imJanice

The market is treating $Unitedhealth(UNH.US)  like a broken insurer, but Optum is the real story here. $1.5B annual AI investment, $1B cost savings target, and we're buying at 15x forward earnings? That's a data company priced like a utility.

$Oracle(ORCL.US) the dividend is nice, but that's not why most people own a “growth” cloud stock

$Coreweave(CRWV.US)  positioning for Q4 earnings tomorrow after close. Street looking for $1.55B revenue and RPO stepping up to $60-65B per Jefferies . Nvidia just dropped $2B equity investment last month and expanded partnership . This is the picks-and-shovels play for AI infrastructure. Added 200 shares at $95. 🚀

From a trading perspective, $Circle(CRCL.US)  is a typical event-driven, high-volatility stock. Its volatile performance after the IPO is largely due to the evolving market understanding of stablecoin business models. Many short-term investors favor it because it moves in tandem with crypto sentiment; its volatility increases when market risk appetite rises. However, the problem is that it can also experience rapid pullbacks once regulatory news or interest rate expectations change. I personally prefer to treat it as a cyclical trading instrument rather than a purely long-term holding.

Whoa, check out the $AMD(AMD.US)  options drama yesterday. Total volume 732k contracts, but a whopping 63% were PUTS....

$Trump Media & Tech(DJT.US) Trump, Don't short your own stocks.😩

Finally about to rebound 50%, right?$Coinbase(COIN.US) 

$NVIDIA(NVDA.US) Trump approved H200 sales to China, but top-tier models are still blocked—plus the U.S. takes a cut. It feels like a face-saving gesture more than real easing. Short-term money might rush in, but will Washington backtrack again?With too much capital chasing too few opportunities, short-term hype could fade fast. Long-term? Still the same old story.

Trump: US and Iran had “very good and productive talks” over the past two days. On 23 March local time, Trump posted on Truth Social that “the United States and Iran had very good and productive talks over the past two days.” He also said he has instructed a five-day pause on all military strikes against Iranian power plants and energy infrastructure. Cannot tahan lah. Witnessed global sell-off this morning, and now we’re on a 🎢 rollercoaster? TACO time again? Will it rebound soon? $United States Oil Fund LP(USO.US) $Invesco QQQ Trust(QQQ.US) $Proshares UltraPro QQQ(TQQQ.US) $SPDR S&P 500(SPY.US) $S&P 500(.SPX.US) $NASDAQ Composite Index(.IXIC.US) $Dow Jones Industrial Average(.DJI.US) $Gold(IN00380.US) $Silver(IN00270.US) 

DBS, SNDK and WDC remind me what stability looks like, especially after watching UNH swing around with every cycle headline.