jackson beat it

$Unitedhealth(UNH.US) still very undervalued

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.

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?

$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. 😬

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

$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 efficiencyHit 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.

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

ASML JUST RAISED GUIDANCE. Here's What You're Missing.

$Coinbase(COIN.US) trading volume slowing, losing momentum on the daily chart

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) 

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