Hans Tan Nasdaq
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$Reitar Logtech Holdings (RITR.US)$ great news on this huge 1 billion rmb($144million usd) agreement. This should run pretty well. hodl for surprise shot
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The breadth of yesterday’s decline was the tell. This wasn’t a rotation — it was a liquidation. More importantly, the $Nasdaq Composite Index (.IXIC.US)$ closed below its 50-day moving average, a level that had defined trend support for months. Once that line broke, the market’s tone shifted quickly.
$VanEck Semiconductor ETF (SMH.US)$ and mega-cap tech led the move lower, but the sharpest damage was in software. Anthropic’s latest l...
$VanEck Semiconductor ETF (SMH.US)$ and mega-cap tech led the move lower, but the sharpest damage was in software. Anthropic’s latest l...
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Hans Tan Nasdaq
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$NVIDIA (NVDA.US)$ imo, if it goes up, the 190 200 wall is formidable... if it goes down, 177 180 old friends will be visited... take a position btn 180 and 190 and you will be likely be caught in a weak position... so imo, do absolutely nothing... ![]()
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Hans Tan Nasdaq
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The 50% single-year increase in U.S. military spending recently claimed by U.S. President Donald Trump is likely to face significant resistance, since exceeding the defense budget cap requires 60 Senate votes, but Republicans hold only 53 seats. The budget reconciliation process only needs 51 votes but still faces fiscal gap issues. Without appropriate budget sources or balanced spending, it may not meet budget rec...
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Hans Tan Nasdaq
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Directional + structure.
LMT & KTOS for momentum.
GLD diagonal for controlled exposure.
Focus on entries, sizing, and patience.
Same rules, different trades.
LMT & KTOS for momentum.
GLD diagonal for controlled exposure.
Focus on entries, sizing, and patience.
Same rules, different trades.
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Hans Tan Nasdaq
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In the past week, a barrage of high-impact news has fundamentally shifted the direction of AI in healthcare.
OpenAI has aggressively launched a HIPAA-compliant product suite for healthcare institutions, while its simultaneous release of "ChatGPT Health" attempts to bridge the gap between personal health data and the professional medical record ecosystem. Concurrently, $NVIDIA (NVDA.US)$ and pharmaceutical giant $Eli Lilly and Co (LLY.US)$ announced...
OpenAI has aggressively launched a HIPAA-compliant product suite for healthcare institutions, while its simultaneous release of "ChatGPT Health" attempts to bridge the gap between personal health data and the professional medical record ecosystem. Concurrently, $NVIDIA (NVDA.US)$ and pharmaceutical giant $Eli Lilly and Co (LLY.US)$ announced...
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In our article last week (Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade) analyzing the logic behind Intel's stock surge, we suggested that the market is beginning to focus on the surging demand for CPUs in the AI inference era, which could lead to storage-like shortages in server CPUs. This week, this issue has started to attract Wall Street's attention.
What's Behind the Surge in Intel and AMD Stock Prices?
Wall Stree...
What's Behind the Surge in Intel and AMD Stock Prices?
Wall Stree...
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