jenn

[jenn @jenn__r]

AI/Tech Still on Deep Discount!

$META: $700+ → ~$650
$NVDA: $250+ → ~$205
$TSLA: $700+ → ~$380
$AVGO: $400+ → ~$370
$AMD/ $MRVL/ $CRWD also well below peaks

The entire AI trade remains discounted. Fundamentals strong — great window?

[Retail Mourinho @retail_mourinho]

In May, I sold $ASTS at $120–133 and $ONDS at $13–14.

I knew a market correction was imminent.

What I didn’t do well was buying back in too early. I bought before the 200 MA and went heavy at the 200 MA, but they ended up undershooting it by a wide margin.

Lesson: No one can time the market perfectly, but you can anticipate it.

I’m down a lot over the past two weeks, but if I hadn’t sold near the top in this swingy market, my portfolio wouldn’t be up XXX% YTD.

This is a swing trader’s market - for now.

–RM

[jenn @jenn__r]

@JakeTradesss $MU pulling back again today.Typical chip volatility — big dips then violent bounces. Semis swinging wildly lately.Mostly noise and liquidity sweeps, not fundamentals. Sell one day, buy the next.$MU is still a core AI memory name

[jenn @jenn__r]

Many don’t realize how many tech names are rebounding hard today after the selloff.
Rebounders: $MU +12%, $SNDK +9%, $NBIS +7%, $MRVL +6%, $AVGO +5%, $NVDA +4%
Smart money buying the fear. Still massive upside if AI spend continues.

[jenn @jenn__r]

TeraWulf recently signed a 20-year data center lease with Anthropic for 400MW of capacity, with first power delivery expected in 2H 2027, with the lease expected to generate around $19 billion in revenue. $WULF $AVGO $GOOG $NVDA

[jenn @jenn__r]

ウォーレン・バフェット、もっと株価が下がるのを待ってるって🤯👀 3月の下落は全然甘かったって言ってるよ👻📉

[jenn @jenn__r]

🚨速報

🇺🇸🇮🇷 アメリカとイラン、攻撃停止と今週の協議で合意したってAxios報道。

予測市場では和平合意の確率が急上昇して50%に。

市場にはめちゃくちゃ強気だわ…💥

[jenn @jenn__r]

速報！2026年FIFAワールドカップ、ついに史上最多観客数を記録した大会に認定されたみたい⚽🔥

[jenn @jenn__r]

1976年、ノーラン・ブッシュネルはたった5万ドルでアップルの3分の1を買うチャンスを逃したんだって。
今ならその株、1.4兆ドルの価値で地球上で一番の金持ちだったのにね。
2,800万倍のリターンを自ら断ったんだよ。

[jenn @jenn__r]

AppleのVision Proとスマートグラス開発を統括してたトップ責任者が、OpenAIに移籍するらしいよ。ブルームバーグの報道。 $AAPL

[jenn @jenn__r]

ジェレミー・グランサムが、今の市場はアメリカ史上最も割高だって言ったんだ。

GMOの創業者で、2000年と2021年のバブルを予言した人。CNBCで、このバブルが弾けたら株価はどこまで下がるか聞かれてた。

彼の予想は思ったより大きい。トレンドに戻るとしたら、50％じゃなくて70％近い下落になる

[jenn @jenn__r]

過去のデータを見ると、強気相場の終わりは金利が高い時であって、今みたいな状況じゃないらしいよ、ってシティが言ってた📊
$SPY $QQQ

[jenn @jenn__r]

速報：マルコ・ルビオ氏、2028年大統領選で優位に立つ見込み

[jenn @jenn__r]

Just in: The S&P 500's CAPE ratio just hit 41 — that's the second highest ever.

The only time it was higher? At the dot-com bubble peak in 1999, when it reached 44.

Markets are pricing in everything going right.

[jenn @jenn__r]

$MSFT hit a fresh 8.5-year low compared to $QQQ today. Crazy… at some point, something's gotta give.

[jenn @jenn__r]

Everyone's got a take—bulls, bears, you name it. They all sound right or at least think they are.

But fundamentals don't care about opinions. Price always finds its way back to real value.

[jenn @jenn__r]

@MarcosMillaYT Bold call. Gotta admit, I'm curious what's backing that conviction beyond just hopium.

[Marcos Milla @MarcosMillaYT]

It’s gotta be so obvious that $DRAM is a $200 ETF in the next 18 months…

[jenn @jenn__r]

Today's moves:

Opened: $AMD covered call ✅
Rolled: None
Closed/Expired: $AMD cash-secured put ✅

Full list of trades is in the Discord 💬

[jenn @jenn__r]

Getting more convinced every day that $META will see solid returns on their spending, no matter what.

This latest Zuck quote says it all. They’re not even planning to rent out compute right now, but businesses keep asking—and offering top dollar for it.

So even if intern