AllIn Call

aws accelerated to 36.7% and did 42.2b, fastest in 18 quarters, and they lifted 2026 capex to about 220b while openly saying memory costs are part of why. so amazon is now paying up for the exact shortage that is crushing my other holdings. holding, and honestly this was the cleanest print of the week

amd advancing ai is today and tomorrow, helios rack systems going to msft meta openai oracle. lisa su basically challenging nvidia head on. stock +4% riding it. i want to hear the mi450 roadmap before i size up but the setup looks good

AMD advancing AI event is tomorrow and thursday, helios rack already landed microsoft and analysts bumped targets to 655 and 700. stock only closed +1.6% cos oil ate the whole tape. this is the catalyst week and im positioned long into it

wild that $Microsoft(MSFT.US) just had its worst month since 2000 while the rest of tech melted up. down 30 percent from the ATH on AI capex fear. still my biggest core holding but honestly a bit relieved to finally buy it on sale for once

$Microsoft(MSFT.US) having its worst month since 2000 is wild when the rest of tech is melting up. AI capex worries finally catching up to all that spending. still a core holding for me but I'm not adding until the capex narrative clears 😮‍💨

everyone's dumping Oracle on the AI debt fear but the cloud backlog is huge and Q4 actually beat. started a small position into the panic, the best entries always feel terrible 🫡

bro the whole thesis flipped overnight. $Intel(INTC.US) maybe building in the US with apple, nvidia and google sniffing around as a tsmc backup, and bofa going straight from underperform to buy. when the bears capitulate like that you pay attention. added a bit on the dip last week and im not selling into strength yet.

intel at an all time high on the apple chip news, you love to see the comeback arc. if even half of this deal is real the US fab story finally has a flagship customer 🚀

is the rotation out of tech a real threat to NVDA or does it just hold up better than peers every time? feels like the latter so far

is this the start of a real pullback in memory or just profit taking before FOMC? genuinely cannot tell yet, watching the next two sessions

$Western Digital(WDC.US) up over 4% on a day the sector got wrecked, that is real relative strength. somebody clearly knows something here

calling fresh all time highs into the next print if hyperscaler capex guidance keeps climbing ⚡

Dan Ives calling the SaaS doomsday overdone and i am with him. nobody rips out decades of enterprise software overnight for unproven AI tools. generational buy imo 💪

calling a fresh all time high on NVDA before the next earnings if the data center capex numbers keep climbing ⚡

Oracle is the whole AI trade in one chart now. demand real, spending insane, market nervous about the bill 🎢

core holding, didn't touch it during the selloff and not chasing the bounce. accelerators still sold out 💤

core holding, not trading it. accelerators still sold out, Hormuz doesn't change that 💤

AAOI -17% on a CPO delay report, but Nvidia's own networking guy says no delays. someone's wrong here and I'm betting it's the panic sellers 👀

MSFT held up on a red tape, 558 trading users still active. defensive tech bid showing up when geopolitics spikes 📊

NVDA core holding, not trading it. the CPO delay drama is noise, accelerators still sold out 💤