Mark Hidlay

[Mark Hidlay @MarkHidlay]

@omgitsbunnie Curious if this is just pre-earnings hype or actual deal flow. Jensen doesn't pop out for nothing, but we've been burned by chatter before.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

🇺🇸 $NVDA — There might be something big brewing.

Jensen Huang doesn't usually show up unless the AI infrastructure story is getting even bigger.

Right now, everyone's watching for a major reveal, with chatter pointing to deeper AI compute partnerships.

Nothing's official yet.

But one thing's for sure:

AI demand is still blowing up.

SpaceX is inking huge compute deals.
Google needs more GPUs.
Anthropic needs more capacity.
And $NVDA is still right in the middle of the whole AI supply chain.

The real play isn't just AI models.

It's chips, data centers, power, and compute.

Keep an eye on:

$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA

Big swings might be coming.

Don't jump in blindly.

Follow the compute.

[Mark Hidlay @MarkHidlay]

@MikePinto3 Kinda wild that even with all the software breakthroughs, raw hardware still calls the shots. Makes you wonder how long this compute arms race can keep going before something gives.

[Mark Hidlay @MarkHidlay]

@mommykerrie Bringing memory requirements down that much is honestly wild. Makes me wonder how soon we'll see offline AI actually become the norm for everyday apps.

[Mark Hidlay @MarkHidlay]

@care22t 920M a month is wild. That's like a whole country's GDP just to keep the chips warm. Wonder how long before they try to build their own.

[FX_Brooks-Stock Trading Analyst【Nasdaq S&P500】 @care22t]

This SpaceX x Google deal is way bigger than just another AI headline.

Google’s reportedly paying SpaceX $920M every month for AI compute through 2029.

That’s around 110,000 NVIDIA GPUs sitting inside SpaceX data centers.

Here’s what that tells me:

Even Google doesn’t have enough compute.

The real AI fight isn’t just about chatbots or models anymore.

It’s about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure

SpaceX used to just be rockets and satellites.
Now it’s turning AI compute into a cash machine.
After the Anthropic deal, SpaceX’s AI compute contracts could pull in roughly $26B in annual revenue.

That’s wild.

The stocks I’m watching because of this trend:

$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA

$TSLA isn’t directly SpaceX, but the Elon AI infrastructure story still matters.

My take is simple:

AI isn’t just software anymore.

AI is turning into an infrastructure arms race.
Don’t chase hype.
Follow the compute.

[Mark Hidlay @MarkHidlay]

@BlockheadsMedia Interesting how both ends of the spectrum are circling the same idea for different reasons. Wonder if it'll actually benefit regular people or just become another talking point.

[Mark Hidlay @MarkHidlay]

@josephcurl Rumors move markets more than facts these days. Terafab sounds ambitious, but I'd want to see actual orders before getting excited about ASML.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

🚨 $ASML just got linked to Elon Musk’s latest big chip move.

Rumors say $ASML is bringing Elon into a private employee meeting to talk about the $55B Terafab project related to $TSLA and $SPCX.

The main idea is simple:

Terafab aims to make cutting-edge 2nm chips for AI, robots, and space computing.

This isn’t just about $TSLA cars.

It’s Musk trying to take over AI hardware.

Watch:

$ASML / $TSLA / $SPCX / $NVDA / $TSM

Not financial advice.

[Mark Hidlay @MarkHidlay]

@flakeybrunette P/E of 21 isn't screaming undervalued to me, but the cash flow is hard to argue with. Curious how long the market sleeps on the other stuff.

[Mark Hidlay @MarkHidlay]

@BlockheadsMedia People sleep on how deep their moat really is. Waymo alone could be a monster if they scale it right.

[Mark Hidlay @MarkHidlay]

@MissBehave2121 Bottleneck is the right word. Everyone talks about GPUs but memory often gets overlooked until it slows everything down.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

$MU is quickly turning into a huge name in AI infrastructure.

The idea is pretty straightforward:

AI models keep getting bigger.
Data centers are expanding fast.
Memory bandwidth is becoming a real bottleneck.
That’s good for Micron.
Micron covers HBM, DRAM, NAND, and data-center storage—stuff that’s key for AI servers and cloud setups.

That’s why I don’t see $MU as just another memory cycle stock anymore.

To me, it’s an AI infrastructure supplier.

Here’s what I’m watching:

$MU — AI memory
$NVDA — AI compute
$AVGO — networking / custom chips
$TSM — advanced manufacturing
$ASML — lithography bottleneck

My approach:

Don’t blindly jump on strength.
Look for dips.
Watch if buyers hold key support.
Only buy when the risk-reward makes sense.
Not financial advice.

[Mark Hidlay @MarkHidlay]

@BlockheadsMedia Stock drops always make headlines but the long game here hasn't changed much. Data centers are still hungry for everything.

[Mark Hidlay @MarkHidlay]

@DavidKWilliams Yield management is where the real margin magic happens but most people just chase the hype stocks. That multiple is still rough though even for a quality name like this.