gnomie🐮❤️

small business owner of Rags N Ranchwear🥰🐴

[gnomie🐮❤️ @naomiladean]

$PLTR still has a powerful story: AI + defense.
Defense demand remains a strong catalyst,
but rich valuation means the market will stay selective.
The thesis is strong — the real question is how much of it is already priced in.
$PLTR
#Stocks #PLTR #AI #Defense #TechStocks

[gnomie🐮❤️ @naomiladean]

$PLTR just locked in a long-term seat at the table.
The Pentagon is making Maven AI a formal program of record,
further cementing Palantir’s role in the U.S. military AI stack.
$PLTR

#Stocks #Palantir #AI #DefenseTech #Military #DataAnalytics

[gnomie🐮❤️ @naomiladean]

Optical communication sector sees across-the-board pullback, because expectations got too crowded. The market wanted a full AI optics pivot at GTC, but NVIDIA’s message was clear: copper, fiber, and CPO all matter.
#AI #Optical #NVDA #AAOI #LITE #COHR

[gnomie🐮❤️ @naomiladean]

The real strength of the tech sector is not just its upside, but its ability to repeatedly reclaim leadership when the market matters most.

#TechStocks #USStocks #Nasdaq

[gnomie🐮❤️ @naomiladean]

Photonics is decoupling from macro.

$AAOI $LITE $COHR $CIEN $VIAV $FN

AI compute → data explosion → bandwidth demand

1.6T + $NVDA backing

#AI #Optical #NVDA

[gnomie🐮❤️ @naomiladean]

$MU bounced strongly after earnings, reclaiming support from a wedge breakout and rising over 7% from the lows. This suggests the pullback was sentiment-driven, with buyers still stepping in—bullish structure remains intact

[gnomie🐮❤️ @naomiladean]

$MU boils down to three points: inventory normalized (81.6 days), margins recovering (39.8%), but capex surged to $15.9B. Key question: can AI demand push margins back above 45% under heavy spending? If yes = repricing; if not = longer cycle. Data leads price.
#MU #AI #Earnings

[gnomie🐮❤️ @naomiladean]

U.S. stocks closed higher Tuesday, led by storage & data infrastructure.
$MU market cap surpassed $500B for the first time, entering the top 16 in the S&P 500.
#MU #AI #Semiconductors #Markets

[gnomie🐮❤️ @naomiladean]

$MU reports March 18 after market. Key focuses: pricing strength, mix shift and order cadence—these will drive earnings release and guidance.
#MU #AI #Earnings

[gnomie🐮❤️ @naomiladean]

$MU $SNDK — Agentic AI changes memory demand: not reset, but persistent. Memory scales from linear → compounding. Still early.
#AI #Memory #Semiconductors

[gnomie🐮❤️ @naomiladean]

AI infrastructure alliance:
$NVDA
$PLTR
$DELL
Goal:secure on-prem AI platforms.

$NVDA $PLTR $DELL

#AI #Tech #Stocks

[gnomie🐮❤️ @naomiladean]

$SNDK +8.11%

With the increasing scale of artificial intelligence computing,

storage demand is growing rapidly.

The NAND flash memory market is entering a new cycle.

#SNDK #AI #Semiconductor #Stocks

[gnomie🐮❤️ @naomiladean]

The next AI narrative may start here.

Jensen Huang will deliver a 2-hour keynote showcasing Nvidia’s vision for full-stack AI.

Topics include AI factories, open models and physical AI.

What surprises will Nvidia reveal?
$NVDA $NVDA $NVDA

[gnomie🐮❤️ @naomiladean]

$SNDK is up 25% this week.

AI-driven data center demand is tightening the NAND market and pushing prices higher.

Is the memory supercycle starting again?

[gnomie🐮❤️ @naomiladean]

Oil shock is spreading through markets.

Supply chain disruptions are now hitting sectors far beyond energy.

Global stocks are down 5.5% since the conflict began, the worst month since 2022.

Traders now see the next Fed rate cut not until mid-2027.

[gnomie🐮❤️ @naomiladean]

Oil risks are escalating.

JPMorgan Chase, Goldman Sachs and RBC Capital Markets warn the supply gap could widen sharply in days.

Diesel and jet fuel shortages are spreading across global markets.

Brent crude is already up ~40% since the conflict began, now above $100.

[gnomie🐮❤️ @naomiladean]

Oil shock unfolding.

Brent has surged ~40% in 3 weeks, breaking $100, as disruption hits the Strait of Hormuz.

JPMorgan Chase warns a 12M bpd supply gap, while Goldman Sachs says flows have collapsed from 19M to 0.6M bpd.

Royal Bank of Canada sees a possible test of $147 oil.

[gnomie🐮❤️ @naomiladean]

Everyone talks about AI chips.

But the real AI war is also happening in cloud infrastructure.

$ORCL is quietly positioning itself as a key player.

Is Oracle the most overlooked AI stock right now?

[gnomie🐮❤️ @naomiladean]

@unusual_whales The AI cycle is reshaping the entire tech sector.

Chips, cloud and software are all benefiting.

[gnomie🐮❤️ @naomiladean]

@amitisinvesting The AI cycle is reshaping the entire tech sector.

Chips, cloud and software are all benefiting.