IonQ is mentioned as part of the quantum market recovery, up 9.5%.
Source Post
TSSI Surges Higher As AI Earnings Continue To Surprise Investors...
Aug 3, 2026
The creator discusses TSSI, a small-cap company involved in AI infrastructure configuration and data center services, highlighting its potential for a short-term trade and long-term investment. The thesis is supported by the company's role in integrating AI components, its recent financial growth, and the broader trend of increased data center spending by major tech companies.
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Tickers discussed in this post
QBTS is mentioned as part of the quantum market recovery, up 10% today.
Taiwan Semiconductor is noted as having had a nice recovery and performing well.
Nvidia is mentioned as a general infrastructure play in the AI market, but the creator suggests it may not provide outsized returns compared to smaller, faster-growing companies.
AMD is mentioned as a general infrastructure play in the AI market, but the creator suggests it may not provide outsized returns compared to smaller, faster-growing companies.
Google's increased investment in AI infrastructure is mentioned as a driver for companies like TSSI.
Tesla's increased investment in AI infrastructure is mentioned as a driver for companies like TSSI.
Apple's increased investment in AI infrastructure is mentioned as a driver for companies like TSSI.
Meta's good earnings last week are mentioned as a contributing factor to the positive sentiment in the data center spending market.
Oracle is mentioned as a company whose movements are contributing to the positive sentiment in the data center spending market.
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Tracked calls opened from this post
TSSIbuy opened Aug 3, 2026
-30.22%