@Barcode:$Tesla Motors(TSLA)$ 🇫🇷🇧🇪🇳🇱 Worth flagging this alongside the autonomy narrative. SPIE has signed a European framework agreement with Tesla for large scale battery energy storage deployments across multiple regions. Belgium, Ville-sur-Haine: 50MW / 200MWh system using 53 Megapacks, including balance of plant and a 150kV grid connection. Netherlands, Vlissingen: participation in the Mufasa project, set to become the largest BESS site in the country, 372 Megapacks totalling 1.4GWh. France, Eure department: 100MW / 200MWh BESS installation with a new 90kV substation connecting to the RTE grid. Construction began September 2025, commissioning targeted for end-2026. This is another reminder that Tesla’s energy business is scaling quietly but m

@Shyon:I see this Nasdaq $NASDAQ(.IXIC)$ pullback more as an AI anxiety overreaction than the start of a true bubble burst. The market is repricing timelines and margins, not abandoning AI itself. Oracle’s delays and Broadcom’s margin comments hurt sentiment, but they don’t change the long-term demand for compute, networking, and AI software. This feels like valuation compression amid Fed uncertainty and policy noise, not a structural break. For my own tech exposure, I’m not adding aggressively and not panic-selling. I’m trimming selectively where valuations ran ahead of fundamentals, while holding core positions in companies with strong moats and balance sheets. I’m also keeping some cash on hand, as volatility could create better entry points. Long

@Shyon:I'm leaning toward participating in the silver breakout, but I'm doing it with a balanced mindset. Silver hitting a fresh all-time high while gold is still consolidating tells me the market is clearly rotating toward higher-beta precious metals. With the Fed now almost fully priced in for a 25bp cut, liquidity expectations are shifting, and silver tends to respond more aggressively than gold when real yields begin to soften. That macro setup alone makes the current momentum more believable than a simple speculative spike. That said, I'm not chasing blindly at the top. Silver's historical behavior is fast up, fast down, and AGQ $ProShares Ultra Silver(AGQ)$  — being a leveraged ETF — will amplify not just returns

@Barcode:$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April

@koolgal:🌟🌟🌟I have been on an emotional rollercoaster with my investments this year. To describe the journey, a lyric from the popular Chinese song "Peng Yu" or Friends by Emil Chau captures it perfectly.  I viewed my tech stocks like $Invesco QQQ(QQQ)$ as loyal friends who would journey with me forever, a bond cemented by my hard earned cash. However my friends turned on me during market volatility, their prices falling dramatically & leaving me high & dry. The QQQ's recent drop on December 12, felt like a harsh betrayal. Despite the pain of seeing a sea of red in my portfolio, I am holding on to these friends with a mix of loyalty and ho

@Barcode:$NVIDIA(NVDA)$ $Oracle(ORCL)$ $Tesla Motors(TSLA)$ 🚀📊🔥 Nvidia’s High Compression Flag, Liquidity Regime Shift, And Tesla’s Delivery Overhang Are Setting Up A Very Specific Playbook 🔥📊🚀 📉 I’m convinced the market is now entering a regime where rotation, not mega cap leadership, dictates the next leg. Nvidia is replicating the 2020 to 2021 high compression flag with striking symmetry. The structure is unmistakable. A prolonged volatility coil, a mid cycle deceleration, and then months of flat to sideways behaviour inside the lower half of a broadening megaphone before any meaningful expansion. This is not the leadership phase. This is digestion. The 4H Keltner and

@Shyon:Oracle's $Oracle(ORCL)$   latest earnings were definitely disappointing, and the market reaction makes sense to me. When both total revenue and cloud revenue come in below expectations, it signals that the company's growth engine isn't firing as strongly as investors were hoping—especially in a period where hyperscalers and AI-driven cloud demand are supposed to be accelerating. The revenue miss alone would've been enough to pressure the stock, but the rest of the report added even more uncertainty. What really stood out to me was the -$10 billion in free cash flow. That's not a small deviation—it's a major swing that raises questions about underlying cash-generation strength. I understand that Oracle is in