Alson Chew

to the moon 🚀

[Alson Chew @alsonchew]

Jensen Huang Scandal: Could It Drag NVDA and the Nasdaq Lower?

Nvidia's CEO, Jensen Huang, is at the centre of a scandal. He has admitted to an affair with a business executive who, according to the New York Times, US intelligence believes was recruited by China. Nvidia's board has opened an independent investigation, and Congress wants a closed-door briefing with him on 18 November, the day after Nvidia reports earnings.

NVDA is the darling of the AI trade, so could this be the catalyst that drags NVDA and the Nasdaq lower?

In this video, I break down:
✅ What actually happened and what comes next
✅ Whether Nvidia's fundamentals are really affected
✅ How much of the Nasdaq 100 and the SOXX chip ETF is made up of NVDA, and how a drop in NVDA alone would hit them
✅ The key levels I'm watching on the charts
https://t.co/lIqAPWfsbf

[Alson Chew @alsonchew]

Elon Musk at annual Baron Investment Conference:

$SPCX: ~$100B revenue run-rate by December. His best guess is $500B+ by Dec 2027. "Not a promise."

$TSLA: Optimus at ~5x a human's output, likely rented out, plus a Texas "Terafab" chasing a terawatt of AI chips a year.

Growth names to watch.

[Alson Chew @alsonchew]

After This Week's Sell-Off: Is the Worst Over or Just Beginning?

The Nasdaq 100 just had its fourth losing week in a row and is now about 13.6% below its record high. Chip stocks were hit the hardest, with the semiconductor ETF SMH down 11% in a single week, and on Thursday the Nasdaq dropped 5.5%, its worst day since April 2025.

So is the worst over, or is this just the beginning?

In this video, I break down:
✅ The week in numbers for the Nasdaq 100, S&P 500, Dow Jones, SMH and the VIX
✅ Why tech and chip stocks got hit so hard: AI data-centre worries, weak chip earnings, hedge funds selling the AI winners, and rising rate-hike odds after the jobs report
✅ What history says: how the Nasdaq performed 3, 6 and 12 months after every 15% drop from its high over the last 20 years
✅ My positioning, my game plan for the weeks ahead, and the key levels I'm watching on the charts
https://t.co/SsHApOIkiW

[Alson Chew @alsonchew]

"There is nothing new in Wall Street. There can't be because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again."

[Alson Chew @alsonchew]

Tech stocks just tumbled after earnings. The S&P 500 has now had three losing weeks in a row, and the Nasdaq just had its worst month since March 2025. So is this the start of a bear market? In this video, I share the price action signals I'm watching as a former prop desk trader, and what would prove me wrong. On a prop desk, we don't try to predict the market. We read what price is telling us, and we have a plan for both outcomes. What you'll learn:

What just happened to the S&P 500, Nasdaq and Dow

Pullback vs correction vs bear market: where we are right now

The warning signs I'm watching: Bull trap pattern and Head and Shoulders Pattern
What would prove me wrong
My plan to take advantage of any crash opportunity
https://t.co/Sy9NpZmgVb

[Alson Chew @alsonchew]

US stablecoins are being pushed toward regulated, fully-backed money.

Fed proposals: back every $1 with safe assets (like Treasuries), hold capital, and get proper approval — not “anyone can mint dollars.”

Same week, Binance put $100M into Circle to grow USDC.

That favors serious players with compliance + distribution.
Not random issuers.
$CRCL is the cleanest listed bet on that shift.

[Alson Chew @alsonchew]

We’re testing the May 2026 swing high for BTC at 82,850.

If a bearish bar forms and closes back below this level, that’s a bull-trap (bearish) setup — and we could see a short-term selloff toward the 20 SMA.

If it holds, the next upside target is the early-2026 swing high at 97,924.

On the macro side, I’m surprised BTC and crypto keep rallying despite Fed rate hikes and the 10-year yield breaking its decade high above 5%. Crude oil futures remain an overhang, still hovering around $100.

My take: the market is pricing in QE from Trump if something breaks — so expected liquidity is already flowing into risk assets.

[Alson Chew @alsonchew]

BlackRock has finished loading up. 🚀🚀🚀

[BlackRock @BlackRock]

Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. https://t.co/z5T88Orble

[Alson Chew @alsonchew]

Wow, the US just locked in permanent security control over Greenland. At least it’s not after-hours market-impacting news.

[Donald J. Trump @realDonaldTrump]

BREAKING NEWS: I am pleased to announce that the United States of America has entered into an Agreement with The Kingdom of Denmark, and Greenland, that gives the United States permanent control over security, and all other needs, in Greenland, completely addressing ALL of our many U.S. concerns. There will be NO COST to the United States! At my direction, we worked with representatives of Denmark and Greenland to guarantee that the United States will FOREVER have the complete ability to do what is necessary in Greenland in order to secure and defend the security of Greenland, and the United States of America. Additionally, from now on, no U.S. adversary can EVER have a base in Greenland, have a military presence in Greenland, or make sensitive investments in Greenland, without our express written approval. For over 100 years, Presidents have known the strategic importance of Greenland, but NONE of them were able to do anything about it. I am proud to be the President that permanently and conclusively addressed this very important situation. This is an “Infinite Life” Agreement, there is no end! We are very honored and proud of what has just taken place, and everything agreed to today will be cherished by the American People. We will immediately begin the process of developing a large Military presence in the appropriate part of Greenland, of which there are many. We will work with the people of Greenland in its development and construction. This solution is a great one for the United States of America, Denmark, Greenland, and all of our Allies. We look forward to working with the wonderful people of Denmark and Greenland toward a magnificent future with respect to this large, and highly strategic, parcel of land. We will be very protective of it! This is a dream come true for the United States of America, one that is very important, historic, and special. Thank you for your attention to this matter! President DONALD J. TRUMP

[Elon Musk @elonmusk]

My guess is that AI roughly doubles US GDP growth next year from ~2% to ~4%. Maybe even more.

[Alson Chew @alsonchew]

Tweet

[Alson Chew @alsonchew]

WSJ.com - Marc Faber: Stimulus Programs Not Over http://on.wsj.com/hWOCgA

[Alson Chew @alsonchew]

WSJ.com - U.S. Week Ahead: Consumers, Jobs and Profits http://on.wsj.com/gZ2YIw

[Alson Chew @alsonchew]

Stock Market News, Business News, Financial, Earnings, World Market News and Information - CNBC - http://icio.us/h2uus1

[Alson Chew @alsonchew]

testing testing