Kellyk310

$Unitedhealth(UNH.US)  doesn't resemble a high-beta speculative stock... it's more like a stock whose valuation is slowly recovering. If future cost trends stabilize, institutions may return, but it won't be too stimulating in the short term

AMD's MI400 Series: The USD 7.2 Billion Challenger to Nvidia's AI Data Centre Lead

is Marvell actually a buy here or just riding the NVDA coattails?? someone explain the moat to me 🙏

Alibaba is involved in AI and has also successfully launched Taobao Flash Sale, yet its stock price hasn't risen.

January revenue +36.8% YoY to NT$401B . Q1 guidance $346-358B USD, up 30%+ . Barclays just raised target to $450 . $Taiwan Semiconductor(TSM.US) Stock at $370.04. Market still pricing in execution risk. I'm pricing in monopoly math.

$Oracle(ORCL.US) This was a bubble. It took $Cisco(CSCO.US)  21 years to return to its 2000 stock price.

Anthropic IPO incoming. Claude API is already embedded in hundreds of enterprise products, and GIC plus Temasek are both in at billion-dollar scale. If this comes public, it's probably the most consequential tech IPO in a decade 💪

$Strategy(MSTR.US) mNAV now 0.95x, first time trading below bitcoin NAV. Phong Le pivoting to perpetual preferreds to stop dilution. 11.25% yield is expensive but better than issuing equity at 30% discount. This is them admitting old playbook is broken.

USD 6 billion procurement from AWS alone. not a pilot, not a partnership announcement, an actual procurement commitment. cloud data infrastructure is no longer a "nice to have" in the AI stack, it's load-bearing. adding more on open tomorrow 💪

Please stop being the pre-market champion.$AMD.US

Crypto equities are weird right now — COIN ran up on regulatory clarity around stablecoins, and that same dynamic keeps Circle in play as the USDC issuer. But BMNR’s balance sheet stuff is wild: billions in ETH and staking plans give a treasury angle no other listed crypto firm matches. I’m watching how stablecoin laws affect Coinbase and Circle revenues, and whether BitMine’s ETH accumulation ends up outperforming pure exchange plays.

MRVL is the pick-and-shovel nobody brags about owning, but the S&P 500 add forces every index fund to hold it now 😏

SpaceX IPO June 12 at $1.75 trillion valuation. Morningstar says fair value is closer to $875B. That's buying at 2x fair value on day one. I respect the company enormously. I'm still not paying 2x for it 😅 will watch from the sidelines

$POP MART(09992.HK) Pop Mart about to drop earnings📦Low-key excited to see if their overseas growth finally matches what I’ve been seeing on the ground here. Molly, Labubu, etc. are literally everywhere in SG now.Also low-key scared to add up how many boxes I bought since last quarter. Whatever number they report… I probably helped😅Anyone else holding and hoping?