Nebius Return Rate
MicrosoftSMCI continues to impress during earnings season, but the stock hasn't had it easy for years. Every time a great news came about, it was quickly followed by a negative sentiment, be it from the smuggling of Nvidia chips or accounting problem. Yet I believe in its potential to exploit more opportunities collaborating with top companies, as long as the business remain transparent and ethical.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
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