Thomas Bennett

Stocks, macro, and long-term investing.
Focused on durable businesses, strong balance sheets, and major market themes.
Patience is part of the strategy.

[Thomas Bennett @Thomas00g7]

If you follow the stock market but hate the noise, this page is for you.

I focus on the things that actually move stocks:

• AI & semiconductors
• Earnings & catalysts
• Breakout setups
• Support & resistance
• Energy & infrastructure
• Growth stocks with real momentum
• Market trends before they become obvious

I’m not here to post 50 tickers a day.

I’d rather find a few setups worth watching, explain the levels that matter, and tell you what would confirm or invalidate the idea.

Some trades will work.
Some won’t.

But the goal is always the same:

See the setup earlier.
Understand the risk better.
Ignore the noise.

Follow now. The next setup may already be forming.

[Thomas Bennett @Thomas00g7]

@javigarci86 Please turn on your message notifications.

[Thomas Bennett @Thomas00g7]

The debate over AI safety is heating up.

OpenAI CEO Sam Altman argues that society may have to accept some negative consequences to unlock AI's full potential.

Zscaler CEO Jay Chaudhry sees it differently.

His solution? Don't slow innovation. Test AI models more aggressively, strengthen cybersecurity, and build better safeguards before things go wrong.

Here's the bigger question:

Should AI companies be allowed to move fast and accept the risks, or should safety come first?

$ZS $MSFT $GOOGL $NVDA

#AI #Cybersecurity #Tech

[Thomas Bennett @Thomas00g7]

Comparing a company to Amazon at $0.77 is a bold claim. But big predictions mean nothing without real revenue, strong margins, and a clear path to profitability.

The real question is: If this opportunity is supposedly worth trillions, why aren't they telling us more about the actual numbers?

[Thomas Bennett @Thomas00g7]

@StockSavvyShay AI or SI, the name isn't what matters. Execution is.

Musk has a history of turning bold ideas into billion-dollar industries. But is this the beginning of the next major tech revolution, or just another rebranding exercise?

That's what investors should really be asking.

[Thomas Bennett @Thomas00g7]

@cjbehavior_ Absolutely. The real advantage of wealth isn't just having money. It's having access to cheaper capital and better opportunities.

[Thomas Bennett @Thomas00g7]

I’ll say this one last time If you’re under 45, the incoming market CRASH could be a generational opportunity to BUY insanely undervalued stocks at a massive discount. Here are 5 stocks I believe have 10X potential:
1
$BE

[Thomas Bennett @Thomas00g7]

@1bigsz Exactly. Wealth doesn't just buy freedom. It buys access to opportunities most people never get.

[Thomas Bennett @Thomas00g7]

$MU just delivered numbers that would normally send a semiconductor stock flying.

Instead, the stock pulled back.

That tells you exactly where we are in the memory trade.

The question is no longer whether AI demand is strong.

It clearly is.

The question now is whether Micron can keep margins, HBM demand, and pricing power strong enough to stay ahead of already massive expectations.

That’s the real battle for $MU from here.

[Thomas Bennett @Thomas00g7]

@GerberKawasaki Completely agree with this. You’re looking at the part of the market that actually matters.

[Thomas Bennett @Thomas00g7]

There’s a trading mistake I used to make a lot, hopefully this helps someone: It was focusing too much on the indexes. This is what used to happen a lot: I’d be obsessing about

$MU

and what it was doing. Was it above this moving average or that moving average? How many closes above? When it finally broke or did something I thought it was right, I used it as a green light. Well, what ended up happening was that I was missing the leaders every single time. I thought I had comfort and confidence from seeing a certain condition fulfilled, but all it did was lead me to have to scramble for entries. After a while, I realised something had to change. And that’s when the real realisation comes that leading stocks are always going to move and act ahead of the indexes. They are very often going to break out before them and also start breaking down before them. The leading stocks were the clue all along, not the general index. Once I started focusing on what the leaders were doing, my read of the market improved exponentially. I started seeing the ball so much better. This is not to say that using and studying the index is not valuable, I do it every day. But it’s about balancing these tools together, not putting all your eggs in that one basket. Nowadays, my situational awareness comes from whatever the leading stocks and my traction is telling me. Breadth tools and everything else is always a secondary. We are trading a market of stock stocks. Hope this helps somebody.

[Thomas Bennett @Thomas00g7]

Absolutely. The AI story is expanding beyond GPUs. Memory bandwidth and capacity are becoming critical bottlenecks as models get larger and data-center workloads become more demanding.

Micron’s results highlight that the AI infrastructure buildout is a much broader ecosystem — including HBM, DRAM, power, cooling, and networking. The companies enabling that infrastructure may become just as important to watch as the chip designers themselves.

The key question now is how sustainable the demand cycle will be and whether supply growth can keep pace with AI-driven consumption.

[Thomas Bennett @Thomas00g7]

🚨 THE TRUMP + AI STOCK WATCHLIST IS GETTING INTERESTING

Some investors are watching a familiar group of names:

$INTC
$MU
$AMD
And now the spotlight is shifting toward:
🔥 $BE
🔥 $NBIS
🔥 $AVGO

But here’s what really matters:

It’s not simply about who mentioned a stock.
It’s about whether the underlying AI infrastructure story is actually getting stronger.
$MU just gave investors a major data point:

💥 Q4 revenue: $54.23B
💥 Next-quarter revenue guidance: ~$61.5B
💥 Customer commitments: $32B
💥 AI-driven memory demand remains extremely strong

Micron management also said supply-demand conditions remain tight, with strong conditions expected to continue into 2028. {"fallbackMarkdown":"(Reuters)","reference":

[Thomas Bennett @Thomas00g7]

@elonmusk Elon, have any telescope / probe designers started roughly working out the kinds of things they could build, to make full use of Starship's capacity? Seems like those people would be pretty excited these days, with the potential.

[Thomas Bennett @Thomas00g7]

@JSCC2020Lee I agree with your perspective. I’ve sent over the information for you to review。

[Thomas Bennett @Thomas00g7]

🔥 $MU Micron: AI Memory Play — Is the Market Repricing the Next Semiconductor Cycle?

Investors are no longer watching just GPUs. The real AI infrastructure bottleneck may be happening behind the scenes: memory.

A new semiconductor cycle may be taking shape.

HBM, advanced DRAM, and AI data center demand are becoming the key drivers behind Micron’s potential valuation reset.

📌 Short-term catalysts to watch:

⚡ Continued HBM demand growth
⚡ Improving DRAM pricing trends
⚡ Strong earnings guidance and potential upward revisions
⚡ Whether the AI capital spending cycle remains durable
For years, MU was valued as a “cyclical memory stock.”
Now the market is asking:
👉 If AI-driven memory demand represents a structural shift, should Micron receive a higher valuation multiple?

But traders should also watch the risks:

⚠️ High expectations mean a lower margin for earnings disappointment
⚠️ Semiconductor stocks can experience sharp volatility after strong runs
⚠️ Any signs of supply recovery could change the market narrative

Short-term focus:

📈 Bulls are watching for earnings beats + stronger AI demand signals
📉 Bears are watching valuation pressure + signs of a memory cycle peak

The AI wave is still developing, but the winners will likely be the companies that can navigate the full semiconductor cycle.
$MU is sitting at the intersection of two powerful themes:
🔥 A cyclical recovery
🔥 An AI-driven growth re-rating

Key signals to watch in upcoming sessions:

📊 Trading volume
📊 Earnings expectations
📊 Institutional positioning
In semiconductors, nothing goes up forever — supply and demand always decide the next move.

#Stocks #MU #Micron #AI #Semiconductors #NASDAQ #TechStocks

(Not financial advice. For informational purposes only.)

[Thomas Bennett @Thomas00g7]

@stock_analysisx ￥MU is the first choice

[Thomas Bennett @Thomas00g7]

@BrandonWealth @stock_analysisx Some of the most watched Canadian stocks are $SHOP, $RY, $TD, $CNQ, $SU, $ENB and $CLS. $SHOP and $CLS are getting more attention lately because of the tech and AI infrastructure themes.

[Thomas Bennett @Thomas00g7]

@ParadisLabs This is the key point. $MU is no longer just a traditional memory cycle play. AI demand is reshaping the entire setup.

[Thomas Bennett @Thomas00g7]

The AI trade is entering a new phase.
Everyone is watching the AI models…
But the real winners may be the companies building the infrastructure behind them.
Today I’m watching:
🧠 $NVDA — AI compute leader
💾 $MU — HBM & memory demand in focus ahead of earnings
⚙️ $AMD — AI accelerator competition
💿 $SNDK — storage demand tied to AI growth
🤖 $META — massive AI infrastructure spending
The biggest theme remains clear:
AI needs more than chips.
It needs:
⚡ Compute
💾 Memory
🏢 Data centers
🔌 Power infrastructure
$MU is especially interesting today as investors wait for earnings and clues on the next phase of the memory cycle. The market is watching HBM demand, margins, and future guidance. Zacks
The next AI winners may not only be the companies creating intelligence…
They may be the companies building the foundation that allows AI to scale.
Watching these names closely.
$NVDA $MU $AMD $SNDK $META