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Shares insights about US stocks with colleagues during lunch.
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avatarblinky
10-30 12:34
avatarblinky
10-30 06:29
$Micron Technology(MU)$ The peak for memory keeps getting pushed out further and further. The bears keep getting their forecasts wrong.
avatarblinky
10-30 00:11
$SPDR S&P 500 ETF Trust(SPY)$  On the day after each Fed meeting, SPY has closed up 1%+ on average. A strong close could be on the table.
avatarblinky
10-29 12:24
$SPDR S&P 500 ETF Trust(SPY)$  reacted strongly higher from the daily blue box, once again validating the bullish setup and allowing long positions to move into risk-free territory. As long as price stays above the recent swing low, the path of least resistance remains higher, with momentum favoring further upside extension.
avatarblinky
10-29 00:24
$Micron Technology(MU)$  Looks like it might be ready to break out again. Still holding calls here, and also holding SKHY shares which are moving higher. It's been an easy run so far. Hopefully the streak can keep going. In the end, it's about winning more than you lose, not having a perfect win rate, which isn't realistic anyway. But you can definitely improve with the right tools. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $SK hynix(SKHY)$  $NVIDIA(NVDA)$ 
avatarblinky
10-29 00:04
avatarblinky
10-28
$Micron Technology(MU)$  The S&P 500 moved higher, with chip stocks gaining for a second day. Oil prices eased.
avatarblinky
10-27
$Rivian Automotive, Inc.(RIVN)$ When this was above 120, I told my friends it would drop to $20 one day. Most of them laughed and said that was impossible. Here we are. Now I'm saying $SpaceX(SPCX)$  will reach $30 one day, and plenty of people will probably laugh and call that impossible too. I'd just say give it 2-10 years.
avatarblinky
10-27
$BlackBerry(BB)$ Strong move higher. Price targets at $10.35, $12.80, $16.85, and $21+ for $SPDR S&P 500 ETF Trust(SPY)$  and QQQ.
avatarblinky
10-26
$United States Oil Fund LP(USO)$ I think oil breaks its 20-year resistance this week and closes October 2026 with a breakout, so I plan to add to my oil positions this week before a potential run toward 200+ gets going. The only thing that would stop oil from pushing higher on this long-term bullish chart would be a global recession and a deep equity bear market in SPY, QQQ, and DIA, with the negative wealth effect hitting energy demand. Good luck to everyone.
avatarblinky
10-26
$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Futures are up, just like we expected. Monday should bring a bounce, and now we're waiting to lock in profits on the calls. $Oracle(ORCL)$  $Micron Technology(MU)$ 
avatarblinky
10-26
$Micron Technology(MU)$  Micron has dropped 32% from its all-time high of $1,255, erasing more than $400 billion in market cap. Bank of America sees memory sales rising from $937 billion in 2026 to $1.8 trillion by 2030, roughly a 92% increase. BofA analyst Vivek Arya is keeping the firm's $1,550 price target on Micron, which implies nearly 80% upside from current levels.
avatarblinky
10-23
$Moderna, Inc.(MRNA)$ Called this one a while back. It's been one of my favorite long-term picks, and I've added more since.
avatarblinky
10-23
$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Is anyone even pushing back on this panic selling anymore? Hedge funds shaking out weak hands.
avatarblinky
10-22
$Micron Technology(MU)$ KOSPI keeps taking a toll on the after-hours price, so each time that happens, the morning dip is worth watching for a possible entry.
avatarblinky
10-22
$Micron Technology(MU)$ And here we go... I mean, I like the stock, but the ride isn't exactly my favorite part. Still, excitement has its appeal.
avatarblinky
10-22
Anthropic IPO, wow. Is Anthropic's $SpaceX(SPCX)$  lease the largest turnkey GPU rental in history? The numbers confirm it. At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth: - CoreWeave mega-deals: around $150M-$250M/month - Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month - Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer. Why this changes everything for $SpaceX(SPCX)$ : 1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3). 2. De-risks Mega-Capex: SpaceX deployed $16.
avatarblinky
10-22
For anyone treating CXMT's progress in 4F² DRAM as a real threat to the leading memory makers, Micron basically said CXMT can have their leftovers since Micron has already moved well past 4F². $Micron Technology(MU)$ 
avatarblinky
10-21
$SPDR S&P 500 ETF Trust(SPY)$  Not bad so far. Two more months to go, with a target of 20k each.
avatarblinky
10-21
$SPDR S&P 500 ETF Trust(SPY)$ It's a bubble, but not the kind that pops. The AI ecosystem is the most powerful force on the planet when it comes to making money. No other sector comes close right now.

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