Ari.Is.Investing

@WallStreetMav $VRT for cooling, $MU and $SNDK for memory , $PWR for power, $CRWD for cybersecurity $NVDA, TSM and $AVGO for the chips, $TSLA for the robots and $GOOG for the cloud

@yianisz Interesting play for edge AI

$QCOM was so obvious to me honestly.. the market was still stuck on the $AAPL modem loss while completely ignoring what was happening underneath: edge AI, automotive, AI PCs, custom silicon and now hyperscaler infrastructure. People saw a “cheap phone chip company.” I saw one of the few companies positioned across literally every layer of the AI stack outside pure training GPUs. Now the stock is up ~80% in a month and I still don’t think the street fully gets where this can go if the datacenter and agentic AI roadmap actually works.

@StockOptionCole $NVDA is not allowed to sell to China. It's considered a critical national security threat. However, China is racing ahead to close the gap; it may only be a few years behind on chips, while years ahead in other areas

$NVDA NVIDIA CEO JENSEN HUANG WAS NOT INVITED AND IS NOT GOING TO BEIJING DURING TRUMP-XI TRIP -- SOURCE FAMILIAR Why?

@aleabitoreddit Was going to ask why the stock is down today? Then I look, no, it's up. LOL! Serenity put in the bottom 😂

I actually think $FLNC should be a lot higher. The implications of having 2 incoming direct hyperscaler contracts in 1 quarter is enormous. $MSFT to $AMZN don't sign tiny deals. Obviously markets like to wait more until actual news/purchase order numbers come out... in the off-chance it doesn't go through or lower than expected. But a company doesn't just randomly announce 2 hyperscalers MSas and an expectation of the orders to hit Q3. Also winning multiple hyperscaler deals, in a single quarter is a leading indicator for more, especially as Fluence BESS becomes standardized. Given short interest is around 27.69%, I'm not sure if pre-earnings short sellers are very comfortable to take a risk... I think there's a chance for a generational run if a hyperscaler like $GOOGL signs a massive contract.

@MMMTwealth Says he doesn't talk about his stocks on green days, goes on to say his robotic stock, $OUST, is up 10% today. LUL

I won't just talk about the stocks I own on green days when everyone else does. I talk about them whenever...i.e. my quoted $OUST post when it was down 16% on Thursday. +11% today and heading back to $30.

Every stock I own in my updated AI & Growth Portfolio: AI Chips & Semiconductors: $MU $TSM $NVDA $AVGO $AMD $TSEM $CRDO $LITE $MRVL $DRAM $COHR $ARM Cloud, Data Centers & Power: $VRT $NBIS $CRWV $BE $DELL $GEV $CEG $ORCL $APLD $PWR Robotics: $TSLA $SYNA Big Tech and software: $AMZN $GOOG $CRWD $SHOP Space & Other Growth: $RKLB $ASTS $RDDT

Still interested in these robotic names. But I bought $LITE this week. Despite the share price growth, the PEG ratio is a .4. So I've gone photonics over robotics

Stocks I'd be interested in buying this week: $RKLB - space and robotics $SYNA - robotics $CGNX - robotics $VPG - robotics $AMZN - cloud and robotics $NVDA - AI and robotics $CRCL - stable coins will be important for AI agents to barter with

@itsbullionaire_ DRAM, alternatively more under the radar, check out robotic ETFs like IBOT it's the Vanneck Robotics ETF or $BOTZ another robotic ETF

What’s the next ETF that is going to rip like $SMH?

@GrindeOptions Purchased both under $100 last April '25, since then, averaged up. My average is now $250 and $150 on them, respectively. I knew both would be important AI stocks, but I had no idea that memory and CPUs would become some of the biggest bottlenecks in 2026.

If you’re a $MU or $AMD shareholder, what share price did you get in the stock at? 👀

@jukan05 The DRAM does cure cancer, that's why it's so expensive

HOLY SMOKE. What the hell is this?? Memory prices are going absolutely insane. $DRAM $MU $SNDK

@StockMKTNewz $SMH

What stock should I tell my mom to buy?

@MarcosMillaYT True

If you DON’T want to pay the 0.65% expense ratio of $DRAM plus the volatility drag from swaps on Micron $MU in the fund… 1) Honestly you’ll be just fine going 90% into Micron $MU & 10% to Sandisk $SNDK

I'm compiling a list of robotic stocks I could potentially invest in. Once the AI is built, I'm looking for real-world applications like robots and vaccines. For AI to build data sets of the world, the internet may not suffice; it may need its own bipedal set of sensors and weight resisters to experience problems similar to humans: $CGNX Leader in machine vision software for precision engineering in factories, warehouses, and fabs $ISRG Leader in robotic surgery. Shipped four hundred thirty-one Da Vinci 5's in the first quarter $SYNA High-performance semiconductor solutions that enable advanced human interface and connectivity. Leader in bringing artificial intelligence directly to devices (the "edge"), reducing latency, and enhancing privacy. This includes their proprietary Astra™ AI-Native embedded compute platform. (StockTalk owns this one) $SYM A.I.-enabled robotic technology for supply chain automation. The company focuses on transforming warehouse distribution networks for large-scale retail, wholesale, and food & beverage companies $VPG VPG is a market leader in utilizing proprietary Bulk Metal® Foil technology to create ultra-precise resistors and strain gages. They are a major provider of load cells, weighing instruments, and sensors under renowned brand names like Tedea-Huntleigh, Sensortronics, Revere Transducers, and Celtron. We expect TSLA to be the market leader in robotics, with TSLA factories and vertical integration expected to have the highest throughput when it comes to high volume Optimi. AI5 will be the next catalyst, and we expect to see Optimus updates later in the Summer/Fall. Valuation is the hardest pill to swallow, but by 2030, we expect Optimus to be the most significant growth segment at Tesla, starting in 2027

@EndicottInvests It's not BS it's just not a story that is ready in 2026,it's more of a 2027,2028 story. I've dipped my toe into $CRDO, $MRVL and $COHR since those 3 seem to have a more reasonable multiple than the others even though the earnings are still a year or two out

What photonics names do you like right now? Really trying to understand this space and industry. Is it BS?

In conclusion, the human data wall of generated text is close but scientists are actively working on approaches to mitigate this through synthetic data, so going forward the success/failure of synthetic data is the thing to watch going forward, as well as innovative new ways to create data

Everyone is asking thee same question when it was 100 before it 7xed which is yeah it's got a low valuation and growing fast but isn't memory cyclical? That question didn't predict the stock price. The right question should be how much data can humans create for AI to train on before the data wall hits. Tbh I don't have the answer to that second question but don't think we're close

Is it too late to buy $MU? Asking for a friend…😅

A reason to think it's not close is that a data wall which could not be solved with synthetic or other sources of data would be a fundamental bottle neck towards making better models and because Google or Open AI don't see it evident in their investing scale, I won't propose to see it either

@YodaStockInvest Intc earnings commentary on CPUS. AMD earnings reinforced the argument. So what's next for taking the argument home? NVDA earnings May 20

Why is the stock market rallying so hard? Just AI?

@aleabitoreddit Serenity says data storage companies (for training models) continue to go brrr

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

$NVDA, $VRT and $MU. Could also consider $BE,$APLD, $CRWV, $ORCL, or $DELL. If you're willing to bet on a 100x in data centre energy, data, compute, and memory over the next 4-6 years. Liquid natural gas, like$BE, for energy. $MU captures the data storage for training models. $NVDA, $AMD, or $AVGO for AI Accelerators. $AMZN and $GOOG for cloud, $CRWD for cybersecurity, $TSLA and $SYNA for the robots. That's 14 names. It's all concentrated into AI, though

I have $250,000 that I want to put in stocks. What should I buy?