$BABA $TSLA $SERV $PONY $MBLY | Suzhou Leaderdrive profits doubled in 2025 as the humanoid "Gold Rush" intensifies.
With a new North American JV to supply Tesla and Figure AI, and a dominant 40% domestic market share, the Zuo brothers are the new kings of AI robotics.
With a new North American JV to supply Tesla and Figure AI, and a dominant 40% domestic market share, the Zuo brothers are the new kings of AI robotics.
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“Are you concerned about insider trading on these prediction markets re: the war?”
TRUMP: “The world is a casino. It is what it is.” 🤷🏼
And there you have it, folks!
TRUMP: “The world is a casino. It is what it is.” 🤷🏼
And there you have it, folks!
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$SKLZ may have just found support 👀
After the -30% flush, price is now stabilizing around a key level.
→ Selling pressure cooling
→ Buyers starting to step in
→ Volume still active
This is where things get interesting…
If this level holds → bounce potential is real
If it breaks → more downside opens
I’m watching for confirmation, not guessing.
After the -30% flush, price is now stabilizing around a key level.
→ Selling pressure cooling
→ Buyers starting to step in
→ Volume still active
This is where things get interesting…
If this level holds → bounce potential is real
If it breaks → more downside opens
I’m watching for confirmation, not guessing.
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📁 Sundar Pichai, CEO of Google, says the shift is no longer using AI.
It is delegating.
75% of code is already written by AI.
Engineers now orchestrate agents.
It is delegating.
75% of code is already written by AI.
Engineers now orchestrate agents.
Big Tech is replacing part of its hiring engine with GPUs.
Firms now see many office tasks as software problems, where a model plus chips can handle drafting, coding, support, search, and internal analysis with fewer people in the loop.
That pushes demand away from broad entry-level and general IT roles and toward narrower jobs tied to model building, deployment, data systems, and revenue-critical work.
The startup version is even sharper, because investors now reward small teams that reach $ 50M in revenue with 10 employees instead of the older software model that needed far larger staffs.
Firms now see many office tasks as software problems, where a model plus chips can handle drafting, coding, support, search, and internal analysis with fewer people in the loop.
That pushes demand away from broad entry-level and general IT roles and toward narrower jobs tied to model building, deployment, data systems, and revenue-critical work.
The startup version is even sharper, because investors now reward small teams that reach $ 50M in revenue with 10 employees instead of the older software model that needed far larger staffs.
High-Momentum Leaders: 30 Stocks Showing Expanding Relative Strength (>5% ADR)
$CORZ – Software Infrastructure
$POET – Semiconductors
$ARM – Semiconductors
$CRDO – Semiconductors
$SMTC – Semiconductors
$RMBS – Semiconductors
$GFS – Semiconductors
$ALAB – Semiconductors
$MRVL – Semiconductors
$NVTS – Semiconductors
$MU – Semiconductors
$INTC – Semiconductors
$AEHR – Semiconductor Equipment
$COHR – Scientific Instruments
$CRML – Metals & Mining
$USAR – Metals & Mining
$KEEL – IT Services
$APLD – IT Services
$TTMI – Electronic Components
$BE – Electrical Equipment
$PLUG – Electrical Equipment
$OGN – Drug Manufacturers
$WDC – Computer Hardware
$SNDK – Computer Hardware
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$HUT – Capital Markets
$RIOT – Capital Markets
$CLSK – Capital Markets
$IREN – Capital Markets
$CORZ – Software Infrastructure
$POET – Semiconductors
$ARM – Semiconductors
$CRDO – Semiconductors
$SMTC – Semiconductors
$RMBS – Semiconductors
$GFS – Semiconductors
$ALAB – Semiconductors
$MRVL – Semiconductors
$NVTS – Semiconductors
$MU – Semiconductors
$INTC – Semiconductors
$AEHR – Semiconductor Equipment
$COHR – Scientific Instruments
$CRML – Metals & Mining
$USAR – Metals & Mining
$KEEL – IT Services
$APLD – IT Services
$TTMI – Electronic Components
$BE – Electrical Equipment
$PLUG – Electrical Equipment
$OGN – Drug Manufacturers
$WDC – Computer Hardware
$SNDK – Computer Hardware
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$HUT – Capital Markets
$RIOT – Capital Markets
$CLSK – Capital Markets
$IREN – Capital Markets
🇨🇭 Global One SI - Prompt
Python library for TradingView Screener API github.com/deepentropy/tvscreener
Curated list for systematic trading and quant finance
github.com/wangzhe3224/awesome-systematic-trading
github.com/wangzhe3224/awesome-systematic-trading
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Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment
$AXTI — Compound semiconductor substrates (GaAs, InP)
$NVTS — GaN/SiC power chips, AI data center play
$POET — Optical semiconductors, photonics
$INDI — Automotive/ADAS chips
$VLN — Automotive connectivity
$HIMX — Display drivers, IoT
$VECO — Semiconductor equipment
$SKYT — US-based foundry, govt contracts
$PLAB — Photomasks for chipmakers
$SQNS — 5G/IoT chips
$GCTS — 5G connectivity
$MX — Power & display chips (Korea)
$ICG — ASIC crypto/AI chips
$ACLS — Ion implant equipment
$TTM — PCB/semiconductor packaging
$VSH — Passive components, discrete semis
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment
$AXTI — Compound semiconductor substrates (GaAs, InP)
$NVTS — GaN/SiC power chips, AI data center play
$POET — Optical semiconductors, photonics
$INDI — Automotive/ADAS chips
$VLN — Automotive connectivity
$HIMX — Display drivers, IoT
$VECO — Semiconductor equipment
$SKYT — US-based foundry, govt contracts
$PLAB — Photomasks for chipmakers
$SQNS — 5G/IoT chips
$GCTS — 5G connectivity
$MX — Power & display chips (Korea)
$ICG — ASIC crypto/AI chips
$ACLS — Ion implant equipment
$TTM — PCB/semiconductor packaging
$VSH — Passive components, discrete semis
🇺🇸 Major macro US data for this week:
🚨 THIS WEEK BIG WEEK
- Monday:
🔹 Dallas Fed Manufacturing Index
- Tuesday:
🔹 ADP Employment Change Weekly
🔹 S&P/Case–Shiller Home Price
🔹 CB Consumer Confidence
🔹 Money Supply
- Wednesday:
🔹 Building Permits Prel FEB/MAR
🔹 Durable Goods Orders
🔹 Housing Starts FEB/MAR
🚨 Fed Interest Rate Decision
📢 Fed Press Conference
- Thursday:
🚨 PCE
🚨 GDP Growth Rate QoQ Adv Q1
🔹 Personal Income/Spending
🔹 Jobless Claims
🔹 Fed Balance Sheet
- Friday:
🔹 S&P Global Manufacturing PMI Final
🔹 ISM Manufacturing PMI
🚨 THIS WEEK BIG WEEK
- Monday:
🔹 Dallas Fed Manufacturing Index
- Tuesday:
🔹 ADP Employment Change Weekly
🔹 S&P/Case–Shiller Home Price
🔹 CB Consumer Confidence
🔹 Money Supply
- Wednesday:
🔹 Building Permits Prel FEB/MAR
🔹 Durable Goods Orders
🔹 Housing Starts FEB/MAR
🚨 Fed Interest Rate Decision
📢 Fed Press Conference
- Thursday:
🚨 PCE
🚨 GDP Growth Rate QoQ Adv Q1
🔹 Personal Income/Spending
🔹 Jobless Claims
🔹 Fed Balance Sheet
- Friday:
🔹 S&P Global Manufacturing PMI Final
🔹 ISM Manufacturing PMI
5x returns🤯
Nuclear and gas did it quietly while everyone watched Nvidia.
Morgan Stanley's segment rotation chart tells the story nuclear stocks up 5x, gas generators 4x, fuel cells 3x all since mid-2024, all driven by the same force: AI data centers consuming power faster than grids can supply it.
Grid components led first.
Then backup generators.
Then nuclear and gas pulled away from the field entirely as the market realized intermittent renewables can't power a 100MW data center at 3am.
Now Morgan Stanley says the next rotation is energy storage.
The power trade is moving to the next segment.
The pattern in this chart tells you exactly where to look before the crowd arrives.
Nuclear and gas did it quietly while everyone watched Nvidia.
Morgan Stanley's segment rotation chart tells the story nuclear stocks up 5x, gas generators 4x, fuel cells 3x all since mid-2024, all driven by the same force: AI data centers consuming power faster than grids can supply it.
Grid components led first.
Then backup generators.
Then nuclear and gas pulled away from the field entirely as the market realized intermittent renewables can't power a 100MW data center at 3am.
Now Morgan Stanley says the next rotation is energy storage.
The power trade is moving to the next segment.
The pattern in this chart tells you exactly where to look before the crowd arrives.
The boring AI infrastructure stack nobody talks about 💡
$FIX — installs HVAC in data centers. No cool air, no compute.
$VST — Texas power plants that never sleep. AI signs directly with them.
$VRT — liquid cooling inside every hyperscaler. NVDA ships GPUs, VRT ships everything around them.
$ETN — moves power from grid to chip. Data center backlog up 200% YoY.
$PWR — wires the grid to the data center. $44B backlog. Building AI’s foundation.
$ENS — UPS batteries keeping data centers online when the grid blinks.
$BWX — builds nuclear reactors. Microreactor play for behind-the-meter AI power.
Picks → shovels → wires → cooling → backup. Every layer has a winner.
$FIX — installs HVAC in data centers. No cool air, no compute.
$VST — Texas power plants that never sleep. AI signs directly with them.
$VRT — liquid cooling inside every hyperscaler. NVDA ships GPUs, VRT ships everything around them.
$ETN — moves power from grid to chip. Data center backlog up 200% YoY.
$PWR — wires the grid to the data center. $44B backlog. Building AI’s foundation.
$ENS — UPS batteries keeping data centers online when the grid blinks.
$BWX — builds nuclear reactors. Microreactor play for behind-the-meter AI power.
Picks → shovels → wires → cooling → backup. Every layer has a winner.
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🚨Nuclear is the single largest source of EU 🇪🇺electricity in 2025.
☢️ Nuclear: 23.2%
💨 Wind: 17.7%
⛽ Natural gas: 16.8%
☀️ Solar: 13.3%
💧 Hydro: 12.9%
⚫ Coal: 9.2%
Renewables are growing.
But fossil fuels combined still account for 27% and that gas dependency is exactly why Hormuz matters to Brussels, not just Riyadh.
France understood this years ago with 70% nuclear at home. While Germany shut reactors and ended up paying $2.30/litre for gasoline.
The EU's energy sovereignty debate is in this chart and in every canceled Lufthansa flight💥
☢️ Nuclear: 23.2%
💨 Wind: 17.7%
⛽ Natural gas: 16.8%
☀️ Solar: 13.3%
💧 Hydro: 12.9%
⚫ Coal: 9.2%
Renewables are growing.
But fossil fuels combined still account for 27% and that gas dependency is exactly why Hormuz matters to Brussels, not just Riyadh.
France understood this years ago with 70% nuclear at home. While Germany shut reactors and ended up paying $2.30/litre for gasoline.
The EU's energy sovereignty debate is in this chart and in every canceled Lufthansa flight💥