Kellen Reddy

Curious about day to day happenings. RTs are not endorsements.

[Sergey @SergeyCYW]

Cybersecurity Spending Is Rising, And $CIBR ETF Offers Broad Exposure Across the Entire Security Stack

$CIBR ETF Largest dedicated cybersecurity ETF with $15.1B AUM and a 0.58% expense ratio, offering broad exposure to leading U.S. cyber platforms and infrastructure vendors.

Holdings:

$CRWD CrowdStrike - 8.87%.
Cloud-native endpoint protection platform using AI to stop breaches and ransomware.

$FTNT Fortinet - 8.05%.
Firewall and secure networking maker with integrated threat protection hardware.

$PANW Palo Alto - 7.98%.
Largest pure-play security vendor covering firewalls, cloud security and security operations.

$CSCO Cisco - 7.58%.
Networking giant with firewalls, zero-trust access and Splunk security analytics.

$AVGO Broadcom - 7.14%.
Chip and software maker whose Symantec unit protects enterprise endpoints and data.

$OKTA Okta - 4.46%.
Identity and access management provider for secure workforce and customer logins.

$NET Cloudflare - 4.43%.
Global edge network delivering DDoS defense, web firewall and zero-trust access.

$FFIV F5 - 4.43%.
Application delivery and security vendor protecting apps and APIs from attacks.

$ZS Zscaler - 3.55%.
Zero-trust cloud platform securing user, app and internet traffic without VPNs.

$RBRK Rubrik - 2.69%.
Data security company offering backup, ransomware recovery and cyber resilience.

$FFIV F5 - 3.57%.
Application delivery and security vendor protecting apps and APIs from attacks.

$DDOG Datadog - 2.24%.
Cloud monitoring platform with security tools for threat detection in apps.

$NTAP NetApp - 2.23%.
Data storage provider with ransomware protection and data recovery tools.

$ACN Accenture - 2.15%.
Consultant implementing and managing cybersecurity services for enterprises.

$DT Dynatrace - 2.09%.
Observability platform detecting app vulnerabilities and runtime attacks.

$ANET Arista - 2.01%.
Network switch maker offering zero-trust segmentation and threat detection.

$AKAM Akamai - 2.00%.
Edge network providing DDoS protection, web firewall and API security.

$MSFT Microsoft - 1.95%.
Sells Defender, Sentinel and Entra security suite for cloud and endpoints.

$GOOGL Alphabet - 1.92%.
Google Cloud security plus Mandiant threat intelligence and Wiz acquisition.

$FROG JFrog - 1.88%.
Secures software supply chain by scanning code packages for malware.

$IBM IBM - 1.86%.
Provides QRadar SIEM, identity management and security consulting services.

[Shay Boloor @StockSavvyShay]

10 WAYS TO PLAY PENTAGON’S DRONE PUSH

The Pentagon just created a permanent autonomous warfare group and is seeking $55B for 2027 as drones become a “true focus of the department.”

That spending should flow across everything from drone platforms and components to autonomy, sensors and counter drone systems which puts these 10 names directly in mix:

• $DPRO Commander tactical & public safety drones
• $RCAT Black Widow short range reconnaissance drones
• $UMAC U.S. built motors & components for FPV drones
• $KTOS low cost attritable jet drones for autonomous combat
• $AXON Dedrone counter drone detection & airspace security
• $TDY Black Hornet nano drones & battlefield thermal imaging
• $ONDS autonomous drones, ground robots & command software
• $MRCY secure processing & RF electronics inside drones & missiles
• $AVEX Phoenix Ghost one way attack drones plus unmanned vessels
• $AVAV Switchblade loitering munitions plus BlueHalo counter drone systems

[Shubham Shukla @shubhamshuklax1]

The safest investment on earth now pays 5% +

Warren Buffett explained years ago why that's a problem for stocks

#IndianStockMarket #Sensex #Nifty50 #DalalStreet #BankNifty

[Romi Man @RomiMan77]

@DrEliDavid

[Rohan Tantia @RohanTResearch]

The Transformer is more than just a box!!

👉 Transformers sit at the heart of:
→ Power transmission
→ Renewable integration
→ Data centres
→ Industrial electrification
→ EV infrastructure
→ Grid expansion

👉 But the opportunity goes much deeper than transformer manufacturers.

Here’s the Indian listed transformer value chain 👇
@DhawalDoshi5 @Dynamicinvstr @mehul_n_trivedi

[Logic Universe @LogicUniv]

🌍 The World’s Most Economically Important Raw Materials You Rarely Hear About

🇨🇳 Gallium — Advanced semiconductors, radar and high-frequency electronics.
🇨🇳 Germanium — Fibre-optic networks, infrared optics and specialized semiconductors.
🇨🇦 Indium — Touchscreens, flat-panel displays and specialized solar cells.
🇧🇷 Niobium — High-strength steel used in bridges, pipelines and transportation.
🇿🇦 Manganese — Steelmaking and certain EV battery chemistries.
🇨🇳 Graphite — Battery anodes, steelmaking and industrial lubricants.
🇲🇳 Fluorspar — Refrigerants, fluorochemicals and aluminium production.
🇨🇱 Rhenium — High-temperature superalloys for jet-engine components.
🇲🇿 Ilmenite — Titanium dioxide pigments used in paints, plastics and coatings.
🇨🇳 Tungsten — Cutting tools, industrial machinery and aerospace components.

[Logic Universe @LogicUniv]

Countries That Export the Most Manufactured

🇨🇳 China — $3.26 trillion
🇩🇪 Germany — $1.44 trillion
🇺🇸 United States — $1.24 trillion
🇳🇱 Netherlands — $619 billion
🇰🇷 South Korea — $592 billion
🇮🇹 Italy — $540 billion
🇯🇵 Japan — $583 billion
🇫🇷 France — $488 billion
🇭🇰 Hong Kong — $560 billion
🇲🇽 Mexico — $489 billion

[Leif | Investing @LeifInvests]

15 Stocks With Massive Backlogs
Relative to Their Market Caps. 📈👇

1. $BA | ~$715B | $156B MC
2. $LMT | ~$230B | $120B MC
3. $ORCL | ~$664B | $414B MC
4. $GD | ~$136.5B | $91B MC
5. $NOC | ~$104B | $72B MC
6. $RTX | ~$289B | $255B MC
7. $LHX | ~$42B | $44B MC
8. $GEV | ~$176B | $255B MC
9. $BWXT | ~$8.4B | $12.7B MC
10. $GE | ~$210.8B | $339B MC
11. $PWR | ~$53.4B | $97.6B MC
12. $FPS | ~$3.0B | $12.4B MC
13. $CAT | ~$72.1B | $377B MC
14. $AMZN | ~$496B | $2.70T MC
15. $MSFT | ~$678B | $3.83T MC

Which one stands out to you the most? 👀

[Rohan Tantia @RohanTResearch]

Silicon Photonics: The next layer of AI infrastructure?

👉 AI is creating a bandwidth problem.
→ More GPUs
→ More data
→ More interconnects

👉 Copper starts hitting limits. This is where Silicon Photonics comes in. And India is beginning to build capabilities around the packaging layer.

Here’s the Indian listed ecosystem 👇
@DhawalDoshi5 @Dynamicinvstr @mehul_n_trivedi @TrendSpark420

[Nathan Cross @NathanCrossNC]

Estimated 5-year sales growth:

Nebius $NBIS: +9,673%
IREN $IREN: +4,814%
SpaceX (private): +2,152%
CoreWeave $CRWV: +1,455%
Cipher $CIFR: +1,191%
Nvidia $NVDA: +978%
Palantir $PLTR: +747%
Micron $MU: +735%
Applied Digital $APLD: +721%
Broadcom $AVGO: +572%
AMD $AMD: +531%
SK Hynix $000660: +514%
Arm Holdings $ARM: +446%
Rocket Lab $RKLB: +379%
Oracle $ORCL: +275%
Reddit $RDDT: +260%
Snowflake $SNOW: +239%
Cloudflare $NET: +234%
Taiwan Semi $TSM: +211%
Arista Networks $ANET: +206%
Shopify $SHOP: +201%
AppLovin $APP: +190%
Datadog $DDOG: +173%
Vertiv $VRT: +169%
DoorDash $DASH: +156%
ServiceNow $NOW: +138%
MongoDB $MDB: +127%
Tesla $TSLA: +116%
Eli Lilly $LLY: +104%
Robinhood $HOOD: +102%

(avg analyst revenue estimates)

Like + Follow + Share + turn on notifications.

(Not financial advice — DYOR)

[Alpha Owl @AlphaOwlTrading]

A CEO BUYING THE DIP IN HIS OWN STOCK IS A STRONG SIGNAL 🚨

Here's 6 CEOs who bought when everyone else was fearful:

1/6 Grab $GRAB

Anthony Tan | $29.9M acquired

[Raghav Chadha @raghav_chadha]

Good news for Prepaid Mobile Users in India

The Govt just introduced Telecom Consumer Protection (Thirteenth Amendment) Regulations, 2026, consumers will now have:

• 30-day recharge plans, reducing the need for 13 monthly recharges to 12 in a year
• Voice and SMS-only plans for those who do not need data
• More suitable options for low-budget consumers who primarily need basic voice calls

Many of you had shared your concerns with me about limited and inflexible recharge options. I raised this issue in Parliament on 11th March, seeking greater choice and more affordable options for consumers.

I am grateful to the Government of India and TRAI for resolving these concerns in the interest of greater consumer choice and convenience.

[BP Investment Group @BP_Investments_]

Energy stocks have insane upward potential

Here are the best businesses across the Energy stack

1. Advanced Nuclear
Top pick: $SMR
$OKLO
$NNE
$XE

2. Grid & Long-Duration Storage
Top pick: $EOSE
$FLNC
$NRGV
$TSLA

3. Uranium & Nuclear Fuel
Top pick: $UUUU
$UEC
$LEU
$CCJ

4. Nuclear Operators / Clean Power
Top pick: $VST
$CEG
$GEV
$BWXT

Any additions?

[Justin Banks @RealJGBanks]

THIS HAS MARKED EVERY MAJOR BUYING & SELLING OPPORTUNITY SINCE 1990

Use it. It’s how generational wealth is made.

Dot-Com Crash.
Global Financial Crisis.
COVID Crash.
2022 Bear Market.
2025 Tariff Selloff.

The $VIX is Wall Street’s fear gauge.

If you trade $SPY or $QQQ, understand this:

VIX <20 ->TRIM / REDUCE RISK
VIX 20–30 -> HOLD
VIX 30–40 -> START BUYING
VIX >40 -> BUY THE PANIC

RIGHT NOW: VIX 14.87

Fear is low. Don’t chase. Protect profits.

[Tripti Tripathi @triptitips]

𝗠𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝘁𝗵𝗶𝗻𝗸 𝗔𝗜 = 𝗖𝗵𝗮𝘁𝗚𝗣𝗧.

Not even close.

ChatGPT is what you see.

The real AI revolution is the massive ecosystem being built underneath it.

This AI Stack Map captures 100+ tools powering modern AI applications.

𝗧𝗵𝗲 𝗺𝗼𝗱𝗲𝗿𝗻 𝗔𝗜 𝘀𝘁𝗮𝗰𝗸 𝗹𝗼𝗼𝗸𝘀 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗹𝗶𝗸𝗲 𝘁𝗵𝗶𝘀:

LLMs → OpenAI, Claude, Gemini, Llama, Mistral
Agentic AI → LangGraph, CrewAI, AutoGen, CAMEL, Agno
RAG → LangChain, LlamaIndex, Haystack, GraphRAG
Embeddings → OpenAI, Voyage, Cohere, BGE
MCP → Connecting models with tools, data and systems
AI Security → Guardrails, Presidio, Lakera, Prompt Security
Observability & Evals → LangSmith, Langfuse, Phoenix, Ragas
Memory → Redis, Mem0, Zep, Neo4j, Chroma
Agent Frameworks → OpenAI SDK, Semantic Kernel, Google ADK, Bedrock
Automation → n8n, Zapier, Make, Airflow, Prefect
Vector Databases → Pinecone, Weaviate, Qdrant, Milvus, pgvector

But here’s the part that matters more than the logos.
𝗧𝗵𝗶𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝘀𝗵𝗼𝗽𝗽𝗶𝗻𝗴 𝗹𝗶𝘀𝘁.
It’s a dependency graph.
Your RAG is only as good as your retrieval + embeddings.
Your agent is only as reliable as its tools + evaluations + guardrails.
Your memory is useless if you can’t observe when context becomes stale or wrong.
Your MCP layer becomes dangerous if permissions and governance are an afterthought.
And a “best-in-class” stack can still become a terrible production system.
Why?
Because AI systems rarely fail only inside one component.

𝗧𝗵𝗲𝘆 𝗳𝗮𝗶𝗹 𝗮𝘁 𝘁𝗵𝗲 𝗵𝗮𝗻𝗱𝗼𝗳𝗳𝘀.
Model → Retrieval
Retrieval → Context
Context → Agent
Agent → Tool
Tool → Memory
Memory → Evaluation

That’s where latency compounds, context gets lost, permissions leak, hallucinations propagate and reliability starts falling apart.

𝗧𝗵𝗲 𝗿𝗲𝗮𝗹 𝗺𝗼𝗮𝘁 𝗶𝘀𝗻’𝘁 𝗵𝗮𝘃𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗔𝗜 𝘁𝗼𝗼𝗹𝘀.

It’s designing how they work together.

A stack map tells you 𝗪𝗛𝗔𝗧 exists.

Production engineering decides 𝗛𝗢𝗪 it all survives contact with reality.

Which tool in your AI stack has become indispensable?

Save this map for your next AI build.
Repost it for someone designing an AI architecture.

#AI #ArtificialIntelligence #GenAI

[Futurist @futurist_lens]

Jensen calls AI a five-layer cake. GPUs are just one layer.

Bookmark.

Energy → $GEV $VST $CEG $PWR $BWXT $CCJ

Chips → $NVDA $AVGO $AMD $TSM $ASML $MU $SNDK

Networking & Optics → $ANET $MRVL $LITE $COHR $AAOI

Infra → $VRT $NBIS $CRWV $IREN $ORCL $AMZN

Models → $GOOGL $META

Apps → $PLTR $NOW $SNOW

Follow the capital. Find the bottlenecks. Own the enablers.

Follow the right people on X

[The Market Mind @Market_Mind_]

Everything Nvidia Depends on

[LongGameEquity @LongGameEquity]

🚨 AI’S NEXT BOTTLENECK MAY NOT BE GPUs.

AI data-center demand is exploding, but there’s one problem:

You can’t turn on massive AI clusters without the infrastructure behind them.

⚡ Transformers
🔌 Switchgear + distribution
❄️ Cooling
🌐 Networking
🏗️ Grid infrastructure
🔋 Power generation
☢️ Nuclear

The picks & shovels:

$VRT → Cooling + power
$ETN → Electrical infrastructure
$GEV → Grid + power
$PWR → Transmission + grid
$NVT → Electrical infrastructure
$VST → Power generation
$CEG → Nuclear power
$LEU → Nuclear fuel
$HUBB → Grid connectivity
$EME → Data-center infrastructure
$FIX → Critical infrastructure
$ANET → AI networking

AI needs more than chips. It needs POWER. ⚡

[Value Investing Edge @StonkValue]

Goldman Sachs expects the AI photonics market to grow by nearly 1,000% by 2028.

These 10 optics stocks are the biggest AI infrastructure bottlenecks of the next few years:

1. $AXTI | Critical materials supplier for AI optics, producing indium phosphide substrates used in high speed lasers, optical transceivers and co packaged optics. Q2 2026 delivered its highest quarterly InP revenue ever.

[The Jaipur Dialogues @JaipurDialogues]

Savage S Jaishankar

RT Max so that it reaches Pakistan Timelines😂