AI Alphas

AI Engineer and Investor.
Research on AI infrastructure, semiconductors, and emerging winners.

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[AI Alphas @aialphas]

Hey @grok when will $IREN reach $100?
...
The AI buildout is creating a new class of strategic assets.

Not software.

Not models.

Not GPUs.

Power, land, and deployable capacity.

That's the layer many investors are still overlooking.

[AI Alphas @aialphas]

How to correct the market

[Commentary Donald J. Trump Posts from Truth Social @DonaldTrumpNat]

Stocks should go up next Monday.

[AI Alphas @aialphas]

Physical AI is going to run the markets even more in 2027-28

[AI Alphas @aialphas]

$NBIS

Most investors see a fast-growing AI cloud company.

I see a company trying to solve one of the biggest constraints in AI: capacity.

Q1 revenue grew 684% YoY to $399M.

Contracted power capacity is expected to exceed 4 GW by year-end.

The long-term question isn't demand.

It's how much infrastructure Nebius can build before everyone else catches up.

[AI Alphas @aialphas]

$AVGO

The AI buildout is creating demand for far more than GPUs.

As clusters scale, networking, switching, and custom silicon become increasingly important.

Compute gets the attention.

Moving data efficiently captures more value than many investors realize.

[AI Alphas @aialphas]

@damnang2 Love it

[AI Alphas @aialphas]

Jensen Huang is promoting AI in South Korean companies... here is some research I am looking into

Point2 Technology (Private): Nvidia directly invested in this KAIST-born startup to scale their e-Tube technology, which replaces traditional cables to remove data bottlenecks in AI data centers.

📍 Hyundai Motor Group $HYMTF Nvidia is partnering heavily with the automotive giant on physical AI, autonomous driving infrastructure, and robotics.

📍 SK Telecom $SKM A core telecom partner working with Nvidia to build sovereign AI cloud infrastructure, digital twins, and AI data centers across Korea.

📍 Samsung Electronics $SSNLF A critical supply chain pillar deep in collaboration with Nvidia for next-generation High-Bandwidth Memory (HBM) validation.

📍 SK Hynix Private/KRX: 000660 Nvidia's primary premium HBM supplier, essential for powering high-end AI graphics processing units.

Follow for more deep research on these companies

[AI Alphas @aialphas]

@HillSignalapp Thanks :)

[AI Alphas @aialphas]

AI markets are setting up for the reversal of a lifetime if a broader market correction hits this summer.

Add these 5 hyper-growth stocks to your watchlist for the ultimate dip-buy:

$NVDA — Designs the AI chips that run the entire modern world Buy zone: $140–$150 | 52-week support floor, ultimate backlog king

$PLTR — Enterprise AI software adoption scaling at insane speeds Buy zone: $90–$100 | Massive revenue acceleration, institutional favorite

$AVGO — Custom silicon and interconnect infrastructure play Buy zone: $240–$260 | Crucial networking bottleneck play for data centers

$MSFT — The distribution layer for global enterprise AI deployment Buy zone: $350–$365 | Multi-year support zone, massive cloud capex compounding

$ANET — Ethernet switches powering massive AI clusters at scale Buy zone: $90–$100 | The underlying backbone of hyperscaler buildouts

♻️ RESHARE this post and write 1 comment, I'll DM you my absolute favorite play that hasn't exploded yet!

[AI Alphas @aialphas]

@HillSignalapp Glad you agree! Great insight

[AI Alphas @aialphas]

@waiternation @McnallieM Anytime! Glad you took something away

[AI Alphas @aialphas]

$KEEL is down 7% after-market following the announcement of 350 million in senior convertible notes. This will provide more cash on hand; however, I view it as bullish long-term, regardless of the slight drop.

[AI Alphas @aialphas]

https://t.co/9TAFRmMu4U

[AI Alphas @aialphas]

$SOI

AI is driving demand for more compute.

More compute drives demand for more advanced semiconductors.

The materials enabling those semiconductors rarely get the attention.

Silicon-on-insulator sits deeper in the stack than most investors realize.

[AI Alphas @aialphas]

@PhotonCap You know best!

[AI Alphas @aialphas]

@Jorlev_11 I'll look into it!

[AI Alphas @aialphas]

Here are 5 AI-related stocks I am looking at for 2026-7

AR WEARABLES & DISPLAY $KEEL

Kopin Corporation. AI/AR Wearables Play. Bullish technical pattern crossing the 50-day MA. Direct catalyst with military contracts for lightweight display tech.

OPTICAL INTERCONNECT & TRANSCEIVERS $POET

POET Technologies. Optical Interconnect Leader. Essential silicon photonics components for next-gen data centers. Perfect play for the 'Memory & Optical' bottleneck.

Applied Optoelectronics. $AAOI

Optical transceivers for data center buildouts. Demand is high with strong manufacturing scalability. Low valuation compared to legacy optical plays.

RF, MILLIMETER WAVE & NETWORKING $SIVEF

Sivers Semiconductors. RF & Millimeter wave solutions. Crucial infrastructure for 5G/AI network architecture and satellite communications. Moving average crossover with strong volume.

AI CLOUD & GPU INFRASTRUCTURE $NEBIUS

Nebius Group. AI Cloud & GPU infrastructure. Emerging European player acting as a high-growth alternative to CoreWeave and Applied Digital. Proximity to key tech hubs gives them a massive edge.

[AI Alphas @aialphas]

Ray Dalio has predicted 27 of the last 2 recessions

[unusual_whales @unusual_whales]

BREAKING: Ray Dalio has said that the AI bubble will burst eventually.

[AI Alphas @aialphas]

@LeeHyun81528 Thank you!

[AI Alphas @aialphas]

My thesis on $KEEL still stands for a high-level analysis as an AI engineer if you are interested in AI infrastructure.

This is a perfect potential buying opportunity

[AI Alphas @aialphas]

https://t.co/9TAFRmMu4U

[AI Alphas @aialphas]

@ligero_official Good anaylsis!

[AI Alphas @aialphas]

This marks 12 days in a row $KEEL has been green. Unheard of