July tech buy levels (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120. Enter on dips with catalyst confirmation, small size, 3-6 month horizon on AI cycle
Amazon's Trainium3 is ramping up—Q3 custom chip shipments could jump 20-30%, showing serious internal AI confidence. Rack-scale production starts July. Hyperscaler spending stays strong for NVDA, AVGO, GOOG.
For me, AMZN is a core hold. Keep an eye on broader AI infrastructu
AI playbook split. Storage & power still standing.
$SNDK — Grabbed around $254 last Nov. Now up 635%. AI storage demand is legit. Tomorrow's 13F should be interesting.
$IREN — From Bitcoin mining to AI data center. Renewable energy + flexible compute makes for a solid se
Gold is still stuck in a tight range with no real direction. 🥱 Bulls and bears are pretty evenly matched, and momentum has definitely slowed down. Maybe the FIFA World Cup is distracting everyone? ⚽📉
Historic ETF launch just happened 🚀
$SPCH (2x Long SpaceX) saw $4 BILLION traded in its first week — that's more than any other ETF ever, beating IBIT & DRAM.
And it did it in only 4 trading days because of the holiday week.
(Info from @EricBalchunas. Just for fun, no
Apparently 4 months wiped out a whole year of wage growth when you factor in inflation. So workers now are pretty much where they were when Trump became president again, according to Axios.
The results say it all 🏆
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