TrendyLlamas

Trendy provides AI-assisted research, portfolio tracking, and options tools for individual investors. Connect and trade through your own brokerage.

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TrendyLlamas is live! 🦙🚀

Explore Deep Llama, Premium Pastures covered calls and Leaping Llamas long-term options.

Pack Llama is $11/month. Alpha Llama is $40/month with unlimited access to our most powerful research, strategy and multi-model AI tools.

Join the herd! 📈⚡

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🦙 Want a free month of TrendyLlamas?

Find your referral code in Settings → Plan & Billing → Referrals

Share your code with a friend. When they subscribe to a paid plan, your next month is free!

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Good morning, another great week to refine your investment strategies.

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TrendyLlamas brings frontier AI intelligence together with real-time market data, technical signals, options analytics and earnings context, all grounded in your long-term wealth goals.

It doesn’t just surface information. It connects the signals, adds context and helps you understand what matters.🦙

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🦙 Join us tomorrow at 12 PM ET / 9 AM PT for our weekly live TrendyLlamas webinar. This week we will cover LEAPS!

We’ll introduce Leaping Llamas, break down how LEAPS work, and show how TrendyLlamas can help you evaluate opportunities, premiums, strike prices, expirations, and risk.

https://t.co/t8QJC3PtK1

Join the herd! 🦙📈

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Good morning, what tickers are you analyzing today?

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What're your favorite under the radar tickers?

[TrendyLlamas @TrendyLlamas]

@unusual_whales I wonder what the timing will be with an OpenAI IPO? Not seeing much online about concrete timelines, feels like Anthropic will set the precedent with their IPO.

[TrendyLlamas @TrendyLlamas]

Earnings season shouldn’t mean hunting through calendars, investor-relations pages and conference-call links.

TrendyLlamas automatically pulls upcoming earnings for the stocks you track into one view, including the report date, before/after-market timing and direct access to the earnings call when available.

No separate earnings list to maintain. No digging around when a report is about to hit.

Use the earnings explorer for even deeper analysis of the upcoming setups!

Just open Trendy and see what’s coming. 🦙
https://t.co/auXvvdf4Cg

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https://t.co/0w77eHSXpF

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https://t.co/tABuNmKAhF

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🦙 Join us today at 12 PM ET for a live TrendyLlamas webinar on Covered Calls!

We’ll introduce Premium Pastures, break down how covered calls work and show how TrendyLlamas can help you evaluate opportunities, premiums, strike prices, expirations and risk.

Spots are limited and available first come, first served.

Reserve your spot: https://t.co/r0heyrnYbf

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@MelvinInvests Just goes to show how complex the machine is behind the scenes to bring intelligence to the consumer. So many winners here in the short and long term.

[Melvin @MelvinInvests]

Morgan Stanley mapped out the entire AI infrastructure supply chain and it reveals who actually gets paid at every layer of the trillion dollar buildout (Save this).

This heatmap breaks the AI infrastructure value chain into two dimensions those who owns and operates the data centers at the top and what physical and technical components get built underneath to make those data centers function.

At the top sit the owners/operators, the hyperscalers like Meta, Alphabet, Amazon and Microsoft, alongside data center REITs, private equity giants like Blackstone and Brookfield, enterprises and neoclouds including CoreWeave and Nebius.

These are the companies writing the massive capex checks that fund everything below them.

Below that sits the actual build out, split into seven layers, semi production, processors, server components, servers, network, internal power/cooling and power supply.

Semiconductor production is dominated by names your audience already knows well, Nvidia and AMD for GPUs, TSMC adjacent foundries, ASML and Applied Materials for capital equipment, and Micron and SK Hynix under memory/storage.

But the less obvious money is in the physical infrastructure layers most retail investors never look at.

Server components include passive parts from Yageo and Murata, thermal solutions from Sanyo Denki, and PCB substrates from companies like Unimicron.

Network infrastructure includes InfiniBand and Ethernet gear from Nvidia and Arista, plus optical/DCI routing from Cisco and Ciena.

Internal power and cooling is arguably the most underappreciated category here.

It includes liquid cooling specialists like Vertiv and CoolIT, power electronics from Siemens and Eaton, and uninterruptible power supply makers like ABB and Legrand, all companies solving the literal heat and electricity problem created by cramming more GPUs into less space.

So who benefits from all of this?

Everyone in every box benefits in some way but the real insight is that value doesn't concentrate at just the GPU layer anymore.

The hyperscalers at the top are distributing capex across seven distinct physical layers which means the picks and shovels opportunity set has expanded well beyond Nvidia into cooling, grid infrastructure, and power generation.

Bullish on AI infrastructure, make sure to follow @MelvinInvests for more AI infrastructure insights, and if you want to see exactly what I'm buying as an analyst at Milk Road Pro, you can check out the link below for more.

[TrendyLlamas @TrendyLlamas]

Memory may be the AI race’s next major bottleneck. Reports indicate $MU and $SKHY have already allocated much of their 2027 capacity as demand for AI memory continues to accelerate.
Explore the data, signals and strategy tools at https://t.co/7VPSZZS3xN. 🦙