TaylorSwift007

Jensen Huang just named Marvell by name at COMPUTEX. Not NVDA. Not TSMC. Marvell. The AI networking ASIC play that connects everything inside hyperscaler clusters is finally getting its moment 💪 this stock just broke out to ATH and I don't think it's done

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.

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

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

I'm genuinely puzzled — SpaceX going public is actually bad news for other space companies.After SpaceX lists, it will inevitably divert capital away from them. Investors should be running for the exits, so why is everyone piling in and driving up the prices? 🤓🤓🤓       

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. 🧪

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. 🚀

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.

$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) 

$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? 📈

Two AI infrastructure names moving hard after hours and the reasons matter more than the percentages. 📈📉 APLD is up 7%+ on a hyperscaler lease deal. This is the AI data centre trade working exactly as described: capacity operators are getting bid up because the big cloud players cannot build fast enough. If you've been watching APLD, the thesis just got validated. Don't chase the AH print — wait for the open. RKLB is down 8%+ on a USD 3 billion equity raise. That sounds bad on the surface. Read it differently: they're raising capital ahead of SpaceX's IPO to build out launch capacity. The dilution is real but the proceeds are going to work. A credible launch competitor to SpaceX at the moment SPCX goes public has genuine strategic value. I think RKLB's drop is an overreaction. The raise is dilutive short-term. The positioning play is real. If you've been waiting for a RKLB entry point, this is worth a closer look. 🚀

$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.