The “Inflation Era” of AI Compute is Breaking Out Across the Board Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA. Here’s the full supply chain map 👇 ⚙️ FOUNDATIONAL INFRASTRUCTURE → PCB: $TTM, $JBL → CCL: $ROG → MLCC: $VSH → Liquid Cooling & Thermal: $VRT 🔴 CORE COMPUTE & MEMORY AI Silicon: → $NVDA $AVGO $AMD $INTC Memory / Storage: → $MU $SNDK $WDC $STX $INTC Power Management / Analog: → $TXN $ADI $NXPI $STM $MPWR $VICR Wafer Foundry: → $TSM $GFS $UMC Advanced Packaging / OSAT: → $TSM $ASX $AMKR 🔵 OPTICAL COMMUNICATIONS NETWORK Optical Components: → $LITE $COHR $AAOI Optical Fiber & Cable: → $GLW Silicon Photonics Foundry: → $TSEM $GFS INP: → $AXTI Optical DSP / Interconnect Silicon: → $MRVL $FN ☁️ CLOUD & AI PLATFORMS → $AMZN $GOOG $BABA $BIDU The AI compute supercycle isn’t one stock — it’s an entire ecosystem repricing in real time. Not financial advice. DYOR.
Key Takeaways: - Anthropic Considers Developing Own AI Chips - $BABA Alibaba Confirms It Built Viral 'Happy Horse' Text-to-Video AI Model - $TSM Reports March Revenue of NT$415.19 Billion with 45.2% YoY Growth - Key Economic Events: CPI.
$BABA lost a quarter of its market cap since announcing it would triple its CapEx. They committed over $53 billion to AI and cloud infrastructure over the next three years. As Chinese tech giants are essentially forced to burn off their free operating cash flow just to keep pace with the U.S., their profits are vanishing. They are procuring massive amounts of compute hardware under pressure. Investors look anxious as Alibaba is trying to pivot from an e-commerce company to a full-stack AI service provider. Can be an opportunity for those who believe in the Chinese AI market.
THE ROBOTICS STACK EXPLAINED: 1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions. 2. $GOOGL, $MSFT & $META supply the foundation models to give robots reasoning, perception, & interaction abilities. 3. $PLTR, $ORCL & $MSFT convert massive robot fleet data into actionable intelligence while $PANW & $CYBR secure the systems. 4. $ARM, $SNPS & $CNDS design the chips powering robot brains. 5. $MBLY & $TDY provide the vision systems, cameras, & perception sensors to allow robots to understand the world. 6. $MP supplies rare earth magnets used in electric motors to move robotic systems. 7. $ADI, $ON & $STM provide the analog semiconductors that connect digital AI systems to motors, sensors, & power electronics. 8. $ST, $RRX & $TKR manufacture the bearings, motors, & mechanical components for robots. 9. $HON & $ROK deliver the industrial automation platforms that integrate robotics into factories. 10. $TSLA, $AAPL, $BABA & $AMZN are building competing robotic ecosystems across manufacturing, logistic, and mobility applications. It’s clear the expansion within the robotics layer is wide, & many names are responsible for this sector boom…
try and read this and hold onto your $BABA shares 😉
These things are next to happen: $ASTS is going to $150, then slightly pulling back, & running to $220+. $RKLB is squeezing to $140+ ahead of the SpaceX IPO. $ZETA will pop 10/20%+ and hit $32+ soon. $BABA will blow past previous year highs & hit $220+. $UNH & $NVO will both see full V shape recovery’s. $ONDS will dominate the drone sector & blow past $20+. & finally all 7 of these picks will create generational wealth for many this year…
In 2025 many millionaires were made from my callouts… Some of which include: $AMD at $76 & ran to $267+ $HOOD at $29 & ran to $154+ $BABA at $80 & ran to $192+ This year these 5 sectors will dominate & create millionaires: Space ~ $ASTS, $RKLB, $LUNR Energy ~ $EOSE, $OKLO Robotics ~ $PATH, $TSLA, $RR AI ~ $ZETA, $CIFR, $IREN Drones ~ $ONDS, $AVAV, $DPRO Don’t miss your chance on these life changing investment opportunities…
2 weeks ago, I shared my top picks for 2026. Since then… $ONDS +40% $ASTS +33% $RKLB +26% $NVO +15% $NBIS +15% $ZETA +10% $BABA +10% The main move for all these picks has yet to even begin yet…
The Space, Drone, Energy, AI, & Robotics sectors will dominate the markets this year. These following stocks will blow past these targets in 2026: ~ $ONDS will be $40+ ~ $ASTS will be $220+ ~ $EOSE will be $38+ ~ $TSLA will be $600+ ~ $ZETA will be $65+ ~ $RKLB will be $140+ ~ $IREN will be $90+ ~ $BABA will be $220+ & many more to run providing generational opportunities!
This looks like a textbook throwback in $BABA, flipping old resistance into support. https://t.co/3nttJhhPU1
Over the past few months many have made generational wealth following my public callouts: $ASTS $35 to $101+ $ONDS $7.4 to $15+ $RKLB $37 to $89+ $IREN $33 to $53+ $HOOD $29 to $154+ My next euphoric callouts will be $ZETA, $EOSE, & $BABA. Don’t miss these opportunities… https://t.co/qIXC9vJNuj
$BABA is going to see its largest breakout in its history over the next couple months… With a massive revenue and stock price disconnect $BABA will catch back up soon. The last time I called for a move like this $BABA ran from $90 to $180+ Save this post to look back on… https://t.co/pXGNt8WpM1
Within hours of this post $BABA is now up over 10%+ today confirming a bull flag breakout. It’s clear the rotation back into China stocks is officially here. Soon you’ll never see $BABA below $200 for a long time. I gave you the warning in advance. Don’t miss out…
I am officially calling it… $BABA is about to see another euphoric upside squeeze in the coming weeks. The last time I called for a similar run $BABA had rallied from $80 to over $190+ This time around I’m projecting $220-$240+ to hit. Save this post to look back on later… https://t.co/BadF9ib1HC
3: Alibaba ~ $BABA After coming off a strong 2025, expanding rapidly especially amongst the cloud computing sector; growth is exponential for this year. BABA Maintains a 20% YoY cloud growth, $25B+ annual free cash flow, and is only a 10x P/E. Price Target ~ $250+ (+71%) https://t.co/Iw4gsrtnFd
I’m officially calling it again… The last time I called out $BABA, and its bottom it had a euphoric squeeze from $80 to $190+ This time im now calling for a run from $150 to $260+ by late April. This is your one and only warning. $BABA can easily clear $260+ Don’t miss it… https://t.co/gxjFyuF719
@BegencMelayev @michaeljburry He crushed it - long China $BABA huge gains and short Tesla $TSLA 2021, just to name a few!
So far this year $TSLA, $NVDA, $PLTR, $UNH, $BABA, $LMND, $AMD, $ASTS, & $RKLB have all had euphoric squeezes towards the upside. The next setups to go are… $GRAB, $SOFI, $ABDE, $LULU, $JD, & $PYPL. Don’t miss these opportunities before they rally towards ATH’s! https://t.co/LZ1fUiHGTo
Investing in these 7 stocks during this current drop can change your life forever: 1. $TSLA at $396 2. $UNH at $340 3. $BMNR at $47 4. $LMND at $44 5. $SOFI at $26 6. $JD at $31 7. $BABA at $150 Don’t panic during market selloff’s and use them as buying opportunities… https://t.co/OGi5qGQQqO
Many retail traders outperformed every hedge fund simply by following right here… $AMD was called at $76 $TSLA was called at $210 $HOOD was called at $29 $BABA was called at $79 $PLTR was called at $42 $HIMS was called at $22 This is the origin of generational wealth. https://t.co/HndObV1XNx
$JD is about to see a melt up towards the upside and squeeze harder than both $BABA & $BIDU. With $JD having revenues of $49B just last quarter this makes up almost their full market cap of $51B. Breaking out a 4 month falling wedge the next target sits at $56+ Don’t miss it… https://t.co/718b5xF3dG
These 7 stocks are going to dominate the markets heading into 2026 and will create generational wealth for many… 1. $TSLA 2. $AMD 3. $BABA 4. $BMNR 5. $HIMS 6. $UNH 7. $OSCR Don’t miss your chance to take advantage of these picks before their incoming euphoric squeezes… https://t.co/oZs5MiH4eX
$JD is about to be the next China stock to see a parabolic squeeze larger than $BABA & $BIDU had… With $27B+ in cash, 22% YoY revenue growth and only at a 12x P/E show how undervalued $JD is. Breaking out a 4 month falling wedge the next target sits at $56+ Don’t miss out… https://t.co/HryGBxD2Xg
I’ve called the bottoms and breakouts on all these picks this year… 1. $TSLA at $210 and ran to $460+ 2. $BABA at $84 and ran to $182+ 3. $HOOD at $29 and ran to $140+ 4. $PLTR at $42 and ran to $190+ 5. $HIMS at $24 and ran to $61+ My next pick will be posted here on X soon… https://t.co/IJtUU7DZkk
$BMNR is the next stock to see a historical squeeze similar to $HOOD, $PLTR & $BABA had. With $ETHUSD pushing into a volume gap this positions $BMNR for a break into the upside. The last time I had such high confidence was loading $TSLA at $210. Expect 150% returns from here… https://t.co/pPpoOwAmRu
I called the bottom on $HOOD at $29 and it ran to $137+ Then I called out $HIMS at $24 and it ran beyond $60+ Finally I called $BABA at $84 and it ran to $181+ The next 3 setups to run over 100%+ are $OSCR, $JD & $BMNR Don’t miss these next opportunities. Squeeze incoming… https://t.co/kB1zq6rJgW
$JD is going to see a $BABA & $BIDU type rally soon and squeeze over 100%+ It’s clear with $27B+ in cash, 22% YoY revenue growth, and only at a 12x P/E that $JD is a clear buy. This is the last warning for all the $JD bears as $56+ is incoming this year. Mark my words… https://t.co/rbS8jsdtl1
I made generational wealth by calling the bottoms on these stocks… 1. $TSLA at $210 and ran to $450+ 2. $HIMS at $24 and ran to $59+ 3. $HOOD at $29 and ran to $130+ 4. $BABA at $80 and ran to $180+ 5. $UNH at $235 and ran to $362+ My next pick will be posted here on X soon… https://t.co/tdSoUs2B2W
5) Lastly, on additional investment from $BABA, its ecosystem partner across compute will definitely get benefited. This, for now, is $NVDA, and some ASIC partner. It will depend on how $NVDA $AMD moves forward in China, opportunities are beyond significant.
1) I went back to review Alibaba $BABA CEO Eddie Wu’s comments, which are very significant statements with major investment implications (opportunity alert). Three things quickly (opps can be found easily by targeting three things below): 1) Tokens: Token usage DOUBLES every 2-3 months 2) Power: AliCloud's global datacenter power usage will increase by 10x in 2032 vs 2022 3) Investment: Billions of additional investment on top of the 3-year Rmb380bn CAPEX plan (Feb 2025)
These 5 stocks will lead the markets and push higher despite market weakness and will meet these next targets… 1. $TSLA will be $550+ 2. $NBIS will be $150+ 3. $BABA will be $260+ 4. $UNH will be $500+ 5. $JD will be $52+ All 5 are worth taking advantage of. Don’t miss out… https://t.co/x26jIsLJod
"Morgan Stanley estimates that between 2026 and 2032, Alibaba Cloud’s new data center capacity additions will exceed 3GW per year. This is roughly equivalent to the entire Chinese market’s annual new capacity of 3–4GW in 2025" $BABA.
$JD is officially breaking out after 6 months of consolidation and is positioned for a major squeeze… If you missed $BABA at $84, or $BIDU at $74, this is your next chance. Sitting at only a 12x P/E ratio shows $JD is severely undervalued. $56+ incoming soon. Mark my words… https://t.co/mdZEQElsSF
Alibaba $BABA vs Apple $AAPL 2025: +102% vs +1% 2-Years: +95% vs. +46% 3-Years +125% vs. +71% *Alibaba ADRs soar over 9% in US premarket trading after the company said it will spend more than its previous three-year investment budget on AI infrastructure.
$BABA CEO Eddie Wu: “LLM will be the next operating system, Qwen the next Android, AI Cloud the next computer, and token the next electricity.” 🗣️🔥
$JD has completed its pullback and is now positioned for a major squeeze… If you missed $BABA at $84, then this is your next opportunity and it has 100%+ upside from here. This is the final warning for all the $JD bears. $55+ is the first target. Don’t miss it… https://t.co/UfvMhIt9xo
I created generational wealth by calling the bottoms on these stocks: 1. $TSLA at $210 and ran to $434+ 2. $HOOD at $29 and ran to $125+ 3. $HIMS at $24 and ran to $59+ 4. $BMNR at $39 and ran to $64+ 5. $BABA at $80 and ran to $167+ My next call will be posted here on X soon… https://t.co/qkt9fhttg0
Current portfolio of largest positions of picks that were shared here on X this year… $PLTR +320% $HOOD +310% $HIMS +120% $BABA +160% $AMD +140% $ZETA +80% $TSLA +70% $UNH +55% All returns from common stock and the list extends well beyond just these. More to come soon!! https://t.co/TbMutn3hY2
If you invest into these 7 stocks you will outperform the markets by a drastic amount as we close out the year… 1. $TSLA at $420 2. $JD at $36 3. $BMNR at $55 4. $GRAB at $6 5. $BABA at $160 6. $AMD at $155 7. $UNH at $340 Don’t miss out on these generational opportunities… https://t.co/0vfgClMifh
$JD is officially beginning its largest breakout ever after an extensive 6 months of consolidation. If you missed the massive 100%+ run on similar China names like $BABA then $JD is your second chance. The initial target for $JD is set at $56+ You will regret not buying more… https://t.co/SKCTOPz22n
$JD is compressing tightly for a massive squeeze towards $40+ If you missed the massive 110%+ rally on $BABA then $JD is your next golden opportunity. Backed by strong financials and a 12x P/E show how undervalued $JD truly is. 50+ is incoming by January 2026. Mark my words… https://t.co/OIHA2OEJ7W
$BABA is simply just beginning its massive squeeze higher. The current setup is showing the wave 3 push to $190 by the end of October. Sitting on $59B in cash, and major growth around it AI development $BABA is a clear buy. $220+ incoming this year. You’ll regret not buying… https://t.co/1lUbpcjuN8
The demand for AI is growing at an exponential rate and will not slow down anytime soon. If you invest into these 6 stocks you will outperform the markets during this AI gold rush: 1. $NBIS 2. $AMD 3. $TSLA 4. $PLTR 5. $LMND 6. $BABA Don’t miss these generational setups… https://t.co/Kl7aN1imnc
I’m officially calling it… $JD is the next China stock to see a massive parabolic squeeze similar to what $BABA had. With $27B cash on hand, 22% YoY revenue growth, and only sitting at a 12x P/E shows $JD is truly undervalued. $56+ is the first target. Don’t miss out… https://t.co/sV2KKI60LJ
These 5 stocks remain strong buys at these levels as they breakout towards all time highs… 1. $OSCR at $20 2. $UNH at $350 3. $HIMS at $45 4. $TSLA at $340 5. $BABA at $146 Don’t miss these investment opportunities as they squeeze higher rapidly… https://t.co/vR2cEyWSJ4
$BABA is just completing a textbook trend reversal. Take a look 👇 https://t.co/GarmseddTo
@BigIdeasCapital @DarioCpx @TihoBrkan @CompoundinGirl @EquityBrian @doomerzoomer @julius5207 @joetsai1999 @buccocapital I don't know anything about $BABA
$BABA is a obvious buy here that will rally as we head into 2026… With Chinese Tech stocks underperforming the $BABA chip could be the catalyst to send them flying. Breaking out of a 6 month consolidation $BABA is set to breakout. $200+ incoming this year. Mark my words… https://t.co/shpXSAdjSJ
