On Monday, Morgan Stanley released a report indicating that its AI Supply Chain Investigation showed a reduction in CoWoS orders, resulting in$NVIDIA (NVDA.US)$plunging 9% at the close, retracing to the lows previously set by Deepseek. Here are some pivotal details: $NVIDIA (NVDA.US)$'s wafer orders at$Taiwan Semiconductor (TSM.US)$remain unchanged, with no reductions observed in the 4nm wafer orders. According to the AI Su...
73372627
:
Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind. I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term. I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
Morning Movers Gapping Up $SoundHound AI (SOUN.US)$shares rose 3% after Q4 results beat estimates, with revenue surging 101% YoY. The strong performance, driven by momentum in voice-enabled Agentic AI, helped the company end the year with nearly $200M in cash and no debt. It raised its 2025 revenue outlook to $157–$177M. Gapping Down $HP Inc (HPQ.US)$shares dipped 3% following FQ1 results that showed a 2% YoY decline in its print...
The market fell Wednesday right after the FOMC said it was waiting, keeping target rates unchanged after cutting 1% in the past couple of meetings. After the decision, the market tried to climb while Fed chief Jerome Powell attempted to quell fears during the FOMC press conference, where he said there have been two healthy inflation and labor prints in a row, and any evidence to the statement that says otherwise is ju...
Happy Wednesday investors, it's January 29th: FOMC Rate decision day. Though the market expects no change to monetary policy based on CME futures pricing, futures have rarely been correct when the FOMC changes policy, so watch later today as we push out the news after the 2 pm ET decision. The market is slightly lower, in a holding pattern until Federal Reserve President Jerome Powell makes statements and answer...
股海踏浪
FF-Rise
:
Do I still not understand? I have participated in stealing myself before. Every time an engineer successfully steals, the company holds a commendation meeting for him with big red flowers ️ and gives out bonuses . In fact, we all know in our hearts that it's just successful stealing.
J Servai (JLAPT) : Thank you
73372627 : Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind.
I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term.
I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
mr asb : good read. thank you
Still Water : cheap
PeterMaretiree : great idea
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