$Netflix(NFLX.US) Watching Netflix drop ~37% from At this point, I treat DJT and UNH as a short-termDJT reminds me that some stocks live entirely in tToday there was finally a slight increase, so why DBS, SNDK and WDC remind me what stability looks lI hold NFLX for growth, WDC and SNDK for cycles, bWatching CoreWeave drop this hard while UNH barely$Alibaba(BABA.US) It's still far from the target pBABA constantly tests patience. The business still$Coreweave(CRWV.US) There's absolutely no support,$Coreweave(CRWV.US) I didn’t expect this kind of dI’ve learned to size COIN smaller than I think I sThe price of $Circle(CRCL.US) and $Coinbase(COIN.UI struggle to decide whether BitMine belongs in myAlibaba is involved in AI and has also successfullWhen I track MU, WDC, and SNDK together, it’s obviComparing QQQ and SPY lately changed how I think aASML depends on long-term chip capex, MU depends oCOIN, Circle, and even BitMine trade more like levCautiously trade now due to volatility now.QQQ weakness is hurting semis broadly, but SPY holASML feels like long-term hold, short-term pain.ai is getting very challenging to profit from its Remember to get you angpows from @Longbridge SingahelloSREITS will rise when interest rate drops. 😊The talk around a Tesla and SpaceX tie up is gettiif feels that the market has drift further and furQualcomm QDec25 - All end markets up y/y; All-timeArm QDec 25 - Revenue up 26% y/y to $1.24B; 4th st$Western Digital(WDC.US)From my point of view, the$Strategy(MSTR.US) reports tonight after the closeTestingFun fact: Google; at $180B this year, capex growinAlright, $Amazon(AMZN.US) reports after the bell t$NVIDIA(NVDA.US) The recent tool release/upgrade fAlright, $Amazon.US reports after the bell tonightwill it crash more?what's going on with bitcoin$Microsoft(MSFT.US) who else is having losses from$Xiaomi HK SDR 2to1(HXXD.SG)Let’s see how Xiaomi wI'm vote for $Amazon(AMZN.US)Being the lagged in MIt may be an opportunity to buy the dip if US techHi DBS is great🔴 Palantir Due to high expectations, beating streeMarket used to be quite predictable with technicalTech was the real twist - (Alphabet ramping AI) GoThe easy money has been made in metals. It needs tJiayou!$Microsoft(MSFT.US)it getting further down, will t