Evidence

Look at Oracle, for instance. Oracle went up, what was it, 30 or 40% in one day a few months ago when they had that crazy announcement. It's crashed back down. It's lower now than it was before that announcement.

— The Julia La Roche Show

I like this company and in fact I know that the entire software market has been getting dragged down as the impact of AI is really unknown at this point on a lot of their businesses. But the fact that Salesforce has been so heavily invested in going down that remote that road and

— Learn to Invest

my plan is to dollar cost average even more aggressively into Palanteer stock as the price keeps coming down. This isn't about catching a falling knife. It's about consistently growing my position in what I think is one of the best stocks to get rich without getting lucky.

— Ticker Symbol: YOU

Microsoft has just been an absolute disaster here recently... we still have a pattern of lower highs and lower lows... there's no evidence on the 15-minute time frame here with a declining 5-day moving average saying it's time to buy yet. And the answer is no, not yet.

— Brian Shannon - Alpha Trends

Netflix still continues to be a disaster. It's trying to find buyers along this anchor, but it's just not proving a good place to be a buyer yet... being early in Microsoft and Netflix has been, you know, quite costly.

— Brian Shannon - Alpha Trends

look at Google. It got hit hard and is not quite recovering yet.

— Brian Shannon - Alpha Trends

Same with Palantir. Now, Palantir is down to the anchor from the beginning of last year. Perhaps this is going to be a short-term low, but you know, these are the big stocks and and you know... being early in... Palantir has been, you know, quite costly.

— Brian Shannon - Alpha Trends

I believe that the moat is definitely stable if not widening around the international, the North American business and AWS and the thesis is very much on track... it's nice to have that downside protection while having exposure to some upside potential. And I do believe that's wh

— Brian Stoffel

weekly structure on small caps is completely different, right? Look at the solid green body bar... overall, very bullish, much much more bullish than the S&P 500 over in small caps... This is still just a bull flag on the weekly. No problems there.

— Trade Brigade

AMD is still strong... the reality is AMD is still strong... I think the market's going to do what the market is going to do and they're going to if AMD doesn't give Nvidia-like numbers for the next quarter in the following four quarters, they're going to be punished... I think i

— Moor Insights & Strategy

I own AMD, the chip maker, which has traded off a lot. I'm probably going to buy more now at these levels.

— The Julia La Roche Show

I would stick with the IWM especially as long as it trades above its moving averages, uh I have no problem with it. Like the Dow, I actually think the small caps may be not performing quite as well as the Dow because we're not at an all-time high right now, but still in an uptren

— EarningsBeats

Musk doesn't care about Tesla's minority shareholders... Musk has previously diverted engineers and NVIDIA GPU orders from Tesla to X and XAI.

— Wall Street Millennial

we've sold off pretty hard. It's possible we could start to rally again, but is there any evidence on the 15minute time frame here with a declining 5day moving average saying it's time to buy yet? And the answer is no, not yet. We're at a level of interest, but we still have a pa

— Brian Shannon - Alpha Trends

Netflix still continues to be a disaster. It's trying to find buyers along this anchor, but it's just not proving a good place to be a buyer yet.

— Brian Shannon - Alpha Trends

I do like Broadcom, believe it or not, on the long side. I am starting to see some character changes out of Broadcom where the 20 is no longer rejecting this as cleanly... if this was going to be a nasty and like gnarly situation where oh my god, the head and shoulders is game ov

— Trade Brigade

this is a balance range... I am not going to overallocate here on the long side or just directionally try to lean into that uh literal direction in a more aggressive way... riskreward starts skewing to the downside rather than the upside

— Trade Brigade

You could look no further than a JPM as we know. Also failing its breakout level in here. Just really unwinding this back in the downward direction. These are tough looking charts for financials.

— Trade Brigade

I would be a little bit more constructive on Apple if the broad market's falling. The reason I say that is that Apple has been seen as a little bit of the defensive side of technology... So, that worked out quite well and we'll see if that remains the case as and if the market fa

— Trade Brigade

the Russell 2000 had an island. I immediately said the Russell 2000 is giving a very very bearish signal... Russell 2000 ultimately through yesterday's close were down um I think 7% off its high

— Monetary Matters

Salesforce is the granddaddy of seat-based software... if customers cut employees, if IT departments and service desk departments get cut back, that hurts Salesforce because they are primarily seat-based. Agent Force is gaining, but the big question is can Agent Force grow fast e

— Brian Stoffel

It's still a pattern of lower highs and lower lows below declining 20, 50, and 200-day moving average. This isn't anything more than a bounce in a downtrend until proven otherwise.

— Brian Shannon - Alpha Trends

A stock like Apple gets hit yesterday and there is zero bounce... it didn't hold there at all. There were just sellers in this market. It just continued lower another 2% today after yesterday's big hit.

— Brian Shannon - Alpha Trends

Microsoft is in trouble. If they don't scare you out, they'll wear you out. Just leave them alone.

— Brian Shannon - Alpha Trends

this market can't get up and rally if we're going to continue to see, you know, so-called leaders not leading, stocks like Amazon breaking down.

— Brian Shannon - Alpha Trends

you don't buy the dip. You don't buy strength... that's not a dip. This is a downtrend. This is a broken stock right now.

— Brian Shannon - Alpha Trends

I think it pays to be pretty cautious in here... we're getting ready for maybe bit of a flush lower... if it makes a lower high, then I think if it breaks down from there, then we're going to be in for bigger trouble

— Brian Shannon - Alpha Trends

although the S&P 500 itself does look overvalued right now, and historically, if you bought the S&P 500 at this level, performance over the next decade is likely not to be all that great

— Learn to Invest

Meta is a stock that I am continuing to add to my portfolio and I'm trying to buy this one as consistently as I possibly can. I do believe that this business is clearly benefiting from artificial intelligence and I think that it is going to continue to accelerate over the coming

— Daniel Pronk, at 0:30

kind of in no man's land here, isn't it? ... we've got that anchor from that high and this one right here. And we're stuck just below them. We also have a declining 20 and 50-day moving average. We've just run up into that zone... what I'd really like to see with the cues if we'r

— Brian Shannon - Alpha Trends

the cues are just flat... I think everything is at risk... the cues are probably down on the year now and if that worked for however long that's not going to work anymore.

— Forward Guidance

Broadcom, ticker symbol AVGO, focuses less on GPUs and more on everything around them. From high-speed networking chips and custom AS6 to the specialized switches that tie racks of chips together in dense AI clusters. As a workloads get more distributed and bound by network speed

— Ticker Symbol: YOU

Nvidia is still the default choice for AI training and inference with over a 90% share of the data center GPU market. Chip architectures like Hopper, Blackwell, and Rubin, plus the networking and software stack that comes with them make it very hard for enterprises to switch away

— Ticker Symbol: YOU

AMD is the main alternative to Nvidia for GPUs. If cloud providers want pricing power and a second source for their supply chains, AMD is where they'll go.

— Ticker Symbol: YOU

the Taiwan Semiconductor Manufacturing Company, ticker symbol TSM, is the foundry that manufactures chips for Nvidia, AMD, and Broadcom. So, it doesn't really matter which chip designer wins in the SAS apocalypse since TSMC will be the one making their chips anyway, as well as th

— Ticker Symbol: YOU

Amazon, Microsoft, and Google all win for the same reason. They're where AI agents actually run. These three companies control almost 2/3 of the world's cloud infrastructure... So every time a company replaces a SAS tool with an agent, that extra compute, storage, and networking

— Ticker Symbol: YOU

Amazon, Microsoft, and Google all win for the same reason. They're where AI agents actually run. These three companies control almost 2/3 of the world's cloud infrastructure... So every time a company replaces a SAS tool with an agent, that extra compute, storage, and networking

— Ticker Symbol: YOU

Think about companies like Salesforce, Service Now, HubSpot, Monday.com, and Legal Zoom. any system with economics that depend on lots of humans clicking through lots of workflows and things can get pretty bad for these companies pretty fast.

— Ticker Symbol: YOU

AD line right now near about a seven eight-month low. Looks like we're trending back down again. We just put in that low early February, went back at the 50-day, now rolling back over again. And check out the relative strength, not good.

— EarningsBeats

Big gap down. Look at the the volume. Look at the relative strength on Amazon.

— EarningsBeats

AD line's been going down for months. Got that big gap up with earnings and nothing but selling since and the relative strength versus the internet group just in January hit a 52-week low relative low.

— EarningsBeats

AD line right now probably the lowest it's been in 6 months. The good news is price price action's been going sideways. The bad news is that semiconductors keep going higher and Nvidia relative to its semiconductor peers is near 52-week low. Nvidia is usually a leader in this spa

— EarningsBeats

Tesla's still holding on to price support. AD line just recently hit about a five-month low. And then look at the relative strength. We're down near about a 10-month low. Relative low. So, Tesla holding up, but still not looking good relative to its peers.

— EarningsBeats

AD line, lowest it's been in 5 months. Price action failed to get back up to the December high, rolling back over below its moving averages. It is at a 52-week relative low versus its computer hardware peers. Not good. It's not looking good against its own industry group, much le

— EarningsBeats

Microsoft is probably the strongest of the Mag 7 stocks... It's like Microsoft is the prettiest house in the ugliest neighborhood... It's a really bad neighborhood. Software's horrible. But Microsoft, maybe it's got some little bit of green patch in its front yard... you're still

— EarningsBeats

This is a little bit more precarious because we already have lost the recent low that we saw back in middle part of January... This is a little bit more bearish looking because in a downtrend, what normally happens is you lose your moving averages, you go back up, you test your m

— EarningsBeats