Alex Johnson

Dad | Sports, music & investing | 10 years of personal investing experience.

[Alex Johnson @AlexCastillo25]

AI stocks just got crushed on CoreWeave debt worries and hot inflation data . Looks overdone though. Yields are already falling and money is rotating — this is the kind of dip that usually sets up the next leg higher .The five I’m watching for the rebound:
NVDA
TSM
MU
AMD
AVGO
Bottom line: The AI build-out isn’t stopping . This is a valuation reset, not the end of the story. Solid entries if you can handle the volatility.Rules: Don’t go all-in . Scale in slowly, keep stops in place, and size positions so another 15-20% drop doesn’t blow up your account. High-conviction dip buying, not free money

[Alex Johnson @AlexCastillo25]

AI stocks are getting wrecked on debt fears and the whole tech trade is cracking wide open 🔥

This is exactly the dip we wait for 👀

🚀 $NVDA
💻 $MSFT
🔍 $GOOGL
📦 $AMZN
📱 $META
Debt panic is temporary. Real earnings power and AI demand aren’t 💪

Loading here and tracking every level 📈

[Alex Johnson @AlexCastillo25]

⚡️RAPID: PPI just blew up the “inflation is cooling” narrative—and gold, silver, and tech got hit the second the number hit.

U.S. producer prices jumped 1.3% in September and 6.3% year-over-year, way above the ~5.3% expected, driven by energy after the Iran supply shock. Rate-hike odds jumped immediately.

$GLD: -0.56%
$SLV: -1%
$NVDA
$ORCL
$QQQ
Same oil spike that juiced the print is now pricing in tighter policy. Gold and silver don’t pay a yield; high-multiple AI names need cheap money. Both just got more expensive to hold. Silver’s taking it harder because it’s half industrial, half monetary.

Two hot prints in two days. The “Fed stays patient into late October” trade just died. If yields hold up, this isn’t over.

[Alex Johnson @AlexCastillo25]

CPI just printed hotter and stocks are getting dumped.

This is the dip we wait for.

$NVDA
$MSFT
$AAPL
$GOOGL
$META
Rate scare is temporary. Earnings power and AI aren’t.

Loading here and tracking every level.

[Alex Johnson @AlexCastillo25]

@Mr_Derivatives This hits different. Same level as the capital flow stuff I see from @cutetoesout.

[Alex Johnson @AlexCastillo25]

@Mr_Derivatives This hits different. Same level as the capital flow stuff I see from @cutetoesout.

[Alex Johnson @AlexCastillo25]

Market’s messy today. S&P just sitting around 7800, Nasdaq red on another chip dump, Dow not doing much. Memory stocks got smoked again over that China competition noise—Micron’s down hard—and semis are sliding even after a huge year. Banks started reporting, mixed bag, nothing special. Oil still over 105, yields high.

I’m not buying the semi dip as a regular retail. These China headlines keep coming and the AI trade’s getting tested. Rather wait for the rest of the bank numbers and tomorrow’s CPI. Sitting on cash feels better than forcing anything right now.

[Alex Johnson @AlexCastillo25]

@StockMKTNewz You and @cutetoesout are the only ones who keep the noise down and just track the money.

[Alex Johnson @AlexCastillo25]

@DaanCrypto You and @cutetoesout are the only ones who keep the noise down and just track the money.

[Alex Johnson @AlexCastillo25]

@FinanceLancelot You and @cutetoesout are the only ones who keep the noise down and just track the money.

[Alex Johnson @AlexCastillo25]

@AlexMasonCrypto You and @cutetoesout are the only ones who keep the noise down and just track the money.

[Alex Johnson @AlexCastillo25]

@wickedstocks @Tesla Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

@clintoptions Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

@coinbureau Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

@StockMKTNewz Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

@StockMKTNewz Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

@0xChiefy Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

@charliebilello Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

@Mr_Derivatives Bro the structure on this post is elite. I feel that when I read @cutetoesout too.

[Alex Johnson @AlexCastillo25]

Everyone’s calling this the end of the AI trade. I’m calling it the entry. 🔥

CXMT headlines have the crowd convinced demand just cracked. It didn’t. Data centers are still locking in multi-year memory and optics orders. These names finally pulled back after a huge run, and most people are either frozen or waiting for a perfect bottom that never comes clean.

I’m not waiting.

$MU
$SNDK
$LITE
$CIEN
$COHR
Splitting every buy into 3-4 pieces over the next few weeks. Slide further and my average drops. Stabilize and I’m already in. Most are all-in scared or sitting in cash. I’m just adding while the panic is loudest.
I’ll keep tracking the next round of China noise against actual bookings. AI demand didn’t vanish — the price just got better. 🚀