Evidence

We think there's a similar share gain story possible for AMD in the data center space with regards to GPUs... AMD is coming to market with their own rack scale solution called Helios that they expect to go toe-to-toe with Nvidia's next generation Vera Rubin. So, we're excited to

— ARK Invest

What's in the discretionary spending bucket? Well, um, a couple of the big names, at least from an equity perspective, are Tesla and Amazon. I I think both names are pretty decent here.

— Real Vision

What's in the discretionary spending bucket? Well, um, a couple of the big names, at least from an equity perspective, are Tesla and Amazon. I I think both names are pretty decent here.

— Real Vision

the robo taxi business is at a point now where they are really just in the early early innings and we expect that to be very cash flow generative and you know it's not yet at scale

— ARK Invest

Oracle is ripping because I think the market is, 'Hey

— The Compound

let's go back to the boring, most obvious AI infrastructure and video. Nvidia. We're we're talking about the five-layer cake assumptions. We are all out building, especially the bottom three layers. That's where all the investment is flowing in 2025, 2026, and probably also in 20

— Chip Stock Investor

To me, the clearest the the the my reading from this is I should buy more Nvidia. I own Nvidia. buy more.

— The Compound

I'm excited for Tesla. I'm excited for Tesla shareholders. I'm excited for Arcs clients. Um, because I do think now this slowly, slowly, slowly is moving into all at once.

— ARK Invest

it might not be inconceivable that um Micron, the supplier of HPMs, might be more valuable than Meta in the next 6 to 12 months... Because it's still the bottleneck. Whatever is the bottleneck will command the price.

— 20VC with Harry Stebbings

our bigger positions right now in terms of tech and some of these bigger companies would really be Amazon... you look at Amazon, it's trying to do some of that things in space... I think there could be some hidden value there... Amazon gave up about 40 45% of its value [in 2022-2

— Wealthion

we just saw breakout earnings from from Micron which are not that surprising. Uh I think RAM demand is going to continue to be pretty high for at least quarters.

— Macro Voices

Green-bodied hammer... Buyers certainly stepped up off the lows of the weekly range, bought price, and sent it back up to the open through the open range expansion, closed at the highs of the weekly range. Very good show of strength from those buyers on small caps... price on sma

— Trade Brigade

I did put my money where my mouth is when Trump put his money into Intel. I was like I'm getting long zebras and I loaded the flotilla. So it's been that's been pretty good for me.

— tastylive

Microsoft is one of those trades that I didn't catch early on. So, it is one of those that looks a little bit more attractive to get on long Delta after all of the aftermath

— tastylive

I'll sell the put instead of buying the stock, put the odds in my favor, and get a decent return on capital while I'm waiting for the stock to rally.

— tastylive