Andrew Gluck

Tracking smart money | Sharing stock ideas market momentum & trading insights | Let s connect👇

[Andrew Gluck @drewburrell85]

+227.91% in 1 year 🚀AI is moving deeper into infrastructure:

$NVDA — Compute
$MU / $SNDK — Memory
$AAOI — Optics
$PLTR — AI Software

Watching the next move 👇 Join the trading flow: https://t.co/BlhTxCrkGt

[Andrew Gluck @drewburrell85]

@BoboLinNotes Of course you can always chat with me whenever you want

[Andrew Gluck @drewburrell85]

🎯 4 US Stocks on My Radar Right Now

⚡ $BE — AI power demand
🤖 $PLTR — AI growth
📈 $ZETA — Marketing AI
₿ $MSTR — Bitcoin exposure

📊 Strategy: Scale in gradually confirm momentum and manage risk No FOMO no blind chasing

👀 Which has the biggest upside potential into 2027?

[Andrew Gluck @drewburrell85]

+227.91% in 1 year 🚀AI is moving deeper into infrastructure:

$NVDA — Compute
$MU / $SNDK — Memory
$AAOI — Optics
$PLTR — AI Software

Watching the next move 👇 Join the trading flow: https://t.co/BlhTxCrkGt

[Andrew Gluck @drewburrell85]

@BoboLinNotes Great question I see them as four different plays, not the same trade

Different catalysts same focus: growth I m watching execution revenue acceleration, and sustainable momentum

[Andrew Gluck @drewburrell85]

📊 Friday s Closing Prices

$MSTR — $154.34
$PLTR — $209.05
$BE — $280.5
$ZETA — $33.09

Four stocks Four growth themes Watching what comes next 📈

[Andrew Gluck @drewburrell85]

4 STOCKS ON MY RADAR — ALL GREEN

$PLTR +4.62%
$MSTR +3.14%
$ZETA +1.82%
$BE +1.98%

AI. Energy Marketing tech Bitcoin

Momentum is building but the next move matters most

Buy the dip or wait for confirmation?

#Stocks #AI

[Andrew Gluck @drewburrell85]

$HOOD isn't just a brokerage anymore

AI Crypto Prediction markets 24/7 trading

Now it's targeting the next generation of investors

More users More products More monetization

The HOOD story is getting bigger

#HOOD #Stocks #Investing

[Andrew Gluck @drewburrell85]

Everyone is watching the Fed

But the real question is:

What will they signal next?

A pause could fuel risk assets
A hawkish signal could shift the entire market

Watch the reaction, not the headline

#Fed #FOMC #SPX #Nasdaq

[Andrew Gluck @drewburrell85]

AI isn t over The money is moving deeper:

Compute → Memory → Optical → Power → Software

The next AI winners may be hiding underneath the obvious names Follow the flow

$NVDA $MU $AAOI $CEG $PLTR

[Andrew Gluck @drewburrell85]

+227.91% in 1 year 🚀AI is moving deeper into infrastructure:

$NVDA — Compute
$MU / $SNDK — Memory
$AAOI — Optics
$PLTR — AI Software

Watching the next move 👇 Join the trading flow: https://t.co/BlhTxCrkGt

[Andrew Gluck @drewburrell85]

Why these names?

$PLTR — AI software & enterprise adoption
$AAOI — benefiting from AI data-center optical demand
$SNDK — storage exposure to the AI infrastructure buildout
$MU — HBM and memory demand remain extremely strong
$NVDA — still the core AI compute leader

[Andrew Gluck @drewburrell85]

+227.91% in 1 year 🚀AI is moving deeper into infrastructure:

$NVDA — Compute
$MU / $SNDK — Memory
$AAOI — Optics
$PLTR — AI Software

Watching the next move 👇 Join the trading flow: https://t.co/BlhTxCrkGt

[Andrew Gluck @drewburrell85]

$SPCX is more than rockets

Starlink = connectivity
AI = compute
Starship = scale

One ecosystem One massive thesis 🚀 $AI $SpaceX

[Andrew Gluck @drewburrell85]

$AAOI just finished its $600M ATM 5.69M shares sold @ $105.36~$588M net proceeds

Yes dilution But the bigger picture is capacity 800G → 1.6T → AI data center optics

The AI optics thesis isn t dead Now AAOI has to prove it can turn explosive demand into real earnings

[Andrew Gluck @drewburrell85]

This aged well

Starlink + AI infrastructure + Starship That was the thesis

Now $SPCX is showing the market is starting to pay attention Still early 🚀

$SPCX $AI #SpaceX

[Andrew Gluck @drewburrell85]

$SPCX is getting interesting Everyone is watching Starship I’m watching AI compute

Starlink + AI infrastructure + Starship The SpaceX story may be getting much bigger

[Andrew Gluck @drewburrell85]

$SPCX is getting interesting Everyone is watching Starship I’m watching AI compute

Starlink + AI infrastructure + Starship The SpaceX story may be getting much bigger

[Andrew Gluck @drewburrell85]

NVDA just hit a new ATH 🚀

$240 Call: +145.52% AI capex is accelerating

NVIDIA is still leading New highs Bigger AI Same NVIDIA

$NVDA $AI #NVIDIA #AI

[Andrew Gluck @drewburrell85]

September NFP came in at +29K vs +85K–90K expected with unemployment rising to 4.2% and wages cooling to +0.1% MoM A clear labor market slowdown now the focus shifts to what this means for the Fed #NFP #Fed #Nasdaq #Stocks #Macro

[Andrew Gluck @drewburrell85]

Nonfarm Payrolls tonight: consensus +85K–90K with markets watching the jobs wages unemployment and revisions for the next rate move #NFP #Fed #Nasdaq #Stocks #Macro

[Andrew Gluck @drewburrell85]

Nonfarm Payrolls tonight: consensus +85K–90K with markets watching the jobs wages unemployment and revisions for the next rate move #NFP #Fed #Nasdaq #Stocks #Macro

[Andrew Gluck @drewburrell85]

AI leaders are holding strong $NVDA $MU $PLTR

But the next question is:Chips or AI applications?

The rotation may have started Who wins October? 👀

[Andrew Gluck @drewburrell85]

@aleabitoreddit GPUs get the headlines Optics may get the next cycle AI needs more than compute it needs speed The next bottleneck opticalconnectivity
Lasers DSPs InP The AI infrastructure race is moving to ligh $LITE $COHR $AAOI Who benefits most?