Hello everyone! Today i want to share some trading ideas with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy. The first phase was about GPU but the next phase is about the full stack around them as the bottlenecks shift into foundry, packaging, memory, CPUs, networking & power. 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said Neutron is key to scaling payload capacity & lowering launch costs as Rocket Lab pushes deeper into orbital infrastructure. It’s all part of Rocket Lab’s plan to become a vertically integrated space pla
Hello everyone! Today i want to share some trading ideas with you! 1 $Hims & Hers Health Inc.(HIMS)$ jumped almost 25% after RFK Jr. said the FDA will reevaluate several restricted wellness peptides. That likely helped fuel the move since Hims already owns a dedicated peptide manufacturing facility in California and looks well positioned to capture that demand at scale. RFK Jr. said the FDA plans to remove 12 peptides from Category 2. Moving peptides out of the gray market and into regulated channels could create a more credible and scalable opportunity for $Hims & Hers Health Inc.(HIMS)$ 2 $ASML Holding NV(ASML
Hello everyone! Today i want to share some ai trading strategies with you! 1 I initiated two brand new positions in the growth portfolio a couple weeks ago to expand my AI hardware bucket: • $Applied Optoelectronics(AAOI)$ ($79.43) +85% • $Credo Technology Group Holding Ltd(CRDO)$ ($94.97) +70% Applied Optoelectronics builds lasers and optical transceivers that move data faster across AI clusters. Credo built its business on the copper interconnect layer inside AI racks but today’s $750M DustPhotonics acquisition gives it a credible path into optical as AI networks scale to faster and more demanding architectures. Together, both are bets on the data movement layer of AI whe
U.S. tech valuations have compressed from 40x to 20x forward earnings in just weeks and now sit below where they were when ChatGPT launched. The backdrop is far more real today than it was back then: • $Meta Platforms, Inc.(META)$ is seeing ~3.5% ad click lifts from AI • Hyperscalers have committed ~$690B in capex • $Amazon.com(AMZN)$ AWS AI revenue is running at a $15B annualized pace • $NVIDIA(NVDA)$ has $1T in Blackwell + Vera Rubin orders through 2027 • Anthropic is valued at $380B and growing revenue 1,400% YoY The AI economy is the fastest growing capital deployment cycle in the history of technology and getti
Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ has secured three additional Electron launches from iQPS bringing its total contracted missions with Japanese SAR satellite operator to 15. The new launches begin in 2028 from New Zealand & deepen Rocket Lab’s role as iQPS’s main launch provider for QPS-SAR satellites. 2 $Amazon.com(AMZN)$ is up ~5% after CEO Andy Jassy said two large AWS customers wanted all of Amazon’s 2026 Graviton capacity. He also said Amazon’s chips business would be running at about $50B annually if it were a standalone business with Trainium4 already sold out before shipping.
Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n
Hello everyone! Today i want to share some strategies from AI giants with you! 1 $NVIDIA(NVDA)$ has the “lowest cost per token in the world” which is really a claim about owning the economics of inference. The company that delivers the most tokens per watt, per rack and per dollar is the one that captures the most demand and the best margins as AI scales. 2 $Hims & Hers Health Inc.(HIMS)$ CEO Andrew Dudum says some of the most defensible businesses in AI era are the ones rooted in real-world infrastructure & specialization. Essentially saying that Hims is licensed care delivery, pharmacy fulfillment & physical healthcare infrastructure operating at scale. 3 Bill
If the market is going to crowd into public space proxies ahead of SpaceX then I think $Rocket Lab USA, Inc.(RKLB)$ & $AST SpaceMobile, Inc.(ASTS)$ are two of the best places for that capital to land. Rocket Lab gives you a real space infrastructure platform across launch, spacecraft, defense & Neutron upside while AST is going after one of the most commercially valuable use cases in the category (space-based cellular broadband). For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉C