@koolgal:🌟🌟🌟Rebound or Reversal for Gold & Silver?  In the short term this is a rebound, a reflex action after a brutal sell off for Gold & Silver.  The nomination of Kevin Warsh is still subject to approval from the US Banking Committee.  He is an unknown element.  In the past, he is considered a hawk when he was in the Fed.  However he may change his stance to be dovish as Trump wants interest rate cut  to be as low as 1%.   Whether Kevin Warsh is a hawk or dove, the US is still running trillion dollar deficits year after year.  The US is on track to pay over USD 1 trillion per year in interest alone.  In FY 2025, interest payments reached USD 970 billion. This environment is historically bullish for Gold and Silver. Gold and Silver are n

@Barcode:$Sea Ltd(SE)$ $Alibaba(BABA)$  $MercadoLibre(MELI)$  🚨📉🔥 Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates 🔥📉🚨 I’m seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10× 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

@Shyon:Semiconductors have clearly shifted from last year’s AI storytelling to a hard execution phase. Capital is chasing memory names, while logic and architecture players are under intense scrutiny on real orders, margins, and guidance. This earnings week is less about vision and more about proof. My predictions:AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop I expect $Advanced Micro Devices(AMD)$ to benefit from solid AI accelerator momentum and data center demand, enough to drive a post-arnings bounce. $SUPER MICRO COMPUTER INC(SMCI)$ , despite past issues, could see a relief rally if management shows backlog conversion

@Barcode:$ARK Space Exploration & Innovation ETF(ARKX)$ $Rocket Lab USA, Inc.(RKLB)$  $Palantir Technologies Inc.(PLTR)$  🚀🛰️📈 Space & Defence Momentum Building Through $ARKX 📈🛰️🚀 I’m 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

@Shyon:$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to dollar-cost average (DCA) into SOXL because my conviction in the semiconductor sector this year remains strong. Semiconductors sit at the center of nearly every structural growth theme today—AI, cloud computing, data centers, automotive electrification, and edge devices. These aren't short-term fads; they're multi-year demand drivers that continue to expand even through economic cycles. When I look at where capital spending is going globally, chips are clearly a top priority. This year in particular, the industry is benefiting from a powerful combination of AI infrastructure build-out and normalization in cyclical demand. Hyperscalers are still ramping aggressively on GPUs, ne

@koolgal:🌟🌟🌟I believe that $Advanced Micro Devices(AMD)$ will have an increase not exceeding 5% tomorrow.  AMD's 4.03% gain to close at USD 246.27 on February 2, shows that the market is positioning it for a strong earnings report. The current price action reflects strong institutional confidence in AMD's Data Centre and AI accelerator segments. Investors are effectively "buying the rumour" of a data centre surge but the 5% threshold remains a psychological and technical ceiling until the official Q4 results provide the catalyst required to justify a more aggressive rally. I would be keen to find out what CEO Lisa Su has to say on AMD's road map for 2026 and its lofty target of capturing double digit AI market share.

@Shyon:My stock in focus today is $Apple(AAPL)$ , following a strong earnings report and solid forward guidance. Apple delivered an impressive fiscal Q1 and guided for 13–16% revenue growth in the March quarter, even after accounting for iPhone supply constraints. Management emphasized that demand remains strong, and sales could be higher if chip supply were more sufficient. More importantly, the supply bottleneck lies in advanced SoC manufacturing capacity for A-series and M-series chips, not memory. With heavy reliance on TSMC’s leading-edge nodes, Apple’s silicon strategy once again proves to be a long-term competitive advantage rather than a structural risk. Despite rising component costs, Apple expects gross margins to improve to 48–49%, highlight

@Barcode:$Southwest Airlines(LUV)$ $United Airlines(UAL)$  $Delta Air Lines(DAL)$  ✈️✈️🚀 Southwest $LUV erupts, earnings re-rating, liquidity rotation, breakout regime shift Southwest Airlines $LUV just launched to a fresh 3+ year high, ripping ~+15% after a Q4 earnings beat and a bullish FY2026 profit outlook that forces a valuation reset. This is not a headline spike. This is a structure break, a volatility ignition, and a momentum regime shift with flow confirmation. 📊 Adj. EPS: $0.58, beat 💰 Revenue: $7.44B, slight miss 📈 Net Income: $323M 📊 Revenue YoY: +7% ✈️ RPM: +4% YoY 🛫 ASM: +2% YoY 🎯 FY2026 EPS trajectory: $4+ Southwest’s transformation engine