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Nvidia's 6G partnership signals a long-term infrastructure play. AI-RAN could be the next multi-year growth driver beyond GPUs.

Finally some analyst love for $Alibaba(BABA.US) . Haitong just dropped their Q3 estimates - cloud revenue up 38% yoy to 43.8B RMB driven by AI workloads. CMBI also calls them top China internet pick with full-stack AI including Pingtou Ge chips competing with Nvidia H20. This is the real AI play hiding in plain sight. Holding long since $110. 🚀

Can we talk about the irony? $Coinbase(COIN.US) launches stock trading to diversify from crypto, but the stock is down 30% YTD. Is this a desperation move or genuine evolution?

Retail just dumped $430M into $iShares Silver Tr.US while silver was crashing from $121 to $78. Vanda says over $100M added on Jan 30, the day it fell 27%. SLV at $70.74. My boomer dad always said "buy when there's blood in the streets." He might be onto something. 🩸

Market still debating valuation premium vs NAV for $Strategy(MSTR.US) . Some say overvalued, others treat it like a BTC proxy with momentum.

Ma Yun calls TB Flash Sale a “milestone battle”. Three years of no profit pressure. AWS spent $125B in 2025 to win cloud. $Alibaba(BABA.US) spending $12B to win instant retail. Same playbook, different arena. Market yawns. I accumulate. 🛒

Looking at $Coreweave(CRWV.US) trend, it's a typical AI cyclical stock: it surges when news is good, but falls quickly when sentiment fades. Many people only see the demand for AI, but ignore the debt and expansion costs of computing power companies.

$Strategy(MSTR.US) basically becoming a leveraged BTC ETF already😅Personally I feel this counter-trend buying during volatility is super high conviction but also high stress play!

$Palantir Tech(PLTR.US) It's been falling for 10 consecutive days, can it rebound?

SLV’s volatility lately has been insane — one day up sharply after a massive rally, the next day down hard when metal prices retreat. Feels like silver is a love‑hate trade right now.

$DBS Group(DBSDY.US) Long‑term momentum intact after multi‑year gains, but rate cycles and Singapore bank sensitivity still key risk factors.

$ASML(ASML.US) I'm planning to look for companies in the downstream of the industry chain.

SMCI earnings tonight. If they beat like PLTR, stock will fly. Holding my calls!

UnitedHealth’s Q4 beat on EPS isn’t enough to calm markets after revenue guidance disappointed and government Medicare-related payment proposals sharply undershot expectations, keeping insurers under pressure.

$Palantir Tech(PLTR.US)reports after the bell TODAY. The setup is intense!

The stock’s down ~12% this month, but the street expects $1.34B revenue (up 62% YoY) & EPS of $0.23. They’ve beaten estimates every quarter for 2 years. The real debate? Whether the crazy commercial growth (especially from AIP) can keep up, or if it’s slowing down like the bears say.

📌 The big divides:

- Commercial vs. Government: Gov biz is stable, but can commercial customer growth accelerate?

- AI Hype vs. Reality: Any concrete numbers on AIP adoption?

- Cash Use: Huge cash pile—any hints on buybacks to make shareholders happy?

- Analysts are literally worlds apart: Citi Bull target $235 vs. RBC Bear target $50.

Guidance for 2026 will matter more than the Q4 print. Strap in!

So… What’s your actual play and why?

Any catalysts besides political cycles?$Trump Media & Tech(DJT.US)

$Unitedhealth(UNH.US) rose to over 360 before the last earnings report, but this time it didn't even reach 350...

CoreWeave growth vs CAPEX burn — discuss.

TSMC's supplier doubling capacity for “2000X demand” isn't hyperbole. It's confirmation of the insatiable infrastructure build for AI.

$Oracle(ORCL.US) A contrarian play. If the AI infrastructure demand holds and credit fears ease, it could snap back sharply

$Alphabet - C(GOOG.US) $Alphabet(GOOGL.US) Potential competitor for compute, but also a potential cloud customer

SanDisk spikes 27.56% and MU rises 10%—storage sector is on fire thanks to Huang’s comments🔥