Why Internalize the Risk when you can Externalize the Competition?
1. This is exactly what I mean when I say Zuck shouldn’t try to build his own chips. Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving: • Supply security (not dependent on any single vendor's fab capacity) • Cost leverage (vendors compete on price when real alternatives exist) • Architectural flexibility (training, inference & custom workloads matched to the right silicon) Why internalize the risk when you can externalize the competition? Image 2.
1. $Alphabet(GOOGL)$ CLOUD HAS A RULE-OF-40 SCORE OF 78 Google spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI. Now those bets are converging into a full-stack AI platform of custom silicon (TPUs), data (BigQuery), models (Gemini), enterprise AI (Vertex) & global network infrastructure. No other company has all five at scale and it’s the only credible $NVIDIA(NVDA)$ alternative. Image 2. $NVIDIA(NVDA)$ is re-entering the laptop market this year by pushing CUDA onto AI PCs. Margins won’t look like data center but N
The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead of the actual product. This is what the real security stack looks like: Identity & Access (who/what is allowed to act in production) • $Zscaler Inc.(ZS)$ controls agent access & traffic across apps + networks • $Okta Inc.(OKTA)$ manages identity & access for humans + machine agents Endpoint & Workload Security (what runs on machines) • $SentinelOne, Inc(S)$ protects the machines & workloads agents run on • $CrowdStrike Holdings, Inc.(CRWD)$ is the interactive respons
Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOG)$ Cloud grew 48% last quarter with a $240B backlog and now we know why. Gemini 3.1 Pro just took the #1 spot across multiple agentic AI and coding benchmarks. Image 2. $AppLovin Corporation(APP)$ is planning to launch its own next-gen social media platform after its TikTok bid failed. Management says the goal is to build proprietary organic traffic on top of AppLovin’s ad tech reversing $Meta Platforms, Inc.(META)$ playbook of building traffic first and monetizing later. Image 3. $Amazon.com(AMZN)$ ($717B) just passed
Hello everyone! Today i want to share some trading ideas with you! 1. India data center firm Yotta is building a $2B+ AI compute hub powered by $NVIDIA(NVDA)$ Blackwell Ultra under a $1B+ 4-year DGX Cloud deal. Another large-scale AI factory is coming online in APAC by August extending Nvidia’s platform footprint beyond U.S. hyperscalers. Image 2. What’s more, $NVIDIA(NVDA)$ CEO Jensen Huang says Nvidia is preparing new chips for GTC 2026 “the world has never seen before.” Signals Nvidia’s product cadence is still accelerating even as Blackwell and Rubin are just ramping. 3. At the same time, $Alphabet(GOOGL)$ is building new subsea fiber routes linking India wi
Hello everyone! Today i want to share some trading ideas with you! 1. • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CrowdStrike Holdings, Inc.(CRWD)$ as the interaction layer for agents, $Rubrik Inc.(RBRK)$ as the “undo button” for agents & $Zscaler Inc.(ZS)$ as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $Snowflake(SNOW)$ , $MongoDB Inc
Hello everyone! Today i want to share some trading ideas with you! 1. $Meta Platforms, Inc.(META)$ , $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ & $Amazon.com(AMZN)$ are racing to own the AI infrastructure layer because whoever owns the compute owns the toll booth of the next digital economy. Build the platform first then let the ecosystem build on top and capture margin on every workload that runs through your stack. Image 2. $Advanced Micro Devices(AMD)$ partners with one of India’s largest IT services firms Tata Consultancy to deploy Helios rack-scale AI infrastructure. This is
Hello everyone! Today i want to share some trading ideas with you!! Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security, AI does not replace the product since it expands the threat surface and creates more demand for the product. Remember that the bad guys also have LLMs too which is why the AI security stack matters: • $Zscaler Inc.(ZS)$ zero-trust access • $CrowdStrike Holdings, Inc.(CRWD)$ endpoint protection • $Fortinet(FTNT)$ network firewalls at scale • $Rubrik Inc.(RBRK)$ data res
Hello everyone! Today i want to share some trading ideas with you! $AppLovin Corporation(APP)$ 1. AppLovin just printed $1.7B of revenue (+66% YoY), $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business performance. 2. The business is evolving from a “gaming monetization engine” into discovery infrastructure for commerce and the broader web. That’s a much bigger long-term story, but narrative transitions create short-term multiple air pockets in a market that hates uncertainty. Just look at how the market is treating $Meta Platforms, Inc.(META)$ ,