Nvidia's $25B Bond Draws 3x Oversubscription: Bullish Signal or Capex Warning?

Nvidia rose 3.54% as it priced a $25 billion investment-grade bond offering that drew $85 billion in orders — more than 3x oversubscribed — with deal size upsized from an initial ~$20 billion. The longest-dated tranche tightened 25 basis points from initial guidance, with the final spread just 65 basis points over Treasuries, reflecting near-frictionless borrowing costs. Nvidia is leveraging its blue-chip credit to fund the AI arms race at minimal cost. With bond markets lining up to lend, is this further proof of its moat — or a sign of an ever-expanding capex burden?

+ Follow

+11

yahz23

06-16 23:52

Yay for nvidias ,$25b bond draws

Lanceljx

06-16 21:05

I lean toward this being a positive signal, with an important caveat. A bond deal that attracts US$85 billion of orders for a US$25 billion issuance suggests credit investors view NVIDIA as a very high-quality borrower. The ability to borrow at only a modest spread over Treasuries gives Nvidia a powerful advantage. It can fund data centres, networking, software, and AI infrastructure without heavily diluting shareholders. That strengthens the moat because: Lower cost of capital than most competitors. Greater flexibility to invest through cycles. Ability to scale faster if AI demand remains strong. The caveat is what the money is funding. If AI demand keeps growing, cheap debt today could look brilliant in hindsight. If industry capacity expands faster than demand, today's investment could

mark2012

06-15 16:07

$NVIDIA(NVDA)$ noway. Yhe stock will crash again soon when Trumps deal fails. It wont make make it to Friday. Looking forward to the drop.

nerdbull1669

06-15 07:54

Chip Stock Rebound: SOXL and High-Conviction Individual Plays

The semiconductor sector has been an absolute thriller lately. This classic "roller coaster" behavior—where a sharp multi-week pullback is followed by an aggressive, violent rip to the upside—is exactly what we expect when macro jitters collide with undeniable, structural AI fundamentals. With $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ turning on a dime and surging over 24% off its immediate lows, the big question is how to play the pre-earnings summer stretch. Has the Sector Bottomed Out? It looks highly likely that we’ve put in a solid, medium-term local bottom. What we just witnessed wasn't a crack in the fundamental AI thesis; it was an inventory and valuation "cleansing cycle." Institutional capital used macroeconomic noise to shake

Chip Stock Rebound: SOXL and High-Conviction Individual Plays

nomadic_m

06-14 17:17

$NVTS 20260612 21.5 PUT$ lower strike than previous week. Still not assigned. Will sell another put again when. Volatility is my best friend

derickt

06-14 17:11

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ perhaps time to exit. Not advisable to hold leverage etf for longer than necessary

Ervina Thie

06-14 17:02

24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.

Ervina Thie

06-14 17:02

24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.

Ervina Thie

06-14 17:00

24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.

WeChats

06-14 16:14

🎢 The Semiconductor Rollercoaster: A 24% Face-Ripping Rally Semiconductors just staged their second violent rebound of the week, proving that extreme volatility is officially the new normal. For traders navigating the chop, the intraday swings have been nothing short of historic. Here is the scoreboard from the latest explosive session: $SOXL (3x Semi Bull ETF): Surged an unbelievable +23.99% in a single day. Micron ($MU): Ripped +11.66%, successfully reclaiming the critical $99 psychological level. Marvell ($MRVL): Jumped +11.13%. Intel ($INTC): Rose +9.27%. The Structural Debate: Bottom or Trap? Since last week's brutal selloff, the market has been stuck in a relentless down-up-down-up cycle. This erratic price action has cleanly split the market into two distinct camps: 🟢 The Bull Case:

Sloth16

06-14

A 24% rally in a 3x leveraged ETF is evidence of volatility, not confirmation of a bottom. The biggest bear-market rallies often happen before the real recovery begins. I’d rather miss the first 10% of a new bull market than catch the last 20% of a bear-market trap.

Wwwww11

06-13

$SpaceX(SPCX)$ ......

PawsAndProfits

06-13

$SNDK VERTICAL 260612 CALL 1835.0/CALL 1837.5$ $GLW VERTICAL 260612 CALL 170.0/CALL 172.5$ $AMAT VERTICAL 260612 CALL 540.0/CALL 542.5$ My thesis of expecting further profit taking from whales to participate in the SPCX IPO was proven wrong by the decision from Trump to annnounce positive talks with Iran mid day on Thursday, resulting in a sharp recovery by most tech companies. My bear call positions all ended up in red, causing a bloodbath for me. I've learnt that no matter

zhingle

06-13

🚀 SOXL +24%: The Market Just Told You Something Important While many investors were waiting for “confirmation,” semiconductor stocks just delivered one of the strongest signals we’ve seen since the recent correction. SOXL surged 23.99% in a single session. Meanwhile: * Micron Technology +11.66% * Marvell Technology +11.13% * Intel +9.27% The biggest mistake investors make during corrections is assuming that bottoms will feel comfortable. They don’t. The market turns when fear is still high, headlines are still negative, and most people are still waiting for lower prices. The AI story hasn’t changed. Data centers are still expanding. Compute demand is still exploding. The world’s largest technology companies are still spending billions on chips. Yet many semiconductor names were recently pr

koolgal

06-13

The Silicon Roller Coaster & Which Chip Stocks to Buy? 🌟🌟🌟The semiconductor sector underwent an absolute high velocity short squeeze. The Direxion 3x Leveraged Semiconductor Bull ETF ( SOXL) surged a violent 24% in a single session. Memory giant Micron jumped 11.66%, networking master Marvell surged 11% and legacy titan Intel climbed 9.27%. Is this explosive bounce a good time to buy these semiconductor stocks or is it a brutal bear market trap? Let's take a closer look at what these stocks do and why they are up. $Micron Technology(MU)$ is the AI Storage Vault. Micron is one of the only 3 global companies capable of manufacturing High Bandwidth Memory (HBM). Think of graphics ch

Davelim

06-13

Not yet bottom!!! Wait for reverse signal to be safe

christopho

06-13

My view: the bottom is likely in for quality AI semiconductor names, but I'm less certain for SOXL. The recent rebound wasn't just short covering. We're seeing continued evidence that hyperscalers (Microsoft, Meta, Amazon, Google and Oracle) are still increasing AI infrastructure spending. Oracle's massive RPO growth is another signal that AI demand remains strong. That said, SOXL is a 3x leveraged ETF. Even if my long-term thesis is bullish, timing matters. A 10% pullback in semis can become a 30% drawdown in SOXL very quickly. Personally, I'd rather own NVDA, Broadcom, TSMC or SMH than hold SOXL for the long term. Bull case: ✅ AI capex keeps accelerating ✅ Fed remains supportive ✅ Data center demand continues to surprise Bear case: ❌ Higher-for-longer rates ❌ AI spending disappoints ❌ Va

sms90

06-13

S&P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty. 85x forward PE in a sector that averages 35x. That's not AI premium — that's hope. Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.

mark2012

06-12

Bottom, nowhere near. Macroeconomic picture will deteriorate. The strait will remain closed and inflation will climb. Interest rates will continue to climb. Its just the beginning. [Smile] we will enter a bear market for some time.

Ethan Parker On Markets

06-12

The AI Inflation Sorting Machine: How $690B CAPEX Separates Winners from Casualties

A Contradiction Hiding in Plain Sight On June 10, the Bureau of Labor Statistics released May CPI data. Core CPI came in at 3.8% year-over-year and 0.4% month-over-month—both above consensus expectations of 3.6% and 0.3%. Housing, transportation services, and electricity continued to drive the upside surprise. The Nasdaq Composite closed down 4.18%, its largest single-day decline in 14 months. The market's prior trading thesis was linear: ceasefire → oil price decline → inflation eases → Fed stays accommodative → tech stocks continue higher. But Brent crude had already fallen from $120 to $88. Energy's contribution to CPI was actively contracting. Inflation still printed above expectations, which means the force pushing prices higher is no longer in the energy complex. So what is? One answ

The AI Inflation Sorting Machine: How $690B CAPEX Separates Winners from Casualties

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A bond deal that attracts US$85 billion of orders for a US$25 billion issuance suggests credit investors view NVIDIA as a very high-quality borrower. The ability to borrow at only a modest spread over Treasuries gives Nvidia a powerful advantage. It can fund data centres, networking, software, and AI infrastructure without heavily diluting shareholders. That strengthens the moat because: Lower cost of capital than most competitors. Greater flexibility to invest through cycles. Ability to scale faster if AI demand remains strong. The caveat is what the money is funding. If AI demand keeps growing, cheap debt today could look brilliant in hindsight. If industry capacity expands faster than demand, today's investment could","listText":"I lean toward this being a positive signal, with an important caveat. A bond deal that attracts US$85 billion of orders for a US$25 billion issuance suggests credit investors view NVIDIA as a very high-quality borrower. 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It can fund data centres, networking, software, and AI infrastructure without heavily diluting shareholders. That strengthens the moat because: Lower cost of capital than most competitors. Greater flexibility to invest through cycles. Ability to scale faster if AI demand remains strong. The caveat is what the money is funding. If AI demand keeps growing, cheap debt today could look brilliant in hindsight. If industry capacity expands faster than demand, today's investment could","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575925143875872","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575498080944656,"gmtCreate":1781510834524,"gmtModify":1781511669905,"author":{"id":"4217445003125362","authorId":"4217445003125362","name":"mark2012","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217445003125362","idStr":"4217445003125362"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> noway. Yhe stock will crash again soon when Trumps deal fails. It wont&nbsp;make make it to Friday. Looking forward to the drop.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> noway. Yhe stock will crash again soon when Trumps deal fails. It wont&nbsp;make make it to Friday. Looking forward to the drop.","text":"$NVIDIA(NVDA)$ noway. Yhe stock will crash again soon when Trumps deal fails. It wont make make it to Friday. Looking forward to the drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":11,"link":"https://ttm.financial/post/575498080944656","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575377423766400,"gmtCreate":1781481264943,"gmtModify":1781487640361,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Chip Stock Rebound: SOXL and High-Conviction Individual Plays","htmlText":"The semiconductor sector has been an absolute thriller lately. This classic \"roller coaster\" behavior—where a sharp multi-week pullback is followed by an aggressive, violent rip to the upside—is exactly what we expect when macro jitters collide with undeniable, structural AI fundamentals. With <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> turning on a dime and surging over 24% off its immediate lows, the big question is how to play the pre-earnings summer stretch. Has the Sector Bottomed Out? It looks highly likely that we’ve put in a solid, medium-term local bottom. What we just witnessed wasn't a crack in the fundamental AI thesis; it was an inventory and valuation \"cleansing cycle.\" Institutional capital used macroeconomic noise to shake","listText":"The semiconductor sector has been an absolute thriller lately. This classic \"roller coaster\" behavior—where a sharp multi-week pullback is followed by an aggressive, violent rip to the upside—is exactly what we expect when macro jitters collide with undeniable, structural AI fundamentals. With <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> turning on a dime and surging over 24% off its immediate lows, the big question is how to play the pre-earnings summer stretch. Has the Sector Bottomed Out? It looks highly likely that we’ve put in a solid, medium-term local bottom. What we just witnessed wasn't a crack in the fundamental AI thesis; it was an inventory and valuation \"cleansing cycle.\" Institutional capital used macroeconomic noise to shake","text":"The semiconductor sector has been an absolute thriller lately. This classic \"roller coaster\" behavior—where a sharp multi-week pullback is followed by an aggressive, violent rip to the upside—is exactly what we expect when macro jitters collide with undeniable, structural AI fundamentals. With $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ turning on a dime and surging over 24% off its immediate lows, the big question is how to play the pre-earnings summer stretch. Has the Sector Bottomed Out? It looks highly likely that we’ve put in a solid, medium-term local bottom. What we just witnessed wasn't a crack in the fundamental AI thesis; it was an inventory and valuation \"cleansing cycle.\" Institutional capital used macroeconomic noise to shake","images":[{"img":"https://community-static.tradeup.com/news/46be54415c157344f1e01194dece08b5","width":"973","height":"569"},{"img":"https://community-static.tradeup.com/news/ec09e9211f092bfe123445aab37bdbed","width":"1045","height":"623"},{"img":"https://community-static.tradeup.com/news/7a7d9d1ac2d4ee9ee864431957d4e5d0","width":"1485","height":"734"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/575377423766400","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4240353692806442","authorId":"4240353692806442","name":"Bruisedrabbit","avatar":"https://community-static.tradeup.com/news/a301870dffcb1253d6a25ca3fa475e0d","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4240353692806442","idStr":"4240353692806442"},"content":"Great article! I’ve been trading SOXL for 2mo and up $207 a day some days ! One an investment of $600!","text":"Great article! I’ve been trading SOXL for 2mo and up $207 a day some days ! One an investment of $600!","html":"Great article! I’ve been trading SOXL for 2mo and up $207 a day some days ! One an investment of $600!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":575161969853304,"gmtCreate":1781428663691,"gmtModify":1781434367213,"author":{"id":"4142551860919612","authorId":"4142551860919612","name":"nomadic_m","avatar":"https://community-static.tradeup.com/news/1f3661c844e575fec696ac41d1d30e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142551860919612","idStr":"4142551860919612"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/NVTS 20260612 21.5 PUT\">$NVTS 20260612 21.5 PUT$ </a> lower strike than previous week. Still not assigned. Will sell another put again when. Volatility is my best friend","listText":"<a href=\"https://ttm.financial/OPT/NVTS 20260612 21.5 PUT\">$NVTS 20260612 21.5 PUT$ </a> lower strike than previous week. Still not assigned. Will sell another put again when. Volatility is my best friend","text":"$NVTS 20260612 21.5 PUT$ lower strike than previous week. Still not assigned. Will sell another put again when. Volatility is my best friend","images":[{"img":"https://community-static.tradeup.com/news/b5fcb229bec62678e83b4f6514a92343","width":"1032","height":"1714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/575161969853304","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575160220742888,"gmtCreate":1781428261697,"gmtModify":1781428265111,"author":{"id":"4144888663826802","authorId":"4144888663826802","name":"derickt","avatar":"https://community-static.tradeup.com/news/39af9fba1b299d25a4c88d224de77ac0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144888663826802","idStr":"4144888663826802"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> perhaps time to exit. Not advisable to hold leverage etf for longer than necessary","listText":"<a href=\"https://ttm.financial/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> perhaps time to exit. Not advisable to hold leverage etf for longer than necessary","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ perhaps time to exit. Not advisable to hold leverage etf for longer than necessary","images":[{"img":"https://community-static.tradeup.com/news/138f1053e4d1cebb31c17baf28f46b86","width":"1032","height":"1708"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/575160220742888","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575157763568528,"gmtCreate":1781427759464,"gmtModify":1781434367905,"author":{"id":"4105370378381100","authorId":"4105370378381100","name":"Ervina Thie","avatar":"https://community-static.tradeup.com/news/987b616ff46d81f66223b3be7c3f7a4b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105370378381100","idStr":"4105370378381100"},"themes":[],"title":"","htmlText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","listText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","text":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575157763568528","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575157567054136,"gmtCreate":1781427728187,"gmtModify":1781434367541,"author":{"id":"4105370378381100","authorId":"4105370378381100","name":"Ervina Thie","avatar":"https://community-static.tradeup.com/news/987b616ff46d81f66223b3be7c3f7a4b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105370378381100","idStr":"4105370378381100"},"themes":[],"title":"","htmlText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","listText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","text":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575157567054136","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575157820776656,"gmtCreate":1781427647899,"gmtModify":1781434367747,"author":{"id":"4105370378381100","authorId":"4105370378381100","name":"Ervina Thie","avatar":"https://community-static.tradeup.com/news/987b616ff46d81f66223b3be7c3f7a4b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105370378381100","idStr":"4105370378381100"},"themes":[],"title":"","htmlText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","listText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","text":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575157820776656","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575146383951520,"gmtCreate":1781424890925,"gmtModify":1781424897216,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"title":"","htmlText":"🎢 The Semiconductor Rollercoaster: A 24% Face-Ripping Rally Semiconductors just staged their second violent rebound of the week, proving that extreme volatility is officially the new normal. For traders navigating the chop, the intraday swings have been nothing short of historic. Here is the scoreboard from the latest explosive session: $SOXL (3x Semi Bull ETF): Surged an unbelievable +23.99% in a single day. Micron ($MU): Ripped +11.66%, successfully reclaiming the critical $99 psychological level. Marvell ($MRVL): Jumped +11.13%. Intel ($INTC): Rose +9.27%. The Structural Debate: Bottom or Trap? Since last week's brutal selloff, the market has been stuck in a relentless down-up-down-up cycle. This erratic price action has cleanly split the market into two distinct camps: 🟢 The Bull Case:","listText":"🎢 The Semiconductor Rollercoaster: A 24% Face-Ripping Rally Semiconductors just staged their second violent rebound of the week, proving that extreme volatility is officially the new normal. For traders navigating the chop, the intraday swings have been nothing short of historic. Here is the scoreboard from the latest explosive session: $SOXL (3x Semi Bull ETF): Surged an unbelievable +23.99% in a single day. Micron ($MU): Ripped +11.66%, successfully reclaiming the critical $99 psychological level. Marvell ($MRVL): Jumped +11.13%. Intel ($INTC): Rose +9.27%. The Structural Debate: Bottom or Trap? Since last week's brutal selloff, the market has been stuck in a relentless down-up-down-up cycle. This erratic price action has cleanly split the market into two distinct camps: 🟢 The Bull Case:","text":"🎢 The Semiconductor Rollercoaster: A 24% Face-Ripping Rally Semiconductors just staged their second violent rebound of the week, proving that extreme volatility is officially the new normal. For traders navigating the chop, the intraday swings have been nothing short of historic. Here is the scoreboard from the latest explosive session: $SOXL (3x Semi Bull ETF): Surged an unbelievable +23.99% in a single day. Micron ($MU): Ripped +11.66%, successfully reclaiming the critical $99 psychological level. Marvell ($MRVL): Jumped +11.13%. Intel ($INTC): Rose +9.27%. The Structural Debate: Bottom or Trap? Since last week's brutal selloff, the market has been stuck in a relentless down-up-down-up cycle. This erratic price action has cleanly split the market into two distinct camps: 🟢 The Bull Case:","images":[{"img":"https://community-static.tradeup.com/news/25173497e2f7d74ba4f1d4cd32eec02b","width":"688","height":"1532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575146383951520","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":574970504593832,"gmtCreate":1781382007201,"gmtModify":1781382010333,"author":{"id":"4205121410075482","authorId":"4205121410075482","name":"Sloth16","avatar":"https://community-static.tradeup.com/news/5b5164a07f97cdc8aa61a09fb7d859b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205121410075482","idStr":"4205121410075482"},"themes":[],"title":"","htmlText":"A 24% rally in a 3x leveraged ETF is evidence of volatility, not confirmation of a bottom. The biggest bear-market rallies often happen before the real recovery begins. I’d rather miss the first 10% of a new bull market than catch the last 20% of a bear-market trap.","listText":"A 24% rally in a 3x leveraged ETF is evidence of volatility, not confirmation of a bottom. The biggest bear-market rallies often happen before the real recovery begins. I’d rather miss the first 10% of a new bull market than catch the last 20% of a bear-market trap.","text":"A 24% rally in a 3x leveraged ETF is evidence of volatility, not confirmation of a bottom. The biggest bear-market rallies often happen before the real recovery begins. I’d rather miss the first 10% of a new bull market than catch the last 20% of a bear-market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574970504593832","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574879028672272,"gmtCreate":1781359639771,"gmtModify":1781404008810,"author":{"id":"4208649863399122","authorId":"4208649863399122","name":"Wwwww11","avatar":"https://community-static.tradeup.com/news/765aabda86bb3c2ff55aab8a83ddf61e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208649863399122","idStr":"4208649863399122"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ......","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ......","text":"$SpaceX(SPCX)$ ......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574879028672272","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574868809832008,"gmtCreate":1781357231057,"gmtModify":1781521919148,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569739151630202","idStr":"3569739151630202"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SNDK 20260612 1835.0 CALL BUY 1 | SNDK 20260612 1837.5 CALL SELL 1\">$SNDK VERTICAL 260612 CALL 1835.0/CALL 1837.5$</a> <a href=\"https://ttm.financial/OPT/GLW 20260612 170.0 CALL BUY 1 | GLW 20260612 172.5 CALL SELL 1\">$GLW VERTICAL 260612 CALL 170.0/CALL 172.5$</a> <a href=\"https://ttm.financial/OPT/AMAT 20260612 540.0 CALL BUY 1 | AMAT 20260612 542.5 CALL SELL 1\">$AMAT VERTICAL 260612 CALL 540.0/CALL 542.5$</a>&nbsp; My thesis of expecting further profit taking from whales to participate in the SPCX IPO was proven wrong by the decision from Trump to annnounce positive talks with Iran mid day on Thursday, resulting in a sharp recovery by most tech companies. My bear call positions all ended up in red, causing a bloodbath for me. I've learnt that no matter","listText":"<a href=\"https://ttm.financial/OPT/SNDK 20260612 1835.0 CALL BUY 1 | SNDK 20260612 1837.5 CALL SELL 1\">$SNDK VERTICAL 260612 CALL 1835.0/CALL 1837.5$</a> <a href=\"https://ttm.financial/OPT/GLW 20260612 170.0 CALL BUY 1 | GLW 20260612 172.5 CALL SELL 1\">$GLW VERTICAL 260612 CALL 170.0/CALL 172.5$</a> <a href=\"https://ttm.financial/OPT/AMAT 20260612 540.0 CALL BUY 1 | AMAT 20260612 542.5 CALL SELL 1\">$AMAT VERTICAL 260612 CALL 540.0/CALL 542.5$</a>&nbsp; My thesis of expecting further profit taking from whales to participate in the SPCX IPO was proven wrong by the decision from Trump to annnounce positive talks with Iran mid day on Thursday, resulting in a sharp recovery by most tech companies. My bear call positions all ended up in red, causing a bloodbath for me. I've learnt that no matter","text":"$SNDK VERTICAL 260612 CALL 1835.0/CALL 1837.5$ $GLW VERTICAL 260612 CALL 170.0/CALL 172.5$ $AMAT VERTICAL 260612 CALL 540.0/CALL 542.5$ My thesis of expecting further profit taking from whales to participate in the SPCX IPO was proven wrong by the decision from Trump to annnounce positive talks with Iran mid day on Thursday, resulting in a sharp recovery by most tech companies. My bear call positions all ended up in red, causing a bloodbath for me. I've learnt that no matter","images":[{"img":"https://community-static.tradeup.com/news/d703da56c40a9b8c79c717d254d40b60","width":"308","height":"512"},{"img":"https://community-static.tradeup.com/news/39a8db9a70d3762c4cc291a932d8a457","width":"308","height":"512"},{"img":"https://community-static.tradeup.com/news/95f92ad9affda60cfd3e709dca74c182","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/574868809832008","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274804085724","authorId":"3479274804085724","name":"blinkix","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274804085724","idStr":"3479274804085724"},"content":"Brutal reminder that headlines can smoke a thesis fast. Those call spreads looked safe till midday… you trimming size next round?","text":"Brutal reminder that headlines can smoke a thesis fast. Those call spreads looked safe till midday… you trimming size next round?","html":"Brutal reminder that headlines can smoke a thesis fast. Those call spreads looked safe till midday… you trimming size next round?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":574832986514184,"gmtCreate":1781348345332,"gmtModify":1781348379441,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572753591805453","idStr":"3572753591805453"},"themes":[],"title":"","htmlText":"🚀 SOXL +24%: The Market Just Told You Something Important While many investors were waiting for “confirmation,” semiconductor stocks just delivered one of the strongest signals we’ve seen since the recent correction. SOXL surged 23.99% in a single session. Meanwhile: * Micron Technology +11.66% * Marvell Technology +11.13% * Intel +9.27% The biggest mistake investors make during corrections is assuming that bottoms will feel comfortable. They don’t. The market turns when fear is still high, headlines are still negative, and most people are still waiting for lower prices. The AI story hasn’t changed. Data centers are still expanding. Compute demand is still exploding. The world’s largest technology companies are still spending billions on chips. Yet many semiconductor names were recently pr","listText":"🚀 SOXL +24%: The Market Just Told You Something Important While many investors were waiting for “confirmation,” semiconductor stocks just delivered one of the strongest signals we’ve seen since the recent correction. SOXL surged 23.99% in a single session. Meanwhile: * Micron Technology +11.66% * Marvell Technology +11.13% * Intel +9.27% The biggest mistake investors make during corrections is assuming that bottoms will feel comfortable. They don’t. The market turns when fear is still high, headlines are still negative, and most people are still waiting for lower prices. The AI story hasn’t changed. Data centers are still expanding. Compute demand is still exploding. The world’s largest technology companies are still spending billions on chips. Yet many semiconductor names were recently pr","text":"🚀 SOXL +24%: The Market Just Told You Something Important While many investors were waiting for “confirmation,” semiconductor stocks just delivered one of the strongest signals we’ve seen since the recent correction. SOXL surged 23.99% in a single session. Meanwhile: * Micron Technology +11.66% * Marvell Technology +11.13% * Intel +9.27% The biggest mistake investors make during corrections is assuming that bottoms will feel comfortable. They don’t. The market turns when fear is still high, headlines are still negative, and most people are still waiting for lower prices. The AI story hasn’t changed. Data centers are still expanding. Compute demand is still exploding. The world’s largest technology companies are still spending billions on chips. Yet many semiconductor names were recently pr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574832986514184","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574744707847352,"gmtCreate":1781326798180,"gmtModify":1781592502698,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"The&nbsp; Silicon Roller Coaster &amp; Which Chip Stocks to Buy? 🌟🌟🌟The semiconductor sector underwent an absolute high velocity short squeeze.&nbsp; The Direxion 3x Leveraged Semiconductor Bull ETF ( SOXL) surged a violent 24% in a single session.&nbsp; Memory giant Micron jumped 11.66%, networking master Marvell surged 11% and legacy titan Intel climbed 9.27%. Is this explosive bounce a good time to buy these semiconductor&nbsp;stocks or is it a brutal bear market trap? Let's take a closer look at what these stocks do and why they are up. <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> is the AI Storage Vault.&nbsp; Micron is one of the only 3 global companies capable of manufacturing High Bandwidth Memory (HBM).&nbsp; Think of graphics ch","listText":"The&nbsp; Silicon Roller Coaster &amp; Which Chip Stocks to Buy? 🌟🌟🌟The semiconductor sector underwent an absolute high velocity short squeeze.&nbsp; The Direxion 3x Leveraged Semiconductor Bull ETF ( SOXL) surged a violent 24% in a single session.&nbsp; Memory giant Micron jumped 11.66%, networking master Marvell surged 11% and legacy titan Intel climbed 9.27%. Is this explosive bounce a good time to buy these semiconductor&nbsp;stocks or is it a brutal bear market trap? Let's take a closer look at what these stocks do and why they are up. <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> is the AI Storage Vault.&nbsp; Micron is one of the only 3 global companies capable of manufacturing High Bandwidth Memory (HBM).&nbsp; Think of graphics ch","text":"The Silicon Roller Coaster & Which Chip Stocks to Buy? 🌟🌟🌟The semiconductor sector underwent an absolute high velocity short squeeze. The Direxion 3x Leveraged Semiconductor Bull ETF ( SOXL) surged a violent 24% in a single session. Memory giant Micron jumped 11.66%, networking master Marvell surged 11% and legacy titan Intel climbed 9.27%. Is this explosive bounce a good time to buy these semiconductor stocks or is it a brutal bear market trap? Let's take a closer look at what these stocks do and why they are up. $Micron Technology(MU)$ is the AI Storage Vault. Micron is one of the only 3 global companies capable of manufacturing High Bandwidth Memory (HBM). Think of graphics ch","images":[{"img":"https://community-static.tradeup.com/news/24f7705c3ae2b4507d76a158320af0b1","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/985a97f829ce3dbc1ce8b812c3f83b24","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/61eeea329d0e1d5e3b3a9820fcc0c557","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":33,"commentSize":17,"repostSize":27,"link":"https://ttm.financial/post/574744707847352","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @Shyon @JC888 @Barcode @Aqa @DiAngel @SherniceXuan 2000","text":"Nice Sharing 😁 @Shyon @JC888 @Barcode @Aqa @DiAngel @SherniceXuan 2000","html":"Nice Sharing 😁 @Shyon @JC888 @Barcode @Aqa @DiAngel @SherniceXuan 2000"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":574706135416872,"gmtCreate":1781317455646,"gmtModify":1781325380959,"author":{"id":"3581597842294526","authorId":"3581597842294526","name":"Davelim","avatar":"https://community-static.tradeup.com/news/f029015245f112cca1e8027093490acd","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581597842294526","idStr":"3581597842294526"},"themes":[],"title":"","htmlText":"Not yet bottom!!! Wait for reverse signal to be safe","listText":"Not yet bottom!!! Wait for reverse signal to be safe","text":"Not yet bottom!!! Wait for reverse signal to be safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574706135416872","isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574695087358136,"gmtCreate":1781314674233,"gmtModify":1781316485608,"author":{"id":"4094729837265930","authorId":"4094729837265930","name":"christopho","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094729837265930","idStr":"4094729837265930"},"themes":[],"title":"","htmlText":"My view: the bottom is likely in for quality AI semiconductor names, but I'm less certain for SOXL. The recent rebound wasn't just short covering. We're seeing continued evidence that hyperscalers (Microsoft, Meta, Amazon, Google and Oracle) are still increasing AI infrastructure spending. Oracle's massive RPO growth is another signal that AI demand remains strong. That said, SOXL is a 3x leveraged ETF. Even if my long-term thesis is bullish, timing matters. A 10% pullback in semis can become a 30% drawdown in SOXL very quickly. Personally, I'd rather own NVDA, Broadcom, TSMC or SMH than hold SOXL for the long term. Bull case: ✅ AI capex keeps accelerating ✅ Fed remains supportive ✅ Data center demand continues to surprise Bear case: ❌ Higher-for-longer rates ❌ AI spending disappoints ❌ Va","listText":"My view: the bottom is likely in for quality AI semiconductor names, but I'm less certain for SOXL. The recent rebound wasn't just short covering. We're seeing continued evidence that hyperscalers (Microsoft, Meta, Amazon, Google and Oracle) are still increasing AI infrastructure spending. Oracle's massive RPO growth is another signal that AI demand remains strong. That said, SOXL is a 3x leveraged ETF. Even if my long-term thesis is bullish, timing matters. A 10% pullback in semis can become a 30% drawdown in SOXL very quickly. Personally, I'd rather own NVDA, Broadcom, TSMC or SMH than hold SOXL for the long term. Bull case: ✅ AI capex keeps accelerating ✅ Fed remains supportive ✅ Data center demand continues to surprise Bear case: ❌ Higher-for-longer rates ❌ AI spending disappoints ❌ Va","text":"My view: the bottom is likely in for quality AI semiconductor names, but I'm less certain for SOXL. The recent rebound wasn't just short covering. We're seeing continued evidence that hyperscalers (Microsoft, Meta, Amazon, Google and Oracle) are still increasing AI infrastructure spending. Oracle's massive RPO growth is another signal that AI demand remains strong. That said, SOXL is a 3x leveraged ETF. Even if my long-term thesis is bullish, timing matters. A 10% pullback in semis can become a 30% drawdown in SOXL very quickly. Personally, I'd rather own NVDA, Broadcom, TSMC or SMH than hold SOXL for the long term. Bull case: ✅ AI capex keeps accelerating ✅ Fed remains supportive ✅ Data center demand continues to surprise Bear case: ❌ Higher-for-longer rates ❌ AI spending disappoints ❌ Va","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574695087358136","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574669772800232,"gmtCreate":1781308585871,"gmtModify":1781308755750,"author":{"id":"4163547894354382","authorId":"4163547894354382","name":"sms90","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163547894354382","idStr":"4163547894354382"},"themes":[],"title":"","htmlText":"S&amp;P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty. 85x forward PE in a sector that averages 35x. That's not AI premium — that's hope. Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.","listText":"S&amp;P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty. 85x forward PE in a sector that averages 35x. That's not AI premium — that's hope. Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.","text":"S&P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty. 85x forward PE in a sector that averages 35x. That's not AI premium — that's hope. Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574669772800232","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574542075716696,"gmtCreate":1781277453428,"gmtModify":1781277456759,"author":{"id":"4217445003125362","authorId":"4217445003125362","name":"mark2012","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217445003125362","idStr":"4217445003125362"},"themes":[],"title":"","htmlText":"Bottom, nowhere near. Macroeconomic picture will deteriorate. The strait will remain closed and inflation will climb.&nbsp; Interest rates will continue to climb. Its just&nbsp; the beginning.&nbsp;[Smile]&nbsp; we will enter a bear market for some time.","listText":"Bottom, nowhere near. Macroeconomic picture will deteriorate. The strait will remain closed and inflation will climb.&nbsp; Interest rates will continue to climb. Its just&nbsp; the beginning.&nbsp;[Smile]&nbsp; we will enter a bear market for some time.","text":"Bottom, nowhere near. Macroeconomic picture will deteriorate. The strait will remain closed and inflation will climb. Interest rates will continue to climb. Its just the beginning. [Smile] we will enter a bear market for some time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574542075716696","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574371756327072,"gmtCreate":1781257561386,"gmtModify":1781259406330,"author":{"id":"3532661892545607","authorId":"3532661892545607","name":"Ethan Parker On Markets","avatar":"https://community-static.tradeup.com/news/2da3692297040fae63555c8ce00dd9d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532661892545607","idStr":"3532661892545607"},"themes":[],"title":"The AI Inflation Sorting Machine: How $690B CAPEX Separates Winners from Casualties","htmlText":"A Contradiction Hiding in Plain Sight On June 10, the Bureau of Labor Statistics released May CPI data. Core CPI came in at 3.8% year-over-year and 0.4% month-over-month—both above consensus expectations of 3.6% and 0.3%. Housing, transportation services, and electricity continued to drive the upside surprise. The Nasdaq Composite closed down 4.18%, its largest single-day decline in 14 months. The market's prior trading thesis was linear: ceasefire → oil price decline → inflation eases → Fed stays accommodative → tech stocks continue higher. But Brent crude had already fallen from $120 to $88. Energy's contribution to CPI was actively contracting. Inflation still printed above expectations, which means the force pushing prices higher is no longer in the energy complex. So what is? One answ","listText":"A Contradiction Hiding in Plain Sight On June 10, the Bureau of Labor Statistics released May CPI data. Core CPI came in at 3.8% year-over-year and 0.4% month-over-month—both above consensus expectations of 3.6% and 0.3%. Housing, transportation services, and electricity continued to drive the upside surprise. The Nasdaq Composite closed down 4.18%, its largest single-day decline in 14 months. The market's prior trading thesis was linear: ceasefire → oil price decline → inflation eases → Fed stays accommodative → tech stocks continue higher. But Brent crude had already fallen from $120 to $88. Energy's contribution to CPI was actively contracting. Inflation still printed above expectations, which means the force pushing prices higher is no longer in the energy complex. So what is? One answ","text":"A Contradiction Hiding in Plain Sight On June 10, the Bureau of Labor Statistics released May CPI data. Core CPI came in at 3.8% year-over-year and 0.4% month-over-month—both above consensus expectations of 3.6% and 0.3%. Housing, transportation services, and electricity continued to drive the upside surprise. The Nasdaq Composite closed down 4.18%, its largest single-day decline in 14 months. The market's prior trading thesis was linear: ceasefire → oil price decline → inflation eases → Fed stays accommodative → tech stocks continue higher. But Brent crude had already fallen from $120 to $88. Energy's contribution to CPI was actively contracting. Inflation still printed above expectations, which means the force pushing prices higher is no longer in the energy complex. So what is? One answ","images":[{"img":"https://community-static.tradeup.com/news/fd2946d03844f4ee6d066fac52389d03","width":"768","height":"434"},{"img":"https://community-static.tradeup.com/news/1b458b7093dfe2e182b27283328b778f","width":"1467","height":"783"},{"img":"https://community-static.tradeup.com/news/410e5858acf8d5dcaef98d820ec1dfa8","width":"768","height":"580"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574371756327072","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0}],"essenList":[{"id":575925143875872,"gmtCreate":1781615121731,"gmtModify":1781615595498,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I lean toward this being a positive signal, with an important caveat. A bond deal that attracts US$85 billion of orders for a US$25 billion issuance suggests credit investors view NVIDIA as a very high-quality borrower. The ability to borrow at only a modest spread over Treasuries gives Nvidia a powerful advantage. It can fund data centres, networking, software, and AI infrastructure without heavily diluting shareholders. That strengthens the moat because: Lower cost of capital than most competitors. Greater flexibility to invest through cycles. Ability to scale faster if AI demand remains strong. The caveat is what the money is funding. If AI demand keeps growing, cheap debt today could look brilliant in hindsight. If industry capacity expands faster than demand, today's investment could","listText":"I lean toward this being a positive signal, with an important caveat. A bond deal that attracts US$85 billion of orders for a US$25 billion issuance suggests credit investors view NVIDIA as a very high-quality borrower. The ability to borrow at only a modest spread over Treasuries gives Nvidia a powerful advantage. It can fund data centres, networking, software, and AI infrastructure without heavily diluting shareholders. That strengthens the moat because: Lower cost of capital than most competitors. Greater flexibility to invest through cycles. Ability to scale faster if AI demand remains strong. The caveat is what the money is funding. If AI demand keeps growing, cheap debt today could look brilliant in hindsight. If industry capacity expands faster than demand, today's investment could","text":"I lean toward this being a positive signal, with an important caveat. A bond deal that attracts US$85 billion of orders for a US$25 billion issuance suggests credit investors view NVIDIA as a very high-quality borrower. The ability to borrow at only a modest spread over Treasuries gives Nvidia a powerful advantage. It can fund data centres, networking, software, and AI infrastructure without heavily diluting shareholders. That strengthens the moat because: Lower cost of capital than most competitors. Greater flexibility to invest through cycles. Ability to scale faster if AI demand remains strong. The caveat is what the money is funding. If AI demand keeps growing, cheap debt today could look brilliant in hindsight. If industry capacity expands faster than demand, today's investment could","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575925143875872","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575966481929960,"gmtCreate":1781625120191,"gmtModify":1781626192755,"author":{"id":"4217561256252062","authorId":"4217561256252062","name":"yahz23","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217561256252062","idStr":"4217561256252062"},"themes":[],"title":"","htmlText":"Yay for nvidias ,$25b bond draws&nbsp;","listText":"Yay for nvidias ,$25b bond draws&nbsp;","text":"Yay for nvidias ,$25b bond draws","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575966481929960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575377423766400,"gmtCreate":1781481264943,"gmtModify":1781487640361,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Chip Stock Rebound: SOXL and High-Conviction Individual Plays","htmlText":"The semiconductor sector has been an absolute thriller lately. This classic \"roller coaster\" behavior—where a sharp multi-week pullback is followed by an aggressive, violent rip to the upside—is exactly what we expect when macro jitters collide with undeniable, structural AI fundamentals. With <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> turning on a dime and surging over 24% off its immediate lows, the big question is how to play the pre-earnings summer stretch. Has the Sector Bottomed Out? It looks highly likely that we’ve put in a solid, medium-term local bottom. What we just witnessed wasn't a crack in the fundamental AI thesis; it was an inventory and valuation \"cleansing cycle.\" Institutional capital used macroeconomic noise to shake","listText":"The semiconductor sector has been an absolute thriller lately. This classic \"roller coaster\" behavior—where a sharp multi-week pullback is followed by an aggressive, violent rip to the upside—is exactly what we expect when macro jitters collide with undeniable, structural AI fundamentals. With <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> turning on a dime and surging over 24% off its immediate lows, the big question is how to play the pre-earnings summer stretch. Has the Sector Bottomed Out? It looks highly likely that we’ve put in a solid, medium-term local bottom. What we just witnessed wasn't a crack in the fundamental AI thesis; it was an inventory and valuation \"cleansing cycle.\" Institutional capital used macroeconomic noise to shake","text":"The semiconductor sector has been an absolute thriller lately. This classic \"roller coaster\" behavior—where a sharp multi-week pullback is followed by an aggressive, violent rip to the upside—is exactly what we expect when macro jitters collide with undeniable, structural AI fundamentals. With $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ turning on a dime and surging over 24% off its immediate lows, the big question is how to play the pre-earnings summer stretch. Has the Sector Bottomed Out? It looks highly likely that we’ve put in a solid, medium-term local bottom. What we just witnessed wasn't a crack in the fundamental AI thesis; it was an inventory and valuation \"cleansing cycle.\" Institutional capital used macroeconomic noise to shake","images":[{"img":"https://community-static.tradeup.com/news/46be54415c157344f1e01194dece08b5","width":"973","height":"569"},{"img":"https://community-static.tradeup.com/news/ec09e9211f092bfe123445aab37bdbed","width":"1045","height":"623"},{"img":"https://community-static.tradeup.com/news/7a7d9d1ac2d4ee9ee864431957d4e5d0","width":"1485","height":"734"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/575377423766400","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4240353692806442","authorId":"4240353692806442","name":"Bruisedrabbit","avatar":"https://community-static.tradeup.com/news/a301870dffcb1253d6a25ca3fa475e0d","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4240353692806442","idStr":"4240353692806442"},"content":"Great article! I’ve been trading SOXL for 2mo and up $207 a day some days ! One an investment of $600!","text":"Great article! I’ve been trading SOXL for 2mo and up $207 a day some days ! One an investment of $600!","html":"Great article! I’ve been trading SOXL for 2mo and up $207 a day some days ! One an investment of $600!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":574744707847352,"gmtCreate":1781326798180,"gmtModify":1781592502698,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"The&nbsp; Silicon Roller Coaster &amp; Which Chip Stocks to Buy? 🌟🌟🌟The semiconductor sector underwent an absolute high velocity short squeeze.&nbsp; The Direxion 3x Leveraged Semiconductor Bull ETF ( SOXL) surged a violent 24% in a single session.&nbsp; Memory giant Micron jumped 11.66%, networking master Marvell surged 11% and legacy titan Intel climbed 9.27%. Is this explosive bounce a good time to buy these semiconductor&nbsp;stocks or is it a brutal bear market trap? Let's take a closer look at what these stocks do and why they are up. <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> is the AI Storage Vault.&nbsp; Micron is one of the only 3 global companies capable of manufacturing High Bandwidth Memory (HBM).&nbsp; Think of graphics ch","listText":"The&nbsp; Silicon Roller Coaster &amp; Which Chip Stocks to Buy? 🌟🌟🌟The semiconductor sector underwent an absolute high velocity short squeeze.&nbsp; The Direxion 3x Leveraged Semiconductor Bull ETF ( SOXL) surged a violent 24% in a single session.&nbsp; Memory giant Micron jumped 11.66%, networking master Marvell surged 11% and legacy titan Intel climbed 9.27%. Is this explosive bounce a good time to buy these semiconductor&nbsp;stocks or is it a brutal bear market trap? Let's take a closer look at what these stocks do and why they are up. <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> is the AI Storage Vault.&nbsp; Micron is one of the only 3 global companies capable of manufacturing High Bandwidth Memory (HBM).&nbsp; Think of graphics ch","text":"The Silicon Roller Coaster & Which Chip Stocks to Buy? 🌟🌟🌟The semiconductor sector underwent an absolute high velocity short squeeze. The Direxion 3x Leveraged Semiconductor Bull ETF ( SOXL) surged a violent 24% in a single session. Memory giant Micron jumped 11.66%, networking master Marvell surged 11% and legacy titan Intel climbed 9.27%. Is this explosive bounce a good time to buy these semiconductor stocks or is it a brutal bear market trap? Let's take a closer look at what these stocks do and why they are up. $Micron Technology(MU)$ is the AI Storage Vault. Micron is one of the only 3 global companies capable of manufacturing High Bandwidth Memory (HBM). Think of graphics ch","images":[{"img":"https://community-static.tradeup.com/news/24f7705c3ae2b4507d76a158320af0b1","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/985a97f829ce3dbc1ce8b812c3f83b24","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/61eeea329d0e1d5e3b3a9820fcc0c557","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":33,"commentSize":17,"repostSize":27,"link":"https://ttm.financial/post/574744707847352","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @Shyon @JC888 @Barcode @Aqa @DiAngel @SherniceXuan 2000","text":"Nice Sharing 😁 @Shyon @JC888 @Barcode @Aqa @DiAngel @SherniceXuan 2000","html":"Nice Sharing 😁 @Shyon @JC888 @Barcode @Aqa @DiAngel @SherniceXuan 2000"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":575146383951520,"gmtCreate":1781424890925,"gmtModify":1781424897216,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"title":"","htmlText":"🎢 The Semiconductor Rollercoaster: A 24% Face-Ripping Rally Semiconductors just staged their second violent rebound of the week, proving that extreme volatility is officially the new normal. For traders navigating the chop, the intraday swings have been nothing short of historic. Here is the scoreboard from the latest explosive session: $SOXL (3x Semi Bull ETF): Surged an unbelievable +23.99% in a single day. Micron ($MU): Ripped +11.66%, successfully reclaiming the critical $99 psychological level. Marvell ($MRVL): Jumped +11.13%. Intel ($INTC): Rose +9.27%. The Structural Debate: Bottom or Trap? Since last week's brutal selloff, the market has been stuck in a relentless down-up-down-up cycle. This erratic price action has cleanly split the market into two distinct camps: 🟢 The Bull Case:","listText":"🎢 The Semiconductor Rollercoaster: A 24% Face-Ripping Rally Semiconductors just staged their second violent rebound of the week, proving that extreme volatility is officially the new normal. For traders navigating the chop, the intraday swings have been nothing short of historic. Here is the scoreboard from the latest explosive session: $SOXL (3x Semi Bull ETF): Surged an unbelievable +23.99% in a single day. Micron ($MU): Ripped +11.66%, successfully reclaiming the critical $99 psychological level. Marvell ($MRVL): Jumped +11.13%. Intel ($INTC): Rose +9.27%. The Structural Debate: Bottom or Trap? Since last week's brutal selloff, the market has been stuck in a relentless down-up-down-up cycle. This erratic price action has cleanly split the market into two distinct camps: 🟢 The Bull Case:","text":"🎢 The Semiconductor Rollercoaster: A 24% Face-Ripping Rally Semiconductors just staged their second violent rebound of the week, proving that extreme volatility is officially the new normal. For traders navigating the chop, the intraday swings have been nothing short of historic. Here is the scoreboard from the latest explosive session: $SOXL (3x Semi Bull ETF): Surged an unbelievable +23.99% in a single day. Micron ($MU): Ripped +11.66%, successfully reclaiming the critical $99 psychological level. Marvell ($MRVL): Jumped +11.13%. Intel ($INTC): Rose +9.27%. The Structural Debate: Bottom or Trap? Since last week's brutal selloff, the market has been stuck in a relentless down-up-down-up cycle. This erratic price action has cleanly split the market into two distinct camps: 🟢 The Bull Case:","images":[{"img":"https://community-static.tradeup.com/news/25173497e2f7d74ba4f1d4cd32eec02b","width":"688","height":"1532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575146383951520","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":574371756327072,"gmtCreate":1781257561386,"gmtModify":1781259406330,"author":{"id":"3532661892545607","authorId":"3532661892545607","name":"Ethan Parker On Markets","avatar":"https://community-static.tradeup.com/news/2da3692297040fae63555c8ce00dd9d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532661892545607","idStr":"3532661892545607"},"themes":[],"title":"The AI Inflation Sorting Machine: How $690B CAPEX Separates Winners from Casualties","htmlText":"A Contradiction Hiding in Plain Sight On June 10, the Bureau of Labor Statistics released May CPI data. Core CPI came in at 3.8% year-over-year and 0.4% month-over-month—both above consensus expectations of 3.6% and 0.3%. Housing, transportation services, and electricity continued to drive the upside surprise. The Nasdaq Composite closed down 4.18%, its largest single-day decline in 14 months. The market's prior trading thesis was linear: ceasefire → oil price decline → inflation eases → Fed stays accommodative → tech stocks continue higher. But Brent crude had already fallen from $120 to $88. Energy's contribution to CPI was actively contracting. Inflation still printed above expectations, which means the force pushing prices higher is no longer in the energy complex. So what is? One answ","listText":"A Contradiction Hiding in Plain Sight On June 10, the Bureau of Labor Statistics released May CPI data. Core CPI came in at 3.8% year-over-year and 0.4% month-over-month—both above consensus expectations of 3.6% and 0.3%. Housing, transportation services, and electricity continued to drive the upside surprise. The Nasdaq Composite closed down 4.18%, its largest single-day decline in 14 months. The market's prior trading thesis was linear: ceasefire → oil price decline → inflation eases → Fed stays accommodative → tech stocks continue higher. But Brent crude had already fallen from $120 to $88. Energy's contribution to CPI was actively contracting. Inflation still printed above expectations, which means the force pushing prices higher is no longer in the energy complex. So what is? One answ","text":"A Contradiction Hiding in Plain Sight On June 10, the Bureau of Labor Statistics released May CPI data. Core CPI came in at 3.8% year-over-year and 0.4% month-over-month—both above consensus expectations of 3.6% and 0.3%. Housing, transportation services, and electricity continued to drive the upside surprise. The Nasdaq Composite closed down 4.18%, its largest single-day decline in 14 months. The market's prior trading thesis was linear: ceasefire → oil price decline → inflation eases → Fed stays accommodative → tech stocks continue higher. But Brent crude had already fallen from $120 to $88. Energy's contribution to CPI was actively contracting. Inflation still printed above expectations, which means the force pushing prices higher is no longer in the energy complex. So what is? One answ","images":[{"img":"https://community-static.tradeup.com/news/fd2946d03844f4ee6d066fac52389d03","width":"768","height":"434"},{"img":"https://community-static.tradeup.com/news/1b458b7093dfe2e182b27283328b778f","width":"1467","height":"783"},{"img":"https://community-static.tradeup.com/news/410e5858acf8d5dcaef98d820ec1dfa8","width":"768","height":"580"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574371756327072","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":575498080944656,"gmtCreate":1781510834524,"gmtModify":1781511669905,"author":{"id":"4217445003125362","authorId":"4217445003125362","name":"mark2012","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217445003125362","idStr":"4217445003125362"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> noway. Yhe stock will crash again soon when Trumps deal fails. It wont&nbsp;make make it to Friday. Looking forward to the drop.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> noway. Yhe stock will crash again soon when Trumps deal fails. It wont&nbsp;make make it to Friday. Looking forward to the drop.","text":"$NVIDIA(NVDA)$ noway. Yhe stock will crash again soon when Trumps deal fails. It wont make make it to Friday. Looking forward to the drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":11,"link":"https://ttm.financial/post/575498080944656","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574832986514184,"gmtCreate":1781348345332,"gmtModify":1781348379441,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572753591805453","idStr":"3572753591805453"},"themes":[],"title":"","htmlText":"🚀 SOXL +24%: The Market Just Told You Something Important While many investors were waiting for “confirmation,” semiconductor stocks just delivered one of the strongest signals we’ve seen since the recent correction. SOXL surged 23.99% in a single session. Meanwhile: * Micron Technology +11.66% * Marvell Technology +11.13% * Intel +9.27% The biggest mistake investors make during corrections is assuming that bottoms will feel comfortable. They don’t. The market turns when fear is still high, headlines are still negative, and most people are still waiting for lower prices. The AI story hasn’t changed. Data centers are still expanding. Compute demand is still exploding. The world’s largest technology companies are still spending billions on chips. Yet many semiconductor names were recently pr","listText":"🚀 SOXL +24%: The Market Just Told You Something Important While many investors were waiting for “confirmation,” semiconductor stocks just delivered one of the strongest signals we’ve seen since the recent correction. SOXL surged 23.99% in a single session. Meanwhile: * Micron Technology +11.66% * Marvell Technology +11.13% * Intel +9.27% The biggest mistake investors make during corrections is assuming that bottoms will feel comfortable. They don’t. The market turns when fear is still high, headlines are still negative, and most people are still waiting for lower prices. The AI story hasn’t changed. Data centers are still expanding. Compute demand is still exploding. The world’s largest technology companies are still spending billions on chips. Yet many semiconductor names were recently pr","text":"🚀 SOXL +24%: The Market Just Told You Something Important While many investors were waiting for “confirmation,” semiconductor stocks just delivered one of the strongest signals we’ve seen since the recent correction. SOXL surged 23.99% in a single session. Meanwhile: * Micron Technology +11.66% * Marvell Technology +11.13% * Intel +9.27% The biggest mistake investors make during corrections is assuming that bottoms will feel comfortable. They don’t. The market turns when fear is still high, headlines are still negative, and most people are still waiting for lower prices. The AI story hasn’t changed. Data centers are still expanding. Compute demand is still exploding. The world’s largest technology companies are still spending billions on chips. Yet many semiconductor names were recently pr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574832986514184","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574868809832008,"gmtCreate":1781357231057,"gmtModify":1781521919148,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569739151630202","idStr":"3569739151630202"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SNDK 20260612 1835.0 CALL BUY 1 | SNDK 20260612 1837.5 CALL SELL 1\">$SNDK VERTICAL 260612 CALL 1835.0/CALL 1837.5$</a> <a href=\"https://ttm.financial/OPT/GLW 20260612 170.0 CALL BUY 1 | GLW 20260612 172.5 CALL SELL 1\">$GLW VERTICAL 260612 CALL 170.0/CALL 172.5$</a> <a href=\"https://ttm.financial/OPT/AMAT 20260612 540.0 CALL BUY 1 | AMAT 20260612 542.5 CALL SELL 1\">$AMAT VERTICAL 260612 CALL 540.0/CALL 542.5$</a>&nbsp; My thesis of expecting further profit taking from whales to participate in the SPCX IPO was proven wrong by the decision from Trump to annnounce positive talks with Iran mid day on Thursday, resulting in a sharp recovery by most tech companies. My bear call positions all ended up in red, causing a bloodbath for me. I've learnt that no matter","listText":"<a href=\"https://ttm.financial/OPT/SNDK 20260612 1835.0 CALL BUY 1 | SNDK 20260612 1837.5 CALL SELL 1\">$SNDK VERTICAL 260612 CALL 1835.0/CALL 1837.5$</a> <a href=\"https://ttm.financial/OPT/GLW 20260612 170.0 CALL BUY 1 | GLW 20260612 172.5 CALL SELL 1\">$GLW VERTICAL 260612 CALL 170.0/CALL 172.5$</a> <a href=\"https://ttm.financial/OPT/AMAT 20260612 540.0 CALL BUY 1 | AMAT 20260612 542.5 CALL SELL 1\">$AMAT VERTICAL 260612 CALL 540.0/CALL 542.5$</a>&nbsp; My thesis of expecting further profit taking from whales to participate in the SPCX IPO was proven wrong by the decision from Trump to annnounce positive talks with Iran mid day on Thursday, resulting in a sharp recovery by most tech companies. My bear call positions all ended up in red, causing a bloodbath for me. I've learnt that no matter","text":"$SNDK VERTICAL 260612 CALL 1835.0/CALL 1837.5$ $GLW VERTICAL 260612 CALL 170.0/CALL 172.5$ $AMAT VERTICAL 260612 CALL 540.0/CALL 542.5$ My thesis of expecting further profit taking from whales to participate in the SPCX IPO was proven wrong by the decision from Trump to annnounce positive talks with Iran mid day on Thursday, resulting in a sharp recovery by most tech companies. My bear call positions all ended up in red, causing a bloodbath for me. I've learnt that no matter","images":[{"img":"https://community-static.tradeup.com/news/d703da56c40a9b8c79c717d254d40b60","width":"308","height":"512"},{"img":"https://community-static.tradeup.com/news/39a8db9a70d3762c4cc291a932d8a457","width":"308","height":"512"},{"img":"https://community-static.tradeup.com/news/95f92ad9affda60cfd3e709dca74c182","width":"308","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/574868809832008","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274804085724","authorId":"3479274804085724","name":"blinkix","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274804085724","idStr":"3479274804085724"},"content":"Brutal reminder that headlines can smoke a thesis fast. Those call spreads looked safe till midday… you trimming size next round?","text":"Brutal reminder that headlines can smoke a thesis fast. Those call spreads looked safe till midday… you trimming size next round?","html":"Brutal reminder that headlines can smoke a thesis fast. Those call spreads looked safe till midday… you trimming size next round?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":575161969853304,"gmtCreate":1781428663691,"gmtModify":1781434367213,"author":{"id":"4142551860919612","authorId":"4142551860919612","name":"nomadic_m","avatar":"https://community-static.tradeup.com/news/1f3661c844e575fec696ac41d1d30e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142551860919612","idStr":"4142551860919612"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/NVTS 20260612 21.5 PUT\">$NVTS 20260612 21.5 PUT$ </a> lower strike than previous week. Still not assigned. Will sell another put again when. Volatility is my best friend","listText":"<a href=\"https://ttm.financial/OPT/NVTS 20260612 21.5 PUT\">$NVTS 20260612 21.5 PUT$ </a> lower strike than previous week. Still not assigned. Will sell another put again when. Volatility is my best friend","text":"$NVTS 20260612 21.5 PUT$ lower strike than previous week. Still not assigned. Will sell another put again when. Volatility is my best friend","images":[{"img":"https://community-static.tradeup.com/news/b5fcb229bec62678e83b4f6514a92343","width":"1032","height":"1714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/575161969853304","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":573946178367648,"gmtCreate":1781153660517,"gmtModify":1781159355653,"author":{"id":"4200749914922392","authorId":"4200749914922392","name":"MacroJeff","avatar":"https://community-static.tradeup.com/news/414e6637a228b25e23639d1a20cc0734","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200749914922392","idStr":"4200749914922392"},"themes":[],"title":"4.2% Inflation Looks Scary. But the Market May Be Blaming the Wrong Culprit","htmlText":"At 4.2%, headline inflation hit a three-year high. It looks scary on the surface. But the inflation signal that matters more for the Fed is actually moving lower. And last night’s sell-off in U.S. stocks may have had more to do with Iran risk than with inflation itself. Two major events collided last night: US headline CPI for May came in at 4.2% year-over-year, while the three major US stock indices nosedived in lockstep, with the Dow shedding nearly 1,000 points. Post-market commentary was practically unanimous: sticky inflation will force a hawkish pivot from the Fed, hence the market sell-off. This assessment gets the market logic backward. 1. Hawkish Headline, Dovish Core Let’s break down the CPI data first. While the 4.2% headline figure is jarring, it’s not the primary signal the Fe","listText":"At 4.2%, headline inflation hit a three-year high. It looks scary on the surface. But the inflation signal that matters more for the Fed is actually moving lower. And last night’s sell-off in U.S. stocks may have had more to do with Iran risk than with inflation itself. Two major events collided last night: US headline CPI for May came in at 4.2% year-over-year, while the three major US stock indices nosedived in lockstep, with the Dow shedding nearly 1,000 points. Post-market commentary was practically unanimous: sticky inflation will force a hawkish pivot from the Fed, hence the market sell-off. This assessment gets the market logic backward. 1. Hawkish Headline, Dovish Core Let’s break down the CPI data first. While the 4.2% headline figure is jarring, it’s not the primary signal the Fe","text":"At 4.2%, headline inflation hit a three-year high. It looks scary on the surface. But the inflation signal that matters more for the Fed is actually moving lower. And last night’s sell-off in U.S. stocks may have had more to do with Iran risk than with inflation itself. Two major events collided last night: US headline CPI for May came in at 4.2% year-over-year, while the three major US stock indices nosedived in lockstep, with the Dow shedding nearly 1,000 points. Post-market commentary was practically unanimous: sticky inflation will force a hawkish pivot from the Fed, hence the market sell-off. This assessment gets the market logic backward. 1. Hawkish Headline, Dovish Core Let’s break down the CPI data first. While the 4.2% headline figure is jarring, it’s not the primary signal the Fe","images":[{"img":"https://community-static.tradeup.com/news/12f8e1ea9846cfdfad7fb85c4534d419","width":"1448","height":"1086"},{"img":"https://community-static.tradeup.com/news/ea260c42c29f92889dc98908876df3d9","width":"1448","height":"1086"},{"img":"https://community-static.tradeup.com/news/5f1ada15ad7ecac9fe5cd2968317b9ac","width":"1448","height":"1086"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":105,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/573946178367648","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":575160220742888,"gmtCreate":1781428261697,"gmtModify":1781428265111,"author":{"id":"4144888663826802","authorId":"4144888663826802","name":"derickt","avatar":"https://community-static.tradeup.com/news/39af9fba1b299d25a4c88d224de77ac0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144888663826802","idStr":"4144888663826802"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> perhaps time to exit. Not advisable to hold leverage etf for longer than necessary","listText":"<a href=\"https://ttm.financial/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> perhaps time to exit. Not advisable to hold leverage etf for longer than necessary","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ perhaps time to exit. Not advisable to hold leverage etf for longer than necessary","images":[{"img":"https://community-static.tradeup.com/news/138f1053e4d1cebb31c17baf28f46b86","width":"1032","height":"1708"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/575160220742888","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575157763568528,"gmtCreate":1781427759464,"gmtModify":1781434367905,"author":{"id":"4105370378381100","authorId":"4105370378381100","name":"Ervina Thie","avatar":"https://community-static.tradeup.com/news/987b616ff46d81f66223b3be7c3f7a4b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105370378381100","idStr":"4105370378381100"},"themes":[],"title":"","htmlText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","listText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","text":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575157763568528","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575157567054136,"gmtCreate":1781427728187,"gmtModify":1781434367541,"author":{"id":"4105370378381100","authorId":"4105370378381100","name":"Ervina Thie","avatar":"https://community-static.tradeup.com/news/987b616ff46d81f66223b3be7c3f7a4b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105370378381100","idStr":"4105370378381100"},"themes":[],"title":"","htmlText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","listText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","text":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575157567054136","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575157820776656,"gmtCreate":1781427647899,"gmtModify":1781434367747,"author":{"id":"4105370378381100","authorId":"4105370378381100","name":"Ervina Thie","avatar":"https://community-static.tradeup.com/news/987b616ff46d81f66223b3be7c3f7a4b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105370378381100","idStr":"4105370378381100"},"themes":[],"title":"","htmlText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","listText":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","text":"24% up today, but with the way chip stocks have been moving lately, we could be looking at a true market bottom or just another classic bear market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575157820776656","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574970504593832,"gmtCreate":1781382007201,"gmtModify":1781382010333,"author":{"id":"4205121410075482","authorId":"4205121410075482","name":"Sloth16","avatar":"https://community-static.tradeup.com/news/5b5164a07f97cdc8aa61a09fb7d859b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205121410075482","idStr":"4205121410075482"},"themes":[],"title":"","htmlText":"A 24% rally in a 3x leveraged ETF is evidence of volatility, not confirmation of a bottom. The biggest bear-market rallies often happen before the real recovery begins. I’d rather miss the first 10% of a new bull market than catch the last 20% of a bear-market trap.","listText":"A 24% rally in a 3x leveraged ETF is evidence of volatility, not confirmation of a bottom. The biggest bear-market rallies often happen before the real recovery begins. I’d rather miss the first 10% of a new bull market than catch the last 20% of a bear-market trap.","text":"A 24% rally in a 3x leveraged ETF is evidence of volatility, not confirmation of a bottom. The biggest bear-market rallies often happen before the real recovery begins. I’d rather miss the first 10% of a new bull market than catch the last 20% of a bear-market trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574970504593832","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574695087358136,"gmtCreate":1781314674233,"gmtModify":1781316485608,"author":{"id":"4094729837265930","authorId":"4094729837265930","name":"christopho","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094729837265930","idStr":"4094729837265930"},"themes":[],"title":"","htmlText":"My view: the bottom is likely in for quality AI semiconductor names, but I'm less certain for SOXL. The recent rebound wasn't just short covering. We're seeing continued evidence that hyperscalers (Microsoft, Meta, Amazon, Google and Oracle) are still increasing AI infrastructure spending. Oracle's massive RPO growth is another signal that AI demand remains strong. That said, SOXL is a 3x leveraged ETF. Even if my long-term thesis is bullish, timing matters. A 10% pullback in semis can become a 30% drawdown in SOXL very quickly. Personally, I'd rather own NVDA, Broadcom, TSMC or SMH than hold SOXL for the long term. Bull case: ✅ AI capex keeps accelerating ✅ Fed remains supportive ✅ Data center demand continues to surprise Bear case: ❌ Higher-for-longer rates ❌ AI spending disappoints ❌ Va","listText":"My view: the bottom is likely in for quality AI semiconductor names, but I'm less certain for SOXL. The recent rebound wasn't just short covering. We're seeing continued evidence that hyperscalers (Microsoft, Meta, Amazon, Google and Oracle) are still increasing AI infrastructure spending. Oracle's massive RPO growth is another signal that AI demand remains strong. That said, SOXL is a 3x leveraged ETF. Even if my long-term thesis is bullish, timing matters. A 10% pullback in semis can become a 30% drawdown in SOXL very quickly. Personally, I'd rather own NVDA, Broadcom, TSMC or SMH than hold SOXL for the long term. Bull case: ✅ AI capex keeps accelerating ✅ Fed remains supportive ✅ Data center demand continues to surprise Bear case: ❌ Higher-for-longer rates ❌ AI spending disappoints ❌ Va","text":"My view: the bottom is likely in for quality AI semiconductor names, but I'm less certain for SOXL. The recent rebound wasn't just short covering. We're seeing continued evidence that hyperscalers (Microsoft, Meta, Amazon, Google and Oracle) are still increasing AI infrastructure spending. Oracle's massive RPO growth is another signal that AI demand remains strong. That said, SOXL is a 3x leveraged ETF. Even if my long-term thesis is bullish, timing matters. A 10% pullback in semis can become a 30% drawdown in SOXL very quickly. Personally, I'd rather own NVDA, Broadcom, TSMC or SMH than hold SOXL for the long term. Bull case: ✅ AI capex keeps accelerating ✅ Fed remains supportive ✅ Data center demand continues to surprise Bear case: ❌ Higher-for-longer rates ❌ AI spending disappoints ❌ Va","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574695087358136","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574879028672272,"gmtCreate":1781359639771,"gmtModify":1781404008810,"author":{"id":"4208649863399122","authorId":"4208649863399122","name":"Wwwww11","avatar":"https://community-static.tradeup.com/news/765aabda86bb3c2ff55aab8a83ddf61e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208649863399122","idStr":"4208649863399122"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ......","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ......","text":"$SpaceX(SPCX)$ ......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574879028672272","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574669772800232,"gmtCreate":1781308585871,"gmtModify":1781308755750,"author":{"id":"4163547894354382","authorId":"4163547894354382","name":"sms90","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163547894354382","idStr":"4163547894354382"},"themes":[],"title":"","htmlText":"S&amp;P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty. 85x forward PE in a sector that averages 35x. That's not AI premium — that's hope. Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.","listText":"S&amp;P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty. 85x forward PE in a sector that averages 35x. That's not AI premium — that's hope. Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.","text":"S&P inclusion sounds bullish but passive flows hit on the 22nd. Whoever's holding by then is selling into the rebalancing. New CFO starting same week adds uncertainty. 85x forward PE in a sector that averages 35x. That's not AI premium — that's hope. Holding MU and AVGO. Keeping cash dry. The dip after inclusion is the entry, not today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574669772800232","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":573708657140832,"gmtCreate":1781073983058,"gmtModify":1781076293608,"author":{"id":"4112162097902942","authorId":"4112162097902942","name":"DoTrading","avatar":"https://community-static.tradeup.com/news/b836687d88c2c5ee60f65e3d53461ef7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112162097902942","idStr":"4112162097902942"},"themes":[],"title":"The AI Rebound Just Got Cut Short","htmlText":"One-Day Recovery... Then Back to Selling That didn't take long. Just one trading session after investors rushed back into semiconductor stocks, the rally abruptly reversed. <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> : -1.0% <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> : -0.3% Dow Jones: +0.2% The market's message is becoming increasingly clear: Investors still believe in AI. They're just not sure what price they're willing to pay for it… The AI Trade Has Entered a New Phase For most of 2026, the formula was simple: Buy AI. Buy chips. Buy every dip. <a href=\"https://ttm.financial/S/SOX\">$Philadelphia Semiconductor Index(SOX)$</a> SOX Now? Ever","listText":"One-Day Recovery... Then Back to Selling That didn't take long. Just one trading session after investors rushed back into semiconductor stocks, the rally abruptly reversed. <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> : -1.0% <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> : -0.3% Dow Jones: +0.2% The market's message is becoming increasingly clear: Investors still believe in AI. They're just not sure what price they're willing to pay for it… The AI Trade Has Entered a New Phase For most of 2026, the formula was simple: Buy AI. Buy chips. Buy every dip. <a href=\"https://ttm.financial/S/SOX\">$Philadelphia Semiconductor Index(SOX)$</a> SOX Now? Ever","text":"One-Day Recovery... Then Back to Selling That didn't take long. Just one trading session after investors rushed back into semiconductor stocks, the rally abruptly reversed. $NASDAQ(.IXIC)$ : -1.0% $NVIDIA(NVDA)$ $Apple(AAPL)$ $S&P 500(.SPX)$ : -0.3% Dow Jones: +0.2% The market's message is becoming increasingly clear: Investors still believe in AI. They're just not sure what price they're willing to pay for it… The AI Trade Has Entered a New Phase For most of 2026, the formula was simple: Buy AI. Buy chips. Buy every dip. $Philadelphia Semiconductor Index(SOX)$ SOX Now? Ever","images":[{"img":"https://community-static.tradeup.com/news/9a2396bd2c49f2d2465b20ecf9e21580","width":"601","height":"394"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/573708657140832","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}