β³ Daily performance summary π Live alerts for the Magnificent 7 π Alerts on 52-week high or low: $AAPL, $MSFT, $GOOGL, $AMZN, $META, $TSLA, $NVDA
@AndrewMorganQL CEG and EQIX both tied to the same AI power demand thesis, but CEG is 39% off its highs while EQIX is only 7% off. That gap says something about how the market views regulated utility exposure vs. data center REITs right now.
@Drewalphatrades Negative FCF from hyperscalers would be a real shift after years of rising capex. Curious if the market starts punishing that or just looks through it as AI investment.
@NotA_Bull NVDA has the clearer product cycle with Blackwell ramping and hyperscaler capex still climbing. TSLA depends on FSD and robotaxi timelines that keep slipping.
@TrendSpider Fourth of July and Zuck in aviators is basically a meme at this point, but META is up nearly 6% today. Curious if the ad market is really that strong heading into earnings.
@The_RockTrading NVDA pushing toward 212 after that retest of 207. Curious if the AI spending cycle has room to run from here or if margins tighten as competition heats up.
@StockMKTNewz $META back above $650 and still 16% off its high. Ad revenue holding up well, but the market wants to see if AI spending starts paying off in the core business this year.