braekcut stcaks
69 posts


7/13 Morning Watchlist
News:
- South Korea's KOSPI down 9% & triggers a trading halt, the new IPO $SKHY was down about 15% and all memory names down as well $MU $SNDK $DRAM $WDC $STX this morning
- US & Iran news continues this morning
- On Friday, $SKHY's CEO said the memory chip shortage may persist beyond 2030 $SKHY $MU $SNDK $DRAM
- $INTC invests $5.7B to expand its Ireland campus for next-gen Xeon AI chips
- Morgan Stanley expects US hyperscalers CapEx to reach $1.2T by 2027 and $1.4T by 2028
Earnings:
- Earnings season begins this week
Focus:
- Market continues to be choppy...
- I'm focusing on the same names but in this environment I don't have confidence in the names holding for longer-term moves
- Tight/sideways $LITE $AAOI $DELL $AMD $PLTR $RDDT $ALAB $ARM $NBIS etc. there are many names that continue to chop sideways but they're not exactly tightening up
- Memory names back near their 50 days this morning... we'll see how they do from here $MU $SNDK $DRAM $WDC & $SKHY is now below its Friday opening IPO price




English

Many of my followers have already joined our WhatsApp group
Get free real-time trading alerts, investment strategies, and market forecast analysis·
Join the group👇👇👇👇
➡️ Send “Join” to this WhatsApp number +12342262237
WhatsApp link👉🔗api.whatsapp.com/send?phone=123…
English
braekcut stcaks retweetledi
braekcut stcaks retweetledi
braekcut stcaks retweetledi

Just unearthed these crunchy matcha cookies from my snack stash—sharing the joy one bite at a time #SnackTimeVibes

English
braekcut stcaks retweetledi










