Raymond

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Raymond

Raymond

@deepsoulglow

Devoted to global macroeconomics and the main trends of the US stock market for half a lifetime Insight into capital flows, dispassionate observation of the mar

Boston Katılım Şubat 2014
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Raymond
Raymond@deepsoulglow·
Cisco CEO drops truth bombs — tech is entering a full-blown 'network supercycle' powered by insane AI demand. Stock explodes +14-16% today, now trading ~$117-118 pre-market after closing at $101.87. Rosenblatt just jacked the PT from $100 to $150. Finally, the networking layer is getting its flowers. AI infrastructure = the real gold rush. Added more CSCO this morning. Who's riding this wave? #CSCO #AI
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Raymond
Raymond@deepsoulglow·
Just checked the tape — NVDA flirting with that $5.5T market cap barrier and it feels inevitable. Jensen on Air Force One to China? This isn’t just a stock anymore, it’s the backbone of global AI. Loading up before earnings on the 20th. Who’s with me? #NVDA
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Raymond@deepsoulglow·
@StockSavvyShay This is next-level. AI power/land/cooling crunch on Earth is brutal — orbit gives unlimited solar + natural cooling. Sci-fi becoming strategy. #AI #Space x.com/deepsoulglow/s…
Raymond@deepsoulglow

INTC just gave back a ton of gains. Opened near $129 close yesterday, now $119.01 (-8%+) midday. Mizuho hiked PT to $124 (Neutral) yesterday — stock already trading around/below it after the rug pull. My take: The love was real on AI server tailwinds + 18A foundry momentum, but this volatility screams "Neutral at best." Turnaround has legs, but execution risks + brutal competition = no moonshot yet. #INTC $INTC

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Raymond
Raymond@deepsoulglow·
@Benzinga The $38B cap on OpenAI's payments to Microsoft is a smart unwind that cleans up the balance sheet for investors x.com/deepsoulglow/s…
Raymond@deepsoulglow

INTC just gave back a ton of gains. Opened near $129 close yesterday, now $119.01 (-8%+) midday. Mizuho hiked PT to $124 (Neutral) yesterday — stock already trading around/below it after the rug pull. My take: The love was real on AI server tailwinds + 18A foundry momentum, but this volatility screams "Neutral at best." Turnaround has legs, but execution risks + brutal competition = no moonshot yet. #INTC $INTC

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Benzinga
Benzinga@Benzinga·
OpenAI’s path toward a potential IPO may have gotten a major boost after the company and Microsoft reportedly agreed to cap Microsoft’s total revenue-sharing payments at $38 billion. According to The Information, the cap could make OpenAI more attractive to long-term investors as the company prepares for a possible public offering, which could happen as early as the end of this year. The revised Microsoft-OpenAI deal reportedly keeps Microsoft as OpenAI’s main cloud partner, with OpenAI products launching first on Azure unless Microsoft cannot or chooses not to support the required capabilities. But OpenAI now has more flexibility. The company can serve its products through other cloud providers, including Amazon Web Services and Google Cloud. Microsoft will also continue to hold a license to OpenAI’s intellectual property for models and products through 2032. However, that license is now non-exclusive. Under the new terms, Microsoft no longer has to pay a revenue share to OpenAI. OpenAI will keep paying Microsoft through 2030 at the same percentage, but those payments are now subject to the $38 billion cap. Separately, Microsoft CEO Satya Nadella testified in the Musk v. Altman trial, saying Elon Musk never directly raised concerns with him about Microsoft’s OpenAI investment violating special agreements. Nadella said Microsoft is “very proud” of its early OpenAI bet, describing it as a major risk taken when few others were willing.
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Raymond
Raymond@deepsoulglow·
@Mayhem4Markets @TraderadeTweets Hope there's something useful x.com/deepsoulglow/s…
Raymond@deepsoulglow

INTC just gave back a ton of gains. Opened near $129 close yesterday, now $119.01 (-8%+) midday. Mizuho hiked PT to $124 (Neutral) yesterday — stock already trading around/below it after the rug pull. My take: The love was real on AI server tailwinds + 18A foundry momentum, but this volatility screams "Neutral at best." Turnaround has legs, but execution risks + brutal competition = no moonshot yet. #INTC $INTC

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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
The chase to buy calls on tech has intensified to levels not seen since 2025. More evidence of the "No Fear" market. I'll be releasing an episode of Navigating the Markets this afternoon about what's going on underneath the surface in the options market and beyond. Stay tuned!
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Raymond
Raymond@deepsoulglow·
@Mr_Derivatives The dip to ~$71 is a strong reload zone for believers in the satellite-to-smartphone revolution x.com/deepsoulglow/s…
Raymond@deepsoulglow

INTC just gave back a ton of gains. Opened near $129 close yesterday, now $119.01 (-8%+) midday. Mizuho hiked PT to $124 (Neutral) yesterday — stock already trading around/below it after the rug pull. My take: The love was real on AI server tailwinds + 18A foundry momentum, but this volatility screams "Neutral at best." Turnaround has legs, but execution risks + brutal competition = no moonshot yet. #INTC $INTC

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Heisenberg
Heisenberg@Mr_Derivatives·
$ASTS did hit $86’s yesterday highs in after hrs. Now at $71… Good reload area.
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Raymond
Raymond@deepsoulglow·
INTC just gave back a ton of gains. Opened near $129 close yesterday, now $119.01 (-8%+) midday. Mizuho hiked PT to $124 (Neutral) yesterday — stock already trading around/below it after the rug pull. My take: The love was real on AI server tailwinds + 18A foundry momentum, but this volatility screams "Neutral at best." Turnaround has legs, but execution risks + brutal competition = no moonshot yet. #INTC $INTC
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Raymond
Raymond@deepsoulglow·
@StockSavvyShay The fragile ceasefire is under strain, with the Strait of Hormuz effectively closed or heavily disrupted for weeks — a critical chokepoint for ~20% of global oil shipments x.com/deepsoulglow/s…
Raymond@deepsoulglow

$TSLA Two straight green days for Tesla: +3.3% then +4%. Sitting at $428. People keep doubting because of recalls and EV slowdown talk, but the market is waking up to robotics and autonomy. Been holding since $200 and still not selling. Patience wins. $TSLA

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Heisenberg
Heisenberg@Mr_Derivatives·
$MCD Lowest RSI in almost a year. Price lowest since August 2024. Worth a yolo shot here.
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Raymond
Raymond@deepsoulglow·
@Benzinga This debate directly impacts TSLA (and UBER/AMZN), as investor enthusiasm for autonomy/robotics has fueled recent stock strength despite near-term EV pressures x.com/deepsoulglow/s…
Raymond@deepsoulglow

$TSLA Two straight green days for Tesla: +3.3% then +4%. Sitting at $428. People keep doubting because of recalls and EV slowdown talk, but the market is waking up to robotics and autonomy. Been holding since $200 and still not selling. Patience wins. $TSLA

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Benzinga
Benzinga@Benzinga·
Sen. Bernie Sanders is warning that driverless vehicles and factory robots could threaten millions of working-class jobs. In a post on X, Sanders said autonomous vehicle companies are expanding quickly, putting truckers, cab drivers and Uber drivers at risk. He also criticized Jeff Bezos, saying the Amazon founder is seeking $100 billion to put robots into factories. Sanders argued that this kind of automation could wipe out manufacturing jobs and leave the country unprepared for the economic fallout. “We are not ready for what’s coming,” Sanders wrote. His comments come as Uber pushes deeper into robotaxis. The company has reportedly outlined a $10 billion commitment to the sector, including $2.5 billion for equity investments in robotaxi operators and $7.5 billion to expand its autonomous fleet. Uber CEO Dara Khosrowshahi has called self-driving a “trillion-dollar” opportunity for the company. Sanders has also criticized AI’s impact on jobs more broadly, including recent comments from Verizon’s CEO predicting major workforce reductions as AI adoption grows. Meanwhile, Elon Musk has taken a more optimistic view, arguing that AI could increase output per worker rather than simply replace humans. The takeaway: Sanders sees physical AI as a major threat to transportation and factory workers, while tech leaders are betting automation will unlock huge productivity gains.
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Raymond
Raymond@deepsoulglow·
$TSLA Two straight green days for Tesla: +3.3% then +4%. Sitting at $428. People keep doubting because of recalls and EV slowdown talk, but the market is waking up to robotics and autonomy. Been holding since $200 and still not selling. Patience wins. $TSLA
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
Gonna be a spicy Globex open if we don't get a last minute Axios headline about an imminent peace deal.
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Raymond
Raymond@deepsoulglow·
@StockMKTNewz Exactly as expected — Iran wants the ceasefire and sanctions relief now, gives vague promises on nukes later. No dismantling facilities, short enrichment pause only. Trump admin right to keep the blockade leverage. l x.com/deepsoulglow/s…
Raymond@deepsoulglow

Palantir dropped its strongest quarter ever: +85% revenue, U.S. comm +133%, raised guidance, and monster deal flow. Fundamentals are firing while the stock dipped on 'priced for perfection' fears. I'm bullish. In a market where S&P & Nasdaq are making new ATHs on AI/tech momentum, PLTR's AI infrastructure edge stands out. Long-term conviction play. $PLTR

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Evan
Evan@StockMKTNewz·
Iran 🇮🇷 has formally sent a multipage response to the latest United States 🇺🇸 proposal to end the war, laying out its own demands in detail and leaving gaps between the two sides Here's what Iran is actually proposing: Iran wants a ceasefire first, a gradual reopening of the Strait of Hormuz, and nuclear talks pushed to a separate 30-day negotiation window. On the uranium stockpile: Iran is willing to dilute some of its highly enriched uranium and transfer the rest to a third country. But only with a guarantee it gets returned if the deal falls apart. On enrichment: Iran will suspend it. But not for the 20-year moratorium the U.S. proposed. On dismantling nuclear facilities: flat rejection. The response was delivered through mediator Pakistan and forwarded to Washington. (Source - WSJ)
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Raymond
Raymond@deepsoulglow·
Karp is right — most AI is slop. PLTR is building the real enterprise layer. Bullish. $PLTR"
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Raymond@deepsoulglow·
Palantir dropped its strongest quarter ever: +85% revenue, U.S. comm +133%, raised guidance, and monster deal flow. Fundamentals are firing while the stock dipped on 'priced for perfection' fears. I'm bullish. In a market where S&P & Nasdaq are making new ATHs on AI/tech momentum, PLTR's AI infrastructure edge stands out. Long-term conviction play. $PLTR
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Raymond@deepsoulglow·
Just saw $META dip to ~$610 after the 8k job cuts announcement. Smart move by Zuck—slashing bureaucracy to go all-in on AI infrastructure & agentic models. Short-term pain for long-term dominance in ads + AI. This is why I'm bullish AF. Cheap relative to growth. Loading up more! #META #AIStocks
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Raymond@deepsoulglow·
$PLTR just dropped a monster Q1: $1.633B revenue (+85% YoY), EPS $0.33 beat, and raised full-year guidance to $7.65B (~71% growth). U.S. commercial is exploding +104-137%. The 7% post-earnings selloff is pure 'priced for perfection' nonsense. Fundamentals are accelerating fast. I’m staying long — this is real AI deployment winning, not hype. $198 avg target still looks very achievable. #PLTR
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Raymond@deepsoulglow·
@StockMKTNewz This is textbook “narrow leadership with violent rotation. x.com/deepsoulglow/s…
Raymond@deepsoulglow

INTC gave back some gains yesterday, closing -3% at $109.62 after touching $114.51. Classic profit-taking after that insane +170% YTD run. Pre-market today bouncing ~1.1-2% though. Still believe in the AI/foundry comeback story, but this volatility screams 'wait for a better entry' unless you're already in. Execution risks haven't vanished. What’s your move? #INTC

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Evan
Evan@StockMKTNewz·
12 stocks in the S&P 500 have more than DOUBLED so far in 2026 🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢 2 stocks in the S&P 500 have been cut in HALF so far in 2026 🔴🔴
WOLF@WOLF_Financial

There are currently 12 stocks in the S&P 500 that have more than DOUBLED so far in 2026 🥇 Sandisk $SNDK 537%🟢 🥈 Intel $INTC +236%🟢 🥉 Seagate $STX +183%🟢 Western Digital $WDC +174%🟢 Micron $MU +157%🟢 Lumentum $LITE +142%🟢 Ciena $CIEN +134%🟢 Corning $GLW +115%🟢 Vertiv $VRT +112%🟢 Comfort Systems $FIX +109%🟢 $AMD +109%🟢 $DELL +104%🟢

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Raymond
Raymond@deepsoulglow·
@Mr_Derivatives These short “holiday truces” have happened before (including last year) and often see violations almost immediately x.com/deepsoulglow/s…
Raymond@deepsoulglow

INTC gave back some gains yesterday, closing -3% at $109.62 after touching $114.51. Classic profit-taking after that insane +170% YTD run. Pre-market today bouncing ~1.1-2% though. Still believe in the AI/foundry comeback story, but this volatility screams 'wait for a better entry' unless you're already in. Execution risks haven't vanished. What’s your move? #INTC

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Raymond
Raymond@deepsoulglow·
@Mr_Derivatives NVIDIA remains the clearest winner in the AI buildout x.com/deepsoulglow/s…
Raymond@deepsoulglow

INTC gave back some gains yesterday, closing -3% at $109.62 after touching $114.51. Classic profit-taking after that insane +170% YTD run. Pre-market today bouncing ~1.1-2% though. Still believe in the AI/foundry comeback story, but this volatility screams 'wait for a better entry' unless you're already in. Execution risks haven't vanished. What’s your move? #INTC

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Heisenberg
Heisenberg@Mr_Derivatives·
$NVDA Either stay long or stay out. No shorting.
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Keşfet

@StockSavvyShay @Benzinga @Mayhem4Markets @TraderadeTweets @Mr_Derivatives @StockMKTNewz @elonmusk @BarackObama