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

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?

NVDA data center is basically the whole company now. Trading around 30x forward earnings which isn't cheap, but the growth rate keeps outrunning the multiple. What's your fair value target? 🤷

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. 🚀

$Apple(AAPL.US) Cuts Sales Jobs – Is This a Sign of Trouble?Apple is cutting sales jobs in a rare move, laying off dozens of employees. Does this mean the company is struggling, or is this part of a larger strategy to focus on other areas? Can this be seen as a sign of things to come for the tech giant?

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. 

2025 was all about Magnificent 7 for me. $NVIDIA(NVDA.US)and $Microsoft(MSFT.US)carried my portfolio! Got greedy with a small AI startup stock and lost. 2026 plan: Stick with big tech leaders, take some profits, and set stop losses!

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.

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

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

$BitMine Immersion Tech(BMNR.US) really shocked me with today’s plunge… closed at –7%, and total trading volume was heading toward a 13% turnover. The accumulation pace is honestly pretty scary.

Every rally is just setting up for a bigger plunge. 📉$Trump Media & Tech.US