# ai trade (blogs) — RSS Amplifier Recent posts from the 10 feeds in the RSS Amplifier directory that cover ai trade. Page: Feed: --- ## [Newswrap: OpenAI's Revenue Growth Is Accelerating Like a Rocket Ship and It May Be Taking Share from Anthropic Now](https://taekim.substack.com/p/newswrap-openais-revenue-growth-is) _2026-08-21 · Tae Kim · Key Context by Tae Kim_ AI model capabilities are about to soar again. You know what that's bullish for, right? ## [AI Healthcare 1.0](https://zastocks.com/p/ai-healthcare-10) _2026-08-20 · Za · Za's Market Terminal_ The most impactful theme ever. ## [$ALM CEO Interview Analysis: The Micron Of Critical Metals?](https://asymmetricalbets.substack.com/p/alm-ceo-interview-analysis-the-micron) _2026-08-20 · Asymmetrical Bets · Asymmetrical Bets_ 498% revenue growth, a Western monopoly position, and a commodity cycle that just turned. The market may have forgot about the critical thesis, we didn’t. ## [Leveraging the interdependence to combat China's industrial policy](https://urbanomics.substack.com/p/leveraging-the-interdependence-to) _2026-08-19 · Urbanomics_ There is an interesting asymmetry in the way China is covered by the Western media and commentators. ## [The Bears Are Hunting](https://zastocks.com/p/the-bears-are-hunting) _2026-08-18 · Za · Za's Market Terminal_ Is the market in trouble, or is this just a speedbump? ## [This Fintech Stock Just Gapped Up 29% - - Here's Where to Buy the Dip](https://theinvestorchannel.substack.com/p/this-fintech-stock-just-gapped-up) _2026-08-18 · John McHugh · Equity Empire_ Chime just proved their growth story is real. Here’s how to trade it. ## [The Only U.S. Pure-Play In An Asian AI Monopoly](https://asymmetricalbets.substack.com/p/the-only-us-pure-play-in-an-asian) _2026-08-17 · Asymmetrical Bets · Asymmetrical Bets_ NVIDIA, GOOG, AMZN, META, MSFT and OpenAI all buy their boards, and the stock trades below its Asian peers. ## [A graphical summary of India's labour market challenge](https://urbanomics.substack.com/p/a-graphical-summary-of-indias-labour) _2026-08-17 · Urbanomics · Urbanomics_ I have blogged earlier (see here and here), highlighting the importance of broad-based economic growth and the creation of good jobs as essential requirements for India’s sustained high-growth prospects. ## [Weekly Market Report 8/16/26](https://zastocks.com/p/weekly-market-report-81626) _2026-08-16 · Za · Za's Market Terminal_ Major catalyst for an emerging theme, the memory trade, a brilliant investors moves that might be telling us about the next bottleneck, my portfolio, and more. ## [Is $SNDK Back? Investor Day Recap](https://asymmetricalbets.substack.com/p/is-sndk-back-investor-day-recap) _2026-08-14 · Asymmetrical Bets_ SanDisk Just Guided to FY2030. Nobody Has Ever Done That In Memory. ## [One OS for your AI workforce (Sponsored)](https://crawlproof.com/a/YM0JxVGO7JrS) _2026-08-14 · **Sponsored**_ Build, direct, and supervise an AI workforce from a single operating workspace. ## [CoreWeave's House of Cards Is Real. You're Just Not In the Hand.](https://theinvestorchannel.substack.com/p/coreweaves-house-of-cards-is-real) _2026-08-14 · Colin Tedards · Equity Empire_ CoreWeave Executives Borrowed $75 Million a Day For Six Months Straight. Why they can go all-in while shareholders risk it all. ## [How a CEO Turned an AI Blowout Into a Crash](https://joshbelanger.substack.com/p/how-a-ceo-turned-an-ai-blowout-into) _2026-08-14 · Josh Belanger · Belanger Trading_ Cisco spiked on the best report in its history, then collapsed while the CEO was still talking. We think it's a sell. ## [The SpaceX Trade](https://zastocks.com/p/the-spacex-trade) _2026-08-13 · Za · Za's Market Terminal_ The anatomy of the SpaceX trade + the potential next big trade. ## [Is ETH about to become more BTC-like?](https://lessnoisemoresignal.substack.com/p/is-eth-about-to-become-more-btc-like) _2026-08-13 · Less Noise More Signal - market insights_ In this next edition for the "No More Information Overload" report we zero in on the latest controversial Ethereum EIP, why most Ethreans don't like it, and what it would mean for Ether and its price. ## [A graphical summary of India's manufacturing challenge](https://urbanomics.substack.com/p/a-graphical-summary-of-indias-manufacturing) _2026-08-13 · Urbanomics · Urbanomics_ As AI threatens to hollow out commoditised IT jobs that have created a generation of Indian middle class, manufacturing appears even more important for good job creation. ## [This Is How BAG HOLDERS Get Destroyed.](https://joshbelanger.substack.com/p/this-is-how-bag-holders-get-destroyed) _2026-08-13 · Josh Belanger · Belanger Trading_ A $140 stock lost a quarter of its value in one morning. The crowd keeps buying. Dead cats like this don't bounce. ## [Nvidia Is Speedrunning the Creation of a Synthetic Hyperscaler](https://taekim.substack.com/p/nvidia-is-speedrunning-the-creation) _2026-08-12 · Tae Kim · Key Context by Tae Kim_ Nvidia is playing chess, not checkers. ## [The Ugly Shoe With Beautiful Numbers](https://nicholasvardy.substack.com/p/the-ugly-shoe-with-beautiful-numbers) _2026-08-12 · The Global Guru · The Global Guru_ One of the market’s most explosive setups could be hiding inside a shoe millions love to hate. ## [5,500x Oversubscribed: China’s Robot Mania Has Officially Arrived](https://nicholasvardy.substack.com/p/5500x-oversubscribed-chinas-robot) _2026-08-12 · The Global Guru · The Global Guru_ There are bubbles ## [LITE: The TSMC Of Light](https://asymmetricalbets.substack.com/p/lite-the-tsmc-of-light) _2026-08-11 · Asymmetrical Bets_ 72% EML market share, 50% gross margin, 109% YoY revenue growth, and a guide that beat the Street by 8%. Company breakdown and Q4 earnings analysis. ## [Licensed Dispensaries, Pay with Crypto (Sponsored)](https://crawlproof.com/a/9dcL95VxsKrK) _2026-08-11 · **Sponsored**_ Search verified licensed dispensaries and pay with Bitcoin, Lightning, or stablecoins. ## [The AI Trade Landscape](https://zastocks.com/p/the-ai-trade-landscape) _2026-08-11 · Za · Za's Market Terminal_ Memory, optics, photonics, compute. Where do these groups stand today? Have they topped? ## [$LPTH CEO Interview: This China Free Optics Stock Supplying Anduril Grew Revenue 109%](https://asymmetricalbets.substack.com/p/lpth-ceo-interview-this-china-free) _2026-08-11 · Asymmetrical Bets · Asymmetrical Bets_ Michael Sikand sits down with Sam Rubin, CEO of LightPath Technologies ($LPTH) ## [Nvidia Scores $500 Billion in Financing for Its Customers. That's A Lot.](https://taekim.substack.com/p/nvidia-scores-500-billion-in-financing) _2026-08-11 · Tae Kim · Key Context by Tae Kim_ Six titans of finance will raise money from their clients to support Nvidia's customers. ## [Forget What Congress Is Buying. Watch What Washington Is Buying.](https://nicholasvardy.substack.com/p/forget-what-congress-is-buying-watch) _2026-08-10 · The Global Guru · The Global Guru_ There is an entire cottage industry devoted to tracking the stock trades of politicians. ## [The Market is Transitioning to AI Economics](https://suijeneris.substack.com/p/the-market-is-transitioning-to-ai) _2026-08-10 · Best of X, Macro, & Flows Analysis & Forecasts_ Companies who prove they can capture revenue growth from the intelligence explosion will be highly rewarded. ## [Washington Wants to Onshore the AI Data Center Supply Chain.](https://theinvestorchannel.substack.com/p/washington-wants-to-ban-60-of-the) _2026-08-09 · John McHugh · Equity Empire_ The FCC is drafting a ban on Chinese optical transceivers. The policy logic makes sense. The manufacturing math doesn't add up … yet. ## [Weekly Market Report 8/9/2026](https://zastocks.com/p/weekly-market-report-892026) _2026-08-09 · Za · Za's Market Terminal_ Big AI opportunity, another SpaceX esque trade, software and the leaders, my portfolio, favorite charts, and more. ## [$AAOI Just Reported. Is The Thesis Intact?](https://asymmetricalbets.substack.com/p/aaoi-earnings-preview-will-they-be) _2026-08-07 · Asymmetrical Bets · Asymmetrical Bets_ Management beat on EPS, hit on revenue, and told the world they make the best laser on the planet. We break down the call. ## [The Next Big Trade](https://zastocks.com/p/the-next-big-trade) _2026-08-06 · Za · Za's Market Terminal_ Could this be the next memory? My positioning, stocks in this theme, and more. ## [VIAV Q4 Breakdown: Five Straight Beats And A Monster Guide.](https://asymmetricalbets.substack.com/p/viav-q4-breakdown-five-straight-beats) _2026-08-06 · Asymmetrical Bets_ Management has now beaten their own guidance five quarters in a row. The Q1 FY2027 guide blew past consensus by 50%. We break down the call. ## [Point a Domain, Start a Pit (Sponsored)](https://crawlproof.com/a/5HF5n41gtQFZ) _2026-08-06 · **Sponsored**_ Point any domain to a blacked-out, poison-green coming-soon page with an email waitlist. ## [SpaceX Insiders DUMP Shares. BUY SIGNAL!](https://joshbelanger.substack.com/p/spacex-insiders-dump-shares-buy-signal) _2026-08-06 · Josh Belanger · Belanger Trading_ Up to 911.5 million insider shares come free tomorrow morning. The day that matters is not on the calendar yet. ## [The New Rules of Bubble Investing](https://nicholasvardy.substack.com/p/the-new-rules-of-bubble-investing) _2026-08-05 · The Global Guru · The Global Guru_ The Age of the Mini-Bubble ## [$FLNC: Could A Hyperscaler Deal Send The Stock Flying Today?](https://asymmetricalbets.substack.com/p/flnc-could-a-hyperscaler-deal-send) _2026-08-05 · Asymmetrical Bets · Asymmetrical Bets_ They signed the MSAs in May. The order was supposed to land by June 30. Today we find out. ## [The AI Trade Everyone Owns Just BLEW UP.](https://joshbelanger.substack.com/p/the-ai-trade-everyone-owns-just-blew) _2026-08-05 · Josh Belanger · Belanger Trading_ The two names that carried energy yesterday were sold today. Neither one is in the fund with 'Energy' on the label. ## [AMD Earnings and SpaceX Call Takeaways](https://taekim.substack.com/p/amd-earnings-and-spacex-call-takeaways) _2026-08-05 · Tae Kim · Key Context by Tae Kim_ More evidence that the AI trade is booming. ## [A template of a localisation scheme for smart meters](https://urbanomics.substack.com/p/a-template-of-a-localisation-scheme) _2026-08-05 · Urbanomics · Urbanomics_ I have blogged here and here outlining an industrial policy to promote domestic innovation in electronic products. ## [It Happened.](https://zastocks.com/p/it-happened) _2026-08-04 · Za · Za's Market Terminal_ My new positions, the AI trade, a big opportunity brewing, leaders, the overall market, and more. ## [VIAVI ER Preview: The Testing Toll Booth](https://asymmetricalbets.substack.com/p/viavi-er-preview-the-testing-toll) _2026-08-04 · Asymmetrical Bets · Asymmetrical Bets_ Management has cleared the top of their own guidance four quarters in a row. Wednesday we find out if FY2027 confirms a multi-year AI test cycle. ## [What Most Investors Still Get Wrong About Pump.fun](https://lessnoisemoresignal.substack.com/p/what-most-investors-still-get-wrong) _2026-08-04 · Less Noise More Signal - market insights_ Pump.fun is a joke? If you think this, you may be missing the real story: a new kind of social network where attention becomes tradable, and volatility itself becomes the product. ## [FAKE PEACE, REAL MINES. Today's Rally A Trap?](https://joshbelanger.substack.com/p/fake-peace-real-mines-todays-rally) _2026-08-04 · Josh Belanger · Belanger Trading_ Day 156 of the closure, and the last count through was ten ships. Wall Street bought something Monday. It wasn't peace. ## [$AAOI Reports This Week. Here's What Investors Need To Know.](https://asymmetricalbets.substack.com/p/aaoi-reports-this-week-heres-what) _2026-08-03 · Asymmetrical Bets · Asymmetrical Bets_ Management has spent a year confirming that customers want more than AOI can build. So this earnings call centers on three things: the Q3 guide, the 800G ramp, and whether the profits show up. ## [The Difference Between Being Right and Staying Alive](https://nicholasvardy.substack.com/p/title) _2026-08-03 · The Global Guru · The Global Guru_ In September 1998, the smartest men on Wall Street ran out of money. ## [AI Earnings We're Watching This Week](https://asymmetricalbets.substack.com/p/ai-earnings-were-watching-this-week) _2026-08-03 · Asymmetrical Bets · Asymmetrical Bets_ Seven reports across memory, optics, and power. Can the AI trade bounce back after a sentiment collapse? ## [Emergency post: A personal note to all Bitcoiners](https://lessnoisemoresignal.substack.com/p/emergency-post-a-personal-note-to) _2026-08-03 · Less Noise More Signal - market insights_ In this article, we summarize our thoughts on the current Coldcard situation, how you can see whether you are affected, what to do about it and how to think about BTC self-custody going forward. ## [Will Bitcoin Benefit from the coming AI Rotation?](https://lessnoisemoresignal.substack.com/p/will-bitcoin-benefit-from-the-coming) _2026-08-03 · Less Noise More Signal - market insights_ In this next edition for the "No More Information Overload" report we take a look at how Bitcoin miners have pivoted to AI and whether a rotation of capital back to BTC is already underway. ## [Some thoughts on private equity in infrastructure](https://urbanomics.substack.com/p/some-thoughts-on-private-equity-in) _2026-08-03 · Urbanomics · Urbanomics_ I have written about the problems with private equity (PE) investments in infrastructure. ## [Apple's Record Quarter Just Made It DEAD MONEY.](https://joshbelanger.substack.com/p/apples-record-quarter-just-made-it) _2026-08-02 · Josh Belanger · Belanger Trading_ Not a crash. Worse. The bill gets bigger from here, and Apple doesn't get to set the price. ## ["Black July" Is Over. Is The AI Trade Too?](https://asymmetricalbets.substack.com/p/black-july-is-over-is-the-ai-trade) _2026-08-02 · Asymmetrical Bets · Asymmetrical Bets_ The worst month for semiconductors in modern history just happened amid record earnings. We comped it to every tech crash since 2000 to analyze it. ## [Weekly Market Report 8/2/26](https://zastocks.com/p/weekly-market-report-8226) _2026-08-02 · Za · Za's Market Terminal_ A rare trade opportunity, the "chosen" AI stocks, my favorite group outside of AI, my portfolio, favorite charts, and more. ## [Policy Change](https://taekim.substack.com/p/policy-change) _2026-08-01 · Tae Kim · Key Context by Tae Kim_ I believe these disclosures will be useful to readers as a measure of conviction.