$AMD is engaged with 40+ nations on Sovereign AI systems
Some projects require U.S. export licenses, which $AMD is actively pursuing
Unlocking these programs could be tens of billions in opportunity

Mag 7 companies from best to worst
In my opinion:
→ $AMZN | Automation and HPC behemoth
→ $GOOG | TPUs and AI applications, vertical integration for the AI era
→ $NVDA | At the forefront of hardware and software AI systems
→ $META | Defining the future of the social network
→ $TSLA | Vertical AI and green mobility and automation stack
→ $AAPL | Bridging the consumer–technology gap
→ $MSFT | AI-powered productivity distribution channel

A portfolio composed of every single data center operator play would likely beat the $SPY
→ $NBIS
→ $CRWV
→ $IREN
→ $APLD
→ $GLXY
→ $WULF
→ $CIFR
→ $WYFI
→ $HIVE
→ $HUT
Agree?

A drone company with a quantum computing team?
Combining AI drones with quantum computing?
My buzzword detector is off the charts

$BMNR The possibilities of the blockchain technology are endless
AI = Intelligence
Automation = Labor
Blockchain = Organization

Thinking about getting one
It’s quite bigger than I expected

Wars won’t be fought with soldiers anymore
They’ll be fought with drones
You know that too, but you don’t know how to profit from it
Here’s a list for you:
Large / Military Drones
→ Kratos Defense $KTOS
→ AeroVironment $AVAV
→ Elbit Systems $ESLT
→ L3Harris $LHX
→ AIRO Group $AIRO
→ Northrop Grumman $NOC
→ Boeing $BA
→ Textron $TXT
→ General Dynamics $GD
Small / Tactical Drones
→ Red Cat $RCAT
→ DroneShield $DRSHF
→ AgEagle $UAVS
→ Draganfly $DPRO
→ ZenaTech $ZENA
→ Ondas $ONDS
Air Mobility (eVTOLs)
→ Archer $ACHR
→ Joby $JOBY
→ EHang $EH
Drone Tech & Software
→ Ouster $OUST
→ Cohu $COHU
→

$TEM is building the foundation of precision medicine
Precision medicine will be to healthcare what DNA matching was to criminology
It will change the landscape forever
Cancer will become far more treatable
Mental health conditions will no longer be a mystery
AI combined with real-time data will provide insights that save billions of lives
Morally, financially, and narratively, $TEM is a generational investment opportunity

Confirmed and likely buyers of $AMD MI355 and MI450
→ Crusoe
→ Oracle with Zettascale clusters
→ G42 for their 5GW campus
→ Tensorwave with its 1GW capacity target
→ Hot Aisle, best in town
→ $META, $MSFT, xAI, OpenAI: Will run tests, with final decisions depending on system performance

This is for everyone who says we’re in an expensive market
I’ll keep buying

🚨 $AMD has boosted partner funding by more than 40% this year
$AMD is nearly doubling its channel staff and growing global partner coverage by roughly 20%
“We have to turn this channel on in a major way, in a much more improved way,” said $AMD Global Commercial Channel Chief Jason Mooneyham
“This is a gigantic movement for the entire company”
AMD’s growth in large enterprise has been strong
But Mooneyham explained that to reach customers below that tier, $AMD needs to elevate its partner program beyond the status quo
Meanwhile, the semiconductor industry is becoming more competitive
$QCOM has

If $IREN decides to go all out on their AI cloud
And fills 2.5 GW of capacity with GB300, VR200, and VR300
How much would they be valued at?