High volume “churn”. When it occurs at bottoms it’s generally a non issue & even bullish. But we just made ATH’s last week on $SPX / $SPY. Volume has increased 40-50% since Dec 10. When volume dramatically increases but price drifts south with no major flush that’s usually an

watching $BTC bleed while Gold holds strong is the loudest risk-off signal. Combine that divergence with this low-volume chop up, this chop feels like a fake-out before a reality check. Eyes open 👀

Thoughts on $CRDO earnings as a $LITE Bull… $LITE stock was getting hit yesterday, and I think part of it was people reacting to headlines from Credo’s earnings. So let’s unpack this properly. First off, hats off to Credo. They delivered. Again. 272% YoY revenue growth. Next

Keep scaling model, data, context, and RL. Don't let the "hitting the wall" noise stop you.

$AMAT | 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬: UBS upgrades to Buy, raises 𝐏𝐓 𝐭𝐨 $𝟐𝟖𝟓 Analyst sees major upside from DRAM-led WFE growth and underappreciated China demand into 2026–2027.

True

@OriolVinyalsML spilled our super-secret recipe for making Gemini 3 better than Gemini 2.5: improve pre-training and improve post-training! 😅

Year-End Outlook: He believed this dip would be followed by a rally, stating, "I think the market likely goes higher into year end, if not probably the middle part of January [2026]."

Strategy: Buy The Dip: He was clear that this pullback was a buying opportunity. His direct quote was, "at that time, I think you do want to buy dips."

Size of the Dip: He predicted a 5% to 10% pullback ("at least 5%") starting in October and heading into November. • Key Timing for Weakness: His proprietary cycles pointed to the window of “mid-October and mid-November as the key time for weakness in the stock market this year”

🎯 @MarkNewtonCMT Market Forecast (for Oct/Nov 2025) • Expect Choppiness/Pullback: He explicitly stated, "I think the next two months [October/November] are going to be a lot choppier."

这么多好股票 大机会都可以动手啦。怎么没人喊啦。

Brad Gerstner @altcap just revealed on CNBC that Altimeter has added SK hynix to its top holdings. That’s huge conviction - the same fund that backs OpenAI, is now leaning into the HBM leader too #SKHynix

You're never gonna believe what happened next

AI isn’t fake, and it’s likely not about to create superintelligence anytime soon. Are AI stocks overvalued? Possibly. Could the market take a 10–20% haircut? Sure. But the human productivity gains are real. Notice how it’s mostly the non-technical crowd comparing this to 2000.

https://t.co/uKsrp4HnlS

Evolution of DRAM (Dynamic Random Access Memory) 1. Async DRAM (pre-1990s) 2. Sync DRAM (early 1990s) 3. DDR [Double Data Rate] SDRAM (2000s) 3.a. DDR3 - 2007 3.b. DDR4 - 2014 3.c. DDR5 - 2020 4. GDDR [Graphics] 5. HBM [3D stacked] 5.a. HBM 1/2/2e/3/3e/4 - 2013-present.

Memory & Storage thesis getting stronger

Street consensus for Data Center revenue over a similar two-year window is about 455 billion, so NVIDIA’s product-specific 500 billion is roughly 10 percent higher but not directly comparable because of differences in scope, timing, and China/networking inclusion

$NVDA NVIDIA’s $500 figure represents cumulative revenue visibility for Blackwell + Rubin systems including networking across calendar year 2025 and 2026, excluding China, and Jensen’s “next 5 quarters” phrasing was a misspeak corrected by the finance team.