SinipreAlrets

中国株からスタート、ベトナムファンド、日本株、米国株、仮想通貨（CoincheckのXEM流出時にはXEM保有、現在はXRP少々）を保有。過去にFXも。配当・優待株と上がりそうな株、半々が理想。朝はアイスカフェラテ、好きなことは旅行。趣味は読書。

[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

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[SinipreAlrets @fruitarian10]

@stratos2448 I'd want to see a catalyst first before jumping in on any of these. MU feels like a gamble with current market mood.

[Harrison Full-time Trader @stratos2448]

July tech buy levels (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120. Enter on dips with catalyst confirmation, small size, 3-6 month horizon on AI cycle

[SinipreAlrets @fruitarian10]

$AMZN Trainium3 is ramping up - custom silicon shipments expected to jump 20-30% in Q3, showing serious internal AI confidence. Rack-scale production kicks off in July. Hyperscaler spending still strong for $NVDA, $AVGO, $GOOG.

$AMZN is a core hold for me, keeping an eye on A

[SinipreAlrets @fruitarian10]

AI divergence is still going — storage and power infrastructure are holding up.

$SNDK — I first bought around $254 in Nov '25. Up over +635% now. AI storage demand is legit. Tomorrow's 13F will show a lot.

$IREN — Went from Bitcoin mining to AI data centers. Renewable e

[SinipreAlrets @fruitarian10]

Gold's still stuck in a tight range with no real direction right now 📊 Bull and bear are pretty even, and the pace has definitely slowed down. Maybe the World Cup has something to do with it?

[SinipreAlrets @fruitarian10]

🚨 BREAKING:

🇺🇸🇮🇷 Senator Lindsey Graham just dropped this:

“If negotiations fail, Trump will seize the Strait of Hormuz by force and charge a fee for passage.”

He said he spent 4.5 hours with Trump on Friday and got the inside scoop.

This is not looking great

[SinipreAlrets @fruitarian10]

Big news: 242 U.S. cities now have entry-level homes worth $1M+. That's a new record.

[SinipreAlrets @fruitarian10]

Bill Gates told Congress that Jeffrey Epstein allegedly tried to use his knowledge of Gates' past relationships to pressure him, according to Bloomberg.

[SinipreAlrets @fruitarian10]

The worst thing that's ever happened to Khamenei? Trump showing up on that island. 😬