watchdog

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

$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

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...

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.

$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) 

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.

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

$Tesla(TSLA.US) Musk’s New “Space AI” Vision - Revolution or Fantasy?Elon Musk just dropped a bombshell with his new "Space AI" vision and his personal involvement in designing Tesla's AI chips. A new chip every year? That’s ambitious. Is this the next frontier for AI, or just another lofty Musk dream?

SNDK’s split from WDC has created a pure play on NAND demand, and year-to-date returns have been insane.

ASML feels like long-term hold, short-term pain.

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

$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.

$NVIDIA(NVDA.US) $Coreweave(CRWV.US) Isn't NVIDIA constantly overhyped? CoreWeave is seen as closely linked to it, yet they just announced a $2 billion convertible bond offering, and the stock immediately pulled back.  Yesterday everyone was talking about new highs, and today it's all quiet. Something feels off, but I can't quite explain it. Glad I didn't chase the hype—this kind of emotional roller coaster is exhausting to just watch and wait.