$iShares Silver Trust (SLV.US)$ 7.30am in singapore here, non official asia noise, wait for an other 30-45minuteto settle down than we can do the math of the end result of today, still up
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DMS
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$NVIDIA (NVDA.US)$ Bought 20 shares at 204, then added 15 more shares after a sharp drop. Current cost basis is 198. It's been stagnant for months. What should I do? Should I wait?
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$iShares Silver Trust (SLV.US)$ shaking off the leverage account forcing to sell, weak hand are just bonus to them, happend 4 times in history and price come back up and without need of silver / shortage back than, the volatility is here but it mean it will go up in a very SHORT TIME, dont let the big shark kill you and hold, price will go up and reward people holding or buying dip
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$SPDR Gold ETF (GLD.US)$ just move here on high price, convince will go up more with us internal conflict getting worst
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$Taiwan Semiconductor (TSM.US)$ move to gold and silver, conflict in america get worst, this beginning week will bleed the tech / volatility stock, come back later to buy the dip befire earnings
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$Advanced Micro Devices (AMD.US)$ move to gold and silver, conflict in america get worst, this beginning week will bleed the tech / volatility stock, come back later to buy the dip befire earnings
$NVIDIA (NVDA.US)$ move to gold and silver, conflict in america get worst, this beginning week will bleed the tech / volatility stock, come back later to buy the dip befire earnings
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$Advanced Micro Devices (AMD.US)$ took profit, will re enter when price drop later
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DMS
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Intel ( $Intel (INTC.US)$ ): Hits 4-year high, +44% YTD.
AMD ( $Advanced Micro Devices (AMD.US)$ ): Extends rally on CPU demand spike.
Why? "Compute Tax 2.0" shifts to CPUs as AI agents scale.
Key Drivers:
1. AI Agents Rewrite Demand:
"Sandbox execution" models require domain-specific CPUs for task coordination.
Not just training—real-world AI execution needs CPU-driven system control.
2. Supply Crunch Deepens:
TSMC’s N2/N3 capacity book...
AMD ( $Advanced Micro Devices (AMD.US)$ ): Extends rally on CPU demand spike.
Why? "Compute Tax 2.0" shifts to CPUs as AI agents scale.
Key Drivers:
1. AI Agents Rewrite Demand:
"Sandbox execution" models require domain-specific CPUs for task coordination.
Not just training—real-world AI execution needs CPU-driven system control.
2. Supply Crunch Deepens:
TSMC’s N2/N3 capacity book...
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