Market Taker 🇨🇦

$TSM filled $165.50, new position

$SLV weekly chart

@StockMKTNewz You should risk more if portfolio under $10M

This is what my actual portfolio looks like when you combine all my accounts Tell me why im stupid below

In hindsight maybe it was too early too sell $intc

@TheRealEstateG6 Wrong because most people’s Total Net Worth is not in the S&P, only the top 15% actually get richer. Rich get richer, poor get poorer.

What people don't understand about the S&P is that every single person in the country who has money is also invested in it When your money goes up 15%, so does everyone else's You gained zero relative wealth. You need to outperform the S&P if you want to actually get ahead

Nice $SEZL +30%, once we break $100 who knows how high it goes.

@data168 I agree this always was the main bull thesis. I think one big earnings and this flies back to all time high

$HIMS Many are overlooking the magnitude of this peptide news. This isn't just a simple headline news, it’s the activation of HIMS' core bull thesis. By vertically integrating with their own California manufacturing facility, HIMS has spent years preparing for this exact regulatory shift. If passed, this unlocks a high margin, proprietary peptide ecosystem that moves them far beyond simple distribution. This is the main thesis for HIMS. We probably will see HIMS trading in 3 digit easily.

@FinanceJack44 There’s no cpu shortage and $MU is still cheaper than $AMD

We've all seen what the memory shortage did for $MU stock... And what the GPU shortage did for $NVDA stock... Now there's a CPU shortage and $AMD is right in the middle of it. The market is just starting to realize the implications of this.

@rubicon59 It won’t go to 10 pe

@markettakerLive No

Billions more of intelligent workers are coming, and they will be "hitting databases much faster than humans". The CPU is dead, long live the CPU. $INTC +

$MU on its way to fair value around $800

Everything green today except $INTC

@uncledoomer It’s mostly dollar devaluation

you can be rich just by, over and over again for 30 years, just waiting until the S&P goes down 10% and max bidding with all your spare cash

$AMD is a pure hardware play while $NVDA is all ai infrastructure and future business models

@blondesnmoney On fire with your ideas thanks

Sold all my $INTC here at $64

@antibearthesis Since 2021 😂

Hard truth: Owning elite companies ≠ beating the market Since 2021: $MSFT +42% $TSLA +41% $AMZN +40% $MA +29% S&P 500: +63% Let that sink in…

Bought some $NOW at $84 new position

Final $MU add here at $355

Nvidia paid $6.01 per share for 2.9% of $NOK in October. Nokia is now at $9.55 I was at GTC and met with some of the Nokia exec team. What they described changes how you think about what a cell tower actually is. Jensen Huang called it "Robotic AI Radio." The idea is simple: a factory robot cannot wait 200 milliseconds for a cloud server to process its next move. So instead of sending that data back to a centralized data center, you run the inference directly at the cell tower. Every tower becomes a distributed AI compute node. $NOK is deploying $NVDA RTX PRO 4500 Blackwell GPUs directly into its AI-RAN base stations to make this possible, running on $DELL PowerEdge servers. $TMUS was the first US carrier to pilot it. There are roughly 100,000 distributed network sites worldwide with enough spare capacity to add over 100 gigawatts of new AI compute over time. Nokia is the western vendor building the software stack that runs on top of Nvidia's hardware to make those sites intelligent. Nokia's acquisition of Infinera gave it 800G ZR coherent pluggables at exactly the moment hyperscalers started treating optical backbones as AI infrastructure, not telecom infrastructure. $CIEN is seeing the same demand and just guided $5.7 to $6.1 billion in revenue for fiscal 2026, up nearly 24%. $NOK Optical Networks grew 17% in Q4 2025, with €2.4B in hyperscaler orders for the full year. Management is targeting €3.1 to €3.7B in operating profit by 2028, up from just over €2B in 2025. The RAN market alone is projected to reach $200B by 2030. Nvidia did not buy into Nokia because they needed the equity exposure. They bought in because they needed the distribution.

@gregory_FTA Are you bullish or bearish

$MU The only time in the stock's 42-year history when it had 3 consecutive days of 70M+ volume was last week. There have been only 2 times in the stock's history that it had 3 consecutive 3 weeks of 250M+ volume. One was the past 3 weeks, and the other was in 2018. We just witnessed capitulation. A massive exchange of hands between two camps with very different viewpoints. I know which camp I'm in. These stats are more important than you might think.