Unusual Intelligence

Random musings on markets and Tech

[moon🎴 @its_moonberries]

How it feels today

[Unusual Intelligence @DataCenterMilly]

@TLAMB91 I'm on the other side for a punt

[Unusual Intelligence @DataCenterMilly]

All dip buyers in Tech getting smoked after the bell.

[Unusual Intelligence @DataCenterMilly]

$MU $SNDK Cratering continues after the bell.

Wonder if that DRAM Bearish note triggered this?

[Unusual Intelligence @DataCenterMilly]

Can someone find that post about how it was mathematically impossible for the $QQQ to ever go down again??

[Remz @Remzztrades]

Selling doesn’t end until KOPSI bottoms.

[Unusual Intelligence @DataCenterMilly]

Amazing what they're doing with $QQQ

Usually after a -5% day you get some short covering in the AH.

Not today....

[Unusual Intelligence @DataCenterMilly]

First $GOOGL and now $META

Rihard nailed it

[Rihard Jarc @RihardJarc]

$GOOGL announcing a $80B capital raise is a big moment for the industry and quite a shocking one. It means the limits of spending on compute by the hyperscaler are no longer their cash flows + bond issuance capabilities (to still keep an IG status). The limit is now the market and the market sentiment.
There are a few possible options why $GOOGL went this path:

1. Option 1 : They see another big step up in accelerating demand for GCP and their Gemini models and need to increase CapEx substantially more than they already did.

2. Option 2: They want to front-run OpenAI, SpaceX, and Anthropic IPOs and drive some liquidity out of the market, and with the cash, lock up more of the semi supply chain for them to not be locked out by OAI or Anthropic.

3. Option 3: They have reached an internal breakout in their model development or some other front, and they see they are going to need a lot more compute to serve this and want to get ahead of it while the market is still sentiment positive on it.

[Unusual Intelligence @DataCenterMilly]

$QQQ continuing to tank thru the bell

[Unusual Intelligence @DataCenterMilly]

Nasty Nasty Tech close

Wow
$QQQ

[Unusual Intelligence @DataCenterMilly]

@JohnTinsman The Crypto dudes got involved in AI, that's why

[Unusual Intelligence @DataCenterMilly]

$MU 870 breaks you will see UTTER panic

[Unusual Intelligence @DataCenterMilly]

870 hit. That better hold.

[Unusual Intelligence @DataCenterMilly]

$MU Bear flag brokedown.

Onus is on the Bulls to wake up. Bears can press.

[Unusual Intelligence @DataCenterMilly]

$DELL working back into that gap now

[Unusual Intelligence @DataCenterMilly]

I have no issues with $DELL but the rise was euphoric and it really has no price history in the 330 to 400 range so I expect that to be resolved at some point.

[Unusual Intelligence @DataCenterMilly]

LOL $CRBS 200 didn't hold

hot garbage

[Unusual Intelligence @DataCenterMilly]

@Aktiehedonist

[Unusual Intelligence @DataCenterMilly]

$AVGO NO BUYERS ANYWHERE

[Unusual Intelligence @DataCenterMilly]

Think today caught a lot of people flat footed.

Means Monday can be wild

[Unusual Intelligence @DataCenterMilly]

$MU Bear flag brokedown.

Onus is on the Bulls to wake up. Bears can press.

[Unusual Intelligence @DataCenterMilly]

$MU Bear flagging. Better get moving or the late day can be nasty if it drops out the bottom

Would target 870-880 if the flag breaks

[Unusual Intelligence @DataCenterMilly]

Nothing like $AVGO dropping 100 in 2 sessions to cool the jets down