Posts
Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays?
Everyone is obsessed with: \- NVIDIA \- AMD \- TSMC But almost nobody is paying attention to the companies enabling AI clusters to actually communicate at scale. That’s where Coherent comes in. \--- \# What does Coherent actually do? Coherent Corp. operates in: \- Optical networking \- Photonics \- Lasers …
NVIDIA's Frenzy at a Market Cap of $5.4 Trillion: AI Market Poised for New Phase as CEO Huang Visits China
Cerebras now $185/share ahead of tomorrows IPO
From $115 a few days ago, up to $185/share now as of a few hours ago. 20x over-subscribed. You going in on the IPO? Thoughts generally?
DD $MNDY (I hate SaaS, but this is too cheap)
To start this off, i hate SaaS. I generally invest in consumer / financials. However this is so cheap i feel retarded not loading up… First of all, i personally use Monday, I spend 20k/year on it. I moved from Salesforce to Monday and i wouldn’t go through the pain …
The Boomer AI Stock
HPE lowkey might be one of the easier AI plays rn. Everyone thinks it’s just some dusty old enterprise hardware company but they’re selling AI servers/networking to huge companies and governments while trading way cheaper than most AI names. They’re basically selling the picks and shovels for the AI boom: …
NASA Etf (SpaceX IPo)
$NASA ETF might quietly be one of the most interesting asymmetric plays going into a possible SpaceX IPO. Trading at $35 as of today Current holdings include: \- SpaceX (via SPV) \- Rocket Lab \- Palantir \- Intuitive Machines \- Redwire \- Planet Labs \- AST SpaceMobile \- defense + …