Which One You Want to Pick?
Hello everyone! Today i want to share some trading ideas with you!
1
$NVIDIA(NVDA)$ is pushing deeper into AI software as its relationship with Perplexity expands beyond infrastructure.
Nvidia is reportedly discussing an investment at a $30B valuation after previously considering a licensing deal for Perplexity’s technology and talent.
2
The next phase of HBM could push $Micron Technology(MU)$ and $SK hynix(SKHY)$ further up AI value chain as memory moves directly on top of the GPU.
zHBM would collapse memory and compute into one 3D package eliminating the 2.5D interposer and increasing the value memory suppliers can capture per accelerator.
3
$Rocket Lab USA, Inc.(RKLB)$ is moving Neutron another step closer to launch as Hungry Hippo begins testing under flight-like conditions.
The rocket’s reusable fairing is being opened and closed to make sure it works properly in space and during the return to Earth before final integration.
4
Citizens Bank thinks $Tesla Motors(TSLA)$ Optimus could eventually go after a ~$1.7T U.S. labor market with ~$300B of work already realistic in factories, warehouses and back-of-house jobs.
Whats even more wild is that a humanoid is modeled at ~$5/hour versus ~$35/hour for a human worker with payback in under ~18 months.
That gives Tesla a massive advantage as the first customer because it can lower its own labor costs while proving Optimus works before selling it into the broader market.
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