Edwin

i have too much sex on the daily

[Edwin @edwinator64]

@meloncurls21 Hard to wrap my head around those numbers. Makes me wonder how smaller players are supposed to keep up with this arms race.

[ゴールド❤️FX|XAUUSD（GoldEA）USDJPYゴールド ロング|チャート @XAUUSD_Yuto]

ずっと前にゴールドがまだ下がる余地があるってハッキリ警告してたんだよ📉
なのに、値段が安く見えたりサポート付近だからって、多くのトレーダーが買い続けてた。

市場は願望や感情に報いてくれないからね⚠️
大事なのはトレンドを理解して、資金の流れに乗ること📊

この相場には我慢と規

[Edwin @edwinator64]

@omgitsbunnie Feels like a lot of hype without hard proof. Private meetings can mean anything.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

🚨 $ASML just got linked to Elon Musk's next big chip move.

Word is $ASML is bringing Elon into a private employee meeting to talk about the $55B Terafab project with $TSLA and $SPCX.

The deal here:

Terafab is all about making super advanced 2nm chips for AI, robots, and space computing.

It's not just about $TSLA cars.

It's Musk trying to take over AI hardware.

Keep an eye on:

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

Not advice.

[Edwin @edwinator64]

@DavidKWilliams The market is always late to see the bigger picture. Cash flow from the core apps is solid, but the big bets on hardware and AI are still unproven in terms of revenue. Worth watching but not a sure thing.

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

$META is not just a social media stock anymore.

Core data:
Current price: $593.00
Today: -$34.78
Market cap: ~$1.52T
P/E: ~21.6x.
The market still sees Meta as Facebook + Instagram ads.
But the real business logic is much bigger:
Family of Apps = cash flow machine
Instagram / Facebook / WhatsApp = global distribution
AI ads = better targeting and monetization
Reels / Threads = attention capture
Meta AI = product ecosystem
Reality Labs = long-term optionality
Meta’s Q1 2026 revenue was $56.31B, up 33% YoY. Family of Apps revenue reached $55.91B, while Reality Labs remained a drag with a $4.03B operating loss. Capital expenditures were $19.84B, showing how aggressively Meta is spending on AI infrastructure.

My view:

$META is still one of the strongest AI advertising platforms in the market.

The upside comes from AI improving ads, engagement, recommendations, and business tools.
The risk is also clear:
AI capex is rising fast.
Reality Labs is still losing money.
Regulation remains a long-term overhang.
My strategy:
Do not chase.
Wait for pullbacks.
Watch whether ad growth and AI monetization stay strong.
Add only if the stock holds key support.
Watchlist:

$META / $GOOG / $MSFT / $AMZN / $NVDA / $AVGO

Not financial advice. 🚀

[Edwin @edwinator64]

@jacknapierlive I get that process control is their niche but at 54x earnings, the market was pricing in perfection. That drop hurts but maybe it's just catching up to reality.

[Edwin @edwinator64]

@saffronroseacts Yeah I've been watching MU too, that spike was wild but the pullback felt inevitable. Still wondering if this is just a short squeeze or actual momentum.

[Edwin @edwinator64]

@mommykerrie Numbers that big this far out feel more like hype than analysis, but I guess that's how new industries get priced in.

[Edwin @edwinator64]

@mommykerrie That bounce was quick. I'd be curious to see if it holds or if this is just noise before earnings.

[Edwin @edwinator64]

@DavidKWilliams Fast moves like that usually leave gaps. Curious if this holds or we see more downside before the next leg.

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

🚨 $MSFT is now entering a very important technical zone.
Over the past two trading days, Microsoft made a sharp move from around $412 to nearly $466.
That was a strong rally.
But after such a fast move, the stock quickly pulled back and is now trading near $427. 📉
This tells us one thing:
The stock is still strong long term, but short-term profit-taking is clearly happening.
The key support zone I’m watching now is $419–$423. 🎯
This is the area where buyers need to show up.
If $MSFT holds this zone, the bullish structure remains alive and another rebound attempt could follow.
But if this support breaks, the market may start pricing in deeper downside risk, especially with the broader market already under pressure.
Right now, this is not only about Microsoft.
The entire U.S. market is cooling down.
$SPX is under pressure.
$NDX is pulling back.
$QQQ is losing momentum.
Mega-cap tech is no longer moving in a straight line.
The reason is simple:
After a strong rally in AI and big tech names, the market needs to digest valuation, earnings expectations and risk appetite.
For $MSFT, the long-term story is still very strong.
Azure cloud growth.
Enterprise AI.
Copilot.
Office ecosystem.
Windows.
LinkedIn.
Enterprise software.
These are not short-term hype stories. These are real business pillars supporting Microsoft’s long-term growth. 🚀
But even great companies pull back.
That is why I would not chase $MSFT blindly here.
My plan is simple:
Watch $419–$423.
Watch $SPX, $NDX and $QQQ.
Watch whether buyers defend support.
Watch whether volume returns.
If support holds, this could become a strong pullback opportunity.
If support breaks, short-term risk increases.
Long term, I remain bullish on $MSFT.
Short term, patience is more important than emotion.
⚠️ This is market analysis only, not financial advice. Please do your own research.

[Edwin @edwinator64]

@LisaSongSutton 15-minute charts can make anything look dramatic. I'd rather see how it holds on the daily before calling it a pullback vs. a trend shift.

[FX_Rhett-Stock Trading Analyst 【Nasdaq S&P500】 @LisaSongSutton]

$ASML is currently testing a high-level pullback, not a broken chart. 🚨📊

The 15-minute chart shows a strong jump from the 1,588 area all the way up to 1,742.7.
That was a big move in the semiconductor equipment space.
But after hitting that high, $ASML pulled back to around 1,726, so buyers are getting tested right now.

The first level I'm watching is 1,722–1,723.
If $ASML holds that zone, the short-term setup still looks good.
The real key support is 1,710–1,711.
As long as it stays above that range, the broader bullish structure is still intact.
If price can get back to 1,732–1,735, momentum starts to pick up again.

But it's not just about ASML.
When $ASML moves, people start watching the whole semiconductor gear and AI chip supply chain:
$AMAT — semiconductor equipment
$LRCX — etch and deposition tools
$KLAC — inspection and process control
$TSM — advanced chip manufacturing
$INTC — foundry expansion
$NVDA — AI GPU demand
$AMD — AI accelerators
$AVGO — custom AI chips and networking
$MRVL — AI networking and custom silicon
$MU — AI memory and HBM
$SMH $SOXX — semiconductor ETFs

My take is simple:
AI isn't just about GPUs.
AI demand eventually reaches advanced nodes, EUV tools, fabs, wafers, inspection, memory, networking, and the whole semiconductor capex cycle.
That's why $ASML is important.
It's one of the biggest bottlenecks in advanced chip manufacturing.

The chart is still constructive.
The pullback is testing support.
The semiconductor equipment story is still alive.
But after a big move, entry price matters.
I want confirmation, not emotional chasing. 📊🔥
Not financial advice.