Kostya

Trader 😉🤙🏽😇

[Kostya @avgtrades]

@AnikaSomaia @SemiAnalysis_ Jevons will probably come to the rescue once again😊

[Kostya @avgtrades]

@0xkarasy @denisewu Hey, and thanks a ton, still the same if Im doing it right of course 😊

[Kostya @avgtrades]

@zephyr_z9 from Jef, fyi

[Kostya @avgtrades]

Still harnessing the power of first cup of coffee, considering myself being Kardashev mid morning functional type 0.7 🤪

[Kostya @avgtrades]

@trader_53 JPM is also curious, seems ☺️

[Kostya @avgtrades]

@1991Wolfpack @OptionsMike I think margins were also > est.

[Kostya @avgtrades]

$asml trading normally

[Kostya @avgtrades]

@ScroogeCap n1

[Kostya @avgtrades]

@trader_53 futu, tigt - all illegal gains will be cofiscated, impose severe penalties. thats a wording!

[Kostya @avgtrades]

So, 4.6% right now is the new line in the sand🧐

[Kostya @avgtrades]

Trading today 😁

[Kostya @avgtrades]

to keep it simple $AMD adding 90b + in value by expanding 2030 server CPU TAM by 60b 😊

[Kostya @avgtrades]

$SNDK berni:

[Kostya @avgtrades]

me joining $qcom short tribe

[Kostya @avgtrades]

The rally is facing a major test on Wednesday, with four of the Magnificent Seven hyperscalers reporting earnings.
“The single most important line item isn’t revenue or margins; it’s capex,” said Amanda Lyons, IT-sector lead and head of research at Energy Group Capital. “Any hint of slowing spend would be taken negatively for the ecosystem, but a sharp step-up would likely raise questions around returns.”

[Kostya @avgtrades]

$car is only 1 d/g away from $1k 🙃

[Kostya @avgtrades]

sounds like Japan has a real stronghold in a new key piece of the AI supply chain.

[Kostya @avgtrades]

During special call March 17, 2026 $LITE told they sold out for 2027, and in a matter a of month they are sold out for 1/2 of 2028, - seems so. Thats how I read it, cause during CC at the end of q2 at feb. the langauge wasn't that straightforward re 2027 sold out. - also maybe already was the base assumtion :) Could be bullish as well for mrvl trading less than 1% right now, - after last eps co emerge as an optical play too, and yday brcls u/g outlined it, and squeeze AAOI

[Kostya @avgtrades]

@trader_53 yea, yea agreed, that one of the best lessons that I keep learning constantly: pure valuation calls - always skip :) also me in a few mins.. bruh intc looks overextended time to ss:😀