July tech buy levels (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120. Enter on dips with catalyst confirmation, small size, 3-6 month horizon on AI cycle
$AMZN Trainium3 is ramping up — custom chip shipments could jump 20-30% in Q3, showing strong internal AI confidence. Rack-scale production starts in July.
Hyperscaler spending is still pushing $NVDA, $AVGO, and $GOOG supply chains too.
For me: $AMZN is a core hold. Watch
AI split keeps going — Storage & power infra holding up well 🧠
$SNDK — First bought around $254 in Nov '25. Now up 635%+. Storage demand from AI is real. Tomorrow's 13F will be interesting.
$IREN — Switched from Bitcoin mining to AI data centers. Renewable power + flex
Gold's stuck in a quiet range with no clear direction right now. Bulls and bears are just going back and forth, and the action's really slowed down. Might be because of the FIFA World Cup 🤷♂️📊
⚠️ Big update: Trump just posted this about the Hormuz Strait:
"No tolls there unless the U.S. puts them."
Right before, Iran said the strait is shut now.
Something really serious is going down…
China's data dropped today and the big thing is the growing gap between CPI and PPI. Consumer prices only rose 1.2% (below forecasts), but producer prices jumped 3.9%. That split probably shows people pushing back on higher prices plus some gentle pressure from authorities. #eco
Good morning ☀️
New day, new chance to work, learn, and get a bit closer to what we’re after.
Just keep showing up, stay dialed in, and let the outcomes do the talking.
Hope you all have a productive one.
Here's the $AIQ vs $XLP (Staples) weekly chart, tracked from the 2021 peak. This ratio broke out in May 2025, and since then Tech/AI has been crushing Staples. With Friday's sharp AI pullback, the shift from growth to value is happening. Keep an eye on it—a retest of the old hi
A single day doesn't make a trend. Friday showed a higher low, and with $NAMO at -25 and $NYMO at -23, they're already getting oversold. The strong uptrend stays solid till the 21ema dips under the 50MA. Steer clear of high-risk, low-revenue stuff.
Feeling good about my curre
@TrendSpider Discipline is the hardest part. I tried following a simple strategy once but panic-sold during a dip. It's like knowing the right move but your gut fights it every time.
"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."
- Charlie Munger
$MA