TaylorSwift007

$AMD(AMD.US) Last night, while finalizing the annual must-pass National Defense Authorization Act, the U.S. Congress chose not to include the "GAIN AI Act." This delivered a significant lobbying victory for NVIDIA. The bill had originally aimed to restrict chip companies, including NVIDIA and AMD, from exporting advanced AI chips to China and other embargoed countries, requiring them to prioritize meeting domestic U.S. customer demand before overseas sales.

How do you view the battle between $Intel(INTC.US)  and AMD in the server market?

QQQ weakness is hurting semis broadly, but SPY holding up suggests this is more rotation than panic. That makes me cautious on INTC and MU, but still interested in ASML.

My portfolio is 70% $Tesla(TSLA.US)  and my wife thinks I'm insane. But here's the thing: the market is still pricing this as a car company.Grok rolling out to Australia/NZ , Robotaxi launching in Austin, Optimus walking around factories. This is an AI/robotics company disguised as an automaker.Wedbush $600 target might actually be conservative if they execute. Yeah European sales down 17% but who cares when autonomy unlocks recurring revenue?Holding through the volatility. 🚀

$Circle.US At this price around 88, I’m kinda tempted but not really excited. Might as well sit tight and watch for now.

$Unitedhealth(UNH.US)  today released its full-year 2025 results and 2026 financial guidance. Revenue growth looks solid, but that MLR at almost 90% is scary. Cost control decides everything now.

$Coreweave(CRWV.US) seems like it's a pullback day...

Long-term angle — $Micron Tech(MU.US)  might be underrated infrastructure layer of AI. Everyone talk GPUs but without HBM and advanced DRAM, AI scaling cannot happen.

AAPL Q3：iPhone 单骑救主！946 亿收入难掩 AI 掉队危机

$Broadcom(AVGO.US) As an AI-themed stock, can crypto-related stocks like this find a bottom this Friday? $Oracle(ORCL.US) $Coinbase(COIN.US) 

Been digging into $Trump Media & Tech(DJT.US)  TAE merger filing and here's what caught my eye: fusion energy commercialization is obviously years away, but the deal structure gives current shareholders half of a $6B+ company.Truth Social revenue is basically irrelevant at this point - this is a SPAC-like vehicle for nuclear tech. 42.7% insider ownership means management eats their own cooking.Either this goes to zero or 10x. Nothing in between. 🧪

$iShares Silver Tr(SLV.US)  chart: trading around $24.50 equivalent (based on silver $91/oz). 52-week range roughly $15-$25. RSI around 68, getting warm but not overbought. Volume spiking on breakout. Holding or taking profits? 📈

Silver’s speculative and industrial dual drivers — SPY weakness might reinforce this divergence

Long-term government bonds in both the US and Japan are struggling. The core reasons are simple: weak auctions, buyers holding back, and tough financial conditions.Japan‘s bonds (JGBs) are seeing yields spike, demand is low from domestic investors, and auctions are poor. Monetary shifts by the Bank of Japan and looming fiscal promises also add pressure.US Treasuries face similar issues, with recent auctions performing badly and 30-year yields pushing higher.Overall, it’s the same story: huge government spending creates deficit worries, monetary policy has limited positive impact, and crucially, buyers are on strike.Bottom line: It‘s still not a good time to buy.$2x Long VIX Futures ETF(UVIX.US)$Tesla(TSLA.US)$Apple(AAPL.US)$NVIDIA(NVDA.US)$Alphabet - C(GOOG.US)$Alphabet(GOOGL.US)$Unitedhealth(UNH.US)$Coinbase(COIN.US)