$NTAP 0.42 Noisy

Notable posts

• @StockSavvyShay neutral 1587 eng

  THE NEW AI INFRASTRUCTURE STACK Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Layer 1 | Power, Grid & Real Estate • $NEE building renewable power backbone hyperscalers need to scale AI • $CEG monetizing 24/7 nuclear power AI data centers increasingly require • $TLN building behind the meter nuclear power model for AI campuses • $IREN turning scarce power & interconnects into hyperscale AI capacity • $DLR owning physical real estate underneath global AI infrastructure • $EQIX owning interconnection layer where AI networks & clouds meet Layer 2 | Physical Datacenter, Shell & Cooling • $VRT building 800V DC powertrain needed for next jump in AI rack density • $SMCI assembling liquid cooled rack systems that turn GPUs into usable compute Layer 3 | Silicon & Hardware • $NVDA building compute platform underneath AI economy • $AMD building second full stack accelerator platform at hyperscale • $AVGO designing custom AI silicon behind Google TPUs & Meta MTIA as hyperscalers move deeper into proprietary compute • $GOOGL turning TPUs from an internal advantage into a hardware business sold directly into customer data centers • $INTC turning 14A into a real external foundry business with $TSLA as an anchor customer and its largest reported foundry deal yet • $ARM moving into full server CPUs & capturing the full value of the chip instead of dollars per core Layer 4 | Scale Up & Scale Out Networking • $ANET building Ethernet backbone connecting hyperscale AI clusters • $CSCO extending enterprise networking into AI data center fabric • $CLS manufacturing physical networking hardware connecting AI clusters Layer 5 | High Performance Storage • $PSTG using DirectFlash to reclaim power & rack space for AI infrastructure • $DELL bundling servers & storage into an integrated enterprise AI stack • $NTAP connecting enterprise data estates to cloud AI workloads • $HPE bringing enterprise storage into an infrastructure as a service model Layer 6 | Orchestration & Workloads • $IBM turning Red Hat OpenShift into enterprise control plane for private & hybrid AI deployments • $NTNX bringing AI infrastructure stack into private & on prem environments Layer 7 | GPUaaS & Cloud • $CRWV proving GPU residual value with fully priced A100 capacity contracted through 2029 • $NBIS building an AI cloud around 5GW of contracted power with customers prepaying 50% of capex • $DOCN bringing AI compute & inference below hyperscale cloud layer • $MSFT turning Azure into one of largest distribution layers for AI compute • $AKAM pushing AI inference closer to where users consume it • $AMZN monetizing AI through hyperscale cloud infrastructure & its own silicon • $ORCL building AI cloud capacity against a heavily concentrated backlog of large customer commitments Layer 8 | Model Execution, Tokens & Agents • $NET becoming distribution layer between AI agents and the internet as non human traffic crosses more than 50% of its network • $FSLY moving inference closer to the end user through edge compute

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• @TrendSpider bullish 472 eng

  What a turnaround for software stocks these past 30 days 🎯 🟢 Palantir $PLTR +36% 🟢 Microsoft $MSFT +29% 🟢 NetApp $NTAP +19% 🟢 CrowdStrike $CRWD +19% 🟢 Palo Alto Networks $PANW +18% 🟢 Oracle $ORCL +5% 🟢 Fortinet $FTNT +2.5% 🟢 Block $XYZ +1.5% https://t.co/LYTU0Q7Qde

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• @Venu_7_ bullish 312 eng

  The index has gone sideways for three months. Most people see that as dead money. William O'Neil saw it as the most important research window of the cycle. While the market chops, the next leaders are quietly building bases. When the market turns, they are the first stocks out. Here is what to look for: - The stock is holding above its 50-day line while the index struggles - Its relative strength line is at or near new highs, meaning it is outperforming a flat market - It is forming a recognizable base near its highs: cup with handle, flat base, or double bottom - Volume dries up inside the base. The sellers are running out. - Earnings and sales growth are still accelerating underneath That is your watchlist for the next leg: $NBIS $SMTC $INTC $BE $GLW $CRM $NOW $PLTR $ABNB $FIVN $TEAM $CRWD $NET $TWLO $FROG $FTNT $PANW $RBRK $HPE $DELL $HPQ $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $U $NTAP $FORM You do not need to predict when the market turns. You need to have the list ready for when it does. The index tells you when. The stocks holding up best tell you what.

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• @Venu_7_ bullish 271 eng

  The market is quietly preparing for its next major window of opportunity. Why I think we’re getting close: - Nearly 4 months of consolidation - Breadth has continued to weaken - Sentiment has been terrible - More leaders are quietly building solid bases Pay attention to the leaders and ignore the noise for the next couple of months. AI Infra / Semis: $NBIS $SMTC $ASX $MXL $INTC $BE $GLW $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $NTAP $FORM $IMOS $VIAV $CLS $KEYS $SKHY $VICR $HPQ $HPE $DELL $TER Software / AI: $SHOP $ZETA $CRM $NOW $PLTR $ABNB $FIVN $TEAM $TWLO $FROG $U $SNOW $DDOG Cybersecurity / Cloud: $CRWD $NET $FTNT $PANW $RBRK $S Crypto: HOOD MSTR IBIT ETHA COIN CRCL Do the homework now. When the window opens, you want to be ready to capitalize.

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• @wallstengine neutral 186 eng

  Key earnings this week: Tue: $PANW, $DELL, $CRDO, $MDB, $GTLB Wed: $AVGO, $SNOW, $HPE, $NTAP, $FIVE Thu: $CIEN, $ZS, $IOT, $LULU, $DOCU, $PATH, $VSXY https://t.co/tivnqFKYYf

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• @TrendSpider neutral 121 eng

  Who's pushing the ceiling? 🔎 Eight names surfaced in our S&P 500 $SPY all-time high scan: $HPE $NTAP $LITE $KEYS $AMD $NVDA $PANW $FTNT https://t.co/h2MZaDBoq0

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• @Venu_7_ bullish 129 eng

  Quite a few storage stocks are setting up nicely: $NTAP $STX $DELL $P $HPE $WDC Storage is becoming an increasingly important piece of AI infrastructure. The faster AI models become, the faster data needs to move. https://t.co/KvOIGluOxd

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• @TrendSpider neutral 96 eng

  Scanning for stocks in the S&P 500 $SPY making new all-time highs right now... 🔎 Eaton Corp $ETN Valero Energy $VLO JP Morgan $JPM NetApp $NTAP AMETEK $AME Bank of America $BAC Emerson Electric $EMR Packaging Corp of America $PKG https://t.co/OtlDmsBkgH

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