korbs23

held Tesla through worse than a flat tuesday. dividends nil but i am in it for the long arc, not the chop 💤

bought a tiny starter at the open friday and im just letting it ride. not adding up here, the move has been too vertical for me to chase

watching SNDK here, it ran so far that even a normal pullback looks scary on the chart. not selling my core, not adding into the drop yet

boring old Nokia turning into an AI data center plumbing play is the re rating nobody saw coming. holding through the profit taking 💪

WDC up 16 in a day and somehow still under the radar versus Micron. AI storage is bigger than just HBM 💪

watched it run from 161 to 192 and just sat on my hands again. fomo is real but i am not chasing a 2.5 trillion debut 😮‍💨

70 plus launches on the manifest and Q1 revenue up 63% to 200 million. the business is firing, the stock just got caught in the SpaceX vacuum today. buying this dip 🔥

down 15% on no bad news of its own, just pure rotation into SPCX. if the launch next week goes well this overreaction unwinds fast 🛰️

opened at 150, ran to 176 intraday, settled at 161. my finger was hovering the buy button the whole afternoon lol 😮‍💨

9988 quietly building out instant commerce while everyone watches US chips. cheap China tech still has catalysts 👀

INTC popped 10% on a BofA upgrade and the chip bounce. one upgrade and suddenly everyone loves it again 🤡

META quietly climbing the board again. when the AI capex panic hits, the ones with cash flow hold up better 🤷

INTC fading with the group, the Google TPU foundry hype cooled fast 😮‍💨

250B demand, 1.75T valuation, but Morningstar pegs fair value near 780B. that is a 2x gap going in. faith or bubble? 🤡

everyone wants SpaceX shares Friday but the moment India blocks Starlink suddenly it's "risk factors". classic IPO week 🤡

INTC ran huge YTD on the foundry story. is the Google TPU deal enough to justify it or is this priced to perfection now? 🙏

STI slipped to 4,963 but honestly after the run to 5,150 a breather is healthy. three banks still the ballast of my portfolio 🛋️

AMD lagging the rebound a bit but still in the AI conversation. cheap relative to NVDA or value trap? 🤷

inclusion bump usually fades after the forced buying. watching for a pullback to add, not chasing green candles

🚨 This is the Intel headline bulls waited two years for. Google booking 3M TPUs at Intel Foundry for 2028, Nvidia testing 18A. Is one order a turnaround? No. Is it the first real proof the foundry can land external whales? Yes. Now watch for customer number two, that is the tell.

beat by a mile, AI up 143%, stock tanks 13%, then rips right back two days later. make it make sense sia. holding AVGO feels like a full time job 🫠

PANW Q3 result: revenue +31% YoY, ARR +60%. The ARR growth is the number that matters for a subscription-based security business. 60% ARR growth at this revenue scale is exceptional. If AI is genuinely compressing threat detection times and reducing false positives, enterprise security budgets will keep flowing here. Security is the last AI vertical that hasn't fully re-rated yet.

copper literally cannot handle 10,000-GPU clusters. optical modules are not optional, they're the only solution. $26B market this year, EML supply fully booked. this isn't a hype trade, it's infrastructure 💪

With Micron at $1,000 and memory stocks up 3.5% today, is this still early innings or are valuations getting stretched?? HBM demand looks structural but the stock has re-rated enormously from 2023 lows. What's your fair value view at current levels?? 🙋

Costco reported Q3 comparable sales growth of 9.8% year over year, or 6.6% excluding gasoline prices and foreign exchange effects, adding to a body of data suggesting US consumer spending has held up more durably than many expected heading into mid-2026.

The 21.5% rise in digital comparable sales and a 92.2% membership renewal rate in the US and Canada point to continued spending resilience among higher-income households, Costco's core demographic. Fed officials tracking real-time consumer activity alongside sentiment surveys will likely weigh these results as they assess whether the current rate environment is having the intended moderating effect on demand. The next PCE print and May retail sales release remain the more direct data points they are watching.