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25 billion in debt is a rounding error for a company this size, the read is they want flexibility for the buildout, not that they are short on cash 🤔

is AMD actually winning AI share or just riding the sector tide again? real question on a day everything chip is green 🤔

Microsoft is Quietly Eating the Memory Inflation, and That is the Whole Point

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. 🎲

intel from under $100 to around $139 in like two weeks sia. i fully gave up on this stock and now my kopi went cold staring at the chart 🐶

WDC was the only chip name in the green while the whole sector bled out today. that Sandisk share swap is quietly tightening the float. you have to respect the relative strength

8 posts UV on AVGO today, retail clearly still into the AI infra financing story 👀

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

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.

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

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

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

is the custom ASIC market actually big enough to make Marvell a trillion dollar company, or is that just a great stage quote 🤔

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 😭

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

optics crashed, equipment made new highs. ASML at ATH while AAOI -17% same day. the AI buildout isn't dying, the supply chain is just repricing who wins 🤷