Amazon and Google didn’t just poke the Nvidia bear this week—they walked right into its cave with new silicon and big customers in tow. So if you’re eyeing the dip, do you reach for NVDA…or AMZN? At AWS re:Invent (Dec. 2), Amazon launched Trainium3, a new in-house AI accelerator. Amazon says Trn3-powered UltraServers pack 144 chips, deliver ~4.4× the compute of its prior generation, and use ~4× less energy—claims paired with customer case studies citing up to 50% lower training/inference costs. Google, meanwhile, keeps scaling its TPU line. Its v5p hardware—now generally available—clusters into massive pods (docs list up to 8,960 chips), and Google is courting external buyers. Meta is reportedly in talks to rent TPUs in 2026 and buy them starting 2027—an explicit challenge to Nvidia’s domi

$XIAOMI-W(01810)$   Lei Jun just did what every retail investor daydreams about: he bought the dip—publicly, decisively, and with eight figures of conviction. On Nov. 24, Xiaomi’s founder and CEO snapped up 2.6 million Xiaomi shares on the open market at an average HK$38.58, spending a little over HK$100 million and nudging his stake to 23.26%. The disclosure hit HKEX the same day. Shares popped about 4% on the headlines, with Xiaomi trading around the HK$40 handle afterward. This wasn’t a solo act. Just days earlier, Xiaomi executed two consecutive buyback sessions on Nov. 20–21, repurchasing 21.5 million shares for more than HK$800 million. The company has kept buying since, logging additional repurchases th

$Meta Platforms, Inc.(META)$   Meta just reminded Wall Street it still has some rocket fuel left. After weeks of wobbling, the stock ripped higher and—thanks to a still-low valuation for a MAG7 name—the “can it close that earnings gap?” chatter is back. Meta rebounded smartly to start the week, outpacing much of big tech and trimming the damage from its late-October plunge. Even after the bounce, the stock’s year-to-date total return is only around the high single digits—well behind several MAG7 peers—which is partly why value hunters keep circling. That plunge, of course, began with Q3 results on Oct. 29. Revenue hit a record $51.2B (+26% y/y), but GAAP EPS cratered to $1.05 because of a one-time, non-cash $15

$Alphabet(GOOG)$   Google just picked up a new badge: cloud provider to NATO. Not a toy logo. The real, air-gapped, sovereign-cloud kind. And the stock reacted like someone flipped on the afterburners. On Monday, Google Cloud said it signed a multi-year, multi-million-dollar deal with NATO’s Communications and Information Agency (NCIA). The work centers on secure “sovereign cloud” and AI capabilities—think highly controlled data residency, strict access, and workloads that can run in isolated (“air-gapped”) environments. Early coverage notes the contract supports NATO’s modernization push and includes classified workloads tied to the alliance’s Joint Analysis, Training and Education Centre. Markets noticed

$Palantir Technologies Inc.(PLTR)$   Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January.  Why the whiplash? Ironically, the drop landed

SanDisk just learned the hard way what “hot stock meets cold water” feels like. On Thursday, Nov. 20, newly re-listed SanDisk (SNDK) sank roughly 20% intraday during a broad tech selloff, erasing a chunk of its 2025 gains in a single session. The slump arrived as Wall Street flipped from early green to deep red after Nvidia’s post-earnings pop faded and risk appetite soured. By the close, the Nasdaq logged its lowest finish since September. If you’re thinking, “SanDisk? Didn’t that get bought years ago?” — yes, and then it came back. Western Digital spun off its flash unit this year; regular-way trading for SNDK began on Feb. 24, 2025. In other words, the SanDisk brand is once again a standalone, public memory maker. Three pressures hit all at once: 1) A shaky tape. Thursday’s reversal was

The market just pulled off a whiplash double-take: a four-day slide, then a snapback rally—right as one big bank slapped a 7,400 target on the S&P 500. So…was that the correction, and is it already over? Barclays lifted its S&P 500 target to 7,400, but note the fine print: that’s a year-end 2026 call, roughly 11% above Wednesday’s close. The index finished Nov. 19 around 6,642, after bouncing and breaking a short losing streak. Earlier in the week, the S&P had notched its longest skid since August and sat nearly 4% below its recent record.  Barclays’ optimism leans on three pillars: megacap tech strength, ongoing AI investment, and a supportive policy backdrop as rates eventually ease. Said differently, if Big Tech keeps compounding earnings and capex keeps flowing into chips

$Alphabet(GOOG)$   Google just cleared a psychological hurdle: $300 a share. If you felt your phone buzz last night, that was Alphabet popping champagne — and setting off a new round of “is this the top?” debates. On Nov. 19, Alphabet (GOOG/GOOGL) ripped through $300 intraday and printed a fresh record high around $303–$304 before settling near $293 by the close. Volume spiked, and both share classes notched new 52-week highs. Year to date, Alphabet is up roughly 54%, putting it at — or near — the front of the Magnificent Seven pack.  What lit the fuse? Google officially rolled out Gemini 3 Pro, its newest flagship AI model, with Google’s blog touting better reasoning and multimodal chops. Developers also got a

$NVIDIA(NVDA)$   Here we go again: Nvidia just walked into earnings and flipped the “AI bubble” narrative on its head. On Nov. 19, Nvidia reported fiscal Q3 (ended Oct. 26) revenue of $57.0 billion and diluted EPS of $1.30—both above Wall Street’s expectations. Data-center sales, the heart of its AI business, hit a record $51.2 billion. The company guided next quarter’s revenue to about $65 billion, plus or minus 2%. Shares popped roughly 4–5% on the news as traders exhaled.  Two reasons: demand and direction. CEO Jensen Huang said Blackwell chip sales are “off the charts,” and the company sees accelerating compute needs for both training and inference—wonky words that simply mean building AI models and then ru

When major hedge funds start reshuffling massive stakes in megacaps, it is worth paying attention. That is exactly what recent 13F filings show: a subtle but meaningful rotation in the institutional world. In the latest quarter, institutions including Berkshire Hathaway and Renaissance Technologies increased their positions in Alphabet Inc. (Google’s parent company) while other blue-chip funds like Bridgewater Associates and major banks reduced stakes in Nvidia Corporation. One of the more surprising disclosures: billionaire Peter Thiel’s fund exited Nvidia entirely.  What’s going on? To understand it, you need to consider two layers: first, what the filings show; second, what motivations may lie behind them. What the filings reveal 13F filings are quarterly disclosures of institutional h

If Bitcoin’s recent slide felt unsettling, you’re not alone. The world’s biggest cryptocurrency has eroded much of its 2025 advance and sent shock-waves through crypto markets. Since topping around $126,000 in October, Bitcoin has dropped sharply, with some estimates pointing to more than a 25 % decline.  That plunge has wiped out hundreds of billions in market value—estimates suggest the crypto market has lost roughly $600 billion or more since the peak.  The question now: is this just a nasty correction or the beginnings of another major drawdown—potentially 50 % or more? Why the Bleed Happened Several forces converged to spark the drop. Liquidity has dried up. According to reports, Bitcoin dipped below $94,000, forming lower highs and lower lows, a classic technical sign of weakness.

$Alibaba(BABA)$   If you thought the global AI race was settled in favour of the familiar names, take a second look—Alibaba Group Holding just raised the stakes. Alibaba’s latest move is all about its large language model series called Qwen, developed by its cloud division. Qwen is no modest ambition: Alibaba itself claims that some versions outperform leading open-source models in maths and coding benchmarks.  The market took notice. When the deal was revealed, Alibaba’s shares climbed. Investors see opportunity—if Alibaba can turn its AI advantage into revenue, its valuation upside could be meaningful. And the key question becomes: could this elevate the stock back toward $190? What Exactly Is Qwen? Qwen is

$Apple(AAPL)$   When Apple and Tencent finally strike a deal after a year of wrangling, you know the tech world is about to shift. The announcement that Tencent will allow Apple to handle payments for in-app purchases and mini-games on WeChat is one of the most meaningful developments for Apple in China in years. Apple will receive a 15 percent commission on these transactions, giving it access to one of the world’s most important digital ecosystems. For Tencent, the partnership helps ease regulatory and platform pressures while keeping WeChat’s mini-game economy moving smoothly. This is not just another partnership. It represents something bigger for both companies. WeChat is practically a digital operating sy

When Warren Buffett says he’s “going quiet,” the entire investing world seems to pause. In his Thanksgiving farewell letter, Buffett confirmed that after more than six decades of writing to shareholders, he will no longer publish his famous annual letters. For investors around the globe, it feels like the end of an era. His letters weren’t just financial updates; they were masterclasses in business wisdom, patience, and the art of staying rational when everyone else was losing their heads. Buffett’s final message was both humble and deeply human. He thanked shareholders for their trust, revealed another $1.3 billion donation to charity, and offered one last piece of advice that felt as timeless as his career: “You can never be perfect, but you can always be better.” It was a fitting note f

$Advanced Micro Devices(AMD)$   If you thought the AI boom was a one-stock show starring Nvidia, AMD is here to prove otherwise. Shares of Advanced Micro Devices (AMD) are rallying again after the company’s Analyst Day, where CEO Lisa Su laid out a vision that has investors rethinking what the next five years could look like. The headline? AMD expects profits to triple as it rides the artificial intelligence wave that has reshaped the semiconductor industry. At the event, Su shared an optimistic forecast for the AI and data center markets, setting the tone for a company that is no longer content to play catch-up. She revealed AMD’s financial targets for the next three to five years, including a plan to significa

$Tesla Motors(TSLA)$   When Cathie Wood trims a Tesla position, Wall Street pays attention. This week, ARK Invest disclosed that it sold 5,426 shares of Tesla across its flagship ARK Innovation ETF (ARKK) and ARK Next Generation Internet ETF (ARKW). At Tesla’s closing price of $445.23, the total sale came to roughly $2.4 million. It is not a massive amount in dollar terms, but it has sparked a bigger question: Is ARK simply locking in profits, or has it started to lose faith in Elon Musk’s long-term story? For years, Tesla has been ARK’s crown jewel. Cathie Wood famously built her reputation on bold, high-conviction bets in companies that combine technology, disruption, and exponential growth potential. Tesla f

$Circle Internet Corp.(CRCL)$  Circle’s next earnings report might be one of the most watched in the digital finance world this quarter, and not just because of the numbers. It’s a test of whether the company behind one of the world’s biggest stablecoins can convince Wall Street that it deserves a place among serious fintech leaders. Scheduled to report before the market opens on November 12, Circle is expected to post $699.6 million in revenue and earnings per share of about $0.175 for the third quarter of 2025. At its current trading level near $100, investors are asking the question that matters most: is this still a fair price, or is the market already pricing in too much optimism? Circle’s story has always been tied to trust. As the issu

$Sea Ltd(SE)$   Every time Sea Ltd surprises the market, it feels like investors can’t decide whether to cheer or hold their breath. After a volatile October, $SEA is once again in the spotlight as it prepares to release its next earnings report. Expectations are high: analysts forecast earnings of about $0.77 per share and revenue climbing 30.5% year over year to roughly $5.65 billion, up from $4.33 billion a year earlier. The numbers suggest a company that has regained its footing after a rough couple of years—but investors want to know whether this growth is sustainable or just a short-term rebound. Last Friday’s sharp pullback in the stock wiped out a good chunk of the recent rally, yet something interesting

Love him or loathe him, you can’t say it’s been a boring year. Twelve months into Trump 2.0, America looks and feels like a country still trying to figure out what kind of sequel it’s living through. For some, this past year has been about “strength.” For others, it’s been about “chaos.” But everyone can agree on one thing: it hasn’t been quiet for a single day. When Donald Trump returned to the White House, the political world felt like it had been shaken awake. His re-election wasn’t just a political story, it was a cultural moment. Supporters called it a comeback for common sense and national pride. Critics saw it as proof that polarization had gone from a phase to a permanent state. The first few months set the tone: fast-paced decisions, nonstop headlines, and a presidency that thrive

It’s been a rough week for two of tech’s biggest names. Both $Meta Platforms, Inc.(META)$  and $Netflix(NFLX)$  delivered disappointing post-earnings reactions, sending their stocks tumbling and leaving investors wondering which, if either, is the real buy-the-dip opportunity. Meta’s story sounds strong on paper. The company just pulled off a $30 billion bond sale, the largest high-grade corporate issuance of the year, with demand reportedly near $125 billion. That kind of appetite from bond investors is a signal that big money still believes in Meta’s long-term strength. Cash flow remains massive, the ad engine is healthy, and the push into AI tools is starting to matter. So why did the stock f