Thomas

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[Thomas @s0og9or]

Every new AI generation needs more HBM per GPU.

More memory → higher BOM → more revenue per chip for $MU.

That’s the simplest explanation for why Micron is a first-order beneficiary of the AI buildout.

#AI #Semiconductors

[Thomas @s0og9or]

$ASML just posted the largest single-quarter bookings in the modern EUV era.

When demand is this early and this front-loaded, it usually means we’re still in the opening innings of a massive industrial buildout, not the end.

#Semiconductors #AI

[Thomas @s0og9or]

Anthropic just raised its 2026 revenue forecast by ~20%.

Now guiding to:
• ~$55B revenue in 2026
• ~$148B by 2029
• $100B+ in cumulative training costs
• Cash-flow breakeven pushed out
Hard not to notice what this implies for $AMZN’s ~20% stake.
#AI #Anthropic

[Thomas @s0og9or]

A $1.4T SpaceX IPO valuation is the market saying space isn’t optional infrastructure — it’s foundational.

Launch, LEO connectivity & orbital services now have durable demand across government + commercial customers.

Bullish for the entire space stack.

$RKLB $ASTS $PL $RDW

[Thomas @s0og9or]

HOW $AMZN IS BUILT FOR THE NEW DIGITAL ECONOMY

Amazon vertically integrates AI end-to-end:
• Demand → Alexa+, Rufus
• Infra → AWS
• Silicon → Trainium, Inferentia, Nitro
• Models → Nova + Anthropic
• Platform → Bedrock, AgentCore, Q
Few companies own the entire loop.

[Thomas @s0og9or]

2026 is shaping up as the year agentic AI goes mainstream.

Value shifts from:
• software seats → infrastructure consumption
• licenses → execution
$NET Workers + $DOCN compute sit right in the toll roads for agent workloads.
#AgenticAI #AIeconomy

[Thomas @s0og9or]

$META committing up to $6B through 2030 to $GLW for fiber-optic cable tells you how real the AI data center buildout is.

Compute gets the headlines.
Connectivity makes it usable.
#AIInfrastructure #DataCenters

[Thomas @s0og9or]

THE AI STORAGE STACK 🧠💾

AI isn’t just compute — it’s storage, bandwidth & power.

From NAND & memory to flash arrays, controllers & power management, this is the stack that keeps models training, reasoning & running in production.

#AIInfrastructure #DataCenters #Storage

[Thomas @s0og9or]

OpenAI is targeting ~$60 CPMs inside ChatGPT — far above $META’s typical sub-$20 CPMs.

Different businesses:
• ChatGPT monetizes intent
• Meta monetizes attention
Intent always prices higher.
#Advertising #AI

[Thomas @s0og9or]

$MSFT unveiled its Maia 200 AI inference chip, built on $TSM 3nm, with deployments starting this week in its U.S. Central region.

This is Microsoft steadily owning more of the AI inference stack end-to-end — silicon, systems, software & distribution.

#AI #Semiconductors

[Thomas @s0og9or]

$DOCN JUST CROSSED $60

[Thomas @s0og9or]

Over the weekend I told subs this feels like a real “ChatGPT moment” for AI agents with the breakout of Claude CoWork + Clawdbot.

Market agreed today.

Two of my favorite Agentic AI names:
• $NET
• $DOCN
Both up ~10%.
#AgenticAI #AI

[Thomas @s0og9or]

Over the weekend I told subs this feels like a real “ChatGPT moment” for AI agents with the breakout of Claude CoWork + Clawdbot.

Market agreed today.

Two of my favorite Agentic AI names:
• $NET
• $DOCN
Both up ~10%.
#AgenticAI #AI

[Thomas @s0og9or]

$IONQ buying $SKYT for ~$1.8B ($35/share) isn’t about cost — it’s about control.

Owning U.S.-based fabrication lets IonQ scale faster, control reliability & meet federal + defense requirements.

In deep tech, manufacturing is strategy.

#Quantum #Semiconductors

[Thomas @s0og9or]

$TSLA at ~$1.5T proves vertically integrated manufacturing + software + energy commands a premium.

We’re in a build economy.

[Thomas @s0og9or]

Manufacturing is once again the most valuable layer of the global economy.

$TSM at ~$1.7T shows that controlling advanced nodes now means controlling AI, defense, autos, consumer electronics & national security.

#Manufacturing #AI #NationalSecurity

[Thomas @s0og9or]

JUST IN:
Elon Musk says $TSLA has begun fully driverless robotaxi rides in Austin.
No safety monitor.
No human fallback.
This is real autonomy crossing into the real world.

#Tesla #Robotaxi #AI

[Thomas @s0og9or]

$MSFT CEO Satya Nadella is effectively calling the end of software apps as the value layer.

In an agentic world:
• Apps = passive databases
• Agents = intelligence + decisions + labor
Apps commoditize.
Agents become the business.
#AI #Agents #Microsoft

[Thomas @s0og9or]

If you put $10K into $ONDS at the April tariff lows,
that position would be worth $175K+ today.
That’s not luck — that’s asymmetry.

#ONDS #SmallCaps #Returns

[Thomas @s0og9or]

$INTC is up 7%+ today ahead of earnings tomorrow.

The largest industrial buildout in modern history can’t rely on a single overseas fab — which is why Intel Foundry matters if the U.S. wants less dependence on $TSM.

#INTC #Semiconductors #Earnings

[Thomas @s0og9or]

This is classic negotiation posture:

• Start big
• Signal leverage
• Remove worst-case outcomes (no force)
Greenland headlines are about bargaining power, not conflict.
#Macro #Strategy #Politics