Rest in peace Charlie Kirk. I disagree with many of your opinions, but you didn’t deserve this. One day intelligent society will become syntropic, and everyone will see moral superposition.
Ah yes, liberation day! Bulls are being liberated from their money. If you didn’t vote Trump, I’m sorry, you don’t deserve this :(
Good news is we won’t need the trade war to end to reverse this. Just a compromise with an economic powerhouse like China will be enough. See 2018
MSFT.
Rarely drops too much more when at the 100W SMA. This has always been very close to the bottom in bull markets, and only falling far away from the measure in major bear markets. Which bears? Dotcom, 2008, and 2022. Even COVID didn’t see MSFT touch the 100W SMA. Not advice
Markets most often bottom on bad news. The volume today does not support a bottom, but the price action certainly does. I believe TQQQ entered here (60-65) will be significantly profitable come April opex. Not advice
$NET CFO: "...the accelerating shift from AI training to AI inference has given us confidence to continue to increase our investment in our GPU rollout as we provision greater capacity to support demand in 2025. As a result, we expect network CapEx to be 12% to 13% of revenue for…
Taiwan’s exports in December rose 9.19% year-on-year to US$43.59 billion, beating 6.5% forecast, on strong demand for AI semiconductors, media report, noting chip exports rose 9.4%, while electronic components +8.6% to $17.21 billion. Officials said 1st quarter exports look…
$NVDA
Do you think AVGO insane ASICs demand by hyperscalers is a future threat for NVDA margins? Or is it more likely AVGO’s 2027 forecast a sign of rosy things to come for all things high performance computing?
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