Nicky

CPI tonight... please be cool. My portfolio can't handle another red day😅

Feels like $Trump Media & Tech(DJT.US) is trading more like a political sentiment index than a normal tech stock lately. Between digital token initiatives and shareholder verification updates, market watching closely if ecosystem expansion can actually drive revenue or just hype. Personally I see high volatility but strong trading interest. 🤔

$BitMine Immersion Tech(BMNR.US) closed $19.74 yesterday, +1.39% against the tape while Nasdaq tanked 2% . Michigan Retirement just opened $3.12M position . 4.326M ETH hoard, $10B crypto+cash . Down 88% from $161. Analysts still say $43 target. Someone is accumulating. I’m nibbling. 🐋

It seems the market is revaluing $Alphabet(GOOGL.US) now. Do you think it's still value play or AI beta?

Recently, $Taiwan Semiconductor(TSM.US) has once again become the most stable link in the AI ​​chain. The market is becoming increasingly clear that whether it's $NVIDIA(NVDA.US) , $AMD(AMD.US) or $Apple(AAPL.US) self-developed chips, they will ultimately rely on TSMC's advanced process technology for implementation.

$Coinbase(COIN.US) feels more like a leveraged crypto proxy now📈📉 BTC/ETH moves get amplified in stock price. Higher trading volume helps revenue, but regulation and macro sentiment still drive volatility.

$Apple(AAPL.US) will it ever go up to 280 or will just hover at 270 or even below by end of the week? it is not moving at all...

My current view on Alibaba is that the market is slowly shifting from pure macro discounting back to business fundamentals. The key narrative lately has been around AI investments, cloud restructuring, and continued shareholder returns like buybacks.

Cloud growth re-acceleration is something investors are watching closely because it used to be the main valuation driver before regulatory pressure hit. At the same time, core e-commerce is no longer a hyper-growth story but more of a cash-generating base.

To me, the question now is whether Alibaba can reposition itself as an AI + cloud platform rather than just a China consumption proxy.

I think many people still view $Trump Media & Tech(DJT.US) as a "political sentiment stock," but the company's recent moves clearly indicate a shift towards a holding platform, not just Truth Social. First, they introduced digital token rewards for shareholders, then announced a merger with nuclear fusion company TAE Technologies, shifting their focus from pure social media to a technology + energy narrative. The problem is, this leap is too large; the market sees it as mere storytelling, but capital loves these cross-industry ventures. The key is execution, because the commercialization of nuclear fusion is inherently extremely risky, and currently there are no truly commercially operational projects globally.

I'm optimistic about $Intel(INTC.US) in 2026. Otherwise, the US should stop talking about bringing manufacturing back to the US.

Given GLD’s historical smoother ride vs SLV’s sharp swings, some SPY holders may hedge into gold rather than silver for now

$Alibaba(BABA.US) Shouldn't it‘s data centers, AI, and chips see a surge in price?

$ASML(ASML.US) Their monopoly on EUV machines means they get paid no matter which chipmaker wins the AI race

Zacks article says AMD outperformed NVDA in 2025 and has positive earnings ESP. Time to rotate?

CoreWeave is still niche, but AI cloud GPU demand is real. The question is whether it can secure enough hyperscaler contracts to scale profitably.

$Unitedhealth(UNH.US) Institutional ownership is very high (~88%), indicating it's a core, long-term holding for big money

$Micron Tech(MU.US) can we reach 400 tonight?!!

$Trump Media & Tech(DJT.US) Stock moves on Trump headlines. Today: He's leading a record U.S. delegation to Davos. That's the kind of “strongman” news his supporters like.

$Apple(AAPL.US) Apple now accepts Huawei and Xiaomi phones for trade-in! Desperate move to defend market share?

$Circle(CRCL.US) kinda patience test😅

CRWV vs CRCL: Night and day in micro-cap sector

$AMD(AMD.US) Watch for any market share data in data center CPUs vs. INTC

Christmas market movement tonight—but it's a party for the bears. 🐻📉$Oracle.US