korbs23

every time Nvidia dips on some supply chain headline it's been a buy. loaded a bit more under $196, risk reward still skewed to the upside imo 💪

qualcomm finally has a real AI story. buying Modular to fight CUDA is the smart play, software is nvidia's actual moat not the silicon. started a small position after hours

ok the bond sale thing actually spooked me. raising ~$20B in debt right after going public is not the flex people thought it was. third red day in a row and now we're back below the june 12 debut close. i went in small at IPO thinking it only goes up lol. it's joever for the easy money phase

the inclusion pop is mostly front run already, that is normal. the real question is whether the custom chip revenue with amazon and friends keeps compounding. index flow is a one day thing, the AI ramp is the actual thesis

HOOD up 12% after firing 10% of staff. the stock market really said less workers more line go up. peak 2026 energy

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