🔒 Arqit Quantum (NASDAQ: ARQQ)
Arqit is a quantum encryption company focused on solving one of the biggest problems in cybersecurity: the fact that current encryption methods (RSA, ECC) could be broken by quantum computers.
Last price: ~$40.2
Market cap: ~$4.1B
Their flagship is QuantumCloud™, a platform that lets any device create encryption keys resistant to quantum attacks.
Instead of relying on public-key infrastructure (which quantum computers can crack), they generate symmetric keys via satellite-delivered or network-delivered quantum tech.
Governments, defense contractors, telecoms, and financial institutions are worried about “harvest now, decrypt later” threats — hackers storing data today to crack with quantum machines tomorrow.
Arqit is offering “future-proof” security.
Part of the broader quantum technology theme (IONQ, RGTI, QBTS, QUBT).
Still early-stage and volatile, but draws attention because of national security + AI + cybersecurity narratives.
suggested entries in red
@Market
Arqit is a quantum encryption company focused on solving one of the biggest problems in cybersecurity: the fact that current encryption methods (RSA, ECC) could be broken by quantum computers.
Last price: ~$40.2
Market cap: ~$4.1B
Their flagship is QuantumCloud™, a platform that lets any device create encryption keys resistant to quantum attacks.
Instead of relying on public-key infrastructure (which quantum computers can crack), they generate symmetric keys via satellite-delivered or network-delivered quantum tech.
Governments, defense contractors, telecoms, and financial institutions are worried about “harvest now, decrypt later” threats — hackers storing data today to crack with quantum machines tomorrow.
Arqit is offering “future-proof” security.
Part of the broader quantum technology theme (IONQ, RGTI, QBTS, QUBT).
Still early-stage and volatile, but draws attention because of national security + AI + cybersecurity narratives.
suggested entries in red
@Market
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Market
Amazon with good potential entry around 210-220 USD AMZN possible Cup n Handle fomation. @Markett
Amazon touched 218 entry ✅
🚨 Stock Spotlight: BZAI (Blaize Holdings Inc.) 🚨
🔹 What they do:
Blaize develops AI chips & edge inference processors designed for computer vision, robotics, and autonomous systems. Their focus is low-power, high-efficiency AI at the edge, not just cloud compute.
🔹 Why it matters:
Plays directly into the AI hardware boom, especially where devices need real-time processing (cars, drones, security, robotics).
Competing in a hot space alongside NVIDIA edge, Qualcomm, and other AI accelerator startups.
🔹 Recent buzz:
Stock has been volatile, gaining speculative attention in the microcap AI chip space.
Market Cap: ~$150M–200M range (microcap, high risk/high reward).
Revenue is still small but growing — main challenge is scaling production & adoption.
🔹 Risks:
High cash burn / dilution risk.
Fierce competition in AI semiconductors.
Execution risk: turning partnerships into real volume sales.
@Market long term risky signal
🔹 What they do:
Blaize develops AI chips & edge inference processors designed for computer vision, robotics, and autonomous systems. Their focus is low-power, high-efficiency AI at the edge, not just cloud compute.
🔹 Why it matters:
Plays directly into the AI hardware boom, especially where devices need real-time processing (cars, drones, security, robotics).
Competing in a hot space alongside NVIDIA edge, Qualcomm, and other AI accelerator startups.
🔹 Recent buzz:
Stock has been volatile, gaining speculative attention in the microcap AI chip space.
Market Cap: ~$150M–200M range (microcap, high risk/high reward).
Revenue is still small but growing — main challenge is scaling production & adoption.
🔹 Risks:
High cash burn / dilution risk.
Fierce competition in AI semiconductors.
Execution risk: turning partnerships into real volume sales.
@Market long term risky signal
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🧵The Great U.S. Chip Alignment 🇺🇸💥
TSMC built the world’s chip factories.
Now the U.S. giants are drawing the battle lines of the AI age:
⚙️ Intel — turning itself into America’s foundry.
💾 AMD — designing AI accelerators to rival Nvidia.
📶 Qualcomm — powering the world’s phones, cars, and 5G chips.
🧠 Nvidia — dominating GPUs and investing in Intel to expand AI infrastructure.
Meanwhile, OpenAI is striking back — taking a stake in AMD to secure its own supply chain.
Together they form a new U.S. chip ecosystem:
Design in America.
Manufacture at home.
Power the global AI revolution.
🇺🇸 Intel, AMD, Qualcomm, Nvidia — the four pillars of the American silicon comeback.
@Market
TSMC built the world’s chip factories.
Now the U.S. giants are drawing the battle lines of the AI age:
⚙️ Intel — turning itself into America’s foundry.
💾 AMD — designing AI accelerators to rival Nvidia.
📶 Qualcomm — powering the world’s phones, cars, and 5G chips.
🧠 Nvidia — dominating GPUs and investing in Intel to expand AI infrastructure.
Meanwhile, OpenAI is striking back — taking a stake in AMD to secure its own supply chain.
Together they form a new U.S. chip ecosystem:
Design in America.
Manufacture at home.
Power the global AI revolution.
🇺🇸 Intel, AMD, Qualcomm, Nvidia — the four pillars of the American silicon comeback.
@Market
❤1
📶 Qualcomm (QCOM) — The Silent Giant of U.S. Chips 🇺🇸
While everyone’s watching Nvidia and AMD, Qualcomm (QCOM) quietly powers the world’s phones, cars, and connected devices.
💡 What they do:
Design AI-driven processors (Snapdragon), 5G modems, and automotive chips — used by Samsung, Xiaomi, and now automakers like BMW and GM.
📊 Numbers & Forecasts:
Q3 EPS: $2.77, revenue up ~10% YoY
FY2026 EPS forecast: $2.28–$2.35 per quarter
Analysts’ average target: $185 (range $165–$205)
Consensus: Strong Buy (24 Buys / 7 Holds / 1 Sell)
💼 Short interest: ~1.3% — relatively low, showing steady institutional confidence.
📈 Hedge funds increasing exposure on AI-on-mobile narrative.
🔮 Outlook:
As Qualcomm expands Snapdragon into AI laptops and automotive platforms, analysts expect margin growth and new licensing deals to drive 2025–26 upside.
The market sleeps on Qualcomm — but every AI-powered device in your pocket runs on its silicon.
🇺🇸 $QCOM | U.S. semiconductor | AI + 5G core
@Market
While everyone’s watching Nvidia and AMD, Qualcomm (QCOM) quietly powers the world’s phones, cars, and connected devices.
💡 What they do:
Design AI-driven processors (Snapdragon), 5G modems, and automotive chips — used by Samsung, Xiaomi, and now automakers like BMW and GM.
📊 Numbers & Forecasts:
Q3 EPS: $2.77, revenue up ~10% YoY
FY2026 EPS forecast: $2.28–$2.35 per quarter
Analysts’ average target: $185 (range $165–$205)
Consensus: Strong Buy (24 Buys / 7 Holds / 1 Sell)
💼 Short interest: ~1.3% — relatively low, showing steady institutional confidence.
📈 Hedge funds increasing exposure on AI-on-mobile narrative.
🔮 Outlook:
As Qualcomm expands Snapdragon into AI laptops and automotive platforms, analysts expect margin growth and new licensing deals to drive 2025–26 upside.
The market sleeps on Qualcomm — but every AI-powered device in your pocket runs on its silicon.
🇺🇸 $QCOM | U.S. semiconductor | AI + 5G core
@Market
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$SES – High-Voltage Play in Next-Gen Batteries ⚡️
📊 Market Cap
~$695.5 million according to Fintel (using shares outstanding etc.)
SES AI (NYSE: SES) develops Li-Metal batteries for EVs, drones & energy storage — blending AI + battery R&D for safer, denser cells.
Q2 2025: $3.5M rev (+74% GM), no debt, $229M cash
Expanding into energy storage via UZ Energy acquisition
Analysts see $2 target; speculative but improving balance sheet
Fits our Buy List — small cap, big upside if production scales
🧠 Watch it for breakthroughs or new OEM deals — could turn fast.
#Stocks #EnergyStorage #EV #AI #SES #JEETS
@Market
📊 Market Cap
~$695.5 million according to Fintel (using shares outstanding etc.)
SES AI (NYSE: SES) develops Li-Metal batteries for EVs, drones & energy storage — blending AI + battery R&D for safer, denser cells.
Q2 2025: $3.5M rev (+74% GM), no debt, $229M cash
Expanding into energy storage via UZ Energy acquisition
Analysts see $2 target; speculative but improving balance sheet
Fits our Buy List — small cap, big upside if production scales
🧠 Watch it for breakthroughs or new OEM deals — could turn fast.
#Stocks #EnergyStorage #EV #AI #SES #JEETS
@Market
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Market
🚨 Stock Spotlight: BZAI (Blaize Holdings Inc.) 🚨 🔹 What they do: Blaize develops AI chips & edge inference processors designed for computer vision, robotics, and autonomous systems. Their focus is low-power, high-efficiency AI at the edge, not just cloud…
Blaize pre-market price 5.5
Signaled here at 3.8 yesterday
Make the math. 💸🤑
Who needs crypto? The US stock exchange is more crazy than anything.
@Market
Signaled here at 3.8 yesterday
Make the math. 💸🤑
Who needs crypto? The US stock exchange is more crazy than anything.
@Market
Market
CAN stock is pumping. Are you on board? @Market
🚀 CAN
Canaan was among the first to mass-produce ASIC chips for Bitcoin mining, with its Avalon miners powering farms worldwide.
But as mining profits fell, the company asked:
“If we can design ultra-efficient chips for Bitcoin, why not for AI?”
That shift could change everything.
🧠 From Mining to Machine Learning
AI compute also relies on massive parallel math, just like mining.
Canaan already has:
✅ In-house chip design & fab partners
✅ Energy-efficient cooling systems
✅ Proven production scale (100k+ units/yr)
✅ R&D built around high-throughput silicon
They’re now hiring AI/ML engineers and testing edge-AI uses in robotics, imaging, and defense.
📊 Key Numbers
Metric Value
Price ~$0.97
Market Cap ~$350M
Float ~220M
Short Interest ~15.8%
52-Week Range $0.55–$2.20
Analyst Target $2–$2.70
⚠️ Risks
Still unprofitable, depends on BTC cycle
Must invest heavily in new AI R&D
Low float = volatility both ways
@Market
Canaan was among the first to mass-produce ASIC chips for Bitcoin mining, with its Avalon miners powering farms worldwide.
But as mining profits fell, the company asked:
“If we can design ultra-efficient chips for Bitcoin, why not for AI?”
That shift could change everything.
🧠 From Mining to Machine Learning
AI compute also relies on massive parallel math, just like mining.
Canaan already has:
✅ In-house chip design & fab partners
✅ Energy-efficient cooling systems
✅ Proven production scale (100k+ units/yr)
✅ R&D built around high-throughput silicon
They’re now hiring AI/ML engineers and testing edge-AI uses in robotics, imaging, and defense.
📊 Key Numbers
Metric Value
Price ~$0.97
Market Cap ~$350M
Float ~220M
Short Interest ~15.8%
52-Week Range $0.55–$2.20
Analyst Target $2–$2.70
⚠️ Risks
Still unprofitable, depends on BTC cycle
Must invest heavily in new AI R&D
Low float = volatility both ways
@Market
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