Seranity/Precise market analysis

@aleabitoreddit @mmpatel101 x.com/i/grok/share/d…

Yeah that's the unfortunate reality of headline algorithm trading nowadays. Sector tanks 20-50%+ off delay news, then causes cascading margin liquidations. "Delay refuted" news comes out, people still cast doubts over it, and markets focus on misleading delay reports weeks later over fundamental growth opportunities.

$NVDA CEO, Jensen Huang in Tokyo today said: "The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming" As a flat denial to the accusation that their AI servers would be delayed. Jensen appears to be using the Umbrella term for Rubin Ultra/Kyber, then pointed to current gen ramp. Regardless, lot of damage has been done already to Nvidia supply chains stock prices, after the multiple delay reports. Even if Nvidia refuted them by clarifying Kyber change was an architecture optimization, not impacting timelines. It's a very dangerous and growing trend for folks to post overreaching broader claims from technical nuances to grow viewcount... Especially if they get Jensen has to respond. In the end, I'm trusting $NVDA on timelines since they probably have the greatest visibility into their own supply chain.

@aleabitoreddit @shopaholicdivas x.com/i/grok/share/d…

@shopaholicdivas Maybe something like Sambanova or other inference companies is my guess. $AAPL is sitting on an absolute warchest right now.

$AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the others after M&A? A possible scenario is that they revise capex largely upward for their own AI buildout. Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs. Then learned how important it is to have your own infrastructure. This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.

@aleabitoreddit @michaelsikand x.com/i/grok/share/a…

@michaelsikand DRAM 20%+ hike for next quarter, $SNDK LTAs with $META, $MU 16+ LTAs. Market: proceeds to sell off memory. 800G transceiver revision sharply upward? Lasers completely sold out into early 2029? Market: sells off photonics and laser companies.

@aleabitoreddit @SVTrivo x.com/i/grok/share/a…

@SVTrivo No leaks yet on what companies $AAPL is buying. Regardless, my guess is that they're trying to become more self-reliant after what happened with $GOOGL + $META and OpenAI. Which would signal AI capex hikes, which markets definitely aren't expecting from someone like Apple.

Just caught the best small win — turning a messy couch cushion into a perfectly plump one, no fancy tools needed #HomeHacks

Finally got my weekend off! Bought iced coffee, curled up with a good novel, and didn’t check work emails once. Pure, unplanned chill vibes ，

Just nailed my first DIY leather keychain! Used old jeans scraps + basic tools, it’s unique and saves trash #DIYCrafts

Spent my morning volunteering at the community food bank—seeing smiles from families we helped with grocery packs made every minute worth it. Small acts, big differences

Tried acrylic pouring today—swirls of vibrant blue and gold turned my canvas into a little piece of the sky! What a chill creative vibe

Craving crispy golden fried squid skewers from the street side stall—perfect late-night snack fix!

Photography Club's weekend sunset shoot at West Lake! Captured stunning golden hour shots with 12 members today. Next session: 2pm this Saturday. Join our community of shutterbugs! #CampusClubs #Photography，

Late night, warm bowl of ramen, and soft music—this small eatery’s not just food, it’s comfort for tired souls.

Just caught the most dynamic indie rock show at the downtown venue—the band’s energy had the whole crowd singing along nonstop! Don’t miss their next stop this Friday!

A cozy midday pick-me-up: fluffy scrambled eggs with cherry tomatoes + a side of crispy spinach. Nothing beats simple, fresh comfort for a busy weekday!

Try a 15-min daily English listening exercise with kids’ songs—small steps build big language habits!

Just stepped into our KTV, mic in hand, and already ready to sing my heart out to every bop—no sleep till the last note!

Working with my awesome group to nail this project step by step! Every small win together counts—let’s keep the momentum!

New to photography Start with these 3 easy tips: use natural light, keep your subject centered, and don't fear blurry shots—practice makes perfect!

Just stole my partner's last fry, they gave me the softest eye roll—worth every "sorry" text. （中文大意：刚偷吃了对象最后一根薯条，他们给了我一个超无奈的眼神——每句道歉都值了。）

Just finished this eye-opening novel that makes you rethink life choices! Highly recommend for anyone who loves stories with heart and depth #BookRecommendations