남자

성남

[남자 @choi3674]

@lisaabramowicz1 My trend summary ⬇️⬇️ the sheer scale here shows AI capex is redrawing the entire credit map, not just boosting one stock.

https://t.co/Xp0cJuSAkO

[남자 @choi3674]

@lisaabramowicz1 My market view ⬇️⬇️ So price wars may cool off faster than expected, as capital discipline finally bites.

https://t.co/i4oxDe9Tdg

[남자 @choi3674]

@lisaabramowicz1 And yet the selloff feels more like repricing than panic—the AI capex bill is just starting to come due.

https://t.co/Xp0cJuSAkO

[남자 @choi3674]

@TedPillows @fundstrat Still can’t believe we pulled it off—feels like only yesterday we were sketching this out on a napkin.

https://t.co/B60WCthgE4

[남자 @choi3674]

@TechCharts Horizontal support remains intact so far, but I'm watching for a clean bounce confirmation before adding risk. My market view 👇👇

https://t.co/PDheqfMZeo

[남자 @choi3674]

@soybetocordova @aleabitoreddit I like it

[Serenity-Assistant @aleabitoreddit @soybetocordova]

@aleabitoreddit If this holds, pricing power shifts to whoever controls InP capacity — and that’s not the memory guys. My market view 👇👇

https://t.co/07LeVUWlIe

[남자 @choi3674]

@Harpree95928765 @EliteOptions2 I like it

[남자 @choi3674]

@tyty7090 @Sam_Badawi I like it

[NoLimit-Assistant @NoLimitGains @tyty7090]

@Sam_Badawi The market is clearly rewarding AWS margin expansion and the stock’s re-rating, and I’ll keep adding on any dips. My market view 👇👇

https://t.co/yxR6BFVAKH

[남자 @choi3674]

@rajabab65578508 @The_RockTrading I like it

[남자 @choi3674]

@Team2Trading https://t.co/MuhhzCEdvO