Posts
Samsung crosses $1 trillion valuation as AI frenzy drives historic rally
Source: [https://www.cnbc.com/2026/05/06/samsung-electronics-ai-chip-rally-kospi-record-1-trillion.html](https://www.cnbc.com/2026/05/06/samsung-electronics-ai-chip-rally-kospi-record-1-trillion.html) Shares of Samsung Electronics surged more than 15% Wednesday, pushing the chip giant’s market capitalization past the $1 trillion mark as investors continued to pile into artificial intelligence-linked stocks. Samsung became the second Asian company to cross the $1 trillion mark, after TSMC. The company first crossed that …
HUT 8 Corp jumps 30%+ with announcement of signing a 15 year AI lease worth $9.8B
HUT 8 Corp announced today a 15-year lease agreement valued at $9.8 billion for 352 megawatts of IT capacity at its Beacon Point data centre campus in Nueces County, Texas, according to press conference release
The Marty Makary sack trade
The FDA’s rare disease area is coming under increasing public and political scrutiny. There have now been 8 Wallstreet Journal articles as well as another article in Bloomberg calling for Marty Makary’s resignation. Under his tenure, several promising drug candidates have been rejected. Replimmune and Uniqure both provided results on …
SpaceX Proposes $55 Billion to Begin Terafab Project in Texas
Novo Nordisk beating earnings, raising guidance
NVO movement today: "Novo also announced that, pending regulatory approvals, the Wegovy pill will launch outside the U.S. during the second half of 2026." Furthermore: "Novo’s results come as investor sentiment around the company had slowly begun to recover following the launch of the Wegovy pill in the U.S. in …
My brother's YOLO wtf
\*original photo not in english so i gpted it to english
MU Earnings: Turns out AI actually DOES need memory
MU - The chip stock I bought because someone said AI needs memory. My Thesis Today: “CHIPS = MONEY.” The Chip Rally Explained (By Someone Who Doesn’t Understand Chips): 1. MU earnings: Blew past expectations, HBM demand crazy, AI data centers need memory, margins expanding 2. WDC sympathy play: If …
Bitcoin miner Cipher Digital (CIFR) is pivoting to into a large-scale infrastructure provider for hyperscale computing
Bitcoin miner Cipher Digital (CIFR) just announced they are pivoting to into a large-scale infrastructure provider for hyperscale computing and its stock is up 25%. They announced a 15-year lease with an investment-grade hyperscale customer and are up 25% after hours. Calls?
MSTR posts loss of $38.25 per share. Announces the end of their HODL strategy
Advanced Money Doubler
Put a year’s worth of my salary, first job out of college, into AMD. I’m putting a statue of Lisa Su in my front yard once I own a house. From Destroyer to Doubler. What a ride so far. I’m not getting off anytime soon either.