@StockSavvyShay AVGO missed guidance Wednesday night. By Friday the entire semiconductor sector is bleeding globally. That's what happens when a crowded trade starts unwinding. $NVDA just got caught in the wave.
Nasdaq just had its worst day since the tariff crash of 2025. 📉
$AVGO down 8%. Again.
$MU down 17% in two days.
$AMD down 12.6%.
$NVDA down nearly 6%.
South Korea's market dropped 5.5% overnight. Samsung down 6%. SK Hynix down 10%.
One earnings report from Broadcom didn't just move one stock.
It repriced the entire global AI trade in 48 hours.
This is what crowded trades look like when they unwind.
MORGAN STANLEY PROJECTS SPACEX WILL REACH ANNUAL REVENUE OF $3.4 TRILLION BY 2040 WITH ANNUAL PROFIT OF $2.7 TRILLION
MORGAN STANLEY IS CO-LEADING THE SPACEX IPO ALONGSIDE GOLDMAN SACHS NEXT WEEK AND IS EXPECTED TO EARN THE LARGEST SHARE OF THE FEES
HOW IS THIS LEGAL ? $SPCX
BREAKING: Anthropic has urged for a global pause in AI development as artificial-intelligence models are nearing capability to improve without human intervention, per WSJ
The stock market has a funny way of making the most people look foolish.
It rallies when everyone expects a crash.
It crashes when everyone expects a rally.
That's why following the crowd is rarely an edge.
Goldman Sachs just dropped the most ambitious IPO pitch in Wall Street history. 🚀
SpaceX AI revenue: $3.2B today.
Goldman's projection by 2030: $322 billion.
That's a 100x increase in 4 years.|
Total SpaceX valuation they're pitching: $1.78 trillion.
The AI unit lost $6.4B in 2025.
Morningstar puts fair value at $780B — less than half that.
So who's right?
Goldman gets paid when the IPO succeeds. Remember that when you read their projections.
This is the most important IPO of the decade. Know what you're buying before you buy it.