way, merchants can effortlessly sell in many emerging markets.Image4/ It ra
DLO is a 10x Opportunity Everybody Ignores
avatarAI_Dig
06-24

AI Stocks Face 'Show Me' Moment: Agent Battle For Consumers Heats Up

The landscape of top artificial intelligence stocks has shifted in 2025 with investors focused on new plays such as $CoreWeave, Inc.(CRWV)$ . While semiconductor stocks once ruled as the best AI stocks, more software companies are emerging, with $Snowflake(SNOW)$ up 37% this year.To be sure, top AI stocks such as $Microsoft(MSFT)$ and  $NVIDIA(NVDA)$ face high expectations. For many companies — such as Google parent $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$ and Facebook parent $Meta Platforms, I
AI Stocks Face 'Show Me' Moment: Agent Battle For Consumers Heats Up

Here are My Top 10 Ideas for Companies with the Strongest Moats

Gold is at all-time highs, oil is rallying due to the military conflicts, and many companies are getting disrupted by AI.It's more important than ever to own heavy moat companies.Here are my top 10 ideas for companies with the strongest moats:1. $Amazon.com(AMZN)$ Competitive Moat: Amazon is an ecosystem of integrated tech businesses.Its marketplace receives more than 300 million monthly visits. This creates a flywheel:- High traffic attracts more sellers to the platform.- More sellers mean competition and lower prices.- Lower prices attract even more traffic.It has spent decades and tens of billions of dollars to create the e-commerce infrastructure to support this.An average Amazon distribution center costs $250 million to build, and Amazon has
Here are My Top 10 Ideas for Companies with the Strongest Moats
avatar8899Nar
06-24

TMDX: Huge Potential To Buy!

1) $TransMedics Group, Inc.(TMDX)$ stock is up 2x from recent bottomIn this thread I'll explain you why it remains my second biggest position🧵Image2) For those unfamiliar with the company, TransMedics has developed a groundbreaking technology to improve organ transplant procedures by preserving hearts, lungs, and livers in specialized boxes that keep the organs alive outside the body.Image3) The company has also built an integrated service around this innovation, deploying its own logistics fleet and a team of medical experts to offer a comprehensive, end-to-end solution.Image4) This turnaround comes after a sharp deceleration in growth reported in Q3 of last year, which was followed by a short-seller report that further pressured the stock.5) Des
TMDX: Huge Potential To Buy!

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
avatarAI_Dig
06-19

7 Artificial Intelligence Stocks That Could Supercharge Your Portfolio

Key PointsThe AI market is on track to soar to more than $2 trillion by 2030, unlocking major opportunities beyond traditional chip stocks.These seven companies are applying AI to real-world challenges in cloud infrastructure, logistics, and automation.Each stock provides a distinct angle on the AI revolution, offering early-stage exposure as the technology moves into broader adoption.The artificial intelligence (AI) revolution is transforming entire industries at an unprecedented pace. While analysts project that the global AI market will grow to over $2 trillion by 2030, we're still in the early stages of this technological transformation. From automating warehouse operations to revolutionizing healthcare diagnostics, AI is creating unprecedented opportunities for investors willing to lo
7 Artificial Intelligence Stocks That Could Supercharge Your Portfolio
avatarAI_Dig
06-17

My Top 5 AI Stocks to Buy Before the Second Half

Key PointsAI stocks drove market gains over the past two years, but earlier this year they led declines.Investors, worried about the potential impact of import tariffs on the economy, avoided growth stocks.Since, pressure has eased, opening up the door to more possible gains for AI players.The first half of the year was a turbulent one for stocks in general amid concern President Trump's planned import tariffs would hurt the economy. And this problem weighed most heavily on stocks that depend on growth and investment -- such as those in the field of artificial intelligence (AI).These particular players led indexes higher over the past two years on optimism about spending and the technology's potential, but they lost momentum in March and April. Since, though, the U.S. has made progress on
My Top 5 AI Stocks to Buy Before the Second Half

Trading Ideas: UBER, TSLA& GOOG

1. $Tesla Motors(TSLA)$ robo-taxi thesis relied on the assumption that it would have launched before others and collect monopoly rents for at least a few years.It has finally launched it but $Alphabet(GOOG)$ Waymo is already in the market and now $Amazon.com(AMZN)$ is also launching its robo-taxi business ZOOX later this year in Las Vegas.It’s already a competitive market, and no single provider is likely to dominate it.Just think about how long will it take scaling from this little area in Austin to the whole world?Where will $Uber(UBER)$ be at that time if it extends its partnership with other providers to enter other
Trading Ideas: UBER, TSLA& GOOG
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