@Barcode:$Texas Instruments(TXN)$$Silicon Laboratories(SLAB)$ $Enphase Energy(ENPH)$ ๐ ๐ Silicon Labs $SLAB is among the top performers on Nasdaq today after agreeing to $7.5B buyout proposed by Texas Instruments $TXN . SLAB +49.3% today to trade at $204.03, marking its best daily pop EVER, after earlier hitting a three year high of $207.49. SiliconLabs $SLAB, Q4-25. Results: ๐ Adj. EPS: $0.56 ๐ข ๐ฐ Revenue: $208.2M ๐ข ๐ Net Loss: $2.7M ๐ Strong YoY revenue growth driven by Industrial & Commercial, with margin expansion and non-GAAP profitability. ๐ โโโโโจ โฃโกโโโโโ โโโโโ! โโโโโกโข, โโ๐๐๐
@Barcode:$RTX Corp(RTX)$$Lockheed Martin(LMT)$ $Northrop Grumman(NOC)$ ๐๐ $RTX's Raytheon just locked in a 7-year Pentagon deal to surge missile output.. Tomahawks ramping toward 1,000/yr, AMRAAM โฅ1,900/yr, SM-6 >500/yr!! Clear signal DoD is restocking and committing to multiyear demand. Defense upcycle & visibility for $RTX!! $RTX | ๐๐๐ ๐๐จ๐ซ๐ฉ: Wolfe Research reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, maintains ๐๐ ๐๐ญ $๐๐๐ Analyst sees $7โ8B upside from missile build-out, with Raytheon segment growth acceleration and notes improving defense positioning. $LMT, $NOC, $RTX and other A&D names all catching a bid. WTI crude up almost 1% Iran talks on Fri are cancelled
@Barcode:$Strategy(MSTR)$$CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ ๐๐๐ $MSTR earnings due tomorrow and the real tell isnโt EPS, itโs dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade โ ๏ธ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 ๐ฑ โโโโโจ โฃโกโโโโโ โโโโโ! โโโโโกโข, โโ๐๐๐
@Barcode:$Sea Ltd(SE)$$Alibaba(BABA)$ $MercadoLibre(MELI)$ ๐จ๐๐ฅ Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates ๐ฅ๐๐จ Iโm seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10ร normal volume. Feb 130p is the most active strike while fresh positioning builds in June 100p. Price is down about -6% on the day, trading near its lowest level since April and still roughly -13% Y/Y as momentum unwinds across growth names. Yet the earnings and cash flow trajectory keeps strengthening. TTM revenue now exceeds $21B, growing about 38% YoY, with a 5-year revenue CAGR near 22%. Pr
@Barcode:$iShares Silver Trust(SLV)$$Amazon.com(AMZN)$ $Apple(AAPL)$ ๐ฅ๐ฅ๐จ๐ฅ SILVER LIQUIDITY FLUSH SHOCKS GLOBAL MARKETS ๐ฅ๐จ๐ฅ ๐ฅIโm glued to this into Monday as China ๐จ๐ณ sets the tone after silver smashed through structure in a classic liquidity flush. $SLV turnover hit a record $41B Friday, traded value greater than $AAPL and $AMZN combined, vs barely $2B a month ago. Institutions warned of profit taking, options signalled risk, then silver plunged $40 an ounce in a brutal 26% record crash as Warsh Fed talk boosted USD and Chinese flow turned parabolic and untradeable. SI1 dumped 31.37% to 78.53, slicing LB T1 near 70 as momentum and flow flipped.
@Barcode:$McDonald's(MCD)$$Paramount Global(PARAP)$ $Top Wealth Group Holding Limited(TWG)$ ๐จ๐จ๐จ Wild collab: McDonald's $MCD x Paramount Caviar are launching a โMcNugget Caviar Kitโ featuring caviar, crรจme fraรฎche, spoon, and a $25 Arch Card for the nuggets. Giveaway-only drop on Feb. 10. Iโm seeing a clear sentiment shift in $MCD after BTIG upgraded the stock to Buy with a $360 price target, pointing to roughly +14% upside as traffic momentum rebuilds across the system. ๐ Value strategy is working again Franchise checks show the value reset is pulling customers back. Extra Value Meals combined with the $5 and $8 meal platforms are driving stronger g
@Barcode:$CME Bitcoin - main 2602(BTCmain)$$Bitwise XRP ETF(XRP)$ $Coinbase Global, Inc.(COIN)$ ๐๐ฅ Metals Flushed Yesterday. Crypto Liquidated Today. Global Risk Reset in Motion. ๐ฅ๐ Iโm watching a full cross-asset deleveraging wave hit markets in real time. Metals liquidated first, now crypto follows with aggressive forced unwinds as leverage gets purged and liquidity pockets get raided across majors. Crypto never trades in isolation. This is macro repositioning, volatility expansion, liquidity drain and risk regime repricing colliding simultaneously. ๐จ Crypto Damage Snapshot ๐ฅ $BTC โ7.9% ๐ฅ $ETH โ11.5% ๐ฅ $SOL โ13% ๐ฅ $DOGE โ12%+ ๐ฅ $XRP โ9%+ This
@Barcode:$ARK Space Exploration & Innovation ETF(ARKX)$$Rocket Lab USA, Inc.(RKLB)$ $Palantir Technologies Inc.(PLTR)$ ๐๐ฐ๏ธ๐ Space & Defence Momentum Building Through $ARKX ๐๐ฐ๏ธ๐ Iโm holding $ARKX for diversified exposure to the accelerating space, defence, AI infrastructure, and autonomous aviation cycle, with unrealised profit currently at +9.77% as momentum, liquidity rotation, and positioning continue rebuilding across innovation and defence leaders. Instead of single-stock risk, I see $ARKX as strategic exposure to the entire innovation stack, where satellite networks, launch providers, defence tech, AI compute, and autonomous flight conv
@Barcode:$SLV 20260618 69.0 CALL$$Silver - main 2603(SImain)$ $SPDR Gold ETF(GLD)$ ๐ฅ SOLD INTO THE PANIC AS THE METALS COMPLEX IMPLODED ๐ฅ๐ค๐ธ๐ฐ I closed my $SLV call as the tape cracked wide open! ๐ฅ +397.34% realised ๐ฐ +$15,614.95 locked ๐ช Tiger coins secured What followed was not a dip. It was forced liquidation across the entire metals complex. ๐ก Gold โ9.2% worst day ever โช Silver โ27% worst day ever since 2011 ๐ Copper โ4.4% ๐ต Platinum โ18% I donโt fight the tape. I extract liquidity, step aside, and let volatility do the damage. This is precision execution when panic floods the order book, not prediction. Survival first. Prof
@Barcode:$Apple(AAPL)$$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ ๐ฑ๐จ๐ณ Appleโs China Revival, $AAPL Signals A Structural Demand Inflection ๐จ๐ณ๐ฑ Iโm framing this as a structural China re-acceleration, not a short-term earnings sugar hit. Apple $AAPL is reasserting relevance in Greater China ๐จ๐ณ, and the data confirms a regime shift in demand and sentiment. ๐ฐ Greater China revenue surged +38% YoY to $25.5B ๐ First $25B+ China quarter in four years ๐ฅ Second best China quarter in Appleโs history ๐ A clean breakout in Appleโs China revenue trajectory ๐ฑ iPhone 17 drove record upgrades and switchers ๐ 22% shipment share, Apple now #1 in the market ๐ Premium m
//@Barcode:๐ What a reversal! ๐ $SNDK is now down over 20%, or roughly $130 off its intraday highs. ๐ ๐ ๐ ๐ ๐ จ โโกโโโโโ ๐ ๐ ๐ ๐ ๐ ! ๐ ๐ ๐ ๐ ๐ ก๐ ข ๐ ๐ ๐๐๐
@Barcode:๐พ๐ง ๐ $SNDK SanDisk and the AI memory regime shift, real earnings power meets extreme price extension ๐ฟ๐พ๐