MaplewoodGranville

Fictional Investment Firm Sharing Opinions on Financial Markets (NFA)

[MaplewoodGranville @MaplewoodGrandV]

The great rotation out of semis is coming in 2027.

Beneficiaries = users of AI and gatekeepers of compute

Banks, healthcare, insurance, payment, hyperscalers, hotels, cloud and enterprise AI companies

$DIA $SPY

[MaplewoodGranville @MaplewoodGrandV]

@MikeZaccardi @DualityResearch Gotta look at rev growth. Also, GDP components aren’t comparable to S&P500

[MaplewoodGranville @MaplewoodGrandV]

Feels like 2027 will be finally be the year where the rotation out of semis into cloud + power + AI beneficiaries happens

[MaplewoodGranville @MaplewoodGrandV]

Muse is another ChaptGPT moment and will start the war of Agentic consumer use cases.

$META $GOOGL

[MaplewoodGranville @MaplewoodGrandV]

If you really think about it, being bearish is more arrogant than being bullish.

Imagine watching a technological revolution unfold and assuming it’s not that big a deal—that we’re overestimating its progress and impact.

$SPY $QQQ $IWM $NVDA

[MaplewoodGranville @MaplewoodGrandV]

@Mr_Derivatives If you check and care about futures at 830pm… markets may own you

[MaplewoodGranville @MaplewoodGrandV]

What if $AAPL decides to ramp capex ?

$QQQ $SMH $SPY $NVDA

[MaplewoodGranville @MaplewoodGrandV]

Imagine when $GOOGL releases their Muse

[MaplewoodGranville @MaplewoodGrandV]

Alexandr Wang is on a generational run

$META

[MaplewoodGranville @MaplewoodGrandV]

@munster_gene The success of Muse has literally nothing to do with any of these other technologies…

[MaplewoodGranville @MaplewoodGrandV]

@fundstrat Nice segment on CNBC, Tom.

[MaplewoodGranville @MaplewoodGrandV]

Muse is the proof that Agentic is real and it works.. well.

That wasn’t priced in at the summer highs.

$META $QQQ $NVDA $SPY

[MaplewoodGranville @MaplewoodGrandV]

If Trump is smart he would let Nvidia sell chips to China.

Nvidia has 0 China revenue in their guidance.

The stock would rip higher taking the indices with it.

Higher stock market =
Good for him for the midterms

$NVDA $QQQ $SPY $BAI

[MaplewoodGranville @MaplewoodGrandV]

$NVDA Trump x Xi Summit

Potential catalyst ?

[MaplewoodGranville @MaplewoodGrandV]

@citrini Lmao

[MaplewoodGranville @MaplewoodGrandV]

$QQQ $TQQQ $BAI $AMD $INTC $NVDA and it begins

[MaplewoodGranville @MaplewoodGrandV]

Conditions in place for a massive chase of the AI names into YE

$AIPO $BAI $QQQ $TQQQ $ARTY

[MaplewoodGranville @MaplewoodGrandV]

@TradingThomas3 Muse $META

[MaplewoodGranville @MaplewoodGrandV]

@alphacharts365 It’s AI and much more

[MaplewoodGranville @MaplewoodGrandV]

How poetic would it be if Trump makes a deal with Iran right before the midterms…

$SPY $QQQ

[MaplewoodGranville @MaplewoodGrandV]

Conditions in place for a massive chase of the AI names into YE

$AIPO $BAI $QQQ $TQQQ $ARTY