jackson beat it

AMD prints Q1 after-market tonight. Two questions matter: (1) MI400 accelerator ramp commentary, and (2) data-centre share gains against Intel. If both come through clean, AMD stays as the cleanest non-Nvidia AI accelerator long.

This is MASSIVE. ASML dropped Q1 2026 earnings this morning and the market is sleeping on the details. Let me break it down fast.

Just saw $Super Micro Computer(SMCI.US) getting absolutely hammered - down ~20% pre-market 💀

Co-founder Wally Liaw got indicted for allegedly smuggling $2.5B worth of Nvidia AI servers to China. Apparently used shell companies in Southeast Asia, fake documentation, even dummy servers to fool compliance audits.

Some wild details - allegedly used a hair dryer to swap serial number stickers and coordinated through encrypted group chats.

Company put him and another employee on leave, fired a contractor, and says they're cooperating. SMCI itself isn't charged (yet), but... yikes.

Liaw personally holds like $460M in SMCI stock. Not a great week for him.

Going to be an interesting open. Anyone holding?

$Oracle(ORCL.US) Trimmed a few shares last week on the bounce, now holding 255 shares at ~$175 cost basis. Keeping them through earnings. Here's my thinking:

At $150, this is oversold. Even without the OpenAI deal, Oracle's core database + software biz alone supports this price. At these levels? Why dodge earnings.

The debt story: This is strategic, not distress. Oracle placed a huge bet on AI. Divergent views = opportunity. If everyone agreed, price would already be higher. Question is whether mkts price in potential before results.

TikTok angle: Beyond cash flow and cloud growth, it strengthens Oracle's political hand. Plus Ellison's personal ties with Trump? That's optionality the market isn't pricing.

What I'm watching tomorrow:

FCF trend (negative narrowing?)RPO conversionCapex efficiency

Hit one of these = valuation reset. $180 short term? Doable.

⚠️ Risk: Capex guides up again or FCF deteriorates = more downside. Worst case? Maybe revisit $130. Didn't sell last time, won't lose sleep if it happens again.

Bottom line: Optimistic heading into print. Not reality — just my read.

Not advice. Just my view.

Citron is shorting $Sandisk(SNDK.US) , calling AI demand a "mirage." But $Western Digital(WDC.US) is holding strong. Is the market finally separating the wheat from the chaff?

Just caught $Western Digital.US up another 7% pre-market! 🚀 The whole storage sector is on fire thanks to SK Hynix saying inventory is down to just 4 weeks. Confirms my thesis that this AI trade is moving downstream from GPUs to where data actually lives.

Used Qwen to help with coding last night - actually decent. And Ali Cloud making it dirt cheap at 0.2 per million tokens . When the best AI is affordable, adoption explodes. $Alibaba(BABA.US)

$Apple(AAPL.US) down 5% to $261.73, 77M volume, worst day since 2024. Siri AI features pushed from March to May to September. FTC also sniffing around Apple News bias. Tim Cook’s statement “still on track for 2026” is the weakest defence I’ve ever heard. 😬

US$1.1B volume yesterday, not retail money. NAND spot up 80%+ in 2 months, $Western Digital(WDC.US) YTD only 58%, lag still there. UBS says no supply relief until 2028. Two more years of pricing power. Wait for pullback. 📈

When Donald yells, will $Trump Media & Tech(DJT.US) rise or drop? LOL😂

$Unitedhealth(UNH.US) still very undervalued

I hold NFLX for growth, WDC and SNDK for cycles, but lately they all feel heavy. What do you think?

Tensions Escalating? U.S.-Iran Frictions Flare Up Again

Iranian fast-attack craft have approached a U.S. oil tanker, and an Iranian drone flying near a U.S. aircraft carrier has been shot down.

Now, with friction between the two countries heating up again, we can see U.S. markets plunging overnight, while gold, silver, and oil are soaring.

$SPDR Gold Shares(GLD.US) $iShares Silver Tr(SLV.US) $Invesco QQQ Trust(QQQ.US) $iShares barclays 20+ Yr Treasury Bd(TLT.US) $VG S&P 500(VOO.US) $SPDR Djia(DIA.US)

Will the dividend of $Unitedhealth(UNH.US) drop afterward?

Wow! 😍

Just noticed there are 13 new stock zones in our community!

$Micron Tech(MU.US) The upward trend is really good！

$Oracle(ORCL.US) wth is this, it have been dropping for more than 3 months...

Long‑term AI data center buildout needs strong execution; Nvidia partnership helps but doesn’t guarantee success.$Coreweave(CRWV.US)

$Circle(CRCL.US) 80 by this week

$Trump Media & Tech(DJT.US) All eyes on Trump's Davos speech today! In this chaos, his words could send this stock soaring or crashing

$Unitedhealth(UNH.US) Healthcare demand is non-cyclical. In times of economic or geopolitical uncertainty, that predictability is worth a premium