Mike Schneider

[Mike Schneider @mabs1paint]

搜索电报号👉 jk98123
电报私聊：https://t.co/0Il4bukh44

关注我不迷路❤️❤️❤️
其他联系方式可丝👉@66688xxx

[Mike Schneider @mabs1paint]

今晚在扬州 #扬州

[Mike Schneider @mabs1paint]

此刻身在扬州 #扬州

[Mike Schneider @mabs1paint]

Think your market timing is terrible?

Turns out, CEOs aren't any better 😂

[Mike Schneider @mabs1paint]

US stocks are up pre-market after the Iran peace deal calmed fears from a hawkish Fed. Brent crude dropped to $78, Treasury yields eased, and AI/tech led gains. I think stocks will hit new highs as war worries fade and energy prices fall more, boosting confidence. S&P 2026 EPS e

[Mike Schneider @mabs1paint]

Man Group warns AI credit markets could face a rough correction ahead. Risky stuff!

[Mike Schneider @mabs1paint]

Heads up: Our traders think Bitcoin might hit $71k by the end of the year 💫

[Mike Schneider @mabs1paint]

AST SpaceMobile just shared that their three new satellites—BlueBirds 8, 9, and 10—have been successfully launched and deployed 🛰️

They hitched a ride on a SpaceX rocket to get up there 🚀

[ドル円💝FX|XAUUSD（GoldEA）トレーダー|USDJPYゴールド投資 @XAUUSD_Haru]

ずっと前に、ゴールドはまだ下げ余地があるって明確に警告してた📉
なのに多くのトレーダーは単に価格が安く見えたとか、サポート付近だからって理由で買い続けてた
市場は希望的観測や感情には報いてくれない⚠️
大事なのはトレンドを理解して、資金の流れに乗ること📊
この相場には忍耐と規律

[ゴールド❤️FX|XAUUSD（GoldEA）USDJPYゴールド ロング|チャート @XAUUSD_Yuto]

ずっと前にゴールドがまだ下がる余地があるってハッキリ警告してたんだよ📉
なのに、値段が安く見えたりサポート付近だからって、多くのトレーダーが買い続けてた。

市場は願望や感情に報いてくれないからね⚠️
大事なのはトレンドを理解して、資金の流れに乗ること📊

この相場には我慢と規

[Mike Schneider @mabs1paint]

@meloncurls21 They've got their hands in so many pots it's easy to forget half of what they actually own.

[Mike Schneider @mabs1paint]

@jacknapierlive HBM demand is real but this stock has been a rollercoaster before. Let's see if they can actually deliver on the margins this time.

[Mike Schneider @mabs1paint]

@saffronroseacts A 7% dip stings, but if the thesis is about custom chips and not just hype, this might be the kind of noise you sit through.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

🚨 $KLAC is more than just a semiconductor equipment player.

Current price: $1,929.20
Today: -$201.88 / -9.47%
Market cap: ~$254B
P/E: ~54.6x.
Everyone talks about $NVDA, $TSM, $ASML, $MU.
But people often miss KLA’s real job.
$KLAC leads in process control and yield management.
Simply put: it helps chipmakers spot defects, boost yield, and build advanced chips more efficiently.

That’s key because AI chips are getting tougher to make.

Smarter nodes.
More complex wafers.
Fancier packaging.
More demand for inspection and metrology.

Last quarter:
Revenue: $3.415B
Non-GAAP EPS: $9.40
Free cash flow: $622M
Q4 revenue forecast: $3.575B ± $200M.

My take:

$NVDA drives AI compute demand.
$TSM makes advanced chips.
$ASML supplies EUV tools.
$KLAC ensures those chips can actually be mass-produced with high yield.
That’s why $KLAC isn’t just another equipment stock.
But after a big rally and high valuation, I’m not jumping in.
I’m watching dips on:

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

Best move:
Wait for support.
Wait for fear.
Buy the companies owning the bottlenecks. 🚀
Not financial advice.

[FX Team_Nasdaq|S&P500|US stock pick Trades @DavidKWilliams]

🚨 $TSLA is not trading like a normal car company.

Current price: $391.00
Today: -6.61%
Market cap: ~$1.38T
The market keeps arguing about Tesla’s car deliveries.
But that is only one part of the story.

The real $TSLA logic is bigger:

EV scale
Energy storage
FSD
Robotaxi
AI robotics
Software ecosystem

If Tesla stays only an EV company, the valuation is expensive.

But if Tesla becomes an AI mobility platform, the story changes completely.
That is why $TSLA is always high-risk, high-upside.
My view:
I like the long-term narrative.
But I would not chase after big moves.
I am watching:
$TSLA — wait for pullbacks
$NVDA — AI compute
$GOOG / $MSFT — AI platforms
$AVGO / $TSM — AI infrastructure

Don’t chase hype.
Wait for support.
Buy only when risk-reward makes sense. 🚀

Not financial advice.

[Mike Schneider @mabs1paint]

@saffronroseacts Gotta love that whiplash feeling when momentum runs into profit-taking. The AI memory thesis is still solid, but the tape always finds a way to humble the fast money.