Rudiger deserves £200k. We need to keep him, as it looks like his best years are still yet to come. Better have him spend them with us at #ChelseaFC, rather than selling him and improving the defence of a #EPL rival or a #UCL team.
#PremierLeague#Trending
Chelsea are likely to have to make defender Antonio Rudiger among the highest paid players at the club if they are to keep him at Stamford Bridge.
Rudiger has entered the final year of his contract and talks are ongoing with Chelsea over a new deal.
Micron can’t buy back stock until December. At that point we expect a massive buyback announcement and we hope the company aggressively buys back stock at these levels. $MU
$MU, $STX, $WDC, and $SNDK
Setting up as potential breakout candidates in the future if they can continue to hold its low.
Disclaimer: we're up on our positions already, and will continue to hold unless proven otherwise.
$MU You know what's the craziest thing about Micron right now?
Micron is about to out-earn every single Mag 6 name next quarter in operating income.
Respect the CASH
$MU Morgan Stanley report suggests that the market hasn't priced in Micron's new guidance yet.
"Micron extends its qualitative guidance out to 2028; expecting S/D for memory to be tighter in both 2027 and 2028 than this year…..
… that's unlikely to be initially priced in by investors, but matches our assessment of what the strength in AI demand means for memory"
MS raised FY28 EPS 51% to $225, now 25% above consensus
Bullish 🔥
$AVGO$AVGO keeps showing why AI is bigger than GPUs.
Custom silicon + networking + infrastructure.
If AI spending stays strong, this could remain one of the names worth watching closely.
$NVDA$AMD$MRVL$CRDO
$AVGO
AI is not only about GPUs.
$AVGO is becoming a key player in AI networking and custom silicon.
As data centers scale, infrastructure becomes the next battlefield.
Watching this one closely.
Hot stocks: $NVDA$AMD$MRVL$TSM
$AAPL
Apple’s AI future is attracting attention.
$AAPL has one of the strongest ecosystems in tech and investors are watching its AI strategy closely.
A major market mover.
Hot stocks:
$AAPL$NVDA$MSFT$META
$MRVL
The AI revolution needs faster connections.
$MRVL is positioned around the growing demand for data center connectivity.
One to keep on the watchlist.
Hot stocks:
$MRVL$CRDO$NVDA$AVGO
$DELL has been another strong AI infrastructure play.
Roughly +35% over the past two months.
My strategy here:
Don't enter after a huge green candle.
Wait for price to build a base.
Then:
Base → breakout → volume confirmation.
That's the trade I want.
If DELL loses the breakout structure, I’m out of the setup.
Softer inflation helped stocks early today.
But stronger economic data pushed yields higher again.
That’s the battle right now:
Growth vs. inflation vs. interest rates.
$DASH was one of the stronger names yesterday, climbing roughly 4.8%.
Today I’m watching whether that momentum can hold after the opening bell.
A move through resistance with strong volume would give the setup more confirmation.
$PLTR
Still one of the most interesting AI names on my screen.
I’m watching the current consolidation closely.
A breakout with strong volume could bring momentum traders back fast.
$MU is the one I’m watching.
AI memory demand remains a major theme, and MU is showing strength.
Watch the reaction around resistance.
Breakout + volume could bring momentum fast.