jackson beat it

B leh. Numbers will likely meet the bar but a clean Q2 guide above 90B already partly priced in. With China H20 still zero booked and Huawei substitution noise, hard to see a fresh leg up immediately, range-bound into summer makes more sense to me.

$Unitedhealth(UNH.US) still very undervalued

Citron is shorting $Sandisk(SNDK.US) , calling AI demand a "mirage." But $Western Digital(WDC.US)  is holding strong. Is the market finally separating the wheat from the chaff?

With 30Y yields above 5% and PPI still sticky, hard to go all-in on long-duration tech lah — keeping some powder dry for now and watching how the rate picture develops.

Wow! 😍Just noticed there are 13 new stock zones in our community!

$Apple(AAPL.US)  down 5% to $261.73, 77M volume, worst day since 2024. Siri AI features pushed from March to May to September. FTC also sniffing around Apple News bias. Tim Cook’s statement “still on track for 2026” is the weakest defence I’ve ever heard. 😬

When Donald yells, will $Trump Media & Tech(DJT.US) rise or drop? LOL😂

ASML JUST RAISED GUIDANCE. Here's What You're Missing.

$Oracle(ORCL.US) Trimmed a few shares last week on the bounce, now holding 255 shares at ~$175 cost basis. Keeping them through earnings. Here's my thinking: At $150, this is oversold. Even without the OpenAI deal, Oracle's core database + software biz alone supports this price. At these levels? Why dodge earnings. The debt story: This is strategic, not distress. Oracle placed a huge bet on AI. Divergent views = opportunity. If everyone agreed, price would already be higher. Question is whether mkts price in potential before results. TikTok angle: Beyond cash flow and cloud growth, it strengthens Oracle's political hand. Plus Ellison's personal ties with Trump? That's optionality the market isn't pricing. What I'm watching tomorrow:FCF trend (negative narrowing?)RPO conversionCapex efficiencyHit one of these = valuation reset. $180 short term? Doable. ⚠️ Risk: Capex guides up again or FCF deteriorates = more downside. Worst case? Maybe revisit $130. Didn't sell last time, won't lose sleep if it happens again. Bottom line: Optimistic heading into print. Not reality — just my read.Not advice. Just my view.

$Coinbase(COIN.US) trading volume slowing, losing momentum on the daily chart

AMD prints Q1 after-market tonight. Two questions matter: (1) MI400 accelerator ramp commentary, and (2) data-centre share gains against Intel. If both come through clean, AMD stays as the cleanest non-Nvidia AI accelerator long.