Revolution～

$Unitedhealth(UNH.US)  There’s barely any trading in the night session and pre-market now except for a few huge orders — just waiting for the big players to set the direction.

Xpeng earnings last of the week. EV margins still under pressure

$ASML(ASML.US) Up over 2% with the semis, steady as she goes. When INTC, TSM, and MU are all talking about expansion, ASML wins!

$Taiwan Semiconductor(TSM.US)  2026 revenue is +30% YoY guided, with a 2024-2029 CAGR "approach 25%". 2nm H2 mass production, A16 ready by the end of the year, and overseas FABs diversifying risk. Motley Fool calls this "AI winner hiding in plain sight". 27x forward PE for 25% structural growth. I buy 100 shares monthly through DCA, without market timing.

$Intel(INTC.US) After nearly doubling in six months, this sideways action feels healthy. The market is reassessing valuation, execution risk, and the pace of Intel’s turnaround. This is classic consolidation after a massive trend reversal.

SpaceX IPO at $75B+ valuation would be largest in years. But space infrastructure monetization still early stage

$Coreweave(CRWV.US) seems like100 is possible

2026 $Netflix(NFLX.US) insiders sold 1.39M shares worth $129.9M. Peters sold again Feb 10. CFO Neumann sold Feb 6 at $81.27. Directors selling at 80, retail buying at 75. The confidence gap is real. I‘m not saying they know something, but they’re not backing up the truck either. 🚛

A contrarian play. If AI credit doesn't crack, ORCL could rebound sharply

$Coinbase(COIN.US)  I'm in now! 🙏 Hope it goes up.

Crypto bloodbath today: BTC -5% to $64k, ETH down with it. $Circle(CRCL.US)  -4% to $63.07 on 5.28B volume . Market dumping everything crypto-related. But USDC circulation just hit $73.7B, +108% YoY . Volume washed out, fundamentals intact. Classic overreaction. 📉

I struggle to decide whether BitMine belongs in my long-term portfolio or just my trading account. The upside tied to ETH is real, but the downside feels entirely sentiment-driven and difficult to manage emotionally.