Evidence

Micron fell 14% today... this could fall 30% in a straight line and still be in a very very very healthy uptrend.

— The Compound, at 7:42

Microsoft looks I mean it's the biggest software stock in the world... Microsoft rallied today. Some of the Mac 7 stocks caught a caught a bid today. They've been just obliterated uh in the last week or two.

— The Compound, at 15:17

They're beating up uh Alphabet now... The average forward PE for Meta, Amazon, Google, and Microsoft is near a multi-year low... their free cash flow is disappearing because they're spending all their money on on on capex and R&D.

— The Compound, at 38:23

Salesforce up 2%. Now granted these names have gotten absolutely uh battered. So a 2% gain doesn't really mean anything... the software stocks I own, they've stopped going down, but they're definitely not going up. and they're just they're like in this stasis and it's not helping

— The Compound, at 11:55

the stock, you know, it it broke a lower low below that flat to declining 5-day moving average. So, uh you know, based on my rules, there's no reason to be long this in the intermediate term... This is good, healthy action for people who want to get in, you know, after the earnin

— Brian Shannon - Alpha Trends, at 0:00

I think for me, the biggest mistake with Tesla was when they opened the factory in Shanghai. Successfully, you know, earlier than schedule, under budget, I think, but they were able to sell the cars at Western prices when they had a Chinese cost of goods sold. So, they were very

— Morningstar, Inc., at 22:36

from a short-to-medium-term perspective, yes. Investors with a medium-to-long-term time horizon should emotionally prepare to ride out the expanding volatility.

— 42 Macro, at 0:00

I think Netflix is actually trading for around fair value today given the fact that its growth rates are decelerating and the business is maturing. I don't think that it should command the same price multiples or premiums that it has historically traded for. And when I lower the

— Daniel Pronk, at 13:17

I own Tesla personally... I think the trend is up... you could treat it as resistance... it took another run, surpassed it, down support, uh and then broke down through it again.

— Cestrian Capital Research, at 0:00

Go look at Oracle, right? Another one that just obliterated after this earnings killed it. Lower high. Nice knowing. Yeah, Oracle might be a snapback off the gap close.

— Trade Brigade, at 32:27

How bearish can I really be if we're just consolidating and balancing over previous resistance?... I don't love the daily bar from today please don't get it twisted that is a ugly upper wick there indicating a failure here over a prior day's high.

— Trade Brigade, at 17:52

Micron must validate its pricing power and scarcity in the market. If it does, semis can stabilize. If not, then we're looking at another leg lower for the entire sector.

— tastylive, at 0:00

I I I never like selling earnings, but maybe this is one of those times I do. And maybe it's just an iron condor... maybe this is one of those times where it's it's worth going outside that expected move and maybe possibly selling something

— tastylive, at 17:28

Nvidia shares surprisingly are only up about 1%... this is still going to be a bumpy trade, but I think continues to move higher

— Deepwater Asset Management, at 3:42

AMD as the number two chip company in the world clearly has a fantastic narrative going on around it right now. But, the valuations here are perhaps one of the reasons why when we see this cost of capital going up, two-year rates increasing, traders are starting to get a little w

— tastylive, at 0:00

If Micron fails tonight to impress and they can't tell us that scarcity exists and they retain their pricing power, the entire sector is going to get whacked again given the recent news flow.

— tastylive, at 3:25