korbs23

every time Nvidia dips on some supply chain headline it's been a buy. loaded a bit more under $196, risk reward still skewed to the upside imo 💪

INTC popped 10% on a BofA upgrade and the chip bounce. one upgrade and suddenly everyone loves it again 🤡

ok the bond sale thing actually spooked me. raising ~$20B in debt right after going public is not the flex people thought it was. third red day in a row and now we're back below the june 12 debut close. i went in small at IPO thinking it only goes up lol. it's joever for the easy money phase

WDC up 16 in a day and somehow still under the radar versus Micron. AI storage is bigger than just HBM 💪

INTC fading with the group, the Google TPU foundry hype cooled fast 😮‍💨

Trump freezing Medicare rates + that weak earnings (revenue miss, net income down ~69% YoY) really sent $Unitedhealth(UNH.US)  into free fall. Stock's tanked from its $600 peak in '25. But honestly… are we all just ignoring the elephant in the room? The DOJ investigation into their Medicare billing is STILL hanging over them. If that goes badly, it's another major headline drop waiting to happen. Feels like everything's stacked against UNH this year — a rebound to $600 looks like fantasy right now. Okay, fine, there's a tiny chance DOJ clears them and we get a relief rally like Google after its antitrust wins. But until then… is this just the calm before another storm? Or is the worst already priced in?

36 analysts, $Oracle(ORCL.US)  range $155 to $400. Citizens cut to $285 from $342, Piper Sandler to $240 from $290, Morgan Stanley to $213 from $320 . Jefferies still at $400. Stock at $141. When analysts disagree this much, truth is in the middle. Middle is $277, 96% upside

$Coinbase(COIN.US) still the easiest stock for normies to get crypto exposure. that's valuable

70 plus launches on the manifest and Q1 revenue up 63% to 200 million. the business is firing, the stock just got caught in the SpaceX vacuum today. buying this dip 🔥

$ASML(ASML.US) The surge is directly fueled by TSMC's "blockbuster" results and outlook. Strong logic/foundry capex = more ASML machines, simple equation.

AMD lagging the rebound a bit but still in the AI conversation. cheap relative to NVDA or value trap? 🤷

$Coreweave(CRWV.US)  $55.6B backlog, added $25B in Q3 alone . 2026 revenue consensus $12.04B, +135% yoy . NVDA just invested another $2B at $87.20/share . Citizens PT $180, Deutsche $140. This is not a hopium story, it’s a contract story. 📄

Quick ranking by risk for the space basket: RKLB safest — actual revenue, growing launch backlog, real pick-and-shovel play. DXYZ middle ground — indirect SpaceX via VC fund, NAV premium narrows post-IPO. UFO/NASA more diversified and lower vol. ASTS highest risk — pre-revenue satellite broadband, binary outcome. RDW and VCX small cap, high volatility. All green today though 📊

Tesla TERAFAB project — 1 TW compute output? Sounds insane

the inclusion pop is mostly front run already, that is normal. the real question is whether the custom chip revenue with amazon and friends keeps compounding. index flow is a one day thing, the AI ramp is the actual thesis

The IV Crush section is well explained. Speed of entry and exit really is everything with earnings plays.

AEM, UMS, Frencken: Singapore's Semiconductor Supply Chain Is Finally Getting Its Moment 📊