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With the AI infrastructure trade setting records every day this week (MRVL +32%, HPE +20%, NVDA +6%), does Broadcom HAVE to absolutely smash expectations tonight to keep the momentum going?? Or is a solid inline beat enough?? 🙋 wondering how high the bar actually is

Bloomberg says $Coinbase(COIN.US)  revenue could 7x under GENIUS Act. Monness says short with $120 target. Armstrong says if rewards get banned, "we'd actually be more profitable". Stock at $160 after -6.5% day. Three views, one stock. I know which one isn't priced in. 🎲

TSMC raising 3nm prices 15% this H2 then another 10% in 2027, and Apple, NVIDIA, AMD are all just nodding and paying. Meanwhile I'm already calculating how much my next MacBook Pro is going to cost next year 😭

GOOG’s core business stability makes it a safe haven in bull market👍

Compared with flashy AI or meme trades, $Circle(CRCL.US)  feels like a slow, infrastructure-style bet that only pays off if crypto adoption keeps maturing.

CRWV's latest model got decent reviews. But competing with Chinese EVs is a nightmare

$Oracle(ORCL.US) Should be rallying in pre-market… oddly quiet right now.

Tracking the Conflict, Positioning for the Aftermath – Personal Strategy Inside

When S&P hits ATH but 8/11 sectors fall, do you treat it as a healthy AI mega-cap rally or an early warning sign of concentration risk? I genuinely can't decide which camp I'm in right now 🤔 what's your read lah

Why aren't you selling yet? If the midterm elections go poorly, it could plummet to zero.$Trump Media & Tech(DJT.US) 

AVGO Q3 guidance: revenue $29.4B (+84% YoY), AI chips $16B (+200%+ YoY). The underlying demand is real. The problem is the stock priced in $18-20B AI revenue and only got $16B. That 10-20% disappointment vs buy-side bar = 12.9% selloff. The business is fine. The valuation was stretched.

Cerebras Systems (CBRS) IPO: Reading the Day 1 print

$英伟达(NVDA.US)Nvidia is set to release its Q2 earnings on August 27, 2025. What do you think about Nvidia?

My colleague who switched to "diversified value investing" in January to avoid the AI hype is having a very quiet day. Nasdaq up to 27,000 first time ever, AI software +8.7%. Sometimes the hype is the right call lah 😏

$SPDR S&P 500.US  just sitting at $681.75 after that run from $481 low last year . $NVIDIA.US  7.61%, $Apple.US  6.94%, $Microsoft.US  5.03% making up 20% of the entire fund . When Mag 7 sneeze, SPY catches cold. But 503 holdings total means diversification still works. Just DCA and ignore the noise.