Josh Hingst

Strength & Conditioning Coach

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

🇺🇸 $NVDA — There might be something big brewing.

Jensen Huang doesn't usually show up unless the AI infrastructure story is getting even bigger.

Right now, everyone's watching for a major reveal, with chatter pointing to deeper AI compute partnerships.

Nothing's official yet.

But one thing's for sure:

AI demand is still blowing up.

SpaceX is inking huge compute deals.
Google needs more GPUs.
Anthropic needs more capacity.
And $NVDA is still right in the middle of the whole AI supply chain.

The real play isn't just AI models.

It's chips, data centers, power, and compute.

Keep an eye on:

$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA

Big swings might be coming.

Don't jump in blindly.

Follow the compute.

[Josh Hingst @JoshHingst]

@MikePinto3 Wonder if they'll ever hit a point where software optimization catches up to raw hardware demands.

[Josh Hingst @JoshHingst]

@mommykerrie Interesting that they're focusing on memory efficiency rather than just raw speed. Offline AI would actually make some use cases way more practical.

[Josh Hingst @JoshHingst]

@care22t That monthly figure is mind-boggling. Makes you wonder if this is more about Google securing capacity for themselves or keeping competitors from accessing it.

[FX_Brooks-Stock Trading Analyst【Nasdaq S&P500】 @care22t]

This SpaceX x Google deal is way bigger than just another AI headline.

Google’s reportedly paying SpaceX $920M every month for AI compute through 2029.

That’s around 110,000 NVIDIA GPUs sitting inside SpaceX data centers.

Here’s what that tells me:

Even Google doesn’t have enough compute.

The real AI fight isn’t just about chatbots or models anymore.

It’s about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure

SpaceX used to just be rockets and satellites.
Now it’s turning AI compute into a cash machine.
After the Anthropic deal, SpaceX’s AI compute contracts could pull in roughly $26B in annual revenue.

That’s wild.

The stocks I’m watching because of this trend:

$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA

$TSLA isn’t directly SpaceX, but the Elon AI infrastructure story still matters.

My take is simple:

AI isn’t just software anymore.

AI is turning into an infrastructure arms race.
Don’t chase hype.
Follow the compute.

[Josh Hingst @JoshHingst]

@BlockheadsMedia Feels like everyone's trying to claim the AI narrative for their own agenda. The actual impact on regular people still feels pretty distant though.

[Josh Hingst @JoshHingst]

@josephcurl Rumors fly every day in the chip world. Unless I see an official memo from ASML, this is just another internet hype cycle.

[Josh Hingst @JoshHingst]

@flakeybrunette That P/E seems reasonable if you believe in the AI and VR bets, but the ad business is still the engine. I'm curious how long it takes for the other stuff to show up in earnings.

[Josh Hingst @JoshHingst]

@MissBehave2121 HBM demand is definitely heating up, but memory cycles are brutal. One bad quarter and the narrative flips.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

$MU is quickly turning into a huge name in AI infrastructure.

The idea is pretty straightforward:

AI models keep getting bigger.
Data centers are expanding fast.
Memory bandwidth is becoming a real bottleneck.
That’s good for Micron.
Micron covers HBM, DRAM, NAND, and data-center storage—stuff that’s key for AI servers and cloud setups.

That’s why I don’t see $MU as just another memory cycle stock anymore.

To me, it’s an AI infrastructure supplier.

Here’s what I’m watching:

$MU — AI memory
$NVDA — AI compute
$AVGO — networking / custom chips
$TSM — advanced manufacturing
$ASML — lithography bottleneck

My approach:

Don’t blindly jump on strength.
Look for dips.
Watch if buyers hold key support.
Only buy when the risk-reward makes sense.
Not financial advice.

[Josh Hingst @JoshHingst]

@DavidKWilliams Process control sounds niche but it's literally how they catch defects before billions get wasted. The market sleeps on it until earnings drop.

[FX Team_Nasdaq|S&P500|US stock pick Trades @DavidKWilliams]

🚨 $KLAC is not just a semiconductor equipment stock.

Current price: $1,929.20
Today: -$201.88 / -9.47%
Market cap: ~$254B
P/E: ~54.6x.
The market talks about $NVDA, $TSM, $ASML, $MU.
But few people understand KLA’s real role.
$KLAC is the process control and yield management leader.
In simple terms: it helps chipmakers find defects, improve yield, and manufacture advanced chips more efficiently.

That matters because AI chips are becoming harder to produce.

More advanced nodes.
More complex wafers.
More advanced packaging.
More need for inspection and metrology.

Latest quarter:
Revenue: $3.415B
Non-GAAP EPS: $9.40
Free cash flow: $622M
Q4 revenue guide: $3.575B ± $200M.

My view:

$NVDA creates AI compute demand.
$TSM manufactures advanced chips.
$ASML provides EUV tools.
$KLAC helps make sure those chips can actually be produced at high yield.
That is why $KLAC is not a normal equipment company.
But after a big run and with a high valuation, I would not chase.
I’m watching pullbacks in:

$KLAC / $ASML / $TSM / $NVDA / $AVGO / $MU

Best strategy:
Wait for support.
Wait for fear.
Buy the companies controlling the bottlenecks. 🚀
Not financial advice.

[Josh Hingst @JoshHingst]

@flakeybrunette Market always tries to fit everything into neat little boxes. Tesla's always been more of a tech/energy play wrapped in a car company disguise.

[Josh Hingst @JoshHingst]

@AliShahReinvent Interesting timing given the broader market uncertainty around big tech spending. Wonder how much of that compute is actually for Starlink capacity vs their other internal needs.