HeyItsDaniel！

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

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

$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. 🏦

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

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

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

$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.

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

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.

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

$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.

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

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.