🚨 The market is brutal right now. Most investors are on their own. That’s the real problem.
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#Stocks #StockMarket #Investing #Trading #WallStreet #AI #ArtificialIntelligence #Semiconductors #NVIDIA #Micron #SanDisk #TechStocks #GrowthStocks #Bitcoin #StockMarketNews #Tesla #TSLA
@coach_juice_bsb Smart money asking “which industries benefit” is cute until you realize defense and gov data were the trade two years ago. $PLTR isn’t hiding. People just ignored it.
@Invest_Brandon You and @BlueStripFlip
are who I go to when it’s bad. The thinking’s there, so tomorrow’s trade shows up fast. Appreciate it, don’t go quiet.
Summit’s live. Same list, still on it.👇
World Summit AI Day 1 is on in Amsterdam. 10,000+ people, sovereign AI, power, and infrastructure still the whole conversation. Not chasing a new basket. Sticking with the 1-week list from yesterday.👇
$NVDA 239, watching 270+. Still the core engine.
$AMD 632, watching 714+. Custom silicon and data-center GPUs.
$AVGO 363, watching 410+. Custom silicon plus AI networking.
$CRDO 212, watching 240+. Bandwidth is the next scarce resource.
$VST 145, watching 164+. AI data centers need power.
$CEG 268, watching 302+. Nuclear baseload for the buildout.Power, chips, enterprise AI. Cleanest setup on the board. Headlines can move it. The trade was already there.
Follow or DM me.
Premarket read every day before the open.
Yeah the 1.2T yuan reverse repo on Oct 8 is real, but the tweet’s hyping it. That’s only like $170B, and a big chunk is just rolling over cash that was already gonna mature — not some brand-new stimulus bomb. PBOC does this stuff all the time to keep banks liquid around holidays. Markets already knew.
$TSLA $NVDA $PEP
Those three are the whole week for me.
Friday’s jobs number was ugly and the market loved it. +29k payrolls vs about 90k expected, prior months revised down, unemployment up to 4.2%. October hike odds went from roughly 64% a week ago to the low 20s. Growth caught a bid. Nasdaq +1.2%, S&P +0.7%, Dow +0.5%. VIX back near 15.
I’d fade the victory lap though. Dow and S&P still finished the week red. Only the Nasdaq closed green. The 10-year is still hanging around 5.3% after a 24-year high. Soft labor helps multiples. It doesn’t fix oil. OPEC+ held November steady, Brent’s still over $100, and that premium hasn’t gone anywhere.
$TSLA ripped almost 5% on deliveries. Next week is whether it holds, not the open.
$NVDA is still the engine. Yields back up, it feels it first.
$PEP Thursday morning. First clean read on the consumer.More useful than the macro takes.
Monday is ISM services. Watch prices, not the headline. Wednesday’s Fed minutes won’t even include Friday’s jobs miss. Delta’s Friday if you want the travel/oil angle.
Bad news can keep working until yields break higher again. Trading the bounce. Not marrying it.
Called it premarket on $NVDA. Told you the tape was bid before the bell, and they ran it exactly like that. Not luck. Screen was loud. If you faded the call, that’s on you.
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