saykkkkkkkk
1K posts


Recruits, your first prize is here...
A custom GeForce RTX 5080 Founders Edition + PC copy of the game.
Comment #007FirstLightRTX to win 👇
English

@tuncayasgrrlii @furkanastt ingilizce duymak istersen i love his meat gibi duyuluyo ispanyolca konuşuyo
Türkçe

UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $179
• $TSM $327
• $ASML $1,247
• $MU $494
AI Applications
• $PLTR $138
• $SNOW $134
• $CRWD $433
• $ZETA $17
AI Connectivity
• $AVGO $349
• $ALAB $189
• $CRDO $151
• $MRVL $131
Agentic AI
• $NET $180
• $DOCN $112
• $FSLY $17
• $MSFT $404
Physical AI
• $TSLA $359
• $AMZN $245
• $GOOGL $307
• $ISRG $448
Space
• $RKLB $73
• $ASTS $64
• $PL $27
• $BKSY $30
Drones
• $ONDS $10
• $UMAC $12
• $AVAV $170
• $KTOS $50
Nuclear
• $OKLO $69
• $UUUU $19
• $GEV $878
• $LEU $183
Photonics
• $AAOI $123
• $LITE $655
• $COHR $252
• $AEHR $67
CPU Bottleneck
• $AMD $321
• $INTC $88
• $ARM $186
• $AMKR $56
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@AnthropicAI @claudeai @GoogleDeepMind @demishassabis @DarioAmodei PLEASE ACQUIRE UIPATH WHOEVER BUYS UIPATH will earn a significent competetive advantage
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Software stocks today:
$NOW +5.7%
$DDOG +28.2%
$IGV +3.6%
$ADBE +2.8%
$MSFT +2.4%
$PLTR +2.7%
$MSFT +2.8%
$CRM +3.2%
Semiconductor stocks today:
$MU -3.8%
$SNDK -7.1%
$AAOI -14%
$INTC -2.8%
$ARM -10%
$AMD -3.7%
$SMH -1.9%
I think everyone is really waiting for a Semis to Software rotation, but I’m not sure we easily get one…
Do I think software is cheap? Yes. The software names like $PLTR $APP $DDOG also proved great earnings.
Are the semiconductor names overextended? I mean, look at the charts. However, their earnings have also been INCREDIBLE.
It doesn’t feel YET like the market can have $SMH and $IGV rally together, I think the only reason $IGV is up is because $SMH is down.
But if they were to rally together…it would probably be net new capital coming into the broader market vs people selling their semis to buy software or selling software to buy semis.
Just one day, likely need much more data to see if a rotation is happening…
Are you buying software over semis here? Rotating? Adding on dips?
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@pandaquantai @Allenroth1974 ai cant eat uipath
uipath uses ai for enhancement.
streets will realize.
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@Allenroth1974 I get the hype, but UiPath’s adoption curve is steep. What’s your trigger for the breakout?
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