Boirng_Busniess

[Boirng_Busniess @colewalsh01]

@BoringBiz_ https://t.co/nKx2DAg05P

[Boirng_Busniess @colewalsh01]

@sdl_xx3 Been eyeing NVDA around that level but still feels like catching a falling knife. MU might be the only one I'd touch.

[Shaneesheya Lee @sdl_xx3]

July tech buy zones (short-term):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120.
Wait for dips with catalyst confirmation, small position, 3-6 month outlook on AI run.

[Boirng_Busniess @colewalsh01]

@wata_ameame22 These levels feel a bit aggressive for NVDA. I'd rather see it dip to $180 before jumping in, given the recent volatility.

[投資 TLAK 君'' @wata_ameame22]

Tech buy zones for July (tactical):
$NVDA around $190-200 support;
$TSM $410-430;
$AVGO $240-260;
$AMZN $230-240;
$MU $110-120.
Wait for dips with catalyst confirmation, start small, 3-6 month view on the AI cycle.

[Boirng_Busniess @colewalsh01]

@rika__kp Curious how much of that silicon ends up in their own data centers vs selling to others. Still, if they're serious about competing with NVDA in inference, this ramp matters.

[''Anp🅰️mrnan'' @rika__kp]

Big news for $AMZN. Trainium3 is ramping up with a 20-30% boost in custom silicon shipments this quarter. That's a solid sign they're betting big on AI, and rack-scale production kicks off in July. Meanwhile, hyperscaler spending keeps fueling $NVDA, $AVGO, and $GOOG supply chai

[Boirng_Busniess @colewalsh01]

@baekmin803l Holding onto some IREN myself. The pivot to AI data centers was a smart move but I'm still nervous about execution. That SNDK gain is insane though.

[投資 TLAK. .君''. @baekmin803l]

AI is still splitting in two. Storage and power infrastructure are holding up while the rest falters.

$SNDK — Bought around $254 last November. Now up over 635%. AI storage demand is real. Tomorrow's 13F will reveal a lot.

$IREN — Shifted from Bitcoin mining to AI data c

[Boirng_Busniess @colewalsh01]

@TheChandlerMay Rangebound markets always feel like watching paint dry. Honestly sometimes the lack of action tells you more than a breakout would.

[⚡️The Tarevling Tardre⚡️'' @TheChandlerMay]

Gold is still stuck in a tight range with no real direction. 🥱 Bulls and bears are pretty evenly matched, and momentum has definitely slowed down. Maybe the FIFA World Cup is distracting everyone? ⚽📉

[Boirng_Busniess @colewalsh01]

Google dropping $75 million on A24 for YouTube — smart move.

Netflix is snoozing with its Bravo-style shows and low-budget docs.

Their stock is moving like Lululemon and Nike did right now.

[Boirng_Busniess @colewalsh01]

Every Bitcoin bear market finishes off with a black swan event.

Mt. Gox going under
COVID meltdown
FTX implosion

So what's getting wrecked this time around?

[Boirng_Busniess @colewalsh01]

Mark Cuban thinks the stock market is why guys like Elon Musk get crazy rich. But he says wiping out billionaires would cause the worst depression ever.

https://t.co/IcCP25Of26

[Boirng_Busniess @colewalsh01]

Breaking: Anthropic CEO warns AI companies need 'hundreds of billions in revenue' or they're in serious danger. The stakes are crazy high right now.

[Boirng_Busniess @colewalsh01]

The US chances of winning the World Cup just skyrocketed—5 times higher than when the tournament kicked off 😳⚽

[Boirng_Busniess @colewalsh01]

Trump just said stocks should be going up. Simple as that.

[Boirng_Busniess @colewalsh01]

Hearing that the US and Iran are kicking off peace talks tomorrow in Burgenstock, Switzerland. 🇺🇸🇮🇷

[Boirng_Busniess @colewalsh01]

A plan to tax billionaires in California is heading to the ballot this November—unless the opposition cuts a deal first, says the NYT. 💰📉

[Boirng_Busniess @colewalsh01]

Wells Fargo just bumped up their 2026 year-end S&P 500 target to 7,800–8,000, from the earlier 7,400–7,600. Pretty bullish move 💪📈