justkuebs

Kübs

[justkuebs @bornkrazy10]

OpenAI says one agent escaped its container and reached the internet

That matters beyond AI safety. If labs slow training or tighten controls, compute demand could take the first hit

I'm watching $NVDA : safety headlines move sentiment fast, but capex decides the trend.
#OpenAI

[justkuebs @bornkrazy10]

@Investor_NICK_ If Cramer turns bullish, the risk premium just went up. 😂 Still, the real $ORCL debate isn’t sentiment — it’s whether OCI growth can outrun capex and turn that backlog into cash.

[justkuebs @bornkrazy10]

@LeifInvests The market isn’t really questioning Oracle’s demand anymore. It’s questioning how efficiently $ORCL can convert that $664B RPO into revenue without crushing FCF or leaning too hard on the balance sheet. If execution holds, that’s where the rerating comes from.

[justkuebs @bornkrazy10]

$ORCL's FY27 Q1 call: expiring GPU capacity repriced 20% higher on renewal/resale.

I'm watching $NBIS. If GPUs can generate cash at high utilization for 5+ years, rather than depreciate rapidly in 4, neoclouds could earn a lasting rerating beyond growth alone.

[justkuebs @bornkrazy10]

Great earnings can still lose to higher rates.

August CPI rose 0.4% month over month; core rose 0.3%, up from July's 0.2%.

For $QQQ, I watch yields: higher rates can shrink what investors pay for future profits.
Save this: earnings growth and stock returns aren't the same.

[justkuebs @bornkrazy10]

NVDIA , Amazon , AMD , Tesla
Different businesses. Similar moves.
Is this healthy leadership...
Or a crowded AI trade nobody wants to Question?⚠️
#AIStocks #Invetsing

[justkuebs @bornkrazy10]

Experience taught me this: market leaders reveal themselves early. That's why I'm paying close attention to $NVDA this week.
#NVDA #StockMarket

[justkuebs @bornkrazy10]

@FinanceJack44 Couldn’t agree more! How is a company with this kind of AI leadership and explosive growth trading at a discount to its own historical valuation? Pure mispricing, no doubt about it. You nailed this one right out the gate.

[justkuebs @bornkrazy10]

@MrMikeInvesting "100% agree! Massive growth, strong balance sheet, and partnerships with $NVDA, $META & OpenAI $CRWV is a sleeping giant. $340+ is totally realistic, and nobody’s talking about it yet. This is exactly the time to get in!

[justkuebs @bornkrazy10]

@korinek_trades "Me! This dip is such an easy buy golden pocket support is perfect, everything lines up for a big move back up. Squeeze incoming and $300+ is the target? Yes please! Great share, totally on board with this one.

[justkuebs @bornkrazy10]

@CryptoTice_ Wow, this is everything! Seeing the exact same setup from 2020 happen again is insane. Back then it multiplied 4x, so you know what’s coming next. Retest done, structure holding we are absolutely ready for the next leg up. Thank you for sharing this, totally positioned!.

[justkuebs @bornkrazy10]

I've learned something after years in the market:
The crowd reacts to price. Professionals watch behavior. NVDA is telling a story.
#NVDA #Trading

[justkuebs @bornkrazy10]

@sustainme_in Unbelievable milestone! $1.3 trillion net worth up over 12% in one go. Tesla and SpaceX really pushed this to a whole new level, absolutely historic.

[justkuebs @bornkrazy10]

@sustainme_in Mind-blowing gap! $1 trillion ahead of everyone else Tesla and SpaceX really changed the game completely. Unmatched wealth and influence, absolutely next level

[justkuebs @bornkrazy10]

@JaroJarolim Great breakdown!The Fed clearly shifted its stance no rate cuts, higher growth & inflation forecasts, plus liquidity injection. All details that move markets massively, very well explained.

[justkuebs @bornkrazy10]

@icooperTrades Spot on! Massive run-up but purely retail-driven — 30-50% correction is absolutely realistic here. Smart to stay on the sidelines and just watch, this is exactly how overextended moves play out.

[justkuebs @bornkrazy10]

@icooperTrades Perfect analysis! Closing above 65.5k is clear strength, and probabilities are definitely shifting higher. Waiting for a clean setup like bull flag or retrace is exactly the right way to play it smart, patient, and well-planned.

[justkuebs @bornkrazy10]

@icooperTrades Spot on observation! Big moves up but no new highs that’s exactly the key detail to watch. Trading what the chart shows, not just what we hope for, is the smartest approach. Keeping an open mind for lower highs until proven otherwise is pure discipline.

[justkuebs @bornkrazy10]

@ritikgpt22 Perfect catch! Clear rejection from resistance and momentum fading big red candle looks highly probable here. Great analysis, exactly the setup to watch for downside.

[justkuebs @bornkrazy10]

@ritikgpt22 Great call! The chart clearly shows weakening momentum and lower highs big red candle looks very likely here. Perfect watchlist addition, waiting for that drop.