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05-23
The $2 Billion Quantum Catalyst: Can $IONQ, $RGTI & $QBTS Deliver Explosive Upside?
President Trump bought $Intel(INTC)$ at $20, its went up 650% INTC was losing $1 billion every quarter, but $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ needs their CPUs. Trump just told the world quantum is the new AI arms race and backing it with $2B in CHIPS Act money: ๐ต ORIGINAL $2B GRANT RECIPIENTS: $IBM(IBM)$ PT $400 โ $1B grant. Quantum backbone for hyperscaler AI workloads $GLOBALFOUNDRIES Inc.(GFS)$ PT $160 โ $375M grant. Fab infrastructure quantum chips can't exist without $D-Wave
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05-23
The Rise of Neoclouds: Bullish Setup for $CRWV, $IREN & AI Compute Providers
A Neocloud boom feels inevitable. Clicking out one layer, the data center infrastructure buildout feels like it could turn into one of the largest wealth creation moments ever in physical infrastructure. Now that Iโve spoken in absolutes like this, we can bookmark this post for later when we look back on โsigns of the topโ :) Let me caveat this post with the fact that Iโm very AGI pilled. Just about any estimate for โtokens consumed by X dateโ or model progress or data centers built or total demand Iโm taking the over. In all seriousness, the numbers are staggering. Rumors / reports peg Anthropic / OpenAI at ~3-3.5GW of capacity to end 2025. OpenAI has talked about getting to 30GW by 2030. Letโs assume Anthropic has similar plans. Just those two alone will bring on (or plan to bring on) ~5
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05-22
$BX Recovers From Lows, Technicals Signal Improving Trend
$Blackstone Group LP(BX)$ $Blackstone Inc. (BX) Rises +1.49%: Asset Manager Gains on Renewed Inflows, $118.57 Resistance Tested ๐ Latest Close Data On May 22, BX closed at $118.57, up +1.49% (+$1.74). The stock remains ~$71.52 below its 52-week high of $190.09. Core Market Drivers Positive capital flows re-emerged on May 20, with a net inflow of $118.89M, signaling renewed institutional interest. The stock has recovered from recent concerns over private credit redemptions, with short volume declining significantly from its April peaks. Technical Analysis Volume of 4.67M shares was near average (Volume Ratio: 1.01). The MACD histogram remains negative at -1.76, but the DIF line is converging with DEA, hinting at a potential slowdown in bearish moment
TOPNg Kai Sheng: thanks for the insight i wฤฑll look her up...
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05-22
$T Builds Momentum on Buyback & Dividend Optimism
$AT&T Inc(T)$ $AT&T (T) Rallies +1.64%: Dividend Giant Tests Resistance, Bullish Momentum Builds ๐ Latest Close Data: As of May 22, 2026, T closed at $25.34, up +1.64% ($0.41). The stock is now 14.9% below its 52-week high of $29.79. ๐ฏ Core Market Drivers: The rally follows a positive session where the company reiterated its full-year and long-term financial guidance, signaling confidence in its operational turnaround. Management also reaffirmed plans to return over $45 billion to shareholders over the next three years through dividends and buybacks, reinforcing its appeal as an income stock. ๐๏ธ๐ฐ Technical Analysis: Today's move was supported by above-average volume (35.79M shares vs. recent avg.), indicating institutional interest. The MACD
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05-22
$AMGN Soars +1.76% as Bulls Target $349 Breakout
$Amgen(AMGN)$ $Amgen(AMGN) Soars +1.76%: Biotech Giant Tests Key Resistance, $358 Target in Sight ๐ Latest Close Data: $AMGN closed at $337.42 (+1.76%) on May 22nd, 2026. The stock is now ~$53.87 (13.8%) below its 52-week high of $391.29. ๐ง Core Market Drivers: The biotech sector remains active, with AMGN seeing a rebound after recent volatility. The company's forward guidance for 2026 adjusted EPS ($21.70-$23.10) aligns with market expectations, providing fundamental stability. However, the stock has been sensitive to broader market sentiment and sector rotation. ๐ Technical Analysis: The daily RSI(6) at 61.73 indicates strengthening momentum, moving out of neutral territory. The MACD histogram turned positive to 1.87, signaling a potential bulli
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05-22
Futures Weekly๏ผ Equity Fund Outflows Narrow, While Gold Allocation Heats Up
In the latest week, US-Iran negotiations remained deadlocked. On May 18, Trump said that the military action against Iran originally scheduled for May 19 would be postponed, indicating that the US-Iran standoff did not escalate further this week. At the same time, the US publicly stated that the talks with Iran had made โsignificant progress,โ while also saying that a โPlan Bโ was already prepared, which suggests that the substantive differences between the two sides have not been resolved. In addition to the ongoing market pricing of disruptions stemming from the Middle East situation, investors are also closely watching the progress of SpaceX, Elon Muskโs space company, which could potentially stage the โlargest IPO in history.โ As of 3:00 p.m. on May 21, 2026, the weekly performance of
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ยท
05-22
$ILMN Strengthens Above Pivot, Eyes Return to 52-Week High
$Illumina(ILMN)$ $Illumina, Inc.(ILMN) Rallies +2.05%: Testing Key Resistance, Eyes $155 High ๐ Latest Close Data ๐ ILMN closed at $144.83 on May 22, 2026, up +2.05% (+$2.91). The stock is now $10.70 (-6.9%) below its 52-week high of $155.53. Core Market Drivers ๐งฌ The stock is buoyed by a combination of industry consolidation expectations and recent patent litigation actions against competitors like Oxford Nanopore. The company's solid Q4 earnings (EPS of $1.25 beating estimates) provides fundamental support for the current momentum. Technical Analysis ๐ Volume: Trading volume of 1.39M shares was below average (Volume Ratio: 0.84), indicating a lack of strong selling pressure on the rally. RSI: The 6-day RSI surged to 68.66, approaching overbought
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05-22
$RACE Rallies Ahead of EV Catalyst, Bulls Target $350 Level
$Ferrari NV(RACE)$ $Ferrari N.V.(RACE) Gains +2.22%: Momentum Builds Above $340, Eyeing $350 Pivot ๐๏ธ๐จ Latest Close Data ๐ Closed at $349.39 on May 22, up +2.22% (+$7.58). The stock is now ~$169.71 (32.7%) below its 52-week high of $519.10. Core Market Drivers โ๏ธ The stock is rebounding from post-Q1 earnings volatility. The upcoming global debut of Ferrari's first fully electric supercar, the Ferrari Luce, on May 25th is a key near-term catalyst. The company recently reported Q1 results that slightly beat expectations but reaffirmed its full-year guidance, which initially tempered some investor enthusiasm. Technical Analysis ๐ Volume was solid at 556.3K shares (Volume Ratio: 1.03), confirming the bullish move. The RSI(6) is at 70.61, approaching o
1.68K
ยท
05-22
Weekly | Will $ALL, $IAG, $CSC, $NWSLV, $FMG Extend Their Outperformance?
It was a pleasant end to the trading week for the $S&P/ASX 200(XJO.AU)$ and many ASX shares this Friday. After yesterday's strong gain shook off the volatility that we saw earlier in the week, today's gains cemented that optimism. After spending the entire session in green territory, the ASX 200 ended up closing 0.41% higher today. That leaves the index at a flat 8,657 points as we head into the weekend. 1. $ARISTOCRAT LEISURE LTD(ALL.AU)$ +10.04% Strong positive reaction to H1 FY2026 results (released around May 13) drove the surge, with shares jumping ~13% on the day and holding gains. Top 4 reasons: Robust H1 results: Sales ~A$3.03B, NPATA ~A$800M+ (up ~8-19% in key metrics like EPSA), with str
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ยท
05-22
$MRK Climbs Toward $120 Resistance After Positive Phase III Results ๐ฅ
$Merck(MRK)$ $Merck & Co., Inc.(MRK) Jumps +2.55%: Key Drug Trial Success Fuels Rally, $120 Breakout in Sight ๐ Latest Close Data: ๐ MRK closed at $115.88 on May 22, up +2.55% (+$2.88). The stock is now ~$9.26 (7.4%) below its 52-week high of $125.14. Core Market Drivers: ๐ The surge was primarily driven by positive Phase III clinical trial results for its TROP2 ADC therapy in endometrial cancer, announced after-hours on May 21. This promising data reinforces its oncology pipeline strength, following a strong Q1 earnings report that exceeded expectations and led to a raised full-year guidance. Technical Analysis: ๐ The rally is supported by rising volume (7.4M shares) and bullish momentum signals. The daily RSI(6) has climbed to 67.32, approach
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05-22
$JMIA Rallies +2.75% as Africa E-Commerce Tests $7 Breakout ๐
$Jumia Technologies AG(JMIA)$ $Jumia Technologies AG(JMIA) Rallied +2.75%: African E-Commerce Giant Tests Key Resistance, $7.10 Breakout in Sight ๐ Latest Close Data: ๐ Jumia closed at $7.10 on May 22, 2026, up +2.75% (+$0.19). The stock is trading 51.8% below its 52-week high of $14.72. Core Market Drivers: ๐ The stock's recent volatility is driven by mixed signals in emerging markets and ongoing investor scrutiny of its path to profitability. Recent capital flow data shows persistent net outflows over the past week, indicating lingering investor caution. Technical Analysis: ๐ Volume was 2.46M shares with a Volume Ratio of 1.17, suggesting slightly above-average activity. The 6-day RSI is at 46.21, moving out of oversold territory but still below
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05-16
$BABA 20260515 165.0 CALL$ Wheel complete ๐ฏ...post er play[Cool]
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2.22K
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05-21
Can ARM Experience Potential AI Slowdown After Benefitting From AI Compute Expansion?
$ARM Holdings(ARM)$โs recent surge past $260 to fresh all-time highs (spurred by their blowout Q4 FY2026 earnings) is a result of a massive shift in how the market views the company. They are no longer viewed just as a mobile chip licensor, but as a central architect of the AI infrastructure boom. I am holding ARM for long term, having DCA a couple of times when ARM is experiencing price corrections. So I am exploring how we can use option to continue to play into ARM strength (royalty benefit). The Catalysts: Royalty Beneficiary vs. Joining the Race? The short answer is: It is both, but the mechanics are shifting. The Royalty & Architecture Play (The Immediate Driver) ARM is capturing a massive slice of the AI compute expansion through its Arm
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1.50K
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05-21
$Apple(AAPL)$ apple ๐ go go go to the moon ๐!!!
740
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05-22
$SELLAS Life Sciences Group Inc.(SLS)$ This time really drop like durian. Ok, have to manage own expectations[Blush]
742
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05-22
$American Airlines(AAL)$ Will peace talk between US and Iran help this stock?
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742
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05-22
$UMS(558.SI)$ Continuing the rebound momentum.
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