摩根大通上调台股牛市目标至50000点 看好AI产业链纯度

Dated and OTM call flow for $TSM $1.3M in the 1/15/2027 $500 Call 👀

$TSM this couldn’t have been a “slip of the finger” accident?! $10M+ premium!

Maybe with Tim and Jensen going on holiday together in China, the relationship might be healed somewhat. Things have moved on since the days where GPUs in Macs were a priority. But then the AI race has changed things. So who knows - maybe we will one day see official eGPU support from Apple and new drivers from nVidia. Wouldn't put on money on it though....

https://youtube.com/watch?v=ZXPuMkUgFRc&si=8vBxLnyjVHjpFmAG $NVDA $SOXX $QQQ $SPY

Seriously, the decades-long grudge against Nvidia that we always hear about seems like the most ridiculous and immature business move. I expect that kind of thing from an individual, you know, “I NEVER fly American Airlines!!!” but in business, such a permanent ban on one of the two players in a market, the leader no less. I don’t get it. Maybe it doesn’t matter that much now b…

> it’s not even clear if it can saturate a gigabit If that's the case then it's not the CPU's fault. I can't open the linked site but assuming it's really the same as a BPI-F3 i.e. a SpacemiT K1 chip, that can do 2.8 GB/sec on large RAM to RAM memcpy using a CPU core i.e. 44 Gbps total, 22 Gbps each read and write. Plus I assume it's got DMA so no need to involve the CPU anyway…

$AVGO about to do a $AMD and $NVDA style parabolic breakout $SPY $QQQ

This looks like it would be perfect for my use-case, but none of the demos load for me (Firefox and Chrome on Linux, AMD GPU) Btw I reached out to you on Twitter (Ziva, we also do AI agents for Godot)

Is it just me, or is it extra unethical and self-serving when crawlers from say Amazon(Bot) decides to incessantly crawl AWS hosted websites? Same goes for Google and Microsoft crawlers crawling GC and Azure. By that, I mean the types of crawls that can hog up significant usage.

$IPST Sometimes I do the DD… sometimes the board has someone who know their stuff!! 🫡💪🔥 $RXT $BTC.X $NVDA $MSFT

> benchmarks (like this one: https://github.com/Noemata/XamlBenchmark), WinUI 3 is currently measurably slower than both WPF and UWP. WPF is 20+ years old and even it is not native!!!. Older stuff is generally faster because it had to be built in a more resource poor time. Maybe the WinUI devs should be forced to work on systems with the Minimum System Requirements. Heck, maybe…

Correction!!! X media was lying -- Those are SALE Microsoft (MSFT): Sold between $5 million and $25 million in Feb 2026. $AMZN Sold between $5 million and $25 million. $META Sold between $5 million and $25 million. Trump bought a lot $BA $SPY $QQQ