Sandeep Anand

40 AI Companies Across Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks /HVAC: $SMCI $VRT $TGEN $DELL $TSSI Hyperscalers: $MSFT $CRWV $GOOGL $AMZN Agentic AI: $RBRK $NOW $SNOW $CRM Cybersecurity: $PANW $NET $CRWD Data: $RDDT $INOD $META (SCALE AI)

$APP rolling out automated video generation on Axon

$LITE 📈

🚀Alibaba quick commerce is not understood by the markets!! According to a Economic Times report — India's quick commerce sector accounted for over two-thirds of all e-retail orders in 2025, with its market share soaring to $10 billion—a 10X increase from 2022. Quick commerce is just getting started in China $BABA 👇

Chinese consumers can now use the Qwen app to hail a ride and pay with Alipay AI Pay 👇 Just 3 simple steps: 1.    Ask Qwen for a ride 2.    Select your vehicle and price & confirm 3.    Pay with Alipay AI Pay after the trip This is Agentic payments in action $BABA

Chinese consumers can now use the Qwen app to hail a ride and pay with Alipay AI Pay 👇 Just 3 simple steps: 1.    Ask Qwen for a ride 2.    Select your vehicle and price & confirm 3.    Pay with Alipay AI Pay after the trip This is Agentic payments in action $BABA

🧠 AI Ecosystem Stocks — %Drawdown from ATH 1/ MEMORY LAYER $MU -9% $SNDK — All Time high $SIMO -30% $EWY -17% 2/ NEOCLOUD LAYER $CRWV -56% $NBIS -11% $IREN -46% $CIFR -60% 3/ AI CHIP LAYER $NVDA -16% $AVGO -24% $INTC -29% $MRVL -30% $BABA -59% 4/ AI INTERCONNECTS & OPTICS LAYER $ALAB -54% $CRDO -47% $LITE -20% 5/ CYBERSECURITY LAYER $NET -15% $CRWD -23% $PANW -25% $RBRK -47% $CYBR -22% 6/ POWER-INFRA LAYER $VRT AT ATH $VST -21% $BE -14% $GEV AT ATH

🚨Activist Elliott takes a stake in Synopsys $NVDA had taken a stake of $2B of $SNPS last year. Jensen Huang has predicted a surge in the use of Synopsys’ agentic AI technology, anticipating that more engineers will use AI agents for complex chip design tasks. —Synopsys is building an open, secure, hardware accelerated agentic AI stack in collaboration with $NVDA to cater to use cases from silicon to systems  —Applied Materials collaborates with Synopsys to accelerate complex quantum chemistry simulations for large-scale dynamic materials modeling by up to 30X using Synopsys QuantumATK optimized with NVIDIA cuEST $AMAT —Astera Labs accelerates advanced chip design for AI connectivity running Synopsys PrimeSim using B200 GPUs on AWS, achieving 3.5X speed up compared to multi-core CPU simulation $ALAB

🚨 $PYPL expands its stablecoin PYUSD into 70 markets $CRCL is valued at $32 billion while $PYPL at $40 billion. That’s really crazy considering PayPal has Venmo, Stablecoin, Braintree, PayPal branded checkout and PayPal Advertising Business encompassing 400 million users !! And market today is valuing none of those business fully !! And add a 15% buyback yield to it !!

🤖 ByteDance DeerFlow 2.0: caught me off guard !! DeerFlow (Deep Exploration and Efficient Research Flow) is a community-driven framework that combines the power of language models with specialized tools for tasks like web searching, content crawling, and even Python code execution. But what truly sets it apart is its thoughtfully designed multi-agent architecture. “DeerFlow implements a modular multi-agent system architecture designed for automated research and code analysis. How this open-source multi-agent framework is revolutionizing the way we conduct research and generate content Picture this: You need a comprehensive research report on Humanoids, Stock market trends, or the latest AI developments. Instead of spending days gathering information, analyzing data, and writing a structured report, you simply input your research topic and let an intelligent system handle the entire process for you. It also provides the agent an actual isolated computer, i.e. Docker container with a filesystem, a bash terminal, and the ability to read, write, and execute files. Can it work with local models? DeerFlow’s lead agent needs to decide when to spawn sub-agents, how to break complex prompts into structured sub-tasks, and how to synthesize results. That requires strong instruction-following and structured output. Models like Alibaba Qwen 3.5 and DeepSeek might handle it $BABA $TCEHY $KWEB

🚨Terafab: Musk’s $25B Bet to Rewire the Global Chip Order Terafab — a joint venture between $TSLA, SpaceX, and xAI, Power Plant in Austin, Texas. Musk called it “the most epic chip building exercise in history by far.” The facility is planned is designed to consolidate every stage of semiconductor production under one roof — chip design, lithography, fabrication, memory production, advanced packaging, and testing — targeting 2-nanometer(nm) process technology, the most advanced node currently entering commercial production. The facility aims to produce 1 terawatt of computing power/ year — a jaw-dropping figure when you consider the entire United States consumes roughly 0.5 terawatts of electricity. The production targets are staggering: — initial output of 100,000 wafer starts/ month, with ambitions to scale to 1 million wafer starts per month at full capacity — a target that would represent roughly 70% of TSMC’s entire current global output, from a single facility operated by companies that have never fabricated a chip. Musk said 80% of Terafab’s compute output would be directed toward space-based orbital AI satellites, with only 20% for ground-based applications — meaning the disruption to Taiwan and South Korea’s foundry dominance could be a byproduct of an even larger, more audacious vision of space-based AI computing infrastructure. The geopolitical implications for $TSMC in Taiwan and Samsung in South Korea are hard to overstate. The Terafab initiative marks a significant move toward total vertical integration, as Musk seeks to insulate his companies from the supply volatility of the broader chip market — a direct shot across the bow of the foundry-as-a-service model that has defined semiconductor manufacturing for decades. Even Nvidia CEO Jensen Huang publicly warned Musk, saying that matching TSMC’s semiconductor capabilities is “virtually impossible,” pointing to TSMC’s decades of institutional expertise. Skeptics are right to note execution risk — but if Terafab delivers even a fraction of its stated ambitions, it fundamentally challenges the assumption that advanced chip manufacturing must live in East Asia. $EWY For investors watching $TSM, $AMAT, $LRCX, and the broader fab supply chain, Terafab is the story to watch in 2026 and beyond.

🎂 Jensen Huang’s 5-Layer AI Cake — Every layer is an investment opportunity: ⚡ Energy $GEV $VST $TLN $BE $CEG 🔵 Chips- Semi $NVDA $TSM $AVGO $MU $INTC $BABA $GOOGL $SKHYNIX $SSNLF 🏗️ Infrastructure $CRWV $NBIS $IREN $CIFR $APLD $CRDO $ALAB $LITE $COHR 🧠 Models $NVDA $GOOGL $MSFT $AMZN $BABA 📱 Applications $TSLA $PLTR $SAP $CRM $SHOP $APP $META $CRWD $NET $PANW $SOW $BABA $GOOGL The full AI stack — from electrons to apps. Am most bullish on $BABA and $GOOG that cut across multiple layers and Cheap ! 📈Which layer are YOU most bullish on? 👇

@JonahLupton And $CRDO Has Optics TAM opening up which is not even priced in EPS yet

Based on my relatively conservative estimates... I think $CRDO does at least $2.054B revenues over the next 4 quarters versus $1.068B over the last 4 quarters... which means revenue growth over he next 4 quarters would be at least +92% YoY... combined with approx 47% net income margins... which means I think $CRDO will do approx $5.25 of EPS over the next 4 quarters so the stock is trading at approx 19.7x NTM EPS (not including $1.3B of cash and $0 debt) with EPS growing approx 102% YoY. Too cheap!!!! NFA. DYOR. *I own $CRDO personally and so does @FirstWaveFund

This is bullish for $BABA margin maintenance enough to support AI and quick commerce invest 📈

🚨 $NVDA NemoClaw went unnoticed in GTC 2026 but this could crush ChatGPT !! China lapped the US in AI agent adoption — and the numbers are wild 🦞🚀 A 🧵 on OpenClaw, the fastest-growing open source project in history 👇 📈The scale: -> 247,000 GitHub ⭐ by March (60K in the first 72 hours alone) -> Overtook React, Python & Linux in GitHub stars -> 27M website visits/month — a 925% monthly increase -> China has already surpassed the US in OpenClaw adoption (SecurityScorecard) 🇨🇳What’s driving it in China: • Tencent + $BIDU + $BABA holding mass install events — 1,000+ people lining up outside HQ • Local govts in Shenzhen, Hefei & Wuxi offering grants to startups building on it • ByteDance launched “ArkClaw” — a browser-based version removing all setup friction • MiniMax valuation hit $44B (up 600%+ from IPO) on OpenClaw hype alone Now $NVDA wants to bring this to the US enterprise 🇺🇸 Jensen at GTC: “Every company needs an OpenClaw strategy. OpenClaw is the operating system for personal AI.” NemoClaw = OpenClaw + enterprise-grade security + sandboxing + privacy controls — deployed in a single command Partners targeted: Salesforce, Cisco, Google, Adobe, CrowdStrike $CRM $GOOG $CRWD The thesis: China won the consumer adoption wave via Tencent/Baidu install events + govt subsidies $NVDA wins the enterprise wave via NemoClaw + DGX hardware + its massive partner ecosystem Agentic AI is the new Linux. The OS wars are starting 🦞

@soicfinance Yes GLP-1 TAM is real globally. But some of the generic companies you mentioned are trading at 2X or 3X higher valuations than duopoly ODM $NVO !! Entero health 44 p/e against Novo Nordisk trading at 6 times EBIT !!

Semaglutide's patent just expired. And Day 1, the generics are already at the gate — Dr. Reddy's, Zydus, Sun Pharma. Expect ~50% price erosion straight off the bat. Monthly cost drops from ₹8,800 to the ₹3,000–4,000 range. That's the unlock. And then Natco walked in and changed the math entirely. They've launched India's first semaglutide in multi-dose vial form MRP starting at just ₹1,290. That's 70% cheaper than pen devices and 90% cheaper than the innovator brand. Vials over pens is a classic Natco move strip the format down, crush the price point, and blow the addressable market wide open. The TAM is staggering. 101 million Indians living with Type-2 diabetes today. 404 million adults projected to be in the high-BMI category by 2030. The current market sits at ₹1,400 crore consensus expects a 5x expansion over the next five years. But here's the thing with 50+ generic brands expected to pile in, the molecule itself becomes a commodity. Margins compress. So the real game becomes how you sell, not what you sell. Zydus is stitching together distribution alliances with Lupin and Torrent combining manufacturing muscle with reach. They're also working on multi-use injection pens, solving for patient compliance, which is where the real stickiness lies. Mankind is building a dedicated obesity division going after cardiologists and gynaecologists, not just diabetologists. That's a deliberate widening of the prescription funnel. Companies with deep insulin and injectable franchises — Eris Lifesciences, Lupin carry a structural edge here. They already have the cold chain, the KOL relationships, and the field force trained on injectables. And then there are these non-obvious play. Think distributors like Entero Healthcare, who benefit from sheer volume throughput regardless of which generic wins as they already have a good market share specially in GLP1 drugs distribution. Think injectable device manufacturers like Shaily Engineering and One Source because every single GLP-1 dose needs a delivery device. As the market scales 5x, someone has to make, fill, and move all those pens and vials. These are the toll-booth businesses in a gold rush market. The GLP-1 wave in India is real. The question isn't if but it's who captures the value, and where in the chain. Disclaimer - not a recommendation to buy/sell

@TheLongInvest Agree .. it’s so undervalued !!

$BABA is the easiest long term hold in the Ai sector right now And it’s not even close You can’t add to $NVDA here or even $GOOG But you can to $BABA

FDA approval of higher-dose version of Novo Nordisk’s Wegovy 💉is bullish for $ HINS and $NVO Average weight loss of ~21% at 72 weeks in adults with obesity New dose that is expected to launch in April will help increase subscriber volume this quarter 📈

$HIMS : The growth in new subscribers will be huge next Q 📈

🔦$LITE just published investor presentation. Key takeaways: Four Engines Driving Lumentum Growth - 1. Cloud Transcievers : Turning Point Reached in Cloud Transceivers. Entered “lead pack” of suppliers for 1.6T 2. OCS: Ramping to >$1B 2027 Run Rate, OCS Order backlog of $400M+ to be fulfilled in 2H CY26 3. Scale-out CPO: “Copper Wall” Requires Scale-Up CPO. Generational shift to optical as copper begins to reach limits 4. Scale-Up CPO: 3X - 4X larger than Scale-out CPO The Optics Arms Race: >70% Growth CAGR I like $LITE with multiple growth engines focussed completely on AI Networking and huge available capacity to meet demand when compared to other Optic companies ( $COHR has more broad range of services other than AI n/w)

$HIMS - that was quick !!