$LULU
Whatever your opinion is on $LULU
A direction MUST be taken very shortly
- Price is holding support on the 0.78 Fib and in a VERY tight bullish descending wedge
Support is at $109
200 WMA is at $300
Burry has a position here....and he believes he is right
And if he is, there is a near +200% gain just to return to its 200 WMA.
Looking like a good add here now.
AI capex war is getting brutal, but necessary.
$GOOGL & $TSLA turning FCF negative is just the price of admission.
Wall Street is right to stay bullish here. It's adapt or dieโover-invest today or get left behind tomorrow. ๐ค
$GOOGL $GOOG printing Q2 AMC.
$116.8B rev (+21.1% YoY) expected.
honestly idc about the top line. all eyes on AI capex & cloud guidance.
gonna set the vibe for tech earnings season. ๐ฟ
๐คOnly 4 questions actually matter for $TSLA $1T+ valuation right now:
-Optimus Gen3 mass production & yield rate?
-Third-party factory deployments beating expectations?
-Official commercial delivery timeline?
-Proven cost savings vs. human labor?
This is what Wall Street is waiting on to reprice Tesla. ๐
$SKHY surges nearly 7% in pre-market trading.
As always, physical storage will always be in short supply, but the stock price wonโt beโthereโs as much as you want to buy.
$NVDA JPMorgan CEO Jamie Dimon warns: markets are underestimating the dual risks of 'geopolitical + fiscal' factors; he would not buy stocks or long-term U.S. Treasuries at current levels. $NBIS
๐A Nasdaq rally is all but locked in today. Watch for bounces across tech, especially #Semiconductors; we can put on light positions in select #Financials as well.
๐ฅฑJapan's market reopens tomorrow and continues to fill the gap lower, butterfly effect spilling over into South Korea $KOSPI, triggering another circuit breaker. $SKHY
AI memory stocks are crashing. Is the AI boom over?
Not yet.
The sell-off in $MU, $SNDK, $WDC, $SKHYNIX looks more like a technical reset than a fundamental breakdown.
The bull case:
โ HBM demand remains strong
โ AI infrastructure spending continues
โ Memory supply remains constrained
The real debate: Will AI demand stay ahead of new memory supply?
Watch:
$NVDA $MSFT $GOOGL $AMZN $META
โ AI capex
$MU $SKHYNIX
โ HBM pricing & capacity
The biggest risk is not 2026 demand. It is whether 2027โ2028 supply expansion creates oversupply.
Full analysis:
https://t.co/VHlcBeGvLe
#AI #Semiconductors #HBM #MemoryChips #Investing
Kimi K3 limiting user access isn't a model problemโit's an AI infrastructure problem. ๐
Compute $INTC and memory $SKHY $DRAM availability matters.