$CRWD 0.51 Developing

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• @StockSavvyShay neutral 3410 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $408 • $ASML $1,618 • $MU $730 AI Applications • $PLTR $129 • $NOW $109 • $CRWD $598 • $SNOW $181 AI Connectivity • $AVGO $377 • $ALAB $305 • $CRDO $195 • $MRVL $236 Space • $RKLB $106 • $ASTS $89 • $PL $31 • $BKSY $32 Quantum • $IONQ $52 • $RGTI $15 • $QBTS $20 • $INFQ $13 Drones • $ONDS $10 • $AVAV $175 • $KTOS $52 • $UMAC $24 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $151 Photonics • $AAOI $164 • $LITE $698 • $COHR $283 • $AEHR $76 CPU Bottleneck • $AMD $383 • $INTC $91 • $ARM $299 • $AMKR $57 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $394

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• @amitisinvesting neutral 2209 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Nvidia $NVDA reported Q2’27 revenue of $96.2B, beating estimates of $92.2B and up 106% YoY. Adjusted EPS came in at $2.22 versus $2.10 expected, up 120% YoY. Data Center revenue reached $89.0B, above the $85.8B estimate and up 117% YoY, while adjusted gross margin was 75.0%, in line with expectations and up 250 bps YoY. Nvidia guided Q3 revenue to $108.0B +/- 2%, ahead of the $104.2B estimate, with adjusted gross margin expected at 74.0% +/- 50 bps. The company generated $64.0B of adjusted operating income, $54.0B of adjusted net income, and $21.3B of free cash flow, while returning roughly $26.0B to shareholders in Q2 with about $99.0B remaining on its authorization. Nvidia said its outlook assumes no Data Center compute revenue from China, while Vera Rubin is ramping into full production with racks running at partners. 2. US GDP came in at 1.5% QoQ, matching estimates. PCE rose 0.2% MoM versus 0.1% expected and 3.7% YoY versus 3.6% expected, while Core PCE was in line at 0.2% MoM and 3.3% YoY. Consumer spending increased 0.2% MoM, above the 0.1% estimate, and personal income rose 0.4% MoM, ahead of the 0.2% estimate. Real personal consumption was flat at 0.0% MoM, matching expectations. 3. Meta $META agreed to an $18B youth safety commitment as part of its settlement with U.S. states, including $17B tied to broader settlement terms and $2.2B payable to California. Under the deal, Meta will spend the money over 10 years on youth online safety initiatives and implement new protections for users under 18, including limiting social media use to 2 hours per day and blocking access from 12 a.m. to 6 a.m. Compliance will be monitored by an independent auditor for 5 years. Meta will accrue about $10B in legal expenses in Q3 2026, but says its July financial guidance remains unchanged. The company also said $5.3B of the settlement is tied to YouTube and TikTok implementing similar daily limits, night mode, and age assurance measures. 4. The Bank of Korea raised rates by 25 bps to 3.00%, marking its second straight hike and the first back-to-back rate increases since the COVID era. The central bank also raised its 2026 GDP growth forecast to 3.3% from 2.6%, signaling stronger confidence in the economy even as it tightens policy. 5. Nvidia $NVDA has agreed to acquire Hugging Face for $12.9B, according to The Information. Strategically, this would give Nvidia a much deeper foothold in the open-source AI ecosystem, where Hugging Face has become one of the main distribution layers for models, datasets, and developer workflows. The likely goal is not just owning another AI asset, but controlling more of the software layer around AI adoption: GPUs, networking, CUDA, inference infrastructure, and now a major platform where developers actually build, share, and deploy models. For Nvidia, this makes the ecosystem stickier and strengthens its position as AI shifts from training frontier models to deploying millions of inference workloads across enterprises. 6. U.S. new home sales fell 10.5% MoM in July to 607,000 units, the lowest level in 6 months and far worse than the 1.4% decline expected. Excluding January 2026, this was the weakest reading since November 2022. New home sales have now declined in 3 of the last 4 months and are down 6.3% YoY. The Midwest saw the sharpest drop, with sales plunging 42.7% MoM to 43,000, the lowest level since 2012. Sales in the South, the largest homebuying region at more than 60% of total sales, fell 13.0% to 383,000, the second-lowest level since January. The weakness comes as the 30-year mortgage rate hit 6.81%, its highest since August 2025, continuing to pressure homebuyer demand. 7. An IRGC spokesperson said the Strait of Hormuz will not reopen unless the U.S. accepts Iran’s conditions. Those conditions reportedly include foreign warships staying at least 400 km away and no vessel transiting the Strait without Iran’s permission. The IRGC also said Iran and Oman have agreed to share revenue from shipping through the Strait, adding another layer of geopolitical and energy-market risk around one of the world’s most important chokepoints. 8. CrowdStrike $CRWD reported Q2’27 revenue of $1.47B, beating estimates of $1.44B and up 26% YoY. Adjusted EPS came in at $0.31 versus $0.29 expected, up 35% YoY, while free cash flow reached $377.4M, above the $353M estimate and up 33% YoY. Net new ARR hit a record $333M, up 51% YoY, bringing total ARR to $5.84B, up 25% YoY. CrowdStrike raised FY27 guidance to $5.99B–$6.01B in revenue, $1.25–$1.26 in adjusted EPS, and $6.60B–$6.61B in ARR. Management called Q2 the best quarter in company history, citing record Falcon Flex results, record net new ARR, stronger retention, and a Mythos-driven tailwind as AI adoption increasingly needs security at scale. $CRWD was up 10% after hours. 9. The top 10 most active options today by contracts traded were $TSLA with 2.7M contracts, $NVDA with 2.5M contracts, $META with 1.7M contracts, $AAPL with 1.4M contracts, $INTC with 742K contracts, $AMZN with 695K contracts, $SPCX with 603K contracts, $MU with 595K contracts, $MSFT with 579K contracts, and $AMD with 404K contracts. 10. $NVDA Nvidia's CFO today said revenue is expected to grow approximately 70% in FY28, even with a supply-constrained outlook. The company said Vera CPU is now in full production, shipments are already underway to lead partners, and CPU revenue is expected to more than double in FY28 against roughly $20B of total server CPU demand. Nvidia also said it began production shipments of Vera Rubin earlier this month, while neocloud partners are expected to exit the year with 8 GW of installed capacity, up from roughly 3 GW at the end of 2025. The CFO said cloud industry backlog now exceeds $2T, with capex from the top five hyperscalers expected to reach nearly $800B in 2026 and $1.3T in 2027. Nvidia also addressed “circular financing,” saying it has invested nearly $50B in frontier AI labs and expects AI lab demand supported by its balance sheet to contribute roughly 25% of the business next year. 11. Google $GOOGL has reportedly hired Barret Zoph, co-founder and former CTO of Thinking Machines Lab, as VP of Research, according to WSJ. Zoph will work on Gemini, bringing expertise in reinforcement learning and post-training. Separately, SoftBank is reportedly in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X at roughly a $6B valuation. 1X previously tried to raise $1B at a $10B valuation but raised less than half that target, while OpenAI also discussed acquiring the company last year before talks fell apart. 1X says it received more than 10,000 pre-orders for its $20,000 NEO humanoid in the first week, with deliveries planned for 2026, though none have been delivered yet. 12. AWS $AMZN and Nvidia $NVDA announced a major expansion of their strategic AI infrastructure partnership, building on 16 years of joint innovation. As part of the expanded collaboration, AWS will deploy 2 million additional Nvidia GPUs across its global infrastructure in 2027–2028. The companies said they are deepening their work across AI factories, CPUs, networking, open models, data processing, and robotics, giving customers more ways to build and deploy AI at scale. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @amitisinvesting neutral 1714 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since February 24. The move has triggered a wave of forced selling across crypto markets, with more than $1.1 billion in leveraged crypto positions liquidated over the past 24 hours. 2. $AVGO reported strong Q2’26 results, with revenue of $22.19B, slightly above estimates, up 48% YoY, and adjusted EPS of $2.44, beating expectations and rising 54% YoY. Semiconductor Solutions revenue came in at $15.0B, up 79% YoY, while AI semiconductor revenue surged 143% YoY to $10.8B, though it came in below buyside expectations. For Q3, Broadcom guided revenue to roughly $29.4B, ahead of consensus but slightly below buyside expectations, with AI semiconductor revenue expected to reach about $16B. The company also delivered $10.26B in free cash flow, equal to 46% of revenue, and said growth is being driven by accelerating AI demand, custom AI accelerators, AI networking, and strong operating leverage. 3. $META is reportedly considering charging up to $199.99/month for Hatch, its planned consumer AI agent, according to The Information. Hatch is described as a consumer version of OpenClaw that lets users create software tools and automate tasks with plain-language prompts, including scheduling events, sending emails, building simple apps, and generating travel itineraries. Meta is also considering a premium Hatch Plus tier that would offer 5–10x more daily usage capacity than the free version. During development, Hatch has used Anthropic’s Claude models, but it is expected to run on Meta’s Muse Spark model at launch. 4. The top 10 most active options today by contracts traded were $NVDA with 3.4M contracts, $TSLA with 3.4M contracts, $AAPL with 1.3M contracts, $AMZN with 1.1M contracts, $MSFT with 958K contracts, $META with 916K contracts, $NOK with 749K contracts, $INTC with 730K contracts, $GOOGL with 708K contracts, and $PLTR with 622K contracts. Nvidia and Tesla once again dominated options activity, each trading more than 3.4M contracts, while Apple and Amazon also saw elevated volume above 1M contracts. 5. $IREN signed a transmission connection agreement for an 800MW data center campus in Bundey, South Australia. The site includes four 330kV feeder exits, allowing it to support up to 800MW without requiring network upgrades, with energization expected to begin in 2028. The project marks IREN’s first announced Australian data center campus and would provide submarine fiber connectivity to key APAC markets, including Singapore, Indonesia, South Korea, and Japan. 6. $AAPL Apple's smart glasses roadmap has reportedly changed, according to supply chain analyst Ming-Chi Kuo. Apple’s display-equipped AR/XR glasses, which are expected to use optical waveguide technology, have reportedly been pushed back to 2029. Meanwhile, Apple’s display-less AI glasses, similar to Ray-Ban Meta, are still expected to ship in 2027. Kuo also says Apple is shifting resources away from the Vision Pro line and toward smart glasses that may have broader mass-market appeal. 7. $GOOGL plans to use roughly $30B of its $80B equity raise to cover tax obligations tied to employee equity awards, according to The Information. That would represent nearly 40% of the total raise, roughly double last year’s amount, and about 14% of expected operating cash flow. 8. $CRWD reported solid Q1’27 results, with revenue of $1.39B, up 26% YoY, and adjusted EPS of $1.10, both slightly ahead of expectations. ARR reached $5.51B, up 24% YoY, while net new ARR grew 32% YoY to $255.8M. CrowdStrike also announced a 4-for-1 stock split, with the record date set for June 25, 2026 and split-adjusted trading expected to begin on July 2, 2026. For the full year, the company guided revenue to $5.915B–$5.959B, ARR to roughly $6.53B–$6.56B, and adjusted EPS to $4.88–$4.96, while raising its net new ARR growth outlook to 27.7% at the midpoint. Management said CrowdStrike is becoming critical AI security infrastructure, highlighting record Q1 net new ARR, strong module adoption, and its AI-driven security products as signs of an AI inflection point. 9. SpaceX $SPCX is reportedly planning to price its IPO at $135 per share, with plans to sell 555.6 million shares and raise roughly $75 billion. At that price, the company would be valued at nearly $1.75 trillion, making it one of the largest IPOs in history. 10. US data center construction spending surged 28% YoY in April to a record annualized rate of $50.7B, surpassing public transportation construction spending of $49.9B for the first time in history. Since 2022, data center construction spending has exploded 357%, compared with just 16% growth in government transportation spending. As a result, data centers now represent 2.3% of all US construction spending, highlighting how AI infrastructure demand is reshaping the construction economy. 11. Ray Dalio says AI has the ingredients of a classic technology bubble, arguing that major technological shifts often create bubbles because it is impossible for investors and companies to perfectly predict the winners. He said companies face a difficult choice: spend aggressively to capture market share, or risk underspending and falling behind. Dalio added that bubbles eventually “prick” when investors or companies need to sell wealth/assets to raise cash, turning enthusiasm into forced selling pressure. 12. The S&P 500 closed the day red for the first time in 9 trading days. The last time the S&P $SPY closed green for 10 days in a row was 1995. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @amitisinvesting neutral 1612 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. FOMC decision week began with a clear AI rotation: long software, short semis. Nvidia $NVDA, Marvell $MRVL, Sandisk $SNDK, AMD $AMD, Nebius $NBIS, Micron $MU, CoreWeave $CRWV, and Intel $INTC were down 3%-7%, while Palantir $PLTR, Atlassian $TEAM, CrowdStrike $CRWD, ServiceNow $NOW, Adobe $ADBE, and Intuit $INTU were up 2%-5%. The move reflected a market trying to reprice the AI trade after the weekend’s safety debate around Dario’s essay. Semis and neoclouds sold off because their bull case is tied directly to continued AI capex growth which the market interpreted as slowing down if the pace of frontier model development slows down. At the same time, Trump rejected the calls to slow down as he posted that AI needs a “STRONG AND SMART” president rather than guardrails, said the U.S. was leading China in AI, and separately said Iran wanted to make a deal and that the US was open to engaging. Oil crossed $105 and the US 10-year treasury yield crossed 5%. The Fed will make their decision for a rate hike on Wednesday. 2. Palantir $PLTR, Nvidia $NVDA, and Booz Allen Hamilton are reportedly restricting Anthropic’s Fable model for sensitive work over concerns about its data-retention policies, according to The Information. Some enterprise customers are demanding irrevocable zero-data-retention guarantees before putting proprietary information into the model. Anthropic reportedly introduced rolling 30-day usage logs for safety monitoring in June, while its planned option for eligible customers to store logs themselves can still be revoked. Palantir is withholding Fable from its platform until it receives irrevocable zero-data-retention guarantees, Nvidia is limiting Fable to less-sensitive work while using Nemotron for sensitive internal projects, and Booz Allen is excluding Fable from work involving its proprietary cybersecurity software. 3. Trump called Jensen Huang during the All-In Summit and was put on speaker phone, where he defended the AI data center buildout and pushed back on recent concerns. “I'm telling you it's all a hoax. The data centers are great. They make people wealthy. They make states wealthy. AI is bigger than the internet. These people are playing right into the hands of China. We're not going to let that happen,” Trump said. Jensen responded, “You're right, we're not going to let that happen sir.” Jensen also said the fears from over the weekend were made up and that the companies involved have the control they need to navigate the concerns. 4. OpenAI has acquired Glass Imaging, an AI camera startup founded by former Apple engineers, for more than $300M. Glass is working to bring DSLR-like image quality to smartphones, and the deal comes as OpenAI and Jony Ive continue developing new consumer hardware. OpenAI’s exact plans for Glass remain unclear, but the acquisition is notable given Glass was valued at roughly $100M just last year. 5. Truist initiated Nebius $NBIS at Buy with a $355 price target, calling it a scaling AI-native hyperscaler still early in its infrastructure buildout. The firm believes consensus 2027E ARR estimates are conservative given recent pricing of $20M-$25M/MW for 1-3 year deals and $40M-$50M/MW for shorter-duration contracts. Truist sees a major opportunity ahead, estimating a $2.1T annual revenue opportunity at the cloud layer by 2030E, with scarcity and contract economics supporting upside to pricing and revenue. The firm also sees multiple paths for Nebius to reach 20%-30% adjusted EBIT margins over the medium term. 6. The top 10 most active options today by contracts traded were $NVDA with 3.2M contracts, $TSLA with 2.4M contracts, $AAPL with 1.6M contracts, $MU with 1.1M contracts, $AMZN with 957K contracts, $META with 906K contracts, $MSFT with 874K contracts, $INTC with 835K contracts, $GOOGL with 734K contracts, and $SPCX with 688K contracts. 7. U.S. consumers aged 40-49 now account for 26.8% of new consumer bankruptcies, their highest share since Q3 2015 and the largest of any age group. The 50-59 group represents another 23.1%, bringing Americans aged 40-59 to 49.9% of all new consumer bankruptcies, the highest share since Q1 2017. For perspective, that figure peaked at 54.3% in Q4 2011 after the 2008 Financial Crisis. Consumers aged 70+ now make up 21.5% of new bankruptcies, their highest share since Q2 2017, while Americans aged 18-29 account for just 5.9%, the lowest since Q2 2014. 8. JPMorgan upgraded IREN $IREN to Overweight and raised its price target to $65 from $46, saying the company is emerging as a top-tier neocloud provider. JPM cited IREN’s NVIDIA partnership, stronger customer momentum, and rising AI infrastructure pricing, noting neocloud contracts have moved from roughly $10-$15/W to $15-$20/W+, while customer prepayments of 25%-50% are helping fund GPU purchases. IREN has raised its year-end 2026 ARR target to as much as $4B, with roughly $1B of operating ARR today. JPM also highlighted IREN’s Microsoft buildout, recent deal with an unnamed frontier AI lab. Looking into 2027, JPM believes IREN’s planned ~0.5 GW expansion could command materially higher pricing, with deals above $15/W creating significant upside to the outlook. 9. Global semiconductor revenue hit a record $425B in Q2 2026, up 31.4% QoQ, according to Omdia. Memory accounted for more than half of total revenue, driven by AI demand and rising DRAM, NAND, and NOR pricing. Even excluding memory, semiconductor revenue grew more than 10% QoQ, well above the historical Q2 average of just over 3%. The industry generated $752B in revenue in the first half of 2026 alone, and Omdia expects Q3 revenue to surpass $500B, pushing the first nine months of 2026 above $1.25T. 10. Apple $AAPL has begun rolling out its new Siri AI in beta with iOS 27, adding personal context across messages, emails, and photos, plus onscreen awareness and systemwide app actions. The new Siri can find information across a user’s device, understand what is on screen, draft emails, add calendar events, and take actions across supported apps. Apple says the new Apple Intelligence architecture uses its own foundation models built in collaboration with Google Gemini, with processing split between on-device models and Private Cloud Compute. 11. U.S. diesel prices have officially risen to a record $6.20/gallon, up 78% over the last 9 months. In California, diesel has surged to a record $8.14/gallon, with some areas approaching $9.00/gallon. The spike comes as the U.S. enters peak diesel-demand season while supply remains historically tight. Jet fuel is also surging, now at $4.35/gallon, up 61% over the last 10 weeks, with prices rising another 10% in the past week as U.S. oil pushes above $100/barrel. Airline fares were already up 23% YoY in August, and if fuel stays elevated, September CPI could show fares rising as much as 30%. 12. The Clarity Act $BTC $ETH moved back into focus after Senate Republicans released a “final” draft ahead of Tuesday’s cloture vote, saying the text includes 126 Democratic-requested changes after more than a year of talks. The bill still needs 60 votes to advance, with Republicans holding 53 seats. Key updates include new ethics language requiring covered officials and spouses to divest certain crypto interests or place them in a qualified blind trust, a role for state attorneys general in enforcement, and a Treasury “circuit breaker” that could restrict stablecoin rewards if payment stablecoins trigger major deposit flight from community banks. The U.S. Senate is scheduled to hold a key preliminary cloture vote on the Clarity Act on Tuesday afternoon, September 15, 2026, at approximately 2:15 PM ET. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay neutral 1430 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $31 • $NBIS $160 • $CIFR $17 • $CRWV $67 AI Power • $EOSE $3 • $BE $192 • $NVTS $8 • $VRT $245 AI Connectivity • $AVGO $368 • $ALAB $251 • $CRDO $183 • $MRVL $168 AI Hardware • $NVDA $190 • $TSM $377 • $ASML $1,713 • $MU $672 AI Applications • $PLTR $131 • $NOW $101 • $CRWD $196 • $SNOW $259 Physical AI • $TSLA $369 • $AMZN $245 • $GOOGL $335 • $VPG $84 Space • $RKLB $56 • $ASTS $47 • $PL $20 • $RDW $8 Quantum • $IONQ $26 • $RGTI $13 • $QBTS $16 • $INFQ $8 Drones • $ONDS $6 • $AVAV $99 • $KTOS $42 • $MRCY $92 Nuclear • $OKLO $33 • $UUUU $8 • $GEV $906 • $LEU $132 Photonics • $AAOI $87 • $LITE $636 • $COHR $311 • $AEHR $66 CPU Bottleneck • $AMD $467 • $INTC $88 • $ARM $242 • $AMKR $57

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• @StockSavvyShay neutral 1400 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $15 • $GEV $906 • $LEU $182 Photonics • $AAOI $160 • $LITE $825 • $COHR $369 • $AEHR $110 CPU Bottleneck • $AMD $512 • $INTC $125 • $ARM $420 • $AMKR $83 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $56 • $NBIS $206 • $CIFR $17 • $CRWV $111 AI Power • $EOSE $7 • $BE $265 • $NVTS $24 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $437 • $ASML $1,732 • $MU $1,013 AI Applications • $PLTR $121 • $NOW $95 • $CRWD $624 • $SNOW $181 AI Connectivity • $AVGO $368 • $ALAB $372 • $CRDO $262 • $MRVL $292

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• @StockSavvyShay neutral 1202 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS Drones • $ONDS $8 • $AVAV $146 • $KTOS $52 • $MRCY $88 Quantum • $IONQ $42 • $RGTI $17 • $QBTS $20 • $INFQ $13 Nuclear • $OKLO $37 • $UUUU $12 • $GEV $942 • $LEU $182 Space • $RKLB $58 • $ASTS $53 • $PL $19 • $RDW $12 Photonics • $AAOI $101 • $LITE $715 • $COHR $221 • $AEHR $98 CPU Bottleneck • $AMD $418 • $INTC $69 • $ARM $235 • $AMKR $45 AI Utilities • $IREN $41 • $NBIS $210 • $CIFR $15 • $CRWV $79 AI Power • $ON $72 • $BE $162 • $NVTS $9 • $VRT $219 AI Connectivity • $AVGO $367 • $ALAB $251 • $CRDO $224 • $MRVL $227 AI Silicon Stack • $NVDA $209 • $TSM $382 • $ASML $1,510 • $MU $819 AI Applications • $PLTR $169 • $NOW $125 • $CRWD $173 • $SNOW $257 Physical AI • $TSLA $354 • $AMZN $252 • $GOOGL $330 • $VPG $53

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• @StockSavvyShay neutral 1163 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $58 • $ASTS $53 • $PL $16 • $RDW $8 Drones • $ONDS $6 • $AVAV $146 • $KTOS $42 • $MRCY $79 Quantum • $IONQ $32 • $RGTI $13 • $QBTS $16 • $INFQ $10 Nuclear • $OKLO $37 • $UUUU $12 • $GEV $942 • $LEU $151 Photonics • $AAOI $87 • $LITE $726 • $COHR $230 • $AEHR $68 CPU Bottleneck • $AMD $419 • $INTC $97 • $ARM $235 • $AMKR $52 AI Infrastructure • $IREN $39 • $NBIS $213 • $CIFR $15 • $CRWV $82 AI Power • $ON $72 • $BE $241 • $NVTS $9 • $VRT $253 AI Connectivity • $AVGO $334 • $ALAB $251 • $CRDO $151 • $MRVL $229 AI Silicon Stack • $NVDA $209 • $TSM $395 • $ASML $1,544 • $MU $834 AI Applications • $PLTR $145 • $NOW $125 • $CRWD $177 • $SNOW $283 Physical AI • $TSLA $353 • $AMZN $252 • $GOOGL $302 • $VPG $63

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