korbs23

$Intel(INTC.US)  up 5.7% yesterday on huge volume. SambaNova partnership is interesting - they get access to AI workloads, we get exposure to the AI story without buying at Nvidia valuations. But can they really compete in GPUs?

Trump freezing Medicare rates + that weak earnings (revenue miss, net income down ~69% YoY) really sent $Unitedhealth(UNH.US)  into free fall. Stock's tanked from its $600 peak in '25. But honestly… are we all just ignoring the elephant in the room? The DOJ investigation into their Medicare billing is STILL hanging over them. If that goes badly, it's another major headline drop waiting to happen. Feels like everything's stacked against UNH this year — a rebound to $600 looks like fantasy right now. Okay, fine, there's a tiny chance DOJ clears them and we get a relief rally like Google after its antitrust wins. But until then… is this just the calm before another storm? Or is the worst already priced in?

$Coinbase(COIN.US) still the easiest stock for normies to get crypto exposure. that's valuable

$Coreweave(CRWV.US)  $55.6B backlog, added $25B in Q3 alone . 2026 revenue consensus $12.04B, +135% yoy . NVDA just invested another $2B at $87.20/share . Citizens PT $180, Deutsche $140. This is not a hopium story, it’s a contract story. 📄

$ASML(ASML.US) The surge is directly fueled by TSMC's "blockbuster" results and outlook. Strong logic/foundry capex = more ASML machines, simple equation.

36 analysts, $Oracle(ORCL.US)  range $155 to $400. Citizens cut to $285 from $342, Piper Sandler to $240 from $290, Morgan Stanley to $213 from $320 . Jefferies still at $400. Stock at $141. When analysts disagree this much, truth is in the middle. Middle is $277, 96% upside

$Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Micron Tech(MU.US) I did consider giving up. Although these stocks have broken even for now, the overall return is still a bit short. Keep trying!

Micron's $25B+ capex is concerning. Memory has always been cyclical, even with AI demand

Tesla TERAFAB project — 1 TW compute output? Sounds insane

AEM, UMS, Frencken: Singapore's Semiconductor Supply Chain Is Finally Getting Its Moment 📊

$Alibaba(BABA.US) Sending red envelopes can help get things started, but relying solely on red envelopes to attract customers will only lead to a continuous flow of money. A company still needs to rely on its core strengths.

Silver/Gold ratio now 63.3x, historical mean 68x. Silver lagging despite industrial deficit. $Pro Ultr Silver(AGQ.US)  2x leverage but same lag. Holding AGQ here is betting on catch-up trade, not momentum. I’m nibbling but keeping size small.

Quiet week for $Apple(AAPL.US), holding through year-end