More than half of top $SPY YTD winners now in -25%+ drawdowns. Memory & semis cooling after massive runsโbuy the dip or rotation ahead? Data-driven charts show volatility in AI plays. ๐ฅ
Patience is the ultimate edge in this market. With cooler CPI and PPI prints coming through, the disinflation trend is extending โ giving the Fed breathing room and supporting a constructive backdrop for long-term compounders. Short-term chip volatility or oil spikes create noise
Cooler inflation data is giving the market some breathing room.
Chip stocks took a hit today but the broader tape is holding steady near highs.
Theme of rate relief > short-term noise.
Watching for clean breaks on leaders.
Not advice, just scanning.
My July tips:
โข $TSLA โ Stay away
โข $HOOD โ Skip it
โข $AMD โ Pass
โข $MSFT โ Grab at $375โ$382
โข $META โ Snag at $590โ$600
โข $NVDA โ Buy at $192โ$198
โข $RKLB โ Pick up at $78โ$82
โข $IONQ โ Get at $40โ$43
$ASTS should be $1000 but it's at $75
$NBIS should be $500 but it's $220
$AAOI should be $450 but it's $123
$HIMS should be $100 but it's $36
$OSCR should be $50 but it's $31
$ONDS should be $20 but it's $7
These aren't guesses โ they're actual price targets.
Trump says the Iran ceasefire is done. Oil's shooting up, Dow tanked 576 points, but Nasdaq held steady.
Energy stocks are finally waking up. Watching $XOM for a swing trade.
Not going all in yet, but volatility is definitely back.
Retail might freak out, but smart money c
Stop hunting for those overhyped memory chip stocksโฆ
Grab these 5 with the same huge potential instead:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this post. Youโll be glad you did. Early movers get the gains!
Zuckerberg talking about jumping into the AI cloud business is a huge long-term play. Metaโs using its giant user base and existing setup to take on AWS, Azure, and GCP.
Big upsides:
- Strong ad revenue funding AI growth
- New income from cloud services
- Dip-buy opportun
Stop chasing those scorching memory chip stocks...
Go for these 5 with the same huge potential instead:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this post. Youโll be glad you did. Early movers win big! ๐