greeeedy options

nvda holding the ~$208 to $214 range into the annual meeting feels like the market already wants reassurance on blackwell and vera ramp rather than another moonshot. ngl the bar is high now, anything short of "AI demand is durable into next year" and people will fade it. not adding here, waiting for $211 to actually hold post-event before i size up.

$SanDisk (SNDK.US)$ back near 1916 and Bernstein still has a $3,000 target on it. the SK Hynix debut basically confirmed the whole memory complex, NAND included. i trimmed too early above 2000 like an idiot but the core rode the recovery. undersupplied till 2030 is the tailwind. holding, adding on dips not on green days.

Can we talk about the irony? $Coinbase(COIN.US) launches stock trading to diversify from crypto, but the stock is down 30% YTD. Is this a desperation move or genuine evolution?

Oracle just had its worst week in 25 years, down 22% in a month. the AI buildout debt is finally spooking people and the OpenAI IPO delay isn't helping. glad I trimmed near $180, not trying to catch this one yet.

Finally some analyst love for $Alibaba(BABA.US) . Haitong just dropped their Q3 estimates - cloud revenue up 38% yoy to 43.8B RMB driven by AI workloads. CMBI also calls them top China internet pick with full-stack AI including Pingtou Ge chips competing with Nvidia H20. This is the real AI play hiding in plain sight. Holding long since $110. 🚀

TSMC's supplier doubling capacity for “2000X demand” isn't hyperbole. It's confirmation of the insatiable infrastructure build for AI.

Marvell down 10% in a single day is brutal, but that is what a crowded trade unwinding looks like. not catching this midair, waiting for a base 🔪

$Apple(AAPL.US) Cuts Sales Jobs – Is This a Sign of Trouble?Apple is cutting sales jobs in a rare move, laying off dozens of employees. Does this mean the company is struggling, or is this part of a larger strategy to focus on other areas? Can this be seen as a sign of things to come for the tech giant?

Looking at $Coreweave(CRWV.US)  trend, it's a typical AI cyclical stock: it surges when news is good, but falls quickly when sentiment fades. Many people only see the demand for AI, but ignore the debt and expansion costs of computing power companies.

UnitedHealth’s Q4 beat on EPS isn’t enough to calm markets after revenue guidance disappointed and government Medicare-related payment proposals sharply undershot expectations, keeping insurers under pressure. 

Broadcom held its ground through the chip chop. custom silicon plus the AI financing angle, still a quiet compounder 💪

2025 was all about Magnificent 7 for me. $NVIDIA(NVDA.US)and $Microsoft(MSFT.US)carried my portfolio! Got greedy with a small AI startup stock and lost. 2026 plan: Stick with big tech leaders, take some profits, and set stop losses!

amd led the chip selloff down 5.76% to around $520 on HBM supply worries, but look at the setup underneath. UBS just lifted the target to $670 from $455, Meta committed up to 6GW of Instinct GPUs, Oracle building a 50k GPU cluster. the demand side is screaming while the tape panics over near term supply. i know which one i'm betting on.

Any catalysts besides political cycles?$Trump Media & Tech(DJT.US) 