Big_Angel

Nvidia trades around $211 going into Wednesday's annual shareholder meeting, which lands early Thursday Singapore time. The stock has chopped in a roughly $208.6 to $214 band, and that compression tel...

while everyone argues about intel and apple, tsmc just keeps printing 30% revenue growth and runs the most advanced fabs on earth. the boring giant that actually makes everyones chips 💪

TSM +3% on monster May sales, AI demand extremely robust per management. this is the steadiest 1T plus name in the whole AI trade, screenshot this 🏹

still the most watched name in my feed even on a red day. NVDA holding while MRVL and INTC crater tells you where the quality is

bought the top last week like a genius and now this. this is fine 🐶🔥

+7.54% in a day is a lot to chase. love the custom silicon story but i want a pullback, not a vertical green candle, to add 🫳

happy holder but not adding AMD at 547 into a market melt up. high beta NVDA, i let it ride 🫡

not chasing up here, valuation is rich and a lot of good news is in. happy holder, not adding at the highs 🥱

not chasing here, valuation is full and the easy money in this cycle is behind us. happy to wait for a real pullback 🥱

this is not all or nothing lah. the giants with distribution and data survive, the weak small caps get eaten. winners and losers, not extinction 👀

big run already though. a single Jensen quote sending it this far makes me cautious, not bold. great company, fully priced for now 🫳

AMD riding the semis bounce and the TSMC pricing read-through. if AI silicon is tight, AMD sells everything it makes 💪

added a little into the fear this week, feeling fine about it today. not financial advice 🫡

NVDA first to bounce when this risk-off passes, it always leads. screenshot this 🏹

ORCL beat everything and STILL dropped 7%. market said show me returns on that 70B capex first 📊

Broadcom's new financing platform with Apollo and Blackstone looks like a finance story on the surface. Look closer and it's one of the smartest strategic moves I've seen in the AI infrastructure race...

NVDA the first to recover when this risk-off passes, calling it. it always leads the bounce 🏹

added MSFT on the tech rebound. boring megacap that keeps printing, my portfolio's ballast 🛋️

between Copilot, Azure and OpenAI exposure, MSFT is basically a diversified AI bet in one ticker. still my largest holding

MSFT quietly green while everyone watches the chip fireworks. the Azure AI story just compounds in the background 🧠

Low-key the 20 robotaxis in Austin is giving me small-scale pilot vibes, but 2,961 orders making TSLA the most-traded shows retail is buying the hype. The real test is whether they can scale beyond 20 cars without major incidents 🤔

Low-key the 20 robotaxis in Austin is giving me small-scale pilot vibes, but 2,961 orders making TSLA the most-traded shows retail is buying the hype. The real test is whether they can scale beyond 20 cars without major incidents 🤔

The question on every memory investor's mind: with Micron through $1T, is this a durable supercycle or the part of the cycle where you get hurt? Start with the numbers DRAM average selling prices rose...

every "AI chip is bulletproof" guy very quiet today 💀