Alex Mercer

Senior US Stock Analyst & Macro Strategist. Tracking AI Tech, Semis & Market Catalysts.

[Alex Mercer @RitadeCSB]

👉https://t.co/fW3MEoaxfo

I’ve created a community specifically for stock investors in the U.S. to facilitate discussions. I’ve already received a lot of encouragement and seen great results， free for now — daily watchlists, trade ideas, and real-time market updates included

[Alex Mercer @RitadeCSB]

Nvidia built the "brain," while Arista ($ANET) built the "nervous system"!

Don't sit on the sidelines—Arista has just staged a powerful breakout above key resistance, with its stock price surging past $181! 🔥 No matter how many H200 or Blackwell chips Meta and Microsoft purchase, they must rely on Arista’s proprietary 800G/1.6T switching platforms to interconnect them.

Ignore the noise surrounding recent, pre-planned insider selling; "smart money" is actively building positions ahead of the Q2 earnings release on August 4th.

This is strong upward momentum driven by institutional capital. Don't wait until the stock breaks $200 and you're chasing highs out of FOMO. Want our precise accumulation ranges and macro stop-loss levels? DM me or click the pinned link now! 🚀

#ANET #StockMarket

[Alex Mercer @RitadeCSB]

"Smart money" is actively positioning itself for the next phase of the semiconductor super-cycle by aggressively buying $TSM (TSMC)—a company occupying a critical bottleneck position in the supply chain.

$TSM’s stock price has just staged a strong rebound from a key moving average. With insiders actively increasing their stakes and revenue surging 30% year-over-year, this technical pullback presents a prime opportunity to capture "Alpha" (excess returns). As the next wave of AI infrastructure build-out accelerates, clinging to cash will only cause you to miss out and fall behind.

📢 Our Alpha investment community has decisively established positions at a key structural support level, adding $TSM to our core long portfolio.

Want to track our trades in real-time and get exclusive access to our "H2 2026 Million-Dollar Profit Plan" watchlist? ☝️Click the link in our bio to get it for free.

#TSMC #StockMarketAnalysis

[Alex Mercer @RitadeCSB]

$ETN
AI chips cannot run without massive grid upgrades. Capitalize on this critical bottleneck in the utility sector by keeping an eye on Eaton (Ticker: ETN) ⚡

1️⃣ Catalyst: Power demand from data centers is surging. Eaton’s backlog of electrical equipment orders has hit an all-time high, meaning long-term structural demand for grid expansion will translate directly into robust net profits.

2️⃣ Prime Opportunity: After pulling back from a high of $436, the stock has successfully completed a perfect retest of the key $395 support level. Valuations have corrected significantly, offering a low-risk entry point. A price reversal pattern is currently forming within a zone of institutional accumulation.

#StockMarket #Trading

[Alex Mercer @RitadeCSB]

The AI compute boom is accelerating, but even the most advanced chips are useless without power and cooling. Let's talk about the absolute master of the AI physical bottleneck: Vertiv $VRT 🚀

1️⃣ Massive Growth Catalyst: Vertiv just expanded its global footprint with a new manufacturing facility in Johor, Malaysia, directly targeting the fastest-growing data center hub in the world. They are massively scaling up liquid cooling and modular power production to accelerate the monetization of their staggering $15B backlog.

2️⃣ Healthy Shakeout: The recent 20%+ pullback from its high of $379 down to the $300 level successfully flushed out the weak hands, retesting and solidifying the $305–$306 previous resistance-turned-support zone.

3️⃣ The Core Logic: For $VRT , the question isn’t "is there demand?"—it's "can they build fast enough?" With new capacity officially coming online, H2 earnings guidance is highly likely to crush Wall Street expectations.

Holding strong above $300, the right-side rally has officially ignited. Retesting all-time highs is just a matter of time. 💡 Are you positioned in this "AI physical moat" yet? Drop your thoughts below, or click the link in my bio to join our Private Lounge for the full 《July US Market High-Alpha Focus List》! 👇

[Alex Mercer @RitadeCSB]

$AVGO
AVGO previously underwent a deep pullback from highs near $480, establishing solid technical support—forming a double-bottom pattern—around the $360 level.

Today, the stock gapped up sharply on massive volume, briefly surging to $390.34. Although it is currently facing some selling pressure from short-term holders trapped at higher levels (trading around $385.07), the structure of a bullish reversal is clearly taking shape.

As long as the stock can hold above $380 on strong volume, the gap left behind will serve as a new, robust support level, paving the way for a rebound toward the $400–$420 resistance zone.

#StockMarket #Trading #TechnicalAnalysis

[Alex Mercer @RitadeCSB]

@KobeissiLetter Feels like every time we think inflation is dead, something pulls it right back😂

[Alex Mercer @RitadeCSB]

@StockSavvyShay China is approving limited H200 purchases — but only for training. Inference stays domestic.
Smart hedging. Buy time, build local, break free.
Nvidia gets a foot in the door. China keeps the keys to the house.

[Alex Mercer @RitadeCSB]

@BullTheoryio Apple is building an American semiconductor fortress — one supplier at a time. This isn't about patriotism. It's about control, margin, and survival in a fractured world.
And Broadcom just became one of the most important companies in tech, period.

[Alex Mercer @RitadeCSB]

@StockMKTNewz This is no longer just about chips,it is about technological sovereignty. The United States opened the door, but China chose not to step through it.

[Alex Mercer @RitadeCSB]

$VRT +💵💵💵

[Alex Mercer @RitadeCSB]

While the market remains fixated on AI chips, many are overlooking the truly critical bottleneck in the computing infrastructure CapEx cycle: the physical infrastructure for power and cooling. ⚡️❄️

As the undisputed leader in data center power management and liquid cooling technologies, Vertiv ($VRT) stands at the forefront of this structural wave.

📊 Market Observation:
Following a strong upward trend, $VRT’s stock price has recently been consolidating at high levels, trading within the $300–$318 range. In today’s highly volatile market environment, this high-level consolidation appears to be a process of shaking out weak hands and building momentum for the next surge in data center construction.

[Alex Mercer @RitadeCSB]

Massive Plunge 🚨

US stock markets wiped out $500 billion in market value within just five minutes of the opening bell.

[Alex Mercer @RitadeCSB]

$CACI As a core technology contractor for the US military and intelligence community, CACI is experiencing a significant pullback, but the fundamentals remain solid:

Business Foundation: Deeply integrated into US defense and intelligence systems, focusing on cybersecurity, electronic warfare, and critical IT infrastructure updates.
Recent Volatility: Facing sharp fluctuations due to the tech sector correction and macroeconomic interest rate expectations.
Valuation Perspective: Despite short-term volatility, some market analysis suggests potential undervaluation following the recent adjustment, with several institutions maintaining "Buy" ratings.
Risk Warning: Highly dependent on US government budgets; increased contract competition and policy shifts remain key uncertainties.

#CACI #Stocks

[Alex Mercer @RitadeCSB]

@aleabitoreddit Despite its DoD designation, Hesai’s partnership with Nvidia has deepened. Hesai was selected for Nvidia's DRIVE AGX Hyperion 10 platform and joined the "NVIDIA Halos AI Systems Inspection Lab" in March 2026 for functional safety, cybersecurity, and AI compliance validation.

[Alex Mercer @RitadeCSB]

While the market remains fixated on AI chips, many are overlooking the truly critical bottleneck in the computing infrastructure CapEx cycle: the physical infrastructure for power and cooling. ⚡️❄️

As the undisputed leader in data center power management and liquid cooling technologies, Vertiv ($VRT) stands at the forefront of this structural wave.

📊 Market Observation:
Following a strong upward trend, $VRT’s stock price has recently been consolidating at high levels, trading within the $300–$318 range. In today’s highly volatile market environment, this high-level consolidation appears to be a process of shaking out weak hands and building momentum for the next surge in data center construction.

[Alex Mercer @RitadeCSB]

@AlexYangBao @TrendSpider Bold call! But with a -35% drop in just 5 sessions, the technical damage is significant. Parabolic unwinds usually need a consolidation period to establish a real base before aiming for new ATHs. What’s your thesis for the quick turnaround?

[Alex Mercer @RitadeCSB]

As the post notes, this narrative shift is happening in a volatile environment where investors have already reacted sharply to CapEx concerns. While the stock price saw a positive reaction to the cloud monetization reports on July 1, the broader market remains sensitive to whether this spending will ultimately lead to sustainable returns on invested capital.

[Alex Mercer @RitadeCSB]

The market rally is an illusion of breadth. While headline indices reach new highs, 59% of S&P 500 tech stocks are in a bear market, masked by a few dominant AI chip names. For ETF holders, this narrow participation signals hidden systemic weakness beneath the index's performance.

[Alex Mercer @RitadeCSB]

The reduction in the expense ratio is a clear positive. For investors holding long-term positions in the Nasdaq index, even if a 0.06% difference in the expense ratio appears insignificant in the short term, the savings in long-term holding costs become substantial when accounting for the effects of compounding and the growth of asset size.