imJanice

Intel quietly up again. the comeback has been one of the stories of the year, but i still want sustained foundry wins before i fully believe 🤔

not doing anything with my NVDA, down 1 percent is a rounding error after this year. just sitting tight into the Fed 💤

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.

INTC up another 5% after the 9% Thursday. double upgrade plus the Google and Microsoft foundry order chatter, the comeback trade has legs 🔥

$Advanced Micro Devices (AMD.US)$ closed 511 up almost 5% after Citi upgraded to buy. AMD always tags along when the whole chip group runs, and the group is running 💪

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.

$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. 🚀

not touching my MSFT, flat day, holding into the Fed. it is the sleep well at night part of my portfolio and today that feels good 💤

everyone wants SpaceX shares but nobody talks about the lockup and the valuation math. $1.75T is a lot of Mars 🪙

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

is WDC the safe way to play storage now? it held up when Micron and Sandisk got hammered. genuinely asking whether the share swap changes the whole thesis

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

SingTel at an all time high on the data center deal talks with KKR. our boring telco turning into a data center play, who knew 👀

Meta climbing the board again. when the AI capex panic hits, the names with real cash flow hold up better 🤷

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

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.