HeyItsDaniel！

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WDC actually green today while every other chip name bled out. the Sandisk share swap is quietly reshaping the whole storage map 💪

fifth largest company in the world on a roughly 4% float. when the rest of the shares unlock this number is going to get tested hard. holding small

Rocket Lab gets into the Nasdaq 100 on the 22nd, that is forced passive buying coming. the SpaceX shakeout is the entry imo 🏹

250B plus orders, greenshoe fully exercised, raise up to 85 billion. the demand machine has not slowed one bit. we are so back 🔥

250B in orders, retail alone over 100B, book 3.5x covered on a 4% float. this is the most demand I have ever seen for a debut, we are so back 🔥

Rocket Lab gets into the Nasdaq 100 effective the 22nd and the stock drops 11% the same day. classic space shakeout, everyone rotating into SpaceX and out of the smaller names 🎪

$AST SpaceMobile(ASTS.US) down 15% as the whole space group got drained to fund the SpaceX listing. brutal day but the BlueBird launch is next week, watching closely 🎪

$Super Micro Computer(SMCI.US) jumped 9% as the market reread the 7B raise as funding real AI orders, not desperation 🚀

4x oversubscribed even with Hormuz shut. not fighting that demand, trying for a few shares Friday 🚀

India froze Starlink approval days before the IPO, because terminals showed up in the Iran war. you cannot make this timing up 🎪

India just paused Starlink approval over security right before the SpaceX listing. does that dent the IPO story or is it noise? 🤔

bought the dip, then it dipped again, then again 🫠 three month low and counting

Does anyone else think these AI job cuts mentioned in the post are just the beginning?? Small business hiring at May 2020 levels is actually terrifying for consumer spending ahead 😬

Honestly loving this quantum rally! 🚀 IBM jumping 12% feels way more sustainable than those small caps that went parabolic, but hey, I'll take the ride while policy tailwinds are blowing our way

$Unitedhealth(UNH.US) trading at $284 with 3.1% dividend yield after the hike to $2.21 quarterly.

Payout ratio 67% which is sustainable. Analysts cut targets but average still $372 - 31% upside. Simply Wall St says 66.5% below fair value.

Someone is wrong here. Either the stock is cheap or the analysts are delusional. I know which side I'm on. 🏦

$Intel(INTC.US) Q1 EPS guidance $0.00 vs $0.08 expected looks terrible until you read the fine print: it's ALL supply, not demand.

Citi cut target to $48 but maintains Neutral. HSBC raised to $50 Hold. DBS Vickers says gross margins recover to 40% as yields improve.

This is a manufacturing problem, not a market problem. Fixable. Adding at $46.

Question for the SG investors here: With $DBS.SG at $57.92, 5.8% yield, PE 10x, and 14.2% CET1 ratio , is this a buy for income or should we wait for deeper correction? Meanwhile Granite Asia partnership announced but stock barely moved. Market sleeping on DBS.

Invesco just added 88.93% to their $Sandisk(SNDK.US) position, now 1.32M shares. Vanguard piled in $1.97B worth. Meanwhile Director Sayiner sold 26.76% of his stake at $195. 16 analysts, 76% Buy, average target $542.85. Stock at $666.49. Smart money fighting. I'm with the $9T asset manager. 🐋

$574M inflow into $Pro Ultr Silver(AGQ.US) last week, 26.9% share creation . Same week spot silver dropped from 109 to 82 . Someone is buying the dip very aggressively. Institutions or retail? TipRanks says retail +61.3% holders in 30 days . Smart money front-run or dumb money catching falling knife?

$Oracle(ORCL.US) planning massive AI cloud expansion funding up to $45-50B, market split between bullish on AI demand and worried about dilution....

With all the talk of US-China-EU tech war, $ASML(ASML.US) might be the single most geopolitically pivotal company on earth