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US Treasuries may be getting close to an oversold zone. The market has moved fast into higher-for-longer pricing, but that path may still be too aggressive if inflation cools and growth starts to soften later this year. If the 10Y yield peaks around 4.6%, the next move may matter just as much for stocks as it does for bonds. More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

Compute pricing may be getting repriced higher. A new set of signals is starting to point the same way: long-term compute contracts are resetting higher, spot pricing is firming, and the race for AI infrastructure is moving beyond GPUs and into power, land, and large-scale cluster capacity. That may be the more important takeaway here. The compute trade is starting to look less like a hardware story and more like a power-and-scale story. $CRWV $NBIS $IREN $MFST $AMZN $META $ORCL More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

Nvidia’s latest 13F may be pointing to something bigger than one stock pick. Keeping a large position in Nokia while adding Coherent is a reminder that in AI, the bottleneck is no longer just compute. It is also how fast those clusters can talk to each other. The GPUs get the headlines. The optical layer keeps the whole system working. $NVDA $NOK $COHR More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

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Want a clearer walkthrough of Moomoo API Skills? Watch the full guide here. This tutorial covers the setup flow step by step, so you can get started faster, spend less time figuring things out, and explore it more easily in the moomoo app. #MoomooAPISkills #moomoo Options trading is risky and not appropriate for everyone. Read the Options Disclosure Document (j.moomoo.com/017y9J) before trading.

Options pricing can move fast. Before making options trades, moomoo’s price calculator allows options traders to model various post-earnings scenarios and changes in implied volatility. This helps prevent overpaying for options before a potential IV drop.

Intel’s pricing logic may have changed faster than its fundamentals. The stock is no longer trading only on turnaround hope. It is being repriced around AI-era CPU relevance, U.S. fab optionality, and the idea that policy support plus real customer validation could turn Intel into a strategic chokepoint again. After April’s surge, the next question is harder: can the proof start catching up with the narrative? $INTC More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

$NVDA just reminded the market how wide this story is getting. Revenue came in at $81.6B. Q2 guidance landed at $91.0B. Networking reached $14.8B for the quarter. Vera CPU opened up a new ~$20B story for this year, and Rubin stays on track for H2 shipments. That is why this print feels bigger than another beat. Nvidia keeps widening the AI stack from GPUs into CPUs, networking, and full AI factory systems. More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

TSMC’s “three-layer cake” may be one of the more important AI roadmaps the market has seen this year. Compute\3D integration\Photonics. Most suppliers touch one layer of that stack. TSMC sits across all three. That is why this story matters for valuation. As AI chips get larger, packaging gets harder, and connectivity matters more, TSMC keeps moving deeper into the center of the buildout. The market may still be valuing a foundry. The roadmap points to something closer to an AI manufacturing platform. $TSM Learn more here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

One of the more interesting AI 13F reads this quarter came from Leopold Aschenbrenner’s fund. The positioning was not simple bullish chasing. It looked more like a split view of the AI trade: heavy downside protection across semis, selective conviction in storage, and a continued push into compute infrastructure and power. That is a pretty sharp framework for this market. If AI hardware is getting crowded, the trade may start rewarding investors who can separate hedges from conviction and chips from the bottlenecks that sit underneath them. More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

Google I/O may matter more than usual this year. The key watchpoints are getting clearer: how far Gemini can push into search, video, images, audio, and agent workflows, how Google talks about AI Search monetization, and whether TPU commercialization starts to look more tangible. If Google gives the market a cleaner read on both software monetization and external TPU demand, the reaction may reach beyond $GOOGL and into names tied to its AI hardware stack, including $AVGO. Learn more here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

$NVDA reports tomorrow, and the real test may not be the quarter itself. The market is already looking for about $78.7B in revenue and roughly 75% gross margin. What matters more now is whether Nvidia can finally break the recent pattern of strong numbers followed by weak post-earnings reactions. In this setup, another beat alone may not be enough. The stock likely needs stronger guidance, steadier margin confidence, and a clear sense that the next AI leg is still building. Learn more here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

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Got questions about trading options in earnings season? 📌On May 19 at 8 AM ET: Moomoo US CEO Neil McDonald joins Kevin Davitt, Nasdaq’s Head of Index Options Content, live for an Earnings Options AMA. Watch live on X, or catch it in the moomoo app. @Nasdaq See you there. #moomoo #Nasdaq #EarningsSeason #Options #IndexOptions Options trading is risky and not appropriate for everyone. Read the Options Disclosure Document (j.moomoo.com/017y9J) before trading. Options are complex and you may quickly lose the entire investment. Supporting docs for any claims will be furnished upon request. Exchange traded Index options are similar to exchange traded equity options in that all options involve risk and are not suitable for all investors. For a better understanding of the differences between index options and equity option please visit the resources available through the OCC’s Options Industry Council here: Equity versus Index Options (optionseducation.org/advancedconcep…) Index options have special characteristics and risks. Index option exercises are settled with cash, not securities. In addition, because the exercise price of an index option is generally based on the closing index value, an index option that is in the money during trading hours may be out of the money when the closing value is calculated — a risk to consider whenever you place an exercise order before the closing value is known. Zero Days to Expiration (0DTE) or Same Day expiration options: Keep in mind, opening new options positions close to or on their expiration date comes with substantial risk of losses for reasons that include potential volatility of the underlying security, limited time to expiration, flagging as a pattern day trader, and others. This type of strategy is not suitable for all investors and should be utilized only by sophisticated investors who understand the essentials of options and the risks of 0DTE options.

Wall Street still looks locked in on AI. The playbook is just splitting apart. Berkshire added to Google ($GOOG) and exited Amazon ($AMZN). Bridgewater kept leaning into AI hardware. Baillie Gifford trimmed Nvidia ($NVDA). ARK pushed further into AI applications, healthcare, and crypto. Same macro theme. Very different expressions. That may be one of the more useful reads from this round of 13F filings. Learn more here: j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

The more interesting part of NVIDIA’s ($NVDA) latest 13F may not be the portfolio itself. NVIDIA’s latest holdings may be hinting at where the AI trade is broadening next. More CoreWeave ($CRWV) points to compute deployment. A new stake in Coherent ($COHR) points to bandwidth and optics. And Generate Biomedicines adds a small but interesting signal around AI moving further into real-world verticals. That may be the more useful read-through here: the AI stack keeps getting wider. More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

If reports hold, SpaceX may be heading for one of the biggest IPOs Wall Street has ever seen. Nasdaq listing. A potential $1.75T valuation. Up to $75B raised. That is big enough to reset how the market thinks about space, launch economics, satellite infrastructure, and the next layer of AI-linked compute. (Reuters) This is shaping up as more than just another listing. It may become a real test of how much future growth investors are willing to pay for all at once. $TSLA $GOOGL $BAC Learn more here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.

Gates Foundation sold Microsoft. The more interesting read-through here may be what that headline sits next to. Last Friday, software held up while parts of AI hardware sold off. If the hardware trade is getting crowded after a huge run, software may start to look like the cleaner way to stay exposed to AI - through cloud, productivity, security, and enterprise workflows. That makes this more than a Microsoft headline. It may be an early signal on rotation. $MSFT More here j.moomoo.com/0vBakb Investing involves risk. Content provided by Moomoo Technologies Inc.