The party is over this soon??????

dafug is going on with Chinese equities. It's a yo-yo market.

$ACMR is a no-brainer. Localization has to happen regardless of trade deals / fiscal.

$SOC worth the gamble

L: PDD S: MSTR

$META head of power Paul Kelly is currently presenting in Jefferies datacenter conference. He basically just said that future large projects / datacenters put on hold for now. This reads super bad for $NVDA $META $HUT (their DC partner) $ETN $VRT $VST $GEV etc

THIS IS THE FUNNIEST SHIT I READ IN A WHILE

UST is going bonkers. How long before cracks start to show?

🤣🤣🤣

What’s happening with $NXSN?

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How is $ASML down on this set of results lol.... This is quite hilarious.