Deidra Spano

[ドル円💝FX|XAUUSD（GoldEA）トレーダー|USDJPYゴールド投資 @XAUUSD_Haru]

金の値動きをチェック📊
今日の高値から約85ドル下落中📉
午後に少し戻したけど、まだ下げトレンドが終わったとは言えないね。

そもそもリスクオフの雰囲気が強い⚠️
米国株も厳しい状況：
• $SPY 📉
• $SPX 📉
• $QQQ 📉
みんな売られてる。特にハイテク株は利確が進んでて、投資家は

[Deidra Spano @dms0143]

@XAUUSD_Riku 金ってリスクオフの時こそ買われるイメージあったけど、今回は株と一緒に下がってるのが気になるな。何かいつもと違う動きしてる。

[📊FX|XAUUSD|USDJPYドル円|ゴールドロング|EA|BTC|ETH投資 @XAUUSD_Riku]

金（XAUUSD）の相場アップデート 📊

今日の高値からすでに約85ドル下落してるんだ 📉
午後はちょっと反発したみたいだけど、まだ下げトレンドが終わったとは言い切れない感じ。

基本的に市場のムードはリスクオフのまま ⚠️
米国株も結構キツそうで：
$SPY 📉 $SPX 📉 $QQQ 📉
全部売られ

[Deidra Spano @dms0143]

@josephcurl I've seen this hype cycle before with NVDA. Last time everyone was convinced, it was just a software update. Still holding my shares though.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

🇺🇸 $NVDA — Feels like something big could be coming.

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

Right now, everyone’s waiting for a major announcement, with whispers about deeper AI compute partnerships.

No solid confirmation yet.

But here’s what’s clear:

AI demand isn’t slowing down.

SpaceX is locking in huge compute deals.
Google needs more GPUs.
Anthropic is running out of capacity.
And $NVDA is still the centerpiece of the whole AI supply chain.

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

Watch:

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

There might be some crazy volatility ahead.

Don’t chase blindly.

Follow compute.

[Deidra Spano @dms0143]

@josephcurl Finally something that doesn't assume everyone has a data center in their garage.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

AI isn't just getting bigger.
It's also getting cheaper.

TurboVec, based on Google Research's TurboQuant, shrinks AI vector memory from 31GB down to 4GB.

That means:

Less memory used.
Faster searching.
AI that works offline.
No need for expensive GPU clusters.
No relying on the cloud.

Everyone's focused on bigger models.
But the real game-changer might be cost reduction.
If AI gets cheaper to run, more people will use it.

Stocks to keep an eye on:

$GOOG $NVDA $MSFT $AMZN $META $AMD $AVGO

My take:

The next AI opportunity isn't just about who builds the biggest model.
It's about who makes AI cheaper, faster, and easier to roll out.

[Deidra Spano @dms0143]

@aspfrt Cool numbers but how much performance actually drops when you compress that hard? Usually something's gotta give.

[Deidra Spano @dms0143]

@flakeybrunette That monthly cost is wild. Makes you wonder how much of that gets passed down to us regular users in the long run.

[Deidra Spano @dms0143]

@DavidKWilliams If Musk is actually sitting down with ASML engineers, that's more than just hype. Curious how this plays out for the supply chain though.

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

🚨 $ASML is now connected to Elon Musk’s next big chip plan.

$ASML is reportedly bringing Elon Musk into a closed-door employee conference to discuss the $55B Terafab project tied to $TSLA and $SPCX.

The key point is simple:

Terafab is targeting leading-edge 2nm chips for AI, robotics and space compute.

This is not just about $TSLA cars.

This is about Musk trying to control the future of AI hardware.

Watch:

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

Not financial advice.

[Deidra Spano @dms0143]

@aspfrt P/E around 21 isn't cheap for a company that still depends heavily on ad revenue. The app ecosystem is solid, but calling it a cash flow machine feels like glossing over regulatory risks.

[Deidra Spano @dms0143]

@meloncurls21 Not sure I'd bet the farm on memory being the bottleneck that decides the AI race. There are a lot of other pieces in that puzzle.

[Deidra Spano @dms0143]

@MikePinto3 All that future stuff is fine but the valuation already prices in 10 years of perfect execution. Delivery numbers still matter when you miss them.