tehoicelimau

Oracle's 8.5% Drop Is the Market Changing the Rules on AI

$Circle(CRCL.US) This stock is suitable for the following operation at this stage: buy after hours, sell pre-market, and do nothing during the session. I've tested it for a few days, and the success rate is high

$Apple(AAPL.US) is actually in the red now. Impressive! 🤔📉

$Trump Media & Tech(DJT.US)  bouncing 2.45% today to $10.89 after hitting all-time low $9.89 yesterday. Finally some green after bleeding 25% this month. TAE fusion merger still on track for mid-2026 - that's the real value here, not Truth Social. Trading at 0.3x sales while tech peers at 5x. Contrarian play but need patience. 🧪

$Alibaba(BABA.US) 200 is the major trend, with AI models leading domestically, developing its own GPU

Musk on the Beijing delegation is a meaningful strategy signal. Tesla's China business has been navigating regulatory complexity for years — FSD data localisation, sales licensing, manufacturing incentives. Direct presidential-level visits historically unlock specific commercial outcomes (vehicle approvals, data permissions, factory permits). PM lesson: when senior executives accompany state visits, watch the joint deliverables list — that's usually where the actionable items live, not in the headlines

$Unitedhealth(UNH.US) Because people need healthcare in good times and bad. It's not a cyclical growth story, it's a steady compounder

Something's off  $Coinbase(COIN.US) Are we diving tonight?

My observation is that $BitMine Immersion Tech(BMNR.US)  seems to be a combination of crypto and equity engineering; it's not essentially a traditional company, but rather an ETH accumulation vehicle. The advantage is high upside potential, but the downside is that the lack of transparency in equity expansion might make some investors uncomfortable 😬

It's Apple's turn to start the decline! $Apple(AAPL.US)  — Let's smash that P/E ratio down!

$Alphabet(GOOGL.US) GOOGL is up just 0.07% over the past month, with an absurdly low turnover rate… but hey, it's a mega-cap stock. Institutions are holding on tight, its advertising profit model is a total cash cow, and its AI cloud business provides a solid backstop. It barely budges with every little shift in policy or interest rates, and its ETF allocation rate is super high. Honestly, it has seen all kinds of market highs and lows before. Now the company is so large that everything feels calm and steady—it’s only natural that activity in the LongBridge community isn't too hot.