Jon! @jonNajarian on with @lizclaman this afternoon 🔥Spot-on as always, Profit-taking in the AI chip names after Meta’s excess compute story hits names like $MU, $SMCI & others. Data center demand stays strong long-term with OpenAI, Anthropic, Grok/xAI etc. eating power & chips. Leaders YTD: $SMCI +755%, $MU +268%, $INTC +248% — but next wave? Quantum security plays to protect it all. Bullish calls dominating $SPCX even on the dip — public loading up to $300 strikes. Smart money knows the story’s not over. Great stuff because #ITSNOTANOPTION 📙
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