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Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been…
We're definitely in an AI memory supercycle! $SNDK Sandisk +135.83% $STX Seagate +44.59% $WDC Western Digital +41.21% $MU Micron +40.58% $LRCX Lam Research +31.27% $SIMO Silicon Motion +25.79%
We're in an AI memory supercycle: HBM: $MU SK hynix Samsung NAND: $SNDK HDD: $STX $WDC Equipment: $LRCX $AMAT Data Storage: $NTAP $PSTG Controller: $RMBS $MRVL $SIMO
These 10 stocks are the backbone behind the $NVDA AI engine: 1. $IREN converts cheap renewable energy into large scale, compute capacity design for AI. 2. $CIFR controls, power rich sites, & physical facilities for AI data center expansion. 3. $MU provides the memory backbone…
Also made a quick video breaking this down for my visual learners: tiktok.com/t/ZP85Exx9B/
On days like today when everything is testing back into key EMA's, I like to look for reversals within the long term trend But I'm never trying to catch the bottom blindly... So I've been implementing the 30 minute pivot into my trading for reversals off of key spots This is…
If you want to learn how to trade IV Flush, which is a great way to play earnings, you should follow @TheRealNasa00, study his posts, and watch his YouTube videos on it with clear examples. Here's my cheat sheet if it is helpful.
You’re seeing a pullback in AI data-center energy providers—what I like to call the picks and shovels of AI. Names like $HUT, $BE, $NBIS, $APLD, $IREN, $WULF, and $CIFR are pulling back today, but I doubt AI related space is finished offering opportunities.
Focus on the leading stocks: Market Leaders $SNDK Sandisk $BE Bloom Energy $CRWV CoreWeave $WDC Western Digital $MU Micron $CCJ Cameco Corp $LRCX Lam Research $STX Seagate $ASML ASML $KLAC KLA $ESLT Elbit Systems $FIX Comfort Systems $GLW Corning $RKLB Rocket Lab $TER Teradyne…
ROBOTICS ECONOMY: CHEAT SHEET If today you missed $RR Do not miss the rest of the robotics run: Automation & Vision $ROK $ZBRA $CGNX $FANUY Surgical Robotics $ISRG $SYK $MDT $PRCT Defense Autonomy / Drones $AVAV $KTOS $LMT $NOC $BAH AI “Brain” (Compute + Autonomy) $NVDA…
Once you become profitable, one strong month can wipe out years of losses. Head down. Stay focused.
$NVDA just shared a video showing how physical AI comes to the real world this year by reshaping manufacturing with digital twins and real-time simulation.
$100 uranium is coming again, $200+ by next year is probable if things hold up. ;)
Millionaire Theme Series #3: 2026 is the year of Gold, Silver, and Copper Bookmark This. You’ll need it later. ——————————————————- Gold ETFs • $GLD - SPDR Gold Shares • $GDX - VanEck Gold Miners ETF Top Stocks • $B - Barrick Gold • $NEM - Newmont • $AEM - Agnico…
Current U.S government major equity stakes The Portfolio: • Intel ($INTC): ~9.9% stake • MP Materials $MP- 15% stake. Securing the domestic rare earth supply • USA Rare Earth: $USAR 10% stake ($1.6B). • Lithium Americas ($LAC): 10% stake. Critical for the battery/AI…
If you missed Gold and Silver... The Copper bull run might be next: $TMQ at $6.21 $TGB at $7.63 $IE at $19.86 $HBM at $24.97 $ERO at $32.84 $CPER at $36.52 $FCX at $60.41 $BHP at $67.52 $RIO at $90.43 $SCCO at $184.30 Probably want to save this post! 🫡📈
$USAR +62% in pre market at the peak hitting $40 per share. Congratulations everyone! Another stock up +128% after I started covering it just over a week ago. $USAR USA Rare Earth Secures $1.6bn CHIPS Act LOI with the U.S Government, Raises $1.5bn PIPE to Build U.S. Heavy Rare…
So far $USAR is tracking PERFECTLY here. The MMTG Buy/Sell Indicator gave the Perfect ‘Buy’ Signal, right at the bottom/double bottom pivot. $USAR is Up over 110%+ since then. More info on the full Indicator Package in my bio. Ideally I want to see $USAR continue to follow the…
The US has taken equity stakes in the following companies ▸ MP Materials | $MP ▸ USA Rare Earth | $USAR ▸ Lithium Americas | $LAC ▸ Intel | $INTC ▸ Trilogy Metals | $TMQ Companies that could be next ▸ Critical Metals | $CRML Rare earth assets in Greenland. Reuters has…
🚨🇨🇳 BREAKING: China's Xaomi has unveiled a fully automated factory that makes 1 phone per second, runs 24/7, has no production workers, and operates in the dark. Follow: @RTSG_News
$MU London Stock Exchange Group (LSEG) just dropped a Research Report on Micron. Micron scored 9, highest among its peers. The average score combines the quantitative analysis of six factors: Earnings, Fundamental, Relative Valuation, Risk, Price Momentum and Insider Trading.
$MU How acute is that shortage? "For several of our key customers, in the medium term, we are able to support 50% to 2/3 of their demands." "That's why we're really focused on bringing up the supply." (Referring to the megafab constructions in ID and NY) -Micron CEO Sanjay
I’m continuously looking for stocks to invest in that have a lot of potential to 5-10x. I spend countless hours digging through tons of names and numbers. This $EOSE LEAPS contract is up over $600,000 and has almost a year until expiration. Give me a follow, I’m always…
United States Trends
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- 3. Volk N/A
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- 5. Happy Black History Month N/A
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- 7. Conor Benn N/A
- 8. #boxing N/A
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- 17. CL AT TOPSHOME BABYFAIR N/A
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- 19. Schroder N/A
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