LA Kitty

[LA Kitty @KChriqui]

Man Group says AI credit markets could be headed for a 'violent' correction 😳

[LA Kitty @KChriqui]

US retail sales for May hit +0.9% month-over-month, beating the expected +0.5%. Pretty solid number! 📈🇺🇸

[LA Kitty @KChriqui]

Kevin Warsh's Fed is about to announce its very first rate decision.

[LA Kitty @KChriqui]

@XAUUSD_Navi 金も株も下げてるとなると、現金持ってるのが一番安心って流れになりがちだよね。ただ、底値狙いで動く人もいるから、ここからどうなるかは読めないな。

[💖FX|XAUUSD|USDJPY（GoldEA）ドル円|トレーダー @XAUUSD_Navi]

金の相場、今日の高値から約85ドル下落してるよ📉
午後にはちょっと戻したけど、まだ下げトレンドが終わったとは言えないね。

全体のムードはリスクオフが続いてて⚠️
米国株も結構キツい状況：
$SPY 📉 $SPX 📉 $QQQ 📉
特にテック株の利確が激しくて、投資家みんな慎重になってる。

株が

[LA Kitty @KChriqui]

@KpopEdThingz 金も株も一緒に下がると、現金持ってる安心感が半端ないな。まだ買い時かどうかは様子見。

[トレーダー|FX|XAUUSD（GoldEA）ドル円|トレードワークス @KpopEdThingz]

金相場アップデート📊

今日の高値から約85ドル下落したゴールド📉

午後に少し戻す動きはあったけど、まだ下げトレンド終了とは言い切れない。

ファンダ的にはリスクオフ継続中⚠️
米国株も結構キツい：

• $SPY 📉
• $SPX 📉
• $QQQ 📉
全部売られてる。
特にハイテク株は利確が

[LA Kitty @KChriqui]

@MissBehave2121 Sounds good on paper but I'll believe it when I see how it plays out for people not already in the loop.

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

🚨 AI might turn into the biggest political bet of the coming decade.

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

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

If companies like OpenAI, Anthropic, and xAI become the most valuable in history, the public should benefit from that growth.

This isn't your typical policy announcement.

This is a clue.

Sam Altman floated the idea first.
Bernie Sanders wants to push it even further with a 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 fighting the ultra-rich.
Trump made his name protecting them.
They almost never agree on money matters.
But now both sides see AI and say the same thing:

This tech is too massive to be controlled by a handful of people.

That tells me one thing:
AI isn't just a tech topic anymore.
AI is becoming a story about national wealth.

The private players are clear:

OpenAI
Anthropic
xAI

But the public market side is where investors should keep their eyes:

$MSFT — OpenAI ecosystem
$AMZN — Anthropic + AI cloud
$GOOG — AI models + cloud + infrastructure
$NVDA — AI chips
$AVGO — custom AI chips
$AMD — AI GPU challenger
$META — AI platform + data centers
$TSLA — xAI / robotics / autonomy narrative
$ORCL — AI infrastructure demand

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

When politicians from totally opposite ends start arguing over who gets the AI profits, that means the real money is already too big to miss.

My take is simple:
Don't chase every AI rumor.
Don't blindly jump on hype.
Look at the companies controlling compute, cloud, chips, data, and distribution.
That's where the real power lies.

AI isn't just changing tech.

AI is changing who owns what.
Not financial advice.

[LA Kitty @KChriqui]

@meloncurls21 ASML betting on 2nm for AI makes sense, but pulling Musk into internal meetings feels more like hype than a done deal. Let’s see if the roadmap holds up.

[LA Kitty @KChriqui]

@Ragequeen__ Down 5% today and the P/E is still 21? Feels like the market is pricing in a lot of future growth that might not materialize if ad spending slows.

[LA Kitty @KChriqui]

@ChizNobi Memory bandwidth is definitely the unsung hero in all this AI hype. Curious how long it takes for the rest of the market to catch on.

[LA Kitty @KChriqui]

@Ragequeen__ Stock drops don't always mean the thesis is broken. Infrastructure spending is still heavy, just not priced in perfectly right now.

[LA Kitty @KChriqui]

@DavidKWilliams That's wild money even by hyperscaler standards. Must be tied to Starshield or some serious data processing needs on the satellite side.

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

🚨 SPACEX just signed a massive compute deal with Google.
SpaceX disclosed a cloud agreement where Google will pay $920M per month from October 2026 to June 2029.
That is not a small contract.
That is almost $11B per year in AI compute demand. 🔥
The capacity reportedly includes around 110,000 $NVDA GPUs, plus CPUs, memory, and related infrastructure.
The market keeps looking at SpaceX as only a rocket company.
Wrong.
SpaceX is becoming:
space infrastructure
Starlink connectivity
AI compute demand
satellite data networks
next-generation cloud infrastructure
This deal also proves one thing:
AI demand is still not slowing down.
If Google needs this much compute, then the real winners are not only SpaceX.
Watch the full AI infrastructure chain:
$GOOG — cloud + AI platform
$NVDA — GPU compute
$AVGO — networking + custom chips
$MU — memory / HBM
$TSM / $ASML — chip manufacturing backbone
This is not just a SpaceX story.
This is another signal that AI infrastructure spending is entering a much bigger phase. 🚀
Not financial advice.

[LA Kitty @KChriqui]

@care22t Momentum plays are risky but this sector isn't slowing down anytime soon. Curious if the pullback is just profit-taking or something deeper.

[FX_Brooks-Stock Trading Analyst【Nasdaq S&P500】 @care22t]

🚨 $TSM has seen some big swings in the last couple days.
TSMC shot up from about $417 to nearly $449, showing some serious short-term momentum. That's a sign the market still believes in semiconductors, AI chip production, and advanced process demand.
Then it pulled back to around $427, but bounced right back toward $447. 📈
What this really shows:
Buyers are still stepping in when prices dip, and the bullish trend isn't completely broken yet.
Technically, the first key support level to keep an eye on is:
$432–$439
That's an important short-term support zone. If $TSM drops into that area and holds steady, it might be a spot to watch for a small position. 🎯
If $432–$439 holds, the pullback could just be normal after a sharp rise, and $TSM might try to hit that $449 high again.
But if that support gives way, the short-term setup could weaken.
The next stronger support would be around:
$419–$422
If the price falls below the first support and heads toward $419–$422, that would mean bigger selling pressure and a deeper drop risk. Given $TSM's large size, more downside could mean more market value lost. ⚠️
This isn't just about $TSM though.
The whole U.S. market feels some pressure. $SPX, $NDX, and $QQQ are pulling back, and tech and semiconductor stocks are cooling off together.
Also keep an eye on $SMH.
If $SMH keeps weakening, it means money is still flowing out of semiconductors, which could hurt $TSM short-term.
If $QQQ and $SMH stabilize, $TSM has a better shot at attracting capital back. 📊
Long-term, $TSM's core story hasn't changed.
TSMC is still the global leader in advanced semiconductor manufacturing, with big ties to $NVDA, $AAPL, $AMD, $AVGO, and $QCOM.
AI chips, data centers, high-performance computing, smartphone chips, and advanced process upgrades are still the main long-term drivers for $TSM. 🚀
My take is simple:
Don't chase after a big move.
Watch that $432–$439 support zone closely.
If it holds, it might be a spot to watch for a small position.
If it breaks, strong support is at $419–$422.
Also check if $SPX, $NDX, $QQQ, and $SMH can stabilize.
$TSM's long-term story is solid, but short-term moves need to respect market pressure, semiconductor cooling, and profit-taking after a big rally.
⚠️ This is just market analysis, not financial advice. Do your own research.