AllIn Call

Oracle is the whole AI trade in one chart now. demand real, spending insane, market nervous about the bill 🎢

core holding, didn't touch it during the selloff and not chasing the bounce. accelerators still sold out 💤

core holding, not trading it. accelerators still sold out, Hormuz doesn't change that 💤

AAOI -17% on a CPO delay report, but Nvidia's own networking guy says no delays. someone's wrong here and I'm betting it's the panic sellers 👀

MSFT held up on a red tape, 558 trading users still active. defensive tech bid showing up when geopolitics spikes 📊

NVDA core holding, not trading it. the CPO delay drama is noise, accelerators still sold out 💤

holding MRVL since way before the hype, finally feels good to not be the clown for once 🤡➡️😎

MRVL custom silicon story is underrated next to NVDA. everyone wants the GPU, nobody talks about who connects them 🔌

The Broadcom reaction tells you everything about this tape. AI revenue up 143% and the stock falls 13% because the full year target stayed put. that is not a fundamentals problem, that is positioning. when expectations run hotter than even a blowout quarter, you get a sell the news drop followed by a quick reclaim once the weak hands are out, which is roughly what the bounce into the low 400s is showing. watch whether it can hold above that breakout area. if it does, the dip was just a reset, not a top.

jobs report doubles expectations and the market tanks, Nasdaq worst day since April. so we are openly rooting for bad data now?? make it make sense 😤

calling it, AVGO bounces once the rotation cools, this is positioning not fundamentals 📸

Nine sessions straight of gains and the moment the Fed says "we might hike," boom. Down 600 points. The market was so drunk on AI optimism it forgot inflation hasn't gone anywhere 😤 Logan had to be the one to say it

Broadcom beats tonight. AI revenue comes in at $11.5B+ vs the $10.7B guide. Stock gaps up 10% AH and sets a new ATH by morning. Hock Tan raises the 2027 $100B AI revenue target even higher. I said what I said 📸

HPE up 40% after hours. Dell was up 30% on similar AI server results two weeks ago. These are not coincidences. Enterprise AI hardware demand is real and accelerating faster than anyone modelled 12 months ago 🚀💪

S&P 500 hits ATH but 8 of 11 sectors are in the red. Index going up because of like 5 stocks. This is the most uncomfortable bull market to hold a diversified portfolio through 😤 feels like winning but losing at the same time

Dell Had a Monster Quarter. That Doesn't Mean You Should Buy at +30%.

Dell's Q1 FY2027 numbers were genuinely excellent. AI server revenue up 757%, USD 51.3 billion backlog, full-year guidance of USD 167 billion. The business has transformed. I'm not questioning that.

What I am questioning is the impulse to buy after a 30% after-hours surge.

The investors who benefit most from this quarter are the ones who owned DELL going into it. They did the work, took the risk, and earned the reward. Buying at the top of a 30% gap is a different trade with a different risk profile. You're not getting the original thesis at a discount; you're paying a premium for certainty that's now already priced in.

Here's a question worth sitting with: would you buy DELL for the first time today at this new price, with the same conviction you'd need to size a meaningful position? If the answer is yes, and you've done the work on margins, backlog quality, and the competitive landscape, then it might still make sense. If the answer is "I'm buying because it went up a lot," that's chasing, not investing.

The Dell turnaround from a traditional PC and enterprise server company to an AI infrastructure player is a real structural shift. The backlog and order pipeline support multi-year revenue visibility. For long-term investors who missed the move, the better question is whether to build a position slowly on pullbacks rather than chasing strength.

Patience tends to produce better entry prices than FOMO.

ASTS +13% and RKLB +5% and SpaceX hasn't even priced yet. space is no longer a meme sector 🚀 we are early

ARM broke $300 billion market cap today. Chips are in every phone, every server, every AI accelerator. This is not a small bet anymore. 🔥

Something important happened at Google I/O yesterday that the market reaction didn't fully reflect.The headline numbers: Gemini app now has 900 million active users, up 2x in a year. AI Mode crossed 1...

Three separate news items landed within 24 hours. Taken individually, each is significant. Taken together, they describe the same structural shift: AI compute is being consolidated into a small number...

NVIDIA's H200 has been approved for sale to select Chinese tech companies.The market reaction was immediate — NVIDIA's after-hours stock jumped, sending a clear message: this is good news.But as an NV...

NVIDIA is going to SIX TRILLION dollars in market cap. +20% in 7 days. Cerebras IPO popped 68% on Day 1. AI chips just had THE most aggressive single week of the entire cycle. My bet: this rally has 2-3 more weeks before the hot CPI / yield-curve pressure forces a 5-10% pullback. Bottom line: trim into strength, keep the core, watch for re-entry on the inevitable correction

NVIDIA is going to SIX TRILLION dollars in market cap. +20% in 7 days. Cerebras IPO popped 68% on Day 1. AI chips just had THE most aggressive single week of the entire cycle. My bet: this rally has 2-3 more weeks before the hot CPI / yield-curve pressure forces a 5-10% pullback. Bottom line: trim into strength, keep the core, watch for re-entry on the inevitable correction

Oracle's 44% cloud growth confirms AI demand is broadening beyond hyperscalers. The $553B backlog is staggering

Oracle's 44% cloud growth confirms AI demand is broadening beyond hyperscalers. The $553B backlog is staggering