UBS bull thesis on Semicap for '26 - $LRCX $AMAT

2026 forecast: 25% bear market and recovery -Overall structure I see: head fake in Q1, multi-month liquidation, Q4 rally -Up till ~Feb 17 (7250-7400 $SPX), then look for topping signs/divergences -Mar 27 minor low -Early warning sign that market has topped is acceptance below

ITS HERE! I dreamed of this day. The LEGENDARY Super Saiyan Transformation scene from Dragon Ball Z Episode 95 (6-17-91) with FINISHED Color Correction from Seed of Might AND upscaled to 1080p from Neo-Raws. It LITERALLY does not get any better than this when it comes to quality.

Top Themes That Goldman Is Tracking For 2026 1. AI & Power 2. Drug Development 3. Blurring lines between in-store sales, online commerce, and advertising 4. China rising 5. Productivity-driven margin growth 6. Alternative investing 7. Evolving militarization 8.

I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit. My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to

The Hidden Structure Behind Dollar Weakness

We’re going to be very busy going forward lol. Semiconductor companies’ earnings timeline (all in KST) - Jan 8: Samsung Electronics preliminary earnings release (expected) - Jan 8–Jan 15: TSMC December revenue release (expected) - Jan 15: TSMC Q4 earnings - Jan 21: SK hynix Q4

Watch Oil Services and Equipment $OIH and $XES components. The picks and shovels. They are much bigger beneficiaries of this than the ones that will control the resource.

Energy beyond the traditional oil and gas space is setting up to be a big theme this year. $TAN $LIT

Official suppliers of $NVDA Rubin Photonics — TSMC | $TSM — Browave | TPEX:3163 — Coherent | $COHR — Corning | $GLW — Fabrinet | $FN — Foxconn | HNHPF — Lumentum | $LITE — Sumitomo Electric | $SMTOY Compute — Arm | $ARM Memory — SK hynix | KRX:000660 — Samsung Electronics |

Nvidia's Key Suppliers IP: $ARM Fab: $TSM $INTC Memory: $MU $SNDK $WDC Packaging: $ASX $AMKR $CAMT Equipment: $KLAC $LRCX $ASML $KEYS Networking: $COHR $GLW $FN $LITE $APH Servers OEMs: $DELL $SMCI $JBL Power Systems: $FLEX $ETN $VRT Power Electronics: $STM $ADI $MPWR $NVTS $ON

Pretty wild how diversified the S&P 500’s 2026 YTD leaders are: Not one theme, it’s semis, housing, energy, defense, materials, mining, even biotech.

"Selling AI chips to China is like selling nuclear weapons to North Korea." The Anthropic CEO just went to war with Nvidia at Davos. And dropped the most terrifying satisfying prediction about AI I've ever heard. Dario Amodei and Demis Hassabis sat on the same stage for the

There is someone I work with sometimes and they tell me stories about how they "create mini-crises" to get both their superiors and their colleagues to move on things because they are so sluggish and refuse to make decisions in the normal work flow. Why am I telling you this? I

$INTC ripped 11.72% today. Technical Analysis below: The agentic AI thesis is gaining serious traction. Street now projecting server CPU shipment growth that's 4x prior consensus. That's a complete narrative reset. Stock closed at $54.25, setting a fresh 52-week high and

Once you see this- You can't unsee it 👀 $META $NFLX

Market Wizard Linda Raschke’s 12 Technical Trading Rules: 1. Buy the first pullback after a new high. Sell the first rally after a new low. 2. Afternoon strength or weakness should have follow through the next day. 3. The best trading reversals occur in the morning,

2026 pullback buy zones you dont want to miss out on: $GOOGL at 250 $NVDA at 150 $AMZN at 165 $AVGO at 251 $SPOT at 370 $AMD at 170 $MU at 310 companies where buying the dip pays big

Anime fans are not sleeping for the next few days. 🌀🤯🔥

Top Hedge Fund Buys (Recent 13F Filings) Fund name: Duquesne - Stan Druckenmiller buys: $XLF, $RSP, $EWZ, $EWZ calls, $GOOGL Fund name: Appaloosa -David Tepper buys: $MU, $EWY, $META, $GOOG, $OC, $MU calls​ Fund name: Pershing Square buys: $META, $AMZN Fund name: Viking