AI Stocks Just Got Major Catalysts — The Boom Is Accelerating!!

Today was an amazing day for Neocloud investors. I mean, Core Weave was up 11% on the day. We also have a lot of excitement impacting the rest of the semiconductor space and I want to share why in today's episode. Now, more importantly, I'm just even more bullish in the AI industry and I truly truly believe we are just in early. So, let's take a closer look in today's episode. But before we begin, if you're serious about semiconductor and AI investing, I break down major earnings and conferences inside my community. Institutional quality research built for retail investors. Get 33% off at whatthechipappen.com. All right, guys. So, really great day for the overall market if you are a semiconductor AI investor, especially in the kind of NeoCloud space, right? We had Coref up around 11%. We had Iran up about 5%. We also had Nebius up around 7%. I personally believe one of the big reasons today and everybody kind of had their own news. I think the market woke up being extremely extremely excited about GPT6 ATRA Astra right this is their new AI model and if you watched my episode yesterday I said that I think this is the model that's going to completely change or create a new inflection point in the demand of compute that we have right now. believe just before Astra I think I thought we didn't have enough compute for everything that was needed but but now after Astra I believe the compute is not going to catch up for the next 2 years maybe even more that's how crazy this model is if you join me on X I actually ended up posting so many different things they have I have created personally thanks to Astra you actually just built things now I believe Coref was one of the biggest returners of is because coreweave is one that has this massive contract with open AAI and now the market is saying look open AAI is actually going to benefit dramatically they're going to need more compute and they're most likely going to continue to work with the partners that they have so core one of the biggest bearish case for core when it first IPO was that most of its RPO was coming from open AAI has definitely diversified a nice amount ever since but but you still have that strong partnership and that strong backlog from them so you start to get a a little bit less worried. Now, this excitement gets me obviously happy because a lot of my portfolio is in the NeoCloud space. Now, kind of talking about the NeoCloud space, this is just a prime example. I I I shared it yesterday um in my video, but just for those that are not familiar, this is a game I developed. It was a power to compute simulation. It's pretty much building your own data center. The overall goal is to get to 100 gawatt. And there's so many things that happen here. You can literally play this game. I mean, I'm actually going to post a link. It's available for anybody to play it. You can play this game for an hour, 2 hours, and it is something that Astra helped me design. I think I can make something even crazier than this, and I'm going to progress and learn more. And this is why I personally I personally believe that this is the best place you're going to come up to get semiconductor and AI news and investing research because not only do I look at the financial numbers, right? I take a closer look. Not only do I look at the earnings calls and earnings transcripts and conference calls, but I'm also in there learning as much as I can with AI tools because then I can truly see where this market is headed. So I I am biased again. I am biased and I think I do provide the best type of AI news and AI updates and where the industry is heading due to all the experiences that that I have made. If you are curious of where I share a lot of my information, that's at my community, what the chip happened. And for the next 3 hours, right, it's only three more hours left where you're able to save 40% off, 40% off on the annual offering, and you get exclusive live streams that you don't see here on YouTube. You get deep dives on earnings. You get deep dives on conferences that are happening. And unfortunately, I can't cover on YouTube because they won't get any traction. So, for the next 3 hours, we're still here with the 40% off. Check it out at whatthechipappen.com. The other thing that gets me excited about GPT6 Astra is that it is a really great model, but it is going to force competition to step up, right? You're going to have Anthropic. Anthropic is not going to stand still. Anthropic is going to try to release something to outplay it. And this is going to continue to create this innovation wave in the AI market. No one is going to get complacent. And when no one's getting complacent, we're going to see AI start to enter into new industries. So when it enters into new industries, it creates another inflection point in the demand for compute. A market that previously was never impacted by AI can now completely shift due to the innovations that these companies are going to always make sure they're ahead of other players. For me, I I I personally believe Astro 6 has been a gamecher for game design and anything that's going to be in this kind of creative model model world, right? kind of like your Autodesk in my opinion, your your your synopsis, anything where you're building via something. I I I think GPT6 Astra completely changes it. Now, talking about competition, the perfect example is Meta, right? Meta has introduced Muse, your personal AI agent for Meta that gets things done across every part of your life. So, we we see this where it's like, "This week has been hectic. Help me stay on top of school emails." and it goes checks the school emails. It gives you a list. Uh, one of the emails talks about supplies list that came from the teacher per se and Muse goes on and kind of gets everything ready for you and it kind of creates the order all done. All the AI does the shopping, books, meetings, draft and it's something that other companies have done already but Muse remember Meta has this massive ecosystem of and and here kind of do so much stuff. It's doing actual tasking for you. But the reason this gets me excited is Meta is a platform that has massive exposure to the community. If more and more people are going to need are going to use AI, especially something like an AI agent, it's only going to increase the adoption rate of humans and AI. People are going to say, "Oh, I can use AI for this, this, and that." And it's going to increase compute needs. I actually think this is very bullish for Meta cuz I think they also even started a monthly subscription now with this Amuse model as well. And this is exactly what Mark Zuckerberg was talking about in the past, right? Mark Zuckerberg mentioned that he believes selling intelligence is going to have higher margins than selling compute. And now he's doing that, right? That's exactly what they're doing with this Muse. Uh so Muse AI, let me just kind of take a closer look at uh if they have pricing here or anything like that. Maybe not right here, but I do believe there's some form of pricing of like $20 or more if you want to use some of these AI agents. The the next thing I want to talk about is other companies that are obviously benefiting from this positiveness in the AI industry. You have companies like Oracle that were up 2% on the day. They were up about 6% after hours. Like I mentioned, Iran was also up roughly 5%. Unfortunately, I was shocked, right? Nvidia was down on this on the overall day, 2%. A lot of the big names were down, right? Microsoft was down, but AMD AMD killed it up over $500. Broadcom was up, Intel was up. I am truly surprised and shocked that Nvidia is down because I do believe one of the big winners from this AI story is going to be Nvidia and it's not going to be even close. Now, let's jump into Nebas, right? Nebia, Nebas, they had a great day up 7.7%. They did announce a partnership with Palunteer, right? I think this is really great. today announced a strategic partnership to bring Nebia's AI native compute infrastructure and cloud platform to Palanteers commercial customers. Now remember Nebius Nebius is one of those companies that is really focusing in the enterprise space right the enterprise players and this partnership makes perfect sense for Nebus right because that's the core market and Palanteer they focus on your enterprise businesses to bring this AI solutions now Palanteer has named Nebas its preferred sovereign AI infrastructure partner and will bring Nebia's compute and inference endpoints inside the Palunteer enterprise perimeter it just makes perfect sense. Now, what I thought was pretty interesting is the companies will also work together to accelerate the deployment of new compute capacity to serve Palunteer's customers, including through modular data center deployments at sites where power is already available. I am curious to see more of what that is. Does this accelerate the amount of compute that Nebus has? Remember, Nebulas doesn't at the moment need the type of active power that a core needs because of the different markets that they do focus on. All right, so pretty cool though here. I think this was really great news for Palanteer, really good news for Nebas. We also had some other semiconductor news. We had Qualcomm. Qualcomm was up roughly 3% on the day. It was much higher. We did see a bit of a pullback um pretty much the rest of the day after open, but Qualcomm did announce a multi-generation product collaboration with Amazon to build next generation AI data center infrastructure. Now, this was originally a huge excitement for Qualcomm cuz it's like, hey, Qualcomm is getting more AI wins. Now, unfortunately, I think during the conference, it was kind of announced that this wasn't going to be additive to the $5 billion in revenue they expect in data center this year. Um, that stays in line. This is going to be one of those customers that was part of it. Today was more kind of like the customer announcement. Now, for it to be Amazon, I think that's amazing news, right? Amazon is a big spender in AI. We know they're going to go crazy with capex and any partnership with Amazon, in my opinion, goes a long way. So very good top level news for Qualcomm. I think that the insides of the deal are are still a little qu not questionable. We don't have too much information to make an actual reaction to the deal itself, but overall having Amazon as a partner is strong and they still also have another hyperscaler I believe that they have a deal with for this year. So, Qualcomm, they're going to be providing, it seems, some form of licensing connectivity solution to help with Amazon's AI infant solution. Before we close out the episode, I just want to showcase what the overall community is going to be working on. This week, we had so many conferences already. We had AMT, we had Apply Materials, we had Nova, we had um Arista Networks, we had Alphabet, we have Navitas, Snowflake, Verdiff, and the list goes on. And tomorrow we're going to have so many more conferences. The information on a lot of these conferences will be posted on the community the next few days, but if there's anything interesting here, I definitely will bring it up to the YouTube channel. Most likely expect a video on anything crazy tomorrow. Remember, for the next three hours, you have the special offer of 40% off for what the chip happened. Make sure to check it out. Take care. Have a good day and see you all next