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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• 
  Shay Boloor

  Sep 16, 2025 at 08:52 pm

  SEMICONDUCTOR STOCKS BY EARNINGS MULTIPLES $ARM, $NVDA, $AMAT, $ASML, $TSM, $LRCX, $AMD, $PI, $KLAC, $AVGO, $MRVL, $ADI, $ON, $TXN, $MU, $INTC, $CDNS, $SWKS, $SNPS, $SMH, $SOXX

  

  

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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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• 
  Lin

  Jun 29, 2025 at 04:44 am

  Les 3 piliers de la révolution Al: 1. Compute → Chips: * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 * 9 → Énergie: * 10 * 11 * 12 * 13 * 14 * 15 * 16 * 17 * 18 * 19 * 20 → Centres de données: * 21 * 22 * 23 * 24 * 25 * 26 * 27 * 28 * 29 * 30 → Réseautage: * 31 * 32

  

  

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• 
  Za

  Jan 21, 2025 at 01:29 am

  Si je devais citer seulement 5 noms qui bénéficieront le plus de l’administration Trump : $TSLA $BTC $COIN $PLTR $ARM La simplicité est une chose merveilleuse.

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