@FarsNews_Agency Champ, I don’t understand what you’re saying but your raw émotions say it best.
IRAN got robbed… there was zero offside on this goal. Billions of people around the planet saw it.
@TrollFootball Dumbest strategy from the USMNT coach for forcefully trying to win a useless game with no bearing on their qualification to the next round. Now the beautiful USMNT profile is tarnished with this stupid lost to Turkey 🇹🇷.
AI is turning the physical infrastructure stack into one of the most important market themes
AI models need more compute. Compute needs more chips. Chips need more wafers, lithography, etch, inspection, memory bandwidth, networking, cooling, and electricity.
Here is how I map the AI infrastructure stack. 👇
@lemedia100filtr Adingra has already scored in his club in Europe on a similar pass with a single shot. The question here is why control this ball this time?
SpaceX manufactures roughly 70% of its rockets and satellites in-house, but it relies on a global network of corporate suppliers, tech firms, and manufacturers. Here are just a few, time to invest in $SPCX
These 7 companies are trading below their fair values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Cipher Digital ~ $CIFR
3. Qualcomm ~ $QCOM
4. CoreWeave ~ $CRWV
5. Nebius ~ $NBIS
6. Hims & Hers ~ $HIMS
7. Sofi Technologies ~ $SOFI
Come back to this post later this year, & you’ll thank yourself that you listened…
Solar will power the future of AI.
Elon said “solar electricity will become by far the biggest source of power for civilization".
So, here's the breakdown of the solar sector:
Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar
Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power
Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies
Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower
Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies
Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power
Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments