Evidence

I've been a little bit of vocal bear about some of the software stuff that's still living below the daily 200, just not really catching much of a bid.

— Trade Brigade, at 25:18

I don't love this chart. I hate this little consolidation, but with a catalyst, it might make it at least a little bit more watchable... I would be willing to short that on Microsoft if it uh if it cannot get up off the floor here.

— Trade Brigade, at 31:06

undeniably, it's higher in here, but where's the buying opportunity unless you literally bought the hammer high the very next day... I just don't see the active setup on Tesla... there's not much to really do with it if I'm being honest.

— Trade Brigade, at 36:43

There's nothing to do with this absolute pile of garbage... what do we do with a chart that looks like this? If you've been having fun trading intraday, you keep doing your thing. But I will pass on a trendless, volatile, violent, ugly, steaming hot pile of garbage that has horri

— Trade Brigade, at 33:53

really rough day setting that lower high in here and rotating back down into the equal lows... a little bit more skeptical of financials because of this move. Any consolidation down here is bearish in my view and you're just kind of asking for a break of these lows 29750s to unlo

— Trade Brigade, at 36:43

IWM telling me that breath still looks good under the hood. This is an expansion of breath which is bullish for the rally to in the S&P 500.

— Trade Brigade, at 11:14

the base case is seeking higher lows which ultimately go on to set higher highs... I know I've said it a gazillion times, looking for the daily higher low in this raging bull market.

— Trade Brigade, at 5:29

the business is doing exceptionally well and it bodess well for the AI trade... fundamentals are phenomenal. I think that there's probably other companies that will do better in terms of stock performance around AI. There's probably better spots to pick.

— Deepwater Asset Management, at 0:01

Nvidia, fantastic business, and it shows up in its gross margins. It's soaring at the moment, 70, 71% gross margins. So, for every dollar that comes in the door at Nvidia, they only give away 30 cents... most of the intellectual property that's embedded in an Nvidia computing mod

— Cestrian Capital Research, at 3:46

Tesla, they're not making it here

— The Julia La Roche Show, at 10:44

it's not coming from energy. It's coming from semis. it's coming from like presumably that that to me that sets the stage for why NASDAQ relative to the rest of the market could be topping out for a long time because starting in three weeks you're getting a string kind of backto

— Forward Guidance, at 38:56

You know, that's kind of the last big catalyst.

— Forward Guidance, at 19:23

Expected move strikes me as being bullish... base cases. I'll do it one final time. I think we've beaten this horse to death. Sorry for the horse. Uh this, this, this.

— Trade Brigade, at 22:06

Generally, I do not see any problems here with the weekly chart.

— Trade Brigade, at 2:37

This to me is a bull flag up here at the highs. Wick shows bullish compelling evidence. Look below and fail of the previous weekly low, closes back at the opening print of the previous weekly bar.

— Trade Brigade, at 24:52

Nvidia, your top dog, down about 2 and a half% on that Friday session post earnings. It just can't really seem to get itself in gear.

— Trade Brigade, at 13:38

if we see that Nvidia is actually fading on its earnings, which is not something we're seeing yet, but if that became the reality, that would start to give indications that that crowding has gotten a little overdone and that in fact, we may in see fading into the weeks to come

— Macro Voices, at 3:53

In my opinion, there is no question that the moat is stable or widening around the company even with all the competition entering and that the thesis is very much on track.

— Brian Stoffel, at 24:52

Moynihan, JP Morgan has been another strong performer. We were able to buy it at a very attractive valuation. We held it through yesterday's close. It's averaged almost 16% a year and paid about 7,000.

— FAST Graphs, at 11:45

Nvidia's kind of almost got to be too well-known, too commonplace. So, people are looking to other areas for for alpha.

— The Julia La Roche Show, at 22:49

we own AMD, for example, and it's up dramatically. I bought that stock when nobody wanted it, and uh it's just screamed, and it's moving much better than Nvidia

— The Julia La Roche Show, at 22:49

using shareholder money from one company that you control to support the sales figures of another company you control right before both companies face major financial events is generally considered not ideal corporate governance.

— Patrick Boyle, at 12:56

Overall, it's a good thing that we're finally starting to see some real alternatives to Nvidia. More competition should eat away at Nvidia's monopoly pricing power and eventually bring down the cost of AI compute for everyone.

— Wall Street Millennial, at 16:38

I've thankfully been in this Micron trade for for a long while still hold it. Um when you see such a trend, don't count on mean reversion trends uh on a running basis because then because then you'll miss the train, and I think momentum is probably the strongest factor over the p

— Monetary Matters, at 29:31

We got NVIDIA's report this past week. Didn't really light a fire under the group. NVIDIA, in fact, pulled back after its report.

— EarningsBeats, at 3:42

be interesting to see if the iwm breaks out i think we have a better chance of sustaining that move to the upside

— EarningsBeats, at 7:26

Take a look at Mastercard, Visa, Microsoft, even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo. There are so many stocks in the market where their fundamentals are continuing to grow. They're at all-time highs and their share prices are sti

— Daniel Pronk, at 24:37

I don't want to be buying Micron here. Definitely not.

— Daniel Pronk, at 17:48

Take a look at Mastercard, Visa, Microsoft, even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo. There are so many stocks in the market where their fundamentals are continuing to grow. They're at all-time highs and their share prices are sti

— Daniel Pronk, at 24:37

Take a look at Mastercard, Visa, Microsoft, even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo. There are so many stocks in the market where their fundamentals are continuing to grow. They're at all-time highs and their share prices are sti

— Daniel Pronk, at 24:37

I don't want to be buying Intel here.

— Daniel Pronk, at 17:48

I think that Amazon's LEO business could be a cash generator for Amazon in the future as well.

— Daniel Pronk, at 3:30

look at Micron today. It's up 5% uh excuse me, it's up 20% yesterday. I think it was up 5% 7% today. It's up 860% on the year. And I was telling what what is fascinating about that 860% on the year is that means that the entire market less than a year ago had completely and total

— SpotGamma, at 12:28

I would personally like to wait for a lower valuation before I would make this a big holding for me given the company's extreme size and scale, but I don't think the company is wildly overvalued anymore. So, if you believe that the AI gravy train is going to continue for at least

— Brian Feroldi, at 5:52

the mode is uncertain. The thesis is uncertain... this does have a compelling valuation... if they can't show that they can reacelerate it, a great valuation will not save you as an investor.

— Brian Stoffel, at 19:17

There's no doubt, the Apple M1 was a revolution. Not only did it show that Apple could design a laptop class chip, it actually outperformed the competition in both performance and efficiency. With the M1, Apple Silicon became the gold standard. And with it, Apple's image expanded

— High Yield, at 11:17

it seems like we're still in an ideal economic window for the stock market to continue performing well, at least for now...this doesn't mean it will be a straight line up from here...we generally expect the trajectory of the market to remain to the upside in today's market enviro

— Bravos Research, at 6:46

This is a model that is designed to make you stay leveraged long on the market when it is strong, like today...The model has been primarily leveraged along on the market since the 30th of March

— Bravos Research, at 6:46

I think that Meta is very slept on in the stock market right now. I think that the stock is quite freaking cheap. And I bought more shares after the AGM and after hearing that they were launching some subscriptions because I think that the stock is not really pricing in that much

— Daniel Pronk, at 16:58

the reason that I am staying out of Micron stock and I'm not looking to enter it here is because I am skeptical that its earnings will be sustained over the longer term. And if they do eventually start to come down and that does prove to be another cycle then in hindsight the sto

— Daniel Pronk, at 3:21

I also think that this is why Nvidia stock isn't rallying as much as the rest of the market even after ridiculously good results. The revenue from Nvidia comes from hyperscaler spending and it has to slow down eventually. So the durability of revenue and cash flows is questionabl

— Daniel Pronk, at 10:10

Look at the Q's here, right? The cost Q percentile is 98 and the IV percentile basis is 67... the Q's are the calls are very rich relative to the puts... Can you do things like sell QQQ calls to buy S&P puts? Maybe.

— SpotGamma, at 9:55

Can you do things like sell QQQ calls to buy S&P puts? Maybe... Look at the spiders though. So much lower.

— SpotGamma, at 9:55

I like what I'm seeing on the SPY daily time frame... pullbacks are healthy in an uptrend... The base case, just to be very clear, something that looks like this. Daily higher low using previous resistance, newfound support over a rising 20 SMA... Hourly trend flips back to up...

— Trade Brigade, at 0:00

Amazon, your other heavyweight component in the XLY. Absolutely brutal through the neckline of this as a double top from what looked like, hey, we're starting to break this inverted head and shoulders neckline to completely failing over the span of the last three trading days. Co

— Trade Brigade, at 19:06

We've got QQQ ripping to a new brand new all-time high... I would like to see a pullback. I want to see the market do something like this to be able to fuel the next leg... you're exhausting buyers up here

— Trade Brigade, at 5:16