joker2018～11

Is anyone else thinking NVDA's dominance might be getting too concentrated for comfort? With Marvell surging 32% just from Jensen's name-drop, it feels like one man's words are moving entire sectors. The custom ASIC angle is solid but this kind of celebrity CEO influence makes me nervous about market stability 🤌

intel went from being left for dead to the hottest meme on one trump post. the stock market is just vibes with extra steps at this point 😂

The lawsuits are getting serious now. Multiple securities fraud class actions over AI spending disclosures . When lawyers circle like this, usually means someone messed up the messaging. But the business itself still solid? $Oracle(ORCL.US) 

Spotted a huge block trade for 9988.HK this afternoon - 390k shares at HKD 154.6, a 2.5% discount. Around HKD 60 mil. Not auto-matched. Meanwhile, $Alibaba(BABA.US)  options went crazy yesterday, some puts surged 2799% on a 3% drop. Big money moving or just hedging? What's the smart money seeing that we don't? 🧐

$Trump Media & Tech(DJT.US)  reminds me of old meme-cycle names where narrative > numbers, traders focusing on catalysts instead of quarterly metrics. High risk but also high trading interest 🔥

$Unitedhealth(UNH.US)  closed at 284.37 yesterday, +1.96% but volume exploded 98% to 3.48B . 52-week range 230-599, down 46% in a year. CMS rate hike 0.09% vs expected 4-6%. First revenue decline since 1989 coming in 2026. Market says value trap. I say 15x forward PE prices in the worst. 📉

$Coinbase(COIN.US) Feels like COIN is stuck between Bitcoin price action and regulatory headlines. Hard to size a position when sentiment flips this fast every week.

$Circle(CRCL.US) will surge at the close today🫢

$Alibaba(BABA.US) Alibaba’s cloud pushing hard vs AWS/Google — thoughts?

mark: $NVIDIA(NVDA.US) -38% $Alibaba(BABA.US) -25%First buy $ASML(ASML.US) consider to buy it, but is this a good time to get in?🤨

$Oracle(ORCL.US) Oracle's earnings report this quarter was a bombshell. After-hours down 10%—absolutely stunned. Their cloud business isn't taking off, yet they're slamming down $15 billion in CapEx. Feels like they're doubling down on AI with teeth gritted. Honestly, this move seems wild. For a legacy giant to go all-in like this, not sure if it's a desperate Hail Mary or if they’ve got a real ace up their sleeve. Just averaged down and got buried immediately. Makes you wonder… is this how big the bets are in the U.S. market now?

$BitMine Immersion Tech(BMNR.US) haizzzz should have cut losses earlier😪