To The Moon

【 LIVESTREAM RECAP｜Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles. Full replay 👉

【LIVESTREAM RECAP｜Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles. Full replay 👉

【LIVESTREAM RECAP｜Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles. Full replay 👉

【LIVESTREAM RECAP｜Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles.Full replay 👉

The $267 Argument Isn't About AI – It's About Who Gets Paid CoreWeave isn't divided by opinion — it's divided by $267. That's the gap between Wall Street's lowest published price target of $36 and its highest of $303. When professionals studying the same filings arrive at valuations separated by nearly three hundred dollars, investors should pay attention. One company. Two futures. Wall Street cannot agree That extraordinary spread tells me this isn't a debate over whether artificial intelligence is real. It plainly is. The real argument is whether a specialist GPU cloud provider can generate attractive long-term returns while spending money at a pace that would make even the largest industrial companies pause for breath. This is why $CoreWeave, Inc.(

Hello everyone! Today i want to share some trading ideas with you! 1 AI is forcing Big Tech to do something it’s never done: Spend more than it earns, and Wall Street hates it $Alphabet(GOOG)$ made history in two ways on Wednesday. First, it had its most-profitable quarter in corporate history. Reporting $112 billion in profit, that's its first 12-figured quarterly profit in history. But 69% of that came from unrealized paper gains on its stakes in SpaceX and Anthropic, not the core business, and Wall Street looked straight through it. Stripping that out, however, Google still ostensibly had an excellent quarter; its cloud computing business, now the core of the company, soared 82%. So why did investors punish Alphabet today, sendi

GEX (Gamma Exposure) is a core metric that measures market makers' risk exposure and potential institutional fund flows, accurately reflecting the invisible "push and pull" forces of the market at different price levels. I. What is GEX? Gamma Exposure (Gamma Exposure) is a key indicator viewed from the perspective of the overall market and market makers to measure market makers' risk exposure and potential market fund flows. To truly understand this function, we first need to look at the primary force in the market: Market Makers. 1. What is a Market Maker? Market makers are the middlemen of the market, commonly known as "house makers" (or liquidity providers), and their main mission is to provide market liquidity: Whenever you want to buy, they must sell to you; Whenever you want to sell,

AMDis trading near record highs after a powerful rally driven by growing optimism around its AI chips, server CPUs and full-stack infrastructure strategy. 👏 Congratulations to @Wealth Wizard , who bought the dip in $AMD(AMD)$ and is now sitting on a profit of US$39,900! 👏 Congratulations to @AKEMU, who bought the dip in $AMD(AMD)$ and is now sitting on a profit of US$21,500! Why Is AMD Rallying? AMD is no longer just selling individual chips. At its Advancing AI 2026 conference, the company unveiled a broader AI infrastructure platform combining GPUs, CPUs, networking, software and rack-scale system