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QQQ Below 8/21 MA Requires Tactical StanceIf the QQQ breaks and stays below the 8/21 day moving averages, the guidance is to be tactical rather than using a standard portfolio approach.Guidance16h · @reddogt3 ↗

XLV sector noted as overboughtCaption commentary flags the XLV (Health Care Select Sector SPDR Fund) as 'pretty overbought' in the same context as LLY getting 'up there' valuation-wise.Guidance17h · @sixsigmacapital ↗

US military reportedly buying quantum sensors and clocksINFLEQTION CEO Matt Kinsella says the Department of War is moving into a procurement phase buying quantum sensors and quantum clocks.Contract18h · @arkkdaily ↗

HIMS has partnerships with LLY and NVOPost states Hims & Hers has locked down partnerships with Eli Lilly and Novo Nordisk, the two biggest names in healthcare.Contract18h · @alphaowltrading ↗

Arista CEO forecasts >10GW deployment by end of 2027CEO Jayshree Ullal said Arista forecasts greater than 10 gigawatts of deployment across 10+ compute accelerator types by end of 2027.Guidance18h · @beth_kindig ↗

Alphabet quarterly capex up 705% to $51.4B over five yearsAlphabet's quarterly capex rose 705% to $51.4 billion over the past five years, per the post.News18h · @beth_kindig ↗

Zeta rebuilding Data Cloud on Palantir FoundryZeta is rebuilding its Data Cloud on Palantir Foundry; management believes this could generate more than $100M in annual revenue in the coming years.Contract19h · @stockchaser_ ↗

Keel management no longer expects three leases by year-endManagement no longer expects three HPC leases by year-end following Pennsylvania permitting and commercial delays; no HPC lease has been signed yet. Pennsylvania revenue now expected to begin in early 2028.Guidance21h · @stockchaser_ ↗

SK hynix says DRAM and HBM volumes sold out through 2029According to SK hynix, DRAM and HBM volumes for the next three years through 2029 are effectively sold out.Demand21h · @ehrmantrautcap_ ↗

TSMC spokesperson reportedly denies exploring 3D DRAMA TSMC spokesperson reportedly denied a report that it was exploring 3D DRAM, which had suggested competition with memory makers MU, SK Hynix, and Samsung.News1d · @aleabitoreddit ↗

NYT operating income doubled since Wordle and The Athletic acquisitionsThe New York Times' operating income has doubled since acquiring Wordle and The Athletic in 2022, reflecting the impact of those acquisitions.M&A1d · @fiscal_ai ↗

BofA: 800G/1.6T demand to reach 90-100M units each in 2027BofA reports supply chain expects global 800G and 1.6T demand to reach 90-100 million units each in 2027, though a DSP shortage may limit 1.6T transceiver shipments to 60-70 million.Demand1d · @pequityresearch ↗

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