chris spock

[chris spock @ChrisSpock]

@markflowchatter Thanks for the info!

[chris spock @ChrisSpock]

@kunal00 https://t.co/vueUd8oB1c

[Marc Lehman @markflowchatter]

Morgan Stanley downgraded some chinese Module makers , seems to be hitting $SNDK and $MU

AI boosts NAND demand, but
Asian module maker margins
may soon compress. We see challenges for module makers with constrained supply,
margin normalization, and weakening consumer SSD

[chris spock @ChrisSpock]

@anandragn $Avav has earnings tonight FYI

[chris spock @ChrisSpock]

@OddStockTrader Their shoes are so much better than on clouds. They need to distribute to retail better

[chris spock @ChrisSpock]

@JonahLupton @anandragn Any thoughts on Crwv trading at a cheaper P/S than Iren?

[chris spock @ChrisSpock]

@preetkailon Usually means the projections are wrong

[chris spock @ChrisSpock]

@Pharmdca Good call 🫡

[chris spock @ChrisSpock]

@AnneMarieTrades I think those sales are just tax withholding on vested rsus. No position

[chris spock @ChrisSpock]

@RedDogT3 LeBron’s feet are crazy

[chris spock @ChrisSpock]

@bennpeifert Making exponential cards like a glass ones and retriggering them as many times as possible gets you a lot of points. Hanging chad and photograph joker is a good combo

[chris spock @ChrisSpock]

@PeterTrader99 Congrats to all the 1k baggies 😂

[chris spock @ChrisSpock]

@TrendSpider Bear trap?

[Marc Lehman @markflowchatter]

Seeing $SMCI making a parabolic move on a piece out, on an internal letter out to employees from President Liang Jianhou sees Annual revenues at $20 Billion vs the street at 12.5 Billion, emphasizing that AI server orders will not be filled

[Marc Lehman @markflowchatter]

$SMCI

[chris spock @ChrisSpock]

@TrendSpider Monthly

[chris spock @ChrisSpock]

@OptionsMike I think $NTLA earnings was the catalyst

[chris spock @ChrisSpock]

@HulkCapital Amd and smci earnings tomorrow also could move the stock

[chris spock @ChrisSpock]

@allstarcharts Spy monthly

[chris spock @ChrisSpock]

@commandenteSD $NVDA seems like king

[chris spock @ChrisSpock]

@MartyChargin Possible capital raise

[Marc Lehman @markflowchatter]

Goldman Sachs note out on $TGTX tonight, Reit Sell rating.

Expecting near term capital raise and downside to consensus expectations .

(just the messenger )