Trading Ideas in AI Fields: SOFI, NVDA& PLTR
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.
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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 Robin expands its upside into optical.
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3.
$SoFi Technologies Inc.(SOFI)$ falls 6% after Muddy Waters discloses a short position and raises concerns over accounting and balance sheet transparency.
The firm alleges aggressive marks, off-balance-sheet structures, dilution and at least $312M of unrecorded debt.
SOFI CEO Anthony Noto bought ~$500K worth of shares at ~$17.32 during the Muddy Waters short report dip that compared the company to “Enron.”
A clear vote of confidence as he steps in to buy the weakness.
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4.
$Amazon.com(AMZN)$ CEO Andy Jassy says he expects AWS sales to reach $600B by 2036.
That would make AWS larger than nearly all of Amazon’s business today.
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