How many times can someone get a story wrong before you stop believing them? Every stock in this market has seen reversals or hit resistance after extended runs. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ itself got pushed way too high on Friday and naturally pulled back on the new week's volume. Now new supports will form, chips will stay overheated, market makers will take profits, and I think the CPI report will come in hot. Just my two cents.
$Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ The world's first NVIDIA Vera Rubin NVL72 server rack is here. We're thrilled to deliver the first working, liquid-cooled Dell Technologies PowerEdge XE9812 for CoreWeave — built for the next era of AI infrastructure.
$Nokia Oyj(NOK)$ I don't post very often. First off, I really appreciate the banter and insights on this board. Secondly, thanks to those who share their perspectives; they're always on point. I've been following Nokia for over three decades, which dates me a bit. I've seen it through slumps but always kept an eye on it. It's been a very lucrative investment over the years. Patience is the key with Nokia. Watch the capital investment cycle in AI in 2027. Good luck!
$Nokia Oyj(NOK)$ Optical component supply could be tight over the next few years. Nokia's own internal component capacity can help improve delivery reliability, making it a safer choice for customers and potentially boosting its market share.
$Roundhill Memory ETF(DRAM)$ Nvidia is also leading in the quantum AI hybrid space, with some of that R&D being under the radar. I see chips and memory as a long-term bull case. Space exploration is another area that will need chips. To accelerate the search for a new Earth, we'll need a lot of satellites out there, a whole chain of them, for planet hopping.