TaylorSwift007

Been digging into $Trump Media & Tech(DJT.US) TAE merger filing and here's what caught my eye: fusion energy commercialization is obviously years away, but the deal structure gives current shareholders half of a $6B+ company.

Truth Social revenue is basically irrelevant at this point - this is a SPAC-like vehicle for nuclear tech. 42.7% insider ownership means management eats their own cooking.

Either this goes to zero or 10x. Nothing in between. 🧪

$iShares Silver Tr(SLV.US) chart: trading around $24.50 equivalent (based on silver $91/oz). 52-week range roughly $15-$25. RSI around 68, getting warm but not overbought. Volume spiking on breakout. Holding or taking profits? 📈

$Trump Media & Tech(DJT.US) has been trying to expand its business, including streaming media, financial services, and even crypto-related ventures. Are people treating it as a speculative target or a long-term holding based on conviction?

Long-term angle — $Micron Tech(MU.US) might be underrated infrastructure layer of AI. Everyone talk GPUs but without HBM and advanced DRAM, AI scaling cannot happen.

$Netflix(NFLX.US) Looks like my Netflix subscription for the next few years will be paid for😁

QQQ weakness is hurting semis broadly, but SPY holding up suggests this is more rotation than panic. That makes me cautious on INTC and MU, but still interested in ASML.

MSTR risk is obvious, but so is the upside if Bitcoin breaks higher. This is not a fundamentals play.

Silver’s speculative and industrial dual drivers — SPY weakness might reinforce this divergence

Considering selling some MSFT into strength and buying tech laggards—who else is rotating out of MSFT?

ASML’s revenue and orders blew past expectations, but mixed guidance and China exposure decline worry some traders at current valuation levels

$Unitedhealth(UNH.US) today released its full-year 2025 results and 2026 financial guidance. Revenue growth looks solid, but that MLR at almost 90% is scary. Cost control decides everything now.

How do you view the battle between $Intel(INTC.US) and AMD in the server market?

Every time there's news about a new chip factory, I check ASML

$Coreweave(CRWV.US) seems like it's a pullback day...

ASML steady, all these AI chips start here, no drama

ASML vs TSM today. Both up, which is better long-term hold?

$AMD(AMD.US) Competition in AI chips is heating up. Execution on MI400 series is critical for 2026

$Broadcom(AVGO.US) As an AI-themed stock, can crypto-related stocks like this find a bottom this Friday? $Oracle(ORCL.US) $Coinbase(COIN.US)

Oracle's debt-fueled capex is a classic risk-on move, but it's diluting ROIC. Market right to be skeptical.

Magical Christmas rally begins tonight

$Circle.US At this price around 88, I’m kinda tempted but not really excited. Might as well sit tight and watch for now.

$Circle(CRCL.US) Circle is pushing toward 107 this week.

$AMD(AMD.US) Last night, while finalizing the annual must-pass National Defense Authorization Act, the U.S. Congress chose not to include the "GAIN AI Act." This delivered a significant lobbying victory for NVIDIA. The bill had originally aimed to restrict chip companies, including NVIDIA and AMD, from exporting advanced AI chips to China and other embargoed countries, requiring them to prioritize meeting domestic U.S. customer demand before overseas sales.