imJanice

Trump: US and Iran had “very good and productive talks” over the past two days.

On 23 March local time, Trump posted on Truth Social that “the United States and Iran had very good and productive talks over the past two days.” He also said he has instructed a five-day pause on all military strikes against Iranian power plants and energy infrastructure.

Cannot tahan lah. Witnessed global sell-off this morning, and now we’re on a 🎢 rollercoaster? TACO time again? Will it rebound soon?

$United States Oil Fund LP(USO.US) $Invesco QQQ Trust(QQQ.US) $Proshares UltraPro QQQ(TQQQ.US) $SPDR S&P 500(SPY.US) $S&P 500(.SPX.US) $NASDAQ Composite Index(.IXIC.US) $Dow Jones Industrial Average(.DJI.US) $Gold(IN00380.US) $Silver(IN00270.US)

$Coreweave(CRWV.US) positioning for Q4 earnings tomorrow after close. Street looking for $1.55B revenue and RPO stepping up to $60-65B per Jefferies . Nvidia just dropped $2B equity investment last month and expanded partnership . This is the picks-and-shovels play for AI infrastructure. Added 200 shares at $95. 🚀

The market is treating $Unitedhealth(UNH.US) like a broken insurer, but Optum is the real story here. $1.5B annual AI investment, $1B cost savings target, and we're buying at 15x forward earnings? That's a data company priced like a utility.

$BitMine Immersion Tech(BMNR.US) now holds 4.42M ETH, 3.66% of total supply. Plus $691M cash, $200M Beast stake, $17M ORBS. Total assets $9.6B . Market cap $8.74B . Trading at 0.91x asset value. $19.22. ETH at $1,958. If ETH goes back to $3,000, assets hit $14B. Math is math. 🧮

Whoa, check out the $AMD(AMD.US) options drama yesterday. Total volume 732k contracts, but a whopping 63% were PUTS....

Egerton Capital’s John Armitage just cut 541k shares of $Meta Platforms(META.US) . Meanwhile Bill Ackman just loaded $2B, now 10% of Pershing Square. 4Q rev $59.89B beat, EPS $8.88 beat. Capex guide $115-135B for 2026, FCF might go negative. Someone is very wrong here. I’m betting on Ackman. 🐍

Silver just broke $82, -2.58% intraday . $iShares Silver Tr(SLV.US) 70.19 closed +5.25% yesterday though. 52-week range 26.57-109.83 . From $121 to $64 in 7 days, now $82. Who can trade this? Not me. IV over 100%, CME margin %-based now. I‘m just watching from sidelines. 🚫

$AMD(AMD.US) feels split lately!! Record revenue driven by AI and data center, but investors worry AI growth still lags Nvidia. Market wants proof AMD can really compete in AI.

$Intel(INTC.US) go green please🙏

From a trading perspective, $Circle(CRCL.US) is a typical event-driven, high-volatility stock. Its volatile performance after the IPO is largely due to the evolving market understanding of stablecoin business models. Many short-term investors favor it because it moves in tandem with crypto sentiment; its volatility increases when market risk appetite rises. However, the problem is that it can also experience rapid pullbacks once regulatory news or interest rate expectations change. I personally prefer to treat it as a cyclical trading instrument rather than a purely long-term holding.

DBS, SNDK and WDC remind me what stability looks like, especially after watching UNH swing around with every cycle headline.

Circle and Coinbase are still core regulated crypto plays, but price action remains tied to overall crypto sentiment. Circle benefits from USDC adoption and improving regulatory clarity, while Coinbase continues to dominate U.S. exchange volume and stablecoin flows. Institutions buying the dips is a positive signal, but near-term volatility is unavoidable until Bitcoin direction becomes clearer.

$Trump Media & Tech(DJT.US) Trump, Don't short your own stocks.😩

With PLTR earnings after close, this feels like a binary trade—beat = pop, miss = dump. Playing it or staying away?

What do you think — is now a buy‑the‑dip opportunity for Intel or not?

$Coreweave(CRWV.US) EV sector is tough right now with TSLA volatility. How's their order book?

$Unitedhealth(UNH.US) UH into earnings season?

$Circle(CRCL.US) Revenue from yield on reserves. Business is predictable, growth is slow and regulatory-dependent

$Circle(CRCL.US) Utility-like business model. Not correlated to crypto prices or equity risk sentiment in the short term. A safe haven within the digital asset sector

$Circle(CRCL.US) Acts like a low-yield bond in a high-growth sector. Not for traders seeking action.

$Oracle(ORCL.US) the dividend is nice, but that's not why most people own a “growth” cloud stock

$Trump Media & Tech(DJT.US) bro, stop lying, wake up laaa

$Oracle(ORCL.US) bro what r u doing? come back pls😫

Intel launches Panther Lake at CES—market shrugs off the new product

Looking at this calmly, the recent surge in DJT is essentially driven by a convergence of three narratives:The Trump association, the concept of fusion energy as the ultimate power source, and merger expectations.TAE itself isn’t a fringe player in the fusion energy space, but the timeline of "planning to build a power plant next year" is clearly quite aggressive.The market is pricing in the full story upfront—what happens next will depend entirely on execution.