Similar Posts
Why Google, Broadcom stocks are up!
Disclaimer: This is not financial or investment advice.
Why Google, Broadcom, Alibaba stocks are up while Nvidia and AMD are down!
Here is the answer – initial read is that Gemini 3 is reportedly faster and performs with deeper reasoning than ChatGPT and is integrated with Google’s family of apps and data. It is also priced at similar levels to rival AI models. But more importantly the fact that Gemini was trained primarily on Google’s TPUs ( Broadcom is TPU’s partner ) as opposed to its rivals’ reliance on Nvidia and AMD chips, is a critical data point. TPUs aren’t as flexible as Nvidia’s GPUs, which can make them less usable in a market where hyperscalers are demanding the ability to reprogram their AI systems.
But TPUs are both cheaper to develop and use less power to run at full capacity. Similar story holds for Alibaba’ Qwen AI model (using their custom less expensive chips). And that fact is spooking the market in favor of pushing $GOOGL $AVGO $BABA and against $NVDA $AMD.
“Some investors are petrified that Alphabet will win the AI war due to huge improvements in its Gemini model and ongoing benefits from its custom TPU chip,” said Ben Reitzes, tech strategist at Melius Research.
More about my trading strategy and insights: https://avitrades.11conceptsllc.com/active-trading-strategy/

Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies.
- Investing | Pages | Trading | Trading Blogs | Trading-2025 | Trading-Dec
Best Investing Names for 2026
HOW TO HANDILY BEAT S&P 500! My discord https://discord.gg/QeQBeJFeJE where I share stock picks and my entry and exit points each trading day.
Here are the top 10 investment themes poised to outperform the S&P 500 ($SPY) in 2026, driven by the ongoing AI infrastructure boom, power demand surge, and related megatrends. Good to accumulate on days of market contractions.
- Capitalize on AI-driven memory and semiconductor demand ($MU $WDC $NVDA $AMD). High-bandwidth memory and storage remain critical bottlenecks as AI training scales.
- Benefit from surging power needs with leading energy producers ($CEG $VST $NRG). Nuclear and flexible generation providers are securing long-term deals to fuel hyperscale data centers.
- Tap into explosive data center infrastructure growth ($VRT $NBIS $IREN $ETN $APH $PWR). Cooling, power management, interconnects, and construction are essential for high-density AI racks.
- Leverage data as the core fuel for AI training ($MDB $SNOW $ORCL). Modern data platforms and lake houses enable scalable AI workloads.
- Ride the dominance of hyper scalers in cloud and AI ($AMZN $GOOGL). Massive capex on AI infrastructure continues to drive their ecosystems.
- Protect against rising cyber threats in digitized, cloud-scaled environments ($PANW $CRWD). Security remains a top priority as AI adoption accelerates vulnerabilities.
- Participate in the accelerating space economy ($RKLB). Reusable rockets and satellite networks support global connectivity and future AI applications (watch for potential SpaceX developments).
- Profit from mainstream adoption of prediction markets and fintech innovation ($HOOD). Platforms enabling real-world event betting and broader digital finance trends.
- Hedge against currency devaluation and mounting debt ($GLD $SLV). Precious metals offer protection in an uncertain macro environment.
- Bet on real-world AI automation in autonomy and robotics ($TSLA). Advances in self-driving tech and humanoid robots represent the next frontier of applied AI.
Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success https://discord.gg/QeQBeJFeJE .
Invest and trade these charts
Invest in stock charts that look like the ones on the left!
I generate positive cash flow each trading day. Feel free to do it along with me at https://discord.gg/A8jKyGAucy
It’s an open secret: Trade and invest in stock charts that look like the ones on the left — such as $PWR, $GEV, $HUBB, and $LITE — not the ones on the right, like $SOFI, $ADBE, and $PYPL .

Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel..
Picks and Shovels – Power Plays in AI Energy Era
Power and Automation Plays
Investors are always looking for ways to play big trends — AI and electrification. The AI boom is no longer just a GPU or CPU story. As hyperscalers scale, the bottlenecks are increasingly in the area of power and automation. These industrial names, which all provide power and automation technologies, are likely to outperform the market. They are gas turbine makers Siemens Energy and GE Vernova, power technology providers Hubbell and Schneider Electric, and automation technology providers Honeywell, Emerson Electric, and Siemens.
Join me at discord channel to get the updates of what I end up trading on the day. You can trade with me in real time including the entry and exit points.
Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel.
Watch List for Aug 11, 2025
$BMNR & $SBET – With Ethereum making higher highs, ETH treasury companies are looking lucrative. I’m trading them tactically. Not holding them for too long (not yet)
$ALAB – too strong of momentum. Heading toward 189. Holding and trading.
$ASML – for a trade. Stopping below 714.
$CRCL – entering above 163. Stopping below 158.5
$COIN – enter above 316, stopping out below 314.
$MU – holding strong. no stop loss on this.
$BA keeping it. still going strong and coming off its long multi-year base. It has beaten $SPY over the last year.

$COST – holding strong as it closed above 200 and 50 D EMA.

$CRDO keep going. stop loss at 112.8
$CRWV is getting a new life. About to close at 200 D EMA. If that happens, Coreweave can go back to 130 in no time. Watch its earnings on 12th Aug’25
$HOOD solidly above 200 D EMA. It resumed the upward trend line. Look for $120 in coming week.
$NBIS post earning momentum.
$RDDT time to accumulate on any notable pullbacks.
$SOUN excellent earnings should take it back to 14.5 in no time.
$SPOT see you at 720.
$VSAT taking a pause. Accumulate above 25.9. Stop put 25.49.
$COHR apple collaboration is pushing it strong toward $118-120. stop loss at 110.29
$DASH great earnings is setting the momentum toward $285.
Watch List for Aug 13, 2025
Needless to say that this blog is for my own tracking. My plan assumes a stable market condition. Any disruptions (macro or company specific) can nullify my thesis.
$BMNR – With Ethereum making higher highs, ETH treasury companies are looking lucrative. I’m trading them tactically. Not holding them for too long (not yet). Very volatile so a strong risk management is warranted. Strong returns do come with strong risks management. Stop loss below 57.80
$ETH – ETH is a proxy for Ethereum. I’m accumulating.
$SOUN – any pullback by 5% or more is getting bought in my plans.
$SOFI – expected reduction in rates will help SOFI. Expecting it to tread toward 26.
$TOL $PHM – I’m accumulating home builders in any pull backs.
$NVDA – no change in its bull case. Marching toward 190 provided market conditions remain stable.
$NBIS – I continue to accumulate. Target 82. Stop loss below 69.
$MU – MU just revised their revenue and earnings forecast. I expect it to march toward 135. Getting out below 123.59.
$MOD – A lucrative data center play. Getting out below 136.
$BWXT – A new bull in nuclear tech. getting out below 173.85
$BA keeping it. still going strong and coming off its long multi-year base. It has beaten $SPY over the last year.
$TSLA – getting sexier. getting out below 332.
$COST – holding strong as it closed above 200 and 50 D EMA. I’m accumulating.
$META – making higher highs. Continue to accumulate.
$DASH – any weakness is to be brought. taking loss below 258.9
$CAVA – to present a golden opportunity in the range of $60-$63. Their same store sales slowing to ~6% vs ~8%. Better times to re-emerge.
