claire17

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[claire17 @Jriv17]

@ChizNobi Election years always bring this kind of anxiety, but the real question is how much of this is priced in already. Could go either way.

[FX_Bryce-Stock Trading Analyst【Nasdaq S&P500】 @ChizNobi]

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

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

The US is heading into another midterm election season, and history hasn't been kind to stocks during these times.

Since 1926, solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr has seen an almost 18% average drop before midterms.

The issue is, today's market looks even shakier:

Valuations are high.
Top 10 stocks make up nearly 40% of the S&P 500.
AI became Wall Street's most crowded bet.
Rate cut hopes are fading.
Oil is back above $90.
Yields are climbing.
Liquidity is getting tighter.

This isn't just a normal dip.
It's a market leaning on a few big names:
$NVDA $MSFT $AAPL $AMZN $GOOG $META $AVGO $TSLA

When leadership is that narrow, one crack can turn into a full-blown panic.

My take:
Don't chase every bounce.
Keep an eye on $SPY and $QQQ.
If selling keeps up, this midterm cycle could lead to a way bigger reset.

Cash isn't weakness.
Patience is strategy.

Not financial advice.

[claire17 @Jriv17]

@AliShahReinvent Interesting how efficiency often matters more than raw scale in the long run. Still curious about accuracy trade-offs though.

[FX_Rowan-Stock Trading Analyst【Nasdaq S&P500】 @AliShahReinvent]

AI isn't just getting bigger.

It's getting cheaper too.

TurboVec, based on Google Research's TurboQuant, can slash AI vector memory from 31GB down to 4GB.

That means:

Less memory.
Faster searches.
Offline AI.
No costly GPU clusters.
No relying on the cloud.

Everyone's focused on bigger models.
But the real change might be in cutting costs.
If AI gets cheaper to run, more people will use it.

The stocks to keep an eye on:

$GOOG $NVDA $MSFT $AMZN $META $AMD $AVGO

My take:

The next big AI opportunity isn't just about who builds the largest model.

It's about who makes AI cheaper, faster, and simpler to roll out.

[claire17 @Jriv17]

@omgitsbunnie Interesting breakdown. If Google is spending that much, they must see something in SpaceX's infrastructure that their own data centers can't match.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

This deal between SpaceX and Google isn't just another buzzword about AI.

Word is, Google is paying SpaceX $920M a month for AI compute through 2029.

That works out to about 110,000 NVIDIA GPUs sitting in SpaceX's data centers.

Here's what that tells me:

Even Google doesn't have enough compute power.

The real race in AI isn't about chatbots or models anymore.

It's about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure

SpaceX was always about rockets and satellites.
Now they're turning AI compute into a cash machine.
With the Anthropic deal, SpaceX's AI compute contracts could bring in around $26B in yearly revenue.
That's wild.

Stocks I'm keeping an eye on from this trend:

$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA

$TSLA isn't directly SpaceX, but the Elon AI infrastructure story still matters.

My take is simple:

AI isn't just software anymore.

It's becoming an infrastructure arms race.
Don't chase the hype.
Follow the compute.

[claire17 @Jriv17]

@Cobtribefan Sounds like a campaign slogan more than a policy. Who's actually going to enforce that the gains don't just trickle up again?

[FX_Reese-Stock Trading Analyst【Nasdaq S&P500】 @Cobtribefan]

🚨 AI could end up being the biggest political play of the next ten years.

Trump now wants everyday Americans to get a share of the AI boom.

Not just Wall Street.
Not just VCs.
Not just early backers.
Every single American.
The idea is straightforward:

If companies like OpenAI, Anthropic, and xAI turn into the most valuable firms ever, regular people should benefit too.

This isn't your typical policy announcement.

This is a wake-up call.

Sam Altman floated the idea first.
Bernie Sanders wants an even bigger public AI wealth fund.
Trump is now saying the government will explore it.

Think about how wild that is:

Bernie has spent his whole life going after billionaires.
Trump built his image protecting them.
They almost never see eye to eye on money stuff.
But now both sides are looking at AI and saying the same thing:

This tech is way too huge to be controlled by just a handful of people.

That tells me one thing:
AI isn't just a tech story anymore.
AI is becoming a story about who gets rich.

The private players are obvious:

OpenAI
Anthropic
xAI

But the public market angle is where investors should focus:

$MSFT — OpenAI ecosystem
$AMZN — Anthropic + AI cloud
$GOOG — AI models + cloud + infrastructure
$NVDA — AI chips
$AVGO — custom AI chips
$AMD — AI GPU rival
$META — AI platform + data centers
$TSLA — xAI / robotics / self-driving story
$ORCL — AI infrastructure demand

The market is still treating AI like a regular growth phase.
I don't think it is.

When politicians from totally opposite sides start fighting over who owns the AI upside, it means the real money is already too big to overlook.

My take is simple:
Don't chase every AI headline.
Don't buy hype without thinking.
Watch the companies that control compute, cloud, chips, data, and distribution.
That's where the real power lives.

AI isn't just changing tech.

AI is changing who owns what.
Not financial advice.

[claire17 @Jriv17]

@MissBehave2121 Not sure if this is actual tech progress or just another hype cycle to move stock. But if they pull off 2nm chips for robotics, that would actually change things.

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

🚨 $ASML just linked up with Elon Musk’s next big chip move.

Looks like $ASML is planning a private employee meeting with Elon to talk about the $55B Terafab project connected to $TSLA and $SPCX.

Here’s the main thing:

Terafab is aiming to make 2nm chips for AI, robotics, and space computing — top-tier stuff.

This isn’t just about $TSLA cars.

It’s about Musk trying to take over AI hardware.

Keep an eye on:

$ASML / $TSLA / $SPCX / $NVDA / $TSM

Not financial advice.

[claire17 @Jriv17]

@DavidKWilliams Memory bottlenecks are a real thing in AI workloads, I just wonder if the market is already pricing in all the HBM hype or if there's still room to run.

[claire17 @Jriv17]

@Cobtribefan That valuation still feels like it's pricing in decades of future wins. Energy storage is interesting but not sure it justifies the premium alone.

[FX_Reese-Stock Trading Analyst【Nasdaq S&P500】 @Cobtribefan]

🚨 $TSLA doesn't act like a regular car company at all.

Current price: $391.00
Today: -6.61%
Market cap: ~$1.38T
People keep focusing on Tesla's car sales numbers.
But that's just one piece of the puzzle.

The real $TSLA play is way bigger:

EV production
Energy storage
FSD
Robotaxi
AI robotics
Software ecosystem

If Tesla stays just an EV maker, its valuation looks pricey.

But if it becomes an AI mobility platform, that changes everything.
That's why $TSLA is always high-risk, high-reward.
My take:
I'm into the long-term story.
But I won't buy right after a big jump.
I'm keeping an eye on:
$TSLA — wait for dips
$NVDA — AI processing
$GOOG / $MSFT — AI systems
$AVGO / $TSM — AI backbone

Don't jump on hype.
Wait for solid levels.
Buy only when the risk-reward feels right. 🚀

Not financial advice.

[claire17 @Jriv17]

@aspfrt Every time the stock drops people say the story is bigger than cars. At some point you need actual revenue from those other pieces or it's just hype pricing.

[FX_Sienna-Stock Trading Analyst【Nasdaq S&P500】 @aspfrt]

🚨 $TSLA doesn't trade like a typical car company.

Current price: $391.00
Today: -6.61%
Market cap: ~$1.38T
Everyone keeps focusing on Tesla's car deliveries.
But that's just one piece of the puzzle.

The real $TSLA story is bigger:

EV scale
Energy storage
FSD
Robotaxi
AI robotics
Software ecosystem

If Tesla stays just an EV maker, the valuation looks steep.

But if it becomes an AI mobility platform, that's a whole different game.
That's why $TSLA is always high-risk, high-reward.
My take:
I like the long-term vision.
But I wouldn't chase big moves.

I'm watching:
$TSLA — wait for dips
$NVDA — AI compute
$GOOG / $MSFT — AI platforms
$AVGO / $TSM — AI infrastructure

Don't chase hype.
Wait for support levels.
Buy only when risk-reward is right. 🚀

Not financial advice.

[claire17 @Jriv17]

@MikePinto3 I wonder how much of that compute is actually going toward Starlink infrastructure vs. Mars planning. Either way, that's a staggering number for cloud services.

[FX_Archer-Stock Trading Analyst【Nasdaq S&P500】 @MikePinto3]

🚨 SPACEX just locked in a massive compute deal with Google.
SpaceX revealed a cloud agreement where Google will pay $920M each month from Oct 2026 to June 2029.
This isn’t some tiny contract.
It’s almost $11B per year for AI compute power. 🔥
The deal includes about 110,000 $NVDA GPUs, plus CPUs, memory, and other gear.
People still see SpaceX as just a rocket company.
Nope.
SpaceX is turning into:
space infrastructure
Starlink internet
AI compute demand
satellite data networks
next-gen cloud systems
This deal also shows one thing:
AI demand still isn’t slowing down.
If Google needs this much compute, the real winners aren’t just SpaceX.
Look at the whole AI infrastructure chain:
$GOOG — cloud + AI platform
$NVDA — GPU compute
$AVGO — networking + custom chips
$MU — memory / HBM
$TSM / $ASML — chip manufacturing backbone
This isn’t only about SpaceX.
It’s another sign that AI infrastructure spending is moving into a much bigger phase. 🚀
Not financial advice.

[claire17 @Jriv17]

@Cobtribefan Fast moves like that usually trap late buyers before a shakeout. Let's see if it holds above $420 first.

[FX_Reese-Stock Trading Analyst【Nasdaq S&P500】 @Cobtribefan]

🚨 $TSM has been swinging wildly these past two days.
First it jumped from around $417 to nearly $449, showing some serious short-term strength. This lines up with ongoing confidence in semiconductors, AI chips, and advanced manufacturing demand.
Then it dropped back to about $427, but bounced quickly back toward $447. 📈
What this tells me:
Buyers are still stepping in when it dips, and the bullish trend isn't broken yet.
Technically, the first key support to watch is:
$432–$439
If $TSM pulls back here and holds, it could be a spot to watch for small positions. 🎯
If that zone holds, this might just be a normal correction after a big rally, and $TSM could try to retest $449 again.
If that support breaks, though, the short-term setup could weaken.
Next stronger support is around:
$419–$422
If it falls below the first zone and heads toward $419–$422, that suggests more selling pressure and a deeper correction risk. With $TSM’s huge market cap, further drops could mean more value lost. ⚠️
This isn't just about $TSM alone.
The broader U.S. market is also under pressure. $SPX, $NDX, and $QQQ are all pulling back, and tech and semiconductor stocks are cooling off together.
Also keep an eye on $SMH.
If $SMH keeps weakening, it means capital is still leaving the semiconductor sector, which could weigh on $TSM short-term.
If $QQQ and $SMH stabilize, $TSM has a better chance of attracting money back. 📊
Long-term, the fundamentals for $TSM haven't changed.
TSMC is still the global leader in advanced semiconductor manufacturing, tied closely with major customers like $NVDA, $AAPL, $AMD, $AVGO, and $QCOM.
AI chips, data centers, high-performance computing, smartphone chips, and process upgrades are still the key long-term drivers. 🚀
My take is simple:
Don’t chase after big moves.
Watch the $432–$439 support zone closely.
If it stabilizes there, it could be a spot to watch for light positions.
If it breaks, the next strong support is $419–$422.
Also watch if $SPX, $NDX, $QQQ, and $SMH can stabilize.
$TSM’s long-term story is still strong, but short-term price action has to deal with broader market pressure, semiconductor cooling, and profit-taking after that big rally.
⚠️ This is just market analysis, not financial advice. Always do your own research.

[claire17 @Jriv17]

@aspfrt Hitting $163 then sliding back to $140 in a blink... that's not just profit-taking, that's the market reminding you how fast sentiment flips in this name.