Ex-Wall St Contrarian Prop Trader. Founder of MookTrader - chatroom for professional & institutional traders. Tweets are not recs., see site Disclaimer.
How many chicks do you think Jensen Huang had when he was all alone traveling the world for his business meetings? da Fonzie of AI
$NVDA $CRWV $NBIS $AMD $GOOG #JensenHuang
What you witnessed the past week was the biggest AI shakeout of weak sisters due to mid-terms. Most sold at the lows. $SNDK $AXTI $NVDA $COHR $MU $AMD $MXL $LITE $MRVL
If Jensen did anything illegal and gets shitcanned by Congress, Im expecting Trump to pardon him. Jensen does not go to jail period because he is too valuable for the entire AI industry. $NVDA
The data center buildout is strong and ongoing in China. Why is everyone saying their 2/3rd china revenue is a bad thing? Considering whats going cuz of the mid-term elections, the china business is even more valuable now. Remember, supply is constrained everywhere and all customers are on allocation. If $AXTI cant get permits to ship to USA then they will just sell it to mainland china customers.
Jane Street filed ah today a 12.9% stake in $AXTI of 8.493M shares for 11/3/2026. Last Friday, they filed they owned 8.4% or 5.521M shares as of 9/30/2026. Wonder what they did last thurs till now with the shares