David Parish

Pastor at Magnolia Baptist Cleveland, TX - HVAC Business Owner, Husband, and Father to 8 kids....that's about it!

[David Parish @spaceboydave]

@XAUUSD_Market 金が下がると株も下がるって、もう何も安心できる資産ないみたいで嫌になるわ。戻す動きがあったってのも、一時的なら余計にややこしい。

[💞FX|XAUUSD（GoldEA）ゴールド|ドル円|トレーダー|USDJPY @XAUUSD_Market]

金の相場アップデート📊
今日の高値からだいたい85ドルぐらい下がってる📉
午後にちょっと戻す動きあったけど、まだ下げトレンドが終わったとは言えない感じ。

ファンダ的には、市場全体がリスク回避ムード継続中⚠️
米国株もかなり弱い：
$SPY 📉
$SPX 📉
$QQQ 📉
みんな売られてる。特に

[David Parish @spaceboydave]

@XAUUSD_FXwt 85ドル下落って結構な値動きだね。戻しも弱いなら、まだナイフキャッチしに行くタイミングじゃなさそう。株も一緒に売られてるのはちょっと気になる。

[💗FX|XAUUSD（GoldEA）|ドル円ユーロドルゴールド投資USDJPY @XAUUSD_FXwt]

XAUUSD ゴールドの動き 📊

今日の高値から約85ドル下落してるよ 📉
午後にちょっと戻したけど、まだ下げトレンドが終わったとは言い切れない感じ。

基本的な流れとしては、市場全体がリスク回避モード ⚠️
米国株もかなり売られてて、$SPY📉 $SPX📉 $QQQ📉 みんな厳しい。
特にテクノロジー

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

🇺🇸 $NVDA — There might be something big brewing.

Jensen Huang doesn't usually show up unless the AI infrastructure story is getting even bigger.

Right now, everyone's watching for a major reveal, with chatter pointing to deeper AI compute partnerships.

Nothing's official yet.

But one thing's for sure:

AI demand is still blowing up.

SpaceX is inking huge compute deals.
Google needs more GPUs.
Anthropic needs more capacity.
And $NVDA is still right in the middle of the whole AI supply chain.

The real play isn't just AI models.

It's chips, data centers, power, and compute.

Keep an eye on:

$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA

Big swings might be coming.

Don't jump in blindly.

Follow the compute.

[David Parish @spaceboydave]

@MikePinto3 Guess the real bottleneck isn't just chips but keeping the lights on too. Wonder how long before power grids start dictating the pace of AI.

[David Parish @spaceboydave]

@mommykerrie Memory drops like that could finally make local AI setups practical for people who don't want to rent cloud GPUs.

[David Parish @spaceboydave]

@care22t So Google is essentially renting brainpower from a rocket company. That's either genius or a sign that the cloud giants are hitting a wall.

[FX_Brooks-Stock Trading Analyst【Nasdaq S&P500】 @care22t]

This SpaceX x Google deal is way bigger than just another AI headline.

Google’s reportedly paying SpaceX $920M every month for AI compute through 2029.

That’s around 110,000 NVIDIA GPUs sitting inside SpaceX data centers.

Here’s what that tells me:

Even Google doesn’t have enough compute.

The real AI fight isn’t just about chatbots or models anymore.

It’s about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure

SpaceX used to just be rockets and satellites.
Now it’s turning AI compute into a cash machine.
After the Anthropic deal, SpaceX’s AI compute contracts could pull in roughly $26B in annual revenue.

That’s wild.

The stocks I’m watching because of this trend:

$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA

$TSLA isn’t directly SpaceX, but the Elon AI infrastructure story still matters.

My take is simple:

AI isn’t just software anymore.

AI is turning into an infrastructure arms race.
Don’t chase hype.
Follow the compute.

[David Parish @spaceboydave]

@BlockheadsMedia Feels like politicians are just slapping new labels on the same old playbook. Who actually gets to decide what 'owning a piece' looks like in practice?

[David Parish @spaceboydave]

@flakeybrunette 21.6 P/E isn't bad for a cash cow like that, but I'm still cautious about how much of the future is already baked in.

[David Parish @spaceboydave]

@DavidKWilliams 54 P/E on a stock that just dropped 9% and nobody talks about? That's not 'under the radar,' that's a warning sign. Yield management only matters if the chips actually sell.

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

🚨 $KLAC is not just a semiconductor equipment stock.

Current price: $1,929.20
Today: -$201.88 / -9.47%
Market cap: ~$254B
P/E: ~54.6x.
The market talks about $NVDA, $TSM, $ASML, $MU.
But few people understand KLA’s real role.
$KLAC is the process control and yield management leader.
In simple terms: it helps chipmakers find defects, improve yield, and manufacture advanced chips more efficiently.

That matters because AI chips are becoming harder to produce.

More advanced nodes.
More complex wafers.
More advanced packaging.
More need for inspection and metrology.

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

My view:

$NVDA creates AI compute demand.
$TSM manufactures advanced chips.
$ASML provides EUV tools.
$KLAC helps make sure those chips can actually be produced at high yield.
That is why $KLAC is not a normal equipment company.
But after a big run and with a high valuation, I would not chase.
I’m watching pullbacks in:

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

Best strategy:
Wait for support.
Wait for fear.
Buy the companies controlling the bottlenecks. 🚀
Not financial advice.

[David Parish @spaceboydave]

@flakeybrunette So the bull case is basically banking on a bunch of future promises. I've heard this for years, but the stock keeps getting hammered on delivery numbers. Hard to ignore the here and now.

[David Parish @spaceboydave]

@AliShahReinvent Almost $11B a year is wild, but I wonder how long that kind of spending is sustainable for Google, even with their cash pile. Cloud margins must be razor thin.