Ren

Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics.. $SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE The reality is there’s so much more to it.. I built a complete map of the AI buildout – at least the one I’ve been trading around for the last year.. I put that map on my Substack… 12 layers deep. Since I’ve seen it circulating on here, I’ll just post it myself. The hard part isn’t knowing the full stack – it’s making sense of it. Why is photonics down today but memory isn’t? Why is CPO so relevant in the AI buildout? Bullish AF on AI infrastructure. Go check out the full article for free on my Substack, and if you’re going to share it – please do, but link back to my article. Here is the link: open.substack.com/pub/rensub… Let’s go find the next 1000% stock ⚡️⚡️

$GOOGL $MSFT $SNDK $AMZN The stock market ladies and gentlemen.

$SNDK Significant beat! DATA CENTER REV UP 61% QoQ Q2 FY27 Guide: + Revenue: $12.2B-$12.6B (Est. $12.18B) 🟡 + Adj. EPS: $55.00-$57.00 (Est. $53.19) 🟢 + Adj. Gross Margin: 84.5%-85.5% (Est. 84.4%) 🟢 + Diluted Shares: ~151M + Revenue: $11.03B (Est. $10.64B) 🟢; +378% YoY, +23% QoQ + Adj. EPS: $49.51 (Est. $46.22) 🟢; +26% QoQ + Adj. Gross Margin: 85.1% (Est. 84.1%) 🟢; +55.2 ppts YoY + Adj. Oper Income: $8.87B (Est. $8.44B) 🟢; +25% QoQ Forward Stock Split: Eight-for-one, effective November 19, 2026

$INTC - Brutal price action after ER. Q4 Guide: + Revenue: $15.0B-$16.0B (Est. $17.1B) ❌ + Non-GAAP EPS: $0.25 (Est. $0.43) ❌ + Non-GAAP GM: 38.0% (Est. 42.4%) ❌ + GAAP EPS: $0.10 + Revenue: $16.5B (Est. $16.5B) ; +21% YoY + Adj. EPS: $0.52 (Est. $0.40) ✅; +126% YoY + GAAP EPS: $0.60 + Non-GAAP GM: 44.1% (Est. 42.1%) ✅; +410 bps YoY + Gross CapEx: $4.2B; -43% YoY

I'm sorry, what?!! Stan Druckenmiller is bringing Hyperliquid to the US, and there's going to be a lot happening in this space. Interesting development for perps.

$GOOGL Is the market ok? Google is back to its March war-scare low, so let’s look at what changed since then: + Quarterly revenue went from $110B to $128B + Google Cloud growth went from 63% to 103%, with Cloud now at $30.7B a quarter + Cloud operating margin is around 36%, and its profit more than tripled in a year + Search queries are growing at the fastest pace in five years + The 2026 capex plan was raised twice, to $195–205B, with more coming in 2027 The business got bigger and more profitable on every line. The stock is back where it started. I’m having a hard time not pouring all my future earnings into this name.

I chuckled... if you've ever worked with Google, you know this is so like them...

$MU $SNDK $SKHY And you are bearish memory? Bruh.

WE FINALLY HAVE A SUBSCRIBERS-ONLY CHAT It's been a long time since I've been this excited about a feature for X subscribers. Now I have a way to talk with you here too, and not just at you in a one-way way. Cool feature @elonmusk

$NBIS $MU $AAOI My Liquid tournament is off to the races! I’m giving away $1,000 across the top 3 spots, plus $100 giveaway to 3 random participants, no matter where they rank. To be eligible for the $100, just sign up on Liquid with my code RENSTOCKS and comment below tagging someone you think would want to join. I’ll pay out the prizes when the tournament ends on Monday, Nov 9. Earnings season and the midterms make for a lot of volatility, so size accordingly and trail your stop losses to keep your losses small and your wins big.

$NBIS Be advised: here’s what tomorrow might look like.

$NBIS $GOOGL This might be the one of the best read for neoclouds that's come out of Google yet… $GOOGL on the call: "Given the supply constraint environment, we started utilizing third party compute capacity at the end of Q3 and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity." Google Cloud just grew 103% to $30.7B, and Google is spending ~$200B on capex this year. It still can't build fast enough, so it's renting compute from outside. Google is telling you it would rather pay someone else's price, and give up some of its own margin, than turn customers away. That's pricing power for whoever owns the capacity, think $NBIS, $CRWV, etc. When one of the companies with the most capex, its own chips and its own cloud has to rent, the shortage is real. That dollar goes to whoever has capacity ready, and right now that's the AI clouds.

$MSFT $NBIS Microsoft delivered the number the AI trade needs to continue onwards. • Azure accelerated to 48% growth, up from 43% last quarter, against a 44–45% guide 
• Azure revenue was $33.2B, the first time Microsoft has disclosed it in dollars 
• Revenue was $92.3B and EPS $4.89, both beats 
• Capex including finance leases was ~$45B, and cash capex alone was $39.4B, double a year ago 
• Commercial backlog stands at $677B, up 73% YoY 
• It has $329B of data center leases signed that haven't even started yet Growth is accelerating at this size while Microsoft is still short of capacity, so every GPU it plugs in gets rented out on day one. Bullish for all the AI trade ⚡️