Garbiie

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$COIN is ripping higher, up more than 9% as expectations around the CLARITY Act shift. Leaked screenshots reportedly pointing to stronger odds of passage have clearly changed the market’s tone. If the bill gets through, it could be a major regulatory catalyst for the crypto
COIN+9.26%
Goldman Sachs raising its 2035 humanoid robot forecast to around $140B is a serious signal. What interests me most isn’t necessarily which company wins the robot race. It’s the companies supplying the parts underneath. Motors, sensors, actuators, chips, batteries and other
GS-3.91%
Oil is back around $100, and the US-Iran situation is giving the market another reason to stay on edge. When geopolitical tension rises, oil can move fast. The bigger question now is whether this move can hold or if we see a sharp retracement once the immediate fear cools down.
U.S. 10Y yield just broke above 5% a level not seen in nearly 20 years. With the 30Y at 5.37% and 2Y at 4.66%, this is a major macro signal. Higher yields = tighter financial conditions. Markets need to pay attention.
$NVDA is sitting at an interesting level. The latest Tradespoon setup is showing a long bias around $219.48, with a projected range between $211.16 and $220.91. What I like here is the risk/reward idea after the recent pullback. $NVDA has already cooled off from the $230+
NVDA-3.34%
That could be a pretty significant step if $SPCX actually gets $NVDA AI compute running in orbit. The combination of space infrastructure + AI compute is definitely worth watching.
SPCX-1.98%
NVDA-3.34%
Maybe the real question isn’t: Is my communication private? Maybe it’s: Who gets to decide how I communicate? Think about it. The chats we use, the accounts we create, the communities we join, even the rules around how we interact most of it happens inside systems controlled
$ORCL earnings are out, and the reaction has already given us a move to work with. Looking back at my previous $ORCL trade plan, the next thing I’m watching is how price behaves after this initial reaction rather than chasing the move. What also stands out here is liquidity.
ORCL-3.64%
This is the part of the $TSM story I’m paying attention to. $16.3B in August revenue, up 53% YoY, and demand is still running ahead of what TSM can supply. What makes it even more interesting is the scale of the expansion: ~20 fabs being worked on simultaneously, around 5x its
TSM-3.36%
$META is starting to look like more than an advertising story. JPMorgan just upgraded Meta to Overweight with an $820 price target, arguing that the AI upside is moving well beyond ads. That’s the part I find interesting. With Muse, Model API and Business Agents opening new
META+2.69%
$NBIS has been showing some interesting strength after the recent pullback. After pushing from around $200 toward $255, the stock has started retracing, with yesterday’s close around $240.35. I’m watching this retracement closely rather than chasing the move higher. If the
NBIS-5.38%
Earnings week is here, and $ORCL + $ADBE are two names I’m watching closely as KCGI 2026 gets underway. My plan is simple: I’m not trying to predict the first candle. I’ll be watching the earnings reaction, volume and key levels before deciding whether there’s a setup worth
ORCL-3.64%
ADBE+5.18%
$NET is up over 10% today, and the $META Muse momentum is starting to spill into the infrastructure powering AI agents. If millions of agents begin using cloud-based computers to search, shop and book for users, the demand for traffic routing, security and optimization only
NET+7.77%
META+2.69%
$WTI is now above $96. Oil has been climbing hard, up around 44% since July 2, and the chart is showing no real sign of slowing down yet. With no Iran deal being discussed and the war now stretching into its 193rd day, the pressure on oil prices is becoming harder to ignore.
My pick would be Liberdus. It’s interesting because it’s not trying to solve privacy only on the transaction side. It brings private messaging, payments and decentralization together, without requiring a phone number or email to create an account. Still early, but definitely
#KCGI is already giving me plenty to document. I’ve been taking a few US stock trades based on setups I picked up from the Global Fans Spirit mentors, and so far it’s been a proper mix some winners, some losers. Honestly, I prefer it that way. The losing trades are just as
$AMD is making a strong move today. The stock is now up more than 5%, pushing back above the $500 level after starting the session in positive territory. That’s a notable move, especially with much of mega-cap tech trading lower today. AMD continues to show relative strength
AMD-4.47%
This early S&P 500 snapshot tells a pretty clear story: the market is mixed, not broadly risk-on or risk-off. Big tech is mostly under pressure, with $NVDA , $MSFT , $GOOGL , $META and $AAPL in the red, while parts of semiconductors, industrials and energy are showing relative
US500-0.05%
NVDA-3.34%
MSFT+1.96%
GOOGL+3.26%
META+2.69%