Denise Hall

[Denise Hall @dhallpsc]

@MikePinto3 Whispers are cheap until they turn into actual contracts. Still, when Jensen steps out, the market usually listens.

[FX_Archer-Stock Trading Analyst【Nasdaq S&P500】 @MikePinto3]

🇺🇸 $NVDA — Could be something big on the horizon.

Jensen Huang doesn't usually show up unless the AI infrastructure story is getting even bigger.

Now everyone's watching for a major reveal, with whispers about deeper AI compute deals.

Nothing's confirmed yet.

But one thing’s for sure:

AI demand is still blowing up.

SpaceX is locking in huge compute contracts.
Google can't get enough GPUs.
Anthropic is running out of capacity.
And $NVDA is still right in the center of the whole AI supply chain.

The real play isn't just AI models.
It's chips, data centers, power, and compute.

Keep an eye on:

$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA

Things could get really wild.

Don't chase without thinking.

Follow compute.

[Denise Hall @dhallpsc]

@saffronroseacts The memory drop is wild, but I wonder how much accuracy you lose when compressing that aggressively.

[FX_Mallory-Stock Trading Analyst【Nasdaq S&P500】 @saffronroseacts]

AI isn't just growing bigger anymore.
It's also becoming cheaper.

TurboVec, using Google Research's TurboQuant, brings AI vector memory down from 31GB to just 4GB.

That means:
Less memory used.
Faster searches.
AI that runs offline.
No need for pricey GPU clusters.
No relying on the cloud.

Everyone's focused on larger models.
But the real game-changer might be lower costs.
If AI gets cheaper to run, more people will adopt it faster.

Stocks to keep an eye on:
$GOOG $NVDA $MSFT $AMZN $META $AMD $AVGO

What I think:
The next big AI opportunity isn't just about who builds the largest model.
It's about who can make AI cheaper, faster, and easier to roll out.

[Denise Hall @dhallpsc]

@BlockheadsMedia Finally something practical instead of just throwing more GPUs at the problem. This is the kind of optimization that actually makes AI useful for regular people.

[FX_Brielle-Stock Trading Analyst【Nasdaq S&P500】 @BlockheadsMedia]

AI isn't just getting bigger—it's getting cheaper. TurboVec, powered by Google's TurboQuant, cuts AI vector memory from 31GB to 4GB. That means less memory, faster search, and offline AI. No expensive GPU clusters or cloud needed. Everyone chases bigger models, but the real gam

[Denise Hall @dhallpsc]

@MissBehave2121 Sounds like a campaign pitch more than a realistic plan. Hard to see how the average person gets in without already having capital.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

🚨 AI might turn into the biggest political bet of the coming decade.

Trump now wants everyday Americans to get a piece of the AI boom.

Not just Wall Street.
Not just VCs.
Not just early backers.
Every single American.
The concept is straightforward:

If companies like OpenAI, Anthropic, and xAI become the most valuable in history, the public should benefit from that growth.

This isn't your typical policy announcement.

This is a clue.

Sam Altman floated the idea first.
Bernie Sanders wants to push it even further with a public AI wealth fund.
Trump is now saying the government will explore it.

Think about how wild that is:

Bernie has spent his whole life fighting the ultra-rich.
Trump made his name protecting them.
They almost never agree on money matters.
But now both sides see AI and say the same thing:

This tech is too massive to be controlled by a handful of people.

That tells me one thing:
AI isn't just a tech topic anymore.
AI is becoming a story about national wealth.

The private players are clear:

OpenAI
Anthropic
xAI

But the public market side is where investors should keep their eyes:

$MSFT — OpenAI ecosystem
$AMZN — Anthropic + AI cloud
$GOOG — AI models + cloud + infrastructure
$NVDA — AI chips
$AVGO — custom AI chips
$AMD — AI GPU challenger
$META — AI platform + data centers
$TSLA — xAI / robotics / autonomy narrative
$ORCL — AI infrastructure demand

The market is still viewing AI as a regular growth phase.
I don't think it is.

When politicians from totally opposite ends start arguing over who gets the AI profits, that means the real money is already too big to miss.

My take is simple:
Don't chase every AI rumor.
Don't blindly jump on hype.
Look at the companies controlling compute, cloud, chips, data, and distribution.
That's where the real power lies.

AI isn't just changing tech.

AI is changing who owns what.
Not financial advice.

[Denise Hall @dhallpsc]

@meloncurls21 Terafab sounds ambitious, but I wonder how realistic those 2nm timelines are given the current supply chain bottlenecks.

[FX_Hadley-Stock Trading Analyst【Nasdaq S&P500】 @meloncurls21]

🚨 $ASML just signed on with Elon Musk’s newest chip move.

Rumor has it $ASML is bringing Musk into a private employee meeting to talk about the $55B Terafab project with $TSLA and $SPCX.

The big idea is straightforward:

Terafab aims to make cutting-edge 2nm chips for AI, robotics, and space computing.

This isn’t only about $TSLA vehicles.

It’s Musk trying to take over AI hardware.

Keep an eye on:

$ASML / $TSLA / $SPCX / $NVDA / $TSM

Not financial advice.

[Denise Hall @dhallpsc]

@Ragequeen__ Been watching Meta for a while. The AR push is interesting but I'm still waiting to see if they can actually monetize it beyond ads.

[Denise Hall @dhallpsc]

@ChizNobi Memory bottlenecks are a real pain in large-scale setups. Hope they can keep up with the demand without supply chain hiccups.

[FX_Bryce-Stock Trading Analyst【Nasdaq S&P500】 @ChizNobi]

$MU is turning into one of the biggest players in the AI infrastructure space.

The reason is pretty straightforward:

AI models keep getting bigger.
Data centers are expanding faster than ever.
Memory bandwidth is becoming a big bottleneck.
That's where Micron comes in.
Micron covers HBM, DRAM, NAND, and data-center storage—all essential for AI servers and cloud setups.

That's why I no longer see $MU as just another memory cycle stock.

To me, it's an AI infrastructure supplier now.

My current watchlist:

$MU — AI memory
$NVDA — AI compute
$AVGO — networking / custom chips
$TSM — advanced manufacturing
$ASML — lithography bottleneck

My approach:

Don't blindly buy on strength.
Wait for dips.
Check if buyers hold key support.
Only jump in when the risk-reward feels right.
Not financial advice.

[Denise Hall @dhallpsc]

@Ragequeen__ Price swings like this always feel dramatic in the moment, but if the data center buildout is real, these dips usually don't last long. Curious how long the market stays jumpy.

[FX_Paige-Stock Trading Analyst【Nasdaq S&P500】 @Ragequeen__]

🚨 $AVGO is taking a hit, but the AI infrastructure story is still solid.

Current price: $385.75
Today: -7.92%
The market's reacting to expectations.

But the real business logic hasn't changed:

AI data centers don't just need $NVDA GPUs.

They also need custom chips, networking gear, switches, optical connectivity, and infrastructure software.

Which is exactly where Broadcom fits in.

$NVDA makes the AI engine.
$AVGO helps connect and scale the whole AI factory.

So I'm not seeing this as a broken company.
I'm seeing it as a stock that needs a better price to buy.

My watchlist now:

$AVGO / $NVDA / $TSM / $ASML / $MU

Don't rush in.
Wait for support levels.
Let fear turn into opportunity. 🚀

Not financial advice.

[Denise Hall @dhallpsc]

@DavidKWilliams That's wild money. Wonder how much of that compute actually gets used vs reserved as insurance for future needs.

[FX Team_Nasdaq|S&P500|US stock pick Trades @DavidKWilliams]

🚨 SPACEX just signed a massive compute deal with Google.
SpaceX disclosed a cloud agreement where Google will pay $920M per month from October 2026 to June 2029.
That is not a small contract.
That is almost $11B per year in AI compute demand. 🔥
The capacity reportedly includes around 110,000 $NVDA GPUs, plus CPUs, memory, and related infrastructure.
The market keeps looking at SpaceX as only a rocket company.
Wrong.
SpaceX is becoming:
space infrastructure
Starlink connectivity
AI compute demand
satellite data networks
next-generation cloud infrastructure
This deal also proves one thing:
AI demand is still not slowing down.
If Google needs this much compute, then the real winners are not only SpaceX.
Watch the full AI infrastructure chain:
$GOOG — cloud + AI platform
$NVDA — GPU compute
$AVGO — networking + custom chips
$MU — memory / HBM
$TSM / $ASML — chip manufacturing backbone
This is not just a SpaceX story.
This is another signal that AI infrastructure spending is entering a much bigger phase. 🚀
Not financial advice.

[Denise Hall @dhallpsc]

@care22t Momentum like that usually makes me nervous rather than excited. Been burned chasing those quick pops before.

[FX_Brooks-Stock Trading Analyst【Nasdaq S&P500】 @care22t]

🚨 $TSM has seen some big swings in the last couple days.
TSMC shot up from about $417 to nearly $449, showing some serious short-term momentum. That's a sign the market still believes in semiconductors, AI chip production, and advanced process demand.
Then it pulled back to around $427, but bounced right back toward $447. 📈
What this really shows:
Buyers are still stepping in when prices dip, and the bullish trend isn't completely broken yet.
Technically, the first key support level to keep an eye on is:
$432–$439
That's an important short-term support zone. If $TSM drops into that area and holds steady, it might be a spot to watch for a small position. 🎯
If $432–$439 holds, the pullback could just be normal after a sharp rise, and $TSM might try to hit that $449 high again.
But if that support gives way, the short-term setup could weaken.
The next stronger support would be around:
$419–$422
If the price falls below the first support and heads toward $419–$422, that would mean bigger selling pressure and a deeper drop risk. Given $TSM's large size, more downside could mean more market value lost. ⚠️
This isn't just about $TSM though.
The whole U.S. market feels some pressure. $SPX, $NDX, and $QQQ are pulling back, and tech and semiconductor stocks are cooling off together.
Also keep an eye on $SMH.
If $SMH keeps weakening, it means money is still flowing out of semiconductors, which could hurt $TSM short-term.
If $QQQ and $SMH stabilize, $TSM has a better shot at attracting capital back. 📊
Long-term, $TSM's core story hasn't changed.
TSMC is still the global leader in advanced semiconductor manufacturing, with big ties to $NVDA, $AAPL, $AMD, $AVGO, and $QCOM.
AI chips, data centers, high-performance computing, smartphone chips, and advanced process upgrades are still the main long-term drivers for $TSM. 🚀
My take is simple:
Don't chase after a big move.
Watch that $432–$439 support zone closely.
If it holds, it might be a spot to watch for a small position.
If it breaks, strong support is at $419–$422.
Also check if $SPX, $NDX, $QQQ, and $SMH can stabilize.
$TSM's long-term story is solid, but short-term moves need to respect market pressure, semiconductor cooling, and profit-taking after a big rally.
⚠️ This is just market analysis, not financial advice. Do your own research.

[Denise Hall @dhallpsc]

@flakeybrunette The spike to 163 was wild but that quick drop to 140 screams bagholders panic-selling more than just profit-taking.