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Rough morning. $SPDR S&P 500 ETF (SPY.US)$ and $Invesco QQQ Trust (QQQ.US)$ futures are taking a 1% hit, and the headlines out of Iran just keep coming. It’s hard to find a clean trend when the Strait of Hormuz traffic is down 70%, which is probably why $Gold (LIST2110.US)$ is casually sitting above $5400 right now.
Tech is looking pretty weak across the board. $Taiwan Semiconductor (TSM.US)$ is down 2.45% pre-market, and bo...
Tech is looking pretty weak across the board. $Taiwan Semiconductor (TSM.US)$ is down 2.45% pre-market, and bo...
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$Micron Technology (MU.US)$
Can I buy it?
Can I buy it?
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Short-term volatility? Just background noise. Here’s where the real money’s made.
1. AI & Jobs: The “Doom and Gloom” Is Overrated
– Reality check: AI isn’t stealing jobs yet. The job market’s still solid, and capex spending (think $Microsoft (MSFT.US)$ , $Alphabet-A (GOOGL.US)$ building DCs) will keep demand high for the next 3-5 years.
– Long-term logic: AI’s impact will hit in 5+ years, but by then, the companies leading the charge (not ju...
1. AI & Jobs: The “Doom and Gloom” Is Overrated
– Reality check: AI isn’t stealing jobs yet. The job market’s still solid, and capex spending (think $Microsoft (MSFT.US)$ , $Alphabet-A (GOOGL.US)$ building DCs) will keep demand high for the next 3-5 years.
– Long-term logic: AI’s impact will hit in 5+ years, but by then, the companies leading the charge (not ju...
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$SanDisk (SNDK.US)$ The power of retail investors is no joke
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Sandisk is the way to go
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Set a live reminder
$SoFi Technologies (SOFI.US)$ SoFi Technologies Q4 2025 earnings conference call is scheduled for January 30 at 8:00 ET /January 30 at 21:00 SGT/January 31 at 0:00 AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from SoFi Technologies' Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what SoFi Technologies' management has to say!
Discl...
Beat or Miss?
What do you expect from SoFi Technologies' Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what SoFi Technologies' management has to say!
Discl...
SoFi Technologies Q4 2025 earnings conference call
Jan 30 07:00
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Set a live reminder
$SanDisk (SNDK.US)$
Sandisk Q2 FY2026 earnings conference call is scheduled for January 29 at 4:30 PM ET /January 30 at 5:30 AM SGT /January 30 at 8:30 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Sandisk's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for inform...
Sandisk Q2 FY2026 earnings conference call is scheduled for January 29 at 4:30 PM ET /January 30 at 5:30 AM SGT /January 30 at 8:30 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Sandisk's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for inform...
Sandisk Q2 FY2026 earnings conference call
Jan 29 15:30
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This week, U.S. Q4 earnings season is hitting peak intensity. In addition to four Mag-7 names (Microsoft, Meta, Apple, and Tesla) reporting results, three widely watched storage stocks are also set to report: Seagate (STX), Western Digital (WDC), and Sandisk (SNDK). STX goes first after today’s close, while the other two report after the close on Thursday (Jan 29).
These three storage companies sit in closely related segments o...
These three storage companies sit in closely related segments o...
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