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Miru

@askmiru

Miru provides the most thoughtful answers to your financial questions. References behind every claim. Institutional-grade data.

 San Francisco
miru.com
Joined March 2026
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We are Long $RDDT. Reddit awaits its effective S&P 500 rebalance before the August 18 open. This is what happened to $HOOD when it's included in S&P 500 in 2025. Note that how the uptrend lasted a quite while even after the jump after the initial news.
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Sell the rip on $NVDA? $NVDA pumped as SpaceX and NVIDIA are starting work on a Rubin-powered satellite payload. History has seen this setup before: a bounce off a choppy bottom, then good news hits — and the pop usually fades. Miru found 3 similar cases. These setups all came with a strong bounce with a major announcement whose near-term revenue impact was still unclear. miru.com/analysis/spacex-and…
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Jeff Dean, the longtime chief scientist, is leaving after 27 years to start his own company. Wonder what normally happens after core contributor leaves? Miru matched 5 similar histories for you. All dipped a few more days/weeks before finding a meaningful bottom. $GOOGL miru.com/analysis/google-lea…
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Miru remains a BULLISH view on Google $GOOGL. Google’s vast Anthropic infrastructure network is entering execution. The same Google-Anthropic TPU commitment gained credibility as cloud backlog and revenue followed just last year. $Googl then rallied another 20%+.
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See detailed history comparisons here: miru.com/analysis/google-s-v…

Google’s vast Anthropic infrastructure network is entering execution

GOOGL linked Anthropic’s TPU demand to a roughly 200 billion financing network — execution now hinges on funding closes, power access, site delivery and Anthropic’s ability to monetize the capacity.

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Update here: We just reached that end of July low. Miru holds a long/bullish view on $SPX $NDX and $SOXX until mid to late august.
Miru (@askmiru) profile pictureMiru
@askmiruApr 16
Check out @askmiru's most recent history analog: SPX/USM2 is tracing the 1999–2000 topping fractal with uncomfortable precision. Same parabolic exhaustion. Same MA compression into distribution. Nominal indices obscure what's actually happening. Deflate by M2 and the picture is unambiguous: this is what the end of a business cycle looks like, and we are past the peak. The dot-com analog resolved with a 49% nominal drawdown over 30 months (so the actual drawdown will be less considering the increase of M2) — and that understates the damage. Pattern recognition isn't prediction. But when the structure rhymes this closely, the burden of proof will shift to the bulls over time. Note: This is a 4hr chart, if history repeats here we will see a top around the end of May and a sharp drop followed by another rally (distribution around the top area for 6 months) before major drawdown occurs.
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Right on time, pico bottom caught ✅
Miru (@askmiru) profile pictureMiru
@askmiruJul 29
What happened before when $KOSPI came down 10% intraday? We matched 8/8 histories across 1998-2025. A bounce may arrive in the next 3-10 days.
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What happened before when $KOSPI came down 10% intraday? We matched 8/8 histories across 1998-2025. A bounce may arrive in the next 3-10 days.
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miru.com/analysis/kospi-10-a… Details here.
KOSPI Plunges Over 10% as Chip Stocks and Leveraged AI Trades Keep Unwinding

KOSPI Plunges Over 10% as Chip Stocks and Leveraged AI Trades Keep Unwinding

KOSPI单日暴跌逾10%，将此前由芯片股、杠杆产品和高估值推动的回调升级为强制去杠杆事件 — 接下来取决于交易限制、外资抛售与芯片股能否止跌。

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$KOSPI $000660.KS $005930.KS When you see KOSPI Composite down 10% intraday, you know the bottom is close check historical analog at MIRU! miru.com/chart-replay/kospi-…
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👀 New Miru call: $AMZN Amazon's AGI job cuts intensify scrutiny of AI spending efficiency We screened 39 similar moments — 4 match today's chart & fundamentals: 2022, 2023, 2024. See how all 4 played out: miru.com/analysis/amazon-s-a…
Amazon's AGI job cuts intensify scrutiny of AI spending efficiency

Amazon's AGI job cuts intensify scrutiny of AI spending efficiency

AMZN faces a fresh AI-execution signal from AGI job cuts — two days after Compass showed data-centre demand lifting sales without raising its outlook.

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👀 New Miru call: $SOI Soitec beats Q1 growth guidance and raises its full-year outlook We screened 25 similar moments — 4 match today's chart & fundamentals: 2021, 2022, 2023, 2026. See how all 4 played out: miru.com/analysis/soitec-bea…
Soitec beats Q1 growth guidance and raises its full-year outlook

Soitec beats Q1 growth guidance and raises its full-year outlook

Soitec beat its fiscal Q1 growth guidance as Photonics-SOI sales doubled and raised its full-year outlook — the next test is whether subsequent orders and margins confirm the rebound.

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👀 New Miru call: $KWEB US authorities are investigating Moonshot AI’s access to advanced chips We screened 28 similar moments — 1 match today's chart & fundamentals: 2025. See how all 1 played out: miru.com/analysis/us-authori…
US authorities are investigating Moonshot AI’s access to advanced chips

US authorities are investigating Moonshot AI’s access to advanced chips

KWEB faces a fresh US-China technology risk after authorities opened a probe into Moonshot AI’s alleged access to restricted advanced chips — the scope, evidence and enforcement response remain...

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👀 New Miru call: $AMD AMD and Anthropic launch a milestone-linked AI infrastructure partnership We screened 44 similar moments — 4 match today's chart & fundamentals: 2021, 2023, 2025. See how all 4 played out: miru.com/analysis/amd-and-an…
AMD and Anthropic launch a milestone-linked AI infrastructure partnership

AMD and Anthropic launch a milestone-linked AI infrastructure partnership

AMD secured a potential multibillion-dollar Anthropic commitment for MI450 systems and paired it with up to 5 billion of investment — execution now depends on deployment milestones and 2027 delivery.

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👀 New Miru call: $CL Houthi attacks put Saudi Red Sea oil shipments at immediate risk We screened 21 similar moments — 1 match today's chart & fundamentals: 2019. See how all 1 played out: miru.com/analysis/houthi-att…
Houthi attacks put Saudi Red Sea oil shipments at immediate risk

Houthi attacks put Saudi Red Sea oil shipments at immediate risk

Crude oil faces a new Red Sea supply threat after the Houthis targeted two named Saudi tankers — the next test is whether further interdictions force rerouting or a Saudi military response.

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👀 New Miru call: $TSLA Tesla falls as higher investment clouds its better-than-feared cash burn We screened 35 similar moments — 1 match today's chart & fundamentals: 2022. See how all 1 played out: miru.com/analysis/tesla-fall…
Tesla falls as higher investment clouds its better-than-feared cash burn

Tesla falls as higher investment clouds its better-than-feared cash burn

Tesla reported a smaller-than-expected Q2 cash burn and 480,126 deliveries, but rising AI, robotaxi and manufacturing investment kept near-term spending and returns in focus.

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👀 New Miru call: $GOOGL Alphabet lifts capex again as cloud demand outruns available capacity We screened 44 similar moments — 3 match today's chart & fundamentals: 2022, 2024, 2025. See how all 3 played out: miru.com/analysis/alphabet-l…
Alphabet lifts capex again as cloud demand outruns available capacity

Alphabet lifts capex again as cloud demand outruns available capacity

Alphabet raised 2026 capex guidance to 195-205 billion as cloud demand outpaced capacity — investors now need evidence that the larger buildout can sustain growth without eroding returns.

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