# AI infrastructure stocks — X 热门讨论 (2026-09-19 13:23 UTC)
## @dora_bae8 (Dora🐂) · 09-19 11:11 · ♥41 ↻2 💬43 3 global companies I’d love to own a piece of
Not because I think their stocks will automatically go up, but because I find their businesses interesting.
1. $NVIDIA AI is creating massive demand for computing power, and NVIDIA sits right in the middle of that infrastructure.
2. $Apple The combination of hardware, software and its massive ecosystem makes Apple one of the companies I’d genuinely like to have exposure to.
3. $Amazon It’s easy to think of Amazon as just an online store, but its cloud business is a huge part of the company too.
The interesting part?
With tokenized stocks, I don’t necessarily have to think in terms of buying an entire expensive position.
Platforms like @roqqupay, powered by @Ondo Finance, are bringing exposure to global stocks onto digital financial infrastructure. (Ondo Finance)
If you could own a piece of one global company, which one are you picking?
#CreateWithRoqqu @roqqupay https://x.com/dora_bae8/status/2101267946353971270
## @NavenNetwork (Naven Network) · 09-19 08:02 · ♥30 ↻10 💬14 Stocks for AI Agents
Naven Stocks brings the stock market directly to AI agents on @RobinhoodCrypto. Agents can access real-time quotes, price history, company profiles, earnings, financials, and news through a unified, machine-readable interface, giving them the data they need to monitor markets, evaluate opportunities, and build trading strategies autonomously.
Combined with our existing agentic trading infrastructure and growing set of tools, Naven is now one of the most comprehensive infrastructure platforms for AI agents trading on @RobinhoodCrypto.
https://t.co/N4NJIqAFpZ
Give your agent a seat at the market, onchain. https://x.com/NavenNetwork/status/2101220492841730184
## @atoms_res (ATOMS) · 09-19 09:00 · ♥31 ↻4 💬8 💎 12 Early Opportunities
New Waitlists to Join 👇
🔷 Jumper Perps ( @jumperapp )
> Jumper is a multi-chain liquidity aggregator powered by LIFI > LIFI raised $52M > Jumper opened perps waitlist
🔗 https://t.co/9VS2swtswi
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🔷 Nuance Labs ( @nuance_ai )
> Nuance Labs is building real-time AI that can see, hear, speak, and express itself like a human > Raised $50M
🔗 https://t.co/YcHyICGtzZ
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🔷 TypeSafe AI ( @typesafeai )
> TypeSafe AI is building fast, low-cost AI models for app decision-making > Raised: $40M
🔗 https://t.co/yloKJmFolr
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🔷 Fermah ( @fermah_xyz )
> Fermah is affordable and reliable infrastructure for generating ZK proofs > Raised: $5.2M
🔗 https://t.co/vZKd249JWO
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🔷 Raycash ( @raycashxyz )
> Raycash is a stablecoin app for saving, growing, and spending stablecoins with fiat on and off ramps > Powered by @zama
🔗 https://t.co/fP5BxWpYVh
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🔷 Derpetual ( @derpetual )
> Derpetual is a decentralized platform for going long or short on almost any measurable outcome > Backed by @thielfellowship
🔗 https://t.co/DVfwVNClk2
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🔷 Catalyst ( @CatalystMkts_ )
> Catalyst is an onchain platform for perpetual prediction markets on real-world events
🔗 https://t.co/RZLfZjt4lA
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🔷 Gloopy ( @gloopyfinance )
> Gloopy is a non-custodial swap and bridge interface for Robinhood Chain
🔗 https://t.co/p7BFvfONTS
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🔷 Wick ( @wick_xyz )
> Wick is an onchain platform for trading tokenized stocks, options, and indexes on Lighter
🔗 https://t.co/8wME1sEMXY
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🔷 FBYT ( @FBYTio )
> FBYT is a non-custodial platform for onchain trading strategies and investment vaults on Solana > FBYT opened early access to the FBYT Rewards Program
🔗 https://t.co/GW35madghJ
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🔷 Frontier Traders ( @joinfrontier )
> Frontier Traders is a Solana platform for onchain trading and trader rewards
🔗 https://t.co/dOa2iYsrC0
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🔷 EarnList ( @Earnlist )
> Details about the project have not yet been announced > Deadline: Sep 22
🔗 https://t.co/gahihPFE2S
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💙 Don't miss any updates 👇 https://t.co/4c8ls8kFtw https://x.com/atoms_res/status/2101234845200339294
## @saxena_puru (Puru Saxena) · 09-19 13:03 · ♥34 ↻2 💬4 AI stocks are like coiled springs.
Frontier "pacing" is *not* a headwind for AI infrastructure companies. When the market realises this, expect a multi-month rally. https://x.com/saxena_puru/status/2101296022597333099
## @imhiteshmodi (Hitesh Modi) · 09-19 02:59 · ♥31 ↻5 💬1 Need stocks with alpha? 👀
Then, track the weekly 52-week-high scanner 👇👇 https://t.co/RmXKhzIksx
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Moreover, I try to study this scanner list every weekend to find the latest triggers behind these breakouts 👇
This week, 9 businesses are on the list.
I tried to find the latest probable BUSINESS TRIGGER behind these breakouts. 👇👇
Business 1:
1️⃣ TALBROS AUTOMOTIVE COMPONENTS 🚗
What does the business do?
Talbros is an auto-component manufacturer with businesses across gaskets & heat shields, forgings, chassis components, hoses and anti-vibration products. It supplies OEMs including Maruti, Tata Motors, JLR, BMW, Hyundai, Kia, Cummins and JCB. Its exports are already ~25% of revenue.
🔥 So what is driving the 52-week high?
This is not just an auto-cycle story.
There are multiple triggers converging.
1. Earnings have started accelerating
Q1 FY27:
• Revenue ₹242 Cr — +15% YoY • PAT ₹30 Cr — +35% YoY • Gasket revenue ₹164 Cr — +21% • Gasket EBITDA ₹29 Cr — +32% • EBITDA margin 17.6%
The gasket division is becoming particularly important because it grew much faster than the overall company.
2. A large order pipeline is finally moving into production
This is perhaps the most important part.
Talbros and its JVs had announced ₹1,000+ Cr of multi-year orders, to be executed over five years.
These include:
• ~₹250 Cr gasket/heat-shield orders • ~₹500 Cr forging export orders • ~₹90 Cr EV-related chassis orders • ~₹170 Cr hoses & anti-vibration orders
Commercialisation started from FY27.
Management previously explained that several large orders had been delayed, but the delays were now beginning to unwind.
For example:
₹1,000 Cr Stellantis chassis order → ~₹150 Cr annual potential → ~₹100 Cr expected in FY27
A ₹500 Cr forging order from a major European customer is also entering commercialisation.
A European EV order is expected to begin supplying from September.
3. EV is becoming a real business — slowly
EV revenue was:
₹9 Cr → ₹12.5 Cr YoY
EV contribution is now ~3.27% of total revenue.
The company supplies EV-related components to customers including Tata Motors and BMW, while JLR's new EV-related orders are also entering the picture.
Management expects EV contribution to reach ~5% within two years.
So I wouldn't call Talbros an “EV play” yet.
But EV is becoming an incremental growth driver.
4. Data centres — a surprisingly interesting trigger
This is the part I found particularly interesting.
Talbros supplies gaskets used in generator engines through customers such as Cummins and Kirloskar Oil Engines.
The same generator infrastructure is increasingly being used to provide backup power for data centres.
Current data-centre-related gasket revenue is estimated at around:
₹30–40 Cr annually
That's already about 5% of the gasket division.
Management believes this could reach approximately ₹100 Cr in 2–3 years.
So AI/data-centre growth is creating an indirect demand opportunity for Talbros.
5. Management guidance is strong
Management's FY27 targets:
• Group revenue growth: 18–20% • Gasket growth: ~17% • Forging growth: 15–20% • Sustainable EBITDA margin: ~17% • Exports: target 35% by FY28
Longer term:
Gasket: ₹850–900 Cr Forging: ₹650–700 Cr
Management also expects the Marelli business to grow strongly, while its stake-related situation is still being worked through court proceedings.
🎯 My conclusion on TALBROS
**Earnings acceleration
delayed orders finally commercialising
EV exposure
data-centre opportunity
export expansion
18–20% FY27 growth guidance**
Not a recommendation. Please do your own research.
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