$Advanced Micro Devices (AMD.US)$ Senior executives have started selling stocks, right. Good, good, good.
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Over the past few weeks, anything tied to $Alphabet-C (GOOG.US)$ TPUs has become the new market darling. Add in reports that $Meta Platforms (META.US)$ may start deploying TPUs around 2027, and a neat but scary story appeared on trading desks in the market. The story says TPUs will replace GPUs, cloud giants will walk away from $NVIDIA (NVDA.US)$ and $Advanced Micro Devices (AMD.US)$ , and only a small TPU circle will survive.
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$NVIDIA (NVDA.US)$ Institutions continue to unload their positions. Retail investors continue to brace for further declines.
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$Palantir (PLTR.US)$ Learning from the last experience, being too greedy to enter at 180 resulted in minimal gains. After confirming that institutions were still experiencing net outflows, purchases are now being made systematically in batches.
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$Invesco QQQ Trust (QQQ.US)$ It has fallen below the critical level. If it is going to drop, let it drop to the bottom. Let’s be decisive. Hasn’t the selling been completed after such a long time?
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$QUBT 260116 8.00P$ Large corporations pay no attention to these PowerPoint-based companies.
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$CoreWeave (CRWV.US)$ The board is still selling; retail investors shouldn’t still believe their nonsense, should they?![]()
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$NVIDIA (NVDA.US)$ Wall Street is ecstatic, having successfully exited at a high position. The Norwegian sovereign wealth fund has skillfully avoided all risks.
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$Palantir (PLTR.US)$ The company itself has no major issues, but the stock price is highly problematic. A glance reveals that 50% of the investors are retail shareholders.![]()
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