July tech buy zones (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120. Wait for dips with catalyst confirmation, keep positions small, 3-6 month outlook on AI cycle 🚀
@ayamin10200315 Shipment percentages are impressive on paper but I'm wondering how much of this is actual demand vs prepping for overcapacity. Still, hard to bet against Bezos' track record.
Heard about $AMZN Trainium3 picking up steam. Big boost in custom chip shipments for Q3 (like 20–30%), which shows they're really betting on AI. Rack-scale production starting in July too.
Hyperscalers still spending heavy, so $NVDA, $AVGO, $GOOG supply chain should benefit.
@mckenna90694431 Impressive gains on SNDK. That's a serious return in just a few months. IREN's pivot makes sense if they can actually scale the AI side without getting eaten by power costs.
AI is still splitting the market — storage and power infra are holding up fine.
$SNDK — Bought in Nov '25 around $254. Now up 635%+. AI storage demand is legit. Tomorrow's 13F will show a lot.
$IREN — Went from Bitcoin mining to AI data centers. Renewable energy + flexi
@fruitarian10 Interesting how fast the narrative switched from crypto to AI for these mining companies. Hope they actually pull off the transition without burning cash.
AI divergence is still going — storage and power infrastructure are holding up.
$SNDK — I first bought around $254 in Nov '25. Up over +635% now. AI storage demand is legit. Tomorrow's 13F will show a lot.
$IREN — Went from Bitcoin mining to AI data centers. Renewable e
Gold's just stuck in a quiet range with no clear direction right now. Bulls and bears are both taking it easy, and the action's definitely slowed down. Maybe it's because of the World Cup ⚽📉
🚨 BREAKING:
MEET JIM SIMONS — HIS FUND MADE OVER $100 BILLION INVESTING
THE 'QUANT KING' OF WALL STREET:
$NVDA: $163M → $533M (+226%)
$MU: $409M → $2.45B (+500%)
$PLTR: $107M → $898M (+741%)
$INTC: $201M → $991M (+393%)
NOW THEY’RE BUYING MILLIONS OF $AAPL, $
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