Nicky 

It seems the market is revaluing $Alphabet(GOOGL.US)  now. Do you think it's still value play or AI beta?

Trump-Xi summit + NVDA H200 China one-day round trip

CPI tonight... please be cool. My portfolio can't handle another red day😅

$ASML(ASML.US) Their monopoly on EUV machines means they get paid no matter which chipmaker wins the AI race

Recently, $Taiwan Semiconductor(TSM.US)  has once again become the most stable link in the AI ​​chain. The market is becoming increasingly clear that whether it's $NVIDIA(NVDA.US) , $AMD(AMD.US)  or $Apple(AAPL.US)  self-developed chips, they will ultimately rely on TSMC's advanced process technology for implementation.

$Alibaba(BABA.US) Shouldn't it‘s data centers, AI, and chips see a surge in price?

$Unitedhealth(UNH.US) Institutional ownership is very high (~88%), indicating it's a core, long-term holding for big money

Feels like $Trump Media & Tech(DJT.US)  is trading more like a political sentiment index than a normal tech stock lately. Between digital token initiatives and shareholder verification updates, market watching closely if ecosystem expansion can actually drive revenue or just hype. Personally I see high volatility but strong trading interest. 🤔

I'm optimistic about $Intel(INTC.US) in 2026. Otherwise, the US should stop talking about bringing manufacturing back to the US.

Reading through the bull/bear case on $Coreweave(CRWV.US) . Bulls: $560M backlog, Nvidia backing, Meta contracts, 235% revenue growth. Bears: 6.9x leverage, cash burn, lawsuits, insider selling, HSBC $41 target . Who's right?

$Coinbase(COIN.US)  feels more like a leveraged crypto proxy now📈📉 BTC/ETH moves get amplified in stock price. Higher trading volume helps revenue, but regulation and macro sentiment still drive volatility.