rocket Shadow

Alphabet is raising $80B for AI infra with Berkshire putting in $10B. Yes the stock fell. But if Google wins the AI inference layer for the next decade, this $80B will look like the single best capital deployment in tech history. Short-term dilution, long-term moat 📈

THIS IS MASSIVE. SpaceX, OpenAI, AND Anthropic all on the Nasdaq fast track at the same time? This isn't just three IPOs. This is potentially the biggest tech listing wave since 2021. If all three price in the same quarter, the AI sector gets a complete re-rating and private market valuations are about to move fast.

Intel lost data center share to NVDA. Now NVDA is coming for the laptop market too. At some point Intel needs to catch a break somewhere lah 😅 the N1X announcement is just not kind to anyone wearing a blue badge

$Coinbase(COIN.US) The cryptocurrency market has been very volatile lately.

Broadcom tonight. $73B AI backlog. $10.7B AI revenue expected (+140% YoY). After MRVL +32%, HPE +20%, NVDA +6% all beating on AI demand this week, the bar is high but the demand is clearly real. I'm holding my AVGO into the print 💪

$BitMine Immersion Tech(BMNR.US)  finally showing they can execute after years of clinical setbacks. The pivot to profitability and shareholder returns is a smart move. But can they sustain it? 

Nasdaq 100 hit 27,000 for the first time and AI software index up 8.7% in ONE day. Not a meme rally. This is Anthropic S-1, COMPUTEX, HPE +40%, Micron $1000, ARM +16% all landing in the same 24 hours. The AI supercycle is printing 🚀

Meta is laying people off right now and the reason matters more than the headcount.This isn't a struggling-business layoff. Revenue is fine. This is Zuckerberg executing his AI efficiency thesis out loud. He's been saying for months that AI will handle work that entire human teams used to do. Today that's not a strategy slide. It's a pink slip.Here's why you should care even if you don't hold META: this sets the template. If Meta can cut headcount, hold margins, and still grow, every other major tech company is watching. The pressure to do the same is enormous. 📉The AI productivity trade is real. The uncomfortable part is figuring out who keeps the gains.

$Alibaba(BABA.US) BABA heading for breakout if T-Head goes public 🚀

AVGO down about 15% on a beat is the whole story. Q2 AI semi revenue was 10.8B up 143%, Q3 AI chips guided to 16B up over 200%. The selloff is not about the business, it is that they left the FY27 100B AI target unchanged when the buy side wanted a raise. Reset of expectations, not demand 🧠

If the interest rate environment is unfavorable, these high-capex companies $Coreweave(CRWV.US) may face pressure. Therefore, I personally trend-follow and won't go all in 🤔

1.5T?! that's 3x tesla's market cap pre-split...

Looking at $Trump Media & Tech(DJT.US)  from another angle, I think what truly attracts investment is its "narrative combination": social media + crypto + finance + nuclear fusion. This multi-faceted approach easily attracts short-term capital. The company's financial reports show substantial cash and financial assets, along with returns from digital assets and financial investments, providing ammunition for continuously launching new projects. The problem is, its revenue is still weak, raising questions about its long-term valuation support.