The new $NVDA rival officially IPO’s tomorrow…
$CBRS will price itself at $185 per share which is much higher than the $150 marketed range.
Cerebras has grown sales +76% YoY to $510M, & has a $20B OpenAI deal with $AMZN as a hyperscale customer.
The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is officially done, & we are now onto Phase 2:
PHASE 1 — FOUNDATION LAYER (2023–2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.
$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.
$MU - High bandwidth memory essential for AI servers & large scale compute.
$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.
$INTC - Domestic semiconductor and AI infrastructure turnaround play.
PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027)
$IREN - AI focused data center expansion securing scalable power for next-gen compute.
$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.
$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.
$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.
$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.
PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029)
$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.
$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.
$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.
$ASTS - Space based connectivity enabling future autonomous and AI communication systems.
$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.
PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+)
$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.
$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.
$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.
$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.
$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.
The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout.
SMCI Crushed EPS 🔥
Q3 Adj EPS: $0.84 vs $0.62 est
REV: $10.243B vs $12.332B est
Sees Q4 Adj EPS $0.65-$0.79 vs $0.55 est
Sees Sales $11.0B-$12.5B vs $11.07B est
🟩 +14.55%
LISA COOKED 🚀🚀🚀🤑🎲
Adj EPS: $1.37 vs $1.29 est
REV: $10.253B vs $9.892B est
Sees Q2 Sales $10.9B-$11.5B vs $10.518B est
🟩 +3.03%
So I’ve been seeing ALOT of people struggling with 📈📉trading these last few weeks/months 📆 and just need a fresh start with new trade ideas 💡 and a community all sharing ideas for the next best trade setup.
It’s refreshing when you have community full members even 🛑stopping you from making a trade that could wreck you. Sometimes the battle is within ourselves forcing trades just to try and make up a previous loss 📉🔴 only to dig yourselves in a deeper hole 🕳️
That’s what I find best about this community! Just a clean environment of people trying to help rather than bash you or make fun of you on the internet 🛜 I’ve seen countless occasions of multiple community members jumping in to help someone who is having a hard time trading ❤️
I have included multiple images to this post to help you guys get an understanding of what goes on in the community. Link is below 👇 to those who want to join.
I will warn you guys, they have a very strict policy for clean interactions like no cursing 🤬 or bashing others. So leave the cursing at home 😆 see link below 👇
Try it for free 🆓
🏁✅Free Discord link:
So I’ve been seeing ALOT of people struggling with 📈📉trading these last few weeks/months 📆 and just need a fresh start with new trade ideas 💡 and a community all sharing ideas for the next best trade setup.
It’s refreshing when you have community full members even 🛑stopping you from making a trade that could wreck you. Sometimes the battle is within ourselves forcing trades just to try and make up a previous loss 📉🔴 only to dig yourselves in a deeper hole 🕳️
That’s what I find best about this community! Just a clean environment of people trying to help rather than bash you or make fun of you on the internet 🛜 I’ve seen countless occasions of multiple community members jumping in to help someone who is having a hard time trading ❤️
I have included multiple images to this post to help you guys get an understanding of what goes on in the community. Link is below 👇 to those who want to join.
I will warn you guys, they have a very strict policy for clean interactions like no cursing 🤬 or bashing others. So leave the cursing at home 😆 see link below 👇
Try it for free 🆓
🏁✅Free Discord link: