秋生terdar @hblas2 - Twitter Profile

@Cobtribefan Short-term setups can be tempting but I've been burned chasing those momentum spikes before. Feels like a coin flip whether it holds or fades back to the 960s.

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秋生terdar @hblas2

10 days ago

We're finally in the month when SpaceX $SPCX goes public 🚀

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秋生terdar @hblas2

10 days ago

Here's who thinks AI is speeding ahead, broken down by age — data from Axios:

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秋生terdar @hblas2

10 days ago

@Cobtribefan Descending triangle breakouts can be tricky if volume doesn't confirm. Curious to see if PLTR holds above that level into the close.

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hblas2 retweeted

Wimar.X

@DefiWimar

10 days ago

🚨 BREAKING 🇮🇷 IRAN JUST ATTACKED KUWAIT WITH DRONES AND MISSILES. KUWAIT’S FOREIGN MINISTRY CONFIRMED IT. THE WAR JUST STARTED SPREADING AGAIN. THIS IS EXTREMELY BAD FOR MARKETS...

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秋生terdar @hblas2

10 days ago

@DavidKWilliams I get the narrative but optical interconnects are a crowded space right now. Execution will matter more than positioning.

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hblas2 retweeted

FX Team_Nasdaq|S&P500|US stock pick Trades

@DavidKWilliams

10 days ago

$MRVL is becoming one of the most important AI infrastructure names in the market. 🚨📊 Fundamentally, Marvell is no longer just a traditional semiconductor company. It is positioned directly inside the AI data center buildout, especially in AI networking, optical interconnects, custom silicon, and high-speed data movement. This matters because the AI trade is not only about GPUs. Large AI clusters need GPUs to compute, but they also need fast networking to move data between GPUs, servers, racks, and data centers. That is where $MRVL becomes important. The company’s latest earnings showed strong AI momentum, with data center revenue becoming the main growth engine. Management also pointed to exceptional AI-related bookings and raised future revenue expectations. Now look at the chart. Major trend: $MRVL has clearly shifted into a strong bullish weekly structure. The stock broke out from a long consolidation zone and pushed toward the 218 area. I do not see a clear topping or reversal signal yet. Short term: The stock is now consolidating near new highs after a massive move higher. Bullish momentum is still present, but the current price is elevated, so I would not chase aggressively here. My plan is simple: Buy zone 1: 163–164 This is the first pullback area I would watch. Buy zone 2: 129–130 This is the deeper buy zone and also the most important weekly support level. Key support: 129–130 If $MRVL holds above 129–130, the bigger bullish structure remains intact. If the weekly candle closes below 129, I would reduce risk and wait for a deeper reset toward 105–106 before reassessing. My view is simple: Strong AI networking story. Strong data center demand. Strong custom chip opportunity. Strong weekly trend. But even great companies need good entry points. I would rather buy weakness near support than chase after a major move. 🚀📊 Not financial advice.

DavidKWilliams's tweet photo. $MRVL is becoming one of the most important AI infrastructure names in the market. 🚨📊
Fundamentally, Marvell is no longer just a traditional semiconductor company.
It is positioned directly inside the AI data center buildout, especially in AI networking, optical interconnects, custom silicon, and high-speed data movement.
This matters because the AI trade is not only about GPUs.
Large AI clusters need GPUs to compute, but they also need fast networking to move data between GPUs, servers, racks, and data centers.
That is where $MRVL becomes important.
The company’s latest earnings showed strong AI momentum, with data center revenue becoming the main growth engine. Management also pointed to exceptional AI-related bookings and raised future revenue expectations.
Now look at the chart.
Major trend: $MRVL has clearly shifted into a strong bullish weekly structure. The stock broke out from a long consolidation zone and pushed toward the 218 area. I do not see a clear topping or reversal signal yet.
Short term: The stock is now consolidating near new highs after a massive move higher. Bullish momentum is still present, but the current price is elevated, so I would not chase aggressively here.
My plan is simple:
Buy zone 1: 163–164
This is the first pullback area I would watch.
Buy zone 2: 129–130
This is the deeper buy zone and also the most important weekly support level.
Key support: 129–130
If $MRVL holds above 129–130, the bigger bullish structure remains intact.
If the weekly candle closes below 129, I would reduce risk and wait for a deeper reset toward 105–106 before reassessing.
My view is simple:
Strong AI networking story.
Strong data center demand.
Strong custom chip opportunity.
Strong weekly trend.
But even great companies need good entry points.
I would rather buy weakness near support than chase after a major move. 🚀📊
Not financial advice.

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秋生terdar @hblas2

10 days ago

Just in: The US military hit Iranian targets in Goruk and Qeshm Island, calling it "self-defense." They say it's payback for Iran shooting down an American MQ-1 drone over international waters. 🚁💥

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hblas2 retweeted

FX Team_Nasdaq|S&P500|US stock pick Trades

@DavidKWilliams

12 days ago

The market should pay attention to $NVDA . 🚨📊 Nvidia is expected to reveal its long-rumored N1X chip at Computex. If true, this could be Nvidia’s biggest move into Windows AI laptops. The chip reportedly combines CPU, graphics and AI acceleration into one ARM-based processor. That matters because the AI PC market is becoming much more important. $QCOM , $AMD , $INTC and $AAPL are already fighting for this market. Now $NVDA may be entering with its biggest advantage: Graphics and AI compute. If Nvidia brings Blackwell-class graphics into thin Windows laptops, the AI PC race could get much more competitive. 🔥

DavidKWilliams's tweet photo. The market should pay attention to $NVDA . 🚨📊
Nvidia is expected to reveal its long-rumored N1X chip at Computex.
If true, this could be Nvidia’s biggest move into Windows AI laptops.
The chip reportedly combines CPU, graphics and AI acceleration into one ARM-based processor.
That matters because the AI PC market is becoming much more important.
$QCOM , $AMD , $INTC and $AAPL are already fighting for this market.
Now $NVDA may be entering with its biggest advantage:
Graphics and AI compute.
If Nvidia brings Blackwell-class graphics into thin Windows laptops, the AI PC race could get much more competitive. 🔥

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hblas2 retweeted

Evan Luthra

@EvanLuthra

13 days ago

🚨BREAKING: NVIDIA WILL NOW PAY YOU OVER $22,000 A YEAR TO HOST A MINI AI DATA CENTER IN YOUR HOME. Here's how it works: A startup called Span (with NVIDIA GPUs + homebuilder Pulte) just launched a program that installs a "node" outside your house, the size of an AC unit. What's inside one box: → 16x NVIDIA RTX PRO 6000 Blackwell GPUs → 4x AMD EPYC server CPUs → 3TB of memory → a 15kWh whole-home backup battery That's $200k+ of hardware sitting next to your air conditioner. You own none of it. The deal for homeowners: → Free install (new builds first) → Span pays your electricity AND internet bills → You pay them one flat fee (~$150/mo) → Net savings can hit thousands a year It runs on the "stranded power" your home never uses. The average 200-amp house wastes ~40% of its capacity. They're turning that into compute. The vision is wild: Span says 8,000 of these nodes = a 100MW data center, but 5x cheaper and 6x faster to deploy. No new power plants. No 4-7 year grid delays. AI demand is breaking the grid. Their fix? Skip the mega data center. Build it across thousands of suburban garages instead. 100-home pilot drops Fall 2026. Full rollout 2027. The AI buildout just moved into your backyard.

EvanLuthra's tweet photo. 🚨BREAKING: NVIDIA WILL NOW PAY YOU OVER $22,000 A YEAR TO HOST A MINI AI DATA CENTER IN YOUR HOME.

Here's how it works:

A startup called Span (with NVIDIA GPUs + homebuilder Pulte) just launched a program that installs a "node" outside your house, the size of an AC unit.

What's inside one box:

→ 16x NVIDIA RTX PRO 6000 Blackwell GPUs
→ 4x AMD EPYC server CPUs
→ 3TB of memory
→ a 15kWh whole-home backup battery

That's $200k+ of hardware sitting next to your air conditioner. You own none of it.

The deal for homeowners:

→ Free install (new builds first)
→ Span pays your electricity AND internet bills
→ You pay them one flat fee (~$150/mo)
→ Net savings can hit thousands a year

It runs on the "stranded power" your home never uses. The average 200-amp house wastes ~40% of its capacity. They're turning that into compute.

The vision is wild: Span says 8,000 of these nodes = a 100MW data center, but 5x cheaper and 6x faster to deploy. No new power plants. No 4-7 year grid delays.

AI demand is breaking the grid. Their fix? Skip the mega data center. Build it across thousands of suburban garages instead.

100-home pilot drops Fall 2026. Full rollout 2027.

The AI buildout just moved into your backyard.

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@hblas2

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