$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is number 9. 15 July BlackRock CEO Larry Fink discusses his bullish outlook on the markets for the coming year, driven by technological revolutions and the role of US capital markets. Key takeaways from the discussion: • The AI Infrastructure Boom: Fink emphasizes the need for massive investment in data centers and compute capacity. He notes that while hyperscalers are spending trillions on capex, the primary challenge is not demand, but rather the speed at which the US can build the necessary power grid infrastructure to support AI (1:45-2:30). • The Power Challenge: Fink warns that the US must become "power agnostic" and accelerate energy pro
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 2nd CBA trade this week as TSLL made a lot of big moves up and down recently. Got to cash out whenever appropriate and to avoid getting caught in a sudden sell offs[Cool] [Cool]
$T-Rex 2X Long CRWV Daily Target ETF(CRWU)$$CoreWeave, Inc.(CRWV)$ Coreweave stock dropped massively 2 days in a row after bloomberg report that META was planning a cloud business to sell computing power. However, i dont think that there is any change in the hyperscalers procurement direction towards GPU compute and also the GPU shortage is still the norm across the industry. Meta also have a lease with Coreweave until 2032 and probably will not be able to resell the capacity they got from Coreweave. Coreweave is a super high Beta stock that moves very fast so im making a small entry as the price is ve dry attractive now after 2 days of big drop.
$Sea Ltd(SE)$ Finally managed to hit $100 price and decided to cash out as price hit my target but took way longer than expected. Many other stocks on big discount now.