July tech buy zones (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120. Skip chasing, jump in on dips once catalyst shows up. Keep it small, hold 3-6 months on AI cycle.
Looks like $AMZN is ramping up Trainium3 big time. Custom silicon shipments up 20-30% in Q3 shows they're bullish on AI and rack production starts in July. Hyperscaler spending still strong for $NVDA $AVGO $GOOG.
I'm holding $AMZN as a core position. Keep an eye on AI infrast
AI is splitting apart โ but storage & power are still holding strong
$SNDK โ First bought around $254 back in Nov '25. Now up over 635%. AI really needs storage. Tomorrow's 13F could tell a lot.
$IREN โ Started as a Bitcoin miner, now moving into AI data centers. Renewa
XAUUSD Gold Market Update ๐ Gold continues to trade in a low-range consolidation without a clear trend. Bulls and bears remain in balance, and momentum has slowed noticeably. One possible reason is the FIFA World Cup
Did a stock draft with the crew and here's my 12 picks I gotta hold till June 2027...
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $GLXY
11. $SNDK
12. $BE
Am I screwed?
VANDA RESEARCH:
Over the last 3 days, regular investors have piled into SpaceX $SPCX just as much as they bought into all these stocks together...
$NVDA $GOOGL $META $SPY $QQQ $AMZN $MSFT
People really want more SpaceX.
The market doesn't care about your perfect research or charts. Nobody nails tops and bottoms every time.
Stocks aren't for most people. They reward those who hold strong in solid companies โ and keep cash ready to buy the dips. That's how you actually compound.
Patience a
Leopold Aschenbrenner's hedge fund just hit over $20 billion in AUM, making it one of the fastest growing ever.
He started Situational Awareness in late 2024 at 24 with zero investing experience, after getting noticed for his AI work at OpenAI.
The fund returned 200% in 20
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Robinhood's got its fingers in all the big stuff:
- the whole AI boom
- prediction markets heating up
- those massive IPOs
- boomer money shifting hands
- private equity going public again
Now that's what I call picks & shovels...
$HOOD
Around 4,000+ current and former SpaceX folks could become paper millionaires next week when their stock vests at IPO. Long-timers might see their net worth jump by tens of millions overnight. Big changes coming in Texas and California for sure!