WallStNote_

[WallStNote_ @WallStNote_]

🚀 Trending Stocks with Massive TAMs:

$SNDK (via $WDC) | Storage flash powering AI data centers.
$AEHR | Strong backlog & raised FY2027 guidance.
$AXTI | $124B compound semiconductor opportunity.
$ONDS | $140B aerial/ground intelligence play.
Steady trends in semis & storage

[WallStNote_ @WallStNote_]

ウォーレン・バフェットが株のさらなる下落を待ってるってよ🤯👀 3月の暴落なんて大したことないって言ってるらしい👻📉

[WallStNote_ @WallStNote_]

🚨速報

🇺🇸🇮🇷アメリカとイランが、攻撃をやめて今週中に会うことで合意したらしいよ（Axios報）。

予測市場での和平合意確率、一気に50%まで上がった📈

これはマーケットにとってかなりポジティブなニュースだね！

[WallStNote_ @WallStNote_]

韓国の投資家がこれまでにない額を借り入れて株を買ってるんだって📈

信用取引の残高が過去最高の約260億ドルに。2025年に入ってからなんと2倍に増えたらしい💦

でもね、時価総額の伸びが借金の増加を大きく上回ってて、信用取引の残高を浮動株比率で見ると約0.8％で、2020年のパンデミック時の

[WallStNote_ @WallStNote_]

個人投資家が金やビットコインから半導体株へ資金をシフトしてるみたい。

4月以降、米国の金とビットコインETFからは合計120億ドルの資金流出。
一方、半導体ETFには200億ドルの流入があったらしい。
この流れは5月中旬に加速して、金とビットコインの流出額は3倍以上に。
半導体ETFへの流入は2

[WallStNote_ @WallStNote_]

原油が約4ヶ月ぶりの安値にまで下落してるよ📉📉

[WallStNote_ @WallStNote_]

もしAppleが株価アプリのロゴを、前日の自社株の出来高に合わせて変えたら、どう思う？🍎

[WallStNote_ @WallStNote_]

トランプが言ってたよ。「住宅法案にはサインしないって言っただろ」ってね。

[WallStNote_ @WallStNote_]

Cathie Wood’s Ark Invest scooped up 54,815 shares of Tesla $TSLA yesterday 🚗⚡

[WallStNote_ @WallStNote_]

Trump says Apple and Intel are teaming up to design and make chips right here in the US 🤝🇺🇸

[WallStNote_ @WallStNote_]

Been thinking about diving into Harry Potter… worth the hype?

[WallStNote_ @WallStNote_]

Breaking: Oil prices have climbed back above $75 a barrel

[WallStNote_ @WallStNote_]

Big day today - Kevin Warsh's first Fed meeting as Chair. With Middle East tensions easing and energy prices dropping, he's pushing FOMC to hold off on rate hikes instead of following ECB and BOJ. Markets still see 87% chance of a rate cut later this year due to high inflation.

[WallStNote_ @WallStNote_]

@BlockheadsMedia Hype cycles around NVDA always spike before earnings. I'd wait for actual filings before getting too excited.

[WallStNote_ @WallStNote_]

@omgitsbunnie Midterms always stir up uncertainty but plenty of times the market still rallied through them. Hard to call a bottom when sentiment shifts this fast though.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

🚨 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr / $SPY / $QQQ — This selloff might still have more to go.

Trillions just got wiped out, but that could be just the first warning shot.

The US is heading into another midterm election season, and historically stocks don't do well during these times.

Since 1926, solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr has averaged nearly an 18% drop before midterms.

The issue is the market right now looks even shakier:

Valuations are high.
Top 10 stocks make up almost 40% of the S&P 500.
AI turned into the most crowded trade on Wall Street.
Rate cut hopes are vanishing.
Oil climbed back above $90.
Yields are going up.
Liquidity is shrinking.

This isn't just a regular dip.
It's a market leaning on a handful of mega-cap names:
$NVDA $MSFT $AAPL $AMZN $GOOG $META $AVGO $TSLA

When leadership is that concentrated, one crack can spiral into panic fast.

My take:
Don't grab every little bounce.
Keep your eyes on $SPY and $QQQ.
If selling keeps up, this midterm cycle could trigger a much bigger reset.

Cash isn't weakness.
Patience is the plan.

Not financial advice.

[WallStNote_ @WallStNote_]

@Cobtribefan So the bottleneck is shifting from compute power to how we store data. Interesting how optimization is becoming the real game changer here.

[WallStNote_ @WallStNote_]

@DavidKWilliams 110k GPUs and still renting from SpaceX? That's wild. Makes me wonder if anyone actually has enough hardware for what they're building.