Tui Jude
Tui Jude
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@Barcode:$Texas Instruments(TXN)$ $Silicon Laboratories(SLAB)$  $Enphase Energy(ENPH)$  ๐Ÿ“ˆ ๐Ÿš€ Silicon Labs $SLAB is among the top performers on Nasdaq today after agreeing to $7.5B buyout proposed by Texas Instruments $TXN . SLAB +49.3% today to trade at $204.03, marking its best daily pop EVER, after earlier hitting a three year high of $207.49. SiliconLabs $SLAB, Q4-25. Results: ๐Ÿ“Š Adj. EPS: $0.56 ๐ŸŸข ๐Ÿ’ฐ Revenue: $208.2M ๐ŸŸข ๐Ÿ“ˆ Net Loss: $2.7M ๐Ÿ”Ž Strong YoY revenue growth driven by Industrial & Commercial, with margin expansion and non-GAAP profitability. ๐Ÿ“ˆ โ“—โ“โ“Ÿโ“Ÿโ“จ โ“ฃโ“กโ“โ““โ“˜โ“โ“– โ“โ“—โ“”โ“โ““! โ“’โ“—โ“”โ“”โ“กโ“ข, โ“‘โ“’๐Ÿ€๐Ÿ€๐Ÿ€
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@Barcode:$RTX Corp(RTX)$ $Lockheed Martin(LMT)$  $Northrop Grumman(NOC)$  ๐Ÿ”๐Ÿ“ˆ $RTX's Raytheon just locked in a 7-year Pentagon deal to surge missile output.. Tomahawks ramping toward 1,000/yr, AMRAAM โ‰ฅ1,900/yr, SM-6 >500/yr!! Clear signal DoD is restocking and committing to multiyear demand. Defense upcycle & visibility for $RTX!! $RTX | ๐‘๐“๐— ๐‚๐จ๐ซ๐ฉ: Wolfe Research reiterates ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ, maintains ๐๐“ ๐š๐ญ $๐Ÿ๐Ÿ‘๐Ÿ“ Analyst sees $7โ€“8B upside from missile build-out, with Raytheon segment growth acceleration and notes improving defense positioning. $LMT, $NOC, $RTX and other A&D names all catching a bid. WTI crude up almost 1% Iran talks on Fri are cancelled
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@Barcode:$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$  $Coinbase Global, Inc.(COIN)$  ๐Ÿ“‰๐Ÿ“‰๐Ÿ“‰ $MSTR earnings due tomorrow and the real tell isnโ€™t EPS, itโ€™s dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade โš ๏ธ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 ๐Ÿ˜ฑ โ“—โ“โ“Ÿโ“Ÿโ“จ โ“ฃโ“กโ“โ““โ“˜โ“โ“– โ“โ“—โ“”โ“โ““! โ“’โ“—โ“”โ“”โ“กโ“ข, โ“‘โ“’๐Ÿ€๐Ÿ€๐Ÿ€
avatarTui Jude
02-04 08:55
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@Barcode:$Sea Ltd(SE)$ $Alibaba(BABA)$  $MercadoLibre(MELI)$  ๐Ÿšจ๐Ÿ“‰๐Ÿ”ฅ Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates ๐Ÿ”ฅ๐Ÿ“‰๐Ÿšจ Iโ€™m seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10ร— normal volume. Feb 130p is the most active strike while fresh positioning builds in June 100p. Price is down about -6% on the day, trading near its lowest level since April and still roughly -13% Y/Y as momentum unwinds across growth names. Yet the earnings and cash flow trajectory keeps strengthening. TTM revenue now exceeds $21B, growing about 38% YoY, with a 5-year revenue CAGR near 22%. Pr
avatarTui Jude
02-04 07:42
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@Barcode:๐Ÿ’ฅ ๐Ÿ“ˆ๐Ÿšช OPENDOOR $OPEN Pops On Housing Sentiment Boost ๐Ÿ’ฅ๐Ÿšช๐Ÿ“ˆ
avatarTui Jude
02-04 07:40
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@Barcode:๐Ÿš€๐Ÿ“ˆ DaVita $DVA Explodes Higher as Momentum Regime Flips ๐Ÿ“ˆ๐Ÿš€
avatarTui Jude
02-03 02:12
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@Barcode:๐Ÿ”๐Ÿ“ˆ $FTNT Fortinet in Focus: February Seasonality, Structural Repair, and Feb 5 Earnings Catalyst ๐Ÿ“ˆ๐Ÿ”
avatarTui Jude
02-03 02:11
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@Barcode:๐Ÿ”ฅ๐Ÿ“Š๐ŸŒ Liquidity, Labour & Earnings Collide: The Week That Decides Whether Markets Break Higher or Reset Risk ๐Ÿ“ˆโšก๐Ÿ”ฅ
avatarTui Jude
02-03 02:10
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@Barcode:$iShares Silver Trust(SLV)$ $Amazon.com(AMZN)$  $Apple(AAPL)$  ๐Ÿฅˆ๐Ÿ”ฅ๐Ÿšจ๐Ÿฅˆ SILVER LIQUIDITY FLUSH SHOCKS GLOBAL MARKETS ๐Ÿฅˆ๐Ÿšจ๐Ÿ”ฅ ๐ŸฅˆIโ€™m glued to this into Monday as China ๐Ÿ‡จ๐Ÿ‡ณ sets the tone after silver smashed through structure in a classic liquidity flush. $SLV turnover hit a record $41B Friday, traded value greater than $AAPL and $AMZN combined, vs barely $2B a month ago.  Institutions warned of profit taking, options signalled risk, then silver plunged $40 an ounce in a brutal 26% record crash as Warsh Fed talk boosted USD and Chinese flow turned parabolic and untradeable. SI1 dumped 31.37% to 78.53, slicing LB T1 near 70 as momentum and flow flipped.
avatarTui Jude
02-03 02:09
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@Barcode:$Walt Disney(DIS)$ $Paramount Global(PARAP)$  $Netflix(NFLX)$  ๐ŸŽฌ๐Ÿ“Š๐Ÿ”ฅ Disney $DIS Earnings Showdown, Streaming Profits, ESPN Power Play & CEO Succession Shift Decide The Turnaround ๐Ÿ“ˆโšก๐ŸŽข Disney $DIS heads into earnings with two major strategic shifts already reshaping the investment case. CEO succession is finally narrowing, with Parks & Experiences chief Josh Dโ€™Amaro emerging as a leading contender to replace Bob Iger, while the board signals a final decision is still pending ahead of the March shareholder meeting. At the same time, ESPNโ€™s acquisition of NFL Network and associated league digital assets has officially closed following regul
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@Barcode:$CME Bitcoin - main 2602(BTCmain)$ $Bitwise XRP ETF(XRP)$  $Coinbase Global, Inc.(COIN)$  ๐Ÿ“‰๐Ÿ”ฅ Metals Flushed Yesterday. Crypto Liquidated Today. Global Risk Reset in Motion. ๐Ÿ”ฅ๐Ÿ“‰ Iโ€™m watching a full cross-asset deleveraging wave hit markets in real time. Metals liquidated first, now crypto follows with aggressive forced unwinds as leverage gets purged and liquidity pockets get raided across majors. Crypto never trades in isolation. This is macro repositioning, volatility expansion, liquidity drain and risk regime repricing colliding simultaneously. ๐Ÿšจ Crypto Damage Snapshot ๐ŸŸฅ $BTC โˆ’7.9% ๐ŸŸฅ $ETH โˆ’11.5% ๐ŸŸฅ $SOL โˆ’13% ๐ŸŸฅ $DOGE โˆ’12%+ ๐ŸŸฅ $XRP โˆ’9%+ This
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@Barcode:๐Ÿงฌ๐Ÿ“ˆ๐Ÿ’ฅ NVAX | Pfizer-Embedded Matrix-M, 53M Shorts & Volatility Compression Ahead of a Structural Reprice ๐Ÿ’ฅ๐Ÿ“ˆ๐Ÿงฌ
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@Barcode:$ARK Space Exploration & Innovation ETF(ARKX)$ $Rocket Lab USA, Inc.(RKLB)$  $Palantir Technologies Inc.(PLTR)$  ๐Ÿš€๐Ÿ›ฐ๏ธ๐Ÿ“ˆ Space & Defence Momentum Building Through $ARKX ๐Ÿ“ˆ๐Ÿ›ฐ๏ธ๐Ÿš€ Iโ€™m holding $ARKX for diversified exposure to the accelerating space, defence, AI infrastructure, and autonomous aviation cycle, with unrealised profit currently at +9.77% as momentum, liquidity rotation, and positioning continue rebuilding across innovation and defence leaders. Instead of single-stock risk, I see $ARKX as strategic exposure to the entire innovation stack, where satellite networks, launch providers, defence tech, AI compute, and autonomous flight conv
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@Barcode:๐Ÿ”ฅ๐Ÿฅˆ๐Ÿค– Metals Crash vs AI Capital Rotation, Liquidity Shock, Regime Reset ๐Ÿค–๐Ÿฅˆ๐Ÿ”ฅ
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@Barcode:$SLV 20260618 69.0 CALL$ $Silver - main 2603(SImain)$  $SPDR Gold ETF(GLD)$  ๐Ÿ’ฅ SOLD INTO THE PANIC AS THE METALS COMPLEX IMPLODED ๐Ÿ’ฅ๐Ÿค‘๐Ÿ’ธ๐Ÿ’ฐ I closed my $SLV call as the tape cracked wide open! ๐Ÿ”ฅ +397.34% realised ๐Ÿ’ฐ +$15,614.95 locked ๐Ÿช™ Tiger coins secured What followed was not a dip. It was forced liquidation across the entire metals complex. ๐ŸŸก Gold โˆ’9.2% worst day ever โšช Silver โˆ’27% worst day ever since 2011 ๐ŸŸ  Copper โˆ’4.4% ๐Ÿ”ต Platinum โˆ’18% I donโ€™t fight the tape. I extract liquidity, step aside, and let volatility do the damage. This is precision execution when panic floods the order book, not prediction. Survival first. Prof
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@Barcode:$Tesla Motors(TSLA)$ $Rocket Lab USA, Inc.(RKLB)$  $NVIDIA(NVDA)$  ๐Ÿšจ๐Ÿ“ฐ๐Ÿ—ž๏ธ Elon Musk owned SpaceX is reportedly considering merging with Elon Musk owned Tesla $TSLA - Bloomberg Musk has also discussed using SpaceXโ€™s Starship rockets to carry Teslaโ€™s Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXโ€™s data centers in orbit, if the company can make the engineering work. I love that candle! ๐Ÿš€๐Ÿš€๐Ÿš€ $434.50 important level above ๐Ÿ”‘ ๐Ÿ“ข Donโ€™t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐Ÿš€๐Ÿ“ˆ Iโ€™m obsessed with hunting down the n
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@Barcode:$Royal Caribbean Cruises(RCL)$  $Norwegian Cruise Line(NCLH)$  $Royal Olympic Cruise Lines, Inc.(ROCLF)$  ๐Ÿšข๐Ÿ’ฐ๐Ÿ“Š $RCL Explodes +12% as 2026 EPS Guidance Triggers a Forward Repricing ๐Ÿ“Š๐Ÿ’ฐ๐Ÿšข ๐Ÿšข ๐Ÿ›ณ๏ธ๐Ÿ•ฐ๏ธ๐Ÿš€ Another historic move! Today was $RCL (Royal Caribbean Cruises) BEST trading day since November 9, 2020, as cruise stocks explode higher. ๐Ÿ“ˆ $RCL +12% today, surging after bullish 2026 EPS guidance ($17.70-$18.10) topped consensus, with double-digit revenue growth expected from higher capacity and strong yields!! Q1 profit outlook also beat, reinforcing demand momentum into 2026. $RCL โ€“ Royal Caribbea
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@Barcode:$Unity Software Inc.(U)$ $Alphabet(GOOGL)$  $Take-Two(TTWO)$  ๐Ÿšจ๐ŸŽฎ๐ŸŒ Unity CRUSHED by Google AI, Is the Game Engine Moat Breaking? ๐ŸŒ๐ŸŽฎ๐Ÿšจ $U is getting CRUSHED today after Google unveiled its Genie / Project Genie AI world-builder ๐ŸŒ๐Ÿ“‰ Stock is down roughly -21% to ~$30, marking $Uโ€™s worst day since 2022, tracking for its lowest close since early July, down about -33% this week, and now colliding with heavy resistance at the 20DMA as competitive pressure from $GOOGL intensifies. $U and $TTWO are sliding as Genie demos ignite a new worry, if AI world-models can generate interactive worlds end-to-end, traditional game engines could matter less over time.
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@Barcode:๐Ÿ’พ๐Ÿง ๐Ÿ“ˆ $SNDK SanDisk and the AI memory regime shift, real earnings power meets extreme price extension ๐Ÿ’ฟ๐Ÿ’พ๐Ÿ“ˆ
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@Barcode:$Apple(AAPL)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  ๐Ÿ“ฑ๐Ÿ‡จ๐Ÿ‡ณ Appleโ€™s China Revival, $AAPL Signals A Structural Demand Inflection ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ“ฑ Iโ€™m framing this as a structural China re-acceleration, not a short-term earnings sugar hit. Apple $AAPL is reasserting relevance in Greater China ๐Ÿ‡จ๐Ÿ‡ณ, and the data confirms a regime shift in demand and sentiment. ๐Ÿ’ฐ Greater China revenue surged +38% YoY to $25.5B ๐Ÿ† First $25B+ China quarter in four years ๐Ÿฅˆ Second best China quarter in Appleโ€™s history ๐Ÿ“ˆ A clean breakout in Appleโ€™s China revenue trajectory ๐Ÿ“ฑ iPhone 17 drove record upgrades and switchers ๐Ÿ“Š 22% shipment share, Apple now #1 in the market ๐Ÿ’Ž Premium m

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