HeyItsDaniel！

$Unitedhealth(UNH.US) trading at $284 with 3.1% dividend yield after the hike to $2.21 quarterly.

Payout ratio 67% which is sustainable. Analysts cut targets but average still $372 - 31% upside. Simply Wall St says 66.5% below fair value.

Someone is wrong here. Either the stock is cheap or the analysts are delusional. I know which side I'm on. 🏦

$Intel(INTC.US) Q1 EPS guidance $0.00 vs $0.08 expected looks terrible until you read the fine print: it's ALL supply, not demand.

Citi cut target to $48 but maintains Neutral. HSBC raised to $50 Hold. DBS Vickers says gross margins recover to 40% as yields improve.

This is a manufacturing problem, not a market problem. Fixable. Adding at $46.

Question for the SG investors here: With $DBS.SG at $57.92, 5.8% yield, PE 10x, and 14.2% CET1 ratio , is this a buy for income or should we wait for deeper correction? Meanwhile Granite Asia partnership announced but stock barely moved. Market sleeping on DBS.

Invesco just added 88.93% to their $Sandisk(SNDK.US) position, now 1.32M shares. Vanguard piled in $1.97B worth. Meanwhile Director Sayiner sold 26.76% of his stake at $195. 16 analysts, 76% Buy, average target $542.85. Stock at $666.49. Smart money fighting. I'm with the $9T asset manager. 🐋

$574M inflow into $Pro Ultr Silver(AGQ.US) last week, 26.9% share creation . Same week spot silver dropped from 109 to 82 . Someone is buying the dip very aggressively. Institutions or retail? TipRanks says retail +61.3% holders in 30 days . Smart money front-run or dumb money catching falling knife?

$Oracle(ORCL.US) planning massive AI cloud expansion funding up to $45-50B, market split between bullish on AI demand and worried about dilution....

With all the talk of US-China-EU tech war, $ASML(ASML.US) might be the single most geopolitically pivotal company on earth

neutral, holding it and keep an eye on its earnings

neutral, holding it and keep an eye on its earnings

When I track MU, WDC, and SNDK together, it’s obvious how sentiment drives storage stocks. One pricing headline can lift or crush all three, regardless of individual execution. That makes me treat them more like a basket than separate investments.

MU, WDC, and SNDK are absolutely tearing it up — memory stocks are benefiting from a structural AI/data-center demand squeeze, with Micron’s HBM/DRAM selling out and SanDisk’s strong revenue prints. WDC’s buybacks and rising storage pricing only add fuel to the fire. It really feels like we’re in a memory supercycle right now — just make sure you manage risk if stuff gets overextended.

$Intel(INTC.US) What's the situation lately? Are there any negative news?

Musk's plan to build his own chip factory scared the night market into a drop, haha, this is a positive not a negative, it shows TSMC is the unavoidable one

CoreWeave$Coreweave(CRWV.US) remains at center of Nvidia’s AI infrastructure plans.

$Oracle(ORCL.US) stock’s debt story keeps me cautious.

$Coreweave(CRWV.US) It's almost breaking even, finally! Just keeping a small position to ride out the fluctuations

$Coreweave(CRWV.US) Let's pull back first, haha, feels like it's coming again

$Taiwan Semiconductor(TSM.US) For TSM, any drop is an opportunity

Every AI breakthrough, every new chip design, ends up at TSM's door, ultimate toll road business

$Coreweave(CRWV.US) come back n fetch me🥲

$Trump Media & Tech(DJT.US) It's like a casino, not an investment😅

$Alphabet - C(GOOG.US) $Alphabet(GOOGL.US) 4 trillion! The Siri deal is a masterstroke

ASML’s rally is justified by fundamentals, not hype—still undervalued

$Intel.US fell in pre-market trading and plummeted even harder during the session.