Leverage Shares 2X Long STX Daily ETF

There will be lots of volatile this week whether it is for the semis sectors or even stocks in the Mags 7 are releasing earnings. These all could move the market and the Fed talk should be on the lookout. So do not risk if you have profit you want to take can take it. A profit is a profit no matter if it is big or small. DCA slowly into stock and do not trade without plan. Not financial advice.

My pick is on $Seagate Tech(STX.US) as after brutal drop on semiconductors uncertainty on share price. The company earnings can still be on a right track and consolidate for future upside but if macro worsen then there will be downside despite good earnings. Not financial advice.

SanDisk for the win. Always been supporting this brand since I was young. Let’s see in a bit as this AI race will keep pumping hard. I believe all will be bullish and be green tonight

My pick will be Sk hynix. SK Hynix closed at $142, falling below its $149 offering price while maintaining an ADR premium of approximately 40.84%. The company's upcoming third-quarter earnings on October 28 will test market expectations regarding HBM shipments, pricing trends, and fourth-quarter guidance. I think there is definitely room for the share price to reclaim $160 if all goes well

I pick Sk Hynix. Having just listed in US exchange, it's already seen much volatility over the past months. Nonetheless, Sk hynix continues to post Increasing profits and crucially, citing more demand from AI data centres. Like it or not, the AI spending is not going anywhere soon, at least for the next 2 years. I do believe it still has more room to expand. On the other hand, Seagate & SanDisk have enjoyed their fair share of enormous bullish runs. Despite the recent pullback, I think momentum remains slightly weaker.

My pick is SK Hynix.

With AI spending still going strong, I think HBM is the safest bet among the three. Seagate and SanDisk could also surprise, but I’d rather bet on the memory Nvidia needs than on a broader storage recovery.

Last week’s selloff looks a bit overdone if Jensen is right about the memory glut being years away. The real question is whether SK Hynix can deliver enough good news to turn that optimism into another rally.

Let’s see who comes out on top this week. 💾

This Anthropic IPO vibe now seems very similar to SPCX months ago. Will it follow spcx footstep and trading patterns? If counted as a lesson, maybe dont buy ANT on day 1. Let it settle down until market eventually find a reasonable floor, then it is a better time enter. i guess.

Looks like big tech earnings and the Fed meeting will influence what the market does this week. Tech is very much oversold with fundamentals still pretty strong.

My take is that Anthropic IPO has been long awaited and the filing is only a result of what many investors has been waiting. The business fundamentals still need to be analysed for Anthropic considering the Capex.

Nevertheless, i still feel the AI demand will continue to push this further.

Anthropic is going ipo, the chips makers stand to benefit from the capex. But the chips makers are also investing in Anthropic… isn’t it like a round tripping?