These youngins don't do even a cursory amount of research before they post. If they did they would realize $AXP actually takes on the lending debt, $MA and $V leave that part to the banks issuing the cards. Very key difference especially in todays rate environment. That being said $AXP is a solid buy right now IMO.
Semis are trying to rally this morning. $ASML earnings tomorrow, $TSM Wednesday. If they can deliver big beats I think it will drive the entire sector higher. This dip has been predicated on some BS in my opinion. First the oAI nonsense and then a vague CXMT announcement. Who's been buying the dip? I added some $AVGO shares below 350 this morning.
4. $WYNN
This one comes down to execution. Macau is still the core business, but the UAE resort could be the thing that gives $WYNN a whole new leg of growth.
Memory stocks getting crushed today. Not selling my MU but thinking hard before I rush to buy the dip here.
ChangXin Memory Technologies (CXMT) plans to launch new 4F²-based DDR5 enterprise server memory modules by the end of 2026 while expanding into NAND flash memory and ramping up mass production of its fifth-generation (G5) mobile memory platform.
https://t.co/KOQIzBfFYv
Memory stocks getting crushed today. Not selling my MU but thinking hard before I rush to buy the dip here.
ChangXin Memory Technologies (CXMT) plans to launch new 4F²-based DDR5 enterprise server memory modules by the end of 2026 while expanding into NAND flash memory and ramping up mass production of its fifth-generation (G5) mobile memory platform.
https://t.co/KOQIzBfFYv
The guy did get to 10 mill from like 35k starting, supposedly with receipts. I think he’s just trying to get subs on X so he’s forcing trades. That being said all the public ones he’s posted have been pretty shit tier. But you don’t make 10 million off 35k all from luck. Very weird situation here cause he seems like a total clown after following him for a few months.
@drayinvests You own Celsius the wealthiest my bro? Thinking about this one hard, wanna diversify out of AI a bit. Not bearish on AI long term but I think a lot of the higher debt names like @IREN_Ltd are gonna get smoked soon. Also I think $NBIS is the better neocloud play.
@Mr_Derivatives I just started a position in $WYNN their fundamentals are still solid even while building this new Middle East property. Which is gonna be HUGE. So much concentrated wealth in that part of the world and gonna be the closest high end casino for the high rollers there 🤑
The OpenAI $50B versus $70B revenue debate is hilarious because real question is how much of every AI dollar OpenAI actually keeps after $MSFT, $AMZN and $GOOGL take their cut.
For the AI buildout almost nothing changes because those GPUs, memory, networking and power can shift across Anthropic, $META, $GOOGL, $SPCX and enterprises so aggregate token growth matters way more than one AI lab’s revenue number.