Evidence

I have been in and out of Nvidia over the years. I don't own any now, and I would not be a buyer of it right now.

— The Julia La Roche Show

It's not a lot of money... They don't have that big uh an enterprise marketing vision... The question is, are they just going to stick to the Humane deal or is this actually going to be wider?

— TechTechPotato

Amazon reported earnings. They continue in their uptrend as well.

— Brian Shannon - Alpha Trends

Apple on Thursday coming in close I'm sorry, on Friday coming close to an all-time high here. So, Apple behaves well.

— Brian Shannon - Alpha Trends

the Russell 2000 buyers are back in control here. We had a shakeout, and now manage risk. Look for the pattern of higher highs and higher lows to continue in there.

— Brian Shannon - Alpha Trends

Meta this these guys were stuck against their declining 200-day moving average. They reported earnings, and they are continuing lower... Meta is not a good place for your money right now.

— Brian Shannon - Alpha Trends

I do think the future runs on Mac... they've spent they have developed really cutting edge custom silicon so um you know and that custom silicon can be really performant uh running local models for people.

— ARK Invest

in contrast to Amazon, Microsoft, and um Alphabet, they don't really have a backlog that supports the kind of capex that they're undertaking. They're trying to paint a picture that the average price of their ads has increased due to AI. And I guess there is, you know, some logic

— Real Vision

Meta continues to be the dog. It's stuck below the anchor from the market low and similar to the financials this stock made a low prior to the broader market but it's stuck below those anchors. It's at this 5-day moving average is below the declining 20, below the declining 50, b

— Brian Shannon - Alpha Trends

Look at how Micron has been holding this rising 5-day moving average. Now we saw a little bit of an undercut here but guess what? The buyers regained control. They made the higher high above that flat to rising 5-day moving average and then higher lows above it. We couldn't even

— Brian Shannon - Alpha Trends

Netflix continues to be a dog. It was trying to stabilize along the year-to-date anchor. It couldn't do that. It's also below the anchor from its year-to-date low and we can see here that that had priorly been support then turned to resistance. The declining 20-day and declining

— Brian Shannon - Alpha Trends

AMD just continues to ramp higher here. Runaway freight train.

— Brian Shannon - Alpha Trends

Google, same exact story. We broke right in here a little bit, but it quickly buyers really ramped it up quickly. Continue to ride that rising 5-day moving average.

— Brian Shannon - Alpha Trends

The Russell 2000 is still healthy, but continues to be just kind of an underperformer here... it's still holding the month-to-date anchor, the rising 5-day moving average, and this prior band of resistance. It's still in an uptrend. It's not showing the massive performance of som

— Brian Shannon - Alpha Trends

So up in this zone if we can stabilize a little bit better and see this range tighten up then it might be a good bounce trade up to here. But below declining, you know, you look at the weekly chart here we still have a declining uh 20, 31, and 42-week moving average. That's not a

— Brian Shannon - Alpha Trends

Here's Palantir. Uh I don't really have the ranges marked here, so uh take a moment... So, here in yellow, I've identified a few of the tight ranges... very textbook. Tight area to end out the base, and then we get a breakout and nice, I think, 50% swing, you know, out of here.

— TraderLion

Nvidia, great uh stock obviously to study back in 2024, 2023. Um you know, constructive base here. We get the expansion down, higher lows off the bottom, really nice tight areas tight areas.

— TraderLion

Here's MSFT again. Really strong move, multiple tight areas uh during this move higher.

— TraderLion

the cleaner investment in the CPU market, especially if you're just looking at CPUs alone for these two businesses, is still definitely AMD.

— Chip Stock Investor

I don't think you need to diversify all of it... you do need to diversify a certain portion... even in a worst case scenario, I have enough diversified money... I'm not solely dependent on Nvidia success.

— James Conole, CFP (Root Financial)

Apple is a very good example of this, right? I don't think that's a hidden story. Uh, they have their own secured supply chains of everything that goes into their phones. uh and therefore they'll probably be able to get through such a period with an extreme degree of pricing powe

— Real Vision

21.8% year over year revenue growth in Q1, 63% year over year growth for Google Cloud...Total operating profit margin, 36.1%, which is pretty incredible...Huge operating margin increases, especially as Google Cloud, has grown so much the last couple of years...Great stuff here fo

— Chip Stock Investor

33% year over year revenue growth to 56 billion. That's not the problem here...the CapEx guidance, did increase significantly. More than half of their revenue is getting spent this year in CapEx...operating margin 40.6% in Q1 compared to 41.5% in Q1 2025. So a little bit of a dip

— Chip Stock Investor

our crowding model is currently generating a bearish signal in the NASDAQ 100, so traders should take profits

— 42 Macro

Dr. Mo got us back long the Nasdaq 100 back on April, I think it was on April 11th here. And so you know, it's just been a wicked straight line up. There's a lot of crowded bullish positioning in this trade. We're not making the call that this is the beginning of the secular bear

— 42 Macro

Tesla had a big break here recently. It's pulling back down. Let's keep an eye on how it behaves near this month-to-date anchor. But, with a declining 5-day moving average, there's no hurry to buy any of these names.

— Brian Shannon - Alpha Trends

AMD also, you know, another uh strong super strong uh semi stock closed below the declining 5-day moving average.

— Brian Shannon - Alpha Trends

Meta's still having trouble with the declining 50-day moving average in the anchor off the market low.

— Brian Shannon - Alpha Trends

Netflix just remains trapped underneath the year-to-date anchor, that orange line, below a declining 20 and 50-day moving average.

— Brian Shannon - Alpha Trends

Micron, it rolled over, but again, still only down to its 10-day moving average... This doesn't look ominous at all to me. Like unless we start breaking some of these moving averages and really, you know, start to lose these trends and set lower lows, then I'll start to get worri

— Real Vision

Intel, my friends, is not profitable on the same accounting standards that were holding just three years ago.

— Value Investing with Sven Carlin, Ph.D.

Traders who did not heed our crowding models bearish signal in the NASDAQ 100 from earlier this week should take advantage of the elevated price levels to take profits

— 42 Macro

Intel is still not a profitable company. And that holds for most companies out there these days.

— Value Investing with Sven Carlin, Ph.D.

I think it's I to me it's one of the most promising ones out there... Google is unique in the AI space in that they have the full tech stack. They make the chips, they have the data centers, they have all the the coding, they have everything from top to bottom... I think that, yo

— Real Vision, at 33:00

Intel still has a lot of work to do to get itself back into fighting shape. It is obviously in the early innings of doing just that. So, that's great. But, the cleaner investments in the CPU markets, especially if you're just looking at CPUs alone for these two businesses is stil

— Chip Stock Investor

the cleaner investments in the CPU markets, especially if you're just looking at CPUs alone for these two businesses is still definitely AMD.

— Chip Stock Investor

Google still below that declining 5day moving average. So uh I'd love to see it stabilize in here and maybe even just a little shakeout below this low. That that would be really nice to see as a shakeout recovery up to here, create a higher low and then get going next week.

— Brian Shannon - Alpha Trends

Netflix still stuck below a declining 20 and 50-day moving average as well as the orange year-to-date anchor. So, uh nothing interesting happening there.

— Brian Shannon - Alpha Trends

Microsoft continues to just kind of be stuck here doing nothing.

— Brian Shannon - Alpha Trends

it's not a place to do business because we still see here a pattern of lower highs and lower lows... in order for me to be interested in buying Nvidia next week, uh, I'd love to see it maybe do this, rally up a little bit, that wouldn't excite me, but then if it started to do thi

— Brian Shannon - Alpha Trends

Palanteer is just yesterday's news. Uh it's been doing nothing all year and continues to show really nothing uh of excitement.

— Brian Shannon - Alpha Trends

Amazon looks like this is what I had sketched out last night. It's starting to happen. I'd love to see a pull back down towards that fiveday moving average and then perhaps uh Amazon could be a good mover this uh you know next week.

— Brian Shannon - Alpha Trends

Tesla pulled back exactly where we wanted it to... it got a bounce. So maybe next week we can see uh... if it can pull back down towards that level in the month to date that Tesla would be a good one to look for it to pull back maybe Tuesday and Wednesday of next week and then re

— Brian Shannon - Alpha Trends

the buyers have regained control in here on the intermediate term. What it would be really nice to see here would be a breakout and then for it to pull back in, make a higher low, and then go.

— Brian Shannon - Alpha Trends

Nvidia's guidance was disappointing and signaled headwinds from increasing competition and investor concentration.

— 42 Macro

We took some profits in Nvidia last earlier this week right before the earnings announcement just because we didn't know how it was going to come out... The company's just a phenomenal monster. Um but the stock reaction was like me, you know.

— Thoughtful Money