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.

OSCR: Why I don't Own it?

I see a lot of messages asking if I own $Oscar Health, Inc.(OSCR)$ . I don’t.I’m a thematic investor. I focus on sectors where I have deep conviction -- where the outcomes feel exponential, not incremental. That usually means AI infra, space, quantum, data platforms, automation layers. Insurance has never really fit that profile for me. It’s complex, low-margin, and full of incumbents that win by being opaque, not efficient.But here’s the thing -- I still track Oscar. Closely.Because every now and then, a company shows up in a broken system and actually tries to fix it. With software that nudges human behavior in the right direction -- like routing members away from the ER and toward urgent care. Or matching patients to lower-complication provider
OSCR: Why I don't Own it?

NIO, BABA, JD, AAPL& TSLA Enjoy Great Prosperity NOW!

Hello everyone! Today i want to share some technical analysis with you!1. $NIO Inc.(NIO)$ Nearing the September '24 pivot VWAP zone which was been the main level of resistance over the last 10 months. A break & close above would be a huge change in the status quo here.Image2. $Tesla Motors(TSLA)$ Coiled up like a spring.Image3. $Apple(AAPL)$ Bull flagging into the volume shelf. Generally a very bullish setup.Image4. $Alibaba(BABA)$ Extremely similar setup to earlier this year... same seasonal strength as January as well...Image5. $JD.com(JD)$ Volume gap up to $40...ImageFor who
NIO, BABA, JD, AAPL& TSLA Enjoy Great Prosperity NOW!

ETH, PLTR, RIOT, AAPL& AMD Welcome Upward Momentum Now?

Hello everyone! Today i want to share some technical analysis with you!1. $Riot Platforms(RIOT)$ Have you ever seen a more beautiful monthly setup?🤤Image2. $Apple(AAPL)$ Lagging the mega-caps.Down 15% YTD.Just 8.5% odds of reclaiming the top spot.Has sentiment on AAPL hit rock bottom yet?Image3. $Advanced Micro Devices(AMD)$ Only two insider buys on AMD in the past year, both timed near the bottom.There’s a lesson in there. 💸Image4. $Palantir Technologies Inc.(PLTR)$ Lofty valuation.Insiders dumping.Still no brakes on this train. Image5. $Ethereum(ETH.USD.CC)$ Ethereum havi
ETH, PLTR, RIOT, AAPL& AMD Welcome Upward Momentum Now?

The Nvidia-TSMC Connection

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha
The Nvidia-TSMC Connection

Here is Why UNH is an Asymmetric Opportunity Now

1/ $UnitedHealth(UNH)$ is one of my highest conviction stocks for the next 5 years.It is an easy 3x from the current levels.Here is why UNH is an asymmetric opportunity now: 🧵2/ $UnitedHealth(UNH)$ is dominating healthcare in the US.As a group, UnitedHealth owns:- Largest health insurer in the US- Largest care delivery network- Largest pharmacy benefit managerThese businesses are integrated under one roof, making it a vertically integrated giant.Image3/ Its vertical integration allows it to keep more money in the system compared to the competitors.Clients pay policy premiums to UnitedHealthcare.When they need health services, they primarily use Optum.UnitedHealthcare pays Optum, thus UNH group avoids premiu
Here is Why UNH is an Asymmetric Opportunity Now

GOOGL FEELS A LOT LIKE MSFT IN 2013

$Microsoft(MSFT)$ Everyone keeps parroting the idea that AI is going to kill Google Search.Sure -- the era of printing cash off blue-link ads is winding down. That part’s real.But $Alphabet(GOOG)$ isn’t just a search engine. It’s the OS of the digital workday: Gmail, Docs, Sheets, Meet, Drive, Chrome, Android. That’s where people live -- and Gemini is being quietly embedded into every inch of that stack.The shift from clicks to tokens is already underway:• Gemini costs $20–30/user/month in Workspace. Flat-rate for now, but you think usage-based pricing isn’t coming?• Vertex AI? Already monetized per token.• Gemini for Ads? Actively testing AI-generated copy, headlines & creative -- every variation = t
GOOGL FEELS A LOT LIKE MSFT IN 2013

HOW I BUILT A 96% CAGR SMALL-CAP PORTFOLIO

The small-cap world is full of noise -- pump-and-dumps, zero-revenue shells, Discord-driven hype cycles. Fundamentals get ignored, and what passes for “research” is often just recycled speculation. No institutional-lever research. No framework for finding what actually matters.That’s why I launched this portfolio three years ago -- to chase momentum or spin up a content engine, but to bring real structure to a chaotic corner of the market. I wanted to treat sub-$4B companies with the same rigor you'd expect further up the cap stack. A roadmap for how to find the ones that actually build -- with real product, real IP, and long enough runways to become foundational.This was never about “what’s hot.” It was about “what lasts.” I wasn’t looking for names that could just go up -- I was looking
HOW I BUILT A 96% CAGR SMALL-CAP PORTFOLIO

HSI, .SPX, BABA, JD& SBET Welcome Recovery Momentum!

Hello everyone! Today i want to share some technical analysis with you!1. $SharpLink Gaming(SBET)$ Talk about a launchpad...This could potentially pull an SBET type move.Image2. $JD.com(JD)$ Beautiful setup on the monthly candle.Image3. $Alibaba(BABA)$ When in doubt, zoom out.Image4. $S&P 500(.SPX)$ Weekend update. After a slight pullback today from the open, we are back to pretty much even on the day. Overall, a daily close above the previous high of $627.86 technically triggers the next upside target which is the 1.618 extension of the July 15-16th measured move at $633.92. The weekly candle chart is showing a volume
HSI, .SPX, BABA, JD& SBET Welcome Recovery Momentum!

BA, MP, GOOG, AMZN& OKLO Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you!1. $Oklo Inc.(OKLO)$ Setup just keeps looking better and better. 🤩Image2. $Amazon.com(AMZN)$ Wicks do the damage, bodies tell the story. Image3.Another bear trap loading? 🐻🪤 $Alphabet(GOOG)$ | $NVIDIA(NVDA)$ Image4. $MP Materials Corp.(MP)$ Back-to-back highest volume weeks ever.Does this move look finished to you? 🚀Image5. $Boeing(BA)$ +6-year triangle breakout, anyone? 🛫ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of u
BA, MP, GOOG, AMZN& OKLO Enjoy Great Potential to Buy!

Here is my Full ASML Investment Thesis

$ASML Holding NV(ASML)$ was once a market darling, but now it gets garbage treatment.Yet, its order book has reached all-time highs, the business is still growing fast, and it's heavily buying back stock.Here is my full ASML investment thesis: 🧵1/ASML is a pure blood monopoly.It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips.Foundries like $Taiwan Semiconductor Manufacturing(TSM)$ use these machines to embed microscopic circuits into silicon.2/ ASML controls %100 of the global EUVL market.ASML started in collaboration with Intel back in the 1990s.It took 20 years to make a working prototype.An EUVL machine takes: - Four months. - 1
Here is my Full ASML Investment Thesis

PENTAGON ACCELERATES DRONE DEVELOPMENT

18 U.S. prototypes built in 18 months -- a major leap from the typical 6-year cycle.Names to watch:1. $Archer Aviation Inc.(ACHR)$ -- urban air mobility & defense logistics2. $Ondas Holdings Inc.(ONDS)$ -- secure networks for drone comms3. $Red Cat Holdings Inc.(RCAT)$ -- field drones for ISR & tactical ops4. $Enovix Corporation(ENVX)$ -- high-density batteries for next-gen drones5. $Kratos Defense & Security Solutions(KTOS)$ -- scaled unmanned defense systems6. $Unusual Machines Inc(UMAC)$ -- autonomous fleet command &
PENTAGON ACCELERATES DRONE DEVELOPMENT

SOL, RBLX, RGTI, BTC& TSLA Welcome Recovery Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Tesla Motors(TSLA)$ Since MUSK backed off the American Party talk, TSLA has clawed back some ground.Still a 43% chance he files by year-end, but bulls have a window.Image2. $Bitcoin(BTC.USD.CC)$ Funny how that works, innit?Image3. $EMEREN GROUP(SOL)$ Polymarket pricing in a 27% chance Solana hits a new all-time high before 2026.ATH = $295That’s a +70% move from here.Do the SOL bulls have it in them?Image4. $Rigetti Computing(RGTI)$ Bingo! 🍋Image5. $Roblox Corporation(RBLX)$ Send it straight to ATHs a
SOL, RBLX, RGTI, BTC& TSLA Welcome Recovery Here!

$200 In Bound With $225 Price Target Update!

$NVIDIA(NVDA)$ NVIDIA was trading near $140 when I first set a price target of $200 just a few weeks ago. Since then, we’ve broken above $150 and surged toward $175. A clean breakout above $175 sets the stage for a swift move to $200 and if earnings come in strong, we could squeeze to $225 before year end That would push NVDA to a $5.5 trillion market cap.NVDA Selling To China - MAJOR Update:Nvidia just confirmed it expects its H-20's will soon be cleared for sale in China, despite prior export restrictions. That’s huge. Not only does this open the door for regained China revenue, it hints that a broader U.S.–China chip deal may be on the horizon. If sanctions ease further, NVDA could reclaim one of its most lucrative markets at scale.Earnings Aro
$200 In Bound With $225 Price Target Update!

Bullish for Nuclear & Grid Plays

1.SEC. CHRIS WRIGHT SAYS A NUCLEAR RENAISSANCE IS COMING UNDER TRUMPBullish for nuclear & grid plays: • $Cameco(CCJ)$ uranium supply• $Constellation Energy Corp(CEG)$ carbon-free baseload• $Vertiv Holdings LLC(VRT)$ power & cooling • $Eos Energy Enterprises Inc.(EOSE)$ long-duration storage• $Oklo Inc.(OKLO)$ micro-nuclear at the edge• $NANO Nuclear Energy Inc(NNE)$ renewable grid buildout2. $Meta Platforms, Inc.(META)$ MAY SCRAP OPEN-SOURCE ‘BEHEMOTH’ FOR CLOSED MODELSignals a major pivot
Bullish for Nuclear & Grid Plays

OKLO, NIO, SMR, CCJ& FXI Enjoy Great Recovery!

Hello everyone! Today i want to share some technical analysis with u!1. $Ondas Holdings Inc.(ONDS)$ Well, it was a good run. Starting to get early assignments at $2. I have ZERO regrets on not rolling. This has been the biggest trade of my life from sub $1 trading in and out multiple times over the last few months with up to 600,000 shares at my biggest size. I will definitely get called on this entire position.Image2. $HSI(HSI)$ $iShares China Large-Cap ETF(FXI)$ An even clearer view. $Alibaba(BABA)$ $Baidu(BIDU)$ $JD.com(JD)$
OKLO, NIO, SMR, CCJ& FXI Enjoy Great Recovery!

BTC, XLF, NFLX, RCAT& SPY Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Trendline haters in disbelief. ✅Image2. $Red Cat Holdings Inc.(RCAT)$ That's one way to start the week.🟢 +20%Image3. $Netflix(NFLX)$ Looking kinda flaggy. 🚩Image4. $Financial Select Sector SPDR Fund(XLF)$ heating up with some big banks reporting earnings before the open tomorrow: $JPMorgan Chase(JPM)$ – JPMorgan Chase $Wells Fargo(WFC)$ – Wells Fargo $BlackRock(BLK)$ – BlackRock
BTC, XLF, NFLX, RCAT& SPY Welcome Great Potential Here!

HIMS, NBIS& OSCR: Potential Stocks to Buy

1. $Hims & Hers Health Inc.(HIMS)$ is rapidly evolving into an ecosystem business.Home-testing is the next step in this strategy:1) Home-testing will provide HIMS with comprehensive personal data.2) HIMS will tailor personalized solutions using the data.3) Personalization will lock-in customers, reducing contestable share of the market.Even though compounded medicine have no moat, other providers will struggle matching $HIMS data advantage at scale because of shrinking contestable market.This is how HIMS is turning a fragmented market into a concentrated one, reinforcing its leadership.Extremely bullish for HIMS.Short term target $60, buy zone below $35.2. $NEBIUS(NBIS)$ got a “Buy” rating from Goldma
HIMS, NBIS& OSCR: Potential Stocks to Buy

Meta Plays in AI

Hello everyone! Today i want to share some trading ideas with you!1. $Meta Platforms, Inc.(META)$ BUYS PLAY AIMeta just confirmed its acquisition of Play AI -- the team behind human-like voice generation -- as part of its broader AI push into voice, wearables & superintelligence.Image2.ELON MUSK HINTS FREE $Tesla Motors(TSLA)$ FSD TRANSFER COMING TO EUROPEThis could ignite the global network effect behind Tesla’s autonomy vision -- more regions, more real-world miles, faster AI trainingImageFor 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 out more h
Meta Plays in AI

LULU, CEG, NKE, GOOGL& AMZN Welcome Great Potential to Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Amazon.com(AMZN)$ Since June 20th, Bezos has unloaded over 8.3M shares, worth $1.86B.With that pressure off the tape, is it finally time to send? Image2. $Alphabet(GOOGL)$ tends to shine early in July.The first two weeks are its strongest of the year:🟩 80%+ win rates with average returns over 2% each.Image3. $Nike(NKE)$ about to just do it? 👀Image4. $Constellation Energy Corp(CEG)$ Leaders gonna lead. ⚡️Image5. $Lululemon Athletica(LULU)$ RSI divergence while trading at a record low valuation…Is LULU a bar
LULU, CEG, NKE, GOOGL& AMZN Welcome Great Potential to Here!

AMD, NVDA, BTC, MSTR& SOFI Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Strategy(MSTR)$ Michael Saylor now sitting on $24B+ in unrealized Bitcoin profits. 💰Image2. $NVIDIA(NVDA)$ "I don't think people understand there's a 100% correlation between a company's earnings over several years and its stock performance."– Peter LynchImage3. $SoFi Technologies Inc.(SOFI)$ +50% since last month’s golden cross and not even thinking about slowing down. 🥇Image4. $Bitcoin(BTC.USD.CC)$ $115K ✅How silly can this get?Image5. $Advanced Micro Devices(AMD)$ Moment of truth. ⚓️ImageFor whom
AMD, NVDA, BTC, MSTR& SOFI Welcome Great Potential Here!
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