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Burry Is Short Nvidia. Here Is What the Positioning Actually Says

is AMD actually winning AI share or just riding the sector tide again? real question on a day everything chip is green 🤔

intel from under $100 to around $139 in like two weeks sia. i fully gave up on this stock and now my kopi went cold staring at the chart 🐶

Microsoft is Quietly Eating the Memory Inflation, and That is the Whole Point

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. 🎲

Alphabet Just Joined the Dow, and the AI Talent War Is the Real Story

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

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

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

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.

WDC was the only chip name in the green while the whole sector bled out today. that Sandisk share swap is quietly tightening the float. you have to respect the relative strength

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

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 🤷