fin_chatter

Finance & Investing Insights, Practical examples - not investment advice

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[fin_chatter @Fin_Chatter]

Nasdaq $QQQ riding to the latest tune

AI Space ✅IN
$CRWV $RKLB $NBIS $TER $ALAB

SaaS Services Comms ❌OUT
$ZS $CTSH $VRSK $CHTR

[TrendSpider @TrendSpider]

🚨 NASDAQ-100 CHANGES

ADDITIONS
$CRWV CoreWeave
$NBIS Nebius Group
$RKLB Rocket Lab
$TER Teradyne
$ALAB Astera Labs

DELETIONS
$CHTR Charter Communications
$VRSK Verisk Analytics
$ZS Zscaler
$CTSH Cognizant Tech Solutions
$INSM Insmed

[fin_chatter @Fin_Chatter]

$SPCX on track to create first ever $ Trillionaire today @elonmusk $TSLA

[*Walter Bloomberg @DeItaone]

$SPCX BREAKS ABOVE $180 ON HYPERLIQUID

[fin_chatter @Fin_Chatter]

@TrendSpider Software -> Hardware $ADBE $MRVL

[fin_chatter @Fin_Chatter]

@DeItaone Markets now sending 🚀🚀🚀$SPY $QQQ $DJI

[fin_chatter @Fin_Chatter]

@gurgavin more fake news cannot pump $QCOM

[fin_chatter @Fin_Chatter]

$ORCL strong double beat
stock down -6% AH so far on

plans to raise ~$40 billion in FY27 through a mix of debt and equity to fund capex

[The Earnings Correspondent @earnings_guy]

$ORCL (Oracle) #earnings are out:

[fin_chatter @Fin_Chatter]

@jimcramer markets flipped to positive this AM on Cramer not Iran news 😂🚀

[fin_chatter @Fin_Chatter]

@gurgavin reaction to Friday's blood bath not new news...US memory stocks up overnight (TBD if it lasts at open)

[fin_chatter @Fin_Chatter]

@gurgavin FALSE

[fin_chatter @Fin_Chatter]

@gurgavin "eventually" no one wants to miss profits "now" 😂

[fin_chatter @Fin_Chatter]

@sundarpichai $GOOG already printed > $60B in cash/ net income last quarter. Did you have to continue to add more AI Capex $ to the race? Is the >$4T equity valuation driving fuel for fire 🤔

[fin_chatter @Fin_Chatter]

$PANW strong quarter increasing AI security, acquisition integration in the works still

[fin_chatter @Fin_Chatter]

AM: War Over
PM: War On

...

[unusual_whales @unusual_whales]

Rubio: The war in Iran is over

[fin_chatter @Fin_Chatter]

@unusual_whales 😂

[fin_chatter @Fin_Chatter]

$PANW Palo Alto Networks strong beat and raise
Shares + 10% initial AH

AI-driven cybersecurity demand pulling forward urgency across platforms

[fin_chatter @Fin_Chatter]

$ARM CEO trying to totally ban China CPUs again? 😂

[Wall St Engine @wallstengine]

$ARM CEO Rene Haas told Reuters that restricting AI-capable CPU exports to China would be difficult because CPUs are too broadly used and harder to classify than GPUs. Arm also announced ByteDance and Oracle as customers for its AGI CPU.

[fin_chatter @Fin_Chatter]

$NVDA announces Reinvent PC with $MSFT custom built with MediaTek, full software CUDA integration as a differentiator

$AMD $INTC $ARM

[fin_chatter @Fin_Chatter]

@unusual_whales bubble '100x bigger' than dotcom bubble too 😂

[fin_chatter @Fin_Chatter]

@WisemanCap nailed the mania/c😂 flow correctly $IBM