Benjamin

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[Benjamin @Benjamin_stock0]

$AMD
AMD's primary source of growth has shifted from its traditional PC business to data center AI.

[Benjamin @Benjamin_stock0]

$IBRX Stock Climbs Premarket Despite Investor Stake Cut

[Benjamin @Benjamin_stock0]

$MSFT
Microsoft shares rise against the trend, unaffected by the Iran-related sell-off; company rolls out Mac-style search feature for Windows 11.

[Benjamin @Benjamin_stock0]

$KEEL Appoints New President to Accelerate AI Infrastructure Strategy

[Benjamin @Benjamin_stock0]

$SPCX
Bernstein significantly lowered its price targets for the five major telecom operators, citing valuation risks posed by SpaceX's plans to launch a consumer-facing Starlink mobile service.

[Benjamin @Benjamin_stock0]

$ASTS
AST SpaceMobile is building the SpaceMobile network, which consists of large low-Earth orbit (LEO) satellites.

[Benjamin @Benjamin_stock0]

$PANW has completed the acquisition of CyberArk, marking a significant step in the company's strategic transformation.

[Benjamin @Benjamin_stock0]

$CRM
Salesforce's primary investment narrative is currently shifting from:

"Traditional SaaS CRM company" → "Enterprise AI agent platform company"

[Benjamin @Benjamin_stock0]

$NVDA
NVIDIA’s Vera Rubin AI platform has entered production ramp-up, while its partnership with SK Hynix strengthens the AI memory supply chain for next-generation AI systems.

[Benjamin @Benjamin_stock0]

$MU
Micron is transforming from a traditional cyclical memory chip company into a core supplier of AI infrastructure

[Benjamin @Benjamin_stock0]

$ARM
Arm is transforming from a chip architecture licensing company into a core provider of AI computing infrastructure.

[Benjamin @Benjamin_stock0]

$VKTX
The global obesity treatment market is expanding rapidly, and VKTX aims to capture the market for next-generation weight-loss drugs.

[Benjamin @Benjamin_stock0]

$OKLO: A power infrastructure company for the AI ​​era—providing stable energy for future AI data centers using advanced nuclear reactors.

[Benjamin @Benjamin_stock0]

$MSFT
Microsoft (MSFT) shares remain resilient despite geopolitical tensions between the U.S. and Iran.
After a lackluster performance in the first half of the year, Microsoft's stock is showing renewed momentum and is expected to rise ahead of its earnings release on July 29.

[Benjamin @Benjamin_stock0]

$ONDS shares extend six-week slide—but a "rare opportunity" emerges at seven-month lows.

[Benjamin @Benjamin_stock0]

$ADTX
Aditxt is seeking to unlock asset value by securing a standalone valuation for its proteomics business through the Ignite Proteomics transaction.

[Benjamin @Benjamin_stock0]

$IBRX Would think they would use these down days to Cover, but clearly not happening with Daily Short Volume at records. Short Interest drop of 2% is negligible given 132M Short.

[Benjamin @Benjamin_stock0]

$KEEL
AI data centers are entering the "era of competition for power."

A large-scale AI cluster may require:

Hundreds of megawatts
Or even gigawatt-level power

[Benjamin @Benjamin_stock0]

$CVX
Chevron's stock performed strongly today, emerging as one of the key energy stocks driving the Dow Jones Industrial Average higher.

[Benjamin @Benjamin_stock0]

Wild to see $MU with higher operating margins than $NVDA. That says a lot about where the bottleneck is right now — AI demand is squeezing memory bandwidth harder than compute design. MU is looking more like a key leverage point in the AI stack.