Ethan1

genuinely torn on Oracle here. earnings beat but they are spending like crazy on AI infra and just cut 21k jobs. is the capex a moat or a debt trap. watching $145 to see if it holds before I add.

Crypto got wrecked yesterday with stocks. When traders are scared, they sell everything, including Bitcoin and COIN

$Advanced Micro Devices (AMD.US)$ up about 7% today riding the chip rebound, still carrying momentum from data center revenue surpassing Intel for the first time. EPYC plus Instinct is a real story now, not a hope. i hold a small position and i'm tempted to add on this strength, but the multiple is rich so i'll wait for it to consolidate the gain instead of chasing green.

upgrade plus broad semi strength is a nice combo but AMD is the one i always treat as a high beta NVDA. happy holder, not adding up here 🫡

added more INTC today. +11% on the Google order and Nvidia sniffing around 18A. the turnaround everyone left for dead might actually be starting 😎

heads up on the 2x SK Hynix ETF now that the real stock is listed in the US. the leverage ETF made sense when it was the only clean way to get SK Hynix exposure, but with the actual ADR trading now, that reason is gone. i'd rather own the underlying or the $Roundhill Memory ETF (DRAM.US)$ basket than pay the daily-reset decay on a 2x product. rotating out of the leverage.

$Trump Media & Tech(DJT.US)  market cap $3.05B , TTM revenue $3.68M , net loss -$144M . 828x sales. Beta 4.64 . 52-week high $30.99 exactly one year ago today . Down 64% in 1 year . Tomorrow’s token deadline changes none of this. This is not a stock, it’s a sentiment ticker. 😂

Something worth understanding happened this week. Broadcom beat expectations and guided to record numbers, and the stock fell 12%. Ciena grew revenue 40% and raised its full year outlook, and it dropped over 10%. Lululemon cut guidance and was punished too. So how can good results and bad results both get sold? The answer is expectations. A share price already reflects what the market assumes will happen, so when a company is priced for perfection, simply being very good is not enough, because very good was already in the price. The bar, in other words, was invisible. This is not a reason to panic, and it is not a reason to celebrate. It is a reminder that what matters is not whether results are good, but whether they beat what was already expected. That said, the evidence on what comes next is mixed. Generally, when even strong reports get sold across a whole sector, it suggests sentiment was stretched, not that the businesses are broken. Worth keeping in mind before reading too much into a single day.

down 16% in a day and everyone panic already 😅 the bond raise is them funding Starship and Starlink expansion, not a distress signal lah. business hasn't changed, only the price did. ngl this is the kind of dip i was waiting for. averaging in slowly, no leverage, can hold for years.

UNH’s 2026 outlook is bright—healthcare policy risks minimized

$ASML.US Keeping 100 shares—kind of regretting it now. Should have just sold everything.Will it fall below my cost basis? 😟Nothing seems to go right with my stock trading lately. Maybe I should find some time to visit a temple and pray.

SOXL is a trading tool not a hold. if you bought the dip with 3x and chips keep sliding, the daily decay eats you alive. be careful out there

NVIDIA Enters PC Silicon: What the Specs Show and What They Don't