Ichimoku Trends

I share my own market research and trades. Not investment advice. Positions disclosed when discussed. Do your own research.

[Ichimoku Trends @Ichimoku_Trends]

That’s another reason I’m increasingly interested in the picks-and-shovels behind commercial drones — autonomy chips, batteries, sensing and edge AI.

No positions but watching the following.
$AMBA $AMPX

[Ichimoku Trends @Ichimoku_Trends]

Amazon reportedly wants to go from around 85 same-day hubs today to 1,000+ by 2031.

Most people will look at this as Amazon vs Walmart.

I think there’s another angle worth watching.

Amazon has already said Prime Air drones will launch from its Same-Day Delivery sites.

[Ichimoku Trends @Ichimoku_Trends]

And Prime Air is targeting nearly 500 U.S. cities/towns by the end of this year.

So these aren’t necessarily just warehouses.

Amazon may be quietly building the physical network needed to eventually scale drone delivery nationwide.

[Ichimoku Trends @Ichimoku_Trends]

Names I’m digging into: $CERT $RXRX $ABSI
I already own $ABCL.

Disclosure: long $ABCL. No positions in the other names mentioned.

[Ichimoku Trends @Ichimoku_Trends]

Novo just partnered with Anthropic to use Claude Science in actual drug discovery.

The obvious takeaway is “AI + biotech.”

I think the more interesting one is this:

AI models themselves may become commodities. Proprietary biology becomes the moat.

[Polymarket @Polymarket]

BREAKING: Ozempic maker Novo Nordisk partners with Anthropic to speed drug development using Claude Science.

[Ichimoku Trends @Ichimoku_Trends]

Big Pharma doesn’t need to build the best AI model. They can rent Claude and connect it to their own data, scientists and labs.

That makes me more interested in companies owning proprietary datasets, wet labs and validated drug-development infrastructure.

[Ichimoku Trends @Ichimoku_Trends]

Compute could increasingly shift toward inference actually deploying AI at scale.

That keeps me interested in the less obvious AI beneficiaries: cooling, power, transformers, switchgear and rack infrastructure.

$MOD $TSSI are a few I am watching

[Ichimoku Trends @Ichimoku_Trends]

Anthropic is calling for slowing frontier AI development… while signing a deal for a 2.16 GW AI data center.

I think there’s an important distinction being missed here:

Slower frontier training doesn’t necessarily mean slower AI infrastructure spending.

[Ichimoku Trends @Ichimoku_Trends]

@Investor_NICK_ $INMD

[Ichimoku Trends @Ichimoku_Trends]

@marketplunger1 $INMD - not quite surgery however deals with Aesthetics

[Ichimoku Trends @Ichimoku_Trends]

@marketplunger1 $INMD ?

[Ichimoku Trends @Ichimoku_Trends]

@dissectmarkets @growthrapidly Are you still bullish even with poor earnings recently? I love GenK but would love your input

[Ichimoku Trends @Ichimoku_Trends]

@CapitalFang Are you holding?

[Ichimoku Trends @Ichimoku_Trends]

@RodmanM1 I hold this position, but do you know why it is rising on this news? Isn’t this expected? They have to announce earnings

[Nostalgic Hubb @NostalgicHubb]

This Real Madrid goal is an absolute JOKE 🤯

[Ichimoku Trends @Ichimoku_Trends]

@pennycheck What are your favorites here?

[Ichimoku Trends @Ichimoku_Trends]

@PistolasVa76297 @kingtutcap Yup just lost me > 10% of the trade..

[Ichimoku Trends @Ichimoku_Trends]

@Namzes_G I think $GO should be next

[Ichimoku Trends @Ichimoku_Trends]

@CapitalFang In this case would you be selling?

[Ichimoku Trends @Ichimoku_Trends]

@harrydunn88 Is it soon?