Jerry Peters

[Jerry Peters @Jerryd3366]

@XAUUSD_GoldEA 85ドル下落って結構な幅だよね。でも午後のリバウンドだけで底打ち判断するのは早計か。もう少し様子見した方が良さそう。

[FX|XAUUSD（GoldEA）trend-analyze- Traders @XAUUSD_GoldEA]

XAUUSD Gold Market Update 📊

Gold has already fallen approximately $85 from today's high 📉

Although some rebound momentum appeared during the afternoon session, it is still too early to conclude that the broader downside trend has ended.

From a fundamental perspective, overall market sentiment remains risk-off ⚠️

U.S. equities are also under significant pressure:

• $SPY (S&P 500 ETF) 📉
• $SPX (S&P 500 Index) 📉
• $QQQ (Nasdaq-100 ETF) 📉
All continue to face selling pressure.
Technology stocks, in particular, are seeing aggressive profit-taking, leading investors to become increasingly cautious.

When major equity indices decline simultaneously, volatility often spreads across multiple asset classes, including Gold.

From a technical perspective, the 4375 area remains a critical battleground between buyers and sellers 📊

Whether price can hold above this level may determine the next major move.

For now, patience is key. Watch how the U.S. market reacts before making aggressive trading decisions 👀

More detailed analysis and trading plans will be shared in our evening update 📩

[Jerry Peters @Jerryd3366]

@MissBehave2121 That's wild money even for Google. Makes you wonder how many other companies are quietly relying on each other for cloud compute without admitting it.

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

So SpaceX and Google are doing this deal, and it’s way bigger than another AI headline. 🚀

Google is paying SpaceX $920M per month for AI compute until 2029.
That includes about 110,000 NVIDIA GPUs in SpaceX data centers.

This really shows me one thing:
Even Google doesn’t have enough compute.

The real fight in AI isn’t just chatbots or models anymore.
It’s about who controls:
GPUs
Data centers
Cloud capacity
Power
Infrastructure

SpaceX was always rockets and satellites, but now they’re turning AI compute into a cash machine.
After the Anthropic deal, SpaceX’s AI compute contracts could make around $26B a year.
That’s wild.

Stocks I’m keeping an eye on:
$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA

$TSLA isn’t direct SpaceX, but the whole Elon AI infrastructure story will still matter.

My take is simple:
AI isn’t just software anymore.
It’s an infrastructure arms race.
Don’t chase hype.
Follow the compute.

[Jerry Peters @Jerryd3366]

@care22t Sounds nice in theory but the execution would be a nightmare. Who decides how much 'every American' actually gets?

[Jerry Peters @Jerryd3366]

@flakeybrunette Musk talks to a lot of companies. Hard to tell if this is real or just pumping the stock before the meeting.

[Jerry Peters @Jerryd3366]

@XAUUSD_GoldEA 安いからって理由だけで買うのは確かに危ない。流れを読むって大事。

[FX|XAUUSD（GoldEA）trend-analyze- Traders @XAUUSD_GoldEA]

I clearly warned a long time ago that Gold still had room to move lower 📉

Yet many traders continued buying simply because price looked cheap or was sitting near support.

Markets do not reward hope or emotions ⚠️

What matters is understanding the trend and following the flow of capital 📊

This is a market that requires patience, discipline, and objective analysis.

Anyone who has been following my charts closely should understand why I repeatedly warned about further downside risk 👀

[Jerry Peters @Jerryd3366]

@MikePinto3 People love to simplify big companies down to one thing. I wonder if the cloud side can really compete with AWS long term though.

[Jerry Peters @Jerryd3366]

@josephcurl HBM is where the real bottleneck is right now. Interesting to see memory makers getting the spotlight instead of just GPU companies.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

$MU is quickly turning into a major player in the AI infrastructure space.

The basic idea is pretty straightforward:

AI models keep getting bigger.
Data centers are growing fast.
Memory bandwidth is hitting a wall.
That's where Micron comes in.
Micron deals with HBM, DRAM, NAND, and storage for data centers—all essential for AI servers and cloud setups.

That's why I don't see $MU as just a regular memory cycle stock anymore.

To me, it's an AI infrastructure supplier now.

Stocks I'm keeping an eye on:

$MU — AI memory
$NVDA — AI processing
$AVGO — networking / custom silicon
$TSM — chip manufacturing
$ASML — lithography gear that's a bottleneck

My plan:

Don't blindly chase after strong moves.
Wait for dips.
See if buyers show up at key support levels.
Only jump in when the risk-reward feels right.

Not advice.

[Jerry Peters @Jerryd3366]

@Ragequeen__ Process control isn't flashy but it's where margins live or die. The P/E still makes me nervous though, even with the dip.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

🚨 SPACEX just locked in a huge compute deal with Google.
SpaceX revealed a cloud contract where Google pays $920M each month from October 2026 through June 2029.
That’s not a small agreement.
That’s nearly $11B yearly for AI compute power. 🔥
The deal reportedly covers about 110,000 $NVDA GPUs, plus CPUs, memory, and other gear.
People keep thinking SpaceX is just a rocket company.
Nope.
SpaceX is becoming:
space infrastructure
Starlink internet
AI compute demand
satellite data networks
next-gen cloud systems
This deal also shows one thing:
AI demand is still going strong.
If Google needs this much compute, then the real winners aren’t just SpaceX.
Check out the full AI infrastructure chain:
$GOOG — cloud + AI platform
$NVDA — GPU processing
$AVGO — networking + custom chips
$MU — memory / HBM
$TSM / $ASML — chip making backbone
This isn’t only a SpaceX story.
It’s another sign that AI infrastructure spending is moving into a much bigger phase. 🚀
Not financial advice.

[Jerry Peters @Jerryd3366]

@DavidKWilliams Noticed that wild swing myself. A 30% move in two days on a stock that size feels less like fundamentals and more like algos and options gamma squeezing everything in sight.

[FX Team_Nasdaq|S&P500|US stock pick Trades @DavidKWilliams]

$MU volatility has expanded sharply over the past two trading days.
The stock first rallied from around $820 to nearly $1,088, showing very strong short-term momentum. This reflects that the market still has high expectations for AI memory, HBM high-bandwidth memory, and the recovery cycle in DRAM/NAND storage.
However, after that sharp rally, $MU pulled back significantly and once dropped to around $927. This does not mean $MU’s fundamental story has suddenly broken. Instead, after such a fast move, the short-term chart has entered a technical pullback and repair phase.
At this stage, the key is not to blindly chase a weak rebound, but to wait for confirmation near the major support zone.
From a technical perspective, the most important support area for $MU is around $857–$879.
If the stock pulls back into the $857–$879 zone and stabilizes, it would suggest that buyers are still stepping in. This area could be treated as a light-position watch zone.
But if this support zone breaks, the short-term structure may weaken significantly. Considering $MU’s strong previous rally, once key support fails, short-term capital may continue to exit, the stock may search for lower support, and market cap pressure could increase further.
This pullback is not only about $MU itself. It is also related to broader weakness in the U.S. stock market. Right now, $SPX, $NDX, and $QQQ are all facing pullback pressure, while technology and semiconductor stocks are cooling down together.
At the same time, $SMH, the semiconductor ETF, also needs to be watched closely. If $SMH continues to weaken, it means capital is still cooling off in the semiconductor sector, which could put more short-term pressure on $MU.
From a long-term perspective, $MU’s core logic remains intact. AI servers and data centers do not only need $NVDA GPUs. They also require massive amounts of high-speed memory and storage support.
HBM demand growth, DRAM/NAND price recovery, AI data center expansion, and the recovery of the semiconductor cycle remain the key long-term drivers behind $MU.
My view is simple:
Do not blindly chase in the short term.
Wait for support confirmation.
Watch the $857–$879 support zone closely.
If support holds, a rebound opportunity remains possible.
If support breaks, short-term risk may continue to increase.
$MU’s fundamental story has not suddenly disappeared. The stock is simply entering a short-term technical pullback and repair phase. Short term, watch support. Long term, watch AI memory demand and the semiconductor cycle.
⚠️ This is market analysis only, not financial advice. Please do your own research.

[Jerry Peters @Jerryd3366]

@DavidKWilliams Been watching this one too. Feels like a lot of people are piling in late because they missed the run from lower levels. Might sit on my hands until it pulls back to a better entry.