DYOptions @data168
Options trader. My tweets are not investment advice. patreon.com/DYOptions Joined October 2010-
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@rickbrunner Healthy correction so far but will see how it goes
Right now no but will have to see how it goes. Probably 5%-10% correction. Warsh needs to cut rates or voices he is open to cut.
@data168 Do you think is the beginning of a larger correction?
@GiuseppeSanta2 Inflation has been elevated for a while. Job and economic growth are more important. They will cut.
I'm bullish on $IREN for the long run.
$LLY - GLP-1 MARKET TO HIT $150 BILLION BY 2030 TD Cowen raised its global GLP-1 sales forecast to $150 billion by 2030, up from $139 billion, driven by stronger demand for diabetes and obesity treatments. The firm now expects 59 million patients on GLP-1 therapies by 2030. Oral weight-loss drugs are projected to capture 14% of sales, while Eli Lilly and Novo Nordisk are expected to remain dominant with market shares of 62% and 31%, respectively.
$TSLA - MORGAN STANLEY ANALYSTS SEE SPACEX REVENUE REACHING $3.4T IN 2040, SOURCES SAY MORGAN STANLEY PROJECTS SPACEX'S ADJUSTED EBITDA TOPS $2.7T IN 2040, SOURCES SAY
NVIDIA CEO Jensen Huang hints at upcoming surprises
So $IREN the full picture in the last 30 days: 🤝 NVIDIA 5GW strategic partnership 💰 NVIDIA $2.1B investment at $70 📄 NVIDIA $3.4B 5yr AI cloud contract 🖥️ DSX digital twin with BE Networks 🖥️ Dell Blackwell $1.6B deal 🇦🇺 Australia 800MW 🇪🇸 Spain 490MW 📈 ARR raised to $4.4B 📊 Every analyst repricing up 💸 GB300 financing secured 🪩 Mirantis Stock at $62 😐 The market is handing you a gift and calling it a meme stock 😂
$IREN 62! I added more leaps.
Today, Cloudflare CEO says bots and agents are now generating more internet traffic than humans for the first time. Me 6 weeks ago when buying $AMD at $270 ⬇️⬇️
Anthropic urges AI labs to slow the pace of AI development. Well, this actually validates all AI capex. AI development will accelerate instead of pause. More $IREN for sure.
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor. It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…
US officials eye government stakes in AI companies, NOTUS reports
@PTJtrader Was never easy, just like tonight lol.
@meowsuperior I know, I love my followers. AAOI is good. Jensen confirmed CPO trend. They are all good but I picked $MRVL and $COHR.
My two stock picks tonight😭
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