AI trade is widening again. Compute demand remains strong, but investment edge is shifting toward inference architecture, hardened AI factories, fiber, HBM supply, power and, now critically, capital availability. Sticky inflation and ~$100 oil are making financing more expensive.
@InvestmentGuru_ The AI trade is widening again. Compute demand remains strong. At the same time, sticky inflation and ~$100 oil are making financing more expensive.
$IPST
I have just called another bottomed reversal today...
Yesterday i gave $WETO and not $IPST
I hope you guys are banking w me and my discord team
20% and counting
$20 next expansion zone.
@InvestmentGuru_ IMO, InP is one component of the optical layer story, not the whole story. The real bottlenecks are Optics (InP + Silicon Photonics + Packaging) + Power + Networking architecture + Memory bandwidth
Massive buybacks are coming to the US market:
Buyback authorizations across the Russell 3000 surged +36% YoY, to a record $428 billion so far in 2026.
Authorizations are now +176% above the same period in 2020.
At a historical execution rate of ~90%, US corporates are now on track to repurchase a record ~$1 trillion in shares this year.
In 2 weeks, the corporate buyback window will reopen following the earnings blackout period.
This will bring an additional wave of demand for stocks at a time when the market is already experiencing a historic run.
US corporations are set to be major buyers in the equity market.
@TopStockAlerts1 $Psyence Biomedical Ltd. $PBM just strengthened its path to 2026 milestones. Bullish. 6K Amendment looks like growth financing, not toxic financing. Faster capital access, capped at 5% ADV = controlled flexibility. White Lion buying at the market prices
@TheTradeXchange Amendment No. 3 looks like growth financing, not toxic financing.
Faster capital access, capped at 5% ADV-controlled flexibility. Supports: trial progress, ibogaine plans. Dilution matters, also funding catalysts.
PBM just strengthened its path to 2026 milestones. Bullish. $PBM