Ash

Business Intelligence, Stocks/Options Trader. Disclaimer: My tweets are not recommendations to buy or sell any securities

[Fed @lord_fed]

The trade after your best trade of the year is often the one that gives it all back. I gathered not many write about what a winning streak does to you. So I wrote a piece on it… (free to read)

https://t.co/ots2SwdO4K

[Ash @JBling5]

@michaeljburry Don’t let them short any AI stocks

[Trade Whisperer @TradexWhisperer]

$MU @MicronCEO Sanjay sits down with Jim Cramer on CNBC

[Ash @JBling5]

@Kubera_Cap don’t slash me down yo, been following for a while now

[Rihard Jarc @RihardJarc]

I just published my article on how hyperscalers like $AMZN, $MSFT, and $GOOGL will benefit in the token optimization era and why I believe the companies will re-rate much higher.

https://t.co/CQjUnFH3FD

[Ash @JBling5]

@jbulltard1 I just had to tip a cop after he gave me a speeding ticket.. it’s crazy out there

[Sam Parikh @smartertrader]

Guys I told everyone In the room Asml gonna explode Monday

[OptionsSPY @OptionsSPY]

Last week I gave away $INTC options trade that went up 500% for free....

[Wall St Engine @wallstengine]

Rocket Lab $RKLB selected by NASA for three Electron launches in 2027.

Two launches will support NASA’s PolSIR mission from New Zealand no earlier than June 2027, while a third launch for the TSIS-2 mission is scheduled for early 2027.

NASA booked TSIS-2 within seven months of contract signing to meet time-sensitive mission requirements.

[Shay Boloor @StockSavvyShay]

$RKLB was selected by NASA for three Electron missions including two PolSIR launches and one TSIS-2 launch from New Zealand in early 2027.

The awards add more government-backed visibility to Electron and reinforce Rocket Lab’s role as a trusted NASA launch provider.

[Will Meade @thechartdr]

Starts tommorrow $QQQ 👇

[Ash @JBling5]

@smartertrader wow congrats

[Sam Parikh @smartertrader]

lol wowo day

[Jason @3PeaksTrading]

SpaceX $SPCX going green and sees massive opening sellers of 13,000 August $155 puts at $20.40 to $20.30 bids (insane size)

[Will Meade @thechartdr]

If true would likely mean a 25%-33% correction in the S&P 500 and Nasdaq 100. Black swan put options play

[Ash @JBling5]

@jbulltard1 so no one needs to work.. so much abundance, no need for a job, college etc and everyone becomes a couch potato retard then robots start breaking down and we have no one to repair those. End of story

[Ash @JBling5]

1 mistake I’ve made is playing anything other than memory chips and selective energy photonics sticks. Everything else has been a pos. Even just playing memory and and smaller chip stocks would have been enough in last 6 months

[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.

[*Walter Bloomberg @DeItaone]

*MUSK BECOMES WORLD'S FIRST TRILLIONAIRE AS SPACEX JUMPS AT OPE

[*Tyrone Bloomberg @crcuitbreaker]

IRAN'S FARS CITING SOURCE CLOSE TO NEGOTIATION TEAM: REPORTS ABOUT SIGNING AGREEMENT WITH U.S. ON SUNDAY IN GENEVA ARE FALSE