Ravi Profile picture
Trader | Data Geek | Author Sharing trading insights & market data (Not financial advice). Football fanatic. https://t.co/dMIjDk5OP3
May 25 9 tweets 2 min read
This is one of the most misunderstood chains in tech and AI:

Who makes the chips?
Who builds the machines?
Who powers the servers?
Who supplies the energy?

Let me explain how $NVDA, $TSMC, $ASML, $SMCI, $ANET, $CLS, $VST, $CEG, $OKLO, $CRWV, $NBIS, etc all connect

1/🧵 Image $NVDA is the architect.

They design the world’s most powerful chips like the H100, B100, H200, etc but they don’t manufacture them.

They control the brains of AI. But they need a factory to bring those chips to life…

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May 24 10 tweets 3 min read
Most traders complicate trading.

My approach is simple, repeatable, and revolves around price and volume. It’s built to work in both bull and bear markets and most importantly, I designed it to keep emotions in check.

Let me walk you through my strategy.

1/9 Image My trades rely heavily on moving averages:

9/21 EMA → short-term trend
50/100/200 MA → long-term structure

The 50MA is my backbone.
The 200MA is the line in the sand.

I don’t long stocks below the 200MA, no exceptions.

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