$DLocal (DLO.US)$ very good company imo at a fair value and have Carlos menedez as coo former $MasterCard (MA.US)$  exec. They're business is very diverse and is a safe position in case of US dollar crash.

$Broadcom (AVGO.US)$ can anyone explain this

$NVIDIA (NVDA.US)$ cheaper price for those willing to get in on this

$Super Micro Computer (SMCI.US)$ too much talk not enough facts

$NVIDIA (NVDA.US)$ Arm was conservative which their chips are in each NVIDIA Blackwell

$Arm Holdings (ARM.US)$  2 arm chips per Blackwell guidance will be to the moon

$NVIDIA (NVDA.US)$ this is just a bounce

$Arista Networks (ANET.US)$
This company's ceo and strategy is really good as well as a data center provider consistently show the demand for ai

$Microsoft (MSFT.US)$
While doing due diligence for tonight's earnings I found some recent reports of outages with azure portal a small part of their business. I'd be weary in case it's a cyber attack.