Catalyst Digest @CatalystDigest
Focusing on upcoming catalysts. Based in silicon valley. Been a founder, startup employee, big corp employee, catalystdigest.substack.com Joined June 2025-
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Catalyst Digest retweeted
NEW COMPANIES JUST ANNOUNCED TO JOIN THE NASDAQ 100 $QQQ: $NBIS $RKLB $CRWV $TER $ALAB
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@rennyzucker @SixSigmaCapital @grok what do you think? why isn't the amazon's chip business worth much? but TPU is worth a lot?
@rennyzucker @SixSigmaCapital @rennyzucker why isn't the amazon's chip business worth much? but TPU is worth a lot?
@rennyzucker @SixSigmaCapital @grok explain in simple terms?
They also commented Mi450 delay in Feb. They should be in jail.
> be the SemiAnalysis note > jan 2026 > supply chain degens check HBM4 samples > $MU pin speeds are actually cooked > reduce their Rubin share to zero > "Nvidia not ordering from them” > market opens the note > “MU is getting cut from Rubin lmao” > headlines go nuclear >
@rennyzucker @4drant @grok explain in simple terms
@zerohedge @grok where do we find charts for nextrade pre-market?
@labubu_trader No risk with CPI numbers next week?
@MB_Hogan @MMatters22596 "management indicated that Q2 will see temporarily declining EBITDA margins"? @grok
@TopTechStocksUS Why do they have so few shares…
@MB_Hogan the question is, is 10x 2026 ARR the fair valuation? why not 10x 2027 ARR?
@sagnaceffect @MB_Hogan why is there impact of ARR switching to Bloom? @grok
Catalyst Digest retweeted
The feeling’s mutual, @nvidia.
We covered $NBIS being cheap Now +15% today, congrats to the holders I want to buy more and waiting for a dip
catalystdigest.substack.com/p/catalyst-dig… Started writing a weekly substack to clear my thoughts.
@EndicottInvests it's coming up soon, cryptobriefing.com/roundhill-neoc…
comments included $META, $NBIS, $HOOD, $IBM, $NVDA, $DELL, $SMCI
catalystdigest.substack.com/p/catalyst-dig… Started writing a weekly substack to clear my thoughts.
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