Ocean Lover
365 posts
@OceanLoverBoy @Athena_Slays Already did, 5% before market close
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We decoded it. The coordinates (25.0528, 121.5990) are Taipei. Computex keynote is Sunday.
"A new era of PC" = the N1/N1X. NVIDIA's first ARM-based laptop chip, built with MediaTek. Competing with Apple Silicon and Qualcomm.
We wrote about this two days ago - the "surprise product" Jensen teased. Bullish for $NVDA (new $300B TAM), $ARM (CPU license), $TSM (3nm fab).
NVIDIA@nvidia
A new era of PC. 25.0528, 121.5990
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@alphaticaio Going off of this information I’m going long on MSFT on Monday
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DARK POOL SCANNER | May 29, 2026 | Week 12 Ends
Net sell. $MSFT: zero dark pool sells. $TSM: zero dark pool buys. Both tapes agree on every name.
Ten names on the dark pool. Every single one pointing the same direction as the lit tape. The most unanimous cross-venue consensus of the entire series. Not one disagreement.
Dark Pool Buyers. Only Two.
$MSFT +$325M (13 prints, ZERO dark pool sells, BOTH TAPES AGREE)
$NVDA +$164M (25 prints, BOTH TAPES AGREE)
Dark Pool Sellers. Eight Names.
$SPY -$2.55B (54 prints, BOTH TAPES AGREE)
$QQQ -$1.29B (62 prints, BOTH TAPES AGREE)
$AVGO -$750M (3 prints, $7M buys vs $757M sells)
$MU -$550M (47 prints, BOTH TAPES AGREE)
$AMD -$463M (6 prints, BOTH TAPES AGREE)
$AAPL -$406M (14 prints, BOTH TAPES AGREE)
$TSM -$320M (10 prints, ZERO dark pool buys, NEW)
$XLK -$286M (4 prints)
$MSFT: +$2.45B on the lit tape with $5.6M in sells. +$325M in the dark pool with zero sells. Both tapes. Zero opposition on both venues. The most complete $MSFT accumulation signal since the six-day distribution ended.
$NVDA: +$1.08B on the lit tape. +$164M in the dark pool. Both tapes agree on $NVDA buy for the second straight day. The dark pool called the $NVDA reversal on May 27 when it bought +$1.29B while the lit tape was still selling. Both tapes have agreed ever since.
$SPY: -$2.55B in the dark pool. The largest single-name dark pool sell since the scanner launched. -$1.79B on the lit tape. Both tapes selling the S&P into the weekend at the highest conviction level we've seen. Nine consecutive winning weeks for the S&P and the institutions are hedging the index on both venues at scale.
$TSM: -$320M with zero dark pool buys across 10 prints. Taiwan Semiconductor appearing in the dark pool for the first time. The supply chain sell is expanding. First $MU. Then $AMD. Then $AVGO. Now $TSM. The institutions are working down the entire semiconductor supply chain, selling each name as the rotation moves from supply chain into platforms.
$AVGO: -$750M with $7M in dark pool buys. Near-zero. The Broadcom sell is confirmed on both tapes.
$MU: -$550M in the dark pool. -$316M on the lit tape. Both tapes agree. After the extreme +$5B / -$8B / +$4B swings this month, $MU is settling into a quieter sell.
Two names bought on both tapes. Eight names sold on both tapes. Ten for ten. Total consensus.
Week twelve ends the way week one began: the internals diverge from the indexes, the rotation scanner shows you where the money is going, the lit tape shows you what they're doing in public, the dark pool shows you what they're doing where they think nobody is watching.
Now you're watching both.
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Yesterday: +$21.2B record buy. Today: net sell. The playbook flipped.
$MSFT +$2.45B with $5.6M in sells. $PLTR +$894M with zero sells. $NVDA +$1.08B. Buy platforms and AI. Sell everything else.
The buyers. Platforms and AI.
$MSFT +$2.45B (1,218 blocks, $5.6M in sells, 2nd straight day)
$NVDA +$1.08B (3,117 blocks, 2nd consecutive buy day)
$PLTR +$894M (766 blocks, ZERO SELL BLOCKS)
$IWM +$124M (421 blocks)
The sellers. Indexes and supply chain.
$QQQ -$2.52B (4,150 blocks)
$SPY -$1.79B (4,157 blocks)
$AMD -$1.24B (1,538 blocks, $309M buys vs $1.54B sells)
$AAPL -$1.09B (572 blocks)
$GOOGL -$559M (508 blocks)
$AVGO -$546M (621 blocks)
$META -$358M (778 blocks)
$MU -$316M (5,602 blocks)
The playbook flipped.
For two weeks the trade was: sell platforms ($NVDA, $MSFT), buy supply chain ($MU, $AMD). Today: buy platforms ($MSFT, $NVDA, $PLTR), sell supply chain ($AMD, $AVGO, $MU). The entire thesis reversed.
$MSFT: +$2.45B with $5.6M in sells. Second straight day of near-zero sell accumulation. For six consecutive sessions Microsoft was sold with near-zero buyer interest. Then two straight days of total conviction. $5.1M in sells yesterday. $5.6M today. The distribution is over. The accumulation is pure.
$PLTR: +$894M with zero sell blocks across 766 prints. Palantir appearing in the top flow for the first time. Not one institutional seller. Pure one-directional accumulation. The AI/data trade is expanding beyond the mega-caps. $ARKK led the rotation scanner yesterday for the first time ever. $PLTR is a top $ARKK holding. The innovation and AI trade is broadening.
$NVDA: +$1.08B. Second consecutive buy day after four sessions of post-earnings selling (cumulative -$8.6B). The dark pool called this reversal on May 27 when it bought $NVDA +$1.29B while the lit tape was still selling. Two days later the lit tape confirmed. The dark pool was right. Again.
$GOOGL: -$559M. $META: -$358M. The ad and cloud platforms being sold while the AI infrastructure platforms ($MSFT, $NVDA) are bought. The market is differentiating within the mega-cap AI complex. Not all AI names are being treated the same. Infrastructure wins. Advertising sells.
$AMD: -$1.24B. Yesterday +$2.18B. The supply chain volatility continues.
$MU: -$316M. The quietest $MU day in weeks. After swings of +$5B, -$8B, +$4B, the volatility is compressing.
$QQQ -$2.52B. $SPY -$1.79B. Both indexes sold heading into the weekend. The institutions own the individual names. They hedge the indexes into the close. The structural pattern from twelve weeks holds.
$TSLA: -$38M. Essentially flat. Neutral.
Nine straight winning weeks for the S&P. The longest since 2023. The tape heading into the weekend says: own $MSFT, $NVDA, and $PLTR. Hedge the indexes. Sell the supply chain. The platform trade is back.
Week twelve ends. The tape doesn't have an opinion. It has a receipt.
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Ocean Lover retweetledi
@OceanLoverBoy Good catch. $MSFT is the missing piece - NVIDIA can't sell an ARM laptop chip without Windows on ARM.
They've been building toward this since the Qualcomm exclusivity expired. Now $NVDA + MediaTek enter the ring.
Three-way ARM race: Apple Silicon vs Snapdragon vs N1X.
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Ocean Lover retweetledi
Everyone’s distracted on a few other tickers that are pumping but here I present to you $VIVO
My ambitious PT sits around 15$. (A Gentle-mans 3x from the current of 5.85$)
Here are some notes I’ve accumulated with my DD:
Vivo currently has 3 pending negotiations for its data center leasing properties in finland.
Vivo is going to execute and deliver for the demand of excess data centers to help feed into this renaissance period of AI.
We are undermining the growth here. This is an A-symmetric play to tickers like $NBIS and $CRWV.
and for the golden cookie?
$Vivo currently has an agreement to give us the financials/details on its lease with AI operator(s), yes plural, including a HYPERSCALER….
By June 30th 2026.
Take your positions.
Also
With its float shorted above 150%
This can get real poetic within a small time frame!
vivopower.com/ai-data-centers
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$TOYO now almost a 2.5x up from $7 …
$P here is a gift for wise/term investors.
Neil Bhatia@neilsbhatia
$TOYO more than a 2x now … @sunxliao @wliang … as below, gentlemen … it’s just getting warmed up …
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I own $PLTR shares with 5X leverage
PT: 200
Do not buy now, buy on red days. 🦅
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$ORCL 210 target acquired overnight 🎯
Scar@0dteScar
Watch $ORCL ‼️ Up almost 10 pts this morning running towards 200. Since Monday my thesis remains: Clear 200, 210 comes next. Give yourself some time..
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Please, tell me some tickers that may have underrated charts right now.
Want to do some more TA on some possible underdogs right now.
And I will share the best setups with you once I’m done with these. 🙏🏻
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@alphaticaio Not understanding the point you’re making..
Are you using AI to write this stuff?
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JUST IN:
Workday just made Google's Gemini the default AI model inside its platform.
Not a partnership announcement. Not a pilot. Default integration across HR and finance workflows for enterprise customers.
The details:
Gemini Enterprise is now embedded in Workday's Sana Self-Service Agent. Employees ask questions inside Gemini and get answers pulled directly from Workday with governance and permissions already applied.
Workday's Agent System of Record will run on Google Cloud's agent platform. Third-party agents plug into the same system.
This is $WDAY at $124.50, down 25% from last week's earnings despite beating on every metric. The stock sold off on FY27 guidance deceleration.
Now they announce the Google Cloud deal. The AI monetization that analysts said was "more of a FY27 event" just got a distribution partner with 2 billion users.
The question is not whether WDAY has an AI story. It is whether the market is willing to pay for it at this price.
$GOOGL
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According to DigiTimes, Qualcomm $QCOM has another ASIC project underway with a major U.S. cloud service provider, beyond its reported ByteDance win. The customer was not named, and DigiTimes notes the project has faced delays, so the timing of any actual outcome remains unclear.
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