fundamentals have not changed this is what happen to speculative names they work on narratives and if that's broken they crumble but if we see money rotate back into robotics as the sector remains solid this will recover and ofc this will be a btd opportunity

OpenAI is reportedly preparing to design its own AI chip, aiming for fabrication at TSMC in H1 2025, according to sources.
The in-house chip, designed by a team led by former Google engineer Richard Ho, will use TSMC’s 3nm process and feature high-bandwidth memory (HBM) with a systolic array architecture, similar to Nvidia's designs.The initial chip design is nearing completion and will be sent for fabrication at TSMC in the coming months, with the ta...

This is the largest gold miner in the world lots of big premiums bought yesterday call/put ratio is crazy position very bullish
Citi has also raised gold forecasts, citing Trump’s tariffs, geopolitical risks, and strong central bank buying. The bank now sees gold at $3,000/oz in 3 months (up from $2,800) and $2,900/oz for 2025 (up from $2,800).

While everyone else is ramping up their data centers, AMD expect data center revenue to be down 7% sequentially in the first quarter. This is likely due to the availability of Nvidia's Blackwell chips.
They expect the second half of the year will be stronger than the first half, and we think the 350 series will be a driver. But the fact is that AMD are behind the game, that's why they have to wait until H2 for growth to kick in from MI350 rather than expecting it now.
They sa...

overreaction BTD for you longs
"Uber ended 2024 with our strongest quarter ever, with growth accelerating across MAPCs, trips, and Gross Bookings. We remain focused on innovation, long-term growth, and strategic execution." – Dara Khosrowshahi, CEO

Smart money is quietly accumulating not shorting institutions now own 70% of total shares