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Today, Alphabet $GOOG announced that it's bringing Waymo to Dallas in 2026. It's the latest win for the tech giant's autonomous driving arm. 🔹The service is currently available in San Francisco & Silicon Valley, Los Angeles, Phoenix, and Austin (via Uber $UBER partnership).…
The AI/Robotic revolution can't happen without rare earth metals: 🔹They're critical for cooling systems inside AI data centers and supercomputers. 🔹These metals are used used in robot joints, drone motors, and electric actuators. They're also found in LIDAR, computer vision,…
$RBRK is another AI cyber stock that looks bottomed out It looks close to breaking out of multi-week wedge pattern. 🔹Rubrik is securing the data stack for Fortune 100s using AI. 🔹ITheir AI-powered threat hunting identifies, isolates, and remediates cyberattacks in real-time.…
Monday Earnings Reactions/Results for AI Stocks: $CLS +11% Double beat. EPS +53% YoY, Rev + 21% $CDNS +7% Double beat. EPS +29% YoY, Rev + 20% $RMBS +5% Double beat. EPS +61% YoY, Rev + 30%
AI Stocks Reporting Earnings on Monday: $CLS – Builds and designs custom AI hardware for hyperscalers and startups, powering data centers and edge deployments. $CDNS – Provides the chip design software (EDA tools) used to create next-gen AI semiconductors. $RMBS – Enables…
AI Stocks Reporting Earnings on Tuesday: $STX – Supplies high-capacity storage drives essential for training and deploying massive AI models. (After the bell) $TER – Tests and validates AI chips at scale, ensuring quality and reliability for advanced semiconductors.(After the…
CRWD looks bottomed out Next leg could send this top cyber play back to all-time highs an beyond 🔹Its Falcon platform processes 230B+ events daily using AI to detect threats before they strike. 🔹New “Charlotte AI” turns every analyst into a threat-hunting machine. 🔹Trusted…
AI is rewriting the rules of cybersecurity $CRWD: CrowdStrike’s Falcon platform uses AI to stop breaches in real time, with 230B+ security events processed daily. $RBRK: Rubrik leverages AI to detect ransomware anomalies before they spread. Big backers: Microsoft $MSTR +…
$ALMU going vertical. Up 5.5% on the day Blue skies, baby
$ALMU maybe the world's most overlooked AI stock Aeluma makes next-gen sensor chips for AI, LiDAR, and quantum tech. It's a microcap AI hardware stock with moonshot upside. $373m market cap Their secret sauce? Scalable compound semis that outperform silicon. 🔹Just scored…
Today, it’s all about the AI buildout. Building the data centers. Packing them with GPUs. Upgrading and enhancing the power grid. But what comes next? A manufacturing boom powered by robots. 🔹The global robotics market is set to hit $260B by 2030, up from ~$70B in 2022.…
$DELL is quietly becoming an AI infra powerhouse. 🔹$10B+ in AI server orders. Musk’s xAI is a customer. So is CoreWeave $CRWV 🔹New PowerEdge servers crush training workload. 4x faster. 11x more bandwidth. Cooler, cheaper. 🔹Partnered with $NVDA to launch the Dell AI Factory,…
Serve Robotics $SERV is a small-cap robotics name to watch.. 🔹SERV is AI on wheels. Its sidewalk robots are doing deliveries in select cities. 🔹Uber Eats $UBER has partnered with SERV for 24/7 autonomous drop-offs for Shake Shack $SHAK, 7-Eleven and more. 🔹Partnered with…
Cathie Wood's big bet on AI is paying off... The ARK Autonomous Technology & Robotics ETF $ARKQ is up 10% this month and 27% in 2025. It's now starting to climb out a base that dates back to 2021. This means the move could just be getting started. Top Five Holdings (YTD…
Nvidia is worth more than the entire crypto market $NVDA: $4.2T Total Crypto Market: $3.9T ($2.4T of that is $BTC) Right or wrong?
Kratos $KTOS is the year's strongest defense name +127% YTD... and it's all because of AI. 🔹Kratos is building AI-powered drones and defense tech that don’t need a pilot or a joystick. 🔹Partnered with Shield AI to fly tactical jets using autonomous software — no human in…
There's the AI arms race. Then, there's the real AI arms race. Think drones, military satellites, and battlefield decision-making. 🔹Last month, the Pentagon awarded $200 million contracts to four U.S.-based AI companies: Anthropic, OpenAI, xAI, and Google $GOOG 🔹Project…
Why are Bitcoin miners pivoting to AI? 🔹Mining margins are getting compressed. Every halving cuts the block reward (i.e., miner revenue) by 50%. 🔹They already have access to cheap power, cooling, and racks. They're perfectly equipped for GPU hosting 🔹Demand for compute is…
Don't sleep on these AI "picks and shovels" stocks: EMCOR $EME – Builds mission-critical electrical and mechanical systems for data centers. Partner to hyperscalers and colocation giants. +67% TTM Comfort Systems $FIX – Installs and maintains HVAC systems for high-demand…
AI is as much an energy revolution as it is a tech revolution.