$NuScale Power(SMR)$ While NVDA $NVIDIA(NVDA)$ stays rock solid, small-cap growth names like SMR (nuclear) are quietly picking up speed. There’s nothing romantic about it—the logic is brutally cold: the AI battle has moved down to the physical layer. Mega-cap tech is entering a phase of “average growth,” while companies like SMR and $Rocket Lab USA, Inc.(RKLB)$ , the so-called “physical AI” plays, are sitting right at the 0-to-1 breakout point. Smart money is clearly rotating, increasing exposure to small caps to hedge against potential fatigue in big tech. Caught this move early—and it’s paying off nicely.
$Quantum Computing Inc.(QUBT)$ Made some nice gains on QUBT! Strong momentum here - ready to take off when the market stabilizes. Their new product roadshow exceeded expectations, future looks bright. Perfect timing to use my Contra688 vouchers for more shares - gotta maximize this free boost!
$Bullish(BLSH)$ US Crypto Stocks Bullish BLSH surges over 10 percent at open Strong volume price rally suggests continued momentum Profit growth and sector tailwinds support solid outlook.
$Circle Internet Corp.(CRCL)$ ’s listing marks a key milestone for stablecoin adoption, with USDC as core infrastructure. While 95% of Q2 revenue relied on USDC interest income, rate cuts pose risks. Now launching Arc blockchain to compete with $Visa(V)$$MasterCard(MA)$ via CPN+Arc payment network, aiming to control and monetize digital dollar flows.
$NEBIUS(NBIS)$ With strong financial backing enabling data center expansion and computing demand steadily increasing, NBIS is likely to outperform expectations. Hold and await the rewards.
$SUPER MICRO COMPUTER INC(SMCI)$ Yesss! SMCI rocks with $418.60 gains! Price at $46.84 crushes my $45.53 cost. This unsung hero in AI servers is finally getting the recognition it deserves. With its unique build-to-order model in compute infrastructure, SMCI is perfectly positioned for the AI boom - this is just the beginning!
$JD LOGISTICS(02618)$ is ramping up its overseas warehousing game. And with $JD-SW(09618)$ ’s potential stablecoin in the pipeline, it could also help tackle long-standing issues with cross-border payments. Warehousing + seamless payments? That’s a pretty powerful combo，especially in today’s cutthroat global e-commerce environment.
$GDS-SW(09698)$ feels like it’s coiling up for a move. I’ve been building my position bit by bit，no need to rush with this kind of long-term infrastructure play, but you definitely want to be onboard before it lifts off. Right now it’s sitting near historical lows. In the age of AI, data centers are lifeblood. “Brother GDS” might just be warming up for a push to HK$30. It’s not if, but when.
$IONQ Inc.(IONQ)$ ’s quantum computer is now available through $Amazon.com(AMZN)$ AWS and IONQ’s Quantum Cloud, and they just sold 5 units of the Forte QPU to Amazon for $410 million. Clearly, IONQ is solidifying its leading position in the quantum computing space, this is not something just any company can pull off! Quantum computing is the future, and IONQ is at the forefront of it. I’m really bullish on their prospects, and it’s definitely worth investing in. Don’t miss out, buy early, earn big!