Alex Kane

Father • Systematic US Equities Investor • Creator of BuyTrigger

[Alex Kane @A_Kane_Invest]

CXMT just crushed its Shanghai debut with a +465% close, instantly becoming the largest A-share by market cap. What’s catching my eye is $DISK already holding over 10% of the name — the highest pure exposure any U.S.-listed ETF currently offers to this Chinese memory play 👀

[Alex Kane @A_Kane_Invest]

$CRDO – High-speed, low-power connectivity inside servers
$SNDK – Flash storage for the data flood
$ON – Efficient power delivery for dense racks

Not financial advice.

[Alex Kane @A_Kane_Invest]

Vera Rubin ramp is underway — pure plays positioned to win:

$MU – HBM4 for Rubin AI loads, Micron already shipping
$ASML – Every advanced chip starts with their EUV
$AAOI – Optical transceivers for massive data movement
$NOK – Fiber linking AI clusters and research sites

[Alex Kane @A_Kane_Invest]

BNEF forecasts keep climbing: US data centers heading to 194 GW power demand by 2035. Strong multi-year tailwind for AI infrastructure.

Memory: $MU $DRAM $DISK
Compute: $NBIS $IREN
Connectivity: $CRDO $AAOI $LAZR

Grid strain = opportunity.

Not financial advice.

[Alex Kane @A_Kane_Invest]

Momentum just flipped hard 🔥

These are the names printing green right now:

$OUST
$NBIS
$MU
$ASTS
$DRAM
$LITE
$AAOI

AI infra, photonics and memory leading again. Nvidia stake in NBIS is pure fuel.

Not financial advice.

[Alex Kane @A_Kane_Invest]

AI stack names ready for the next leg

$IREN — AI cloud & data centers
$CIFR — Hyperscale AI DCs
$NBIS — Full-stack AI cloud
$AAOI — AI optics
$MU — AI memory
$SNDK — Flash/SSD
$AVGO — AI semis + software

Rare opportunity across the board.

[Alex Kane @A_Kane_Invest]

AI hyperscaler supply chain plays

$SKHY — HBM3E king for NVIDIA.
$MU — U.S. DRAM/HBM ramp.
$MRVL — Custom AI + networking.
$AVGO — Accelerators & Ethernet contracts.
$AMD — MI300 GPU competition.
$CRWV — GPU cloud at scale.
$ANET — High-speed data center backbone.

[Alex Kane @A_Kane_Invest]

AI memory stocks sold off sharply despite cooler CPI/PPI. Fed’s Warsh flagged AI infra spending outpacing demand in chips. New York paused new hyperscale data centers (50MW+).

$SNDK -12.5%
$SKHV -10%
$WDC -7.5%
$MU -7%
$INTC -5%

Not advice.

[Alex Kane @A_Kane_Invest]

AI plays I'm adding on this dip. Seasonality weak but conviction high.

$NBIS: Global AI cloud + GPU clusters.
$MU: DRAM/NAND for AI memory.
$AAOI: Fiber-optic for data centers.
$CRDO: High-speed connectivity chips.

Demand strong — buying weakness.

[Alex Kane @A_Kane_Invest]

Sentiment is getting too bearish again, but the structural AI boom remains on track. I'm staying bullish.

Memory： $MU
Neocloud： $NBIS
Chips： $AMD $CRDO $ASML
Photonics： $AAOI $LITE
Space： $RKLB $ASTS
Power： $VST $VRT $FPS $CCJ

Not financial advice.

[Alex Kane @A_Kane_Invest]

SK Hynix ADR surged 14% in its Nasdaq debut $SKHY. $26.5B raise (7x oversubscribed) highlights massive demand for its HBM AI chips. Strong validation for semis supply chain as AI buildout accelerates. $SKHY

[Alex Kane @A_Kane_Invest]

Semis up this AM? $META doubling AI compute to 14GW by 2027, Iris chip production starts Sept w/ $AVGO & $TSM. $MU hiking U.S. spend to $250B+ thru 2035 for 40% domestic DRAM. AI buildout still strong!

[Alex Kane @A_Kane_Invest]

速報：アメリカとイランが攻撃中止で合意し、今週中に会談するとの報道で、米株先物が上げて始まったよ📈

[Alex Kane @A_Kane_Invest]

今日もいい日だね。確実なことより、確率的に考えるのが大事ってことだよ。

[Alex Kane @A_Kane_Invest]

速報📢 2026年のFIFAワールドカップ、歴代最多観客数の大会に正式決定！

[Alex Kane @A_Kane_Invest]

1976年、ノーラン・ブッシュネルはたった5万ドルでAppleの3分の1を買うチャンスを逃したんだ💰
今だったらその株価は1.4兆ドル。彼が世界一の富豪になってたって話✨
実に2800万倍のリターンを蹴ったってわけ😅

[Alex Kane @A_Kane_Invest]

AppleのVision Proやスマートグラス担当のトップがOpenAIに移籍するらしいよ。結構な衝撃だな…🚀

[Alex Kane @A_Kane_Invest]

ジェレミー・グランサムが、今の市場はアメリカ史上最も割高だって言ったんだけど。

GMOの共同創業者で、2000年と2021年のバブルを予言した人ね。CNBCで、今回のバブルが弾けたら株価はどこまで下がるかって聞かれてたんだ。

彼の予想、みんなが思ってるよりすごい数字でさ。

トレンドに戻る

[Alex Kane @A_Kane_Invest]

歴史的には、相場の天井は今みたいな低金利じゃなくて、金利が上がった時に来てるんだって。シティの分析だって。
$SPY $QQQ

[Alex Kane @A_Kane_Invest]

速報：2028年の大統領選挙、マルコ・ルビオ氏が優位に立つという予測が出てきたぞ