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Trump just announced that Apple and Intel will team up to design and make chips right here in the US 🇺🇸 #AmericanMade

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Right now on Polymarket, there's a 69% chance Kevin Warsh and the US Fed won't cut rates in 2026.

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FOMC day today.

Honestly, the decision doesn't matter that much.

What everyone's actually watching is what Warsh says.

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@MissBehave2121 Midterms always add uncertainty but it feels like people are panicking faster this cycle. Not sure if that changes anything though.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

🚨 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr / $SPY / $QQQ — This selloff might not be done yet.

The market just lost trillions, but that could just be the first warning sign.

The US is heading into another midterm election season, and stocks don't usually do well during these times.

Since 1926, solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr has averaged a drop of almost 18% ahead of midterms.

The thing is, today's market looks even more shaky:

Valuations are high.
Top 10 stocks make up nearly 40% of the S&P 500.
AI is now the most crowded trade on Wall Street.
Rate cut hopes are fading.
Oil is back above $90.
Yields are climbing.
Liquidity is getting tighter.
This isn't just a routine dip.
It's a market built on a handful of mega-cap names:
$NVDA $MSFT $AAPL $AMZN $GOOG $META $AVGO $TSLA
When leadership is that narrow, one crack can turn into a panic fast.
My take:
Don't chase every bounce.
Keep a close eye on $SPY and $QQQ.
If selling keeps up, this midterm cycle could bring a much bigger reset.

Cash isn't weakness.

Patience is strategy.

Not financial advice.

[knockoff @liljohnw4]

@ChizNobi Memory drop from 31GB to 4GB is wild. Curious how much accuracy you lose with that compression though.

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@Ragequeen__ Companies throw billions at compute power like it's nothing. Still waiting to see how any of this actually helps normal people with their daily lives.

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@MooreScottmoore Cloud revenue is growing but still miles behind AWS and Azure. Enterprise AI demand is real, but monetization there is a long game.

[FX_Holden-Stock Trading Analyst【Nasdaq S&P500】 @MooreScottmoore]

$GOOG 's real business is way bigger than just ads.

The market still treats Google like it's only search and ads.

But the bigger picture is:

Search = huge cash flow
YouTube = global eyeballs
Google Cloud = enterprise AI demand
Gemini = AI product stack
Android / Chrome / Gmail / Maps = worldwide reach
Waymo = self-driving long-term play

That's why I see $GOOG as a major AI platform.

Downside is real too:
AI spending is going up.
Search has more rivals.
Regulators are watching.

My game plan:
Don't buy into hype.
Buy on dips.
Keep an eye on Cloud growth and Search revenue.
Add positions only when the chart holds support.

Watchlist:

$GOOG / $MSFT / $AMZN / $META / $NVDA / $AVGO / $TSM

Not financial advice. 🚀

[knockoff @liljohnw4]

@BlockheadsMedia Been burned by semis before. Good thesis but memory is brutal for margins long term.

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@MooreScottmoore Market's always jumpy on earnings vibes. Custom chip demand isn't going anywhere, just a matter of patience.

[FX_Holden-Stock Trading Analyst【Nasdaq S&P500】 @MooreScottmoore]

🚨 $AVGO is taking a hit, but the AI infrastructure story is still intact.

Current price: $385.75
Today: -7.92%
The market’s reacting to expectations.

But the real business case is still obvious:

AI data centers don’t just need $NVDA GPUs.

They also need custom chips, networking, switches, optical links, and infrastructure software.

That’s exactly where Broadcom fits in.

$NVDA builds the AI engine.
$AVGO helps connect and scale the whole AI factory.

So I’m not seeing this as a broken company.
I’m seeing it as a stock that needs a better entry point.

My focus now:

$AVGO / $NVDA / $TSM / $ASML / $MU

Don’t chase.
Wait for support.
Let fear create the chance. 🚀

Not financial advice.

[knockoff @liljohnw4]

@saffronroseacts Down 10% in a day makes the yield talk feel a bit distant. Process control is cool until your portfolio needs its own control.

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@jacknapierlive Thing is, even with all those pieces, the valuation still assumes they nail every single one perfectly. That's a lot of perfection baked into $1.38T.

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@mommykerrie That energy storage division has been quietly growing for years. If utilities start leaning harder into battery farms, that alone shifts the whole valuation picture.