Mike Ponziani

[Mike Ponziani @MikePonziani]

Cathie Wood and Ark Invest just scooped up 54,815 shares of Tesla $TSLA yesterday 🚗⚡

[Mike Ponziani @MikePonziani]

Trump says Apple and Intel are teaming up to design and make chips right here in the U.S. 🇺🇸

[Mike Ponziani @MikePonziani]

So I’ve been thinking… should I finally start the Harry Potter series? Everyone keeps telling me it’s amazing, but I’m still on the fence. 🤔 What do you think? Worth the hype?

[Mike Ponziani @MikePonziani]

Even if Elon Musk somehow lost a trillion dollars, he'd still be the richest person alive. Wild, right? 💸

[Mike Ponziani @MikePonziani]

Breaking: SpaceX's valuation just surpassed Walmart and Tesla combined 😳💰

[Mike Ponziani @MikePonziani]

Check out the biggest shifts in open interest for $SPCX.

Crazy first day with more than 1.7 million options traded!

Get the freshest SPCX flows via Unusual Whales.

[Mike Ponziani @MikePonziani]

@ChizNobi Jensen doesn't move for small stuff. If he's out there, something's brewing behind the scenes.

[Mike Ponziani @MikePonziani]

@AliShahReinvent If this really runs offline without the cloud tax, that changes a lot for smaller devs trying to build something.

[Mike Ponziani @MikePonziani]

@omgitsbunnie Running stuff locally without burning cash on cloud GPUs sounds like the real game changer here.

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

AI isn’t just growing bigger.

It’s also getting cheaper to run.

TurboVec, based on Google Research’s TurboQuant, can cut AI vector memory from 31GB down to just 4GB.

What that means:

Less memory needed.
Faster searches.
AI that works offline.
No need for expensive GPU clusters.
No relying on the cloud.

Everyone’s focused on bigger models.
But the real change might be lower costs.
If AI gets cheaper to use, more people will adopt it.

The stocks to keep an eye on:

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

My take:

The next big AI play isn’t just about who builds the biggest model.

It’s about who makes AI cheaper, faster, and easier to actually use.

[Mike Ponziani @MikePonziani]

@jacknapierlive Sounds like populist talk to me. If they really wanted that, they'd start with public access to training data and open models.

[Mike Ponziani @MikePonziani]

@XAUUSD_Pr 警告自体は正しかったんだろうけど、誰もがそのタイミングでちゃんと聞けてるわけじゃないよね。自分も含めて、感情で動いてしまう瞬間ってあるし。

[💘FX|XAUUSD（GoldEA）ゴールド|ドル円|トレーダー|USDJPY @XAUUSD_Pr]

ずーっと前からゴールドはまだ下がる余地があるって警告してたんだよね📉
なのに多くのトレーダーは、ただ価格が安く見えたとかサポート付近だからって買い続けてた
相場は希望や感情に報酬をくれないよ⚠️
大事なのはトレンドを読んで資本の流れに乗ること📊
忍耐と規律と客観的な分析が必要な

[Mike Ponziani @MikePonziani]

@XAUUSD_Kaito 確かにあの時は皆んな「まだいける」って言ってたな。でも警告通りに動いてた人、どれだけいたんだろ。自分も含めて、つい安さに飛びつきたくなるんだよな。

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

ずっと前に金はまだ下がる余地があるってはっきり警告してたんだよね📉
でも多くのトレーダーは価格が安そうとかサポート付近ってだけで買い続けてた
市場は期待や感情には報いてくれないよ⚠️
大事なのはトレンドを理解して資金の流れに従うこと📊
この相場には忍耐と規律、客観的な分析が必要

[Mike Ponziani @MikePonziani]

@DavidKWilliams The cloud play is definitely underrated. If they can actually lock in enterprise AI clients, that's a whole different valuation story.

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

$GOOG ’s real business model is much deeper than advertising.

The market still sees Google as a search and ad company.

But the real structure is bigger:

Search = massive cash flow
YouTube = global attention
Google Cloud = enterprise AI demand
Gemini = AI product ecosystem
Android / Chrome / Gmail / Maps = global distribution
Waymo = long-term autonomous driving upside
That is why I view $GOOG as one of the most important AI platform companies.
The risk is also clear:
AI capex is rising.
Search competition is increasing.
Regulatory pressure remains.
My strategy:
Do not chase.
Wait for pullbacks.
Watch Cloud growth and Search monetization.
Add only when the chart holds key support.

Watchlist:

$GOOG / $MSFT / $AMZN / $META / $NVDA / $AVGO / $TSM

Not financial advice. 🚀