Kellyk310

AMD's MI400 Series: The USD 7.2 Billion Challenger to Nvidia's AI Data Centre Lead

$Unitedhealth(UNH.US)  doesn't resemble a high-beta speculative stock... it's more like a stock whose valuation is slowly recovering. If future cost trends stabilize, institutions may return, but it won't be too stimulating in the short term

Alibaba is involved in AI and has also successfully launched Taobao Flash Sale, yet its stock price hasn't risen.

January revenue +36.8% YoY to NT$401B . Q1 guidance $346-358B USD, up 30%+ . Barclays just raised target to $450 . $Taiwan Semiconductor(TSM.US) Stock at $370.04. Market still pricing in execution risk. I'm pricing in monopoly math.

Please stop being the pre-market champion.$AMD.US

$Oracle(ORCL.US) This was a bubble. It took $Cisco(CSCO.US)  21 years to return to its 2000 stock price.

$Strategy(MSTR.US) mNAV now 0.95x, first time trading below bitcoin NAV. Phong Le pivoting to perpetual preferreds to stop dilution. 11.25% yield is expensive but better than issuing equity at 30% discount. This is them admitting old playbook is broken.

$POP MART(09992.HK) Pop Mart about to drop earnings📦Low-key excited to see if their overseas growth finally matches what I’ve been seeing on the ground here. Molly, Labubu, etc. are literally everywhere in SG now.Also low-key scared to add up how many boxes I bought since last quarter. Whatever number they report… I probably helped😅Anyone else holding and hoping?

Crypto equities are weird right now — COIN ran up on regulatory clarity around stablecoins, and that same dynamic keeps Circle in play as the USDC issuer. But BMNR’s balance sheet stuff is wild: billions in ETH and staking plans give a treasury angle no other listed crypto firm matches. I’m watching how stablecoin laws affect Coinbase and Circle revenues, and whether BitMine’s ETH accumulation ends up outperforming pure exchange plays.

S&P 500 closed down 67 basis points Tuesday. The Philly Semi is off nearly 10% over seven sessions. On the surface that's a sector in distress. But look at what happened inside Tuesday's session and the real story is rotation, not collapse.$Astera Labs (ALAB.US)$ up 12.6%. $Marvell Technology (MRVL.US)$ up 4%. $Micron Technology (MU.US)$ and $SanDisk (SNDK.US)$ up roughly 3% each. $Qualcomm (QCOM.US)$ down 4%.These numbers don't coexist by accident. The market is drawing a hard line between two semiconductor categories: AI infrastructure (interconnect, optics, HBM memory) and legacy cycle exposure (consumer, handset, automotive). Qualcomm sits squarely in the second. ALAB is the purest expression of the first.ALAB's Q1 revenue was USD 308 million, up 93% year-over-year. They guided USD 360 million next quarter — 17% sequential growth. The 30-year Treasury at 5.197% is putting pressure on high-multiple growth names. ALAB went up 13% anyway. That tells you the market is treating AI infrastructure cash flows as durable enough to hold through the rate environment.I'm watching whether the optical and interconnect trade extends or gives back after a single-session pop of that magnitude. ALAB's earnings growth rate justifies the attention. The entry discipline after a 13% move requires more patience.Those views can change at a moment's notice when the market changes.

SanDisk still holding gains from Friday, the only green in my portfolio

Amazon’s next chips are teaming up with NVIDIA’s ecosystem? Rivalry turned partnership—this AI chip war just got messy🤯