To The Moon

Hello everyone! Today i want to share some trading ideas with you!

1

I think its wild how much the market is overreacting to $Alphabet(GOOGL)$ raising annual capex by $15B to $200B and posting its first negative FCF quarter since 2005

Few companies are more trustworthy with that investment than one that's generated an average ROIC of ~37% over that period

2

$Advanced Micro Devices(AMD)$ is expected to nearly triple annual revenue to more than $100B by 2028 as MI450 and Helios drive the next phase of data center growth.

That ramp could establish Instinct as a credible second source at scale as inference demand expands enough to support multiple winners.

3

$NVIDIA(NVDA)$ CEO Jensen Huang heads to Capitol Hill to meet bipartisan lawmakers on U.S. AI leadership and the importance of open-source models.

The visit includes a meeting with Sen. Mark Warner as Huang argues open models can strengthen cybersecurity and preserve U.S. leadership.

4

$Microsoft(MSFT)$ launches an AI cybersecurity system that acts as both attacker and defender to find vulnerabilities before hackers can exploit them.

The real advantage is cost with MAI-Cyber-1-Flash handling up to 90% of tasks and sending only the hardest 10% to GPT-5.4.

5

$SpaceX(SPCX)$ NOW TRADES AT 10X 2028 SALES

Whether that looks attractive depends on the investor but my long-term thesis is that SpaceX could combine low-cost access to orbit with abundant solar energy and space-based computing to eventually build orbital data centers capable of training models and serving inference without relying entirely on power grids on Earth.

I do think a ton of people are waiting for the stock to break below $100 before initiating a position and I'll admit the valuation and IPO hangover are keeping me patient but the core business is getting harder to ignore.