Show 23 Posts

• 
  Lin

  Oct 25, 2025 at 05:40 am

  Al infrastructure continues to be the leading theme: Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA Neocloud: $NBIS $IREN $CRWV $APLD $GLXY $WYFI Memory: $SNDK $STX $MU $WDC $PSTG Semis: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC Networking: $CIEN $CLS $CRDO $RMBS $ANET $APH

  

  

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• 
  Lin

  Sep 10, 2025 at 04:20 am

  The 3 Drivers of the AI Revolution 1. Compute: → Chips: $NVDA $TSM $AVGO $AMD $ASML $ARM → Storage: $MU $STX $PSTG $WDC → Networking: $CRDO $ALAB $RMBS $CIEN $ANET $CLS $VRT → Energy: $BE $TLN $VST $CEG $GEV $OKLO $SMR $LEU $NRG $AMSC $MPWR → Data Centers: $NBIS $CRWV

  

  

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• 
  vnkumar trades??‍♂️???‍♂️?

  Feb 16, 2025 at 12:10 am

  Earnings next week! $BABA $ANET $CVNA $WMT $OXY $BIDU $MELI $ETSY $RIVN $TOST $U $SEDG $NE $NEM $W $GRMN $MDT $CAKE $TOL $WIX $BMRN $BKNG $EXAS $FVRR $GLBE $SHAK $WSO $CE $ADI

  

  

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