levon9111

Observing $ASML(ASML.US) , the market logic seems increasingly simple: an AI computing power arms race → locked-in demand for EUV equipment?

$Coreweave(CRWV.US) Has 104 hit the bottom?

Peter Thiel's fund buying AAPL as a contrarian AI play. Are the smart money seeing something the crowd is missing?

COIN, Circle, and even BitMine trade more like leveraged crypto exposure than actual businesses. If Bitcoin stabilizes, these could bounce fast — but timing them feels brutal.

$Alphabet - C(GOOG.US) $Alphabet(GOOGL.US) Down over 2% yesterday, even the $4T AI champion isn't immune to a market panic

I'm hoping for a Merry Christmas, not a Crying Christmas 😢🎄. Let's have a strong rally of 10 points to end the year on a high note! 🚀$Apple(AAPL.US) $Alphabet - C(GOOG.US) $Coinbase(COIN.US) $Coreweave(CRWV.US) 

Ready to see financial reports. Legs are shaking...$Tesla(TSLA.US) $ASML(ASML.US) $Meta Platforms(META.US) 

I think many people are being a bit emotional about $Unitedhealth(UNH.US)  right now. The health insurance industry is inherently cyclical and policy-sensitive; when profit margins are squeezed, the stock price will inevitably be revalued.

$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) $NVIDIA(NVDA.US)  Amazon just dropped a bombshell to challenge Google and NVIDIA: the Trainium 3 AI chip—faster, more energy-efficient—plus four Nova 2 models and the industry’s first “open-training” approach. Their next-gen chips will even “merge” with NVIDIA’s ecosystem. New models, new chip hype—Amazon is absolutely blowing up the stage. I’m really feeling that love-and-fear mix… going head-to-head with Google while teaming up with NVIDIA, the hype machine is running at full power. But then you’ve got insiders warning AI is out of control and could destroy the planet—if that narrative blows up, could the stock tank in the short term? The market feels overheated already, but missing out feels just as bad. 

$Alibaba(BABA.US) Alibaba Cloud's growth relative to domestic competitors is a key metric to watch

$Apple(AAPL.US) The China comeback story is positive, but the regulatory and tariff overhangs keep a lid on the multiple

A gap up only to sell off hurts even more.$AMD.US