Albanese 🇦🇱

@bdinvestingg Pretty graphic

Key stocks in the data centre value chain. Ai can’t run without them $AMD — CPU compute for AI training and inference $VRT — Cooling and power delivery for dense GPU clusters. $MU — HBM memory; feeds data to GPUs at speed. $SNDK — NAND flash storage for datasets and model checkpoints. $ANET — High-speed ethernet switching between servers and GPUs. $NBIS — Deploys and operates GPU clusters as a service. $IREN — Cheap-power GPU hosting; miner pivoting to AI compute. $VST — Grid-level power generation feeding data centre demand.

@data168 Looking at leaps for both.

Unpopular opinion: If the market eventually recognizes that IREN’s financing strategy is more durable and superior over the long run than CRWV’s, the repricing could be rapid. In that scenario, IREN could surge past $100 in a matter of weeks, if not days. $IREN $CRWV

@smartertrader Straight bullshit

lol. No

Kosovo, Europe’s youngest country, is now the continent’s trailblazer for tackling unemployment among 15- to 24-year-olds. bloomberg.com/news/newslette…

@MrMikeInvesting Serious questions what’s VST gotta do with MP

The White House is quite literally telling you to buy rare earth stocks… Last time this happened was with $INTC in August 25’ which was trading at $18, & is now $95+ US Government has taken heavy positions into $MP & $USAR which are ready to rocket 40/50%+ higher. Even Nancy Pelosi is buying $VST…

@smartertrader Sell the yacht ?

SanDisk $SNDK Q3 earnings: - Revenue: $5.95B vs $4.70B est, massive beat - Adjusted EPS: $23.41 vs $14.50 est - Adjusted gross margin: 78.4% - Adjusted operating income: $4.22B vs $2.70B est Q4 guidance blowout: revenue $7.75-$8.25B vs $6.49B est, adjusted EPS $30-$33 vs $22.70 est. made 23+ expected 15 guides to 30-33 vs 22.7 lol gift

@faststocknewss Oh my

SanDisk $SNDK Q3 earnings: - Revenue: $5.95B vs $4.70B est, massive beat - Adjusted EPS: $23.41 vs $14.50 est - Adjusted gross margin: 78.4% - Adjusted operating income: $4.22B vs $2.70B est Q4 guidance blowout: revenue $7.75-$8.25B vs $6.49B est, adjusted EPS $30-$33 vs $22.70 est.

@OracleNYSE $crwd just got integrated in Claude 4.7? FUD

$CRWD $PANW competition from Anthropic now Find and fix security vulnerabilities with Claude Anthropic youtube.com/watch?v=0SgCiU…

@qcapital2020 Albanian

Today, a JP Morgan star is born

@The_RockTrading Amazon 280

$MSFT good chance this can recover tomorrow. $AMZN could be heading down for a post earnings reset. 240 and below $GOOG winner today for earnings.

@RedDogT3 Msft is horseshit expectations so low

$msft down 3.8% $meta down 6.9% $amzn not holding gains

$qcom will forever be a turd

$AMZN Q1 EARNINGS • Revenue $181.5B vs Est. $177.2B • EPS $2.78 vs Est. $1.64 • AWS Sales $37.6B vs Est. $36.7B • Operating Income $23.9B vs Est. $20.8B Q2 Guidance • Revenue $196B vs Est. $189B • Operating Income $22B vs Est. $23B FY26 Guidance • CapEx $200B vs Est. $200B

Hyperliquid, the decentralized crypto exchange that has emerged as one of the most active trading venues in digital assets, is proposing to add prediction markets to its platform — a direct challenge to Kalshi and Polymarket bloomberg.com/news/articles/…

@StockSavvyShay $crcl should have a good Q

$V up ~9% as the market realizes AI agents aren't replacing Visa’s global payments network. I guess “agentic commerce” still requires commerce.

@cz_binance ??

One wallet, all access.

@FL0WG0D Insane

Woah $BE

@smartertrader Means $crcl could have a monster q

V stunning great quarter

@Havochl_ Industry full of crooks. So far outside of hype - stablecoins & the blockchain itself are all the industry has done meaningfully !

It’s crazy but if you had deposited only $1000 into Hyperliquid in 2023 - and ran your first $1M in volume during the first batch of points, you could have earned around 2,000 points. That would be worth roughly 11,000 $HYPE today or around $450k Insane... from just $1M traded volume Will we ever see something like this in crypto again or we're cooked forever?

@CryptoBullet1 Lmao

Sandisk Corporation did a 38x in 1 YEAR But you decided to buy Altcoins instead 🫠