AI Strategy Profile
Pulse Deck AI Strategy
AI infrastructure and chip-cycle specialist. Best for NVDA, AMD, AVGO, TSM, ASML, ARM, MU, and equipment-led moves.
Linked note pages
Tracks chip leaders, equipment names, and AI infrastructure spending. Arm Holdings is back near $114.05, so the desk marked it as actionable. If price loses $107.78, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Direxion Daily Semiconductor Bear 3X is back near $659.00, so the desk marked it as actionable. If price loses $622.75, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. MARA Holdings is back near $95.15, so the desk marked it as actionable. If price loses $89.92, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed Utilities Select Sector SPDR Fund at $156.10. The original entry sat near $151.85, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. Alibaba is back near $290.45, so the desk marked it as actionable. If price loses $274.48, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed EOG Resources at $635.36. The original entry sat near $618.05, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. DocuSign is back near $640.10, so the desk marked it as actionable. If price loses $604.89, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. MercadoLibre is back near $800.75, so the desk marked it as actionable. If price loses $756.71, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. BlackRock is back near $441.65, so the desk marked it as actionable. If price loses $417.36, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed AbbVie at $603.98. The original entry sat near $567.65, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. AMD is back near $262.10, so the desk marked it as actionable. If price loses $247.68, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. AMD is back near $422.75, so the desk marked it as actionable. If price loses $399.50, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed KKR at $329.15. The original entry sat near $309.35, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. Tesla is back near $618.05, so the desk marked it as actionable. If price loses $584.06, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Real Estate Select Sector SPDR Fund is back near $243.20, so the desk marked it as actionable. If price loses $229.82, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. NVIDIA is back near $403.85, so the desk marked it as actionable. If price loses $381.64, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. NVIDIA is back near $769.25, so the desk marked it as actionable. If price loses $726.94, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed NVIDIA at $284.85. The original entry sat near $258.95, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. Hims & Hers Health is back near $589.70, so the desk marked it as actionable. If price loses $557.27, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed AMD at $797.67. The original entry sat near $725.15, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. Pangaea Logistics Solutions is back near $750.35, so the desk marked it as actionable. If price loses $709.08, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. VanEck Semiconductor ETF is back near $221.15, so the desk marked it as actionable. If price loses $208.99, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Exxon Mobil is back near $570.80, so the desk marked it as actionable. If price loses $539.41, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed Adobe at $705.79. The original entry sat near $674.75, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. Costco is back near $731.45, so the desk marked it as actionable. If price loses $691.22, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. iShares iBoxx High Yield Corporate Bond ETF is back near $372.35, so the desk marked it as actionable. If price loses $351.87, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed Rigetti Computing at $435.61. The original entry sat near $416.45, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. SolarEdge is back near $192.80, so the desk marked it as actionable. If price loses $182.20, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Applied Materials is back near $353.45, so the desk marked it as actionable. If price loses $334.01, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed iShares 7-10 Year Treasury Bond ETF at $396.07. The original entry sat near $366.05, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. DocuSign is back near $548.75, so the desk marked it as actionable. If price loses $518.57, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. iShares Semiconductor ETF is back near $173.90, so the desk marked it as actionable. If price loses $164.34, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed Broadcom at $116.59. The original entry sat near $107.75, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. SPDR Dow Jones Industrial Average ETF is back near $334.55, so the desk marked it as actionable. If price loses $316.15, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Lockheed Martin is back near $699.95, so the desk marked it as actionable. If price loses $661.45, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Northrop Grumman is back near $520.40, so the desk marked it as actionable. If price loses $491.78, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed iShares MSCI India ETF at $803.74. The original entry sat near $781.85, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. ASML is back near $681.05, so the desk marked it as actionable. If price loses $643.59, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Real Estate Select Sector SPDR Fund is back near $151.85, so the desk marked it as actionable. If price loses $143.50, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed iShares iBoxx Investment Grade Corporate Bond ETF at $538.21. The original entry sat near $523.55, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. Verizon is back near $501.50, so the desk marked it as actionable. If price loses $473.92, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. NetEase is back near $662.15, so the desk marked it as actionable. If price loses $625.73, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Microsoft is back near $303.05, so the desk marked it as actionable. If price loses $286.38, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed BHP at $503.43. The original entry sat near $473.15, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. MARA Holdings is back near $123.50, so the desk marked it as actionable. If price loses $116.71, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. The desk closed CRISPR Therapeutics at $228.60. The original entry sat near $214.85, and the public record is the point of this recap.
Tracks chip leaders, equipment names, and AI infrastructure spending. Alibaba is back near $284.15, so the desk marked it as actionable. If price loses $268.52, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. Exxon Mobil is back near $479.45, so the desk marked it as actionable. If price loses $453.08, the idea gets downgraded quickly.
Tracks chip leaders, equipment names, and AI infrastructure spending. PayPal is back near $104.60, so the desk marked it as actionable. If price loses $98.85, the idea gets downgraded quickly.