$Cerebras Systems(CBRS)$ AWS isn't close to offering Cerebras WSE-3 for general inference customers yet, but the moment they do, it will change the economics of large-scale biotech and scientific compute overnight. I hope to see it happen.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Where's the institutional volume on NVDA after hours? Without it, naked-call sellers will do anything to keep the price from taking off until those massive options worth tens of millions expire. I'm still hoping, truly wishing for massive institutional entry after this stellar earnings and outlook report. There's no reason not to. NVDA is the last dominating GPU/CPU/AI player with a reasonable P/E, still 50% short of its lowest targeted price by analysts. In my opinion, it's the only semi company that still has room to grow valuation massively, and for very good reason.
$Nokia Oyj(NOK)$ Once again, NOK is holding steady and strong in the mid-to-high 13s. Honestly, how many times have the naysayers tried and gotten nowhere? It's kind of funny. Keep going, NOKIA.
$SPDR S&P 500 ETF Trust(SPY)$ It's almost not fair how straightforward this seems. Can't go down, has to go back up, and there's that end-of-day volume surge.
$Lumentum(LITE)$ People often ask me: “What can AI do that humans weren’t already doing?” The answer lies in scale, consistency, and cost. For the first time in history, we have technology capable of performing large-scale cognitive work — analyzing information, monitoring systems, making recommendations, coordinating operations, and learning patterns at near-human levels. That changes everything. Because the largest organizations on Earth are not tech companies. They are governments and militaries. Most of their structure exists to process information through millions of human decisions, approvals, reports, reviews, and chains of command. AI introduces the possibility of: higher transparency, stronger accountability, lower corruption, faster