The Script
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JUST IN: China tells firms they can "resume" Nvidia chip orders
Deutsche Bank Upgrades $AMAT to Buy from Hold, Raises PT to $390 from $275 Analyst comments: "With this note, we are raising our estimates for AMAT to reflect a much more constructive wafer fab equipment (WFE) environment entering 2026 and 2027. Our out-year estimates now stand…
$META Traded angry today, closing above the 21 & 50. Earnings next week.
$ZETA retest of the 50 Day MA support in the Buy Zone No further comment, you do the rest.
$DDOG Stifel Upgrades to Buy We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (~4%+) beat in 4Q driven by accelerating core growth, continued strong gains within the non-OAI genAI cohort and Q/Q OAI…
$ASTS On the Move to 150. Bulls- You are gonna get it.
$META Jefferies Reiterates META Buy, PT $910
ELON MUSK JUST SAID: - THE LIMITING FACTOR FOR AI DEPLOYMENT IS ELECTRICAL POWER
Bull divergence + breaking out on highest volume since last July. $ARM army is back?
Micron: HBM is “consuming so much of the available capacity across the industry that it’s leaving a tremendous shortage for the conventional side of the industry, for phones or PCs.” $MU $AMD $NVDA
$DDOG 'Our Favorite H1'26 Cloud-Infrastructure Idea' - Bernstein PT $180 As we enter 2026 negative competitive narratives vs. Datadog are once again gaining hold. The stock peaked briefly over $200 after strong Q3 earnings in November, but ever since Palo Alto announced the…
$META 780c 12/18/26 - $1.1M++ TRADE! ⭐️ ALL HE NEED IS RETEST ATH BEFORE YEAR END.
$MU Everyone is boosting their productions but still unable to keep up with demands and it's forecasted to continue WELL into 2027
$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
United States Trends
- 1. #SmackDown N/A
- 2. Giannis N/A
- 3. Sinner N/A
- 4. #OPLive N/A
- 5. #DragRace N/A
- 6. Adam 22 N/A
- 7. Pacers N/A
- 8. #ZuffaBoxing01 N/A
- 9. Dabo N/A
- 10. Spizzirri N/A
- 11. Bucks N/A
- 12. Callum Walsh N/A
- 13. Owen Tippett N/A
- 14. Jason Luv N/A
- 15. Blackwood N/A
- 16. Giulia N/A
- 17. Sami N/A
- 18. #OPNation N/A
- 19. Amari Williams N/A
- 20. Kiana N/A
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