AI/semis growth calls: base, bull, bear, not vibes. TA + primary-source fundamentals. NFA. DYOR.
Best Advice: Don't trade the pattern, trade the confirmation
I think the tech sector is finally breaking out upwards
If the rate hike does not happen, and breakout is confirmed, we could be rallying for ATHs in $DRAM $ALAB $SNDK $MU
And such massive rallies would in turn boost the entirety of $SOXX and subsequent AI players/enablers
@PizzaLuv Over the long term, yes, easily.
I think the base bull case is 400 SEK, at current capacity
And this is just the beginning
It can rise to 1500 SEK if aggressive
2500 SEK if they follow $LITE
But this is a 2028-2030 target
Short term, definitely not
@PizzaLuv Over the long term, yes, easily.
I think the base bull case is 400 SEK, at current capacity
And this is just the beginning
It can rise to 1500 SEK if aggressive
2500 SEK if they follow $LITE
But this is a 2028-2030 target
Short term, definitely not
$SIVE a perfect retest of the 26 SEK zone
Reclaimed the floor of the range: 25 SEK - 45 SEK
Next targets:
- 30 SEK resistance (+7%)
- 32.6 SEK (200 EMA, +15%)
With a good week, those levels are in play :)
Have a nice weekend!
(Disclaimer: Macro is always king, TA is 2nd)
I think we've reclaimed the structure for now.... With the US market closed on Monday, hopefully they don't decide to war again.
Then we can look for a continuation on Monday if macro stays steady.
I think the tech sector is finally breaking out upwards
If the rate hike does not happen, and breakout is confirmed, we could be rallying for ATHs in $DRAM $ALAB $SNDK $MU
And such massive rallies would in turn boost the entirety of $SOXX and subsequent AI players/enablers
I think the tech sector is finally breaking out upwards
If the rate hike does not happen, and breakout is confirmed, we could be rallying for ATHs in $DRAM $ALAB $SNDK $MU
And such massive rallies would in turn boost the entirety of $SOXX and subsequent AI players/enablers
I think the tech sector is finally breaking out upwards
If the rate hike does not happen, and breakout is confirmed, we could be rallying for ATHs in $DRAM $ALAB $SNDK $MU
And such massive rallies would in turn boost the entirety of $SOXX and subsequent AI players/enablers
WOW, I did not really expect it that quick, but $AAPL did reject perfectly at the trendline, dropping around 3%
Now we wait to see if it holds the minor $320 support, or drops toward $315.
I dont post this name much, but possible play with $AAPL over a couple weeks, drawdown to $315-310 and bounce, could go even lower, but that would need a massive push
I think we've reclaimed the structure for now.... With the US market closed on Monday, hopefully they don't decide to war again.
Then we can look for a continuation on Monday if macro stays steady.
Alright $SIVE people, the Swedes did not dump the open
Now we're exactly at the 26SEK level
It would be productive to bounce off this level to confirm the reclaim before the weekend.
Hopefully allowing momentum to continue to next week
Macro is steady, let's watch the US open
Alright $SIVE people, the Swedes did not dump the open
Now we're exactly at the 26SEK level
It would be productive to bounce off this level to confirm the reclaim before the weekend.
Hopefully allowing momentum to continue to next week
Macro is steady, let's watch the US open
$SIVE management finally detailed the $30M Glasgow foundry investment (capacity online Q4 2027).
Hopefully the start of forward news, instead of trailing like earnings.
Need to reclaim 25SEK to try and halt downwards momentum, and claim 200EMA.
Otherwise, 10-15 SEK is next.
As expected, a decent recovery +8% on $SIVE
Even the Swedish bought on open today 😭
I don't think lower is possible without the US Administration nuking the market as usual with macro events
Alright $SIVE people, the Swedes did not dump the open
Now we're exactly at the 26SEK level
It would be productive to bounce off this level to confirm the reclaim before the weekend.
Hopefully allowing momentum to continue to next week
Macro is steady, let's watch the US open
I went to the bathroom, for 15 mins.
We're up 30% on the day!?!? 🤯
Thank you $SIVE management for releasing a forward looking update, allowing markets to price future revenue in, instead of current negative P/E.
Hopefully this continues 🫡
I went to the bathroom, for 15 mins.
We're up 30% on the day!?!? 🤯
Thank you $SIVE management for releasing a forward looking update, allowing markets to price future revenue in, instead of current negative P/E.
Hopefully this continues 🫡
The $SPY ($767) has touched the resistance trend line that has been intact since 2022.
Could we see a dip towards the $755 support?
Possible $730-740 if it breaks?
With OPEX & FOMC minutes coming up, good time to watch this as well, as the effects spill over into the market.
I dont post this name much, but possible play with $AAPL over a couple weeks, drawdown to $315-310 and bounce, could go even lower, but that would need a massive push
@Million_Sancet Thing is the main exchange closed right before the resistance at 25.5SEK 😭
So we really gotta watch the Swedish open, if they dump open but we hold 26 SEK, then I would say we reclaimed the consolidation structure (unless they dump lower)
Then we can try for the 200 EMA :)