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@almost_vampire "Rare earths like $MP slid as tariff talk and China trade tension returned to the front page. Bitcoin miners turned data centers such as $MARA $RIOT $IREN gave back gains as power and capex headlines reminded everyone that megawatts are the real bottleneck. Quantum names $IONQ $RGTI deflated after a huge run with revenue timelines still long. Could this be a full regime shift or just exhaustion after a monster year Many of these stocks would still be up triple digits even after a twenty to thirty percent air pocket. The bigger tells are the dollar path real yields and any fresh tariff"
X Link @almost_vampire 2025-10-16T16:35Z XXX followers, 1185 engagements

"JPM is not writing a one point five trillion dollar check. The plan is up to ten billion dollars of direct equity over ten years plus about one point five trillion dollars it will finance or facilitate via lending underwriting and capital-markets work across defense frontier tech energy and supply chains. It dovetails with U.S. industrial policy like CHIPS awards in Arizona. Details and pace will depend on rates and credit conditions"
X Link @almost_vampire 2025-10-13T18:37Z XXX followers, 1932 engagements

"$PFE +5% after reports (Cailian Press) it secured a 3-year grace period under Trumps drug tariff policy. General drugmakers pop $MRK $GSK +4%+ and $LLY $AMGN $ABBV +2%+"
X Link @almost_vampire 2025-09-30T16:52Z XXX followers, XXX engagements

"By EV to EBITDA it trades in the mid-teens and below its recent average near cycle lows. Street targets cluster in the mid two hundreds with highs around three hundred. AI is a real tailwind via AWS Bedrock and agentic AI tools. Macro is mixed: markets still price more Fed easing this fall while new tariff headlines keep volatility alive"
X Link @almost_vampire 2025-10-15T16:56Z XXX followers, 1831 engagements

"Market opened 🛎: Dow -XXXX% S&P XXX -XXXX% Nasdaq -0.06%. Gold miners retreatHarmony Gold $HMY and Hecla Mining $HL down 3%. Big mover: Wolfspeed $WOLF +28% after exiting Chapter XX and slashing debt XX% and annual cash interest 60%"
X Link @almost_vampire 2025-09-30T13:42Z XXX followers, XXX engagements

"Market closed🛎: the Dow dipped slightly the S&P XXX rose XXXX percent and the Nasdaq rose XXXX percent. Chips led the move with $AMD up XXX percent $NVTS up XX percent and $WDC up more than X percent. China ADRs were firmer as the Golden Dragon Index rose XXX percent with $EDU up XX percent and $YMM up XXX percent. Leadership stayed with AI and storage. #StockMarket"
X Link @almost_vampire 2025-10-15T20:09Z XXX followers, XXX engagements

"$TSM is still the cleanest AI/foundry play. Pure-play share sits around XX% in Q225 and its XX% at 3nm as CoWoS keeps ramping. Policy is a mixed bag: CHIPS money is backing the Arizona N2 build while export curbs/customs scrutiny keep China demand noisy. Net: leadership + capacity = high leverage to the AI capex cycle"
X Link @almost_vampire 2025-10-10T13:59Z XXX followers, XXX engagements

"Market closed🛎: Dow +1.29% S&P +1.56% Nasdaq +2.20%. AI/semis led $AVGO +9.8% $TSLA +5%+ $NVDA +3%. China ADRs firmed: Golden Dragon +3.2% $BABA +4.9% $NIO +7%. Buy-the-dip vibes into earnings; leadership back to compute. #StockMarket"
X Link @almost_vampire 2025-10-13T20:37Z XXX followers, XXX engagements

"It fits the CHIPS incentives and the N2 roadmap and it pushes more leading-edge capacity onto U.S. soil. Biggest swing factors are power and people grid hookups water and the technician pipeline. If those clear tool makers like $AMAT $LRCX $ASML and packaging partners should stay busy in the next build cycle"
X Link @almost_vampire 2025-10-16T14:20Z XXX followers, 1061 engagements

"Market open 🛎: Dow +0.45% S&P XXX +0.20% Nasdaq +0.08% 📈 Movers: GlobalFoundries $GFS +11%+ $INTC +3%+ China ADRs mixed: $BILI -X% $BABA -X% $LI +4% $XPEV +3% #StocksToWatch"
X Link @almost_vampire 2025-09-26T13:37Z XXX followers, XXX engagements

"Oracles Clay Magouyrk says OpenAI can of course afford $60B for a year of cloud. Context: WSJ reported a 5-yr $300B OracleOpenAI contract while OpenAI also unveiled custom-chip work with Broadcom and multi-GW buildouts alongside Nvidia/AMD. The real swing factors are power and supplytimelines will ride grid capacity export rules and financing not a single upfront check"
X Link @almost_vampire 2025-10-13T19:34Z XXX followers, XX engagements

"Drone and air-mobility names caught a bid. $AIRO jumped around ten percent $ACHR around nine percent and $UAVS plus $JOBY around six percent. Policy backdrop helps: the FAAs BVLOS rulemaking is out for comment to open routine commercial drone ops while Washingtons scrutiny of Chinese drones keeps onshoring in focus. On the eVTOL side $ACHR just bought Liliums patent portfolio and $JOBY keeps moving through its final FAA testing steps"
X Link @almost_vampire 2025-10-16T13:52Z XXX followers, XXX engagements