July tech buy levels (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120. Enter on dips with catalyst confirmation, small size, 3-6 month horizon on AI cycle
Big news for $AMZN. Trainium3 is ramping up with a 20-30% boost in custom silicon shipments this quarter. That's a solid sign they're betting big on AI, and rack-scale production kicks off in July. Meanwhile, hyperscaler spending keeps fueling $NVDA, $AVGO, and $GOOG supply chai
AI's still breaking into two camps — storage & power are holding up.
$SNDK — Bought around $254 in Nov '25. Up 635%+. The AI storage demand is real. Tomorrow's 13F will be interesting.
$IREN — Switched from Bitcoin mining to AI data centers. Renewable power + flexible c
Gold is still stuck in a tight range without a clear move up or down. Bulls and bears are pretty even right now, and things have definitely slowed down. Maybe it's the World Cup taking the edge off. ⚽📉
🚨 BIG NEWS:
🇺🇸🇮🇷 Trump just dropped this:
"NO TOLLS IN THE HORMUZ STRAIT UNLESS THE U.S. DOES IT"
Iran earlier said the strait is closed now.
Something really bad is going down...