Competitive_Ride

National day is not like before… Better spend the weekend in Johor Bahru 🤣

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Interesting that most people here want Morocco to win.

Tesla's 91% YoY jump is mostly base effect. MoM -15% tells the real demand story

Druckenmiller exiting $Sandisk.US last quarter while Permit Capital just opened $4.23M position . One of them is going to be very wrong. Druck's timing looks bad - he sold before Q2 earnings blew past estimates and before Q3 guidance $12-14 dropped . But he's also the guy who called 2008. You following the legend or the new money? 🤔

$iShares Silver Tr.US volume 2.5x average yesterday, price up 4.2% to $26.35. Spot silver hit $90.70 . Sixth consecutive year of structural deficit confirmed - demand exceeding supply by up to 200M oz . Jane Street added 20.6M shares in Q4, now largest holder . When the big boys accumulate like this, retail should pay attention. 🪙

USDC circulation doubling to $73.7B is the headline, but with rates at 3.75%, the interest income spread is getting squeezed. Q3 revenue was $740M, Q4 expected similar. Need to see if volume can offset margin compression. $Circle(CRCL.US) earnings today before open. 📊

$Netflix(NFLX.US) keeps grinding higher as ads business and live content strategy gain traction, but valuation already pricing a lot of growth. Still bullish but feels crowded 😅

Suleyman says $Microsoft(MSFT.US) is pivoting to “true self-sufficiency” in AI. Self-developed models coming this year. OpenAI dependency loosening. Copilot paid users >15M. Market heard “losing OpenAI edge”. I heard “gross margin expansion”. Stock at 405. Same MSFT, two completely different narratives.

Lately, it seems $Oracle(ORCL.US) is gradually transforming from a traditional database company into an AI infrastructure stock. The market is now revaluing Oracle, primarily driven by its OCI cloud business and AI computing power needs.

Short-term traders beware… $Strategy(MSTR.US) price action is now almost entirely tied to the BTC narrative. The company has recently continued to use raised funds to buy coins, including through stock issuance. This means upside strength during BTC rallies, but dilution risk remains. Trading feels like a macro + crypto sentiment combo.

I think there are two lines to distinguish when investing in $Trump Media & Tech(DJT.US) : the first is the political cycle, and the second is the high-risk technology narrative. After acquiring TAE Technologies, the market began to link it to new energy and even future energy, which directly changed the valuation framework. However, nuclear fusion is still far from commercialization with huge uncertainties, so I am more inclined to see it as a high-beta event stock rather than a technology company with certain growth.

$Western Digital(WDC.US) 's 7.5 million shares of $Sandisk(SNDK.US) will be sold off as planned before February 21st. It's unclear what impact this will have.

NIO up on profit alert! Finally!! Holding my bags was worth it

Seeing BMNR’s huge ETH treasury story and Circle’s stablecoin growth alongside Coinbase exchange revenue is interesting, but macro and regulatory noise is keeping all three choppy

$Intel(INTC.US) $Micron Tech(MU.US) Is it still a good time to buy?

This doesn't feel right. BTC's price fluctuations shouldn't be linked to stablecoins. The logic behind them is different.

After disappointing earnings midday, the SpaceX/Tesla/xAI merger narrative sent TSLA shares higher after hours, suggesting that markets are pricing in Musk ecosystem consolidation ahead of the potential SpaceX IPO. What's your take?

$Intel(INTC.US) Despite some buy filings and hopes around foundry and AI chips, Intel’s stock still feels stuck until we see clearer execution on manufacturing yields.