Small account, big moment! 🚀 Just got followed by @dylan – Chairman & CEO of $VOYG (Voyager Technologies). Honored to be on his radar. I'll keep on posting about stock trends 📈🌴

I don't see a lot of YTD these day $AMD $SKHY $PSIX $CMPS $CBRS $WULF $BABA 🔴

SK hynix's 🇺🇸 subsidiary, Solidigm, is considering an IPO that would value the unit at $150 Billion

SOLIDIGM EYES $150B IPO SK Hynix is considering taking its U.S. storage subsidiary Solidigm public as early as 2027 in an IPO that could raise about $15B and value the company at up to $150B, per Reuters. Solidigm was created after SK Hynix acquired Intel’s NAND memory and SSD business for roughly $9B and combined those operations into a standalone U.S. subsidiary. The company sells enterprise SSDs used in servers, cloud infrastructure and AI data centers, with a growing focus on high-capacity storage for AI workloads. Solidigm has already begun meeting with investment banks for potential IPO roles, marking an early step toward a listing that could become the largest-ever U.S. semiconductor IPO. SK Hynix has also been exploring ways to expand Solidigm, including a possible U.S. NAND manufacturing plant, with upstate New York reportedly under consideration. Source: Reuters

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment. But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable. Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything? And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on. But what if the old models don’t apply to the current paradigm and the Fed is wrong? I think the Fed might have just made a mistake. Am I right or am I wrong?

*CHINA PRESIDENT XI: CHINA SUPPORTS THE UNITED STATES AND IRAN RETURNING TO THE ISLAMABAD MEMORANDUM OF UNDERSTANDING

*U.S. AND IRAN DISCUSSING MULTI-PHASE DEAL TO REOPEN STRAIT OF HORMUZ AND END U.S. BLOCKADE

$PL starter ! $GOOG own 10%

$TE starter

Robert W. Baird cut its $FSLR First Solar price target from $318 to $290 while maintaining an “outperform” rating. I'll take the risk from 180$

$FSLR Starter LONG

$AOSL First blue 🔵 on the 4H let's see

$CMPS still above all moving average on the weekly 🟦= Strong GO

Both $FPS and $PSIX are 🟦 Strong Go today, even though the market is down 🩸, thanks to @HunterAllen4 for those picks

Totally agree, AI and robots. There is no coming back.

$UUUU entry starter

Wow, not another deal 😭 under $200 million in exports to Angola last year. You'll need more than that to cover $456 billion in exports to the U.S. This jester is completely insane.