Zhiyao Ma276
liked and voted
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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Zhiyao Ma276
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Columns Wall Street Today: S&P 500, DJIA and Nasdaq Comp Sink as CRM, IBM, NVDA Losses Beat PLTR, VZ Gains
The S&P 500, Dow-30 and Nasdaq Composite all sank Tuesday as losses for Salesforce, IBM, Nvidia and other Big Techs outweighed gains for Verizon, Palantir and select large-cap stocks.
The $Nasdaq Composite Index (.IXIC.US)$ shed 336.92 points (1.4%) to a 23,255.19 close after briefly turning negative for 2026 as a whole before partly recovering.
The $S&P 500 Index (.SPX.US)$ likewise lost 58.63 ticks ...
The $Nasdaq Composite Index (.IXIC.US)$ shed 336.92 points (1.4%) to a 23,255.19 close after briefly turning negative for 2026 as a whole before partly recovering.
The $S&P 500 Index (.SPX.US)$ likewise lost 58.63 ticks ...
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Zhiyao Ma276
reacted to
$SanDisk (SNDK.US)$ Major capital players are shorting at the market open, haha
Translated
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Zhiyao Ma276
reacted to
$SanDisk (SNDK.US)$ let make big V tonite. let.see if miracle happen?
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Zhiyao Ma276
liked
$Palantir (PLTR.US)$
another spike on tomorrow market start
another spike on tomorrow market start
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Zhiyao Ma276
commented on
$SanDisk (SNDK.US)$ 700 soon
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Zhiyao Ma276
voted
Columns After Bitcoin's $75K Crash: What is the Market Outlook of Cathie Wood & Other Crypto Whales?
The cryptocurrency market collapsed Saturday morning as $Bitcoin (BTC.CC)$ plummeted to $75,000 during Asian trading hours—its lowest level since April 2025, erasing nearly 300 days of gains.
In a historic shift, Bitcoin fell out of the global top 10 assets by market cap for the first time in years, now ranking 13th with a market cap of approximately $1.56 trillion. Bitcoin currently trades between $78,000...
In a historic shift, Bitcoin fell out of the global top 10 assets by market cap for the first time in years, now ranking 13th with a market cap of approximately $1.56 trillion. Bitcoin currently trades between $78,000...
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Zhiyao Ma276
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Columns SanDisk Q2 Review: Blowout Results, Forward P/E 10x, Multi-Year Agreements—How Far Can SNDK Rerate?
$SanDisk (SNDK.US)$'s FY2Q26 results and FY3Q26 guidance significantly exceeded both the company's own guidance and Wall Street expectations. But the bigger story is strategic: the company is signaling a shift from unit-led cyclicality toward price power, datacenter mix, and tighter contracting (multi-year agreements with prepayments).
Financial Snapshot
SanDisk delivered a sharp upside surpris...
Financial Snapshot
SanDisk delivered a sharp upside surpris...
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