Randy Florke

Jack-of-all-home-trades. Owner of real estate firm The Rural Connection and interior design firm The Rural Collection.

[Randy Florke @RandyFlorke]

@DavidKWilliams Not sure I buy the hype until Jensen actually says something himself. He's too calculated to let rumors drive the narrative.

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

🇺🇸 $NVDA — Something big may be coming.

Jensen Huang rarely steps out unless the AI infrastructure story is getting bigger.

Now the market is watching for a major announcement, with rumors pointing to deeper AI compute partnerships.

Nothing is confirmed yet.

But one thing is clear:

AI demand is still exploding.

SpaceX is signing massive compute deals.
Google needs more GPUs.
Anthropic needs more capacity.
And $NVDA is still at the center of the entire AI supply chain.
The real trade is not just AI models.
It is chips, data centers, power and compute.
Watch:

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

Extreme volatility may be coming.

Don’t chase blindly.

Follow compute.

[Randy Florke @RandyFlorke]

@ChizNobi Makes you wonder if all this compute chasing just ends up as a massive energy crunch down the line. Land and talent are getting squeezed too.

[Randy Florke @RandyFlorke]

@aspfrt Midterms always shake things up, but people keep acting surprised. Feels like we're just catching our breath before the next dip.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

This SpaceX x Google deal is way bigger than another AI headline.

Google is supposedly paying SpaceX $920M a month for AI compute until 2029.

That covers roughly 110,000 NVIDIA GPUs inside SpaceX data centers.

Here's what that tells me:

Even Google doesn't have enough compute power.

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

It's about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure

Spacex was always rockets and satellites.
Now it's turning AI compute into a money maker.
After the Anthropic deal, SpaceX's AI compute contracts could pull in about $26B yearly.

That's crazy.

Stocks I'm eyeing from this trend:

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

$TSLA isn't direct SpaceX, but the whole Elon AI infrastructure story will still matter.

My take is straightforward:

AI isn't just software anymore.

AI is turning into an infrastructure race.
Don't chase hype.
Follow compute.

[Randy Florke @RandyFlorke]

@XAUUSD_Market 確かにゴールドは騙しやすい相場だからね。サポートラインだけで飛びつくと痛い目見るパターン、何度も見てきたわ。

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

ずーっと前から「ゴールドはまだ下がる余地あるよ」って警告してたんだよね📉

それなのに、価格が安く見えたりサポートライン近くだからって理由で買い続けてたトレーダー多すぎた。

市場は希望や感情で動かないからね⚠️

大事なのはトレンドを読んで資金の流れに乗ること📊

ここは忍耐

[Randy Florke @RandyFlorke]

@josephcurl So is this just hype around a rumor or is there actual confirmation somewhere? Feels like another day in the stock market circus.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

🚨 $ASML just got linked to Elon Musk’s latest big chip move.

Rumors say $ASML is bringing Elon into a private employee meeting to talk about the $55B Terafab project related to $TSLA and $SPCX.

The main idea is simple:

Terafab aims to make cutting-edge 2nm chips for AI, robots, and space computing.

This isn’t just about $TSLA cars.

It’s Musk trying to take over AI hardware.

Watch:

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

Not financial advice.

[Randy Florke @RandyFlorke]

@XAUUSD_Riku 安いと思って買うのは素人考えだよね。流れを読むのがプロ。

[📊FX|XAUUSD|USDJPYドル円|ゴールドロング|EA|BTC|ETH投資 @XAUUSD_Riku]

かなり前からっつってたけど、ゴールドはまだ下がる余地あるよって警告してたんだよね📉

なのに、値段が安く見えるとかサポート近いって理由で買い続けてるトレーダーが多かった。

相場は願いや感情には報いてくれないんだよ⚠️

大事なのはトレンドを理解して、資本の流れに従うこと📊

[Randy Florke @RandyFlorke]

@flakeybrunette Market always lags behind reality. By the time most people realize what they're looking at, the price already moved.

[Randy Florke @RandyFlorke]

@BlockheadsMedia The market still prices them like a legacy ad company but their infrastructure moat is insane.

[Randy Florke @RandyFlorke]

@MissBehave2121 Feels like every chip stock is suddenly an AI play. Hard to tell who actually delivers and who just rides the hype.

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

$MU is quickly turning into a huge name in AI infrastructure.

The idea is pretty straightforward:

AI models keep getting bigger.
Data centers are expanding fast.
Memory bandwidth is becoming a real bottleneck.
That’s good for Micron.
Micron covers HBM, DRAM, NAND, and data-center storage—stuff that’s key for AI servers and cloud setups.

That’s why I don’t see $MU as just another memory cycle stock anymore.

To me, it’s an AI infrastructure supplier.

Here’s what I’m watching:

$MU — AI memory
$NVDA — AI compute
$AVGO — networking / custom chips
$TSM — advanced manufacturing
$ASML — lithography bottleneck

My approach:

Don’t blindly jump on strength.
Look for dips.
Watch if buyers hold key support.
Only buy when the risk-reward makes sense.
Not financial advice.

[Randy Florke @RandyFlorke]

@BlockheadsMedia I get the dip, but Broadcom's custom chip pipeline is a longer game. Market ADHD strikes again.