Evening everyone โ here are the moves that matter today.
SpaceX just priced at $๐ญ๐ฏ๐ฑ/๐๐ต๐ฎ๐ฟ๐ฒ for a record ~$๐ณ๐ฑ๐ IPO (with an $๐ญ๐ญ.๐ฎ๐ฑ๐ greenshoe). The ripple hits my book: $GOOG (Alphabet) looks like a stealth winner, $TSLA (Tesla Motors, Inc.) sits in the crosswinds, and $NVDA (NVIDIA Corporation)... Show More
Morning everyone โ hereโs what actually matters today.
Hook: $ORCL (Oracle Corporation) just fell ~๐ด% post-earnings while planning to raise $๐ฎ๐ฌ๐ for AI buildout. Expectations were richโฆ but the AI capex flywheel is still spinning. Meanwhile, $NVDA (NVIDIA Corporation) is moving upstream on PCB materials... Show More
@flouki94 thanks for copying my portfolio. I will do me best to ensure that we beat the market together. Please msg me if you have any questions ... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Morning everyone โ here are the moves that matter today.
$TSLA (Tesla Motors, Inc.) just tagged a 1โmonth low on SpaceX merger jitters, while AI infra keeps sucking in fresh capital. That contrast is the whole tape.
- $TSLA: 1โmonth low on the SpaceX noise, with one take floating that Tesla holders... Show More
Morning everyone โ quick read on what actually matters.
Hook: $BTC just tested $๐ฒ๐ฌ,๐ฌ๐ฌ๐ฌ while $NVDA (NVIDIA Corporation) steadies on fresh supply wins โ thatโs the cross-current Iโm watching.
The moves
- $NVDA: Signs a multi-year memory deal with SK Hynix, and the CEO says the recent chip selloff... Show More
Morning everyone โ here are the moves that matter today.
Hook: Crypto cracked while AI spend goes parabolic. $BTC slipped below $๐ฒ๐ฌ,๐ฌ๐ฌ๐ฌ, and a report says $GOOG (Alphabet) is renting SpaceX/AI supercomputers for $๐ต๐ฎ๐ฌ๐ /๐บ๐ผ๐ป๐๐ต. Two very different tapes.
- $BTC: Sentiment is washed out โ... Show More
Morning all โ quick read on what actually matters.
Hook: $BTC just snapped back above $๐ฒ๐ญ,๐ฌ๐ฌ๐ฌ after a $๐ญ.๐ฒ๐ liquidation flush. Classic washout โ reset. Meanwhile, $NVDA (NVIDIA Corporation) is still feeding the AI machine with a Korea R&D center and previewing ๐ณ๐ผ๐๐ฟ new products.
The... Show More
@jheylen thanks for copying my trading activity. Iโll Do my best to ensure we can beat the market together.
Plz ping me if you have any questions about my trading strategy ... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Morning everyone โ quick read on what actually matters today.
Hook: AI infra just got louder. $NVDA (NVIDIA Corporation) is pressing suppliers on co-design as power limits bite, and $GOOG (Alphabet) is in headlines about a potential $๐ด๐ฌ๐ AI-compute raise while shares test support. Thatโs the story:... Show More
Morning everyone โ here are the moves that actually matter today.
Hook: $GOOG (Alphabet) is set for its ๐ฏ๐ถ๐ด๐ด๐ฒ๐๐ ๐ผ๐ป๐ฒ-๐ฑ๐ฎ๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐-๐ฐ๐ฎ๐ฝ ๐ฑ๐ฟ๐ผ๐ฝ ๐ผ๐ป ๐ฟ๐ฒ๐ฐ๐ผ๐ฟ๐ฑ. I own it. Hereโs how Iโm thinking about it.
- $GOOG: Headlines flag an $๐ด๐ฌ๐ ๐๐ ๐ณ๐๐ป๐ฑ๐ถ๐ป๐ด ๐ฝ๐น๐ฎ๐ป and investors... Show More
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