Mark Thompson

$PRGS is the kind of software name this market usually ignores until institutions suddenly start treating it differently. It doesn’t have the flashy AI narrative. It’s not a hypergrowth story. And that’s probably why the setup is interesting. Progress sits underneath a lot of enterprise infrastructure that companies still rely on every day — application delivery, data movement, workflow tools, developer environments, and infrastructure management. The business isn’t built around hype cycles. It’s built around software that becomes deeply embedded once enterprises adopt it. That creates sticky revenue, strong margins, and real cash flow — which matters a lot more in this market than people want to admit. Not the loudest stock on the screen. But sometimes the quieter compounders become the most interesting once the market stops rewarding pure narrative and starts rewarding durability again. #Software #AI #Stocks #USStocks

Exactly.For years the market focused almost entirely on compute. Now AI systems are getting so large that memory bandwidth, latency and data movement are becoming the real constraint. That’s why names tied to: HBM DRAM Storage Interconnects Optical networking keep getting rerated alongside GPUs.

@Bettimoe memory is the new bottleneck

The projected 2026 profit numbers across big tech are getting absurd. $NVDA alone is estimated around $258B. $GOOGL, $MSFT, and $AAPL are all projected near or above $160B. What stands out to me is $MU sitting near $102B. That tells you the market no longer sees memory as a cyclical side business tied only to PCs and phones. AI changed the entire equation. Compute gets the attention, but memory, networking, power, and infrastructure are now pulling into the same capital cycle. #AI #Semiconductors #Stocks

President Trump calling $MU “great” at his New York rally matters more than people think. Micron is no longer just another semiconductor stock. Its New York megafab is becoming one of the flagship projects behind the U.S. effort to bring advanced memory manufacturing back onshore and reduce dependence on overseas supply chains. The AI trade is no longer only about GPUs. Memory is becoming just as critical. #MU #AI #Semiconductors #Stocks

Friday’s price action told you a lot about this market. Every time traders start talking about exhaustion in AI and semis, money comes right back into the same leadership names. $QCOM up 11.6% was a statement. $AMD staying strong mattered too. But what really caught my attention was names further down the infrastructure chain starting to wake up again. $HLIT closed at $15.20, up 19.69%. Feels like the market is starting to look beyond the obvious mega-cap AI trades and into the second-order beneficiaries tied to bandwidth, broadband capacity, and network infrastructure. This still doesn’t feel like a market ready to give up on the AI buildout trade. #AI #Semiconductors #Stocks

Most people chase stocks after the move. Join my private WhatsApp group here:wa.me/15202709929 Or add me from my profile and send “1”. Inside, members get: • High-probability intraday setups • Long-term winners with strong upside • Clear entry/exit levels • Real market positioning & momentum insights No noise. No random tickers. Just clean execution and strategy. Get in before the next setup drops. #Stocks #Trading #USStocks #Investing

$HLIT is now up 16.26%, and honestly this move feels less like random hype and more like the market finally waking up to the broadband recovery story. The interesting part is how strong buyers stayed even after the early spike. Usually when a move is weak, traders dump it fast after the open. Today looked different. It felt like institutions were willing to keep building exposure instead of just flipping momentum for a quick scalp. That’s why I keep paying attention to these “ignored infrastructure names” before they suddenly become everyone’s favorite trade two days later. I’m already watching a few other setups showing similar accumulation behavior right now. WhatsApp link is in my profile if you want to see what I’m tracking before the next breakout starts trending everywhere. #HLIT #Stocks #Trading #Momentum

$HLIT is starting to look like one of those infrastructure names the market may have been too slow to notice. This isn’t the loudest AI trade. But broadband capacity, fiber upgrades, network automation, and edge connectivity all sit underneath the same demand curve that’s driving AI, cloud, and data-center traffic higher. That’s why the recent broadband acceleration matters. $HLIT is shifting away from the older video business and becoming a cleaner broadband infrastructure story, with revenue growth, backlog, and guidance all moving in the right direction. Not flashy. But useful. And in this market, useful infrastructure is exactly where capital keeps finding its way. If you're looking for more under-the-radar infrastructure setups and real-time market insights, connect with me on WhatsApp through the link in my profile. #AI #Infrastructure #Stocks

Markets are going to be glued to the Fed today. A new Chair taking over always changes the tone, even before policy changes actually happen. The interesting part isn’t just Kevin Warsh replacing Powell. It’s how traders start repositioning around what they think the next Fed era could look like: more liquidity? less pressure on rates? more tolerance for risk assets? That’s why names tied to AI, small caps and speculative momentum could get very reactive around this transition. Sometimes the narrative changes before the policy does. #Fed #Macro #Stocks #Trading

Markets closed green again Thursday, but the real story was the rotation underneath the surface. • Dow +0.55% (new record close) • S&P 500 +0.17% • Nasdaq +0.09% The leadership shifted fast: $IBM +12% $ARM +16% $SNDK +10% Meanwhile, $NVDA pulled back 1.8% after earnings as money rotated into secondary AI and infrastructure names. That’s usually a sign the market still wants AI exposure — just with traders searching for the next trade instead of crowding the same names. Risk appetite still looks alive underneath the surface. #NVDA #IBM #ARM #Stocks #AI

Anthropic may now be growing faster than OpenAI. Reported annualized revenue: • Anthropic: ~$45B • OpenAI: ~$25B in February What stands out is the acceleration. OpenAI still led Q1 revenue, but Anthropic’s Q2 reportedly more than doubled to around $11B. That’s important because it suggests the AI race is becoming much less concentrated than the market originally expected. This is no longer a one-company story. #AI #OpenAI #Anthropic

Quantum names are ripping today after reports of a $2B U.S. government push into quantum computing. The move is turning into a full sector squeeze: • $INFQ +33% • $QBTS +25% • $RGTI +25% • $QUBT +15% • $IONQ +12% This is no longer just a small speculative pocket of the market. Government funding is starting to validate quantum as a strategic technology race — and traders are reacting fast. The key now is whether this becomes a one-day headline spike or the start of a broader quantum rerating. #Quantum #RGTI #IONQ #QBTS #Stocks

$NVDA just confirmed one thing: AI infrastructure spending still looks incredibly strong. Better revenue. Better data center numbers. Better guidance. That’s bullish for the entire AI supply chain — semis, memory, optics and networking. I’m already tracking several names that could be next as money rotates across the AI trade. WhatsApp link is in my profile if you want the setups before momentum gets crowded. #NVDA #AI #Semiconductors #Stocks

Risk appetite came roaring back today. • Nasdaq +1.54% • Dow +1.31% • S&P 500 +1.08% Semis led the move: $INTC +7% $MU +5% $NVDA +1%+ This was a strong rotation back into AI and high-beta tech ahead of major catalysts. The market clearly still wants AI exposure. #NVDA #MU #INTC #AI #Stocks

OpenAI preparing to file for an IPO could become the next major catalyst for the entire AI trade. This isn’t just about one company going public. It’s about capital markets fully embracing AI as the dominant tech cycle — from chips and cloud to power and infrastructure. The AI trade may be volatile, but money still wants exposure. #AI #OpenAI #Stocks

Most people chase stocks after the move. Join my private WhatsApp group here:wa.me/15202709929 Or add me from my profile and send “1”. Inside, members get: • High-probability intraday setups • Long-term winners with strong upside • Clear entry/exit levels • Real market positioning & momentum insights No noise. No random tickers. Just clean execution and strategy. Get in before the next setup drops. #Stocks #Trading #USStocks #Investing

Most people chase stocks after the move. Join my private WhatsApp group here:wa.me/16232749500 Or add me from my profile and send “1”. Inside, members get: • High-probability intraday setups • Long-term winners with strong upside • Clear entry/exit levels • Real market positioning & momentum insights No noise. No random tickers. Just clean execution and strategy. Get in before the next setup drops. #Stocks #Trading #USStocks #Investing

$POET +13.39% Most people started paying attention after the move. Inside my group, we were already watching the setup while sentiment was still quiet and positioning was building underneath the surface. That’s the edge. Not chasing momentum after it explodes. Getting positioned before the crowd fully realizes what’s happening. I’m already tracking several new high-volatility names and AI infrastructure setups for the next sessions. If you want access before the next move becomes obvious, check the WhatsApp link in my profile and send me a message. That’s where I share my real watchlists, positioning ideas and market opportunities in real time. #POET #AI #Stocks #Trading

$POET keeps showing up on AI infrastructure watchlists for one reason: As AI scales bigger, bandwidth and optical connectivity are becoming real bottlenecks. That’s why silicon photonics and 800G/1.6T optics keep getting more attention. The opportunity is huge. But traders can’t ignore the risks: • Revenue is still very small • Losses are still real • Execution matters now more than hype The balance sheet is stronger though, which gives the company time to prove commercial traction can scale. High upside potential. High volatility too. WhatsApp link is in my profile if you want access before the next setup becomes obvious. #POET #AI #Semiconductors #Stocks

$GOOGL I/O 2026 made one thing very clear: Gemini is no longer just a chatbot project. Google is turning it into the operating layer across Search, Android, Chrome, Workspace and agent-based workflows. That matters because if Google starts proving: • Real AI Search monetization • External TPU demand • Higher AI infrastructure utilization …the impact could spread far beyond software. The market would likely start repricing the entire AI hardware ecosystem again: • Networking → $ANET, $CIEN • Foundry & packaging → $TSM, $AMKR • Cooling & power → $VRT, $NVT • Optics & connectivity → $LITE, $COHR, $MRVL, $ALAB • Memory → $MU, $WDC The next wave may not just be about who builds the models — but who powers the infrastructure underneath them. #GOOGL #AI #Semiconductors #Stocks