Oracle's Q4 RPO hit $638B, up 363% year over year and $85B more than Q3. They're crediting the big jumps in RPO and revenue to the rising demand for cloud infrastructure for AI training and inferencing. 📈☁️

US just launched strikes against Iranian air defense and radar near the Strait of Hormuz after an Army helicopter was shot down. Iran's hitting back, saying they targeted US bases in Bahrain and Kuwait. Ceasefire’s looking shaky. Two crew members rescued by a Navy drone—first

GameStop reports earnings Wednesday 🕹️ The old meme stock has quietly turned into something else — a video game retailer with billions in cash and a growing bitcoin stash. Collectibles are now driving the revenue. What analysts expect: - EPS: $0.16 (up 77.8% from $0.09 l

$IREN is sliding back toward the bottom of its uptrend channel after a solid rally. 🚀 If support keeps holding, the bigger trend still looks strong. A bounce here might kick off another push toward the channel's ceiling.

EVERYONE is talking about out Elon’s SpaceX meeting with $ASML regarding the Terran building Look is bullish as hell for ASML, big money heading their way and a fat contract👇 If Tesla, SpaceX, and xAI want to build advanced 2nm chips, the hard part isn’t just money. It’s getting access to ASML’s EUV / High-NA EUV machines “which yes they basically have a monopoly on” So I don’t expect to many competitive meetings. Likely one of the following This could be about: • securing lithography tool access • mapping out Terafab feasibility • custom AI chips for Tesla/xAI/SpaceX • advanced packaging + chiplets • controlling more of the AI supply chain The real question: Can Elon vertically integrate AI compute… or does ASML remain the bottleneck everyone has to go through? $TSLA $SPCX

Central banks are hoarding gold worldwide 🌍 The recent dip? Just a fresh gift for them that could spark another rally. Honestly, wouldn't surprise me if gold flips and just keeps climbing once most people throw in the towel...