Computing Power Prices Are Rising. Who Will Benefit? SpaceX's disclosed IPO prospectus has sent shockwaves through the AI and computing infrastructure market. This document not only provides a comprehensive view of SpaceX's ambitious roadmap across space exploration, satellite internet, and AI infrastructure, but also reveals a blockbuster over $40 billion data center deal with AI unicorn Anthropic. When viewed alongside SpaceX's massive order, NEBIUS's recent GPU price hike announcement, and Applied Digital's signing of a large-scale AI factory leasing agreement, a clear industry trend appears to be emerging: Contrary to some pessimistic expectations of oversupply, the global computing power leasing market is instead undergoing a complete repricing and rapidly accelerating toward a new wa

IBM Soars 12% as Bullish Options Bets Explode. Is Quantum Computing Entering Its AI Moment? $IBM(IBM)$   shares surged more than 12% on Thursday, lifting the broader quantum computing sector alongside it, with $Rigetti Computing(RGTI)$  , $D-Wave Quantum (QBTS.US)$, $Infleqtion (INFQ.US)$ and $IonQ Inc (IONQ.US)$ all posting sharp gains. The key catalyst behind the rally was the U.S. government's plan to provide roughly $2 billion in funding to nine quantum computing companies through the CHIPS Act, while also taking minority equity stakes in the sector for the first time. IBM is expected to receive around $1 billion in support, while the company itself plans t

Microsoft's Next AI Wave? Massive Options Bet Targets Up to 70% Upside As the AI trade gradually shifts from the “GPU and compute arms race” toward actual enterprise AI monetization, $Microsoft(MSFT)$   is once again emerging as a core long-term institutional favorite on Wall Street. The discussion around Microsoft's long-term AI valuation re-rating intensified further after Bill Ackman revealed that Pershing Square had made Microsoft a core holding. Against that backdrop, Microsoft's options market saw a highly notable long-term institutional trade on Wednesday. The trader simultaneously bought 8,000 contracts of the MSFT December 2027 $595 Calls while selling 8,000 contracts of the December 2027 $705 Call

Nvidia Crushes Earnings Again: Revenue Beat, Strong Guidance, $80B Buyback $NVIDIA(NVDA)$   once again delivered a broadly better-than-expected set of results in its latest fiscal Q1 2027 earnings report, further reinforcing the market's view that the AI supercycle is still accelerating. The company reported first-quarter revenue of $81.6 billion, up 85% year over year and above Wall Street expectations of roughly $79.19 billion. Adjusted EPS came in at $1.81, also topping the consensus estimate of $1.78. Core data center revenue reached $75.2 billion, surging 92% year over year and remaining Nvidia's primary growth engine. Meanwhile, data center networking revenue climbed to $14.8 billion, up 199% from a y

I think $NVIDIA(NVDA)$ can deliver another “beat and rise” moment like May last year. I will keep holding it foe long term investment.

SpaceX IPO was a smart play. I believe it will be spike on day one since it is going like Hot Cakes, many musks supporter is looking for it. 1.75 trillion valuation might be justified but I will wait for the pullback (not joining the IPO)

Memory Stocks Drop 10%+: A Shakeout in One of AI's Hottest Trades Why Memory Stocks Are Falling Now The pullback is driven more by sentiment and positioning than by a clear deterioration in fundamentals.  After a sharp AI-led rally, investors are reacting to four concerns:  First, profit-taking after a crowded run;  Second, Samsung's former chip chief warning that memory prices could fall from the second half of next year as China-led supply expands;  Third, CXMT's rapid revenue growth, which reinforces concerns about future commodity DRAM supply;  and fourth, Samsung's strike risk, which is pricing-positive in theory but creates short-term supply-chain uncertainty in practice.  The key point is that none of these headlines proves the 2026 memory upcycle is ov

Seagate Supply Shock and Nvidia Earnings Create Perfect Storm for Momentum Crash Short sellers more than doubled their bets against Momentum Factor ETF ( $iShares MSCI USA Momentum Factor ETF(MTUM)$   ) on Monday, with short volume jumping to 264k shares — up sharply from 140k and 122k shares over the prior two sessions respectively. The acceleration in bearish positioning targets one of the most crowded trades: a basket of high-beta, AI-adjacent names sitting at the intersection of a supply-side scare, a binary earnings event, and a deteriorating macro backdrop.  The Momentum Factor's Hidden Fragility  $iShares MSCI USA Momentum Factor ETF (MTUM.US)$ tracks stocks with the strongest recent price performance, and by design, its

CrowdStrike's Eight-Day Run Is Telling You Something the Broad Market Isn't While the S&P 500 was selling off hard, one stock quietly strung together eight consecutive green days.  CrowdStrike Holdings ( $CrowdStrike Holdings, Inc.(CRWD)$   ) has been climbing in a straight line through tape that is punishing nearly everything else. Options market and institutional flows show that this stock is being accumulated, and the buyers are not blinking.  Rolling Call Walls When a stock rises for eight straight sessions, what you are watching in the options market is a series of sequential call wall breaches. Each time CRWD cleared a round-number strike — think $500, $550, $600 — dealers who had sold t

Nvidia Recently Hit an All-Time High. What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$   plans to report fiscal Q1 earnings this week at a time when shares of elite chip designer and AI king recently hit an all-time high, rising some 40% since setting their 2026 bottom in March. Let's check out the stock's fundamentals and technicals. Nvidia's Fundamental Analysis NVDA shed more than 20% between its October 2025 high and its March 2026 low, but then began rebounding in late March and set a $236.54 intraday record on May 14. The stock hit an all-time high just as Nvidia prepares to release quarterly results after the closing bell on Wednesday, with the Street currently looking for $1.78 in adjusted earni

Google I/O: Google's Next Big AI Bets in the Post-GPU Era $Alphabet(GOOGL)$   Google is set to hold its I/O conference on May 19, 2026. In previous years, the I/O conference has consistently served as Google's premier showcase for unveiling new products. At the 2025 event, Google released the Gemini 2.5 series of models along with its seventh-generation TPU, Ironwood. Earlier this April, at the Cloud Next conference, Google already unveiled the eighth-generation TPUs 8t/8i (codenamed Sunfish/Zebrafish), marking the first time it has separated training and inference into two completely independent architectures. Since I/O focuses more on consumers and developers, Google is likely to introduce the cost and p

The IPO of the Century Is Coming: SpaceX Targets June 12 Listing — Which Stocks Could Benefit? SpaceX, Elon Musk's commercial space leader, has reportedly accelerated its IPO timetable. The company may file its prospectus as early as May 21, begin its global roadshow on June 4, and list on Nasdaq as early as June 12. The IPO could raise $80 billion or more, with a potential valuation of $1.75 trillion to $2 trillion, which would make it one of the largest IPOs in capital-market history.  The proceeds are expected to support two strategic priorities: accelerating large-scale regular launches of the next-generation Starship program, and building a low-Earth-orbit space data-center network. Recent Major Developments Capital Strategy: Institutional Support and a Stock Split to Lower the R

GLD Short Volume Doubles as Inflation Shock Revive January Flash Crash Concerns Short sellers significantly stepped up their bets against Gold ($SPDR Gold ETF(GLD)$  ) on Thursday, with short volume surging to 1.49 million shares — double the approximately 745,000 shares shorted the prior session. Three reasons stood out. As a pair of hotter-than-expected inflation prints last week forced a dramatic repricing of Fed expectations and raised an uncomfortable question: could gold be setting up for a repeat of its late-January flash crash? A one-two inflation punch. The bearish case crystallized last week when back-to-back inflation reports came in above estimates. CPI printed at 3.8%, edging past the 3.7% consensus

Nvidia Post-7-Day Streak: Chart Signals $NVIDIA(NVDA)$  's breakout is arriving with unusual market heat behind it: the stock has risen for seven straight trading days, its market cap is approaching the $6 trillion mark, and it has gained about 18% since May, leading the Mag7.  More importantly, the AI trade may be rotating back toward Nvidia after earlier strength in memory and CPU-related names, as investors refocus on the core AI infrastructure leader. Daily Chart: Breakout Confirmed, but Not an Early Entry The daily chart has shifted from recovery to right-side confirmation. NVDA has cleared its multi-month $165–200 base, turning the old resistance zone into a new support reference. Trend structure is s

Precious Metals Bloodbath: Gold, Silver Miners Crushed as Dollar and Yields Surge Against the backdrop of continued strength in U.S. economic data and a market rapidly repricing the Federal Reserve's rate-cut path, the precious metals sector suffered its most severe systemic selloff of 2026 on Friday. Spot gold plunged 6.38% while spot silver collapsed 8.45%, triggering a broad-based selloff across precious metals and mining stocks. At the same time, the U.S. dollar index and Treasury yields surged sharply, becoming the key drivers behind the collapse in bullish sentiment toward the sector. Data showed the ICE U.S. Dollar Index rose about 0.3% to around 99.17, while the U.S. 10-year Treasury yield briefly climbed to 4.54%, marking its highest level in nearly a year. For gold and silver, th

Microsoft Retail Traders Build Bullish Positions After Ackman Takes Stake $Microsoft(MSFT)$   is seeing retail traders build bullish option positions in the tech giant, betting they can profit from billionaire Bill Ackman's disclosure, which could trigger increased institutional buying of the stock that has trailed its Magnificent Seven peers this year.  Call options that give their holder the right to buy Microsoft shares rose to about 777,200 contracts in the first one-and-a-half hours of trading Friday, surpassing yesterday's total of 545,644 contracts and the 20-day average of 578,778 contracts. This lopsided shift in the derivatives market indicates that investors are attempting to front-run—or buy in

S&P 500 Ekes Out Seventh Consecutive Weekly Gain as Energy Leads The Standard & Poor's 500 index edged up 0.1% this week, its seventh consecutive weekly gain, as a strong advance in energy stocks helped outweigh declines in other sectors. The $S&P 500(.SPX)$   ended the week at 7,408.50, up slightly on the week but down from the new closing high it reached Thursday at 7,501.24. The market benchmark also hit a new intraday high on Thursday at 7,517.12. The seven-week win streak is the index's longest since a nine-week run that ended in December 2023. The S&P 500 is now up 2.8% for the month and has climbed 8.2% in 2026. The week's advance was driven by gains in only four of the S&P 500's

Cerebras Short Sellers Capped Rally for 2026's Biggest IPO $Cerebras Systems(CBRS)$   short sellers piled in as the stock of $NVIDIA(NVDA)$  's newest rival more than doubled during its trading debut, capping gains for the semiconductor company that logged this year's biggest initial public offering. The stock initially jumped as much as 200% Thursday during its trading debut. Short sellers immediately moved to bet against the rally by selling borrowed shares they did not own. This activity totaled 6.95 million shares on the first day, accounting for about 21% of all trading volume according to market data published on May 14. Bearish investors pointed to a ma

Targeting $279: Can NVIDIA's Q1 Earnings Justify Wall Street's High Expectations? As $NVIDIA(NVDA)$   prepares to report its fiscal first-quarter 2027 results on May 20, 2026, Wall Street analysts maintain a nearly universal bullish stance. Driven by sustained demand for artificial intelligence infrastructure, major banks have aggressively raised their price targets in recent weeks. This robust optimism is clearly reflected in the stock's recent performance. NVIDIA shares recently extended a 20% rally over a seven-day period, climbing to as high as $236.47. The surge was primarily fueled by investors pouring capital into chipmakers that are profiting from massive investments in artificial intelligence. Cons

Recently this stock keep dropping but I think I will just hold it, whats your opinion? pls help me on this @koolgal @LMSunshine @melson @Universe宇宙 @Aqa @rL @Fenger1188 @SR050321