Bethany

Explorer 🧭 🧳 Investor💰

[Arielle Kane @ariellesophia]

Hey! @elonmusk your doge minions just fired me and my colleagues at CMMI. We were working on improving maternal health outcomes AT LOWER COSTS so that less pregnant women would die in this county. I thought that would fit nicely into your agenda?

[Shay Boloor @StockSavvyShay]

We're still in the heart of earnings season -- here are the top earnings I'll be watching next week 🧐

Tuesday | $WGS, $ANET, $CDNS, $FOUR

Wednesday | $GLBE, $CVNA, $TOST, $ENVX, $WIX, $ADI, $ETSY, $FVRR, $VMEO, $EXAS, $RELY, $KVYO, $AMPL

Thursday | $WMT, $BABA, $U, $CCJ, $NU, $MELI, $RIVN, $XYZ, $MP, $INDI

[Shay Boloor @StockSavvyShay]

$NVDA stands to benefit as $MSFT ($80B), $GOOGL ($75B) & $META ($65B) drive $220B+ in CapEx toward AI infrastructure in 2025.

With NVIDIA trading at a 0.6 forward PEG -- the recent dip looks buyable once they reclaim $125 -- especially as earnings momentum builds.

[legen @legen_eth]

Can’t sleep

[Brett Krieger @BrettKrieger12]

Alex Karp’s message to retail shareholders 🫶🏼

$PLTR

[Garcia @GarciaCap]

$PLTR investors hitting each other up rn

[Shay Boloor @StockSavvyShay]

DeepSeek’s Playbook Aftermath on the Semiconductor Value Chain

All equipment manufacturing companies wouldn’t be uniformly hurt by DeepSeek’s principles, but the impact would vary depending on their position in the value chain and how well they adapt to a more cost-conscious, constraint-driven, and open ecosystem.

Why Some Equipment Manufacturers May Be Hurt

1. Cost Pressure from More Efficient AI

• As computing becomes cheaper and demand shifts toward resource-efficient designs, manufacturers of high-cost, capital-intensive equipment could face reduced demand for top-tier production tools.
• Companies like $AMAT and $LRCX, which rely on sustained demand for cutting-edge tools in advanced node production, may feel the squeeze if demand for smaller, less complex chips grows instead.

2. Shift Toward Open Architectures

• Open-source frameworks could encourage more diverse, modular hardware designs. This might reduce the need for highly specialized manufacturing equipment that serves proprietary designs.
• $KLAC, which focuses on process control for advanced nodes, could face reduced demand if customers prioritize simpler, cost-effective designs.

Why Some Equipment Manufacturers May Benefit

1. Increased Volume from Broader AI Deployment

• Even if individual chips or tools become cheaper, the sheer volume of semiconductors required for widespread AI deployment could boost overall demand. Companies like $ASML, which dominates EUV lithography, are likely to benefit from the continued need for cutting-edge nodes.
• As AI scales, $TSM will rely on equipment from manufacturers like $LRCX and $KLAC, ensuring steady demand for their tools, even with evolving design requirements.

2. Demand for Innovation in Cost-Efficiency

• Resource constraints will drive demand for tools that enable efficient use of materials and energy. Companies with solutions targeting this need, like $KLAC (yield improvement tools) and $CDNS & $SNPS (EDA tools for innovative designs), are positioned to thrive.

3. Support for Specialized AI Applications

• Niche markets, such as AI at the edge, will still require advanced manufacturing equipment for producing specialized chips, benefiting companies like $AMAT and $LRCX.

[amit @amitisinvesting]

the urge to pull the trigger and start buying immediately

vs

the urge on wanting to get the bottom because the market can get much more stupid than what we are seeing right now

i need to close my brokerage app

[Shay Boloor @StockSavvyShay]

Added 50% to my $ASTS position 😏

[Shay Boloor @StockSavvyShay]

BLOOMBERG REPORTS $PLTR IS VYING FOR A $22B ARMY IVAS HEADSET CONTRACT 👀

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Just in: The Pelosi affect is officially real

Yesterday news broke that she opened a brand new ~$100K position in Tempus AI $TEM

Today it's up 30%

Literally from the news that Nancy Pelosi is bullish

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: Here's the first image of Ross Ulbricht leaving prison as a free man 🧡

[Coach Mak | Know Your Money @WealthCoachMak]

What is Theta in Options Trading?

Theta measures the rate of decline in an option's value with the passage of time

Time decay

A brief thread 🧵👇👇

[CryptosRus @CryptosR_Us]

🚨BREAKING: A source close to the 🇺🇸White House says a Ross Ulbricht pardon is "incoming" 🔥

[Investing.com @Investingcom]

*TRUMP IS SET TO ANNOUNCE BILLIONS OF DOLLARS IN PRIVATE SECTOR INVESTMENT TO BUILD ARTIFICIAL INTELLIGENCE INFRASTRUCTURE IN THE UNITED STATES - CBS

[Anna Matson @AnnaRMatson]

Here we go. Here is a thread of all of President Trump’s Executive Orders he signed on his first day.

Tell me your favorite at the end!

👇

[DV47 @DeepValue47]

Me whenever my friends ask how my Palantir $PLTR investment is going ..

[Shay Boloor @StockSavvyShay]

HOLY MOLY $IONQ JUST BROKE ABOVE $50 👀

[Shay Boloor @StockSavvyShay]

EllisDon has partnered with $PLTR to integrate advanced AI & data analytics -- building on over a decade of data infrastructure modernization to enhance operational efficiency 👀