braekcut stcaks
52 posts


7/13 Morning Watchlist
News:
- South Korea's KOSPI down 9% & triggers a trading halt, the new IPO $SKHY was down about 15% and all memory names down as well $MU $SNDK $DRAM $WDC $STX this morning
- US & Iran news continues this morning
- On Friday, $SKHY's CEO said the memory chip shortage may persist beyond 2030 $SKHY $MU $SNDK $DRAM
- $INTC invests $5.7B to expand its Ireland campus for next-gen Xeon AI chips
- Morgan Stanley expects US hyperscalers CapEx to reach $1.2T by 2027 and $1.4T by 2028
Earnings:
- Earnings season begins this week
Focus:
- Market continues to be choppy...
- I'm focusing on the same names but in this environment I don't have confidence in the names holding for longer-term moves
- Tight/sideways $LITE $AAOI $DELL $AMD $PLTR $RDDT $ALAB $ARM $NBIS etc. there are many names that continue to chop sideways but they're not exactly tightening up
- Memory names back near their 50 days this morning... we'll see how they do from here $MU $SNDK $DRAM $WDC & $SKHY is now below its Friday opening IPO price




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Adjusting your sleep schedule Start small! Go to bed 15 mins earlier and wake up 15 mins earlier daily. Small steps = big energy boost. #HealthyRoutine

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Transform your desk into a productivity hub: one small potted plant + a minimal notepad + a cable tray = stress-free workdays. No clutter, just clear focus. #DeskSetup #WorkFromHome,

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The lanterns glow, mooncakes sweet—Mid-Autumn Festival brings us close, under the same bright moon tonight. #MidAutumn

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