た(に).くみこ

32 👶🏻2y5m

[た(に).くみこ @haxxm]

去年の今頃は何してたろ。
その時からこうなることは
想像ついてたんだろうな。

[た(に).くみこ @haxxm]

@rshugzie Feels like we've been hearing 'buy the dip' on NVDA since $800. These ranges are tight for a 3-6 month swing, but the AI cycle logic is sound if you have the stomach for it.

[Richard Shugar @rshugzie]

July tech buy zones (tactical):
$NVDA around $190-200 support;
$TSM $410-430;
$AVGO $240-260;
$AMZN $230-240;
$MU $110-120. Jump in on dips after catalyst confirms, keep it small, aim for 3-6 months in the AI cycle 📉🚀

[た(に).くみこ @haxxm]

@SmukRe6U42U1QXi 635% in a few months is wild. Curious if the 13F filings tomorrow will show the big players doubling down or taking some profit off the table.

[SinipreAlrets. @SmukRe6U42U1QXi]

AI gap is still here — storage & power infra holding strong

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

$IREN — Went from Bitcoin miner to AI data center play. Renewable energy + flexible com

[た(に).くみこ @haxxm]

@SmukRe6U42U1QXi World Cup probably pulling some attention away for sure. Makes sense why volume would drop.

[SinipreAlrets. @SmukRe6U42U1QXi]

Gold’s just sitting in a tight range, no real direction right now. Bulls and bears are pretty much stuck in a standoff, and the momentum has really died down. Could be because of the World Cup? ⚽📉

[た(に).くみこ @haxxm]

Marvell $MRVL is stepping in to take Campbell's Soup $CPB's spot in the S&P 500 soon. Interesting shift! 🍲➡️💻

[た(に).くみこ @haxxm]

Getting into AI jobs? Most openings want experienced pros, not newcomers. That’s what CNN says. 🧑‍💻

[た(に).くみこ @haxxm]

Short seller Jim Chanos says SpaceX's $1.75 trillion IPO valuation is all hype, not grounded in reality. He claims investors are buying into wild stories about the future, not solid earnings. Even crazier? The valuation multiple is bigger than Tesla's. 😬

[た(に).くみこ @haxxm]

@unusual_whales Bigger and pricier doesn't always mean better. Hope the actual games live up to the hype this time.

[unusual_whales @unusual_whales]

This World Cup is set to be the biggest, and most expensive, ever, per BBC

[た(に).くみこ @haxxm]

Chatting about $NVDA fundamentals — the dip ain't done yet lol, kinda wild

It's about 5% above the 200DMA now. Might touch it and bounce back

[た(に).くみこ @haxxm]

🚨 USA CPI numbers are out for May!

Yearly inflation hit 4.2%—right on target, up from 3.8%.

Core yearly came in at 2.9%, as expected, vs 2.8% prior.

Monthly inflation eased to 0.5% (forecast matched), down from 0.6%.

Core monthly dropped to 0.2%, below the 0.3% for

[た(に).くみこ @haxxm]

Looks like inflation's gonna hit over 4%, according to MW. Yikes.

[た(に).くみこ @haxxm]

The U.S. Embassy in Jerusalem just told all government employees and their families to shelter in place.

No moving around for now.

[た(に).くみこ @haxxm]

Apple held a secret emergency meeting in early 2025 about AI.

Why? Apple Intelligence was a dud, Siri was getting delayed, and rivals like OpenAI, Google, Meta were leaving them in the dust.

What happened: AI chief John Giannandrea got pushed out. Mike Rockwell (Vision Pr

[た(に).くみこ @haxxm]

@TicTocTick My neighbor lost a lab last summer because they thought panting was normal. This capillary refill trick is actually smart—wish I'd known it sooner.

[emini tic @TicTocTick]

A heat stroke can kill young healthy dog in 30 minutes.

If you push into gums of your dog & color doesn’t return to pink within 2 seconds, he’s got heat stroke.

Immediately move it to shade and turn on cold air in its face.

Run cold water down its chest.

Every minute counts.

[た(に).くみこ @haxxm]

@TicTocTick Interesting take but 5% ownership doesn't guarantee they'll act in crypto's favor. Government involvement usually means more regulation, not less.

[た(に).くみこ @haxxm]

Tom Lee thinks yesterday’s drop isn’t the start of the big correction we’ve been waiting for this year.

But he’s still sure one’s coming.

His reasoning:
• Markets shot up like crazy over the past month, so everyone’s got sky-high expectations.
• SpaceX raising $7