Time's running out to buy $AMBA.
Up 30% and the breakout from this conslidation is going to be violent.
One of my favourite picks for the Robotics sector that hasnt gone full crazy YET.
Buying the blood here on $AMBA
Robotics + Edge AI , Hanwha long term agreement worth $800M over 10 years at a $3B marketcap is pretty damn compelling.
After the dump from $90 to $70, buying here at $73 makes a lot of sense.
Buying the blood here on $AMBA
Robotics + Edge AI , Hanwha long term agreement worth $800M over 10 years at a $3B marketcap is pretty damn compelling.
After the dump from $90 to $70, buying here at $73 makes a lot of sense.
$INFQ - Accumulated a lot of this over the past week.
Think quantum computers, atomic clocks, RF sensors & software for defense, NASA, AI & all that hyped stuff at a fraction of a marketcap. Still really cheap.
Honestly believe, long term this goes to $100.
Stellar results by $NBIS .
Management is absolutely killing it.
I entered a significantly large position at $88 just a couple of months back.
I wonder how I'll feel at $500 NBIS.
Today, we announced our Q1 2026 financial results. Here are the highlights:
- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.
We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.
Read more in our press release: https://t.co/GJkNTg8RGG
$UUUU - One of my biggest positions . Been holding this for the last 5 years and based on forward guidance and Nuclear demand, this should start making its way much higher.