Azarudeen Mohamed Ali
Azarudeen Mohamed Ali @Azarudeen17

Performance
All

-0.37%2026
2026
15.60%2025
2025
43.93%2024
2024
29.14%2023
2023
-2.90%2022
2022
43.9%0%-43.9%
Discussions
Azarudeen Mohamed Ali
United Arab Emirates
5d
It's official. Too many people are building AI chips: Elon Musk announced that the company's AI chip design team completed the development of its AI5 autonomous driving chip, reaching the final design milestone before a chip goes to a foundry for manufacturing. The chip will be fabricated at... Show More
Azarudeen Mohamed Ali
United Arab Emirates
7d
SanDisk's massive bull run earns a place in the Nasdaq 100: SanDisk has surged 250% year-to-date, driven by AI data storage demand. It rose another 12% on Monday after news of its inclusion in the Nasdaq-100 effective April 20. At a market cap approaching $140 billion, the stock has gone from a... Show More
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SNDK
Sandisk Corp/DE
912.67
-7.97 (-0.87%)
Azarudeen Mohamed Ali
United Arab Emirates
11d
Meta's war mode, and its first AI model in a year: Meta has spent the last year buying its way into the AI agent race, acquiring Manus for over $2 billion and investing $14.3 billion in Scale AI. Now it has launched a proprietary model called Muse Spark, closing the door on the open-source playbook... Show More
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META
Meta Platforms Inc
674.40
3.49 (0.52%)
Azarudeen Mohamed Ali
United Arab Emirates
14d
📈 Anthropic has a demand problem, there's too much: Anthropic just announced it will access multiple gigawatts of next-generation tensor processing unit (TPU) capacity starting in 2027, through a new long-term deal with Google and Broadcom. The company's run-rate revenue has crossed $30 billion,... Show More
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NVDA
NVIDIA Corporation
201.79
-0.27 (-0.13%)
Azarudeen Mohamed Ali
United Arab Emirates
28d
Nvidia's biggest hurdle is TSMC's capacity: Nvidia dominates AI chips. Jensen Huang has $1 trillion in GPU orders through 2027. The company's stock trades at a forward P/E that implies continued dominance for years. And yet Nvidia may have to redesign its next-generation chip because there... Show More
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NVDA
NVIDIA Corporation
201.79
-0.27 (-0.13%)
Azarudeen Mohamed Ali
United Arab Emirates
1mo
Zuckerberg pulls the plug on Metaverse: Meta is killing the metaverse, the concept it is named after. It's pulling down Horizon Worlds from the Quest store, with a shutdown date of June 15, and issued a statement describing the move as giving each platform "greater focus". That last part... Show More
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META
Meta Platforms Inc
674.40
3.49 (0.52%)
Azarudeen Mohamed Ali
United Arab Emirates
1mo
East or West, Nvidia chips are the best: The US has spent three years trying to cut Chinese AI companies off from advanced chips. ByteDance just found a way around it, through Malaysia. According to a Wall Street Journal report published Thursday, ByteDance is assembling roughly 36,000 Nvidia Blackwell... Show More
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NVDA
NVIDIA Corporation
201.79
-0.27 (-0.13%)
Azarudeen Mohamed Ali
United Arab Emirates
1mo
The list of circular AI deals gets another entry: Nvidia invested $2 billion into Nebius, a company that used to be called Yandex (the Google of Russia). Nebius listed on Nasdaq in 2024 as an AI infrastructure company, operating as a neocloud: a data center business built specifically for AI workloads,... Show More
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NVDA
NVIDIA Corporation
201.79
-0.27 (-0.13%)
Azarudeen Mohamed Ali
United Arab Emirates
2m
China's 5-year AI plan: China released its five-year plan on March 5th at the opening of National People's Congress, a 141-page technology-forward plan. This plan's centerpiece is an "AI+ action plan" that mandates embedding AI across manufacturing, logistics, healthcare, and education.... Show More
Azarudeen Mohamed Ali
United Arab Emirates
2m
NVIDIA does it again? NVIDIA beat expectations on earnings for Q4 and provided guidance higher than market estimates for the next quarter… again. Revenue was $68.13 billion, topping analyst expectations of $66 billion, and EPS stood at $1.62 per share, above the $1.53 forecast. Data center revenue,... Show More
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NVDA
NVIDIA Corporation
201.79
-0.27 (-0.13%)

About Azarudeen Mohamed Ali
United Arab Emirates
Strategy: Growth

A growth-oriented investor utilizing a rules-based strategy to achieve a 25% CAGR
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127 Copiers
3.6K Followers

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