"During the more than one-hour-long call, Xi told Trump to back down from trade measures that roiled the global economy and warned him against threatening steps on Taiwan, according to a Chinese government summary." reuters.com/en/chinas-xi-t…

$UNH who just purchased that 1M block of shares 🤯 something brewing

What do they know???? 1m I repeat 1m shares of $unh BLOCK 299million bet $299.63 price

Maybe this is the last opportunity to buy $UNH...

$UNH D Barring another major catastrophic event, next week will probably be the last week you can get this ~$300. The longer the consolidation base, the larger the breakout.

Press the buy button on $UNH or miss the opportunity

We really need Panther Lake to get away from 20$, don't we? $INTC What a pain of a stock, put the tariffs on already

Panther Lake once ramped on 18A (after startup costs), will be margin accretive to Intel (& that is my whole thesis on $INTC near term). Fab'ing majority of Intel Products at Intel Foundry will lead to margin stacking. This is the natural outcome Pat Gelsinger's strategy. (3/n).

Luce Gindi4711 It is not just recall but the applications on top of recall. For example, say you have done three days of various readings. You ask copilot agent to utilise recall to summarise the past three days into a blog post. It is basically an application that relies on memory.

Under President Trump's leadership and policies, semiconductor fabrication is being reshored to America. GlobalFoundries has partnered with the Department of Commerce to make a $16 billion commitment to expand its semiconductor manufacturing and advanced packaging facilities

Inference on the EDGE is the future. Those 100B training clusters are useless and will not be able to recoup costs. Money is not made training AI, money is made selling AI Inference chips, and using AI to boost margins.

$INTC Tariffs are coming

$PLTR Market Cap: $301 Billion Earnings: $570 MILLION (with an M) FCF: $1.3 Billion $UNH Market Cap: $275 Billion Earnings: $22.2 BILLION FCF: $24.8 Billion So just to be clear here, $UNHs FCF is HIGHER than its EARNINGS, and 23 times higher than $PLTRs FCF....but has a

It’s all about believability at this point and the state of trust for Intel is low so they need to not only deliver it in volume, it needs to have high performance tested in OEM systems and the gross margins need to show improvement based on it. Then it will start to turn. $INTC

Deep dive analysis of $INTC Foundries

This can send tech lower on Monday, and rightfully so. Just buy $INTC Lower, this is bad news for the datacenter retardation and for inference chips doesn't really matter

What could be great news for $UNH could be not so great news for $LLY $NVO if they lower their GLP-1 drug prices matching the EU. This will be a main focus in the negotiations which are expected to be finished by Tuesday this week. $UNH would save BILLIONS if costs are lowered.