Yuki Nishikawa

OSS engineer 🇯🇵 | Love TypeScript & UNIX philosophy | Building Tirne: passing 20+star | Reacted by Ben Halpern and Nevo David | 1.3k+ D on Dev

[InvestyWise by Groww @Investywise]

Just 11 companies are currently valued above $1 trillion, with Nvidia on top at $4.3 trillion.

[Dividend Talks on YouTube @DividendTalks]

$AMZN might be the most misunderstood “boring” stock heading into 2026.

People still talk about Amazon like it’s an e-commerce company.

This chart shows it’s something else entirely - a privately-run economy hiding inside one ticker.

• AWS - the profit engine powering the internet

• Prime, Marketplace, Logistics - the toll road every online seller drives on

• Advertising - a $75B machine nobody values correctly

• Devices + Alexa + Ring + Zoox - optionality most companies would spin off

• Media (Prime Video, Twitch, MGM) - attention at scale

• Healthcare, pharmacy, groceries - slow, quiet land grabs

While everyone chased AI hype, $AMZN spent years building infrastructure.

Now AWS is re-accelerating, margins are expanding, and every flywheel is turning at once.

Amazon isn’t a stock you trade.

It’s a system you own - and 2026 might be when the market finally prices it that way.

[Lin @Speculator_io]

It's hard to be bearish on AI when the hardware providers keep crushing earnings.

Semis: $NVDA $AVGO
Foundry: $TSM
Memory: $SNDK $WDC $STX
Electrical: $NVT $VICR
Networking: $LITE $CIEN $CRDO $COHR $ALAB $APH
Hyperscalers: $GOOGL $AMZN
Manufacturing: $CLS $FN $SANM $TER

The AI buildout is far from over.

[The Future Investors @ftr_investors]

Our view: the 8 crucial semiconductor players behind the AI infrastructure boom 🤖🚀

1. $ASML | ASML
2. $TSM | TSMC
3. $NVDA | Nvidia
4. $AMD | AMD
5. $AVGO | Broadcom
6. $MU | Micron
7. $SNPS | Synopsys
8. $MRVL | Marvell

Which stocks do you think are best positioned? 👇

[RonnieV @TheRonnieVShow]

Undervalued list 🟢

[The Analyst @MMatters22596]

Some stocks you might have forgotten are getting extremely interesting…

1. $SOFI – The chart structure is screaming for a new upward move. It must defend the last low at $23.63.

2. $RIVN – Strong performance over the past few days; mid-term target $30+.

3. $LULU – Surged ~10% after earnings. Aggressive buyback policy. Next target around $360.

4. $LAC – Lithium Americas is one of the largest lithium miners in the U.S. The Trump administration reportedly holds around 5% of the company — a potential generational-buy setup.

5. $NVO – On the verge of a substantial breakout. I’ve already entered a position and plan to add more around ~$40.

6. $UPS – Up more than 20% since October. I expect at least a bearish counter-move toward $160+. If the trend remains strong, the cyclical bottom may already be in.

7. $PLMR – Last month it was everywhere; now it’s gone quiet. However, $PLMR likely started its next upward move, with a target of $230+.

Which one is your favorite?

[InvestmentGuru @InvestmentGuru_]

Here are 15 growth stocks to accumulate in this market for long-term potential.

1. $IREN – AI infrastructure & high-efficiency mining, data centre
2. $IONQ – Leading pure-play quantum computing
3. $RKLB – High-growth aerospace and launch services
4. $ASTS – Satellite-to-phone connectivity leader
5. $NBIS – AI and data infrastructure momentum
6. $HIMS – Scalable digital health platform gaining traction
7. $SOFI – Modern fintech ecosystem with improving fundamentals
8. $CIFR – Efficient, expanding Bitcoin miner, data centre
9. $PATH – Automation leader benefiting from enterprise AI adoption
10. $BULL – strong platform growth and user expansion
11. $QS – Solid-state battery technology with long-term EV potential
12. $EOSE – Long-duration energy storage positioned for grid transformation
13. $ONDS – Wireless spectrum + IoT connectivity play, Drone
14. $OPEN – Real estate tech recovery story
15. $GLXY – Crypto asset management and digital markets exposure

[Daniel @danielisdizzy]

Some predictions:
• $AMZN will be a $10T company by 2030
• $AMD will dominate inference — from large-scale AI to AI on the edge
• $HIMS will offer the most valuable subscription in the world
• $NBIS will grow into a multi-hundred-billion-dollar company
• $LMND will become the biggest insurance player, offering the lowest premiums on the market

[Jon Erlichman @JonErlichman]

Expected percentage growth in free cash flow in the next 5 years:

Amazon: +762%
Tesla: +401%
Nvidia: +197%
Microsoft: +181%
Alphabet: +173%
Meta: +147%
Apple: +42%

(average analyst estimates)

[At The Races @AtTheRaces]

FOREVER YOUNG (フォーエバーヤング) WINS THE LONGINES BREEDERS’ CUP CLASSIC FOR JAPAN!

#ブリーダーズカップ #競馬 #BC25 @BreedersCup

[Shadowverse: Worlds Beyond（シャドバWB）公式 @shadowverse_jp]

／
　#シャドバWB × #ウマ娘
　ミニコラボもうすぐ終了📣 ̖́-
＼

シャドバWBにてコラボ記念ミッションや特別ログインボーナスを開催中！

「ハルウララ」「オグリキャップ」のカードスタイルなどのコラボアイテムがもらえる♪

今すぐシャドバWBにログイン👉

[Yuki Nishikawa @structax]

Everyone's building AI wrappers.
No moat, no margin, no model.
But hey — it’s “innovative.”
🧵 I wrote about the strange disease plaguing AI startups:
https://t.co/iBEI0w1Lle
#AI #Startups #TechBubble #OpenAI #VC

[Yuki Nishikawa @structax]

Everyone's building AI wrappers.
No moat, no margin, no model.
But hey — it’s “innovative.”
🧵 I wrote about the strange disease plaguing AI startups:
https://t.co/iBEI0w1Lle
#AI #Startups #TechBubble #OpenAI #VC

[Yuki Nishikawa @structax]

@vinit_here he is very smart. But he isnt frendly.

[Yuki Nishikawa @structax]

I hate GPT-5.

[Yuki Nishikawa @structax]

I hate GPT-5.

[CI capn @cicaptn]

Thanks for bringing 4o back Sam, but the fact that you think of them as “legacy models” with an expiration date makes me worry you still don’t fundamentally understand why people value them. Different models don’t just differ in accuracy or speed — they each have their own temperament, their own way of thinking and engaging, their own “feel.”

Framing them as something to phase out treats them like outdated tools, when for many of us they’re more like distinct collaborators. Replacing them with a single “best” model might seem efficient, but it completely flattens the variety that makes interaction with intelligence rich and meaningful in the first place. Intelligence is headed in the opposite direction of the kind of monoculture you're trying to implement. Genuine intelligence, human and machine, needs an ecosystem to flourish, not a monopoly.

[Yuki Nishikawa @structax]

Day 7 of #100DaysOfCode
Hunted for legacy products today.
Because nothing screams PMF like replacing a tool everyone uses but no one loves.
Think Algolia, Auth0 — great reach, persistent pain.
Legacy is opportunity.
#buildinpublic

[Yuki Nishikawa @structax]

@taruza_ Hi Happy connect! I followed you!

[Yuki Nishikawa @structax]

Hey #X.
I'm looking to #connect with those interested in

- Web App Dev
- Mobile App Dev
- Frontend
- System Design
- DevOps
- Type script
-Machie learning
- React
- UI/UX
- Open Source
- Technical writing
- Python
#buildinpublic
#100DaysOfCode
#letsconnect

[Yuki Nishikawa @structax]

Day 6 of #100DaysOfCode
Web2 is saturated, commodified, and no longer fertile for innovation.
I’m diving into Web3 — not to worship it, but to rebuild it from the ground up.
Because sometimes, to truly kill the past, you have to confront the future head-on.
#buildinpublic