Intel's CY26 capex to remain nearly flat. More optSynopsys QOct25 - Revenue up 30% q/q and 38% y/y tI saw Intel opened below $40 this morning and thouUp and down, just watch from the sidelines$CoreweaCRWV has been so volatile lately — all these ups a$Alibaba.US The stock just keeps bouncing up and dLet me be honest: Alibaba's volume today just woulAs SemiAnalysis published an article comparing GooEvery time there's talk about China tightening rul$AMD.US Can't sleep again tonight—went in a bit to$Unitedhealth.US Take it slow with a stock like th$Unitedhealth.US Every time I see a MACD death croWhat’s really interesting about UNH lately is theiAVGO earnings are tomorrow, and it will be interes$Circle.US At this price around 88, I’m kinda tempCircle Asia is heading to Vietnam with an AI-power$Coinbase.US India access and US regulatory talks $Coinbase.US COIN is making moves again, opening uNo real move up, no energy to drop... this is driv来源: Dan NystedtTaiwan’s Big 6 AI server makers saw their best com🚨Elon Musk says President Trump is "right" regardiThis is GCP in 2021, a cash burning business. It'sugly after hours are $orcl earnings really reversiAI hype is making companies do crazy things, ORCL so they missed and spent more, that’s a bold strat$英伟达(NVDA.US)Selling your winners to buy somethingChaos & Conviction: Fed Gets Booed, China Confuses, & Tech Giants Go "All In" on AI$Meta Platforms(META.US) Meta teaming up with Alib$Oracle(ORCL.US) Oracle's earnings report this qua$Alibaba(BABA.US)it looked steadyDude think they called ORCL 11.5% move, like $60b $Oracle(ORCL.US)oracle downAI server giant Wistron held a beam raising ceremoNovember sales by Taiwan stock market listed compaTIME PERSON OF THE YEAR “The Architects of AI” misOracle - Q2 GAAP Earnings per Share up 91% to $2.1Oracle - "RPO increased by $68 billion in Q2 up 15TRUMP: I SEE REPORTS THAT I'M NOT HAPPY WITH CABINTRUMP: I THINK CNN SHOULD BE SOLD$SNDK I did take my paydays off today.Source: SunrOver 1/3 of my holdings are up over 3% today and m$SNDK next level on my radar is a move and hold ovThe Fed cut short term rates by 25bp to a range ofTRUMP: VESSEL NEAR VENEZUELA WAS SEIZED FOR A VERY*TRUMP: DON'T SEE WHY WE CAN'T HAVE 20%, 25% GDP G*TRUMP: IF MARKET GOES UP, WE SHOULD ENCOURAGE IT *TRUMP: RATE CUT WAS A SMALL NUMBER THAT COULD HAV