Following Jesus โœ๏ธ | Family first | Navy veteran โš“ | Investing | AI & data centers | Building Vestiq Finance | Learning AWS & Python | NFA

Itโ€™s simple: AIโ€™s bottlenecks are power and memory. $MU $SKHY $IREN $CIFR $CRWV $NBIS
Itโ€™s absolutely insane how $SPCX is now a full-blown neocloud. Letโ€™s see what new deals $IREN + $NBIS locking in the upcoming months.
UBS: range of revenue per GW data points SpaceX monetization range is wild... $SPCX $CRWV $IREN $NBIS $ORCL
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Everyone was skeptical of @AppliedOpto $600M ATM. The new bipartisan bill makes the reasoning behind it easier to see. The bill targets Chinese optical transceivers in sensitive federal systems. Itโ€™s not a blanket ban on commercial data centers, but it puts a bigger spotlight on secure, non-Chinese supply. Thatโ€™s where $AAOI will stand out, The company is expanding U.S. production for 800G and 1.6T transceivers, with a target of roughly 650,000 units per month by year-end. That capital helps AAOI scale into a market looking for trusted suppliers, the ๐Ÿง is funding the opportunity not just adding shares. $AAOI
Made with AI
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Alright now all we need is blockbuster
Toys "R" Us is trying to make a comeback with plans to open 120 new standalone stores in the United States ๐Ÿ‡บ๐Ÿ‡ธ which would bring their store locations up to 160
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How many active daily users does $META ๐Ÿ‘€๐Ÿซฃ
Muse crossed 2.5M downloads already?? Meta might actually have something here ๐Ÿ‘€
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lol do yโ€™all remember uptober 2025 ๐Ÿ˜ฌ
โ€œHe's not broke, he's just waiting for Uptober.โ€
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This โ€œcycleโ€ is lasting longer than the market wants to admit. Theyโ€™ll figure it out soon enough though ๐Ÿ”ฅ $MU $SKHY look even better everyday.
$MU $SKHY $DRAM Even IF this 10 year LTA gets signed, I fully expect the market to keep calling memory "cYcLiCaL." Beliefs aren't forward-looking analysis. They're religion.
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Waiting to see if crude oil spikes tomorrow since Trump rejected Iran's 7-day ceasefire proposal.
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Wild that this is only the beginning for micron the next 5 years will be glorious. $MU
Micron $MU is currently the best performing stock in the Nasdaq 100 over the last 5 years ๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข
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So is Oracle cooked next week or is everyone buying ?? $ORCL
๐ŸšจOracle might be in big trouble. Its credit default swaps just hit a record high, and its 2056 bonds are now yielding over 8% for the first time. Oracle is one downgrade away from junk status. If that happens, $120 billion of its bonds get automatically pulled from investment-grade indexes. This comes right after Oracle's force majeure notice on its New Mexico data center, and while long-term US yields are hitting multi-decade highs. This isn't just an Oracle problem. Credit default swaps are rising across Google, Microsoft, Amazon, Meta, Nvidia, and SpaceX too. The market is starting to worry about how this entire AI buildout is being financed.
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They grow up so fast. My little munchkin ๐Ÿงธ๐Ÿค
Girl date with my baby Kids Pilates โœจ๐Ÿฉฐ๐ŸŒธ๐Ÿงธ
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This will be an interesting trade, definitely canโ€™t wait to see how the KOSPI opens. $DRAM
I think we could see some weakness Monday, so I opened a DRAM short over the weekend on @liquidtrading First trade on the platform letโ€™s see how it plays out
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kaspa:native how much higher is it going ??
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Tesla is notifying residents in Austin that its Cybercab robotaxi fleet has doubled. Thatโ€™s one way to get more attention ๐Ÿ”ฅ $TSLA
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Feel bad for the people the reset before the reset.
Resets all propagated. That will be all. Have a fantastic weekend.
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$AAOI Coming to Apex of the formation and sitting on the support of the trendline........ Maybe there is a play to come on this one earlier than we think. I will keep monitoring it this weekend and especially before KOSPI open tomorrow night , atm no movement over the weekend on @liquidtrading but we never know when the fomo kick in. Note that until both EMA are claimed back this overall price action remain bearish.
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And I 100% want a job with an AI lab, so I can have unlimited token spend
65% of employees want jobs that help them avoid paying higher gas prices, per Monster
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buyers are willing to lock a decade of silicon ๐Ÿ‘€ $MU $SKHY
$MU $SKHY $DRAM Holy Shit. According to Daishin Securities, some customers are asking for 10-year LTAs to Samsung. Also, Samsung's LTAs terms are extended by another year, every year so it always has 5 years of demand on the books. This is Huge! Source: Chosun (Major Outlet)
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lol memory rally on Monday, Iran News shall not affect us โ—๏ธ $SNDK $MU
I think at least $MU has a solid chance of doing this. JC and I are on the same general page about memory here
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If Iโ€™m being honest the only trader you should follow is ๐ŸซŽmoose sub and join his discord lots of great stuff.
Started trading during the weekend ๐Ÿ’ƒ First highlight was $FET shared yesterday with a position on @liquidtrading We running at +10% profit on it. This is now the SideQuest for overnight and Weekend while waiting the market to open again.
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