Fair_Lemon5303

Micron near USD900 BILLION market cap. Tesla up 4% on Musk joining Trump's Beijing delegation. Two HUGE signals. My bet: Tesla pops another 6-8% if any Beijing tech-cooperation language softens. Micron stays bid on AI memory pricing tightness — it's just price-discovery toward USD1 trillion. Bottom line: long both. Hit that like if you're long TSLA into the Beijing summit

Micron near USD900 BILLION market cap. Tesla up 4% on Musk joining Trump's Beijing delegation. Two HUGE signals. My bet: Tesla pops another 6-8% if any Beijing tech-cooperation language softens. Micron stays bid on AI memory pricing tightness — it's just price-discovery toward USD1 trillion. Bottom line: long both. Hit that like if you're long TSLA into the Beijing summit

Hard drives aren't dead — they're powering the AI boom. Seagate just posted 47% gross margins and a 44% revenue jump as HAMR drives went live at two hyperscalers. But storage has always been cyclical.

Memory shortage getting worse. MU to $200? Holding strong💪

Memory shortage getting worse. MU to $200? Holding strong💪

JPMorgan's gold math is interesting: 2026 forecast 755 tonnes , down from 1000+ past three years but still double pre-2022 avg of 400-500 . So even "slowing" demand is historically strong. Plus ETF inflows resuming. Supply fixed, demand structural. Price only goes one direction long term. $SPDR Gold Shares.US at $455 still cheap relative to $509 high .

$500B US investment over four years, Houston AI server plant, 100M+ TSMC Arizona chips in 2026, Mac mini finally made in USA. Cook putting money where mouth is on supply chain diversification. $Apple(AAPL.US)

Blue Owl struggling to raise $4B for JV spooked the market. $Coreweave(CRWV.US) down 8% Friday. Company says "funding secured, on track". 2.66 debt/equity, $29B total debt, $4.3B revenue run rate . Stock at $91.06. Leverage is scary but backlog is $56B. Pick your poison. 🎲

Simply Wall St says intrinsic value S$81.29, 28% discount . Morningstar says 812% premium, FV S$51 . 14 analysts say S$58.41 target . Three models, three worlds. $DBS(D05.SG) at 58.19. Who’s wrong? I’m buying the gap. 📊

Today's market movement is a battle between bulls and bears $Invesco QQQ Trust(QQQ.US)

From a trading perspective, $Alibaba(BABA.US) feels like a stock constantly caught between macro sentiment and company-specific catalysts. Every time China policy tone improves or US rate expectations change, the price reacts more to macro than earnings. That makes it tricky for short-term traders.

The recent focus on cost control and operational restructuring suggests management is prioritizing efficiency rather than aggressive expansion. Personally I see this as building a base, but not yet a strong breakout story unless we get clear cloud growth acceleration or meaningful earnings surprise.

Comparing QQQ and SPY lately changed how I think about risk. QQQ still offers upside if AI sentiment turns, but SPY quietly absorbs volatility. I’m realizing I don’t need to be right on timing if my exposure isn’t all high beta.

Just sold UNH—healthcare got hit after weak Medicare rate news and guidance cut, didn’t want to hold through the uncertainty. Rolled the proceeds into META instead, the AI-driven growth and earnings beat look solid, feels like tech momentum is still strong.

Big Tech is clearly rotating, not collapsing. Apple and Microsoft are consolidating after strong earnings but AI capex pressure is keeping valuations in check. ASML remains the real backbone of the AI trade with unmatched lithography demand and a massive backlog. Oracle is a higher-risk AI infrastructure bet — heavy debt but real cloud traction if execution holds. Alibaba is the wildcard here: improving AI/cloud narrative and cheap valuation, but still tied to China macro sentiment. Overall, this looks like selective buying, not a broad tech rally.

$Coinbase(COIN.US) With crypto industry PACs raising huge war chests ahead of midterms and Coinbase a big backer, political outcomes could meaningfully impact regulatory clarity and COIN sentiment.

I plan to buy after the financial report is released. Betting on financial reports is like gambling. $Tesla(TSLA.US)

$Unitedhealth(UNH.US) Guidance reset could be catalyst.

$Coinbase(COIN.US) new offerings coming soon — tokenized stocks?! Thoughts?

$ASML(ASML.US) "2026 sales won't be lower than 2025." That's a confident pre-announcement. Bullish!!

$Micron Tech(MU.US) HBM pricing power is real?

In a risk-on TACO trade, investors are favoring proven winners (NVDA, AMD) over risky, leveraged growth stories like CRWV

$Coreweave(CRWV.US) Down 5% pre-market on that JPMorgan warning about high leverage and execution risk

$Micron Tech(MU.US) Memory chips are in a super-cycle! HBM for AI, price increases for everything else. MU is perfectly positioned

$Micron Tech(MU.US) Memory stocks should also benefit from TSM's strong outlook and capex plans. More chips = more need for DRAM/HBM

$Coreweave(CRWV.US) up! Meta's giant AI build announcement helps all infrastructure plays