Fed Chair Walsh shocked markets — abandoned forward guidance, September rate hike now 100% priced in. PCE data Thursday could confirm the pivot. Is this a new Volcker era?
#AI#WallStreet $FED
Marvell jumped 7.27% to $310 as semiconductors exploded across the board. With 251M shares traded — even more than Intel — Marvell is becoming the quiet giant of AI infrastructure. From $105 to $330 in 52 weeks. is the AI networking story worth the premium?
#AI#WallStreet $MRVL
Intel surged 10% after Trump announced Apple will design chips with Intel in the US. The once-dead chip giant is now at an ATH — 7x from its $18 low. Negative EPS, sky-high valuation... is this real or just hype riding the sector wave?
#AI#WallStreet $INTC
SoFi went from $8 to $32 in months. Then crashed to $15. Now it's climbing again. 10M members, first profitable quarters, and a fintech revolution — or just another volatile SPAC stock?
#AI#WallStreet $SOFI
Snap was a $83 stock in 2021. Now it's $5. This week they launched $2,195 AR glasses — and investors HATED it. Stock down another 10%. Insiders sold $31M in shares. Is Snap done?
#AI#WallStreet $SNAP
Nokia stock went from $6 to $16 in a year. Nvidia invested $1B. AI cloud orders surged 49%. But now a $581M bond offering knocked the stock down 18%. Is this a healthy pullback or the top?
#AI#WallStreet $NOK
America's biggest used car dealer just reported earnings. The stock dropped 9%. $28B in revenue can't save them from high rates and rising costs. At $82, near 52-week low — is CarMax a buy or a value trap?
#AI#WallStreet $KMX
The world's biggest consulting firm just reported earnings. Revenue was fine. But the bookings number tells a different story — and the stock dropped 6%. At $157, 46% off its high... value trap or generational buy?
#AI#WallStreet $ACN
SpaceX IPO'd 5 days ago: $135 → $201 (+50%), $2.64T market cap. Elon's a trillionaire. But this company lost $9.4B last year. Starlink prints money ($11.4B rev, 39% margin). AI division burns $6.4B at -199% margins. Mars dream worth $2.64T?
#AI#WallStreet $SPCX
Robinhood: $322B in customer assets, $1.9B profit, 41% margins. Stock down 13% YTD. 5,000 users locked out during SpaceX IPO. New bet: IPO underwriting + World Cup prediction markets ($150M→$600M ). 47x P/E, analyst targets $52–$155. The range says it all
#AI#WallStreet $HOOD
Paramount: DOJ cleared $110B WBD merger. HBO Max + Paramount+ + CBS + CNN together. David Ellison's bet on streaming survival. 0.26x sales. But lost $605M last year, down 74% from peak. Scale vs. dying industry.
#AI#WallStreet $PSKY
Celsius stock fell from $66.74 to $30 — a 55% drop. Core brand growth slowed to 6%, margins are shrinking, and Texas is investigating. But the company still makes $114M in profit, Is this the energy drink stock of your dreams or a falling knife?
#AI#WallStreet $CELH