Dominic

Dietrich said $NVDA is about 20% of the SOXX. That’s misleading it is only 8%. It is 18% of the SMH which is up 4.5% on the week. @KellyCNBC

The big gap down in $NVDA will not happen this qtr but in Feb. $APLD will be first to fold but these things take 4ever. $ENE took 13 mo's. The mkt will wear you out. Suck in longs. It's not even worth it unless you have massive cap. It will happen and we won't make a penny.

What a shit show this administration is. It's a joke. Why not just send this guy to APEC next week? @MorganLBrennan BTW you look extra fabulous.

This better not change on next weeks conf call. I truly think that the next shoe to fall are sales and how they're recorded. Won't be the first time $NVDA has had an accounting scandal. 2002. @jonfortt wsj.com/tech/ai/nvidias-ceo-…

CNN doing a story on how China is getting all the GPU's it has ever wanted from the US. @jonfortt

The fact that interest rates spiked this week is really not a topic of conversation at all. The mkt completes ignores it.

Why are futures raging a/h? Both $AMAT n $CSCO are flat after reporting. $MU up 15

$ANTW best way to play $ANT if you want to buy ahead and are not getting an allocation. Sell it if you do get $ANT. They will rally this $ANTW till day of ipo.

$TSLA 457 a share. I think that is the price. People saying 580 are crazy.

$TSLA 420 DEC calls are pumped w/ premium.

Can congress delist Chinese companies from NYSE Nasdaq?

$CSCO with a low quality beat. stk is down from a 110 a/h high @MelissaLeeCNBC @GuyAdami

wow $AIMD was 2 today. float is around 2 million

$AMAT had great numbers. Stk is always a fake out. This is the time of year where the stk has bottomed 1995

$NVDA exploding a/h

I think $TSLA announces this merger this weekend. When the dems took over I said merger off but with a speedy Trump DOJ and FTC it will get approved. China well that is why Trump is going and so will Musk I bet.

wow $CSCO gave up entire gain and more.

$CBRS will trade 120 tomorrow they are looking for ai plays besides $NVDA numbers were a blow out.

$NXXT is crazy

The $SOXX index is a better indicator than $SMH @contessabrewer