๐ค AI STOCK UPDATE
AI stocks are bouncing back as investors refocus on strong chip demand and expanding AI infrastructure.
$NVDA +2.5%
$AMD +6.5%
$INTC +7.7%
$MU +5.5%
$ARM +8.6%
Meanwhile, AI cloud providers are raising prices as demand for compute keeps surging.
The bigger theme:
AI โ just software.
Itโs chips + memory + power + data centers + cooling + compute.
Watch the entire AI infrastructure chain. ๐
One important takeaway: $SPCX is exploring buying distressed startup data to train Grok as it looks beyond X for more specialized datasets.
At the same time Grok is expected to train on SpaceXโs own internal data with Elon Musk telling employees โItโll be trained on you.โWhat are you watching?
โก AI is becoming a power story.
Texas electricity demand could surge toward 145 GW by 2031, creating opportunities across the entire AI power chain:
$VST โ Generation
$GEV โ Gas turbines
$BE โ On-site power
$VRT โ Data-center power & cooling
AI needs more than chips.
It needs POWER. โก๐ค
@StockSavvyShay The key takeaway is the power bottleneck. โก If Texas demand really scales toward 145 GW, generation and data-center infrastructure could become major beneficiariesโbut execution and valuation still matter.
@StockSavvyShay $IREN is a great example of how pricing can matter more than capacity growth. If $/W keeps moving higher, the value of existing MW could re-rate significantly. ๐
๐ค AI STOCKS TO WATCH TODAY
$NVDA
$AMD
$GOOGL
$MU
$INTC
AI stocks are bouncing after this week's volatility.
I'm watching AI spending, chip demand, HBM, data centers and Fed policy closely.
Which AI stock are you watching today? ๐
๐จ FULL STOCK WATCHLIST FOR NEXT WEEK ๐จ
A lot of attention is shifting toward AI names, small caps, low-float stocks, and potential volatility setups.
Markets are also watching the Fed closely, with prediction markets and Fed futures currently pointing to roughly a 51โ52% probability of a 25 bps hike to 3.75%โ4.00%.
Hereโs the watchlist ๐
PREMARKET / HIGH-VOLATILITY WATCH
#1 $SOAR
#2 $SDST
#3 $CRBP
#4 $BDRX
#5 $HLSQ
#6 $NUR
#7 $SURG
#8 $HLSQ
#9 $SCNI
#10 $GPRO
#11 $DELL
#12 $IREN
#13 $SPCX
#14 $MRNA
#15 $LGHL
SPLIT WATCH ๐
$MGN $HUBC $CPOP $NRSN
Keep an eye on these names for corporate actions, press releases, unusual volume, and potential volatility.
๐ฅ NEXT WEEK'S THEMES
#1 โ Penny stocks heating up
Small-cap momentum could return if volume and retail interest accelerate.
#2 โ Low-float squeeze setups
Watch for high CTB, limited share availability, rising volume, and fresh catalysts/PR. These conditions can create extreme volatility, but squeezes can work in either direction.
#3 โ AI stocks ๐ค
AI remains one of the biggest areas of focus. After strong runs, some AI names could become vulnerable to profit-taking and pullbacks, while others may continue to show relative strength.
โ ๏ธ Watch the catalyst. Watch the volume. Watch the risk.
Not every setup is a trade โ wait for confirmation before taking a position.
Chinese Employer CAUGHT on Camera Brutally Beating Kenyan Worker https://t.co/1MWV8enwuR via @YouTube
Now try that here in the USA to a black man and see what happens. Black Americans (FBA) donโt play that