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NVIDIA $NVDA JUST REPORTED EARNINGS! Revenue: $68.12B Vs $65.9B EST EPS: $1.62 Vs $1.54 EST

$NVDA Reports Earnings Today After Close! 🦾 The Implied Move is sitting at $9.90 or 5.03%, currently there’s over 15M total open options contracts! The main data sets to Watch are: - Total revenue $65-$66B - Blackwell Ramp Progress ($500B in Early Sales) - China

Everyone Loves to Say $NVDA Trades Higher Going Into Earnings🧢 That's not Exactly the case, as we can see below, Nvidia has averaged -3% going into Earnings Typically, we see investors de risk going into the juggernaut semiconductor Earnings

$CAVA Shocked the Street! Currently up +22%🍲 They opened 24 new restaurants last Quarter, this brings their total locations to 439! Margins increased to 21.4%, digital sales reported 38.9% of total revenue, restaurant profit rose 15.7% to $58.3M! Cava beat both revenue and

$JOBY WILL BEGIN THIS YEAR IN DUBAI🚁 The future of rideshare is really close!

Here’s a Look Into $TSMC New Plant in Arizona🤖 An Impressive 1100 Acre Compound for a Hefty $165B Pricetag

Kratos $KTOS Has an Unfilled Gap👀🚀 Statistically Speaking, Kratos has filled the gap 75% of the time When we look at the action this week, we can notice an unfilled gap down from $94.43, This Gives us a Long Bias with a target to $94.43!🎯

$GOOGL Is Building a new Data Center in Texas,🔋 This is geographically near $IREN, $WULF, & $CIFR Partnerships would strategically reduce travel costs, keeping an eye on this one

$CIFR Missed both Revenue & EPS, but yet still put out a great report! Key Takeaways: - AWS Deal Remains on Track - Fluidstack + Google Remains on Track - They Plan to Completely Cutoff Ties to Mining & Focus Exclusively on AI Infrastructure So far, the street loves their

$META HAS ANNOUNCED A 6 GW PARTNERSHIP WITH $AMD Advanced Micro Devices will be delivering high performance, Energy Efficient Infrastructure to Meta Platforms

$HIMS JUST BROKE $15 ON INITIAL EARNINGS REACTION 📉

KRATOS $KTOS JUST REPORTED EARNINGS REVENUE: $345.1M Vs $327.6M EST EPS: $0.18 VS $0.17 EST

KRATOS $KTOS REPORTS EARNINGS TODAY EST REV: $327.6 MILLION EST EPS: $0.17 STOCK IS +20% YTD 📈

OPENAI STARGATE IS DELAYED! This could create opportunities for AI infrastructure companies like $IREN! IREN has a 1.4 GW data center (Sweetwater) energizing in April of this year. If OpenAI decides to secure power elsewhere for compute, IREN is a great option! Read below👇

Sam Altman CEO of Open AI firmly believes Energy will be a limiting factor for AI ⚡️ Infrastructure could be the next sector to move… This supports bullish thesis’s on $IREN, $CIFR, $MARA, $RIOT, $CRWV & other Data Centers

$ORCL LOOKING WEAK ON THE DAILY 📉 Oracle is expected to spend $50 billion on Oracle cloud infrastructure and AI related capex for GPU data center expansion! The AI buildout is massive and it’s looking like the market wants to see WHEN the returns will happen

$KTOS KRATOS IS UP ANOTHER +9% TODAY! 📈 Reclaimed $100 and pushing higher 🚀

Hyperscalers to spend $700B on AI this year Open AI to raise $100B Anthropic just raised $30B There is a huge opportunity for AI Infrastructure stocks to take advantage of this build out! $IREN $CIFR $WULF $NBIS $APLD $HUT 📈

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Sundar Pichai Announced the $GOOGL America India Connect, This is mostly focused on AI connectivity, this will immediately increase connectivity in North America, Asia, Africa, & Australia This will improve over 1B people’s AI capability. This also opens the window for AI