Blieel - DB invseting.

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This dip is a buying opportunity. Key stocks in the data centre value chain. $MU — HBM memory; feeds data to GPUs at speed. $AMD — CPU compute for AI training and inference $VRT — Cooling and power delivery for dense GPU clusters. $NBIS — Deploys and operates GPU clusters as a service. $CRDO — High-speed networking chips connecting GPUs, servers, and AI data centers efficiently. $MRVL — Custom AI chips, networking, and optical interconnects powering next-generation AI infrastructure. $IREN — Cheap-power GPU hosting; miner pivoting to AI compute. $VST — Grid-level power generation feeding data centre demand.

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The real reason the market sold off today was Fed Governor Waller’s hawkish comments, which pushed expectations for a 2026 rate hike from roughly 50% to 70%. Now the question is: where do those odds go if tomorrow’s CPI report comes in cooler than expected?

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$META - Nice rally but i expect us to hit resistance soon. Meta has been trading in that wedge all year. If Meta can break above 750 we can see this go to $1000 very easily. Will look to add more at 628-600.

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SK Hynix ADR pops 14% on the US market $SKHY

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$AMD set to hit $1T market cap any day now

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I single handedly made $DRAM famous , we need more thematic ETFs like this front running AI bottlenecks. I keep buying the dip on $DRAM

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Sk Hynix lists on the Nasdaq tomorrow and people want to short it. ($SKHY) price action is not the same as a regular IPO. Here’s the mistake you’re making. 1. SK Hynix isn’t going public. It’s already one of South Korea’s largest publicly traded companies under ticker (000660.KS) at nearly a $1 trillion market cap. Tomorrow’s Nasdaq listing is an ADR — American Depositary Receipt — meaning the stock is simply being made accessible to US investors in USD. The company hasn’t changed. The price has already been discovered. 2. The “IPO crash” playbook doesn’t apply. Lock-up expirations, early investor flips, price discovery gaps — none of that exists here. SK Hynix’s shares trade in Korea before Nasdaq even opens. Arbitrageurs keep the ADS pinned to the Korean price in real time. There’s no vacuum to correct. But I’m not buying. The stock is up 770% in 12 months. You’re buying peak-cycle narrative into 7x oversubscribed demand. I already own DRAM & MU no need to be more over exposed However $SKHY is looking cheap at a -25% discount

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Why are semis up this morning? $META reminded the market that hyperscalers will continue to invest in compute $META is still spending big on AI. Meta plans to double AI compute capacity to 14GW in 2027 and start making its Iris AI chip in September with $AVGO and $TSM. $META has secured long-term supply deals with $SNDK for flash storage and Samsung for memory as it scales AI infrastructure $MU also announced it now expects to invest more than $250B in the U.S. through 2035, aiming to bring about 40% of its DRAM production to America. Micron also plans up to $3B for U.S. chip supply chain investments, including $500M for GlobalWafers Texas and a planned 10-year supply deal. AI spending is still alive, and the semiconductor supply chain is still being built out.

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$MU bounced at 50dma !! Bulls are back in control ... for now

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Micron back above $1000 $MU

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Sauna in the woods , need a break from this market🧘

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So much pain yet Vix is only 16 $AMD -8% $DRAM -8% $MU -7.5% $NBIS -7% $AAOI -7%

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Let’s see what $DELL & $MU stock does 2-3 months from today after Trump said: "GO OUT AND BUY A DELL; WE'LL GET THEM THAT MONEY BACK ONE WAY OR ANOTHER; ALSO WANT TO THANK MICRON

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Are we so back…Or cooked ? $AXTI 17% $CRDO 11% $AMD 8.67% $VRT 7.62% $DRAM 7% $OUST 6% $AAOI 4%

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