Goldman Sachs just put a massive number on the SpaceX AI story.
They are projecting SpaceX’s AI revenue could explode 100x by 2030.
That is not a small upgrade.
That is a full narrative reset. 🔥
The market keeps looking at SpaceX as only a rocket company.
Wrong.
SpaceX is becoming:
satellites
Starlink
space infrastructure
AI data networks
global connectivity
future compute distribution
If AI needs data, compute, and global infrastructure, then SpaceX may become one of the most important private companies in the entire AI economy.
This is why investors are watching the SpaceX / $TSLA / $SPCX narrative so closely.
Rockets were phase one.
AI infrastructure could be the real monster story. 🚀
@BlockheadsMedia Those intraday swings are brutal if you're not positioned for them. I'm more curious if $140 holds as support, that's the real test for the next move.
🚨 $MSFT just hit a major technical level.
It shot up from around $412 to nearly $466 in just two days.
That was a solid run.
But after that fast move, the stock quickly dropped back and now sits near $427. 📉
Here’s what that means:
Long term, things look good, but short-term selling is obviously happening.
The key support I’m watching is $419–$423. 🎯
That’s where buyers need to step in.
If $MSFT holds here, the bullish setup stays, and we could see another bounce.
But if this level breaks, the market might start pricing in more downside, especially with everything else slowing down.
Right now, it’s not just about Microsoft.
The whole U.S. market is cooling off.
$SPX is struggling.
$NDX is dropping.
$QQQ is losing steam.
Mega-cap tech isn’t going straight up anymore.
Why?
After the big AI rally, the market needs time to process valuations, earnings, and risk.
For $MSFT, the long-term story is still solid.
Azure cloud growth.
Enterprise AI.
Copilot.
Office ecosystem.
Windows.
LinkedIn.
Enterprise software.
These aren’t just short-term hype. They’re real business drivers. 🚀
But even great stocks pull back.
So I wouldn’t just jump into $MSFT here.
My plan:
Watch $419–$423.
Watch $SPX, $NDX, and $QQQ.
Watch if buyers defend support.
Watch if volume picks up.
If support holds, it might be a great pullback entry.
If it breaks, short-term risk goes up.
Long term, I’m still bullish on $MSFT.
Short term, patience matters more than emotion.
⚠️ This is just market analysis, not financial advice. Do your own research.
@josephcurl That swing from $232 back to $214 is rough if you got in near the top. Support at $209 will probably get tested again before any real bounce.
🚨 $NVDA just got way more volatile in the last couple of days.
It shot up from around $211 to nearly $232—super strong short-term momentum. But then it reversed just as fast and now it’s hanging near $214. 📉
Technically, the big support level to watch is $209–$211.
That’s where the rally started and it’s a key spot bulls need to defend. 🎯
If $NVDA holds there and buyers come back, the uptrend is still alive and we might see another bounce.
But if that support breaks, short-term vibes could get worse, and more downside might come. For a stock as huge as Nvidia, any sharp drop also means a big loss in market value. ⚠️
This pullback isn’t just about $NVDA.
The whole U.S. market is feeling the heat. $SPX, $NDX, and $QQQ are all pulling back, with tech and semiconductors sliding together.
Also watch $SMH. If it keeps weakening, money is still leaving semiconductors, which adds more pressure on $NVDA short-term.
If $QQQ and $SMH stabilize, $NVDA has a better shot at drawing buyers back. 📊
The drop probably comes from:
• Weakness in $SPX
• Pressure on $NDX / $QQQ
• Cooling in $SMH
• Profit-taking after a big run
• Valuation concerns for AI leaders
• Lower risk appetite overall
But long-term, Nvidia’s fundamentals haven’t changed. AI demand, data centers, GPU supply, enterprise AI adoption, and semiconductor upgrades still support the story. 🚀
My take is simple:
Don’t chase this short-term.
Keep an eye on the $209–$211 support.
Watch if $SPX, $NDX, $QQQ, and $SMH can steady up.
If support holds, a rebound is possible.
If it breaks, short-term risk goes up.
Long-term is still bullish, but price action has to respect the market pullback and sector pressure.
⚠️ Not financial advice—just market analysis. Do your own research.
@MikePinto3 Consolidation at these levels feels like the market's waiting for the next catalyst. Not sure if the AI memory hype alone can push it much higher from here.
$MU is still acting like one of the top AI memory plays. 🚨📊
On the 15-minute chart, Micron moved up from around 1,038 and ran all the way to 1,089.
Now it's hanging near 1,079, which tells me buyers are still around, but the stock is chilling in a high-level consolidation zone.
This isn't a weak chart.
It's a strong one that just needs some support to confirm.
The first level I'm watching is 1,069–1,070.
If $MU dips and holds there, the short-term bullish setup stays solid.
Key support is 1,057–1,058.
As long as $MU stays above that, the trend is good.
If it can get back to 1,089–1,090, people might start eyeing the next big level near 1,100.
But this is bigger than just Micron.
When $MU moves, it gets people watching the whole AI memory and data center chain:
$NVDA — AI GPUs need HBM
$AMD — AI accelerators
$AVGO — custom AI chips + networking
$MRVL — AI networking + data movement
$TSM — advanced chipmaking
$WDC — NAND and storage
$STX — data storage demand
$DELL — AI servers
$SMCI — AI server infrastructure
$AMAT $LRCX $KLAC — semiconductor equipment
$SMH $SOXX — semiconductor ETFs
Here's my take:
AI is not just about GPUs anymore.
AI needs memory.
AI needs HBM.
AI needs storage.
AI needs servers.
AI needs the whole data center setup.
That's why $MU matters.
Strong chart.
Strong AI memory story.
Strong semiconductor read-through.
But after a big move, where you get in still matters.
I want support confirmation, not emotional chasing. 📊🔥
Not financial advice.
$ASML is testing a high-level pullback, not a breakdown. 🚨📊
On the 15-minute chart, it surged from 1,588 up to 1,742.7.
That was a big momentum move in semiconductor equipment.
But after hitting that high, $ASML dropped to around 1,726, so buyers are getting tested now.
The first level I'm watching is 1,722–1,723.
If $ASML holds there, the short-term setup still looks okay.
Real support is at 1,710–1,711.
As long as it stays above that, the broader short-term bullish picture is fine.
If it can get back above 1,732–1,735, momentum starts picking up again.
But it's not just about ASML.
When $ASML moves, people start watching the whole semiconductor gear and AI chip supply chain:
$AMAT — semiconductor equipment
$LRCX — etch and deposition tools
$KLAC — inspection and process control
$TSM — advanced chip manufacturing
$INTC — foundry expansion
$NVDA — AI GPU demand
$AMD — AI accelerators
$AVGO — custom AI chips and networking
$MRVL — AI networking and custom silicon
$MU — AI memory and HBM
$SMH $SOXX — semiconductor ETFs
My take is simple:
AI isn't just about GPUs.
AI demand eventually hits advanced nodes, EUV tools, fabs, wafers, inspection, memory, networking, and the whole semiconductor capex cycle.
That's why $ASML is important.
It's one of the biggest bottlenecks in advanced chip manufacturing.
The chart still looks constructive.
The pullback is testing support.
The semiconductor equipment story is still alive.
But after a big move, entry price matters.
I want confirmation, not emotional chasing. 📊🔥
Not financial advice.
@saffronroseacts Stock charts always look clean in hindsight until you zoom in. That pullback to 590 could shake out the latecomers or set up a second leg. Watching how it holds the next few hours.
$WDC is more than just a storage play now. 🚨📊
On the 15-min chart, Western Digital made a solid jump from the 520 zone and ran all the way up near 602.
That was a big momentum push.
Now it's pulled back to around 590, so it's not in that clean straight-up breakout anymore.
It's in a retest and recovery phase.
The first level I'm watching is 588–592.
If $WDC can hold there and get back above 592, the short-term bounce looks okay.
Key support sits at 584–585.
If that breaks, I'd get more cautious since the dip might go to 579–580.
But this isn't just about one chart.
When $WDC moves, the market often starts looking at the AI storage and data center chain:
$MU — AI memory and HBM
$STX — data storage demand
$NVDA — AI GPUs create massive data demand
$AMD — AI accelerators and data center chips
$DELL — AI servers
$SMCI — AI server infrastructure
$AVGO — custom AI chips + networking
$MRVL — AI networking + data movement
$AMAT $LRCX $KLAC — semiconductor equipment
$SMH $SOXX — semiconductor ETFs
Here's my take:
AI isn't just GPUs.
AI also needs memory, NAND, storage, servers, networking, and a ton of data infrastructure.
That's why $WDC matters.
The chart had a solid run.
Now I'm waiting for confirmation.
Hold 588–592 → recovery stays intact.
Lose 584–585 → risk goes up.
I'd rather wait for support to confirm than chase a vertical move. 🚀📊
Not financial advice.
@Cobtribefan That recovery from 670 was wild to watch. The pullback to 700 felt like a shakeout more than a reversal, but who knows if it holds this time.
$CRWD isn't flashing a simple "breakout" signal right now.
It's showing a recovery signal after a sharp pullback. 🚨📊
CrowdStrike made a strong move from the 670 area and ran all the way up to 785.
That was the momentum leg.
But after hitting 785, it pulled back hard to around 745, meaning the first big move already triggered some profit-taking.
Now here's what matters:
$CRWD has bounced back to about 769 and is trying to regain strength.
The first level I'm watching is 766.
If $CRWD stays above 766, the short-term recovery is still in play.
Key support sits at 757–758.
If price breaks below that, the recovery setup weakens, and I'd get more cautious.
On the upside, 771 is the first level bulls need to reclaim.
If $CRWD can hold above 771, the next target is 777–786.
But this isn't just about CrowdStrike.
When $CRWD moves, the market often shifts focus to the whole cybersecurity and AI security space:
$PANW — enterprise cybersecurity
$ZS — zero trust security
$FTNT — network security
$S — endpoint security
$OKTA — identity security
$NET — cloud security and edge network
$DDOG — cloud monitoring and security
$CYBR — privileged access security
$QLYS — vulnerability management
$MSFT — enterprise security and AI security platform
My take is straightforward:
Cybersecurity isn't just an IT spending category anymore.
It's becoming a critical layer of the AI economy.
More AI agents.
More cloud workloads.
More data flow.
More attack surfaces.
That means demand for security isn't going away.
$CRWD is still a core player here.
The chart is recovering.
The sector story is strong.
But confirmation is key.
I need to see 766 hold and 771 reclaim before calling this a clean continuation. 📊🔥
Not financial advice.