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Semiconductor demand isnt just about #Ai. It started way before with PCs, Smartphones and various applications and will keep on continuing with any technology advancements. $10,000 invested in 2015 in stocks today is $NVDA(2.2m), $AMD($759k), $AVGO(268k) and $QCOM(34k)
With just launch of Gemini 3 model of $Goog, $AVGO became an important partner in #AI ecosystem. Custom AI ASICs from Broadcom/TPU-class designs can cut that by 20-30% with 15–30% lower power use than $NVDA GPUs. $META is now looking at similar model.
Looking at $Snap deal its clear companies holding data will have more investment from AI companies. That solidifies my thesis for $PINS.
Bearish stance on $ASTS. While the path looks promising, execution risks include launch delays, regulatory approvals (e.g., FCC for L-Band), competition (Starlink, Chinese rivals), and dilution from funding. Mcap of $27 billion is overstretched.
The AI + electrification megatrend is a copper supercycle in disguise. Data centers alone could eat 30% of the US’s top copper mine output by 2030. Freeport-McMoRan $FCX = pure leverage to the AI buildout + EV grid push.
$CRWD like their growth especially ARR but for me concerning element is CrowdStrike paid out ~$865M in SBC in FY’25, up 37% YoY. That’s larger than many peers on this revenue base. SBC growth (30–40% YoY) is running faster than revenue growth (~20%).
$FTNT $PANW $CRWD Fortinet has the best value as the stock, but its future depends on its platform/cloud strategy. How fast it can run compared to peers.
Kawasaki just dropped a wild concept: a “bike” with legs instead of wheels. CORLEO doesn’t roll—it walks. Think Boston Dynamics meets motocross. Still CGI for now, but the future looks weird and awesome. @elonmusk need one on Mars. youtu.be/vQDhzbTz-9k?si…
In uncertain economic times, defensive sectors such as utilities, consumer staples, and healthcare often exhibit resilience. Dividend-paying stocks in these sectors can provide a steady income stream and may offer relative stability during market fluctuations. #tariffs #stocks
When Trump slapped tariffs on washers in 2018, prices jumped 12%—and never came back down. Even dryers (not tariffed) went up. $1.5B in extra costs for consumers. Tariffs are sticky: once prices rise, they tend to stay there. Remember that in 2025.
Big day tomorrow for markets: Jobs report @ 8:30am (NFP, unemployment, wages) Powell + Fed speakers midday Ongoing reaction to Trump’s new global tariffs Volatility likely. Buckle up.
Was $TSLA viral “failure” rigged? Mark Rober’s video makes Tesla’s self-driving tech look flawed—but here’s what he didn’t tell you: 🔴 Fake test (Unrealistic Scenario) 🔴 Autopilot ≠ FSD 🔴 LiDAR company Luminar featured (bias?)
$goog just bought Wiz for $32B – its biggest acquisition ever! This could give Google Cloud a huge edge over AWS & Azure. A good long term strategy. Wiz currently secures all cloud platforms, but now it’s owned by Google. Will they keep it open or block competitors? $AMZN $MSFT
Canada has more than 170,000 NGOs with more or less similar story.
🚨 ELON MUSK: "One of the biggest scams we've uncovered is that the government can give money to so called non profit with very few controls and there's no auditing of that non profit."
More than $60 billion wiped off today from wealth of 9 top richest people. @elonmusk lead by loosing $22.8 billion in a day.
$GOOG P/E ratio of 21 and $DOCU P/E ratio of 16 are screaming buys for me as compared to other tech stocks which are still trading at higher multiples.
United States Trends
- 1. Martinelli 31,5 B posts
- 2. Jonathan Ross 36,4 B posts
- 3. Arsenal 337 B posts
- 4. Liverpool 185 B posts
- 5. JD Vance 227 B posts
- 6. Renee 1,28 Mn posts
- 7. #ARSLIV 30,2 B posts
- 8. Bradley 23,4 B posts
- 9. Frimpong 9.505 posts
- 10. Gyokeres 24 B posts
- 11. McDaniel 41,3 B posts
- 12. Charlie Kirk 197 B posts
- 13. Arteta 38 B posts
- 14. Simeone 35,3 B posts
- 15. Will Cain 1.926 posts
- 16. Josh Hawley 16,7 B posts
- 17. Saka 41,9 B posts
- 18. Vini 33,2 B posts
- 19. Isiah 5.424 posts
- 20. Seth Moulton N/A
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