Trini Taccad

🎓B.S in Biotechnology 2021 at Rutgers
📚M.S. in Bioinformatics 2024 at NYU
👨🏻‍🔬Scientist at Roche Molecular Systems
🫡 Tweets are my own opinions

[Evan @StockMKTNewz]

JAPAN JUST ANNOUNCED A $2.3 TRILLION INVESTMENT PLAN FOR AI AND SEMICONDUCTORS OVER THE NEXT 14 YEARS

Prime Minister Sanae Takaichi just unveiled the roadmap covering the period through fiscal 2040.

The bulk of the AI and chip spending goes toward semiconductors and vertical AI built for specific industries.

The projected economic spillover effects by fiscal 2040:

Semiconductor investment: $2.8 trillion in economic impact
Physical AI investment: $895 billion
Vertical AI investment: $1.4 trillion

The US is spending trillions on AI infrastructure. China is spending trillions. Now Japan is committing $2.3 trillion.

(Source Bloomberg)

[Caleb Franzen @CalebFranzen]

Investors,

I just recorded an important voice memo for premium members, but I'm unable to post it and send it to your email from my phone.

So I'll send the recording later.

I'm in Saint Tropez, so the show must go on.

Here's a hint:

[Caleb Franzen @CalebFranzen]

In my experience, "overvalued" stocks tend to go up more than "undervalued" stocks.

And the data actually proves this to be true.

Value is subjective.

Price is the only truth.

Expensive things are typically expensive for a reason?

Can't afford it?

Find a way to afford it.

[James E. Thorne @DrJStrategy]

2-year inflation breakevens are collapsing, they typically lead CPI and PCE lower. The disinflation impulse is already in motion. Folly to assume that a temporary supply shock leads to an inflationary spiral, yes ECB and BOJ hiked.

It’s worth recalling how many pundits on Wall St were calling for renewed rate hikes on the back of an exogenous supply shock, one that has now clearly proven temporary. The market saw through it, policy commentary did not.

Trump secured the deal he had promised, removing yet another source of uncertainty from the outlook.

As often attributed to Mark Twain: never argue with fools; onlookers may not be able to tell the difference.

[Caleb Franzen @CalebFranzen]

I know that no one cares about this...

But it's important.

And I don't care what gets engagement.

Industrial stocks $XLI just had their highest daily close ever.

[Trini Taccad @TaccadTrini7]

Many people are saying that Trump is manipulating the stock market. Hmm, to be fair, you don't get manipulated if you don't sell or atleast, don't panic sell

[Trini Taccad @TaccadTrini7]

$SNDK $1900!!!!!!

[Trini Taccad @TaccadTrini7]

PEOPLE ARE NOW PLAYING CATCH-UP AFTER-HOURS AND DEFINITELY OVERNIGHT TRADING

[Trini Taccad @TaccadTrini7]

@FirstSquawk Why not with US? 🦅🇺🇸🤦🏻‍♂️ Look fine, our President is a bully, but learn to help your people first and then challenge him again

[Trini Taccad @TaccadTrini7]

WE NEED A 3X $DRAM @roundhill

[Trini Taccad @TaccadTrini7]

@stocktalkweekly Good call! 💪

[Trini Taccad @TaccadTrini7]

@Micro2Macr0 YESS SIRRR

[Trini Taccad @TaccadTrini7]

$KORU I'M READY SOUTH KOREA!!

[Stock Talk @stocktalkweekly]

S&P-500 $SPY selling directly into the 9-week EMA today. Traditionally a "do or die" spot for uptrends. Thursday & Friday's action are critical to watch. Most important close to the week of the last few months.

[Trini Taccad @TaccadTrini7]

@realDonaldTrump please we need our portfolios to breathe. Please do something

[Stock Talk @stocktalkweekly]

Ok bears, we're sorry for making fun of you. Relax now 😂

[Value Investing Edge @StonkValue]

Leopold Aschenbrenner’s made millions betting heavily on AI stocks:
compute, memory, data centers, and power.

AI Data Centers / Compute
$CRWV, $APLD, $IREN, $CORZ, $CLSK, $RIOT

Semiconductors / Memory
$TSM, $MU, $SNDK

AI Power Infrastructure
$BE, $SEI, $TE

Next big growth leaders under similar theme:

AI Data Centers / Compute: $WYFI , $WULF, $HUT, $IREN , $NBIS, $ALAB

Memory/Storage : $MRAM, $SIMO, $SNDK

Semiconductor : $PENG , $AMBQ , $WOLF, $MRVL

Energy : $TE, $EOSE, $AMPX, $HYLN , $BE , $OKLO

Photonics sector : $AAOI , $LWLG, $AXTI

[Trini Taccad @TaccadTrini7]

TACO PLEASE @realDonaldTrump

[unusual_whales @unusual_whales]

BREAKING: US officials have had talks about having government acquire shares in AI giants, per NOTUS

[Trini Taccad @TaccadTrini7]

@unusual_whales You buy SpaceX and you will 100% be the exit liquidity. Why? Cause they will keep on diluting shares to fund projects duhh. I REMEMBER very well that Elon said he will never take SpaceX public, which he also said that he regretted taking Tesla into the public market