Tessara sees an 80% chance Micron’s FQ4 revenue beats the Street’s highest estimate of $52.08B.
Base case: $56.2B vs. $50B guidance midpoint.
Fundamentals remain very bullish, but still I think there are many other trades offering a much better risk / reward.
#$MU #$SNDK #$DRAM #Micron
Colossus 2 currently has 110K GB200s + 440K GB300s.
Another 220K GB300s are expected next week, 220K more in November, and potentially another 220K by late December.
Colossus 2 currently has 110K GB200s + 440K GB300s.
Another 220K GB300s are expected next week, 220K more in November, and potentially another 220K by late December.
'We are thrilled to expand our partnership with Costco nationwide, giving Costco members more ways to shop and bringing the brand's storied selection and value to more consumers.”
$UBER $COST #Trading
'We are thrilled to expand our partnership with Costco nationwide, giving Costco members more ways to shop and bringing the brand's storied selection and value to more consumers.”
$UBER $COST #Trading
#Trading #Stocks #Markets #Investing #Trump
#Trading #Stocks #Markets #Investing #Trump
Could be significant for global markets. 👀
#BreakingNews #Iran #Oil #Markets #Trading
Could be significant for global markets. 👀
#BreakingNews #Iran #Oil #Markets #Trading
The 2s10s curve is steepening, while higher long-term rates are pressuring housing, financials and heavily financed AI infrastructure.
The 2s10s curve is steepening, while higher long-term rates are pressuring housing, financials and heavily financed AI infrastructure.
Oracle is seeking to protect itself from potential cost increases tied to a major New Mexico data-center project, reportedly by sending a “force majeure” notice to the developer.
Shares fell nearly 5% premarket following the report.
$ORCL #DATACENTER #AI #Trading
Oracle is seeking to protect itself from potential cost increases tied to a major New Mexico data-center project, reportedly by sending a “force majeure” notice to the developer.
Shares fell nearly 5% premarket following the report.
$ORCL #DATACENTER #AI #Trading
$SPX $QQQ $NASDAQ $Trading
$SPX $QQQ $NASDAQ $Trading
JPMorgan upgrades CoreWeave from neutral to Overweight.
JPMorgan cites strong demand for compute, a solid backlog and improving revenue visibility as key drivers.
$CRWV. 🔥
JPMorgan upgrades CoreWeave from neutral to Overweight.
JPMorgan cites strong demand for compute, a solid backlog and improving revenue visibility as key drivers.
$CRWV. 🔥
“If prices drop, it’s all over. Price is everything.”
The key wildcard: CXMT and rising Chinese DRAM capacity.
Personally I am waiting to short higher. $MU $SNDK
“If prices drop, it’s all over. Price is everything.”
The key wildcard: CXMT and rising Chinese DRAM capacity.
Personally I am waiting to short higher. $MU $SNDK
The acquisitions expand Ondas’ capabilities in C-UAS, autonomous systems and resilient communications for GPS-denied environments.
I’ll wait for lower prices before considering an entry.
The acquisitions expand Ondas’ capabilities in C-UAS, autonomous systems and resilient communications for GPS-denied environments.
I’ll wait for lower prices before considering an entry.
Harell Data is deploying its platform on CoreWeave Cloud for AI training, fine-tuning and inference.
Running on NVIDIA A100/Hopper GPUs, the model keeps data and IP secure while enabling data owners to earn revenue from every training job.
Still fully long $CRWV, both short and long term🔥
Harell Data is deploying its platform on CoreWeave Cloud for AI training, fine-tuning and inference.
Running on NVIDIA A100/Hopper GPUs, the model keeps data and IP secure while enabling data owners to earn revenue from every training job.
Still fully long $CRWV, both short and long term🔥
Just took profits on my short. $LLY $SPY
Just took profits on my short. $LLY $SPY
#MRNA #Moderna #ShortSqueeze #Stocks #Trading #StockMarket #TechnicalAnalysis #PriceAction #DayTrading #Investing
#MRNA #Moderna #ShortSqueeze #Stocks #Trading #StockMarket #TechnicalAnalysis #PriceAction #DayTrading #Investing
This is exactly why I focus on probability vs. risk/reward.
#$INTC #$ARM #Stocks #Trading #StockMarket #PriceAction #TechnicalAnalysis
#Trading #PriceAction #StockMarket #TechnicalAnalysis
This is exactly why I focus on probability vs. risk/reward.
#$INTC #$ARM #Stocks #Trading #StockMarket #PriceAction #TechnicalAnalysis
In this video, I break down the Nasdaq and explain what I’m watching next, both short and long term.
Key levels, market structure, price action, and the scenarios that matter most.
$NQ $QQQ $NDX #Nasdaq #Trading #PriceAction #TechnicalAnalysis
In this video, I break down the Nasdaq and explain what I’m watching next, both short and long term.
Key levels, market structure, price action, and the scenarios that matter most.
$NQ $QQQ $NDX #Nasdaq #Trading #PriceAction #TechnicalAnalysis
#Trading #PriceAction #StockMarket #TechnicalAnalysis
#Trading #PriceAction #StockMarket #TechnicalAnalysis
AMD sees no slowdown in AI demand and expects the shift toward inference to accelerate, while expanding into complete AI computing systems and rack-level integration.
AMD sees no slowdown in AI demand and expects the shift toward inference to accelerate, while expanding into complete AI computing systems and rack-level integration.
A great day to let our swings run - and that’s exactly what we did.
Day trades ran hot today.
Swing shorts, mid-term and long-term positions all delivered solid profits.
A great day to let our swings run - and that’s exactly what we did.
Day trades ran hot today.
Swing shorts, mid-term and long-term positions all delivered solid profits.