war with Iran has no meaningful connection to stock market movements. Any correlation between the conflict and the broader economy disappeared long ago. At this point, whether stocks go up or down seems driven more by random events than by fundamentals
I bought this around 3.5, sold at 27, and missed the run to 51. Now it’s pulled back, and I don’t want to miss the next move especially with the company’s huge contract backlog. Sometimes the market punishes a company for executing well. 😌
$PL Planet Labs isn’t just a satellite company .it owns unmatched daily global imagery (historical as well)ideal for training geospatial AI. No other dataset matches its scale and frequency. Stock pulled back; this data edge could drive long-term upside.
$VSH will major beneficiary in the AI boom. Many people overlook the fact that AI GPUs, along with their high-performance memory systems rely on hundreds of passive components to function . If you ar slow in budget bet on this guy .
@KrisPatel99 Memory demand is inherently cyclical,given the current trajectory of AI infrastructure growth, it is likely to become a major bottleneck. As a result, a rational approach would be to invest in memory stocks while closely tracking underlying fundamentals and managing risks.
@MicronTech Lots of guys were buying $MU PUTS .. nightmare for these guys .. they don’t understand the fundamentals of AI .. short anything that’s going down … memory is bottleneck for long time .. AI will be just like any other commodity .like it or fuck it .it is going to be the future
@KobeissiLetter@capybaraReform Shit market show is done.. $MU saved us all . Hopefully you guys bought during the dip . Lot of stocks were low …Nightmare for those who bought $mu puts :)
@adiix_official NVIDIA’s true strength lies in its tightly integrated ecosystem of software and hardware working together. No matter what AMD does on the hardware front, closing the gap with NVIDIA remains an uphill battle precisely because of that ecosystem advantage.
@ertuchinski I am on it as well I bought decent chunk before their quarterly results . Their technology seems promising and having luminar and path to production seems some promising