Fantastic

This is the biggest AI week of the year. NVDA reports, Google I/O drops Gemini 3 plus AI glasses, AMD Dev Day talks MI400 software. My bet: NVDA beats but guidance soft enough to cause a 3% pullback, then ramps back. Bottom line, hold the core, trim 10% into the print, buy back the dip

Apple's "major AI advances" at WWDC is catch-up mode. On-device AI could drive upgrade cycle

Global chip export controls are a double-edged sword: protects US AI leadership but accelerates China's domestic semiconductor push

$BitMine Immersion Tech(BMNR.US)  has been the subject of much discussion lately due to its ever-growing ETH holdings, which many see as an indicator of the crypto cycle. However, the problem is that this type of "balance sheet buying" strategy can lead to a deeper price pullback than ETH itself if market risk appetite declines.....

$Taiwan Semiconductor(TSM.US) TSMC's record first-quarter profit — net income up 58% year-over-year — arrives at a moment when policymakers and economists are actively debating whether AI-driven capital expenditure can sustain broader growth if consumer demand softens under tariff pressure. The results suggest the two cycles may be more decoupled than assumed. Hyperscaler infrastructure spending appears largely insulated from trade policy uncertainty in the near term, though TSMC's updated capex guidance ($52–56B for the year) and any commentary on Arizona fab timelines will be closely read by those tracking how U.S.-China tech decoupling reshapes global semiconductor investment flows.

Not touching it pre-earnings, too binary, rather react after

Meta's $21B CoreWeave commitment shows AI capex isn't slowing. Rubin platform demand driving optical/storage names

TipRanks shows $SPDR Gold Shares.US   investor sentiment "Very Positive". 3.3% more holders last 30 days, 0.9% last week. Under 35 crowd up 0.3%, over 55 up 5.5%. Old money still loves gold. Stock at $481.28, 174B AUM. 👴

To be honest, $Trump Media & Tech(DJT.US)  reminds me of the early SPAC meme era, which was extremely volatile but received a lot of attention.

SpaceX's space data center plan is the real story. It's not an aerospace IPO; it's a cloud infrastructure IPO

Today's US stock market is very strange: the Nasdaq is experiencing huge fluctuations, and AI giants such as $NVIDIA(NVDA.US)  and $Meta Platforms(META.US) are suffering heavy sell-offs, but $Taiwan Semiconductor(TSM.US) , $AMD(AMD.US)  and $ASML(ASML.US)  are bucking the trend and rising.

$Alibaba.US The stock just keeps bouncing up and down a couple of bucks all day—at this point, all this back-and-forth has left me with nothing but frustration. I don't even trust what I see on the screen anymore.