Bluegate1104

$SPDR S&P 500(SPY.US)  been stuck between 6920-6980 for a week. 6941 close, 20MA at 6850, 50MA at 6680. Volume shrinking, VIX still 24 . January’s “melt-up to 700” calls aged like milk. Now everyone waiting for CPI or Nvidia to break the range. 📊

$AMD(AMD.US)  has recently been in the spotlight again, mainly due to its competition in AI GPUs. I believe the current stock price reflects future potential, not current earnings.

Tesla earnings are always a roller coaster

Powell’s latest remarks: neutral to dovish Powell just wrapped up his speech — overall, it leaned neutral to dovish. Two key takeaways: First, he said that despite the current spike in oil prices, long-term inflation expectations remain stable. So the Fed hasn’t made any decisions yet — meaning rate hike expectations aren’t high. Second, he noted that the Fed’s asset purchases — i.e., balance sheet expansion — help lower interest rates and support the economy. That’s actually the opposite of the tapering expectations that have been circulating. Alright, neutral to dovish. The reaction from both stocks and bonds confirms that. But we’ll still need to see how oil prices react tonight. As long as oil holds steady, things should be fine. $Micron Tech(MU.US) $Microsoft(MSFT.US) $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US) $iShares barclays 20+ Yr Treasury Bd(TLT.US) $Meta Platforms(META.US) $SPDR Gold Shares(GLD.US) 

Micron's warning is critical. Memory is the oil of the AI era. A multi-year shortage means pricing power and capex cycles are just beginning.

$BitMine Immersion Tech(BMNR.US)  is increasingly resembling an Ethereum version of MSTR, with the core logic being continuous fundraising to buy ETH. 😅

CEO Hemsley hasn't sold $Unitedhealth(UNH.US) since June 2024 . Zero insider sales at $284. Last 12 months: $31.6M buys, $189k sells . 99.4% buy side. Insiders not selling at 52-week lows. That's the cleanest signal in this whole mess. 🚨

Latest quarter not yet reported, but last quarter cloud AI +34%, AI-related revenue triple-digit growth for 7 straight quarters. Management hinted 380bn RMB capex “maybe too small”. $Alibaba(BABA.US)  is not a story stock, it’s an asset stock. 22x PE for AI+retail+cloud+international, optionality is free.

They're avoiding financial reports; since the prices are about the same anyway, I'll switch to $Taiwan Semiconductor(TSM.US) first.

Just saw that Coolpad dropped $4.98M on $Strategy(MSTR.US)  at $127.58 . A Hong Kong-listed phone maker buying MicroStrategy as a "bitcoin treasury company" play. If Asian corporates start following Saylor's playbook, this thing could get interesting. They're not buying BTC directly - they're buying the corporate wrapper with built-in leverage. Smart or crazy? 🧐

2025 was all about chasing trends for me – bought some crypto, AI chips, even space stocks! Made some quick gains but also got burned on a few meme stocks😅 For 2026, I'll try to be smarter: follow news, but do my own homework first. Looking at semiconductors and maybe some dividend stocks for stability. Good luck to all!