M2M @mark_to_mkt
Fascinated by markets and human behavior around them. As with anyone trying to determine potential outcomes across a distribution, will be wrong plenty. Joined March 2024-
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$MRVL the reason for today’s move. Murphy was at an investor conference calming concerns around AWS and ASICs.
$MRVL the reason for today’s move. Murphy was at an investor conference calming concerns around AWS and ASICs.
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$MRVL above the 200D and testing resistance; moving on volume and against the selling in AI data center networking stocks. Market viewing buyback as executive confidence in future cash flows.
$RIVN nice test of s/r line. Might be able to get going. Easy spot to manage against.
M2M retweeted
$AMD VP: "It's all culminating in our MI450 generation, which we're launching next year, where that is, for us, our no asterisk generation, where we believe we are targeting having leadership performance across the board, any sort of AI workload, be it training or inference."
$PR Permian Basin oil and gas company with $XLE seeing strong moves.
$PRME insiders started buying at the low and now an almost 5x move since then.
M2M retweeted
ALIBABA UP OVER 5%, HIGHEST SINCE OCTOBER 2021 HANG SENG TECH INDEX UP OVER 1% #ALIBABA $BABA #CHINA #AI #AGI mktnews.com/flashDetail.ht…
ALIBABA UP OVER 5%, HIGHEST SINCE OCTOBER 2021 HANG SENG TECH INDEX UP OVER 1% #ALIBABA $BABA #CHINA #AI #AGI mktnews.com/flashDetail.ht…
M2M retweeted
$MU | Micron Technology Q4’25 Earnings Highlights 🔹 Revenue: $11.32B (Est. $11.15B) 🟢; UP +46% YoY 🔹 Adj. EPS: $3.03 (Est. $2.84) 🟢; UP +156.8% YoY 🔹 Adj. Gross Margin: 45.7% (Est. 44.3%) 🟢; UP +920 bps YoY 🔹 Adj. Operating Income: $3.96B (Est. $3.67B) 🟢; UP +126.6% YoY…
Lol. Totally.
M2M retweeted
The mid cap momo, shitCos opportunities have similar behavior. These companies have no value, 9/10 times they end up at 0 within the next period. The worth is known by smart money, not by retail. The disconnect creates an initial short squeeze. The momentum turns into a…
M2M retweeted
Boeing $BA may be close to sealing a deal with China for up to 500 jets. U.S. lawmakers raised the topic during meetings in Beijing, and Ambassador David Purdue said negotiations are in their “last days or weeks,” which would mark Boeing’s first big China sale in years.
M2M retweeted
Just a reminder for everyone trying to call the top: “Larry Page has said internally at Google many times, "I’m willing to go bankrupt rather than lose this race." Everybody is focused on ROl, but the people making the decisions are not” -@GavinSBaker on ILTB
Interesting watch if you want to get a feel for the energy mix that is going to be necessary to power data centers. Covers $OKLO, natural gas, and two Altman-backed startups Helion (fusion) and Exowatt (solar). Explains why $PLUG $FCEL $BLDP are seeing renewed speculation. How…
$NRG breaking out of an earnings flag; $BE has become the spirit animal of the nat gas/fuel cell trade but there are other companies benefiting from the need for quick deployment and interim solutions before nuclear plants come online starting in 2030.
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