$NVIDIA(NVDA)$  has been at the forefront of the artificial intelligence (AI) revolution thanks to its powerful graphics processing units (GPUs), which have allowed companies and governments around the globe to train and deploy AI models and applications.The semiconductor giant literally kicked off the AI craze with its A100 GPUs, which were used to train ChatGPT. Since then, multiple AI models from several companies have been trained and brought into production with Nvidia's chips. In fact, Nvidia continues to dominate the AI chip market even now, establishing a big lead over its rivals.Nvidia's AI-fueled growth has powered a massive surge in its stock price in the past three years. The stock remains a solid bet even after its phenomenal run

Here’s the evolving list of the non-Mag 7 companies we at It see as building critical leverage across the AI stack -- with the top 3 AIRometer scores dropping later today:Control layer: $Advanced Micro Devices(AMD)$ , $ARM Holdings(ARM)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , $Broadcom(AVGO)$ , $ASML Holding NV(ASML)$ , $Qualcomm(QCOM)$ , $Micron Technology(MU)$ , $Cisco(CSCO)$ Operating layer: $Palantir Technol

$Oracle(ORCL)$ Total Revenue: $15.9B (+11% YoY)Cloud Revenue (IaaS + SaaS): $6.7B (+27% YoY)Cloud Infrastructure (OCI / IaaS): $3.0B (+52%)Cloud Applications (SaaS): $3.7B (+12%)GAAP EPS: $1.19 | Non-GAAP EPS: $1.70Net Income: $3.4B GAAP | $4.9B Non-GAAPOperating Cash Flow (FY): $20.8B (+12%)🔹 Full Year FY25 PerformanceTotal Revenue: $57.4B (+8% YoY)Cloud Services & License Support: $44.0B (+12%)GAAP Net Income: $12.4B | Non-GAAP Net Income: $17.3BFree Cash Flow (Q4): -$394M, due to $21.2B in CapExRPO (Remaining Performance Obligations): $138B (+41%)“FY25 was a very good year, but we believe FY26 will be even better,” said CEO Safra Catz. “We expect our total cloud growth rate will increase from 24% in FY25 to over 40% in FY26... Cloud Infrast

Hello everyone! Today i want to share some trading ideas with you!1. $ARM Holdings(ARM)$ CEO RENE HAAS: UK & EUROPE LACK ENERGY TO SCALE AIHow do we solve this? • $Cameco(CCJ)$ uranium supply• $Constellation Energy Corp(CEG)$ carbon-free baseload• $Vertiv Holdings LLC(VRT)$ power + cooling systems• $Oklo Inc.(OKLO)$ micro-nuclear for edge compute• $NANO Nuclear Energy Inc(NNE)$ renewable grid expansion• $Navitas Semiconductor Corp(NVTS)$ chip-level power efficiencyImageFor whom haven't open CBA

We can no longer say AI hasn’t made a dent in $Alphabet(GOOG)$ search dominance.It made a dent. ChatGPT now has 6.2% of market share in search, while Google’s share declined from 98% to 92% in a year.In the next decade, monetization of search as we know it today will be largely irrelevant.The question is, whether GOOG will be able to make up for the lost revenue from Cloud and AI applications.We can assume that Google Cloud will reach AWS’ current run rate in 4 years.This will value it around $1 trillion and another $1 trillion market cap will come from Youtube and Google services.If search generates half of the revenue it’s generating today five years later and AI generates quarter of the current search revenue, we will have another $270 billion

Hello everyone! Today i want to share some trading ideas with you!1. $Hims & Hers Health Inc.(HIMS)$ hasn’t agreed to drop compounded GLP-1 to land $LLY deal.Absolutely the right decision!!Others basically agreed to become e-commerce platforms.They will sell all branded products and try making money on margins. Good luck with that. $Hims & Hers Health Inc.(HIMS)$ , on the other hand, sticks with the mission.It already has $Novo-Nordisk A/S(NVO)$ on the commercial side for branded drugs. Though people largely ignore, Novo’s pipeline is actually better than that of Lilly’s.On the personalized side, it keeps offering personalized doses of compounded semagluti