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I agree with Mr El-Arian. The US is the place to be and the AI mega trend will not stop just because of short term issues with China. Trump spends a lot of time with Jensen Huang and Larry Ellison and knows exactly how far he can push this. I dont know if we bounce monday or go…
Want to spark a heated debate among market participants? Ask them whether this valuation premium is justified (I believe it is), whether it will persist (I think it will), and—most contentious of all—at what overall level for the respective indices. (The chart below is from…
Vix9D up more than VIX yesterday. If this continues to be the case mon/tues I would expect the bottom to be put in in short order(say 2-3 more days where vix9d is up more than vix or when its down less than vix). When Vix9D outperformed VIX on April 8th, we bottomed the next day.…
$ASPI sold out of this friday from entry under $9 but will look to re-enter smaller position for long hold. 20k shares in and out before the trump tweet made a good week great.
$NVDA $MU $ORCL $ATOM $BE damn it feels good to be 30%+ in cash after a crazy runup from April. I do not feel bad for people using 100x leverage on crypto shitcoins ore even blue chip coins like ETH or BTC which I am bullish on. 100x is degeneracy and entitlement. The world needs…
$ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in…
$ASPI bought the dip in a big way today. This company is on trumps radar as are rare earths in general. Didn't get a chance to post about $NB but caught that one early under $7 and think ASPI is going to see similar returns in the next few weeks to couple mos.
$ASAN when the founder and CEO of the company who is retiring/moving to BoD position is adding to his massive position right before a new agentic ai product launches and the stock dips on no news, you buy that shit hand over fist.
$BMNR been accumulating this one the last few weeks after selling the pop mid august. Hard to bet against ETH and Tom Lee, anyone buying $SBET over $BMNR I think will look back and say "shoulda known better." Longer gov shutdown=more alpha for ETH and BMNR by proxy. A 4 week…
$BMNR just breaking down the price action on the 4H chart.. 👀📈 A perfectly normal 6% minor correction earlier today which saw the stock back test the breakout zone from yesterday.. So far the bulls have protected the level and a close above $60 today would be a great sign…
This is very bullish for the market overall. This is the bond market saying this isn't a bubble. The bond market is smarter than the stock market.
Oracle sold $18 billion in US investment-grade bonds, the second-largest offering of 2025. $ORCL $NVDA @OpenAI • The capital will be used to ramp up spending to meet the needs of the AI boom. • Investor Demand: The sale was highly popular, with orders peaking at nearly $88…
Now that everyone has figured out the demand for memory is no longer cyclical because of AI(or if it is cyclical, we are still early cycle)...time to look for other ways to capitalize on memory. I have been bullish $MU for a long time and it's one of my top 5 positions and will…
$CRWV @Beth_Kindig is realizing what I've been pounding the table about for a while. While I did trim a lot of CRWV on the run from 100 to 140, she is absolutely right that this q4 capex and the fact that only 25% of contracted power is active will lead to massive growth for…
$EQT monster move and should continue higher in coming months. All pullbacks are buying apps-not many natural gas companies can claim to be on a path towards being DEBT FREE and increasing free cashflow at such a rapid rate. This is an amazing feat with plenty of data center…
$MU so many wannabe semi gurus thinking they know more than Micron management. HBM4 will be a winner-did you really think NVDA would be at all time highs if there isn't enough HBM4 supply available at Rubin launch? So short sighted, now Nand prices sky rocket and MU headed…
$BE have a feeling Jensen is investing in BE to speed up the buildout of data centers. BE can only make 1GW of fuel cells this year and 2GW by end of 2026. Maybe Jensen throwing 500m at it can get that number to 4GW next year and 6-8GW by 2027. I grabbed more near the lows today,…
$ATOM finally starting to move off the lows, keep this one on watch for explosive moves a la 2021 and end of 2024 as soon as deal is signed. They are currently running wafers with 3 very large customers(started in February) and should have final test results around thanksgiving.…
$CRWV investing is so easy if you just listen and read between the lines. What did you think $11b worth of blackwell in q4 would lead to? LOL
$BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades, but when I do they are high conviction.
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