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NVDA leads on the way up AND falls less on the way down. that's what a franchise looks like 💪

Bloomberg says $Coinbase(COIN.US)  revenue could 7x under GENIUS Act. Monness says short with $120 target. Armstrong says if rewards get banned, "we'd actually be more profitable". Stock at $160 after -6.5% day. Three views, one stock. I know which one isn't priced in. 🎲

AMD ripped with the chip complex today, and the order flow on it was huge. retail loves trading this one 🚀

TSMC raising 3nm prices 15% this H2 then another 10% in 2027, and Apple, NVIDIA, AMD are all just nodding and paying. Meanwhile I'm already calculating how much my next MacBook Pro is going to cost next year 😭

$Oracle(ORCL.US) Should be rallying in pre-market… oddly quiet right now.

GOOG’s core business stability makes it a safe haven in bull market👍

CRWV's latest model got decent reviews. But competing with Chinese EVs is a nightmare

Compared with flashy AI or meme trades, $Circle(CRCL.US)  feels like a slow, infrastructure-style bet that only pays off if crypto adoption keeps maturing.

8 posts UV on AVGO today, retail clearly still into the AI infra financing story 👀

Tracking the Conflict, Positioning for the Aftermath – Personal Strategy Inside

Why aren't you selling yet? If the midterm elections go poorly, it could plummet to zero.$Trump Media & Tech(DJT.US) 

When S&P hits ATH but 8/11 sectors fall, do you treat it as a healthy AI mega-cap rally or an early warning sign of concentration risk? I genuinely can't decide which camp I'm in right now 🤔 what's your read lah

optics crashed, equipment made new highs. ASML at ATH while AAOI -17% same day. the AI buildout isn't dying, the supply chain is just repricing who wins 🤷

$英伟达(NVDA.US)Nvidia is set to release its Q2 earnings on August 27, 2025. What do you think about Nvidia?

My colleague who switched to "diversified value investing" in January to avoid the AI hype is having a very quiet day. Nasdaq up to 27,000 first time ever, AI software +8.7%. Sometimes the hype is the right call lah 😏