Evidence

they keep coming out with great product releases from everything I see, and they seem to be the ones that are actually monetizing AI... I wouldn't be buying it anyways with this declining 5-day moving average. So, a little flush and then get it going... What seems more likely is

— Brian Shannon - Alpha Trends

that's benefiting companies like Broadcom that are the back-end design provider uh or basically the silicon partner for Google and really like the go-between between Google and TSMC to help them scale that product.

— ARK Invest

We think there's a similar share gain story possible for AMD in the data center space with regards to GPUs... AMD is coming to market with their own rack scale solution called Helios that they expect to go toe-to-toe with Nvidia's next generation Vera Rubin. So, we're excited to

— ARK Invest

What's in the discretionary spending bucket? Well, um, a couple of the big names, at least from an equity perspective, are Tesla and Amazon. I I think both names are pretty decent here.

— Real Vision

What's in the discretionary spending bucket? Well, um, a couple of the big names, at least from an equity perspective, are Tesla and Amazon. I I think both names are pretty decent here.

— Real Vision

Micron is one that I'm going to be looking for. It definitely is way overextended... still way above the... the mean right here um at the 20-day moving average. So do a correction, but it's going to be of course really interesting to see how their earnings call comes into play at

— Real Vision

if you got it, hold it, raise your stop, know what your exit strategy is... if you're looking to get involved, then you've got to go down to the very short-term time frames... Catching those buys with a stop under the prior little low, those make them low risk entries. You don't

— Brian Shannon - Alpha Trends

the robo taxi business is at a point now where they are really just in the early early innings and we expect that to be very cash flow generative and you know it's not yet at scale

— ARK Invest

it looks like Google, here's here's the thing, is this going to be just a shakeout? Next week I'll be looking for it. If it gets back up into this zone right here, then this will end up being a shakeout... Otherwise, right now, as it is, I look at this and say, we broke support,

— Brian Shannon - Alpha Trends

Google is Google. We thought it will be disrupted by AI. It is getting even stronger. So that's very interesting. I wish I knew the answer.

— Value Investing with Sven Carlin, Ph.D.

Oracle is ripping because I think the market is, 'Hey

— The Compound

If the S&P 500 goes nowhere over the next 10 years, given the valuations, it is very probable the 10-year Treasury will beat the market.

— Value Investing with Sven Carlin, Ph.D.

let's go back to the boring, most obvious AI infrastructure and video. Nvidia. We're we're talking about the five-layer cake assumptions. We are all out building, especially the bottom three layers. That's where all the investment is flowing in 2025, 2026, and probably also in 20

— Chip Stock Investor

To me, the clearest the the the my reading from this is I should buy more Nvidia. I own Nvidia. buy more.

— The Compound

Nvidia of course because it's going to go up to Mars next month next year if this is not a bubble that's the risk and reward if Nvidia is in a bubble chip margins in three years could be zero company could not be profitable and then you see absolute destruction

— Value Investing with Sven Carlin, Ph.D.

Broadcom expects to sell that much in AI chips in its next fiscal year. But, because the company hasn't changed that forecast in the last three months, the stock actually fell after its latest earnings report... Nvidia and Broadcom both depend on very deep pockets that may soon b

— Wall Street Journal

If if if not if when we have a pullback in AI, when the story about AI shifts from it still may be great, you know, revolutionary, you know, technology, but when the story shifts from how many hundreds and hundreds of billions of dollars can all of these companies spend to hm we

— Rob Berger

The US stock market is about to get hit with a force more powerful than gravity and that is the force of supply and demand... Supply is about to go way up, which means this is likely the top. Look out below.

— Prof G Markets

I'm excited for Tesla. I'm excited for Tesla shareholders. I'm excited for Arcs clients. Um, because I do think now this slowly, slowly, slowly is moving into all at once.

— ARK Invest

Tesla to my mind is like a near dated Musk option. If the robot thing works out, we'll know in 24 to 36 months and then Tesla will trade on that... I think you're either it's either both or none. You either believe in Musk's vision and you want a near-dated version and a longdate

— The Compound

I don't really care about the stock price reaction... I think the glasses are going to be a massive hit... I don't think the stock price is going to rally on this

— The Compound

When supply rises, prices fall. We're about to add the equivalent of the entire stock market of Italy to the equity supply, which means stock prices are about to come under a lot of pressure. In sum, this might be the top. Look out below.

— Prof G Markets

at these levels, there was a larger than 60% crash in real terms In the 1930s, in the 1970s, in the 2000s. Now, at these levels, the highest levels in history, it's not great to dollar cost average in the S&P 500. Actually, it is great if it crashes and you keep on doing it.

— Value Investing with Sven Carlin, Ph.D.

While Invesco QQQ is not our favorite index ETF, these tweaks should allow it to remain representative of its target market and trade tick for tick with its benchmark Nasdaq-100 index.

— Morningstar, Inc.

it might not be inconceivable that um Micron, the supplier of HPMs, might be more valuable than Meta in the next 6 to 12 months... Because it's still the bottleneck. Whatever is the bottleneck will command the price.

— 20VC with Harry Stebbings

I'm not interested in investing in him. But I will tell you I'm an option trader. I'll trade I'll trade the crap out of the stock next week.

— The Information

our bigger positions right now in terms of tech and some of these bigger companies would really be Amazon... you look at Amazon, it's trying to do some of that things in space... I think there could be some hidden value there... Amazon gave up about 40 45% of its value [in 2022-2

— Wealthion

we just saw breakout earnings from from Micron which are not that surprising. Uh I think RAM demand is going to continue to be pretty high for at least quarters.

— Macro Voices

Biggest mover of the morning, up 11 to 13%, 12% is A. It's not A+. And you size it at 30%, not 80%... the unnamed source issue isn't just academic. Intel went up to close 11.2%. The trade worked, but the trader who sized Intel at 80% of their daily stock based on an unverified ne

— SMB Capital

Yes, there is potential upside. There is certainly potential downside. Therefore, not something for the value investor.

— Value Investing with Sven Carlin, Ph.D.

the trend is now down. You have highs, you have lower highs. That's undisputable... There was no attempt into the gap. You got the best news that you could have asked for and the market's basically telling you that's great. We already priced it in... There are more sellers than b

— Trade Brigade

Green-bodied hammer... Buyers certainly stepped up off the lows of the weekly range, bought price, and sent it back up to the open through the open range expansion, closed at the highs of the weekly range. Very good show of strength from those buyers on small caps... price on sma

— Trade Brigade

I did put my money where my mouth is when Trump put his money into Intel. I was like I'm getting long zebras and I loaded the flotilla. So it's been that's been pretty good for me.

— tastylive

Microsoft is one of those trades that I didn't catch early on. So, it is one of those that looks a little bit more attractive to get on long Delta after all of the aftermath

— tastylive

We peaked on this way back on June 3... we are below barely the price gap formed between last Monday and Tuesday... at the beginning of this month, we did snap below that and we've been kind of violently moving up and down since then without any really plain direction.

— tastylive

one big instrument within semiconductors that was um roing the seas was Micron. Um we actually had a crack of this uptrend for the first time since it began this morning but it was very brief and um not too deeply penetrated. But you know a crack is a crack. We did get below it..

— tastylive

the cubes are up 2.44%... if you look at this, we're just grinding away in this range... for 5 days now, we've just been running in place... the test is this gap right here. What will happen at the gap?

— tastylive

this gap here is when I've been really uh watching closely... my my thesis on this was short term as long as we can stay below that gap um the one or two bears still that exist uh will be okay. And so far so good.

— tastylive

that to me screams a stock that, hey, great score, terrible price. That's a good watch list uh candidate um in my book.

— Brian Feroldi

my view on Meta for lots of personal reasons born of personal experience is that they will ultimately fail in the AI um their AI efforts... this is a tacit admission that your AI efforts ain't working and uh we're going to start selling access.

— tastylive

Micron down almost 10 down almost uh well down about 9 10% over over 8%. Very clean break of the trend line. Very exciting to see that.

— tastylive

AMD, this is white hot. Uh this one hasn't broken down as badly. It is down over 5%. Yesterday was lifetime highs, but as I say, if we start to get serious about the selling, uh I'm I ain't covering it till we get down to this gap, which is a few zip codes away.

— tastylive

I'll sell the put instead of buying the stock, put the odds in my favor, and get a decent return on capital while I'm waiting for the stock to rally.

— tastylive

The market is treating this as a massive positive. Meta is ripping off market open today. They love it. Personally, I see this as a bearish variable. Having too much compute capacity, spending too much on AI development, if this becomes a trend across the broader industry, these

— tastylive

hyper-valued Micron, I think it is Micron

— Wealthion

hyper-valued Nvidia

— Wealthion