Show 23 Posts

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  Lin

  2025-10-25 05:40:13

  Al infrastructure continues to be the leading theme: Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA Neocloud: $NBIS $IREN $CRWV $APLD $GLXY $WYFI Memory: $SNDK $STX $MU $WDC $PSTG Semis: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC Networking: $CIEN $CLS $CRDO $RMBS $ANET $APH

  

  

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• 
  Lance Breitstein🇺🇸🌎

  2025-10-15 20:00:00

  Given the collapsing charts in many leading names… I’m starting to think we don’t go extra innings & the froth is closer to an end than I previously assumed. A lot has already blown out or are backside. Some of these charts are awful: $RDDT $APP $OPEN $STX $WDC $CRDO $ALAB.GOING LIVE: FRIDAY'S SELLOFF, THE CRYPTOPOCALYPSE, AND THE WEEK AHEAD! Tune in to hear my thoughts on what is likely to be a huge week in markets! Special guest and face reveal for @CryptoGoo5e. LFG! https://youtube.com/live/-tVBKkFZVAM?feature=share…

  

  

  

  

  

  

  

  

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• 
  Lin

  2025-09-30 06:01:22

  Investing in the right themes is basically a cheat code: FinTech $HOOD +12.27% $IBKR +4.05% $PYPL +3.54% Semis $SNDK +16.87% $NVTS +11.82% $WDC +9.23% $STX +5.35% $MU +4.22% Data Centers $IREN +9.72% $NBIS +2.34% $APLD +2.03% Data Engineering $INOD +7.69% Nuclear $LTBR

  

  

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• 
  Heisenberg

  2025-09-17 13:13:20

  These recent moves in $MU $WDC $SNDK $STX are absolutely wild and parabolic. We are definitely in the melt up phase. Not saying to short. But I gotta imagine the risk reward of chasing these names right now with fresh money are not favorable. Wait for a pullback if anything.

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• 
  Lin

  2025-09-10 04:20:05

  The 3 Drivers of the AI Revolution 1. Compute: → Chips: $NVDA $TSM $AVGO $AMD $ASML $ARM → Storage: $MU $STX $PSTG $WDC → Networking: $CRDO $ALAB $RMBS $CIEN $ANET $CLS $VRT → Energy: $BE $TLN $VST $CEG $GEV $OKLO $SMR $LEU $NRG $AMSC $MPWR → Data Centers: $NBIS $CRWV

  

  

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• 
  $WDC

  2025-05-25 12:49:20

  我们今天于5月25日启动。 官方发布15:00 UTC $WDC是基于#Solana前2,500个地址1,000,000 $WDC的分散模因硬币。 $SOL钱包）快照在18小时内 #SolanaAirdrop

  

  

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• 
  $WDC

  2025-05-25 03:37:13

  我们今天于5月25日启动。 官方发布15:00 UTC $WDC是基于#Solana前2,500个地址1,000,000 $WDC的分散模因硬币。 $SOL钱包）快照在18小时内 #SolanaAirdrop

  

  

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