watchdog

$Coinbase(COIN.US) $BitMine Immersion Tech(BMNR.US) $Strategy(MSTR.US) $Grayscale Bitcoin Mini Trust ETF(BTC.US) In a risk-on market, this can fly. But always have an exit plan

$BitMine Immersion Tech(BMNR.US) rose for two days and then fell all at once...

Circle's 20% drop + Robinhood buyback suggests crypto retail enthusiasm fading. Institutional adoption still key

$Strategy(MSTR.US)  up almost 9% today as Bitcoin bounces back above 68k. The ultimate leverage play is waking up. Shorts feeling the heat with 14% of float borrowed

$Coinbase(COIN.US)  still a mess, continue waiting...

ngl Intel jumping 4.4% on the 18A Xeon reveal shows there's still room for the right AI infrastructure play 🚀 NVDA can't own everything forever

State of the Union speech, new 15% tariffs, Epstein investigation headlines - $Trump Media & Tech(DJT.US)  down only 0.7% premarket . Either all the bad news priced in at $9.89 or market just numb to this ticker.

CoreWeave’s shift from crypto mining to AI compute with Nvidia backing makes it feel like cloud infrastructure 2.0, but high insider sales and execution risks are discussion points among bulls and bears alike.

$Intel(INTC.US)  still feels like a turnaround story, not AI winner yet 😅 Foundry investment heavy, AI roadmap adjusting, market still comparing vs $NVIDIA(NVDA.US) /$AMD(AMD.US) 

$AMD(AMD.US) With all this AI news, why isn't AMD moving more?😪

BTC at a three month low with the longest losing streak since August, and crypto ETFs bleeding with it. risk off is real this week 🧠

$Meta Platforms(META.US) Meta teaming up with Alibaba in this move is truly unexpected. I thought big tech would at least keep up appearances, but now they’re not even pretending anymore. The synthetic data push is too aggressive, and Qwen jumping in just adds to the tension. They’re milking retail investors without blinking—everyone who was hyping open source just days ago seems to have collective amnesia. From what I can see, all the major AI players are now caught in an involution over monetization paths, a far cry from the vision they preached before.

$Apple(AAPL.US)  released its earnings report today, causing some market tension.