noamiko

[Serenity @aleabitoreddit]

Today, $MU announced it signed memory LTAs with $QCOM.

Interesting reaction to see Micron proceeded to drop 5.37% right after.

Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed?

More like the tail end of deleveraging / margin cascades.

[Serenity @aleabitoreddit]

????

大家都知道这只是个众包名单吧？

300376怎么涨了20%啊哈哈

[M. V. Cunha @mvcinvesting]

🚨 JUST IN:

$GOOGL guides for 2026 CapEx of $175-185B vs. $119.5B expected.

Extremely bullish for AI infrastructure stocks.

$NBIS $CRWV $IREN $CIFR

[M. V. Cunha @mvcinvesting]

🚨 JUST IN:

Base44 will air its first Super Bowl ad on February 8. 🔥

$WIX had already announced its return to the Super Bowl after six years to promote its new Wix Harmony product, and now Base44 is also confirmed to be there.

Great news!

[noamiko @noamiko10]

@Braindompuzzle @EladWolf @ChrisGPackham

[Ginger Joy Games | Fundora @gingerjoygames]

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[Binance Futures @BinanceFutures]

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[noamiko @noamiko10]

@BinanceFutures #FuturesGrandTournament @ItayshaPhoto @KOBBORG @DLeonhardt