HudsonCane

Rutgers University/Bleeds Cane Football 🙌🏈/Yankees ⚾️

[Kaizen 黒 @NextGenAi5]

CLAUDE IS A STOCK MARKET GENIUS.

99% OF PEOPLE STILL DON'T KNOW HOW TO USE IT.

8 PROMPTS TO UNLOCK THE AUTOMATION OF YOUR TRADING: 👇

[❤~Stefie #NYGiants~❤ #YANKEES @stefiegirlNYG]

Brian Cashman turned the Yankees into baseball’s most expensive participation trophy.
All the money, zero urgency, endless “we’re close” excuses.
16 years, no World Series. Fire him. #Yankees #FireCashman #repbx

[Saira @AiWithSaira]

CLAUDE IS A STOCK MARKET GENIUS.

99% OF PEOPLE STILL DON'T KNOW HOW TO USE IT.

8 PROMPTS TO UNLOCK THE AUTOMATION OF YOUR TRADING: 👇

[HudsonCane @CanteroHenry]

@CorryAKnowles

[HudsonCane @CanteroHenry]

@EndWokeness

[Justin Banks @RealJGBanks]

Most investors are chasing the AI MEMORY BOOM.

I'm positioning for the entire AI BUILDOUT.

The next 10 YEARS AI buildout in phases:

2026–2027: BUILD THE FOUNDATION

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC

Memory: $MU $SNDK $WDC

Photonics: $GLW $AAOI $NVTS

Networking & Connectivity: $ANET $QCOM

Infrastructure: $SMCI $DELL $NBIS

Data Centers: $IREN $HIVE $APLD

2028–2030: BUILD THE POWER

Grid: $PWR $HUBB $VRT

Electrification: $GEV $TE $ALB

Nuclear: $UUUU $SMR $OKLO

AI Applications: $CRM $NOW $SNOW

2030+: BUILD THE FUTURE

Robotics: $TSLA $SERV $SYM

Autonomy: $ACHR $JOBY

Drones: $AVAV $KTOS $ONDS

Defense: $LMT $NOC $PLTR

Space: $RKLB $ASTS $LUNR

Quantum: $IONQ $QBTS $RGTI

Those who FOLLOW will RETIRE EARLY

[All The Right Movies @ATRightMovies]

The iconic, nearly wordless opening of ONCE UPON A TIME IN THE WEST. It uses only natural sounds to build tension. Al Mulock, one of the gunmen, died by suicide during filming—adding a somber note to an incredible legendary sequence.

[HudsonCane @CanteroHenry]

@kittenaround_51 #1 David Lee Roth

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

Space
• $RKLB $96
• $ASTS $89
• $PL $30
• $BKSY $34

Quantum
• $IONQ $48
• $RGTI $25
• $QBTS $26
• $INFQ $13

Drones
• $ONDS $6
• $AVAV $170
• $KTOS $52
• $UMAC $15

Nuclear
• $OKLO $59
• $UUUU $14
• $GEV $906
• $LEU $168

Photonics
• $AAOI $150
• $LITE $698
• $COHR $283
• $AEHR $71

CPU Bottleneck
• $AMD $339
• $INTC $89
• $ARM $233
• $AMKR $56

AI Utilities
• $IREN $51
• $NBIS $158
• $CIFR $17
• $CRWV $103

AI Power
• $EOSE $7
• $BE $206
• $NVTS $20
• $VRT $273

AI Hardware
• $NVDA $196
• $TSM $333
• $ASML $1,283
• $MU $541

AI Applications
• $PLTR $132
• $NOW $99
• $CRWD $548
• $ZETA $17

AI Connectivity
• $AVGO $360
• $ALAB $228
• $CRDO $158
• $MRVL $145

Physical AI
• $TSLA $413
• $AMZN $247
• $GOOGL $314
• $ISRG $435

[Equity investor @equitydd]

TOP THEMES DRIVING THE AI REVOLUTION

1. AI Compute / Chips & Silicon

$NVDA $AMD $AVGO $MRVL $QCOM

2. Optical / Connectivity / Networking

$LITE $AAOI $CRDO $ALAB $COHR

3. Power / Grid / Cooling / Electrification

$VRT $PWR $POWL $NVT $VICR

4. Semiconductor Manufacturing / Foundry

$TSM $GFS $TSEM $UMC $INTC

5. Electronics Manufacturing / PCB / Hardware Buildout

$TTMI $CLS $FLEX $FN $DELL

6. Memory / HBM / Storage

$MU $SNDK $STX $WDC $DRAM

7. Semiconductor Equipment

$AMAT $LRCX $ASML $UCTT $ICHR

8. Neocloud / AI Cloud Infrastructure

$NBIS $CRWV $WULF $CORZ $APLD

9. Semi Materials / Wafer Supply Chain

$AXTI $ENTG $CCJ $MP $ONTO

10. Data Center Construction / EPC / Infrastructure Buildout

$EME $AGX $STRL $MTZ $MOD

[HudsonCane @CanteroHenry]

@NoDMsPerfavore

[Mark Sterling @MarkSterling0]

A few days ago, $NVDA CEO Jensen Huang revealed the full five-layer stack that underpins the AI supercycle…
These 5 layers include:
Energy：
1. $CEG
2. $VST
3. $OKLO
4. $EOSE
5. $GEV
Chips & Computing：
1. $NVDA ,
2. $AMD
3. $TSM
4. $MU
5. $ARM
Cloud & Data Centers：
1. $NBIS
2. $IREN
3. $CRWV
4. $APLD
5. $CIFR
AI Models：$MSFT
1. $GOOGL
2. $META
3. $AMZN
4. $ORCL
Applications：
1. $PLTR
2. $TSLA
3. $NOW
4. $SNOW
5. $CRM
Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.
Bookmark this post for research!

[Danny Naz @ThePupOfWallSt]

TSMC’s “Three-Layer Cake” is really the roadmap for the next phase of AI infrastructure.

Layer 1 is compute:
$NVDA $AMD $AVGO $MRVL $MU $ARM $SNPS $CDNS

Layer 2 is packaging, power, cooling, and manufacturing:
$AMAT $ASML $LRCX $KLAC $TTMI $VRT $ETN $MPWR $NVTS

Layer 3 is photonics and optical networking:
$COHR $LITE $AAOI $CRDO $ALAB $ANET $CSCO $CIEN $GLW

The AI trade is no longer just about GPUs.

It’s turning into an entire industrial ecosystem.

[Spencer Pratt @spencerpratt]

dear @Google Wtf is this

[James Woods @RealJamesWoods]

The Mayor of Charlotte is demanding people stop posting this reminder of the lovely innocent Iryna Zarutska butchered by a savage on Charlotte public transit. He was on probation by a liberal activist judge.

[Spencer Pratt @spencerpratt]

mother’s day is every day

[Emotion & Music @Emotion78687]

"The Winner Takes It All" was written by Björn Ulvaeus shortly after his divorce from Agnetha Fältskog (in 1979). He composed the music and the entire lyrics in a single night, as a way of processing the pain of separation.

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103

AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258

AI Hardware
• $NVDA $179
• $TSM $327
• $ASML $1,247
• $MU $494

AI Applications
• $PLTR $138
• $SNOW $134
• $CRWD $433
• $ZETA $17

AI Connectivity
• $AVGO $349
• $ALAB $189
• $CRDO $151
• $MRVL $131

Agentic AI
• $NET $180
• $DOCN $112
• $FSLY $17
• $MSFT $404

Physical AI
• $TSLA $359
• $AMZN $245
• $GOOGL $307
• $ISRG $448

Space
• $RKLB $73
• $ASTS $64
• $PL $27
• $BKSY $30

Drones
• $ONDS $10
• $UMAC $12
• $AVAV $170
• $KTOS $50

Nuclear
• $OKLO $69
• $UUUU $19
• $GEV $878
• $LEU $183

Photonics
• $AAOI $123
• $LITE $655
• $COHR $252
• $AEHR $67

CPU Bottleneck
• $AMD $321
• $INTC $88
• $ARM $186
• $AMKR $56

[WFAN Sports Radio @WFAN660]

We are devastated to hear about the passing of John Sterling, a WFAN and Yankees radio icon whose voice was synonymous with an entire generation of Yankee fandom.

Rest in peace, John ❤️

[The Movie Professor 🎬🎥📺 @FunMovieTVFan]

Released March 25, 1983