Stephen

[Stephen @DentSmith]

@MissBehave2121 Saw this chart earlier. Midterms historically do shake things up, but people always say "this time is different" until it isn't.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

🚨 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr / $SPY / $QQQ — This selloff might not be done yet.

The market just lost trillions, but that could just be the first warning sign.

The US is heading into another midterm election season, and stocks don't usually do well during these times.

Since 1926, solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr has averaged a drop of almost 18% ahead of midterms.

The thing is, today's market looks even more shaky:

Valuations are high.
Top 10 stocks make up nearly 40% of the S&P 500.
AI is now the most crowded trade on Wall Street.
Rate cut hopes are fading.
Oil is back above $90.
Yields are climbing.
Liquidity is getting tighter.
This isn't just a routine dip.
It's a market built on a handful of mega-cap names:
$NVDA $MSFT $AAPL $AMZN $GOOG $META $AVGO $TSLA
When leadership is that narrow, one crack can turn into a panic fast.
My take:
Don't chase every bounce.
Keep a close eye on $SPY and $QQQ.
If selling keeps up, this midterm cycle could bring a much bigger reset.

Cash isn't weakness.

Patience is strategy.

Not financial advice.

[Stephen @DentSmith]

@ChizNobi Interesting to see efficiency getting attention instead of just bigger models. Wonder how much performance trade-off there is at that size.

[Stephen @DentSmith]

@Ragequeen__ Wait, $920M a month? That's more than some countries' GDP. Wonder how long until this kind of spending gets scrutinized.

[Stephen @DentSmith]

@AliShahReinvent Those numbers are hard to ignore but I still wonder how much of that P/E is pricing in the AI bets vs the core ad business actually slowing down.

[Stephen @DentSmith]

@Cobtribefan I think people underestimate how much their cloud business is growing. That AI push is really starting to show in their earnings calls.

[Stephen @DentSmith]

@AliShahReinvent The memory bottleneck angle is legit, but I've seen too many 'key players' in AI infra get hyped up only to fade. Let's see if they actually execute.

[Stephen @DentSmith]

@MikePinto3 Selloffs always feel louder than they are. If the AI buildout is real, dips like this are just noise in the long run.

[Stephen @DentSmith]

@Cobtribefan 54x earnings on a down day is rough. Process control is key though, especially as chips get smaller and defects cost more. Not exactly a sexy story like NVDA, but steady money in the background.

[Stephen @DentSmith]

@MissBehave2121 That kind of recurring revenue changes the game for Starlink. Curious how much of that compute power is for their own projects versus reselling capacity.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

🚨 BIG news: SpaceX just inked a massive cloud deal with Google.
SpaceX revealed a deal where Google will pay $920M each month from October 2026 through June 2029.
That's no small agreement.
That's basically $11B a year for AI compute power. 🔥
The setup is said to include roughly 110,000 $NVDA GPUs, plus CPUs, memory, and other gear.
People keep thinking SpaceX is just a rocket maker.
Nope.
SpaceX is turning into:
space infrastructure
Starlink internet
AI compute needs
satellite data networks
next-gen cloud systems
This deal also shows one thing:
AI demand isn't slowing down one bit.
If Google needs that much compute, the real winners go beyond SpaceX.
Check the whole AI infrastructure chain:
$GOOG — cloud + AI platform
$NVDA — GPU compute
$AVGO — networking + custom chips
$MU — memory / HBM
$TSM / $ASML — chip manufacturing foundation
This is bigger than just SpaceX.
It's another sign that AI infrastructure spending is moving into a much larger phase. 🚀
Not financial advice.

[💞FX|XAUUSD（GoldEA）ゴールド|ドル円|トレーダー|USDJPY @XAUUSD_Market]

金の利益はまだ伸びてるね📈🔥

今のうちに一部利益確定して、確保しとくのもアリかも。
相場っていつ急変するかわからないしね。
利益を守るのも、稼ぐのと同じくらい大事📊
残りのポジションはストップを上げて、そのまま泳がせる感じで⚠️

欲張らず、ルール守って、安定して利益出してい

[Stephen @DentSmith]

@flakeybrunette Momentum was solid but that 15m structure looks fragile if it can't hold 1,680. Would rather wait for confirmation than chase here.