Daniel the survival

@TJ_Research 这时候降低beta 是不是很傻

把预期降低，下半年美股进入了中等难度模式（上半年算高难度，所以散户和机构都踏空了3月的底）：三家万亿级别公司上市，和债券市场融资需求的大幅上升，对流动性是很大的冲击。然后再加上宏观影响。

@JPATrades Last week u said this and it pump and dump 3rd day

Someone just bought $2,700,000 worth of $NVDA calls that expire in a week Jensen has been pumping Ai 👀

@unusual_whales Everytime he said this....market flood red

BREAKING: Trump has said stocks should go up, not down.

@TJ_Research 今晚吧，小桃，给观众一点安心针，这几天睡不下了

原来股市不是每天都上涨的，不是提款机呀🤦 明天就回去了，整理下数据，周日见。我记得估值是不高的，今天这么一跌，参与度也大跌，vix20，22是买点，25也是。 今天的下跌是一个迟来的调整一起爆发，我看看过去一些日子无脑买的还敢不敢那么无脑。

@preetkailon Im nervous with my july 395 call. Paper loss 35% now

$GOOGL didn’t raise $80 billion because they needed a lifeline. They raised it because customer demand for AI compute is outpacing what they can physically supply. Power, land, data centers they can’t scale fast enough. Sundar Pichai literally said compute capacity is what keeps him up at night. In April they revised capex guidance to $180-190B for the year. Now they’re going back to markets for more. Alphabet, Microsoft, Meta, and Amazon combined are expected to spend over $700B on capex this year alone. And we’re still in the early innings. $1 trillion in AI capex by 2027 isn’t a prediction anymore it’s a roadmap.

@amitisinvesting @grok is this bullish or bearish for google

Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings. The Mag 7 used to buy back stock. Now they are dumping shares in the open market. Why? AI infrastructure. As long as the capex delivers an ROI, the market may reward it, but it looks like Google feels they have tapped the debt markets enough and now need to visit the equity markets. They also got Berkshire to buy $10B at $350, showing that Berkshire is supporting the move. This is incredible to witness...but my question is...will this give the other Mag 7 companies the freedom to do ATM offerings if the market is willing to let them? This incredible to witness. $GOOGL $META $AMZN $MSFT

@amitisinvesting Whre should it be? 300?

$PLTR The biggest concern around Palantir over the past 2 years has been its valuation. That concern should not be that relevant anymore. If we are looking at other companies in Software, $SNOW and $CRWD are trading at HIGHER multiples on a NTM EV/EBITDA yet they are growing 2x LESS than Palantir and at 2x WORSE margins, as shown in the chart below by Arny. You want to know what’s even worse? The TTM GAAP profits for all 3: Palantir did $2.28B in GAAP net income, actual profit coming down to the bottom line. Snowflake LOST $1.33B and Crowdstrike LOST $162M! $SNOW and $CRWD can’t produce a GAAP profit, have significantly worse margins and have significantly less growth but are getting a HIGHER multiple. This is not to say that Snowflake or Crowdstrike are overvalued or don’t deserve the premium they are getting, but it is to say there is a massive valuation disconnect and anyone screaming that Palantir is expensive cannot make that argument relative to every other company in SaaS. Better margins, faster growth, profitable…and basically guided to 100% topline growth next year. This is obvious. If the market is willing to continue giving these premiums to software companies as the “AI destroying software” narrative goes away, Palantir should continue to gain momentum.

@ArtofSpecuycky $eric 呢？

我光通信里也最看好 $MRVL 和 $NOK ，这两个逻辑确实互补。 $MRVL 是机房内部的数据流动层，吃的是 DSP、光互连、custom ASIC、memory interconnect； $NOK 是机房外部和边缘侧的骨干管道，吃的是 AI-RAN、DCI、运营商网络和 InP 光芯片整合。 两家都有 NVIDIA 加持，不是纯概念股。 $MRVL 现在估值相比别的光的标的依然算便宜，但后面还是要看revenue proof； $NOK 更像传统通信股被低估，重定价可能会慢一点，但赔率更舒服。

@Gubloinvestor Malaysia

If you have choice to move out of Canada 🇨🇦 Where would you move?

@adamkhootrader So true...my nvda is crying

Never sell covered calls on growth stocks ! I have warned many many times. I see so many people sell covered call on NVDA, PLTR, FTNT, PANW etc… and missing the significant upside when these stocks become multi baggers ( I made this mistake in my early years) It’s like marrying the woman ( or man ) of your dreams and pimping her out to your friends for a few hundred bucks a night Soon , one of your friends is going to steal her away from you It’s so difficult to find a great business and person of your dreams , why do you want to risk losing them over a few bucks when they can make you millions over the years

@TJ_Research 绝对好奇，不是应该下跌吗？

谷歌：我们看到的需求太大了。2027年的资本开支会在26年1850亿的基础上继续大幅增长。😂 华尔街你凭啥盘后上涨呢？不是担心资本开支吗？

@realMeetKevin Inflation up....market down for the next drawdown..

🚨 Iran claims victory! ✅ Says they forced the US to accept their 10-point plan. ✅ They AGREE to open the Strait of Hormuz for 2 weeks. ✅ Trump, Israel, and Ayatollah have all agreed to ceasefire for 2 weeks. 🚨 Trump also claims victory! Markets SURGING.

@Gubloinvestor Rug pull

Lots of profit taking tomorrow 😀

@DeItaone Sure ? Or just TACO bomb?

*TRUMP: AGREED TO SUSPEND IRAN BOMBING FOR TWO WEEKS

@DeItaone Fk trump tbh

TRUMP SIGNALS PROLONGED IRAN CONFLICT Trump’s latest speech points to several more weeks of fighting, with analysts warning the risk of US ground involvement remains high. They cite the ongoing military buildup and broad war objectives as key factors, and note the timing before the holiday leaves room for potential escalation in the coming days.

@PeloSwing China is laughing while reading this

🚨BREAKING: TRUMP TO END THE WAR & RECEIVE GIFTS FROM IRAN

@DeItaone Can they just fking nego for real? Fking kids

IRANIAN FOREIGN MINISTRY: WE HAVE NOT CONDUCTED ANY NEGOTIATIONS WITH THE UNITED STATES DURING THE 31 DAYS OF THE WAR

@JPATrades Pltr

If last week's low can hold for $META it has the chance to start to bounce Already down $260 from previous highs with a lot of fairly short dated calls coming in Worth a watch

@BrasileiraMIA @EricTrump @grok how to make video like this

@EricTrump Yeah, he is so perfect. The whole world laughs at us. Pathetic.

🤣🤣 One of the great responses to a reporter in history! JAPANESE REPORTER: Why didn't you tell Japan before the Iran war? PRESIDENT TRUMP: "Why didn't you tell ME about PEARL HARBOR?!" "You believe in surprise much more-so than US!"

@DeItaone @grok what does it mean and how it affect the stock market

*TREASURY 10-YEAR YIELD FALLS TO 4.01%, LOWEST SINCE NOV. 28