Fair_Lemon5303

Memory Stocks Are Hitting Records Everywhere — But This Isn't 2018 All Over Again

been waiting weeks for memory to pull back and here it is. started nibbling Micron and SanDisk into the close. if the FQ3 number tonight confirms data center demand is still there, this 13% dip is gonna age really badly 👀

been holding Micron since the $900s and refused to trim on the way up, now it's printed its first ever close above $1,200 and up about 7% today. the Anthropic HBM deal is the kind of multi-year anchor I was waiting for. holding straight into Wednesday's print, no fade here 🔥

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

The Memory Super-Cycle Just Got Its Strongest Confirmation Yet

MU past 1 trillion and Apple just told the whole world memory costs quadrupled. you don't get a louder demand signal than that. still long

This is seriously the weakest among crypto stocks. You can compare it yourself with a few stablecoin-related crypto stocks.$Coinbase(COIN.US) $Circle(CRCL.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. 🎲

$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.

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.

$Alphabet(GOOGL.US) The monthly chart looks terrifying... can it still have room to go up?

$Tesla(TSLA.US) Musk’s “Space AI” Vision—A Bold Step or a Risk Too Far?Musk's new vision of "Space AI" has everyone talking. With his direct involvement in designing Tesla's AI chips and a plan to release a new chip annually, is this the future of AI and space exploration? Or is this another one of Musk’s grand ideas that might fizzle out?

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

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.