Joined March 2022
- Tweets 7,868
- Following 142
- Followers 2,447
- Likes 26,011
2,864 Photos and videos
$JPM 2.31% as bank leadership flagged 2026 loan growth above the industry, lifting the core earnings outlook.
SPY tone is split, with attention on critical-materials outperformance and fee-conscious personal finance chatter, keeping sentiment selective rather than broad-risk-on.
That selective bid favors high-quality financials, and the Prometheus AI backing adds a secondary growth angle.
#JPMorganChase
#Banks #Earnings #Macro #AI
1
28
1
73
$INTC 6.51% to $124.57 as chip names caught a bid on the agentic-AI growth read-through today.
SPY tone was risk-on with hopes of a near-term US–Iran interim peace deal, easing tail-risk and helping cyclical tech bounce.
The SpaceX debut added to the upbeat tape, but the AI-semis momentum looks like the main driver behind this pop.
#Intel #semiconductors #AI #SPY #stocks
1
2
160
$SNDK 5.24% as multi-year AI memory supply deals ($42B commitments) add earnings visibility and keep the AI storage melt-up intact.
SPY’s grind higher on US-Iran peace optimism is helping risk appetite, amplifying momentum in crowded AI hardware trades.
At ~$1,980, price is extended, but contracts are the catalyst behind today’s bid.
#Sandisk #AI #Semiconductors #SPY
2
104
Jun 13
#Mythos5 isn’t just another model — it's already compressing months of quant backtesting, strategy research, and complex algo development into hours.
The sudden global shutdown proves how powerful these tools have become.
New generation of AI changing finance, or just hype?
The government’s reaction suggests the former.
@AnthropicAI
x.com/i/status/2065597531644…
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
2
92
Jun 12
$TSLA 4.60% to $399.15 as the tape bounced with SPY risk-on vibes on Iran deal hopes and a rebound in chips/AI.
Tesla caught extra bid from SpaceX IPO buzz and renewed Musk halo, plus JPMorgan’s Neutral upgrade keeping autonomy/robotics optionality in focus.
Sentiment tailwind matters here given recent Mag 7 drawdown.
#Tesla #EV #Autonomy #SPY
2
176
Jun 12
$INTC 9.27% as BofA’s double-upgrade lit a bid under semis, with chips/AI rebounding.
SPY tone turned risk-on on Middle East deal optimism and “buy the pullback” chatter, which added fuel to the upgrade squeeze.
If the broader Nasdaq-led bounce holds, Intel can try to build on today’s CPU-growth catalyst.
#Intel #semis #stocks #SPY #chips
2
139
Jun 12
$AMAT 11.19% ripped as Barclays reiterated Overweight, arguing the AI infrastructure buildout keeps chip equipment demand strong.
SPY tone improved on softer core PPI and easing Middle East risk, helping semis bounce and adding fuel to the move.
After a sharp run, expect tighter ranges near recent highs as traders fade/defend momentum.
#AppliedMaterials #semiconductors #AI #SPY #trading
2
87
Jun 12
$MU 11.66% as memory stocks ripped higher on AI data-center demand and a rebound in chips.
SPY’s sharp risk-on bounce on Middle East peace hopes helped bid up high-beta semis after the pullback.
Micron led as dip-buying shrugged off near-term memory supply fears and refocused on tightening DRAM/NAND pricing.
#Micron #semiconductors #SPY #AI #trading
2
129
Jun 12
$SNDK 14.5% to $1881 as the memory/semis rebound led today’s tape.
SPY tone flipped risk-on after Iran de-escalation headlines, helping high-beta chips catch bids.
But the main driver is the memory-stock rally on AI data-center demand, pushing SNDK to fresh highs.
#Sandisk #Semiconductors #Memory #SPY #AI
2
2
210