Benjamin

genuine q for the bears: if hyperscalers keep guiding capex to 70B like Oracle, who benefits most if not NVDA? 🤔

$NVIDIA(NVDA.US) + $OpenAI(OpenAI.NA): 10 years of partnership, $100B intent, but no final deal yet😂 is it a red flag?

$Circle(CRCL.US) still can't see any chance to recover🥲

$Intel(INTC.US) when will the Intel's comeback story starts🥲

Short term $Sandisk(SNDK.US)  looks like sentiment swing machine 🤯 One day everyone shouting AI storage shortage, next day talking overbought technicals.

Apple is now holding steady at a $4 trillion market cap already.

Circle Asia is heading to Vietnam with an AI-powered pay-later plan—pretty interesting, but short term it won't move the needle for CRCL stock. Honestly, the whole Southeast Asia BNPL space is already hyper‑competitive and commoditized. Visa is just paving the way. The real wind direction will come from the Fed—whether they cut rates or not. At the end of the day, whether the company makes money is still up to the institutions. Retail investors are just along for the ride.$Circle.US

$Intel(INTC.US) Intel still has its fundamentals, right? Classic semiconductor player with PCs, data centers, and now the whole AI boom.But has no one noticed how brutally their net income has shrunk these past two years? It’s been dropping hard.The new CEO is really pushing changes — pouring money into process tech and R&D — but the burn rate honestly makes my scalp tingle…

Storage stocks feel boring, which is usually good. AI workloads will need massive high-speed storage. WDC and SNDK might quietly become key infrastructure winners without much hype.

When it does go up, it barely moves. But when it falls, it plunges sharply.$Coinbase(COIN.US) 