What Fuels Cisco's Quiet AI Domination?Cisco Systems, a long-standing titan in networking infrastructure, is experiencing a significant resurgence, largely driven by a pragmatic and highly effective approach to artificial intelligence. Unlike many enterprises chasing broad AI initiatives, Cisco focuses on solving "boring" yet critical customer experience problems. This strategy yields tangible benefits, including substantial reductions in support cases and significant time savings for customer success teams, ultimately freeing resources to address more complex challenges and enhance sales processes. This practical application of AI, coupled with a focus on resiliency, simplicity through unified interfaces, and personalized customer journeys, underpins Cisco's strengthening market position.
The company's strategic evolution also involves a nuanced embrace of Agentic AI, viewing it not as a replacement for human intellect but as a powerful augmentation. This shift from AI as a mere "tool" to a "teammate" enables proactive problem detection and resolution, often before customers even recognize an issue. Beyond internal efficiencies, Cisco's growth is further fueled by shrewd strategic investments and acquisitions, such as the integration of Isovalent's eBPF technology. This acquisition has rapidly enhanced Cisco's offerings in cloud-native networking, security, and load balancing, demonstrating its agility and commitment to staying at the forefront of technological innovation.
Cisco's robust financial performance and strategic partnerships, particularly with AI leaders like Nvidia and Microsoft, underscore its market momentum. The company reports impressive growth in product revenues, especially in its Security and Observability segments, signaling a successful transition toward a more predictable, software-driven revenue model. This strong performance, combined with a clear vision for AI-driven customer experience and strategic collaborations, positions Cisco as a formidable force in the evolving technology landscape. The company's disciplined approach offers valuable lessons for any organization seeking to harness the transformative power of AI effectively.
Technology
Is Digital LiDAR the Eye of Autonomy's Future?Ouster, Inc. (NYSE: OUST), a key player in the small-cap technology landscape, recently experienced a significant boost in its share price following a crucial endorsement from the United States Department of Defense (DoD). This approval of Ouster's OS1 digital LiDAR sensor for unmanned aerial systems (UAS) validates the company's technology. It highlights the growing importance of advanced 3D vision solutions in both defense and commercial sectors. Ouster positions itself as a foundational enabler of autonomy, with its digital LiDAR distinguishing itself through enhanced affordability, reliability, and resolution compared to traditional analog systems.
The DoD's inclusion of the OS1 sensor within its Blue UAS Framework represents a strategic victory for Ouster. This rigorous vetting process ensures supply chain integrity and operational suitability, making the OS1 the first high-resolution 3D LiDAR sensor to receive such an endorsement. This approval significantly streamlines procurement for various DoD entities, promising expanded adoption beyond Ouster's existing defense engagements. The OS1's superior performance in weight, power efficiency, and rugged conditions further underscores its value in demanding applications.
Looking ahead, Ouster actively develops its next-generation Digital Flash (DF) Series, a solid-state LiDAR solution poised to revolutionize automotive and industrial applications. By eliminating moving parts, the DF series promises enhanced reliability, longevity, and cost-efficient mass production, addressing critical needs for autonomous driving and advanced driver-assistance systems (ADAS). This forward-looking innovation, combined with the recent DoD validation, firmly establishes Ouster as a pivotal innovator in the rapidly evolving landscape of autonomous technologies, driving its ambition to capture a substantial share of the $70 billion total addressable market for 3D vision.
Why QuickLogic? Unpacking its Semiconductor Surge.QuickLogic Corporation, a vital developer of embedded FPGA (eFPGA) technology, currently navigates a rapidly evolving semiconductor landscape marked by intense technological innovation and shifting geopolitical priorities. Its recent inclusion in the Intel Foundry Chiplet Alliance signals a pivotal moment, affirming QuickLogic's expanding influence in both defense and high-volume commercial markets. This strategic collaboration, combined with QuickLogic’s advanced technological offerings, positions the company for significant growth as global requirements for secure and adaptable silicon intensify.
Critical geopolitical imperatives and a profound shift in semiconductor technology fundamentally drive the company's ascent. Nations are increasingly prioritizing robust, secure, and domestically sourced semiconductor supply chains, particularly for sensitive aerospace, defense, and government applications. Intel Foundry's efforts, including the Chiplet Alliance, directly support these strategic demands by cultivating a secure, standards-based ecosystem within the U.S. QuickLogic’s alignment with this initiative enhances its status as a trusted domestic supplier, expanding its reach within markets that value security and reliability above all else.
Technologically, the industry's embrace of chiplet-based architectures plays directly into QuickLogic’s strengths. As traditional monolithic scaling faces mounting challenges, the modular chiplet approach gains traction, allowing for the integration of separately manufactured functional blocks. QuickLogic's eFPGA technology provides configurable logic, perfectly suited for seamless integration within these multi-chip packages. Its proprietary Australis™ IP Generator rapidly develops eFPGA Hard IP for advanced nodes like Intel’s 18A, optimizing power, performance, and area. Beyond defense, QuickLogic's eFPGA integrates into platforms like Faraday Technology's FlashKit™-22RRAM SoC, offering unparalleled flexibility for IoT and edge AI applications by enabling post-silicon hardware customization and extending product lifecycles.
Membership in the Intel Foundry Chiplet Alliance offers QuickLogic tangible advantages, including early access to Intel Foundry's advanced processes and packaging, reduced prototyping costs through multi-project-wafer shuttles, and participation in defining interoperable standards via the UCIe standard. This strategic positioning solidifies QuickLogic’s competitive edge in the advanced semiconductor manufacturing landscape. Its consistent innovation and robust strategic alliances underscore the company’s strong future trajectory in a world hungry for adaptable and secure silicon solutions.
TSLA: Uptrend channel bounce, trading between 50 and 200-day SMAHey guys/gals!
So we all know that Tesla took a massive drop last week. It fell about 14%, and was down even 3% after hours at one point. I think we can all agree this crash wasn't technicals driven - it was clearly headline impacted. This was a clear black swan even t, and even in my case, nothing like this has ever happened to me as a trader. It was unforeseeable, forced me to hedge overnight and I'm still having nightmares (lol). Definitely one to remember as I don't think something like this would happen with any other stock. Tesla is truly unique in this sense.
But looking at the bigger picture, the bounce that we experienced on Friday must've been technicals driven, and psychologically influenced, as I am almost certain that the crash was a massive overreaction. People woke up the next day and thought this was severely discounted over a couple social media tweets (I won't go into the politics of things).
As you see on the chart, Tesla may in a new upward channel. At first I figured this may be a bear flag, however due to the upcoming catalyst like the Robotaxi launch - this would likely only be a bear flag if prices crashes below the lower support trend line.
As long as price is within the channel, I'd say things are holding up. We'd likely see a jump towards the upper side of the channel - however it's important to note that $300 and £360 are major resistance points. Robotaxi launch and any future tweets will definitely move price, and I think those will be a factor in determining whether price goes up or crashes below the trend line.
Another thing to point out is that price is currently trading between the 50-day and 200-day moving averages. The 50-day SMA is acting as vital support, whereas the 200-day SMA is the resistance. If there is a break above the 200-day SMA, price will likely go higher. The opposite may happen if price crashes below the 50-day SMA.
Either way, headlines and technicals mentioned above will continue to influence price.
Note: not financial advice.
SOXL 1D — With a base like this, the ride’s worth itOn the daily chart of SOXL, since early March, a textbook inverse head and shoulders pattern has formed and is now in its activation phase. The left shoulder sits at $16.67, the head at $7.21, and the right shoulder at $15.11. The symmetry is classic, with volume stabilization and a narrowing range — all the elements are in place.
The key moment was the breakout through the descending daily trendline around $19.00. Price didn’t just pierce the level — it held above it, signaling a phase shift. There was an attempt to break through the 0.5 Fibonacci level at $19.60, which led to a pullback — not on heavy selling, but on decreasing volume. This wasn’t a rejection, it was a pause.
This pullback serves as a retest of the breakout zone and the 20-day moving average. The overall structure remains bullish: price stays above all key EMAs and MAs, RSI climbs past 60, and the candlestick structure is stable. Volume rises during up moves and fades during pullbacks — classic signs of reaccumulation.
The measured target from the pattern is $32.00, calculated from the head-to-neckline height projected from the breakout point. As long as price holds above $18.40, the setup remains intact. A break above $19.60 with confirmation would open the door to acceleration.
This isn’t a momentum play — it’s a setup months in the making. The structure is there, the confirmation is there, and most importantly — the price behavior makes sense. With a base like this, the ride ahead looks worth taking.
TSLA: Continues to form a Cup and Handle reversal patternHey folks,
Just a quick analysis of NASDAQ:TSLA on the daily chart. Compared to my last analysis, price has fallen a bit since, as a new flag (handle) continues to form following a cup pattern.
- Cup and Handle pattern forming. The handle would also count as a bull flag. This is known as
a cup and handle reversal pattern, after a downtrend. So yes, it is possible for a stock to
reverse its trend through the formation of a cup and handle reversal pattern (as you can see
in the chart).
- Major resistance at $366 which marks the peak of the flag (handle) pattern. This would have
to be broken in order for the cup and handle to be valid.
- Volume has also been decreasing during the formation of this pattern: this is typical amongst
Cup and Handle patterns, and generally a positive sign.
Note: Not financial advice.
Is C3.ai the Quiet Giant of Enterprise AI?C3.ai (AI), an enterprise artificial intelligence software provider, has operated somewhat under the radar despite its foundational role in delivering advanced AI solutions to large organizations. While the broader AI market has seen significant attention on hardware innovators, C3.ai has steadily scaled its platform usage and secured marquee contracts. The company's core strength lies in its sophisticated, patented C3 Agentic AI platform, developed through a multi-billion-dollar investment, which effectively tackles critical business challenges such as AI hallucinations, data security, and multi-format data integration.
A pivotal development underscoring C3.ai's growing influence is the expanded contract with the U.S. Air Force Rapid Sustainment Office (RSO). This agreement significantly increased its ceiling to $450 million through 2029, supporting the widespread deployment of C3.ai's PANDA predictive maintenance platform across the Air Force fleet. This substantial commitment not only provides a robust, long-term revenue stream but also serves as a powerful validation of C3.ai's technology at an unprecedented scale, potentially representing the largest production AI deployment within the U.S. Department of Defense.
Financially, C3.ai demonstrates compelling momentum. The company recently reported record Q4 earnings, with revenue reaching $108.7 million, a 26% year-over-year increase, driven by strong growth in both subscription and engineering services. Strategic alliances with industry giants like Baker Hughes, Microsoft Azure, and Amazon Web Services continue to accelerate new deal flow and expand market access, shortening sales cycles and enhancing overall reach. While profitability remains a near-term focus, C3.ai's solid liquidity and projected revenue growth of 15%-25% for fiscal 2026, coupled with an average analyst price target suggesting significant upside, position it for a compelling ascent in the enterprise AI landscape.
META : Old Peak can be TestedMeta platform has lost altitude from the channel it has formed since 2023, but has gained momentum and re-entered the channel. The possibility of testing the old peak contains a good RR rate.Of course, with a stop-loss close to the 200-period moving average.( Risk/Reward Ratio : 2.48)
Stop-Loss: 605.47
Target : 740.10
NVIDIA 1D — When “Head & Shoulders” Aren’t Just for the GymOn the daily chart, NVDA has broken out of the descending channel and reclaimed the 50-day moving average (MA50), triggering a classic inverted head and shoulders formation. Price is now holding above the key $113–$114.50 zone, confirming a structural shift. As volume picks up, buyers are eyeing the next levels of resistance.
Near-term upside targets: – $119.80 (0.5 Fibonacci) – $127.62 (0.382) – $137.28 (0.236) — primary resistance zone – Extended target — $152.91 (1.0 Fibonacci projection)
Technical setup: — Breakout from channel + above MA50
— Inverted head and shoulders pattern completed
— $114.50–$118.00 now acts as buyer support
— EMA and MA convergence supports trend reversal
— Increasing volume on rallies supports bullish momentum
Fundamentals: NVIDIA remains the AI and semiconductor sector leader. Growing demand for high-performance GPUs in AI and data centers positions NVDA as a core tech play. Expectations of strong earnings and continued institutional accumulation support the bullish narrative.
The confirmed breakout and inverted H&S setup mark a clear structural reversal. As long as price stays above $114.50, the path toward $127–$137 remains the primary target zone, with $152.91 in sight if momentum continues.
What Fuels Microsoft's Unstoppable Rise?Microsoft Corporation consistently demonstrates its market leadership, evidenced by its substantial valuation and strategic maneuvers in the artificial intelligence sector. The company's proactive approach to AI, particularly through its Azure cloud platform, positions it as a central hub for innovation. Azure now hosts a diverse array of leading AI models, including xAI’s Grok, alongside offerings from OpenAI and other industry players. This inclusive strategy, driven by CEO Satya Nadella's vision, aims to establish Azure as the definitive platform for emerging AI technologies, offering robust Service Level Agreements and direct billing for hosted models.
Microsoft's AI integration extends deeply into its product ecosystem, significantly enhancing enterprise productivity and developer capabilities. GitHub's new AI coding agent streamlines software development by automating routine tasks, allowing programmers to focus on complex challenges. Furthermore, Microsoft Dataverse is evolving into a powerful, secure platform for AI agents, leveraging features like prompt columns and the Model Context Protocol (MCP) server to transform structured data into dynamic, queryable knowledge. The seamless integration of Dynamics 365 data within Microsoft 365 Copilot further unifies business intelligence, enabling users to access comprehensive insights without switching contexts.
Beyond its core software offerings, Microsoft's Azure cloud provides critical infrastructure for transformative projects in highly regulated sectors. The UK's Met Office, for instance, successfully transitioned its supercomputing operations to Azure, improving weather forecasting accuracy and advancing climate research. Similarly, Finnish startup Gosta Labs utilizes Azure's secure and compliant environment to develop AI solutions that automate patient record-keeping, significantly reducing administrative burdens in healthcare. These strategic partnerships and technological advancements underscore Microsoft's foundational role in driving innovation across diverse industries, cementing its position as a dominant force in the global technology landscape.
DELL looks good for pump dailyI'm watching DELL for a breakout of the trendline and a cross above the 100 MA — targeting a move toward 108.22, followed by a retest of the breakout and further upside targets at 123.31 and 147.74.
Fundamentally, the company looks strong, and the next earnings report is expected on May 29.
If you like the analysis, hit that rocket 🚀
Axon's Ascent: More Than Meets the Eye?Axon Enterprise, a leader in public safety technology, anticipates a robust first quarter for 2025, with analysts projecting significant increases in revenue and earnings per share. This optimistic outlook builds upon the company's consistent track record of exceeding market expectations in previous quarters. Driving this performance are strong fundamentals, including sustained demand for core TASER products and cartridges, alongside substantial growth in the Software & Sensors division, fueled by expanding user networks, increased adoption of cloud services, and the successful launch of new hardware like the Axon Body 4 camera.
The company actively pursues strategic expansion, entering into key partnerships with entities such as Skydio for drone technology and Ring for community safety integrations. Recent acquisitions, including Dedrone for airspace security, further bolster Axon's comprehensive ecosystem, which is designed to enhance real-time public safety operations. These collaborations and acquisitions, coupled with the introduction of advanced AI-powered tools like Axon Assistant and Draft One, demonstrate Axon's commitment to innovation and its ability to capture new market opportunities, positioning it as a forward-thinking player in the sector.
Investor confidence remains high, evidenced by significant holdings from institutional investors and predominantly positive ratings from Wall Street analysts. This financial backing reflects belief in Axon's growth strategy and its improving profitability profile. While some fringe discussions have attempted to link Axon's trajectory to unrelated societal issues, the company's growth is demonstrably rooted in technological advancement, strategic business development, and meeting the evolving demands of public safety agencies globally. Axon's focus on responsible innovation and building integrated solutions underscores its genuine business drivers.
Is Europe's Decline Grounding Airbus's Ascent?Europe's economic situation presents a complex picture of modest growth juxtaposed with significant challenges, creating uncertainty for major players like Airbus. In 2024, the European Union's GDP growth was projected to be below 1%, with only a slight acceleration anticipated for 2025. This sluggish economic expansion, when coupled with persistent inflation and ongoing geopolitical tensions, lays an unstable foundation for sustained economic prosperity.
The cohesion of the European Union itself is increasingly in question, influenced by the rise of nationalist sentiments and the potential for increased trade protectionism. The EU faces structural challenges, including economic disparities, political divisions, and growing Euroscepticism, which could precipitate its disintegration. Should this occur, individual countries would be forced to navigate complex economic and geopolitical landscapes independently, generating significant implications for multinational corporations like Airbus.
Concurrently, Airbus is navigating a highly competitive environment, most notably with its enduring rivalry with Boeing, which is actively seeking to overcome its recent operational and reputational hurdles. While Airbus has recently secured a larger market share, Boeing's inherent resilience, combined with the potential entry of new competitors, may challenge Airbus's current market dominance.
To sustain its competitive edge, Airbus must not only effectively manage the economic uncertainties and potential fragmentation within Europe but also maintain its commitment to technological innovation and efficient production. The company's ability to nimbly adapt to these multifaceted challenges will be crucial in determining its long-term success and continued leadership in the global aerospace industry.
QQQ - Your guess is as good as mineMarkets are all over the place. I know ground breaking info. I don't think there is any clear answer to what is next.
Even if Trump does reduce tariffs on China, they are still going to be some of the highest in recent history. However, it looks like Trump has flinched and China has the upper hand. That is just likely going to make Trump more erratic since his policies are emotional/ego driven and not strategic.
Overall, there are likely some short-term gains to be have as the market likes to always push up when not in an panic sell. For now, the worst of the news is over and the low from the other week is likely going to be the bottom for the near future. I expect stock to continue this up and down until the tariffs work there way through the system and we see the true effect on the economy.
We punched above the 20 day SMA yesterday and will likely test it for support today and tomorrow. If it holds, I wouldn't be surprised to see prices test the 200 day. Hard to know what crazy stuff Trump will do over the weekend, so we will have to see. Good luck and enjoy the ride.
TSLA Weekly Chart Analysis-Bearish Scenario. NFATSLA Weekly Chart Analysis-Bearish Scenario. NFA
-Weekly structure making bearish rising wedge
-This week's candle closed below 200Days SMA and also EMA9/21 cross down on weekly.
-Price rejected from weekly resistance zone(Red iFVG-W rectangle)
- if market continues to drop next week I am expecting Sellside($138ish) as next target
BULLISH RSI DIVERGENCE ON NINTENDO? SWITCH 2 RELEASE DATE BELOW!Nintendo (NTDOY), the Kyoto based home entertainment company known for games like Mario, recently announced the release date of its new video game console: the Nintendo Switch 2. According to Nintendo they hope to have the system released by June 5th 2025 for customers. A bullish divergence has formed on the 1 hour chart. Will this provide investors with a bullish opportunity, or will Trump Tariff's keep this stock's costs from rising?
Disclaimer: Not financial advice.
$AMD position trade idea LONG TERM weekly/monthlyNASDAQ:AMD has been weak for awhile on the weekly chart, but nothing lasts forever. This is a long position trade idea I have for myself, with the thesis that, long term, NASDAQ:AMD is reaching for $360ish over the next couple of years, based on fib projections from back when the bull market started years ago.
NASDAQ:AMD briefly touched a premium zone months ago (red shaded area), and with the current weakness NASDAQ:AMD has been pulling back and just reached a short term discount zone around $109 (green shaded area). My expectation is that NASDAQ:AMD might drop a bit more into this zone, perhaps sweep under the lows at $93.12, reach a couple of projected targets for the short interest (that I have marked in red and orange lines), and then find support and bounce aggressively from there.
This is all based on a pattern I frequently see where when a chart reaches the premium zone near the end of a move, it often pauses just shy of the target and feigns a reversal, falling back into the short term discount zone, often sweeping a low, and then aggressively pushing for the target that was intended all along. This serves to wash out any short term holders and deny them the full target, while offering good prices to the long term holders to reaccumulate before reaching their target.
Seek professional investment advice elsewhere, this is not trading or investment advice, this is my own observations and how I intend to approach NASDAQ:AMD in this current price area. I will not be blindly buying anything and I always manage my risk in case I'm wrong.
WILL APPLE (AAPL) BREAK SUPPORT ON 1 HOUR CHART? CRASH INCOMING?The California based AAPL is down nearly -18% since March. It appears to be approaching some key support trend lines. Will the support prices hold for this tech giant? Are Trump Tariff's fueling a sell off?
Disclaimer: Not financial advice.
BULLISH RSI DIVERGENCE ON REZOLVE AI (RZLV) 1D CHARTA bullish RSI divergence appeared to gather more strength on the 1 hour chart today. This could possibly signal a bullish up trend. The London based company provides AI solutions for commerce. Rezolve recently closed an acquisition of GroupBy, an ECommerce company, and has recently been featured favorably in articles by Nasdaq and others.
The Collaborative Edge: Pfizer's Innovation Secret? Pfizer's success in the biopharmaceutical industry hinges on its internal capabilities and a strategic embrace of external collaboration. This proactive approach, spanning diverse technological frontiers, fuels innovation across its operations. From partnering with QuantumBasel and D-Wave to optimize production planning using quantum annealing, to collaborating with XtalPi to revolutionize drug discovery through AI-powered crystal structure prediction, Pfizer demonstrates the tangible benefits of cross-industry partnerships. These initiatives showcase a commitment to exploring cutting-edge technologies to enhance efficiency and accelerate the identification of promising drug candidates, ultimately improving patient outcomes and strengthening Pfizer's competitive position.
The article highlights specific examples of Pfizer's collaborative endeavors. The Pfizer Healthcare Hub in Freiburg acts as a catalyst, connecting internal needs with external innovation. The successful proof of technology in production planning using quantum annealing resulted in significant time and resource savings. Furthermore, the partnership with XtalPi has dramatically reduced the timeframe for determining the 3-D structure of potential drug molecules, enabling faster and more efficient drug screening. These collaborations exemplify Pfizer's strategic focus on leveraging specialized expertise and advanced technologies from external partners to overcome complex challenges in the pharmaceutical value chain.
Beyond these specific projects, Pfizer actively engages with the broader quantum computing landscape, recognizing its transformative potential for drug design, clinical studies, and personalized medicine. Collaborations with technology giants like IBM and fellow pharmaceutical companies underscore the industry-wide interest in harnessing the power of quantum computing. While the technology is still in its early stages, Pfizer's proactive participation in this collaborative ecosystem positions it at the forefront of future healthcare breakthroughs. This commitment to synergy, from basic research to market research, underscores a fundamental belief in the power of working together to drive meaningful advancements in the pharmaceutical industry.
TESLA is up 47X vs the SPX. Can it do another 6.9X?An extraordinary unicorn enterprise, or a collection of companies and intellectual properties, led by the most prominent CEO in the history of public companies.
TESLA and ELON are impossible to overlook, and this chart has kept many observers on the sidelines for over 14 years. In the initial 6 to 9 years, Wall Street analysts and commentators failed to grasp the bigger picture, focusing excessively on the balance sheet and evaluating the company merely as an automaker. They completely missed the groundbreaking technologies being developed and advanced.
Today, we stand on the brink of fully autonomous vehicles becoming commonplace, artificial intelligence integrating into our everyday lives, and affordable space exploration becoming a reality, not to mention the myriad of other innovative technologies emerging from this remarkable company.
Individuals often enjoy predicting market peaks and labeling stocks as overvalued.
However, this chart comparing Tesla to the S&P 500 indicates that the stock may be gearing up for another surge to new heights.
Picture 10 million robotaxis cruising through our streets.
Envision a fleet of vehicles that not only generates income but also undergoes upgrade cycles, in contrast to traditional cars that face maintenance cycles, and are bogged down by Human operator's.
This development is poised to significantly transform the self-hailing ride-sharing market and the food delivery sector, potentially eliminating the role of human drivers.
In fact, Uber could very well become Tesla's largest client!