2 ideas from this batch

Nvidia's AI server delay creates a buying opportunity in memory chips — long Micron

Nvidia's delay to 2028 creates a narrative vacuum, but the underlying AI demand hasn't changed—it's just flowing elsewhere. Samsung's 18-fold profit jump and Micron's tightening supply dynamics show that memory chips are the new bottleneck.

Falling oil and a weaker dollar are rocket fuel for Bitcoin — long BTC ahead of Fed minutes

A weaker dollar makes hard assets like Bitcoin cheaper for international buyers. Falling oil prices signal that inflation is cooling, which pressures the Fed to stop raising rates—both highly bullish conditions for risk assets. With options