To The Moon

AMD, SMCI, QCOM, ARM: all jump I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts. Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing "ai" and trying con people into investing continually), then that is poor long term planning. I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butt

The slide of silver may look huge (biggest wipeout of market value in human history!), but it mostly just took away the gains from the month of January. It might have been worrying if it took us back to the value of say... June 2025, that would have everyone questioning why and re-evaluating what we truly knew. However wiping a month of gains is small matter, and easily explained by the market's overreaction to the new fed pick, Warsh. I still cannot come to terms with this hilarious situation. Everyone was worried that the us president would pick someone who is like putty, easily pressed into doing his bidding. Now an inflation hawk is picked, and he is someone who supposedly would not allow infringement of the fed's independence, then everyone decides that safe haven assets is no lo

A stark reminder that investing based on vibes without doing your due diligence is not wise, especially if the guy in charge is morally and ethically bankrupt. He does not truly belief in the vision he stated and only cares about hoarding money (your money if anything), so what are you even holding on for? The man is on to his next get rich quick scheme, merging xai and spacex and looking at an ipo in the middle of 2026, tsla investors will realise true pain when it all comes crumbling down. "AI" as it is in the mass market context is a scam, the merger is hoping to obfuscate that and give it a veneer of credibility. As it is the ai industry is oversaturated and likely has no real value especially for a late entrant that only wants to cash in on the trend. I have no doubt that sp

There is absolutely no reason (in my mind) to not buy this dip. People who made money selling could pat themselves on the back, but honestly the market is overreacting. Firstly, gold, silver and other precious metals shot up simply because of the volatility that the usa president brought to the rest of the world. Any perceived slight and he threatens tariffs, be it on friends or foes. His new tactic is to threaten invasion, even more reason for safe haven assets to shine. Secondly, this is an obvious baseless meltdown because of the new fed pick, Warsh. Why is everyone so certain that he is indeed an inflation hawk (for perspective of people who don't keep up much, there is either someone who favours jobs growth or favours tackling inflation, which then affects whether the prefer to mainta

It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users. Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do" Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google

Got to watch $Tesla Motors(TSLA)$   So the announcement is that model s and x would be discontinued, which is fine in itself, maybe tesla would be more competitive by trimming the options and banking on 3 and y. However, I believe that trying to pivot to the optimus robot will likely be the first step to tesla's eventual irrelevance. Firstly, their cars is what commonfolk know them for, a robot might not be what the actual consumers want. Secondly, this almost feels like a gamble that by committing to it, there will be some hype, but it could just as likely fizzle out because of the impracticality (vs a car or the energy storage part of tsla). Lastly, the robot would simply not have the market dominanc

Seems like both MT were trying to pivot too, and I was surprised it looked so bad, their fundamentals look right though. There is still time to adjust to the lower interest rates, so that would be the easy lever to pull. It would also be wise to look to get ahead of their remaining tenancies and lock up the leases to calm the nerves of investors (I recall that one of the two had an average of less than 3 years which sounds shaky). It is also worrying that their DPUs are dropping, while in contrast OUE is going up. Undoubtedly, OUE emerged as the dark horse, +8.3% is impressive, totally unexpected.

If you could know their trades as they make it, then it would be good to follow, because it is obvious they are trading with information that only they have by being political big wigs. However all these declarations come out with some, and can only hint at certain trends, and therefore would be context to consider when making decisions. With regards to UNH, if more disclosures show these politicians disposing, then it would be conclusive evidence that the healthcare insurer is undergoing repricing where the current price would become the norm.

$NVIDIA(NVDA)$  nvda bulls rejoice! China has allowed a first batch of h200 chips into the country. This is a little surprising considering that some analysts thought China was squeezing nvda in a signal to the usa that they wanted more concessions, likely leveraging Mr. Trunp's April visit. It could be likely that the recent pentagon report that they are pivoting away from China as their main security priority, was enough to pacify president Xi.

Is this an official Tiger account? 🤔