@jimcramer Why doesn't Apple just use Google gemma4 on their AAPL devices. According to Google is free for commercial use, no license required, no payment required. It actually does run on the iphone
@jimcramer@davidfaber This is what causes the bubble to break. Not for NVDA, AMD or even INTC. Sovereign AI implementation for business. Why Smart Leaders Keep Paying the Wrong AI Bill
https://t.co/tiJA4NWYAz
@mcuban I would love your thoughts on this. We fighting an uphill battle regarding Sovereign AI implementation for business
Why Smart Leaders Keep Paying the Wrong AI Bill
https://t.co/tiJA4NWYAz
@jimcramer@davidfaber@CNBC@MSNBC
Love your show but I feel your reporting on AI is misguided. The belief that OpenAI/Anthropic is the only way people can use AI is completely wrong. I invite you to go to linkedin and Github - local AI is more cost effective - no token fees.
@jimcramer@davidfaber@CNBC@MSNBC y'all asking Trump to sell the U.S stake in INTC but forgetting he can't do so until he finds a way to skim some off the top without people noticing - lol
In Louisiana all hell is breaking loose because of the map redistricting and while Senator Gary Carter’s microphone is cut off intentionally Republican Senator Jay Morris stands up and walks over to some people in the chamber and looks at the black man and says “Shut up boy””
1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like SNDK:
1. $POET — $11.19 🎯 PT: $80
Optical interconnects that replace copper inside AI data centers.
Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem
Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026
2. $NOK — $12.82 🎯 PT: $15
5G + optical networking backbone for every hyperscaler buildout.
Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone
Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand
3. $EOSE — $8.70 🎯 PT: $30
American-made zinc batteries powering the grid AI data centers drain.
Customers: Utilities, IPPs, CAISO & ERCOT grid operators
Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027
4. $DGXX — $6.45 🎯 PT: $30
Building GPU data centers to rent compute directly to AI companies.
Customers: Cerebras Systems (AI chip maker)
Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion
5. $LWLG — $16.41 PT: $120
Electro-optic polymers that make AI fiber speeds physically possible.
Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3
Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026
6. FLNC — $24.50 🎯 PT: $28
Battery storage that keeps AI data centers powered without grid failure.
Customers: Two major hyperscalers (MSAs just signed), utilities globally
Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026
7. $PLAB — $49.50 🎯 PT: $55
Photomasks for every advanced AI chip no mask, no chip, period.
Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain
Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes
Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth.
♻️ RESHARE this post and share 1 comment, and I'll DM you my BUY ZONES for each of these.
You held $50,000 in cash because it felt safe.
$SNDK turned $25,000 into $885,500.
$LITE turned $25,000 into $386,000.
Your $50,000 didn’t move.
Playing it safe comes at a cost.
@JEFETRADES People said the same thing about NVDA. AMD is a play on inference and edge devices that don't require training. And that market isn't just for the cloud providers. Its also for the retail consumer that will to realize you can run models on local systems.
A mom took her children on a simple hotel stay.
Instead of rest, she was confronted and treated like a trespasser by a couple who decided she didn’t belong there.
She had a right to be on that property.
Her children had a right to feel safe seeing their mother respected, not interrogated.
This isn’t a “misunderstanding.”
This is the everyday reality of racial profiling: ordinary moments with our families turned into scenes of humiliation, fear, and public accusation.
We document these incidents because accountability starts with visibility.
No one should have to prove they belong in the spaces they have already paid for.
🎥: @chelseadawnrose