To The Moon

Hello everyone! Today i want to share some trading ideas with you! 1 Elon basically said on the $SpaceX(SPCX)$ earnings call that it tried to rent outside AI compute to free up its own capacity for training but found no spare $NVIDIA(NVDA)$ GB300s, GB200s, older H100s, $Alphabet(GOOGL)$ TPUs or $Amazon.com(AMZN)$ Trainium. That's pretty insane coming from one of world's largest AI infrastructure builders because the shortage extends across nearly every major chip architecture. And if SpaceX can't find spare capacity despite its scale and willingness to pay

Welcome to today’s deep-dive roundup. We’re unpacking four signals the market may be underestimating: Ondas Holdings’ 18-month push to become an emerging defense prime through acquisitions—and the dilution risk that now puts the spotlight on organic growth; Nebius’s B200 GPU spot pricing more than tripling in seven days and what that could mean for its year-end ARR target; Cathie Wood’s 2031 Tesla bull case of $5,000 per share and a $20T market cap built on robotaxi and Optimus scale; and SpaceX’s projected ~70% drop in launch costs to $354/kg by 2031. Which of these has the biggest implications for 2026—and which one is getting the most hype versus real execution? Let’s dig in. 1 THE $Ondas Holdings Inc.(ONDS)$ OFFICIAL DEEP-DIVE

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is reportedly requiring Samsung, $Micron Technology(MU)$ and $SK hynix(SKHY)$ to build the base die for its next-generation custom HBM on $Taiwan Semiconductor Manufacturing(TSM)$ 3nm process. That gives Nvidia more flexibility to shift orders between suppliers as HBM prices rise while putting TSMC in a position to benefit regardless of which memory maker wins the business. 2 HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple w

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Tesla Motors(TSLA)$ just showed off a new flying car demo offering a glimpse of what Elon Musk has been teasing for years. Musk says production of next-generation Roadster is now planned for 2028. 2 Jim Cramer says he expected $Rocket Lab USA, Inc.(RKLB)$ to fall much harder after Neutron’s launch delay to 2027. Instead he thinks investors are getting a “great opportunity to sell, sell, sell.” 3 Porsche just unveiled its Mission S concept by previewing a new flagship above the 911 with gasoline and hybrid options while ruling out a fully electric version. Really interesting seeing Porsche double down o

Hello everyone! Today i want to share some ai trading ideas with you! 1 What makes this growth stock selloff so frustrating is that hotter inflation and rising yields are driving most of the pressure even as the companies across Space, AI Power, Robotics and Defense continue making progress. When rates move this aggressively the market starts punishing companies whose earnings are still years away which is why stocks can keep falling even as their businesses benefit from strong secular tailwinds. But this is also where I think the opportunity is getting really interesting because I can build larger positions in companies where my long-term thesis remains intact which brings me to the stocks I've been adding this week and why. 2 Jim Cramer says investors “can’t own”

Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $Micron Technology(MU)$ has been “reasonable” on future memory pricing while others have been “extortionate” and that customers won’t forget how they were treated. Micron could turn that goodwill into longer contracts and more market share when supply eventually loosens. 2 $NEBIUS(NBIS)$ trades at 8.1x committed ARR versus 5.1x for $IREN Ltd(IREN)$ and 2.5x for $CoreWeave, Inc.(CRWV)$ even though CoreWeave has ~$35B committed compared with Nebius at ~$10B and IREN at ~$4B. E

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Advanced Micro Devices(AMD)$ CEO Lisa Su says CPU demand could “grow at approximately 50% CAGR” to over $200B by 2030 after raising her forecast three times in nine months as AI agents create entirely new demand for server processors. If AMD captures the 50%+ market share Su is targeting the. EPYC alone could become a $100B+ business by 2030 with $Taiwan Semiconductor Manufacturing(TSM)$ wafer capacity essentially determining how quickly it gets there. 2 Mark Zuckerberg says “the value of even an H100 at this point is higher than it was last year” as AI compute remains scarce challenging the idea that ol

Hello everyone! Today i want to share some trading ideas with you! 1 $IREN Ltd(IREN)$ reportedly signed a cloud deal with Anthropic potentially confirming the identity of the unnamed frontier AI lab management referenced during earnings. While terms remain undisclosed I suspect the agreement covers 50 MW of B300 capacity coming online at Childress this year. 2 $Amazon.com(AMZN)$ is reportedly paying ~$7B for Decart after the AI startup pushed real time video from 26 fps on GPUs to ~101 fps on Trainium. Amazon is effectively buying software expertise to improve Trainium utilization and make its custom silicon more attractive as AI workloads expand across different chip archi

Hello everyone! Today i want to share some trading ideas with you! 1 President Trump calls Elon Musk “one of the greatest tech founders” as speculation around a $Tesla Motors(TSLA)$and $SpaceX(SPCX)$ merger builds. There are now 62% odds of the two companies merging before 2028. 2 $AST SpaceMobile, Inc.(ASTS)$ now officially trades under 10x 2028 price to sales while $SpaceX(SPCX)$ is moving to acquire nationwide low band spectrum that AST had also been pursuing. What makes this interesting is SpaceX is validating how scarce D2D spectrum really is while AST

Hello everyone! Today i want to share some trading ideas with you! 1 $T1 ENERGY INC(TE)$ completed its Austin solar cell factory shell, moving closer to a fully domestic solar supply chain. First cells are targeted for Q4 with the real upside coming from 2027 production and tax credits across cells and modules. 2 Elon Musk says $SpaceX(SPCX)$ could eventually be worth “orders of magnitude more than the current Earth economy.” Hes basically betting SpaceX becomes the infrastructure layer for an economy that extends far beyond Earth. Elon Musk declares $SpaceX(SPCX)$ has acquired “the last critical piece of the spectrum