Nicky 

the apple side of the intel chip story is the part people skip. tim cook already said price increases are basically unavoidable, and now theres talk of US chip manufacturing. higher costs plus a political manufacturing push, the margin question for apple is more interesting than the intel pop

Trump-Xi summit + NVDA H200 China one-day round trip

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

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

Oracle drops Q4 after the bell and the RPO backlog is already like USD 553B?? that number is too big for my brain lol. someone explain if backlog actually counts as real revenue 🙏

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

marvell down 3.28% to around $279 just riding the board lower, nothing company specific. this is the name that just got into the s&p 500 and the custom AI silicon pipeline is fully intact. i treat days like this as a discount on a structural winner. risk reward at this level looks fine to me, adding on weakness 🚀

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

MRVL bounced hard with the chip complex. custom silicon thesis never broke, the tape just panicked 🎢

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

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. 🤔

Reading through the bull/bear case on $Coreweave(CRWV.US) . Bulls: $560M backlog, Nvidia backing, Meta contracts, 235% revenue growth. Bears: 6.9x leverage, cash burn, lawsuits, insider selling, HSBC $41 target . Who's right?

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.