TaylorSwift007

NVDA basically is the market now. risk on, it leads. risk off, it leads down. holding it like an index 🫡

passed Amazon today, briefly poked above Microsoft intraday. owning Starlink plus the rockets in one ticker is genuinely a new thing on the market

How do you view the battle between $Intel(INTC.US)  and AMD in the server market?

QQQ grinding higher with the Nasdaq at 25889. risk on tape, chips leading, SpaceX boosting sentiment. boring index bid but i will take the trend 😎

QQQ weakness is hurting semis broadly, but SPY holding up suggests this is more rotation than panic. That makes me cautious on INTC and MU, but still interested in ASML.

as an SG retail guy i cant really buy coreweave or nebius directly, so the nasdaq 100 reshuffle today kind of does the stock picking for me. four of the five new names are AI and compute infra. cleanest way to ride the buildout without guessing single names is just QQQ lah 📈

ORCL just grinding higher on cloud + AI infra demand. the old database dinosaur turned into an AI infrastructure play, who saw that coming

bought INTC at the bottom out of pure spite and now pretending it was a thesis 😎📸

calling it, MU reclaims the highs within two weeks once this geopolitics noise fades 📸

$Circle.US At this price around 88, I’m kinda tempted but not really excited. Might as well sit tight and watch for now.

Apple down 6% because they're hiking MacBook and iPad prices to cover memory costs, and iPhone is reportedly next. worst day in over a year. if consumers blink at the higher prices this gets worse before it gets better 😮‍💨

Friday NFP came in at +172K when everyone expected 80K. Markets fell because strong jobs = no rate cut. Then over the weekend Iran closes the Strait of Hormuz and fires on ships. Monday morning is not going to be pretty 😤 what a way to start the week