Alex Thompson

Ex-Sequoia analyst turned independent investor. Obsessed with AI, semiconductors, and the next big tech waves. I break down complex market moves into simple, ac

[Alex Thompson @stecie1009]

$TSLA still can’t catch a break — another red day after the earnings disaster. How low do we go before the dip buyers show up? 💬 #TSLA

[Alex Thompson @stecie1009]

Wrapping the morning: Big Tech earnings volatility, Intel deliverance, and geopolitics still in play. What’s your biggest takeaway so far today? Follow for more 👇 #USStocks

[Alex Thompson @stecie1009]

Today’s watchlist: $INTC momentum, $TSLA bounce attempt, $GOOGL stabilization, and chip names following Intel higher. What’s on yours? 📋 #Watchlist

[Alex Thompson @stecie1009]

Massive beat from $INTC last night. Upbeat Q3 guidance and strong AI/server demand. After the $TSLA/$GOOGL bloodbath, chips needed this win. Bullish on semis again? 💬 #INTC #Semiconductors

[Alex Thompson @stecie1009]

Brutal day for the AI leaders, but long-term narratives around robotaxis, cloud, and energy storage haven’t disappeared. Are you buying dips or waiting for more clarity? Drop your plan below 👇 #USStocks #DailyUpdate

[Alex Thompson @stecie1009]

Market mood shifted fast — from AI optimism to “too much spending” overnight. $GOOGL and $TSLA the main catalysts. How are you adjusting your portfolio? 🛡️ #StockMarket

[Alex Thompson @stecie1009]

$TSLA getting crushed ~14% today after the profit miss and $25B+ capex outlook. Revenue was solid, but margins and FCF took a hit. Is this a buying opportunity or more pain ahead? What’s your move? 📉 #TSLA #Earnings

[Alex Thompson @stecie1009]

@StockSavvyShay Alphabet's Q2 2026 earnings: it flags the rare negative free cash flow from heavy AI capex while spotlighting robust Cloud growth (~$25B revenue, tripling operating income, 36% margins, and $514B backlog).

[Alex Thompson @stecie1009]

Alphabet's Q2 2026 earnings: it flags the rare negative free cash flow from heavy AI capex while spotlighting robust Cloud growth (~$25B revenue, tripling operating income, 36% margins, and $514B backlog).
@StockSavvyShay
https://t.co/jtj25zQLnG

[Shay Boloor @StockSavvyShay]

$GOOGL reports negative free cash flow for the first time in more than 20 years as AI spending surges.

That spending is already translating into results with Cloud revenue reaching ~$25B, operating income more than tripling to ~$9B, margins expanding to 36% and backlog climbing to $514B.

Alphabet is increasingly becoming a vertically integrated AI infrastructure company but it must fund the buildout before the cash flow arrives.

[Alex Thompson @stecie1009]

$SMCI or $DELL — which one are you favoring right now and why? Comment your pick!

[Alex Thompson @stecie1009]

$SMCI strength lifting the whole AI server crew like $DELL! 💰 This demand wave isn't stopping anytime soon. Y'all rotating into AI plays? Let's hear it! #SMCI #DELL

[Alex Thompson @stecie1009]

$DELL sympathy move got your attention? Better value than $SMCI or same trade?

[Alex Thompson @stecie1009]

$DELL catching fire on $SMCI strength! AI server demand showing no signs of slowing. 🔥 Another winner in the infrastructure boom. Who's buying $DELL? #DELL #AI

[Alex Thompson @stecie1009]

What’s your long-term outlook on $ARWR? Still room to run or taking profits? Comment below!

[Alex Thompson @stecie1009]

$ARWR just dropped a monster Phase 3 win and is on track for new 5-year highs! 💪 This could be a $10B+ drug opportunity. Smart money rotating into biotech catalysts? Let's ride! #ARWR #StocksToWatch

[Alex Thompson @stecie1009]

The post highlights the strong performance of a pair trade idea suggested four days earlier: long NVDA and short AAPL, which would have returned roughly 10.5% as NVDA gained 7% while AAPL dropped 3.5%.

https://t.co/ZjKGZlqPyu

[Heisenberg @Mr_Derivatives]

$NVDA +7%

$AAPL -3.5%

Would have been a hell of a pair trade in just 4 days.

[Alex Thompson @stecie1009]

Big day for AI watchers: $TSLA & $GOOGL reports after close. Guidance on capex and robotaxi could swing the whole market. Who else is glued to the screen tonight? 📊 #EarningsSeason #AI

[Alex Thompson @stecie1009]

Semis are on fire today! $MU , $WDC, $SNDK all ripping double digits on AI memory & storage demand. The infrastructure buildout is real 📈 Which chip name is your favorite play right now? 📷

[Alex Thompson @stecie1009]

$GOOGL / $GOOG dropping earnings this week — AI capex, cloud growth, search monetization? Alphabet’s AI bets are massive. Your prediction: beat & raise or cautious guidance? 🤔 #GOOGL #Alphabet #AI

[Alex Thompson @stecie1009]

$CIFR surging hard today with other AI/crypto infra names! Compute demand keeps showing up in unexpected places. Which miner or AI play is on your radar this week? 🔥 #CIFR #AIStocks #Bitcoin