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BREAKING: China just abandoned Iran's oil. And started buying from Alaska. The country that armed Iran. That defied U.S. sanctions on Iranian oil. Is now buying American oil instead. Why? Alaska is closer. Hormuz is closed. Iran is unreliable. Trump didn't just close the Strait. He redirected Chinese oil demand to American soil. Iran loses its biggest customer. America gains it. The financial blockade didn't just hurt Iran. It forced China to buy American. This is not luck. This is chess. And Trump just took the queen.

This is why you always listen to me. I saved you millions by trimming and taking profits. Now we wait and we will buy $MU, $SNDK and $DRAM. AI is still VERY early and we will keep going up. But we need a "breather" first. Do NOT miss the next opportunity to become a multi-millionaire.

Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing. Just look at $AMZN or $GOOGL over the past 15 years. If people "trim" it often triggers taxes. And a lot of corrections are typically less than those taxes paid. By the time a "50% crash happens", it's probably already compounded hundreds of even thousands of percent. If people need to pay expenses, once you hit 7-8-9 figures, you can always borrow against those assets and keep letting them appreciate. NFA, just personal opinion. You all do you, but it's highly, highly, dependent on the companies you pick. Can't do this with something trash like $IREN. But I do believe $NBIS is positioned to be the next hyperscaler.

HYPE pumped +23% in the last 24 hours, adding $2 BILLION to its market cap. Why it's pumping: - Coinbase just became the official USDC deployer on Hyperliquid - The $5 billion in USDC on Hyperliquid earns 3.5-4% yield. That's around $200M a year. - That increases Hyperliquid's annual revenue by 25% - 99% of revenue is used to buy back $HYPE Fundamental altcoins are crushing it.

Jenson Huang, CEO of $NVDA JUST announced: "The ENTIRE manufacturing line will be operated by robots, managed by more robots, and the entire factory is a robot. They’re going to run on TOP of ServiceNow $NOW, and you manage them just like employees." This is GENERATIONAL. He is literally TELLING you it's time to BUY. Here are the best software stocks to become a millionaire with me in 2 years: 1. ServiceNow $NOW 2. UiPath $PATH 3. Oracle $ORCL 4. Salesforce $CRM 5. Snowflake $SNOW 6. DataDog $DOG 7. CrowdStrike $CRWD 8. Adobe $ADBE 9. Twilio $TWLO 10. MongoDB $MDB Never miss a bull-run again; all my buy and sell signals in Discord @ stockwhale.vip.

$CRBS is basically what happens if you ask: what if we stopped cutting wafers into chips? Normally TSMC prints many dies on a wafer, then a saw slices them apart. Cerebras keeps the whole wafer intact and uses the “keep-out zones” between dies, areas normally left empty for cutting, as networking fabric. The result: one dinner-plate-sized AI processor. They make it sound like “bigger chip = better chip,” but the real story is trade-offs. Where it shines is inference speed. GPUs usually split model math across chips with tensor parallelism which causes tons of latency as you need all-reduce operations for every weight and every model layer. Cerebras can instead fit everything on the wafer, so tokens flow through the system more like water through a river. That is how you get crazy low-latency decode. The constraints are limited SRAM capacity and an I/O problem because area scales faster than perimeter. What makes this chip better is that it generates tokens faster, but what makes it worse is that it is far more expensive to generate each token. This leads us to our conclusion. Cerebras and wafer-scale computing in general is a provider of fast, premium-priced tokens. The business side of this company is all about exploring whether such speed is worth the extra cost. Read the full article here: open.substack.com/pub/jasonschip…

god i’ve watched this entire thing twice now. krishna is a force at anthropic & he’s masterfully given them a winning hand. the amount of alpha in this episode: > the #1 place anthropic spends compute isn’t model training or customers… it’s the research team. he explains: - research team uses compute to build a better model - better model uses LESS tokens so the same amt of compute can serve MORE people in the future. “we could’ve earned billions more in revenue but then we would’ve lost the model race” > anthropic’s the only lab to train AND inference their models across 3 different chip architectures. krishna: “one morning we will run an inference block on trainium and by the afternoon it’s used to train claude” the unique advantage = they don’t rely on a single supplier. > krishna says people don’t fully comprehend how advanced each model version gets. agents, long-horizon tasks, cost effectiveness improve ALL AT ONCE “we went from $9B to 30B in months” - that wasn’t just because the chatbot got better. bonus: krishna uses claude to generate the companies monthly financial report. it does it in 30 mins and is 95% accurate. the highest token-consumer on his team is the tax guy. there’s so much more i want to share but honestly just watch the interview @patrick_oshag you killed it

TSMC now expects the global chip market to exceed $1.5 trillion by 2030 (up from a prior $1 trillion estimate), fueled by AI. $DRAM $MU

$DRAM is blowing away the RULE of 40!!! $MU $SNDK

BREAKING: A newly-released OGE Form 278-T discloses that President Trump filed 3,642 trades involving stocks of public companies between January 1st and March 31st. Our team has sorted and analyzed the thousands of transactions. Transactions include hundreds of stocks and ETFs such as Nvidia, Microsoft, Broadcom, Amazon, Apple, Alphabet, Meta, Goldman Sachs, AMD, Airbnb, Palantir, Netflix, Costco, Walmart, JP Morgan, DoorDash, and others. Individual purchases of Nvidia, Microsoft, Broadcom, Amazon, Apple, and others ranged from $1 million to $5 million in disclosed value. Individual purchases of AMD, Goldman Sachs, Alphabet, Airbnb, DoorDash, Micron, Stryker, and others ranged from $500,000 to $1 million in disclosed value. President Trump also reported hundreds of stock sales ranging from $15,000 to up to $25 million. Should we produce a detailed breakdown of President Trump’s stock purchases and sales? More details to come.

BREAKING: The White House has published a full list of business leaders who are joining President Trump on his trip to China: 1. Elon Musk, Tesla and SpaceX CEO 2. Tim Cook, Apple CEO 3. Larry Fink, BlackRock CEO 4. Stephen Schwarzman, Blackstone CEO 5. David Solomon, Goldman Sachs CEO 6. Jane Fraser, Citigroup CEO 7. Kelly Ortberg, Boeing CEO 8. Michael Miebach, Mastercard CEO 9. Ryan McInerney, Visa CEO 10. Larry Culp, GE CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO 13. Brian Sikes, Cargill CEO 14. Dina Powell McCormick, Meta Executive 15. Jacob Thaysen, Illumina CEO 16. Jim Anderson, Coherent CEO There may be additional CEOs who join the trip that are not yet named. We continue to believe the market is underestimating the potential outcomes of the US-China summit.

A $2.0 billion company building the first commercial photonic memory product on the market in partnership with $MRVL and nobody is talking about it. $PENG Penguin Solutions. Trading at $40. 15x forward earnings. Zero photonics revenue priced in. Penguin was an early investor in Celestial AI. $MRVL acquired Celestial in February 2026 for billions. $PENG got a $27.5 million cash payout from that acquisition and kept the most important thing. The partnership. They are actively developing the Photonic Memory Appliance with $MRVL right now and the CEO confirmed it explicitly on the last earnings call. The PMA is the first commercial photonic memory disaggregation product being built for large scale AI environments. Photonic connectivity dramatically increases the capacity to share memory across workloads at speeds conventional interconnects cannot match. As inference scales this is a critical bottleneck solution. $PENG builds the box. $MRVL guided $500 million run rate by FY28 and $1 billion by FY29 on the Photonic Fabric platform. $PENG is in the critical path of that entire buildout. The market is pricing none of it. Then the $AMD partnership just dropped. $PENG and $AMD signed a collaboration with Shell to enhance AI data center efficiency. Shell’s Houston facility already runs 864 Penguin built servers loaded with dual 96 core EPYC processors. $AMD takes the chip revenue. $PENG takes the systems revenue. Every enterprise AI deployment on EPYC is a $PENG revenue event Full year revenue growth guidance just raised from 6% to 12% on the back of memory segment strength. Enterprise and sovereign AI pipeline growing 50%. 15x forward earnings. Photonics optionality at zero. $AMD CPU supercycle tailwind. $MRVL partnership confirmed. The re-rate will happen soon.

Someone built a fitness app using the same psychological mechanics as gambling This might work better than every normal fitness app 😭😭 You bet money on whether you’ll hit 10,000 steps today If you fail, you lose your money If you succeed, you split the money from everyone who didn’t So disciplined people literally profit off lazy people Most fitness apps try motivating you with streaks and notifications This one motivates you with financial fear Imagine realizing at 11:52pm you still need 1,700 more steps or you lose $30 Entire friend groups would be outside walking laps around their neighborhood before midnight trying not to lose their steppa challenge It sounds stupid but this would probably motivate people better than any other fitness product Would you use this yourself?

Pint with a mate last night. £36k salary. Skint by the 20th every month. The damage: •£850/month Range Rover PCP •£200 insurance •Klarna-ing his summer holiday Told me investing £200/month in an ISA is “too slow.” He’s not skint. He’s renting a lifestyle.

One interesting thing about getting older is realizing how seductive money is, and how helpless many people are at resisting its pull Example. If you asked someone: “Would you make $200k/yr more but have a massively increased risk of divorce and also miss all of your kid’s soccer games?” When framed that way, many people are likely to actually say no. Or even crazier, still say yes. And yet I watch my friends make decisions like that regularly now, only to later realize the trade they made after it is too late

🚨🇺🇸 ترامب: "من الأفضل لكم أن تبادروا بشراء الأسهم الآن؛ فهذا البلد سيصبح أشبه بصاروخ ينطلق صعوداً بشكلٍ عمودي." "صعوداً فقط" (14 مايو). 🔴 لاتستهين بكلام الرجل.

SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $INTC ~2.8x • $LRCX ~2.0x • $KLAC ~2.0x • $AMAT ~2.0x • $ASML ~1.7x • $ALAB ~1.6x • $ARM ~1.5x • $ANET ~1.5x • $LITE ~1.3x • $TSM ~1.1x • $CRDO ~1.0x • $NVDA ~1.0x • $COHR ~0.9x • $AVGO ~0.9x • $AMD ~0.7x • $SNDK ~0.7x • $MRVL ~0.7x • $AAOI ~0.6x • $ON ~0.5x • $MU ~0.4x

THE MEMORY SUPERCYCLE — and you can play it with ETFs right now. 4 tickers. Different risk levels. Same mega-theme. $DRAM — +80.3% YTD → The pure-play memory ETF → SK Hynix 26% | $MU 25% | Samsung 21% | Others 28% → Maximum memory concentration in one ticker → Best if you want direct exposure to the DRAM/HBM supercycle $EWY — +87.1% YTD → Plays the Korea memory duopoly — SK Hynix + Samsung in one fund → SK Hynix: 19%–24% | Samsung: 22% | Others: 54%–59% → Added macro beta on Korean won + broader Korean economy → Solid middle ground between pure memory and diversification $KORU — +362.1% YTD → 3x leveraged version of $EWY essentially → Not a hold — a trade → Massive upside in a supercycle, brutal drawdowns on reversals → Only for those who understand leveraged ETF decay $SMH — +52.6% YTD → Broader semi exposure with memory embedded → $NVDA 16% | $TSMC 10% | $AVGO 7% | $INTC 5% | $AMD 5% | $MU included → Lowest memory concentration but highest diversification → Best entry point for those new to the theme Risk Ladder (lowest → highest): $SMH → $DRAM → $EWY → $KORU Pick your risk appetite. Size accordingly. Not financial advice.

The $NVDA CEO has been literally telling you what to buy… In 2025 Jensen called out: $NBIS at $21 & is now up 840% $APLD at $3 & is now up 1,400% $TSM at $180 & is now up 135% $MU at $86 & is now up 770% Jensen is now calling for these 3 companies to squeeze in 2026: $NOW at $90 $CRWV at $114 $IREN at $60 These names are most likely the next 10x setups. Don’t miss out…

The window of opportunity is open this week for parabolic reversals in $SNDK $MU and solana:JCEmtMhYCuijq6t3bXbZeyr4566RYmsLaSdr6pYd79Rt Let's see if this post is more hated than the parabolic short write-up I did on Silver in late January.... Jokes aside, I wanted to share my thoughts as I have during parabolic moves over the years with stuff like $SMCI $NVDA $MSTR $SLV $GLD $KORU $CAR etc, especially if I can help someone who is riding a large unrealized gain take advantage and trim into these parabolic extensions. Early last week, I shared a screenshot of a spreadsheet I had saved from a study I did on the specific extension metrics in which many historic parabolic moves peaked. I also noted that it was too early to short the semiconductors as that they had not filled out the criteria required for a parabolic short. Below is the same spreadsheet, but included is $SNDK $MU and solana:JCEmtMhYCuijq6t3bXbZeyr4566RYmsLaSdr6pYd79Rt updated with their extensions as of Friday's close. The green highlighted boxes represent above the average in which all the study examples peaked at. As you can see they are not all quite above average yet, but any continued hype and momentum early this week and all three of these names will very likely be in play. One characteristic that is extremely important when identifying a parabolic advance is consecutive weeks of range expansion. We recently saw this with Silver in January when it put together 3 consecutive weeks of range expansion before it's climax, as well as many more classic, model book examples throughout the years. Consecutive weeks of range expansion signal exponential price progression, a hallmark of parabolic curves. It is a week by week build up into a climactic reversal. The cherry on top is a signifigant range expansion week on the 3rd or 4th week of the burst, which is typically the final week of the move. Here are the last 3-4 weeks of percentage gains for these names: $SNDK Week 1 (+7.48%) Week 2 (+19.91%) Week 3 (+31.62%) $MU Week 1 (+8.20%) Week 2 (+9.15%) Week 3 (+9.16%) Week 4 (+37.73%) solana:JCEmtMhYCuijq6t3bXbZeyr4566RYmsLaSdr6pYd79Rt Week 1 (+9.81%) Week 2 (+20.50%) Week 3 (+20.69%) Week 4 (+25.40%) Textbook parabolic price progression over consecutive weeks on all three of them. After that final 3rd or 4th week of signifigant range expansion, you then look for a similar parabolic burst on the daily timeframe. $SNDK $MU and solana:JCEmtMhYCuijq6t3bXbZeyr4566RYmsLaSdr6pYd79Rt all closed down on Thursday, before exploding higher on Friday. Need at least 1-2 more large, consecutive days higher for these to trigger a climactic reversal. We also witnessed what felt like complete upside panic and FOMO in the leading semiconductors on Friday. One example being the news that hit at 1pm stating that Apple and Intel reached a preliminary chip-making agreement, which led to a near +13% gain in just 20 minutes... Moments after that headline, Trump said "Go and buy a Dell", which sent $DELL soaring an entire 200% ATR move in just 30 minutes. This is typically the type of price action and hype you see during the final stage of a parabolic burst. Not to mention the absurd volume of options being traded on these names as we approach May OPEX this Friday... To close this out, we also have the $QQQ at 9.91 ATR multiples above the 50-day moving average as of Fridays close, a level of extension never before seen since its inception in March of 1999. I have no doubt this market can continue higher this year, but this print only helps add conviction to the names potentially setting up for a opportunity into this week. To clarify, the parabolic short is an extraordinarily high-probability mean reversion opportunity, that can sometimes lead to secular tops, but not always. I have no clue where these stocks will be a month or a year from now, but I know my setups when I see them.