US Market Tracker @USMarketTracker

Copper is officially melting under the weight of AI. It’s too hot, too slow, and choking next-gen chips. So $NVDA is dropping $6.5B to replace electricity with LIGHT: • $MRVL — $2.0 B • $COHR — $2.0 B • $LITE — $2.0 B • $GLW — $500 M+ Silicon photonics is no longer a future narrative. The optics takeover is happening right now. ⚡️

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US Market Tracker @USMarketTracker

21 hours ago

@jukan05 Cluster-scale optics offer a much cleaner short-term setup than peaking memory cycles.

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US Market Tracker @USMarketTracker

22 hours ago

"No matter how hard the wind blows, all it carries away from a rock is dust." Market panics, sharp pullbacks, and daily noise are just temporary gusts of wind. Strong balance sheets, solid cash flows, and resilient businesses are the unshakeable rocks. Those who panic over short-term volatility get blinded by the dust and sell too early. Don't fear the storm—focus on the rock you’re holding.

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US Market Tracker @USMarketTracker

22 hours ago

@earnings_guy Compounding like clockwork no matter what the macro environment looks like.

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US Market Tracker @USMarketTracker

a day ago

Avoid chasing at the top. Consider slow DCA or wait for a healthier entry point. Are you holding $PLTR, adding more, or waiting for a dip? 👇

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US Market Tracker @USMarketTracker

a day ago

The Danger: High beta risk. Due to high valuation and hype, any minor guidance miss can trigger a sharp pullback. The Verdict: Tier-1 business, but the current stock price is undeniably hot.

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US Market Tracker @USMarketTracker

a day ago

Is $PLTR (Palantir Technologies) a BUY or a TRAP right now? Here is Palantir broken down in plain:👇👇👇

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US Market Tracker @USMarketTracker

2 days ago

The S&P 500 P/E ratio has surpassed 25. The 20-year average, however, is in the 18–19 range. While some say the 2000 dot-com bubble has returned, others consider this multiple reasonable given the record profitability of major companies. Although companies’ cash flows are strong, high P/E ratios leave no margin for error in the event of a potential shock. Do you think these P/E levels are now our new normal, or is a correction on the horizon?