Steve Resavy

[Steve Resavy @sresavy50]

Cathie Wood's Ark Invest scooped up 223,690 shares of Snowflake $SNOW yesterday 📈💸

[Steve Resavy @sresavy50]

Apple is reportedly working on camera-equipped AirPods and a foldable iPhone, both aiming for a 2027 release per Bloomberg. 📱🎧

[Steve Resavy @sresavy50]

FOMC day is here 🎯

The actual decision? Doesn’t really matter.

What matters is whatever Warsh has to say.

[Steve Resavy @sresavy50]

@XAUUSD_Tokyo リスク回避でゴールドが売られるって、なんか皮肉だよな。安全資産のはずが株と一緒に下がるパターン、ここ数年よくある気がする。

[💞FX|XAUUSD（GoldEA）USDJPY|トレーダーゴールド @XAUUSD_Tokyo]

XAUUSD ゴールドの動向 📊

今日の高値から約85ドル下落中 📉

午後にちょっと戻す動きはあったけど、まだ下落トレンドが終わったとは言えないね。

基本的には、市場全体がリスク回避ムード ⚠️

米国株も結構やられてて：
• $SPY (S&P 500 ETF) 📉
• $SPX (S&P 500 指数) 📉
• $QQQ (ナスダック100 ETF) 📉
みんな売られてる。
特にテクノロジー株は利益確定の動きが激しくて、投資家は慎重になってる。

主要な株価指数が一緒に下がると、ボラティリティがゴールド含めていろんな資産に広がりやすいんだよね。

テクニカル的には、4375エリア��引き続き買い手と売り手の重要な攻防戦 📊

ここをキープできるかどうかで、次の大きな動きが決まるかも。

今はとりあえず待ち。米国市場の反応を見てから動いた方がいいよ 👀

詳しい分析とトレード計画は夜のアップデートで送るね 📩

[Steve Resavy @sresavy50]

@XAUUSD_Pr 85ドル下落って結構な動きだな。戻す動きも結局は押し目売りのチャンスになってる気がする。

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

XAUUSD ゴールドの値動きをおさらい📊

今日の高値から約85ドル下落中📉
午後に少し戻す動きもあったけど、まだ下降トレンドが終わったとは言い切れない感じ。

ファンダメンタル的には、全体的にリスク回避のムードが強い⚠️
米国株もかなり厳しくて：
• $SPY 📉
• $SPX 📉
• $QQQ 📉

[Steve Resavy @sresavy50]

@XAUUSD_Yuto 戻しが入ってもまだ下目線で見てる人が多そうだね。米株の動き次第でさらに振れる可能���もありそう。様子見継続かな。

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

XAUUSD ゴールドの相場整理 📊
今日の高値から約85ドル下落してるね 📉
午後にちょっと戻したけど、まだ下降トレンドが終わったとは言えない感じ。

根本的には市場全体がリスクオフムード ⚠️
米国株もかなりやられてて：
• $SPY（S&P500 ETF）📉
• $SPX（S&P500 指数）📉
• $QQQ（ナス

[Steve Resavy @sresavy50]

@MissBehave2121 Election years always make me nervous with my 401k. Hard to tell if this is just noise or the real deal.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

🚨 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr / $SPY / $QQQ — This selloff might not be done yet.

The market just lost trillions, but that could just be the first warning sign.

The US is heading into another midterm election season, and stocks don't usually do well during these times.

Since 1926, solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr has averaged a drop of almost 18% ahead of midterms.

The thing is, today's market looks even more shaky:

Valuations are high.
Top 10 stocks make up nearly 40% of the S&P 500.
AI is now the most crowded trade on Wall Street.
Rate cut hopes are fading.
Oil is back above $90.
Yields are climbing.
Liquidity is getting tighter.
This isn't just a routine dip.
It's a market built on a handful of mega-cap names:
$NVDA $MSFT $AAPL $AMZN $GOOG $META $AVGO $TSLA
When leadership is that narrow, one crack can turn into a panic fast.
My take:
Don't chase every bounce.
Keep a close eye on $SPY and $QQQ.
If selling keeps up, this midterm cycle could bring a much bigger reset.

Cash isn't weakness.

Patience is strategy.

Not financial advice.

[Steve Resavy @sresavy50]

@ChizNobi Interesting how optimization is opening up local use cases, but I'd want to see benchmarks on search precision before switching over.

[Steve Resavy @sresavy50]

@Ragequeen__ That monthly figure is eye-popping, makes you wonder what margins look like on both sides.

[Steve Resavy @sresavy50]

@MooreScottmoore It's wild how people still think Google is just search ads when they're quietly running half the internet's infrastructure.

[FX_Holden-Stock Trading Analyst【Nasdaq S&P500】 @MooreScottmoore]

$GOOG 's real business is way bigger than just ads.

The market still treats Google like it's only search and ads.

But the bigger picture is:

Search = huge cash flow
YouTube = global eyeballs
Google Cloud = enterprise AI demand
Gemini = AI product stack
Android / Chrome / Gmail / Maps = worldwide reach
Waymo = self-driving long-term play

That's why I see $GOOG as a major AI platform.

Downside is real too:
AI spending is going up.
Search has more rivals.
Regulators are watching.

My game plan:
Don't buy into hype.
Buy on dips.
Keep an eye on Cloud growth and Search revenue.
Add positions only when the chart holds support.

Watchlist:

$GOOG / $MSFT / $AMZN / $META / $NVDA / $AVGO / $TSM

Not financial advice. 🚀

[Steve Resavy @sresavy50]

@BlockheadsMedia HBM demand is real but I wonder how much of this is already priced in with the stock run we've seen.

[Steve Resavy @sresavy50]

@MooreScottmoore I wonder how much of this is just profit-taking after the run-up. The long-term demand for infrastructure isn't going anywhere, but short-term sentiment can make any stock look ugly.