$Alphabet(GOOG)$ I see strong growth momentum in Google Cloud, which is projected to sustain over 30% expansion in 3Q, fueled by accelerating AI workloads. The segment’s $110 billion backlog, up 15% QoQ, underscores solid enterprise demand as Alphabet targets $100 billion+ in annual recurring revenue by 2027. Investors are also watching how Alphabet monetizes Gemini Ultra and AI Overviews, now appearing in over 30% of searches, with AI-related revenue expected to surge 50% YoY to above $2 billion.
$MSTX 20251031 37.0 PUT$ MSTR has evolved into Wall Street’s largest Bitcoin balance sheet experiment, surpassing many ETFs and even sovereign reserves in Bitcoin holdings. By leveraging equity and debt instead of mining, MicroStrategy is redefining how corporate finance aligns with digital assets. With Bitcoin ETFs opening the door for institutional inflows, the firm is uniquely positioned to benefit both as a proxy and competitor. Its hybrid identity—part tech innovator, part Bitcoin sovereign fund—makes it a compelling long-term exposure to the digital asset economy.
$Advanced Micro Devices(AMD)$ Looking good so far. Might trim position a bit before earnings. If any slight miss or slight forecast issues it can tank.
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Traded TSLL using Cash Boost Account (CBA) @Tiger_CashBoostAccount @Tiger_Contra @TigerStars Entered my TSLL positions at avg of $20.94 (when TSLA trading around $445-$446), anticipating that TSLA will break out of the channel at $450. Shaving some TSLL positions off when it hits my price target of $21.94 (TSLA price level around $459~) to secure this profit, leaving around 500 shares of TSLL to run if TSLA still has any
As I look at this exciting update on Qualcomm and AMD heating up the AI war, I'm impressed by Qualcomm's bold move into the AI data center market. Launching new chips and computer systems to challenge NVIDIA's dominance in one of the fastest-growing semiconductor segments is no small feat. I can see why their shares surged 20% intraday following the announcement—it's a clear signal that they're serious about making a mark in this space. I'm also intrigued by the U.S. Department of Energy's $1 billion deal with AMD to build two new supercomputers. It's fascinating to think about how this partnership could push the boundaries of AI computing even further. For me, this move underscores the growing importance of advanced technology in tackling complex challenges, and I'm curious to see how AMD