$Alphabet(GOOGL)$ TPUs adding to $NVIDIA(NVDA)$ GPU demand. New TPU generation leans hard on HBM & $Micron Technology(MU)$ is one of the only suppliers with real capacity. As GOOGL scales TPU clusters, $Micron Technology(MU)$ becomes the go-to source for the extra memory the industry suddenly needs. $Micron Technology(MU)$ closing +2.98% | Volume 36.7M (≈ 1× avg)Range 9.64% | RSI(14) ≈ 58 (neutral zone)Intraday flow +$0.96B (3rd straight day of net inflow)Large lots modest net-out → small/mid lots catch, chips not loosened Technical Levels (1-3 day view)Support 202-205 ← multiple
The government shutdown is expected to end on November 15th...Could the market take this opportunity to correct by 10%, before surging again after the government reopens?Market liquidity has been increasingly tight recently, with the US government shutdown now exceeding the longest in history.If this continues, it could lead to significant market volatility.Tight liquidity will first cause a market downturn, with speculative stocks and trending stocks being the first to suffer.$S&P 500(.SPX)$$Vanguard S&P 500 ETF(VOO)$$Invesco QQQ(QQQ)$$ProShares UltraPro QQQ(TQQQ)$$Destin
Berkshire Gets a Downgrade — So Why’s Buffett Buying More? 💰
Wall Street Doubts, Buffett Invests — Who’s Got It Right This Time?🤔Wall Street just turned bearish on Warren Buffett’s empire — but the Oracle of Omaha isn’t slowing down.Earlier this week, KBW downgraded Berkshire Hathaway $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ to “underperform”, citing slowing growth across several businesses: GEICO’s margin pressure, BNSF Railway’s trade exposure, and lower interest income from Berkshire’s record $344 billion cash pile. Since Buffett announced his plan to step down as CEO in early 2026, Berkshire’s Class A shares have trailed the S&P 500 by more than 28 percentage points.So when a downgrade hits, most investors step back. Buffett? He writes a $9
NVDA $100 Billion Investment Secures $350 Billion in Revenue, Overall AI Infrastructure Benefits
$NVIDIA(NVDA)$ 's stock soared to a new high after news broke of its planned $100 billion investment in OpenAI, which intends to build and deploy a 10GW computing infrastructure.This 10GW capacity is considered incremental, leading to a positive market reaction across the broader AI infrastructure sector, including key players like $CoreWeave, Inc.(CRWV)$$APPLIED DIGITAL CORP(APLD)$, as well as storage and power companies.A closer look at the collaboration details reveals:Nvidia will assist OpenAI in deploying the 10GW data center, with the project slated to commence in the second half of 2026, starting with the 'Rubin' generation of GPUs. Following the signing
(1) Share-Price PerformanceDuring the September 2025 before rate-cut settleed, $Tesla Motors(TSLA)$ has delivered the strongest post-meeting rally among the Magnificent Seven. This is no accident. Beyond building electric vehicles, Tesla operates in energy-storage, solar panels, and—crucially—AI-driven autonomy, all of which are highly interest-rate-sensitive. Lower discount rates effectively hit the “turbo” button on these long-dated, capital-intensive ventures.(2) Business TailwindsAuto SalesCheaper financing cuts the monthly payment on a Model Y by double-digit percentages, directly lifting unit demand. Simultaneously, new plants in Texas, Berlin and Mexico are ramping, letting Tesla spread fixed costs over more vehicles and expand gross margin
Nancy Pelosi's Janauary Trade of Google Call Options Wins Again
Nancy Pelosi filed a purchase of up to $500K of $Alphabet(GOOG)$ call options at the start of this year. At first, it looked like a rare miss.Image$GOOGL has now risen 20% since the trade.On January 14, 2025, former U.S. House Speaker Nancy Pelosi reported in her STOCK Act disclosure document:• Purchased 50 Alphabet Inc. call options (strike price $150, expiration date January 16, 2026), each with a value of $250,000–$500,000, for a total notional value of approximately $5 million.• During the same period, she also purchased options on Amazon and Nvidia using the same structure, while reducing her holdings in Apple and Nvidia.Market AnalysisBetting Target: Google's current share price is approximately $200, the options are already in-the-money, an