$PANW $CRWD $NET $ZS
The cyber trade will likely go down as one of the most overlooked trades heading into the end of the year.
These names continue to show strength.
Definitely a sector I want to stay in front of Q4.
My AI buildout prediction through 2030:
AI infrastructure spending keeps growing, but the bottlenecks shift.
$NVDA dominates compute. $MU benefits from rising HBM demand. $AAOI rides the optical networking buildout.
$NBIS and $IREN scale AI infrastructure, with power, financing and execution determining their returns.
The biggest risk will be AI capex growing faster than the returns it generates. OR, AI capex slowing down.
-BP
Not financial advice.
$SPY new low of day target hit! If you didn't take trims on puts this morning you have another chance here! We are now at the 768.30 pivot level I was tallking about in livestream. High chance we can see a bounce here. If bulls fail to defend, next downside target is 767.20. You would want to wait for the 5min candle to close below the 768.30 pivot
CEO of $NVDA, Jensen Huang basically just pointed where the capital is going.
Here’s 10 companies setting up for a potential breakout:
-BPC
Please note: This is NOT financial advice.
If you don’t have a side hustle in this economy, you’re virtually cooked.
The majority of people I know working a 9 to 5 are struggling financially.
If you’re reading this, learn how to make money online.
You’ll thank yourself in a few years.