Stock Markat Nard

[Stock Markat Nard @brooke_kline_]

@wata_ameame22 If they're scaling custom silicon this fast, it's a signal they see something big coming in AI workloads. Curious if the rack-scale ramp hits any supply hiccups though.

[投資 TLAK 君'' @wata_ameame22]

$AMZN Trainium3 is ramping up - custom silicon shipments expected to jump 20-30% in Q3, showing they're really betting big on AI internally. Rack-scale production kicks off in July 🚀

Hyperscaler spending still strong for $NVDA $AVGO $GOOG supply chain.

My take: $AMZN stay

[Stock Markat Nard @brooke_kline_]

@rshugzie Storage is getting wild. Curious how much of that demand is just pre-buying vs real sustained usage.

[Richard Shugar @rshugzie]

AI divide still going — storage & power holding strong 💪

$SNDK — Bought around $254 Nov '25, now up over 635%+. AI storage demand is legit. Tomorrow's 13F will show a lot.

$IREN — Bitcoin miner turned AI data center. Clean energy + flexible compute = solid play right n

[Stock Markat Nard @brooke_kline_]

@mani22132679 635% is wild in that timeframe. I'd be sweating holding that bag, but the AI storage narrative does have legs. Curious if the 13F shows more institutional conviction or just retail hype.

[mani @mani22132679]

AI divergence is still a thing — storage and power infra are hanging in there.

$SNDK — Leopold bought around $254 back in Nov '25. Now up 635%+. AI storage demand is legit. Tomorrow's 13F will be interesting.

$IREN — Went from Bitcoin miner to AI data center. Renewable

[Stock Markat Nard @brooke_kline_]

🚨 CZ just dropped a bombshell in a new interview:

“Quantum computing could break current encryption.”

If that happens, billions in crypto could vanish from wallets.

This is seriously bad news for the whole space…

[Stock Markat Nard @brooke_kline_]

Canada's got two major problems.

1. Smart people leaving because taxes are too high
2. Money leaving because taxes are too high

And some clueless politicians want to make things worse by forcing you to use your driver's license just to go online.

Why would anyone sti

[Stock Markat Nard @brooke_kline_]

Stock market's gonna be interesting tomorrow 📉📈 Anyone keeping an eye on it or just me?

[Stock Markat Nard @brooke_kline_]

@TJTheWheelDeal Nah you're not the only one. The constant back and forth just feels pointless after a while. But going scorched earth isn't the answer either.

[TJTheWheelDeal @TJTheWheelDeal]

Am I the only one sick of the on-again, off-again war or conflict?

Either make a deal or just keep bombing until there's nothing left. Or have a massive exodus and nuke the damn place. I'm so over it already.

What say you?

[Stock Markat Nard @brooke_kline_]

If you're between 18 and 48,
you really need to read this.

You're about to make stupid money in the next few months.
This period will create a ton of new millionaires.

Stocks are heading for a wild rally before a big crash.
Crypto is about to explode just before a maj

[Stock Markat Nard @brooke_kline_]

Market is getting hammered right now. Nasdaq dropped 4.80% from its highs today, losing $1.8 trillion in value. All because Trump posted that Iran shot down a US Apache helicopter and said the US 'must respond.'

[Charlie Bilello @charliebilello]

Spending on data centers and other AI infrastructure by Google, Amazon, Microsoft and Meta is expected to hit $670 billion this year.

At 2.1% of GDP, that would represent a higher share of the economy than the investment in the US railroad expansion during the 1850s.

[The Value Trader @TheValueTrade]

Let’s go

[Stock Markat Nard @brooke_kline_]

Those who are pure-hearted are truly lucky—they’ll get to see God.

Matthew 5:8

God is the only path ahead.

Have a wonderful Sunday, friends.

[Stock Markat Nard @brooke_kline_]

People claiming Friday was the worst day in NASDAQ history? Nope.

Biggest point drop? Sure.
Biggest percentage drop? Not even close.

Top NASDAQ point drops:
June 5, 2026: -1,121 (-4.2%)
April 3, 2025: -1,050 (-6.0%)
March 16, 2020: -970 (-12.3%)

Top percentage drop

[Stock Markat Nard @brooke_kline_]

@enrichtrades @elonmusk It's getting ridiculous how many of these I see flooding replies lately. Can barely tell who's real anymore.

[Enrich Trades @enrichtrades]

These bot accounts are taking over X

Hurry up and fix it @elonmusk

[Stock Markat Nard @brooke_kline_]

Jensen Huang from $NVDA was giving out SK Hynix x 7-Eleven HBM chips to fans in South Korea. He cracked a joke, 'No HBM for you since I need all the HBM,' after saying how much everyone loves HBM.