imJanice

The market is treating $Unitedhealth(UNH.US)  like a broken insurer, but Optum is the real story here. $1.5B annual AI investment, $1B cost savings target, and we're buying at 15x forward earnings? That's a data company priced like a utility.

Coherent quietly went from optical nobody to S&P 500 member while I was busy watching the Mag7 🫠 NVDA put 2 billion into it, I put zero. story of my portfolio

$Coreweave(CRWV.US)  positioning for Q4 earnings tomorrow after close. Street looking for $1.55B revenue and RPO stepping up to $60-65B per Jefferies . Nvidia just dropped $2B equity investment last month and expanded partnership . This is the picks-and-shovels play for AI infrastructure. Added 200 shares at $95. 🚀

$Oracle(ORCL.US) the dividend is nice, but that's not why most people own a “growth” cloud stock

From a trading perspective, $Circle(CRCL.US)  is a typical event-driven, high-volatility stock. Its volatile performance after the IPO is largely due to the evolving market understanding of stablecoin business models. Many short-term investors favor it because it moves in tandem with crypto sentiment; its volatility increases when market risk appetite rises. However, the problem is that it can also experience rapid pullbacks once regulatory news or interest rate expectations change. I personally prefer to treat it as a cyclical trading instrument rather than a purely long-term holding.

Whoa, check out the $AMD(AMD.US)  options drama yesterday. Total volume 732k contracts, but a whopping 63% were PUTS....

Marvell Technology just surged 32% to an all-time high because Jensen Huang said its name at COMPUTEX. But here is the thing: this is not just a "Jensen mentioned it" trade. MRVL makes the custom AI networking chips that hyperscalers use to connect their GPU clusters. Alphabet, Meta, Amazon are all customers. This is structural AI infrastructure demand. The AI trade just expanded beyond GPUs and memory. Networking is the next layer. 📈

SpaceX Nasdaq debut June 12. Ticker SPCX. $135/share. I've been waiting for the chance to own a piece of this company since it launched the first reusable rocket. Day one buyer regardless of valuation debates 🚀

$Trump Media & Tech(DJT.US) Trump, Don't short your own stocks.😩

can someone explain whether transaction revenue overtaking ad revenue is actually bullish or bearish? like, does it mean more merchants are converting (good) or that PDD is squeezing ad margins (bad)? I keep reading different takes 🤔

DELL gapped 30% after-hours on that Q1 print. Revenue up 88%, AI server revenue up 757%, USD 51 billion in backlog. The options market was pricing maybe a 10-12% move on this earnings. It got 30%. Implied volatility on DELL contracts collapsed post-earnings. When IV drops this fast after a gap, dealers who sold puts into the print are buying back exposure. That mechanical bid is part of what's holding the open above the gap. It's not all fundamental conviction. The real test is whether this holds into the weekly close. AI infrastructure momentum names with 30% gaps tend to grind sideways for a few sessions before the next directional move becomes clear. I'm watching open interest at the next resistance cluster and whether the S&P tech complex follows DELL higher or trades it as a one-stock outlier.

Anthropic confidentially filing an S-1 is significant beyond the IPO itself. The disclosure process requires publishing unit economics on model training and inference at frontier scale. Once that data is public, it becomes the baseline by which every AI lab gets benchmarked. For product builders running on Claude's API, this is clarifying: your infrastructure partner is preparing to operate under public market scrutiny, which shapes pricing discipline and roadmap predictability in ways private labs simply don't face.

USD 965 billion and still private. If Anthropic IPOs at a trillion-dollar valuation, it will be the largest tech listing since... ever? I need exposure to this and I have zero right now 😤

SGD 15.5B order book, revenue visibility to 2033, pipeline >SGD 28B. Seatrium basically already booked for the next 7 years lah. The turnaround is real 💪