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Rumor: Amazon AWS has stepped up procurement of AI server racks, both amount and speed, after raising its 2026 capex to US$220 billion from $200B, media report, citing unnamed supply chain sources.
-Increased 3nm custom ASIC training and inference chip orders to TSMC (via AWS chip design partner Alchip)-AI server partner Wiwynn boosts rack and switch tray production -Foxconn won CPU tray orders $Amazon(AMZN.US)Source: Dan Nystedt
$Wynn Resorts(WYNN.US) A slice of the let it rides sold today for just shy of $30 a share profit. I still own let it rides with stops in the machine. Daily chart looking ugly.
Source: Sunrise Trader
I moved up some stops today on some partials. $Qualcomm(QCOM.US) $Wynn Resorts(WYNN.US) $UPS(UPS.US) $Trade Desk(TTD.US) $ZSL
Source: Sunrise Trader
$Walmart(WMT.US) $Wynn Resorts(WYNN.US) both in 52 week high list moved up let it ride stops on both
Source: Sunrise Trader
$Wynn Resorts(WYNN.US) back over all major ma's daily. Still own it here.
Source: Sunrise Trader
Some green names holding up this morning. $Ondas(ONDS.US) $Medtronic(MDT.US) $Freeport Mcmoran(FCX.US) $Gorilla Tech(GRRR.US) $Merck(MRK.US) $Loandepot(LDI.US) $Strategy(MSTR.US) $US Antimony(UAMY.US) $Phillip Morris(PM.US) $PACCAR(PCAR.US) $Netflix(NFLX.US) $Wynn Resorts(WYNN.US)
Source: Sunrise Trader
$Wynn Resorts(WYNN.US) ex-divy today 0.25. Still own let it rides here
Source: Sunrise Trader
