HeyItsDaniel！

CoreWeave$Coreweave(CRWV.US) remains at center of Nvidia’s AI infrastructure plans.

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

No real move up, no energy to drop... this is driving me nuts.$Coinbase.US

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

Musk's plan to build his own chip factory scared the night market into a drop, haha, this is a positive not a negative, it shows TSMC is the unavoidable one

$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. 🏦

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. 🐋

$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.

$Circle(CRCL.US) When will Bitcoin have a chance to rebound?

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.

When I track MU, WDC, and SNDK together, it’s obvious how sentiment drives storage stocks. One pricing headline can lift or crush all three, regardless of individual execution. That makes me treat them more like a basket than separate investments.

$Alphabet - C(GOOG.US) $Alphabet(GOOGL.US) 4 trillion! The Siri deal is a masterstroke

$BitMine Immersion Tech(BMNR.US) BMNR moving with crypto. ETH up, so is BMNR.

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

$BitMine Immersion Tech(BMNR.US) Bitmine Immersion was unusually active today — nearly 14% turnover and about $1.66B in trading volume, which is basically half the float for a $1.2B market cap. It’s only been 183 days since IPO, and this ticker is extremely high-beta with money moving in and out fast. There was no official announcement today, but the market is clearly pre-heating the Bitcoin sector, and the follow-the-trend money is piling in. With a move driven almost entirely by sector strength and speculation, whether it can continue tomorrow is still a big question. Definitely a strong signal of aggressive trading — short-term players should be careful. 🧐

$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?