$VRT 0.55 Developing

Notable posts

• @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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• @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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• @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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• @StockSavvyShay neutral 1088 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $79 • $PL $26 • $RDW $8 Quantum • $IONQ $44 • $RGTI $16 • $QBTS $20 • $INFQ $10 Drones • $ONDS $7 • $AVAV $174 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $132 Photonics • $AAOI $103 • $LITE $636 • $COHR $311 • $AEHR $59 CPU • $AMD $515 • $INTC $120 • $ARM $304 • $AMKR $64 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $31 • $NBIS $213 • $CIFR $17 • $CRWV $67 AI Power • $EOSE $4 • $BE $265 • $NVTS $13 • $VRT $282 AI Connectivity • $AVGO $334 • $ALAB $341 • $CRDO $210 • $MRVL $225 AI Hardware • $NVDA $192 • $TSM $419 • $ASML $1,732 • $MU $869 AI Applications • $PLTR $121 • $NOW $104 • $CRWD $171 • $SNOW $181

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• @StockSavvyShay bearish 890 eng

  Dario Amodei’s gloomy AI essay is hitting the AI trade across the board pre market: • $AEHR -9% • $NBIS -8% • $MRVL -7% • $SKHY -7% • $VRT -7% • $ARM -7% • $AAOI -7% • $LITE -7% • $BE -7% • $CRWV -7% • $MU -7% • $SNDK -6% • $INTC -6% • $AMD -6%

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