Castle Trading

Stocks & Options made simple | For live sessions ⬇️

Focused on Power | Chips | Photonics aka PCP lol

[Castle Trading @castletrading_]

WHATS MISSING HERE? $ARM $OKLO $TGTX $HOOD $AAPL $AMZN $GOOGL $SMH $TSSI $MSFT $NVDA $SMR $SOUN

[Castle Trading @castletrading_]

This trading thing getting easier now

Knowing when to buy and sell is everything

Volatility can be your friend if you can scalp

[Castle Trading @castletrading_]

Software will be valued at single digit p/e

[Castle Trading @castletrading_]

@Barchart Does a 15 month sample size mean much

[AdiiX @adiix_official]

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox.

She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU.

The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack.

Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback.

The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price.

Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life.

Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build.

This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them.

The first thousand people to figure this out will own the next two years of private AI consulting.

Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

[Castle Trading @castletrading_]

$RKLB $ALAB $CRWV $NBIS $TER

[Castle Trading @castletrading_]

The elements of good trading are:

1. Cutting losses.
2. Cutting losses.
3. Cutting losses.

If you can follow these three rules, you may have a chance.

[Castle Trading @castletrading_]

@Maxthebeast76 @SawyerMerritt That would imply they don’t need the compute theyre buying

[Reuters @Reuters]

Donald Trump told reporters that his team might buy US stakes in artificial-intelligence companies and said he would host a meeting with AI executives as soon as next week https://t.co/PEEBpte0jN

[Castle Trading @castletrading_]

@InvestingAddict Lmao why are you looking at your Roth at 27 relax

[Castle Trading @castletrading_]

@BullTheoryio Well said

[The AI Investor @The_AI_Investor]

Elon Musk explains memory demand is so high that Micron reached a $1T+ market cap.

The U.S. has no high-volume memory fabs today, and even planned capacity may fall short of future AI demand.

[Castle Trading @castletrading_]

$SMH

[Castle Trading @castletrading_]

2 days in a row….im in puts…..the main signal this time…..bitcoin getting destroyed….now we see
$SMH bitcoin:native

[Castle Trading @castletrading_]

2 days in a row….im in puts…..the main signal this time…..bitcoin getting destroyed….now we see
$SMH bitcoin:native

[Castle Trading @castletrading_]

👀 $COHR $GLW $SKM

[Castle Trading @castletrading_]

@NotA_Bull Right now i like $glw $mu

[Castle Trading @castletrading_]

Historic run for $bb

[Castle Trading @castletrading_]

Today’s 4
$mrvl $be $cohr $glw

[Castle Trading @castletrading_]

Today’s 4
$lite
$mu
$stx
$mdb

Looking at these on the Small accounts:

$flnc $bbai $BB $MRAM

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows

He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.

[Castle Trading @castletrading_]

@avalos0712 @ESPNBET @SportsCenter @DKSports Tough