$Advanced Micro Devices(AMD)$ Nvidia will properly take the business side of things will amd will be the go to for consumers , u don't need Nvidia to play balatro on your pc
$Advanced Micro Devices(AMD)$ can make 10x from here.Annual data center chip spending will reach $1 trillion by the end of this decade, including training and inference.Lisa Su says inference will be a bigger market than training and $AMD will dominate it.Here is why AMD is a 10x opportunity: 🧵1/ Most people still don't see what's coming...AI infrastructure spending will be bigger than most people think.Let's set the stage.Jensen Huang thinks annual data center chip spending will reach $1 trillion by the end of this decade.This is inevitable. 2/ Let's compare it to the internet...From 1991 to 1993, the internet grew 1000x. $Intel(INTC)$ was the backbone of the internet revolution.Its revenues grew from $4
$NVIDIA(NVDA)$ The real story from Nvidia earnings wasn’t the revenue beat. It wasn’t the guide. It wasn’t even the China write-down. It was the $4.96B in networking revenue.That number -- blowing past the $3.45B estimate -- is the loudest signal we’ve gotten yet that the center of gravity in AI compute has shifted. Not away from Nvidia, but within it. From training to inference. From chip to system. This is the regime change the market hasn’t fully priced: inference isn’t a tail-end workload anymore. It’s becoming the default mode of AI at scale. And the economics, the architecture, the physical infrastructure of that shift all tilt back toward one conclusion -- this isn’t about GPUs alone. This is about the pipes. The fabric. The connective tiss
$Eos Energy Enterprises Inc.(EOSE)$ Eos is down 18%, and people are treating it like a collapse. But step back and look at what’s actually happening — this isn’t what decline looks like. This is what a capital-intensive infrastructure story entering its next phase.Eos is building hardware -- industrial-scale battery systems designed to store renewable power at grid level. If America’s going to meet its long-duration storage needs -- and that’s not a hypothetical, that’s policy -- then we’re going to need someone to actually build that hardware, at scale, with a domestic footprint. That’s what Eos is doing. And what we’re watching now is a transition: from survival mode to scaled execution. The debt refinancing with Cerberus wasn’t about buying tim
1. $Gold - main 2508(GCmain)$$XAU/USD(XAUUSD.FOREX)$ Gold continues to fluctuate widely, the market fluctuates greatly, the price rises and falls as much as it falls during the day, all of which are influenced by fundamentals, and there is no technical aspect at all. The first resistance above is 3316, and the second resistance is 3325! If it successfully breaks through 3316, gold will continue to rise! However, the US market is likely to fluctuate downward! ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:
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Hello everyone! Today i want to share some technical analysis with you!1. $Eli Lilly(LLY)$ Volume gap above to $750.Image2. $Dutch Bros Inc.(BROS)$ Another getting TOIIIIGHHHTImage3. $Snap Inc(SNAP)$ Getting TOIGHT.Image4. $Ondas Holdings Inc.(ONDS)$ I think at this point, the December 2024 pivot VWAP is within a week of hitting, which would be $1.32.Image5. $iShares 20+ Year Treasury Bond ETF(TLT)$ A falling wedge breakout wouldn't be bad for the market.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading l
1.TRADE PLAN for LOTTO Friday ✅ $S&P 500(.SPX)$ 2 weeks of consolidation to end May. We have Core PCE data coming up tomorrow. IF SPX can get through 5938 we will see 6000 test. I'd wait for 5938 for calls. $Invesco QQQ(QQQ)$ 515 is an important support level to hold leading into June. IF QQQ breaks 515 it can drop to 508. QQQ 513P is best under 515 over the next few days $Broadcom(AVGO)$ possible we see 252-255 after earnings next week.AVGO June 6 250C is best above 240 The market is still holding onto most of its gains since the bottom from April 7th. If SPX gets through 6000 and QQQ through 531, we'll see all time highs again. Good luck tomorrow everyone!
Hello everyone! Today i want to share some option strategies with you!1.Gonna take the following optionselling trades to play earnings for today:- $UiPath(PATH)$ put-write, 10 strike, June 6 expiry- $Dell Technologies Inc.(DELL)$ put-write, 87 strike, June 6 expiry- $Marvell Technology(MRVL)$ put-write, 53 strike, June 20 expiry to fund a call spread buy, 70/75 strikes, June 6 expiry2.Closing out this $Navitas Semiconductor Corp(NVTS)$ put-write trade. Gonna take the profit and either recycle the buying power into a $fuboTV Inc.(FUBO)$ put-write trade (3 strike, June 20 exp) or
1.Bitcoin Options Open Interest hits new all-time high Peter Schiff says he is responsible for more people buying Bitcoin than anyone else in the worldImage2.Ethereum back above its 200-day moving average for the first time since early February 🥳📈Image3. $Alpha Modus Holdings, Inc.(AMOD)$ is executing one aggressive crypto treasury play into the market:🔹 25% of forward revenue to digital assets🔹 Crypto-enabled retail kiosks via CashX™🔹 $150M in potential creditFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free
BTCUSD Update$125K was our best case target and I still think that can happen.Bitcoin is up 30% since the call out but we are having a bit of a resistance here.As of now waiting for the daily chart to bottom, and will look to get some long trades in place on $Strategy(MSTR)$$Coinbase Global, Inc.(COIN)$$CleanSpark, Inc.(CLSK)$$MARA Holdings(MARA)$ once we confirm buyers stepping in again.The irony is this: retail waits for $125K headlines while smart money front-runs the disbelief phase again and again.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 i
Autonomous Vehicles Are Having an Incredible Week!
It’s been a crazy week for the autonomous driving industry, which is central to my investment thesis in $Mobileye Global Inc.(MBLY)$$Lyft, Inc.(LYFT)$$Uber(UBER)$, and to a lesser extent $Alphabet(GOOG)$$Alphabet(GOOGL)$ where Waymo is pure upside.Waymo, which is completing over 250,000 commercial rides per week, is the clear leader today, and everyone else is trying to build a business model that will stand the test of time. But there are a lot of questions to answer.Will $Tesla Motors(TSLA)$ launch in June in Austin? If they do, w
Hello everyone! Today i want to share some trading ideas with you!1.The Bearish Case: $SPDR S&P 500 ETF Trust(SPY)$ (1) I tried to be open-minded while studying the charts--but, this bearish wave count is better than other options. (2) the Black Trendline stopped the rebound TWICE at 5940 and 5944, confirming its validity. (3) 5968 to 5767 is impulsive 5-wave; so, 1 more leg down is needed, at very least, to retest the previous low. (4) bought some 6/13--SPY 580 puts near the rebound high at 5918, as that level marks 61.8% rebound.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more
Can Rubrik (RBRK) Continued Strong Subscription ARR Growth In Its Earnings Report?
$Rubrik Inc.(RBRK)$ is scheduled to release its fiscal Q1 2026 earnings after the market closes on Thursday, 05 June 2025. Revenue: Rubrik anticipates Q1 Fiscal 2026 revenue to be in the range of $259 million to $261 million. The analyst consensus for Q1 2026 revenue is approximately 260.41 million, which would represent a significant year−over−year increase (around 39.02 million) Non−GAAP EPS: The company expects a non−GAAP EPS in the range of (0.33) to (0.31). The analyst consensus for non−GAAP EPS is around(0.69), suggesting a potential divergence in expectations. Non-GAAP Subscription ARR contribution margin: Rubrik guided for this metric to be approximately 4.0% to 5.0%. This is a key profitability metric for SaaS companies. Weighted-average
The Global Shift: Is the Dollar-Dominant Era Coming to an End?
$S&P 500(.SPX)$ It’s time to talk about something massive—something that could reshape the global financial system as we know it: the unraveling of the old world order led by the United States. At the heart of today’s international financial system are two pillars: global trade and the U.S. dollar. But those pillars are cracking. The world is undergoing a dramatic shift away from this decades-old setup, and the ripple effects are starting to surface in ways most investors aren't prepared for. The Trade War That Rewrote the Rules When former President Donald Trump launched his tariff war, he didn’t just raise taxes on Chinese imports—he tore up the existing playbook. For decades, globalization was seen as the end goal. Now, the U.S. is doing ev
DocuSign (DOCU) Strong Billing Growth Could Give An Earnings Surprise
$Docusign(DOCU)$ is scheduled to release its fiscal Q1 2026 earnings on Thursday, June 5, 2025, after the close of the market. Revenue: DocuSign previously guided for Q1 Fiscal 2026 revenue to be between $745.0 million and $749.0 million. The analyst consensus for Q1 2026 revenue is around $748.79 million. This guidance implies a year-over-year increase of approximately 5% at the midpoint. Earnings Per Share (EPS): The consensus EPS forecast for Q1 Fiscal 2026 is around $0.25. The reported EPS for the same quarter last year (Q1 Fiscal 2025) was $0.29. It's important to note that non-GAAP EPS is often highlighted by the company, and the consensus for non-GAAP EPS for Q1 2026 is approximately $0.81. Billings: While not explicitly guided for Q1, bill
Hello everyone!Today i want to share some technical analysis with you!1. $Tesla Motors(TSLA)$ Okay, Elon is done messing around at the White House...Time to send it? Imageheating up just in time for summer. 🔥Since IPO, June has been its top-performing month:• 79% win rate• +10.26% average returnImage2. $Estee Lauder(EL)$ new multi-month highs today...What does Burry know? 👀Image3. $Dell Technologies Inc.(DELL)$ Booting 🆙Image4. $NASDAQ(.IXIC)$ Decision time. 🍿ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK,
BIG TECH WEEKLY | Nvidia's Rise vs. Peers' Stuck? | Trump Tariffs' Bite on Apple?
Big-Tech’s PerformanceThis Week’s Macro Theme: A Sudden Appeal—Trump and the Courts in a Tug-of-War?The market rebounded so quickly due to the emergence of the "TACO" (Trump Always Chicken Out) narrative.On May 29, the U.S. Court of International Trade ruled that some of Trump’s tariffs and fentanyl sanctions exceeded the authority granted by the International Emergency Economic Powers Act (IEEPA) and ordered an immediate halt, briefly sparking market optimism (the index surged). However, Trump’s team swiftly appealed, and on May 30, the appeals court issued a "stay" order, temporarily reinstating the tariffs. The core dispute revolves around IEEPA’s applicability—the court argued that trade deficits don’t constitute a "national emergency," while Trump’s side claimed national security