Hello everyone! Today i want to share some trading ideas with you! 1 $Microsoft(MSFT)$ reportedly told leaders across major cloud and sales groups to pause new hiring. Another sign the AI era is starting to reshape headcount as efficiency gains begin to replace the need for incremental hiring. 2 The Mag 7 from peak to now: • $Apple(AAPL)$: -13% • $NVIDIA(NVDA)$: -16% • $Alphabet(GOOGL)$: -17% • $Amazon.com(AMZN)$: -18% •$Tesla Motors(TSLA)$:

Hello everyone! Today i want to share some Giants’ strategies with you! 1 President Trump is reportedly set to name $Meta Platforms, Inc.(META)$ founder Mark Zuckerberg, $Oracle(ORCL)$ founder Larry Ellison & $NVIDIA(NVDA)$ founder Jensen Huang to a new tech advisory panel on AI and emerging technologies. The council is expected to advise on AI policy and other key tech issues. 2 $Meta Platforms, Inc.(META)$ is rolling out a new stock option program that could pay top executives hundreds of millions if the company grows at an extremely aggressive pace. T

• $Intuitive Machines(LUNR)$ +20% • $Firefly Aerospace Inc.(FLY)$ +18% • $Momentus Inc.(MNTS)$ +16% • $BlackSky Technology Inc.(BKSY)$ +15% • $Planet Labs Pbc(PL)$ +13% • $Rocket Lab USA, Inc.(RKLB)$ +13% • $AST SpaceMobile, Inc.(ASTS)$ +12% • $Virgin Galactic(SPCE)$ +11% • $R

Hello everyone! Today i want to share some trading news with you! 1 $Celsius Holdings, Inc.(CELH)$ down over 15% in the past week after $Costco(COST)$ rolled out Kirkland Signature energy drinks at just $0.70 per can with 200 mg of caffeine. That is a major price undercut versus most energy drinks closer to $2 per can & if Costco gets the taste right it could take real share. 2 $Microsoft(MSFT)$ announced an AI collaboration for nuclear energy with $NVIDIA(NVDA)$. The partnership points to growing interest in applying AI to nuclear operations and infrast

Hello everyone! Today i want to share some trading ideas with you! 1. $Amazon.com(AMZN)$ ramps LEO deployment with larger payloads and a deep launch pipeline positioning for a step-up in satellite deployment in year two. 200+ satellites ready with 20+ missions planned across Atlas V, Ariane 64, Vulcan & New Glenn as launch cadence accelerates. 2 Jensen Huang says orbital data centers could tap continuous solar power in space and push compute to new limits. The challenge is cooling without air or conduction so $NVIDIA(NVDA)$ is exploring massive radiators along with redundancy and radiation hardening to make it viable. 3

Hello everyone! Today i want to share some trading ideas with you! 1 AI SEMIS KEEPING THE MOST OF EVERY DOLLAR Operating margin breakdown: • Best-in-class (50%+) | $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$ • Elite (40–49%) | $Micron Technology(MU)$, $Arista Networks(ANET)$, $KLA-Tencor(KLAC)$, $Broadcom(AVGO)$ • Strong (30–39%) | $ASML Holding NV(ASML)$,

thought I’d share my latest updated thoughts on $IREN Ltd(IREN)$ that I sent to my subscriber community with all of you since I’ve seen so many questions about what I’m doing with the position in my growth portfolio. IREN has a very real asset base and a genuine power story which in some ways makes its foundation more defensible than many of the neoclouds but the market just isn't going to reward that as instantly as it rewards something like $NVIDIA(NVDA)$ Rubin access or a Jensen architecture signal for $NEBIUS(NBIS)$. The $Microsoft(MSFT)$ relationship i

Hello everyone! Today i want to share some trading ideas with you! 1. $Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform. Image 2. $Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. Image 3 $Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pac

Hello everyone! Today i want to share some trading ideas with you! 1. My top 2026 rerating pick is working out exactly as expected. I’ve been pounding the table on $DOCN since the $20s when the market mispriced it as as AWS-lite business at ~10x EBITDA. When in reality, it’s a picks-and-shovels winner of Agentic AI that's monetizing long-tail workloads that don’t want $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure or $Alphabet(GOOGL)$ Cloud pricing or complexity. This is what conviction looks like when you put in the work before the narrative catches up to the price. 2. $Rocket Lab USA, Inc.(RKLB)$ just crossed a $2B b

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Palantir Technologies Inc.(PLTR)$ partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding. The rollout uses Foundry and AIP to accelerate submarine production and modernize the maritime industrial base across 100+ suppliers. Image 2. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Rob

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Robin expands its upside into optical. Image

Hello everyone! Today i want to share some Strategies or coordination from AI giants with you! 1. $NEBIUS(NBIS)$ is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout. NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $Meta Platforms, Inc.(META)$ & $2B investment from $NVIDIA(NVDA)$ ). The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract that nearly matches its market cap and 2026 capex is now fully funded. Not bearish. Image

Hello everyone! Today i want to share the BLUEPRINT for NVDA! Here are the details below. 1 Jensen Huang says $NVIDIA(NVDA)$ spent 20 years building a global CUDA ecosystem now running on hundreds of millions of GPUs. He notes Nvidia is embedded across every major cloud, computer company and nearly every industry. 2 $Intel(INTC)$ says its Xeon 6 processors will power NVDA DGX Rubin NVL8 systems. The chips will serve as the CPU layer supporting Nvidia’s next-generation AI infrastructure. 3 $NVIDIA(NVDA)$Vera Rubin NVL72 is the most powerful AI system Nvidia has ever built. The platform targets a 10x reduction in infe

The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every company tied to human workflows, RPO growth is the clearest signal separating the survivors from the casualties. • $Palantir Technologies Inc.(PLTR)$ trading at ~84x RPO growing 143% • $Cloudflare, Inc.(NET)$ trading at ~30x RPO growing 48% • $MongoDB Inc.(MDB)$ trading at ~13x RPO growing 97% • $CrowdStrike Holdings, Inc.(CRWD)$ trading at ~12x RPO growing 38% •

Co-Packaged Optics could have its $NVIDIA(NVDA)$ GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve. CPO helps address that by bringing optics closer to the chip, improving speed & efficiency as AI clusters scale. The supply chain behind it looks like this: • $Corning(GLW)$ the glass & fiber backbone the entire optical stack runs through • $Credo Technology Group Holding Ltd(CRDO)$ , $Broadcom(AVGO)$ , $Marvell Technology(MRVL)$ the DSP chips that process & clean high-speed signals •

Hello everyone! Today i want to share some AI trading ideas with you! 1 $Ondas Holdings Inc.(ONDS)$ is acquiring BIRD Aerosystems to expand into airborne missile protection & strengthen its defense platform with proven ISR + countermeasure systems. BIRD’s technology is already deployed on 700+ aircraft across 40+ platforms including with the U.S. Army, NATO & UN fleets. 2 $Meta Platforms, Inc.(META)$ plans to deploy four new generations of MTIA chips over the next two years showing it sees custom silicon as critical for scaling ranking, recommendations & GenAI workloads more efficiently. What stands out is that Meta is building for both ad-driven ranking & G

1. $Oracle(ORCL)$ Q3 EARNINGS • Revenue $17.2B vs Est. $16.9B • EPS $1.79 vs Est. $1.69 • Operating Income $7.4B vs Est. $7.2B • RPO: $553B (+325% YoY) FY27 Guidance • Revenue $90B vs Est. $86B Image 2. RPO growth is absolutely wild. Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming. Image 3. ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving & with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online. At the same time, Oracle is using AI internally to make its SaaS business cheaper to build, faster to ship & harder to co