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semi-retired AI engineer managing a family portfolio; trend following & thematic/sector rotator; options seller; growth stock swing trader.

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@epictrades1 Market will be sad when the deal is finally sign because it has rallied 6 times on the same deal already.

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@wallstengine Cerebras CS-3 costs $2M–$3M.

The NVIDIA B200 GPU costs
$30K–$50K.

The NVIDIA DGX B200 (8× B200) costs $450K–$515K.

You get what you pay for.

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@Barchart @NickDrendel Well he is never wrong if he didn’t say “when”.

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@DeItaone Even Iran is learning to speak like the President: maybe we have a deal, or maybe we don’t, then again maybe there is some possibility of a deal, maybe there is not.

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@zerohedge I don’t either. I am long oil so I want to see oil go up more.

Maybe he is too.

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@DeItaone Who?

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@DeItaone And yet America became the only world superpower and American brands and cultural influence is everywhere.

Nothing is free and being the most popular kids in the school yard means you have to buy popularity, especially when that popularity actually benefited and enriched you.

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@AT09_Trader I am feeling just the opposite.

As a long term investor, I’m getting concerned about the overwhelming giddiness of the current market, but as a short term trader I am loving every minute of it!

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@FirstSquawk How does that make sense? No ships going through means lower oil prices?

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@FirstSquawk Norms? We are not living in normal times are we?

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@Chartfest1 @KirasEpicTrades More evidence that they say it’s the most hated rally of all time.

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@KobeissiLetter You can’t deny the fact that he is a better trader than Nancy.

[Wall St Engine @wallstengine]

$OKLO, $NVDA, and Los Alamos National Lab are teaming up on nuclear fuel validation and AI-driven R&D tied to the federal Genesis Mission. The work will focus on plutonium-bearing fuels, grid reliability, and using AI models and digital twins to support nuclear-powered AI infrastructure.

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@1ChartMaster The boy swings better than his old man

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@FirstSquawk Why are taxpayers subsidizing these high flying semi conductor and chips companies whose profits and stocks are all at all time highs?

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@FirstSquawk Pretty sure it’s the other way around.

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@epictrades1 If there is a deal, does it still matter which side of the waterway?

Are they saying even under a deal a ship could still be attacked if it strayed into Iranian side of the strait??

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@FirstSquawk Finally a reason to bomb Havana.

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@FirstSquawk Hormuz is the *only* leverage Iran has.

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@epictrades1 Maybe all he has to do is to reallocate some of his budget from his collection of the coolest looking sunglasses to buying a few $NOW shares.