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the read is simple, every AI data centre needs opt
SpaceX At USD 1.75T: A Scarcity Trade, Not Yet A Value One
SOXL is my high beta semi bet and it is ripping wi
is AMD actually winning AI share or just riding th
Rocket Lab Joins The Nasdaq 100 And Falls 11%: The Space Shakeout Explained
Q3 revenue up 251% year on year. that is not a typ
At last we have a peace deal with an actual date o
custom silicon is where the next leg of the AI tra
the SpaceX listing does not change a single Tesla
The Strongest Nvidia Signal This Week Was Not Its Price
screenshot this, Micron joins the trillion dollar
look under the hood and it is two engines. Starlin
INTC up another 5% after the 9% Thursday. double u
if you believe the memory upcycle but cannot decid
just hold the memory ETF and stop trying to time i
if Micron HBM is sold out then Hynix is in the exa
honestly at this point NVDA is the index. macro ri
SOXL is the leverage play when you are confident t
robotaxi narrative plus the SpaceX listing in the
What A USD 1,625 Target Really Assumes About Micron
Looks like $IFAST(AIY.SG)is starting to move. It h
$DBS.SG$ and the STI sitting near record highs whi
incredible company but 1.75 trillion on day one is
$Apple (AAPL.US)$ down 1.5% as the WWDC Siri and A
Some breakthrough at last, sunny sky.
Jensen literally called $Marvell (MRVL.US)$ the ne
the bear case is just the 190 billion capex number
NVDA quietly closed 205 while everyone watched Spa
calling a bounce once SpaceX euphoria cools and pe
$BYD COMPANY(01211.HK)Not sure about BYD future? I
closed 406 up almost 2% riding the SpaceX halo. wh
I’m not vested in SIA and SATS. I think this kind
SanDisk Up 692%: The NAND Story Hiding Behind HBM
Trump claims that agreement has been reached with
up 200% ytd and still feels early when you look at
calling it now, retrace toward the 135 IPO price w
burned holding Intel through the bad years so i am
QQQ grinding higher with the Nasdaq at 25889. risk
$AST SpaceMobile (ASTS.US)$ down 15% as the whole
holding a little SOXL as my high octane chip expos
49% growth in AI related revenue from routers, swi
upgrade plus broad semi strength is a nice combo b
if both Micron and SanDisk are already up huge, is
AMD is steadily expanding its presence in AI and d
The Musk Halo Is Real, But Tesla Has To Earn Its Own Re-Rating
calling a fresh all time high on NVDA before the n
Biggest IPO Ever: What SpaceX's USD 1.75 Trillion Price Tag Is Actually Betting On
closed near 982 and UBS just moved the target to 1
software still under pressure as money rotates to
is the SaaSpocalypse overdone though? Microsoft is
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