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Can You Predict The Next Big Stock?
Check this educational video and can predict where to invest?
If you like it please share it.
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DeStocksCap🇨🇦
570 posts
DeStocksCap🇨🇦
@DeStocksCap
"Breaking down high-yield growth strategies and long-term wealth building. 📈.| Building a portfolio for 2040."
Ontario, Canada Tham gia Nisan 2026
594 Đang theo dõi510 Người theo dõi
**Conclusion**
The shift from copper to optical and the rise of massive GPU clusters makes networking the most critical part of the AI stack.
Keep these names on your radar as the infrastructure build-out continues.
📈 #Investing #StockMarket #AI
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Continue series of AI Hardware
The AI Infrastructure Boom
The AI infrastructure trade is just getting started. ⚡ While GPUs get the headlines, the bottleneck is moving to how they talk to each other.
Here are 5 key players in Networking & Interconnects powering the next leg of the AI boom. 👇
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**Amphenol ($APH)**
$APH 🔗 The quiet backbone of AI hardware.
Fiber-optic cables, connectors, and antennas for every rack.
Revenue consensus is up 12.4% for 2026. The "boring" picks & shovels play that keeps printing.
💼 #APH #Amphenol #AIInfrastructure
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**Astera Labs ($ALAB)**
$ALAB 🔬 The pure-play AI infrastructure name. No legacy business drag, just connectivity semiconductors for the modern data center.
As clusters scale to 100K+ GPUs, every chip needs to talk faster.
This is ALAB's moment.
🚀 #ALAB #AsteraLabs
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** Marvell Technology ($MRVL)**
$MRVL 🔌 The optical interconnect play.
As copper hits its physical limits in massive training clusters, optical takes over—and Marvell is leading that shift.
Custom ASICs + optical = the future of AI infra.
👀 #MRVL #OpticalNetworking
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**Arista Networks ($ANET)**
$ANET 📡 Arista just raised its 2026 AI networking revenue target to $3.25B (up from $2.75B).
They serve hyperscalers deploying 100,000+ GPUs.
Ethernet is winning the data center war vs. InfiniBand.
FY2026 revenue guide: ~$11.25B (+25% YoY). 💪
#ANET #Networking
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**Credo Technology ($CRDO)**
$CRDO 🚀 Up 10%+ today after Jefferies initiates at Buy with a $175 PT.
They specialize in high-speed connectivity chips for AI data centers—exactly where the bottleneck is moving next.
Up 256% in the past year. ⚡
#CRDO #AINetworking
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Forget the daily noise.
Your #2040Portfolio isn't built on fleeting trends, but on foundational shifts.
🚀My suggestion: Focus on Infrastructure & Innovation.
Think global supply chain resilience, next-gen energy, and AI-driven automation.
Why?
Geopolitical shifts demand robust infrastructure.
Innovation drives long-term value.
This isn't just about growth; it's about enduring growth.What are your cornerstone investments for the next two decades?
Share your long-term plays below! 👇#Investing #LongTermInvesting #FutureOfFinance #DeStocksCap #FinTwit
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$BIRD sneaker and apparel wear is pivoting into AI GPU and datacenter after selling their entire clothing line.
What do we think about $NKE 🤣
I doubt it but who would’ve thought AllBirds would try to be a $NBIS $IREN killer
Sam Badawi@Sam_Badawi
$AAPL CEO Tim Cook bought another $1M worth of $NKE shares. Nike CEO Elliott Hill also purchased an additional $1M worth of shares.
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$ZETA nearly +20% in 3 days
The setup was clear
Execution matters
StockChaser@StockChaser_
$ZETA at these levels👀 The risk/reward here is one of the cleaner setups I've seen Not chasing. Waiting for confirmation
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This will end badly. $50 million to build an AI cloud. Peak silliness.
Shay Boloor@StockSavvyShay
$BIRD is about to 4x today 💀
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@ExnerPirot Last PM is worst to this country that's why never trust on Nepo kid
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New RBC report: between 2015-2024, more than $1 trillion in investment exited Canada—the largest capital exodus in Canadian history.
Six sectors where Canada can attract back investment:
Oil and gas ➡️ $705 billion
Electricity ➡️ $635 billion
Mining ➡️ $200 billion
Agriculture and food processing ➡️ $205 billion
Defence and space ➡️ $30 billion
Read the full report here: lnkd.in/e3gbwvKk
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@Stocktwits If you are short term investor than you are happy but one suggestion take your money out of this stock if have positive
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Scratch that… $BIRD now up over 600% and the most watched ticker ‼️
Stocktwits@Stocktwits
$BIRD is up over 350% after announcing a pivot from shoes to AI Join the conversation on Stocktwits: stocktwits.com/symbol/BIRD
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You better believe there's half a dozen companies looking at this price action and thinking about doing the exact same thing $BIRD
Crossroads@Kross_Roads
We've seen companies pivot from their core business to crypto. We've seen crypto companies pivot to data centers. And now we've seen footwear companies pivot to AI.
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@Futurenvesting Its like when stock at its surge people are buying, its same thing Giants are working big infrastructure and they are buying GPus without any Goal
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Anyone buying $BIRD here?
We are definitely going to see other underperforming companies try to pivot to GPUs.
This will be a case study in the future.
Tannor Manson@Futurenvesting
LOL WHAT TIMELINE ARE WE LIVING IN! Allbirds is going to sell its footwear assets and pivot instead to buying GPUs and change its name to NewBird AI. I had to double-check that this story was true 🤣
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LOL WHAT TIMELINE ARE WE LIVING IN!
Allbirds is going to sell its footwear assets and pivot instead to buying GPUs and change its name to NewBird AI.
I had to double-check that this story was true 🤣
Wall St Engine@wallstengine
Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.
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