Shiv @sivalpha

Joined August 2026

Tweets

30
Followers

23
Following

143
Likes

35

Shiv @sivalpha

2 weeks ago

@pitdesi Are you attributing the 'good' deal to the product or the talent that came with the acquisition?

0 0 0 1K 0

View Details

@nikesharora Team morale and conviction weaken all the way to the bottom when the leader and top layer don't exude confidence. Curious: how do you maintain that confidence while facing high-stakes uncertainty?

0 0 1 4 0

View Details

Sam Stoffel @sam_stoffel

3 weeks ago

you can't afford to not understand this

145 795 9K 578K 2K

View Details

Shiv @sivalpha

3 weeks ago

@johnternus Congrats, John. Best Wishes :)

0 0 0 29 0

View Details

Shiv @sivalpha

3 weeks ago

@rajanpatel This is great. Hope more airlines join :)

0 0 0 178 0

View Details

Shiv @sivalpha

3 weeks ago

@SavianoAlan @Banana3Stocks Their earnings results will be on Sep 30 after hours

0 0 1 4 0

View Details

Shiv @sivalpha

3 weeks ago

@Mor34832Morgan I think big money is reducing memory exposure, book profits and buy compute, software and healthcare. NVDA is already close to $40B in trade today vs $25B avg/day last week. MU/SNDK did close to NVDA daily but today is far behind.

0 0 0 6 0

View Details

Shiv @sivalpha

4 weeks ago

@pequityresearch Wild. The current stock price is under 10 2028 P/E

0 0 0 10 0

View Details

joshpuckett @joshpuckett

4 weeks ago

You have a superpower you're probably not using enough. But you should be. So let's talk about encouragement! At any time, you can just shoot a friend, or even stranger, a quick note letting them know something they made or said or did was wonderful. It might take you 30 seconds to share your appreciation and let them know what it means or how it inspired you, but to the person receiving it, it'll very likely make their day if not week. That ability, to speak a few words into existence that turns into joy for the recipient and might be remembered forever, is a superpower. For one reason or another, it feels like as we age we tend to ration our praise. I think that's stupid. It should be the opposite. One of the most powerful gifts you can give to someone is to let them know you're proud of them, or that they're doing a great job, or that you're simply glad they're in your life. So whenever you think of someone, or see something they did that you enjoyed or appreciated, tell them! Be lavish in your encouragement, and make your corner of the world that much brighter today.

36 59 602 75K 226

View Details

Shiv @sivalpha

4 weeks ago

@davey_juice That $715B will give $400B net earnings at the current 56% non GAAP net income. Massive

0 0 0 2 0

View Details

Shiv @sivalpha

4 weeks ago

@smartertrader the strong coupling of these two markets is crazy

0 0 0 8 0

View Details

Shiv @sivalpha

4 weeks ago

$NVDA saying margin under pressure due to memory costs is a bullish catalyst for $DRAM. let's see market's consensus determination tomorrow.

0 0 1 23 0

View Details

Shiv @sivalpha

4 weeks ago

$NVDA impressive quarter and gave assurance that the AI trade is still on. Good news for the ecosystem

0 0 0 21 0

View Details

Black Mamba Millionaire @BlackMambaMilli

4 weeks ago

Victorias Secret stock is up 300% in the last 12 months Panties outperforming half the tech sector and the entire timeline is fighting over AI

221 715 16K 1.4M 1K

View Details

Shiv @sivalpha

4 weeks ago

@TradingThomas3 Couldn't comprehend the market reaction here. NVDA's 15% hike is fully passing memory price spike to hyperscalers which affects hyperscalers' margins but hyperscalers are up while NVDA and memory is down.

0 0 0 9 0

View Details

Shiv @sivalpha

4 weeks ago

What is the Plan B for all hyperscalers if their massive Capex doesn't provide base ROI from Plan A(frontier labs, Fortune 500)

0 0 0 26 0

View Details

MentoviaX @MentoviaX

4 weeks ago

$MU Some context for the recent pressure in Micron stock. Leopold Aschenbrenner’s Situational Awareness fund ended Q2 with an extremely concentrated AI infrastructure book — SanDisk $SNDK at 28% ($5.7B) and Micron $MU at 27.5% ($5.6B). After Citadel took over much of that portfolio, it reportedly moved quickly to de-risk, unloading more than 80% of the inherited exposure through nearly 100 block trades totaling $4B+. That matters for $MU. When a significant hedge fund holder suddenly becomes a motivated seller, price can disconnect from fundamentals as the market absorbs a massive amount of supply. This looks less like the market questioning Micron’s AI-memory thesis and more like a technical overhang from a concentrated portfolio unwind. And news likes this trigger more selling from algos to leverage momentum plays for quick gains via bearish selling almost every day on open (but a quick buyback before close into a gap-up on the following day). And if Citadel has already worked through 80%+ of that exposure, much of that selling pressure may now be behind us.