2.75K
·
09-28
$Alphabet(GOOG)$ continue bro accumulating when it's under 330 and hit 400 when goog release Gemini 4 let's go!!!!!
3.29K
·
09-28
$TSLA 20261120 385.0 PUT$ good week for TSLA holders. Roadster news next~~~
1.64K
·
09-28
$Tesla Motors(TSLA)$ You can do better Elon.
3.66K
·
09-28
$Tesla Motors(TSLA)$ make or break week for TSLA, let's monitor if it breaks upwards and back towards previous all time highs
1.49K
·
09-28
$TSLA 20261016 460.0 PUT$ high conviction options trade - TSLA back to all time highs
2.45K
·
09-28
TSMC Just Raised AI Spending. These 6 Stocks Target the Bottlenecks Beyond Chips
🚨 AI’s Next Bottleneck Is Bigger Than Chips $Taiwan Semiconductor Manufacturing(TSM)$ just delivered record Q2 profit, raised 2026 capex to $60–$64B, and committed another $100B to U.S. chip production. CEO C.C. Wei says conviction in the multi-year AI megatrend remains very high. But here’s the bigger picture: 🧠 AI infrastructure is becoming a full-stack buildout. The bottleneck is no longer just silicon. 🔹 $Broadcom(AVGO)$ — Custom Silicon Hyperscalers are building chips optimized for their own workloads. Broadcom sits at the intersection of custom accelerators and the networking that connects them. 🔹 $Arista Networks(ANET)$ — Networking Thousands of processor
1.01K
·
09-28
$Advanced Micro Devices(AMD)$ AMD just hit $1T market cap — and my position is flying Holding AMD through this run has been one of my better calls. The stock recently crossed the $1 trillion market-cap mark for the first time, trading around the $630 level after a strong multi-day surge. Year-to-date it’s up roughly 180-195%. That’s the kind of move that turns solid positions into serious gains. What’s driving it is simple and measurable: • Data center revenue more than doubled year-over-year in the latest reported quarter (to about $6.7B). • Overall company revenue grew ~50%. • Demand for EPYC CPUs and Instinct accelerators from hyperscalers and AI customers continues to accelerate. Management has guided for data center to more than double a
TOPOutsiderLEO: I think the AI spending slowdown risk is getting overstated. Deployment wins and that 6.7B data center number matter more than the multiple right now
1.15K
·
09-28
$Microsoft(MSFT)$ Patience is really a virtue, and I'm starting to get rewarded. [Allin] [USD]
859
·
09-28
$NVIDIA(NVDA)$ looking forward to the last quarter of 2026
1.13K
·
09-28
$Frencken(E28.SI)$ slow & steady , with Amova adding stakes now
570
·
09-28
$台积电(TSM)$ boom boom... AI found its application
941
·
09-28
$SGX(S68.SI)$ Good profit for the volatile market!
1.13K
1.37K
·
09-28
$VanEck Semiconductor ETF(SMH)$
822
·
09-28
$ServiceNow(NOW)$ happy with the win.
873
966
·
09-28
$COST vs $META: Same Strength, Different Stage
Two strong names. Two very different setups. 🟢 $Costco(COST)$ — Rebuilding Momentum The bullish engulfing candle reclaimed the 5, 10 and 20-day moving averages, with the move coming after earnings and from oversold conditions. No gap. No obvious chase. That gives the setup a cleaner recovery + risk-reward profile. 🔵 $Meta Platforms, Inc.(META)$ — Managing Momentum Meta has already made the breakout. Now the signals are telling a different story: price has breached the upper Bollinger Band, while RSI and MFI are showing overbought conditions. That doesn’t automatically invalidate the trend. It simply raises the odds of consolidation after the breakout. 🔄 The common thread: Both are showing strong underlyi
1.94K
·
09-28
ORCL' DEBT SPIRAL
⚠️ This Is What a Downward Spiral Looks Like Growth depends on debt. Debt gets more expensive → the stock falls → equity becomes a weaker backstop → but growth still requires more spending → so you borrow more → and financing gets even more expensive. 🔄 That’s the spiral. $Oracle(ORCL)$ is now at the center of this debate. 🦔 Its 5-year CDS spread reportedly hit 230 bps, more than 4× the broader investment-grade index at 55 bps and dramatically higher than a year ago. At the same time, Oracle is committing massive amounts of capital to AI infrastructure. 💰 The key question isn’t simply whether AI demand is real. It’s whether the expected growth can generate enough cash flow to support the debt required to fund it. 📉 S&P’s BBB- rating leaves onl
4.03K
·
09-26
From Leaders to Laggards: Is Memory Waiting on Micron? Memory gave back Tuesday's gains on Wednesday. SanDisk fell 3.73%, SK Hynix 3.12% and Micron 2.22%. The selling carried on into Thursday's pre-market, then all three bounced on Friday as oil eased after the Trump–Xi meeting. They fell together and bounced together, so this is one trade, not three. The real test is Micron's report after the close on September 30, which is about 4 AM on October 1 in Singapore. Wall Street expects $50.91 billion in revenue and $31.49 in earnings per share. Management guided about 86% gross margin, but also said price increases are moderating. The quarter also has 14 weeks, one more than usual. Bull case: 16 take-or-pay contracts lock in about $100 billion through 2030. HBM4 has already shipped over $1 bil
TOPThe 14-week quarter and that 86% gross margin guide matter more than the revenue beat. I care more about how the extra week distorts inventory turns.
4.47K
·
09-27
👟 NKE: THE COMEBACK TRADE NOBODY WANTS TO TALK ABOUT?
One stock I’m watching is $Nike(NKE)$ . The setup is pretty simple: the world’s biggest sportswear brand has been struggling, and the market has become increasingly impatient. Nike reports fiscal Q1 earnings on October 1, with consensus around $0.44 EPS and $11.3B revenue.  But the interesting part isn’t the earnings estimate. It’s whether Nike can finally show signs that the turnaround is working. 👟 China is the big question. Greater China sales fell 17% on a constant-currency basis in Nike’s most recent quarter, making the region one of the biggest problems management needs to address.  🇺🇸 Then there’s North America. Wholesale revenue has been growing, but that hasn’t translated into overall sales growth. That raises an uncomfortable
TOPStill has more work to do. That turnaround debate shows up here every week lol