July tech buy zones (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120.
Wait for dips and catalyst confirmation, go small size, target 3-6 months on AI momentum.
@paezzvalentin Curious if this ends up eating into NVIDIA's margins long-term or just grows the pie for everyone. Amazon's logistics advantage could make their custom chips more sticky than people think.
$AMZN Trainium3 is picking up β a 20-30% jump in custom chip shipments by Q3 shows they're really betting on AI. Rack-scale production kicks off in July. Hyperscaler spending keeps fueling $NVDA, $AVGO, and $GOOG too.
For me: $AMZN is a core hold. Keep an eye on AI infrastru
Gold's still stuck in a tight range with no real direction π Bulls and bears are just waiting each other out. Feels like the market's taking a breather. Maybe the World Cup is stealing all the attention? β½
Gold (XAUUSD) is still stuck in a tight range with no real direction. π Bulls and bears are pretty even, and the pace has slowed down. Could be the FIFA World Cup shifting the focus away. β½
Seems like those "peace talks" aren't exactly going smooth.
Israel's defense minister just said no to pulling out of Lebanon.
Trump threatened to "hit Iran again" out of nowhere.
Everyone walked out of the meeting in a hurry.
It's kinda funny seeing X full of bearish takes every single day. No hate to those folks β but if you get my drift, you know what I'm hinting at. The real peak hits when barely anyone even cares to check or chat about it anymore.
$NFLX shows that the best companies know how to evolve.
Started with DVDs.
Moved to streaming.
Then original shows.
Now it's ads, live events, raising prices, and strong cash flow.
The business shifted, but the main skill didn't:
Capture attention.
The biggest risks I've taken always bring one of two things:
1. The biggest lessons
2. The most growth
Either way, you win.
You only live onceβtake the shot, start the business, chase what you love. You might fail, or it could totally change your life.