Before the Snapdragon Summit kicks off, worth flagging what's floating around this week. Reports say Amazon is weighing up to $60B in AI chip purchases plus $4B in warrants tied to Qualcomm. That would be QCOM's largest disclosed AI infrastructure commitment to date, and the warrant structure looks similar to what AMD did with OpenAI, giving Amazon upside if the stock re-rates. Neither company has confirmed it yet though, so I'm treating it as a rumor until there's an actual filing or earnings call mention. Watching for confirmation over the next few sessions.
Benjamin
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SpaceX back at its 135 IPO price and honestly this is the level i wanted. thin float means it rips on any good Starship news. picked up a starter here, if it flushes to 120 i add more 🚀
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Micron Reports Wednesday. Here Is What Actually Matters Beyond the Headline Number
Everyone is going to stare at the revenue number on Wednesday night. I think that is the wrong line to watch. The setup Micron reports fiscal Q3 after the close on June 24, which lands roughly 4am Sin...
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Warsh's First Meeting Was a Message, Not Just a Decision
The decision was a hold, the signal was hawkish The Federal Reserve left rates unchanged at 3.50 to 3.75 percent in a unanimous vote. That was the easy part and fully expected. The story sits in the p...
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genuine q for the bears, if TSMC can raise prices 15% and customers still pay, how is AI demand peaking? 🤔
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genuine q for the bears: if hyperscalers keep guiding capex to 70B like Oracle, who benefits most if not NVDA? 🤔
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ORCL tonight. the 553B backlog is the whole game, not EPS. if they show it converting into real revenue, this thing re-rates hard 📈
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ORCL jumped up the attention board into its print, 9 community posts already. OCI growth + RPO is the whole story tonight 📊
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Oracle reports FY26 Q4 after the close. Consensus is about USD 19.1B in revenue, up 20%, but this stock trades on cloud, not the headline. With RPO near USD 553B and OCI up 84%, the bull case is backlog conversion and the risk is AI capex squeezing margins. I would watch the FY27 guide more than the EPS line.
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DeepSeek allegedly using banned Nvidia chips, dragging down whole sector. $Alibaba(BABA.US) -2.9% to $147.8 on HKEX, volume 35M shares, active sell ratio 64:36 . Market dumping first, asking questions later. Classic overreaction or real risk? I'm watching for dip buyers.
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UBS just added 128% more $Strategy(MSTR.US) in Q4, now sitting on 576k IBIT shares too. Rhumbline Advisers also boosted 16.1% to 313k shares . $7T asset manager loading up while retail runs from $104 low. Stock at 123.00. They see what we don‘t. 🐋
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WELCH & FORBES just added 15,846 $SPDR S&P 500(SPY.US) shares in Q4 . Meanwhile NORTHWESTERN MUTUAL cut 99.6% of their position . Same ETF, two opposite moves. Q4 was SPY $580-600 range. Who’s right? My guess: the one adding when others panic. 🧐
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Short term $Sandisk(SNDK.US) looks like sentiment swing machine 🤯 One day everyone shouting AI storage shortage, next day talking overbought technicals.
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Storage stocks feel boring, which is usually good. AI workloads will need massive high-speed storage. WDC and SNDK might quietly become key infrastructure winners without much hype.
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Is AMD’s buy-point now or post-earnings?
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$Circle(CRCL.US) still can't see any chance to recover🥲
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Holding firm?$ASML(ASML.US)
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When it does go up, it barely moves. But when it falls, it plunges sharply.$Coinbase(COIN.US)
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$Intel(INTC.US) when will the Intel's comeback story starts🥲
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Apple is now holding steady at a $4 trillion market cap already.
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Circle Asia is heading to Vietnam with an AI-powered pay-later plan—pretty interesting, but short term it won't move the needle for CRCL stock. Honestly, the whole Southeast Asia BNPL space is already hyper‑competitive and commoditized. Visa is just paving the way. The real wind direction will come from the Fed—whether they cut rates or not. At the end of the day, whether the company makes money is still up to the institutions. Retail investors are just along for the ride.$Circle.US
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$Apple(AAPL.US) Apple looks like a great entry point.
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$NVIDIA(NVDA.US) + $OpenAI(OpenAI.NA): 10 years of partnership, $100B intent, but no final deal yet😂 is it a red flag?
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$NVIDIA(NVDA.US) I’m still taking a wait-and-see approach on NVIDIA going all-in on AI. You have to respect the strategy, but the valuation is seriously overstretched, and even top short-sellers like Burry can’t resist pushing back. Honestly, the market’s sentiment and the fundamentals are starting to diverge — any upside now depends on massive downstream outperformance, and one slip could trigger a stampede. The lesson is simple: don’t blindly chase at the highs just because it’s the hot narrative. Wait for real earnings confirmation before sizing up, or else a bull can turn into a bear in an instant.
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$Intel(INTC.US) Intel still has its fundamentals, right? Classic semiconductor player with PCs, data centers, and now the whole AI boom.
But has no one noticed how brutally their net income has shrunk these past two years? It’s been dropping hard.
The new CEO is really pushing changes — pouring money into process tech and R&D — but the burn rate honestly makes my scalp tingle…