Looking for the low hanging fruit in the puzzle of all puzzles. Trade Ideas/Opinions should not be blindly followed, no buy/sell solicitations here. sarcastic.
Alphabet has reportedly tapped Intel to manufacture 3 million TPUs in 2028, after months of testing its manufacturing process, per the Information.
$GOOG$INTC$AVGO
Super Micro is raising $7 billion in equity and equity-linked transactions to purchase components needed to fulfill ~$39 billion in AI server orders from more than 20 customers.
$SMCI$NVDA$AMD
Despite $ORCL furthering its debt problem and being down 10% there are some names within software that are still holding on, $DDOG$SNOW and now new earnings winner highs on $NAVN , market has yet to find it's footing, next spot on $QQQ for me is 686.37 vs Tuesday low.
Despite $ORCL furthering its debt problem and being down 10% there are some names within software that are still holding on, $DDOG$SNOW and now new earnings winner highs on $NAVN , market has yet to find it's footing, next spot on $QQQ for me is 686.37 vs Tuesday low.
Next bear market in bitcoin not counting this ones $MSTR is a single digit margin called midget.
Laser eyes movement much like the $AMC and $GME movement of old. Is absolutely finished.
Leopold is not reckless.
Stan Drukenmiller said on interview around 6months ago maybe a year, that the next iteration of the portfolio manager is going to be one that combines AI expertise with discretionary understanding of markets. Could be seeing that right now.
$QQQ 35% move in 9 weeks to lose a little under 5% in a session , historic moves on both sides, orderly to be honest. Parabolic action to the upside will always carry risk of far larger than avg pullbacks.
$QNT prices Wednesday night, trades Thursday on Nasdaq.
And they just upsized: range to $53–55 from $45–50, 26.5M shares, ~$14B valuation.
First traditional quantum IPO — no SPAC backdoor. Honeywell spinoff , 400x sales.
ALT The most anticipated earnings releases for the week of June 1, 2026, are Broadcom #AVGO, CrowdStrike #CRWD, Credo Technology #CRDO, Palo Alto Networks #PANW, Hewlett Packard Enterprise #HPE, Ciena #CIEN, Rubrik #RBRK, Planet Labs #PL, C3.ai #AI, and Dollar General #DG.