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South Korea dropping 800T won on chip fabs, who actually wins this capex cycle?

So Korea is going all in on semis. 800 trillion won for four new chip fabs in the southwest, another 81 trillion for a packaging plant in Chungcheong, and over 1,000 trillion won earmarked for AI data centers by 2035. The stated goal is doubling DRAM capacity in 5 years. …

Short or Squeeze SRXH on the 6th?

As a cult member bag holder of SRXH, I would like to gauge is the general consensus here. I don’t feel enough conviction to stick around and find out the hard way. Should I dump my 250k shares @.158 (soon to be 4166ish@$5.44ish) on the 6th then give it a …

The meme coin community is stupid but the idea of meme coins is great.

The fact that anyone has the power to make a coin is amazing having huge variety and potential but the community is so dumb its so unpredictable what coin will get traction. For example there’s one coin that’s so funny it will have you in tears laughing and another one …

Singapore's Hyperliquid Warning, Indonesia's FinFluencer Licence

TSLA up 8%, short covering kicking in. Is 413 the next stop?

Empire striking back on $TSLA today. Up 8% and the tape feels different than the last few red weeks. Short covering started Friday and the buying program looks like it's running through end of day. Saw a few people on the moomoo community calling for 379 + 34 = 413 …

Exactly how much volume does it take to move a stock

So we can buy and sell. All good. Market makers apparently ensure we can buy and sell, but how much does it take to move a stock with real examples. Is that info even available. What about options, etfs and dark pools. How much can the MM move a stock …

Stay away form EMI dangerous economic outlook is coming

60 VTI/ 30 VXUS/10 VMFXX. Should I (33) rebalance to include bonds?

M33, incredibly unfulfilling but more incredibly stable job that pays enough to live frugally yet comfortably in a HCOL area. Largest expenses outside rent are in order student loan payments (always more than the minimum), healthy food, the joy of American public transportation, and contributions to building my HYSA 3 …

The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing

Been trying to wrap my head around the scale of AI spending right now and I honestly don’t know if I’m overthinking it or if the market is just fine with it The hyperscalers MSFT META AMZN GOOGL are talking about capex numbers that feel almost disconnected from how these …

Anthropic’s first NVIDIA deployment launched at Microsoft Azure

https://www.investing.com/news/stock-market-news/anthropic-launches-claude-models-on-microsoft-azure-powered-by-nvidia-gb300-gpus-4765979 Anthropic said on Monday its Claude family of artificial intelligence models is now available in Microsoft Foundry on Azure, running on NVIDIA’s GB300 Blackwell Ultra GPU systems, marking the AI startup’s first deployment on NVIDIA hardware. The availability gives Azure customers access to Claude models for building autonomous and …