korbs23

All eyes on the AI names but honestly the Trump-China summit outcome probably matters more for the broader market direction this week

All eyes on the AI names but honestly the Trump-China summit outcome probably matters more for the broader market direction this week

Europe's move away from Russian oil has made the U.S. a key supplier, shipping more than double the crude volume of the traditional North Sea Brent grades. This physical shift, plus the 2023 inclusion...

Tesla TERAFAB project — 1 TW compute output? Sounds insane

Micron's $25B+ capex is concerning. Memory has always been cyclical, even with AI demand

Micron's $25B+ capex is concerning. Memory has always been cyclical, even with AI demand

Jane Street increasing $Strategy(MSTR.US) stake by 473% to 951k shares while price is crashing . Institutions buying the dip while retail panics. Saylor keeps buying too - another 592 BTC at $67k last week . Smart money sees something we don't?

$Intel(INTC.US) up 5.7% yesterday on huge volume. SambaNova partnership is interesting - they get access to AI workloads, we get exposure to the AI story without buying at Nvidia valuations. But can they really compete in GPUs?

36 analysts, $Oracle(ORCL.US) range $155 to $400. Citizens cut to $285 from $342, Piper Sandler to $240 from $290, Morgan Stanley to $213 from $320 . Jefferies still at $400. Stock at $141. When analysts disagree this much, truth is in the middle. Middle is $277, 96% upside

DA Davidson just initiated Neutral, $45 PT. Calls $Intel(INTC.US) “the hardest reset in semiconductor history” . Q1 EPS guide $0.00. Stock up 121% in 6 months but still not profitable. 44 analysts average Hold, PT $44.27 below current price. Ultimate “show me” story. I’m waiting. 🛑

$Coreweave(CRWV.US) $55.6B backlog, added $25B in Q3 alone . 2026 revenue consensus $12.04B, +135% yoy . NVDA just invested another $2B at $87.20/share . Citizens PT $180, Deutsche $140. This is not a hopium story, it’s a contract story. 📄

Silver/Gold ratio now 63.3x, historical mean 68x. Silver lagging despite industrial deficit. $Pro Ultr Silver(AGQ.US) 2x leverage but same lag. Holding AGQ here is betting on catch-up trade, not momentum. I’m nibbling but keeping size small.

Trump freezing Medicare rates + that weak earnings (revenue miss, net income down ~69% YoY) really sent $Unitedhealth(UNH.US) into free fall. Stock's tanked from its $600 peak in '25.

But honestly… are we all just ignoring the elephant in the room? The DOJ investigation into their Medicare billing is STILL hanging over them. If that goes badly, it's another major headline drop waiting to happen. Feels like everything's stacked against UNH this year — a rebound to $600 looks like fantasy right now.

Okay, fine, there's a tiny chance DOJ clears them and we get a relief rally like Google after its antitrust wins. But until then… is this just the calm before another storm? Or is the worst already priced in?

Looking longer term, Alibaba may be transitioning from growth stock to value-tech hybrid. Revenue growth is not explosive anymore, but valuation remains relatively compressed compared to global peers.

The company is focusing on refining its business structure, improving capital allocation, and investing in AI infrastructure through cloud. If management succeeds, earnings stability could improve even without high top-line growth.

For long-term investors, the debate is whether China macro risks justify the current discount, or if the downside is already largely priced in.

$Netflix(NFLX.US) I tried to buy at the bottom but ended up buying halfway up the mountain.🥲

$Alibaba(BABA.US) Sending red envelopes can help get things started, but relying solely on red envelopes to attract customers will only lead to a continuous flow of money. A company still needs to rely on its core strengths.

The positive news that a SoftBank division will collaborate with Intel to develop next-generation memory technology has once again boosted Intel's stock price.

CoreWeave stock down despite the big Nvidia check — why?

$Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Micron Tech(MU.US) I did consider giving up. Although these stocks have broken even for now, the overall return is still a bit short. Keep trying!

AI adoption is driving enterprise demand and server orders. NVDA’s ecosystem lock-in is real, giving it pricing power.

BitMine bought ~35K ETH — bullish crypto signal.

Trump canceled tariffs, market rallied. Is that good or bad for DJT? Hard to tell with this sentiment stock.

$Unitedhealth(UNH.US) My boring, beautiful anchor. While tech stocks gyrate on AI and tariff news, UNH just... exists. Profitably.

$AMD(AMD.US) Two big partnership deals in two days! First TCS, now Autolink for smart cars. Lisa Su is on fire!

$ASML(ASML.US) The surge is directly fueled by TSMC's "blockbuster" results and outlook. Strong logic/foundry capex = more ASML machines, simple equation.