Shelly Miller

[Shelly Miller @shellymilleraud]

Trump says Apple is teaming up with Intel to design and make chips in the US. 🏭💰 #TechNews

[Shelly Miller @shellymilleraud]

Polymarket odds just hit 69% that Kevin Warsh and the US Fed won't cut rates in 2026. That's wild.

[Shelly Miller @shellymilleraud]

Fed Day is here and it's Kevin Warsh's first meeting as the new Chair. With peace in the Middle East and the Hormuz re-opening, energy's cheaper now. That gives Warsh room to push for a wait-and-see approach on rates, unlike the ECB or BOJ hiking theirs. Markets still see an 87%

[Shelly Miller @shellymilleraud]

@DavidKWilliams So all that talk about algorithmic efficiency breakthroughs doesn't really change the fact that whoever has the biggest hardware stack still wins the race.

[FX Team_Nasdaq|S&P500|US stock pick Trades @DavidKWilliams]

OpenAI’s next major training run is reportedly moving to $NVDA Vera Rubin this fall.

That tells me one thing:

The AI race is still controlled by compute.

Sarah Friar also said compute remains sold out through much of 2027, with power, land, chips and talent all becoming bottlenecks.

This is why I don’t view $NVDA as just a chip stock.

$NVDA is becoming the core infrastructure layer of the AI economy.

The market keeps talking about models.

But the real war is underneath:

GPUs
Power
Data centers
Networking
Talent
Land
The stocks to watch:
$NVDA $MSFT $AMD $AVGO $TSM $ORCL $AMZN
My view is simple:
AI demand is not slowing.
The bottleneck is supply.

Follow the companies controlling compute.

Not financial advice.

[Shelly Miller @shellymilleraud]

@meloncurls21 Cutting memory that much changes the game for running models locally. Not everyone needs a data center setup.

[Shelly Miller @shellymilleraud]

@josephcurl That monthly payment is wild. Makes you think about who really controls the next generation of infrastructure.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

This SpaceX x Google deal is way bigger than another AI headline.

Google is supposedly paying SpaceX $920M a month for AI compute until 2029.

That covers roughly 110,000 NVIDIA GPUs inside SpaceX data centers.

Here's what that tells me:

Even Google doesn't have enough compute power.

The real AI battle isn't about chatbots or models anymore.

It's about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure

Spacex was always rockets and satellites.
Now it's turning AI compute into a money maker.
After the Anthropic deal, SpaceX's AI compute contracts could pull in about $26B yearly.

That's crazy.

Stocks I'm eyeing from this trend:

$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA

$TSLA isn't direct SpaceX, but the whole Elon AI infrastructure story will still matter.

My take is straightforward:

AI isn't just software anymore.

AI is turning into an infrastructure race.
Don't chase hype.
Follow compute.

[Shelly Miller @shellymilleraud]

@meloncurls21 Sounds good in theory but I'll believe it when I see policies that actually help small businesses and workers, not just more tax breaks.

[Shelly Miller @shellymilleraud]

@ChizNobi 21.6 P/E on a cash flow machine that also owns WhatsApp and Quest? That's priced like a boring utility, not a company sitting on the next computing shift. Either the market is too cautious or there's more risk in the pivot than people admit.

[Shelly Miller @shellymilleraud]

@AliShahReinvent Markets love to panic over quarterly noise but the buildout isn't stopping. Custom chips are a slow burn though.

[Shelly Miller @shellymilleraud]

@AliShahReinvent That P/E still looks steep even after the drop. Process control is boring but necessary, but at 54x earnings, the market is pricing in perfection.

[Shelly Miller @shellymilleraud]

@MissBehave2121 Car sales matter in the short term though. If deliveries keep slipping, all that future stuff gets harder to fund.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

🚨 $TSLA isn't acting like your typical car company.

Current price: $391.00
Today: -6.61%
Market cap: ~$1.38T
Everyone keeps focusing on Tesla's car sales.
But that's just one piece of the puzzle.

The real $TSLA story goes deeper:

EV production
Energy storage
FSD
Robotaxi
AI robotics
Software ecosystem

If Tesla stays just an EV maker, the stock looks pricey.

But if it becomes an AI mobility platform, everything shifts.
That's why $TSLA is always high-risk, high-reward.
My take:
I'm into the long-term idea.
But I wouldn't jump in after big price moves.
I'm keeping an eye on:
$TSLA — wait for dips
$NVDA — AI processing power
$GOOG / $MSFT — AI platforms
$AVGO / $TSM — AI chips

Don't buy into hype.
Wait for price support.
Only buy when the risk-reward is in your favor. 🚀

Not financial advice.