Ryan Mitchell

Dedicated to stock market analysis for 20 years, analyzing price fluctuations, market trends, and investment opportunities.

[Ryan Mitchell @Stockryanmlik]

Someone turned on the faucet at 10AM

[Ryan Mitchell @Stockryanmlik]

@EWTracker The resistance from the trend line is indeed significant in this market; what is the outlook for subsequent support levels in the "balloon notes"?

[Ryan Mitchell @Stockryanmlik]

@michaelsikand SNDK and MU have seen massive gains this year; however, attention should be paid to AMD, Broadcom, and SMCI (due to execution risks and investigations). The long-term outlook for AI remains bullish, though significant short-term volatility is expected.

[Ryan Mitchell @Stockryanmlik]

@ShardiB2 It’s truly wild—the trading volume during the rebound is so massive; could big money be buying the dip?

[Ryan Mitchell @Stockryanmlik]

@Brownmoose Nice! $HOOD is showing strong momentum in this financial sector rebound and is already nearing its first target. Congratulations to the holders! 👏

[Ryan Mitchell @Stockryanmlik]

@EWTracker Agreed; with such rapid progress, the fundamentals also support continued upward momentum.

[Ryan Mitchell @Stockryanmlik]

@amitisinvesting $MU is taking off. If he says he likes $PLTR next time, should we go all-in?

[Ryan Mitchell @Stockryanmlik]

$AADX — Quiet accumulation or short-term momentum?

Applied Aerospace & Defense continues to show constructive price action after holding its recent base and pushing back toward the $24 area.

What stands out here is not a parabolic move, but a controlled grind higher with improving intraday structure — typically what you see when positioning slowly builds in a small-cap defense name ahead of potential catalysts or re-rating interest.

Defense / aerospace remains one of the more persistent relative strength pockets in a choppy tape, and $AADX is starting to participate again after a long period of under-the-radar trading.

Not chasing here — but definitely a name worth keeping on radar if volume expansion confirms the trend.

#WallStreet #Stocks #Trading #Investing #Defense #Aerospace #SmallCaps #AADX

[Ryan Mitchell @Stockryanmlik]

@Micro2Macr0 Now is indeed a window for buying the dip; it makes perfect sense. Saylor just keeps on buying!

[Ryan Mitchell @Stockryanmlik]

@pdicarlotrader The rebound after holding the $20 support level today was quite strong. With trading volume reaching 23, it looks very attractive.

[Ryan Mitchell @Stockryanmlik]

The market may be overreacting.

Meta isn't launching a cloud compute business tomorrow. Zuckerberg simply said that if excess compute ever exists, it could potentially be monetized. Right now, there's virtually no excess AI compute.

The long-term AI infrastructure story remains intact, and I used today's weakness to add to $MRVL.

Sometimes the best opportunities come when the market misinterprets the headlines.

#WallStreet #AI #Cloud #MRVL #Stocks #Investing #Semiconductors

[Ryan Mitchell @Stockryanmlik]

@EndicottInvests AI computing power remains in tight supply over the long term; any pullback may present a window to increase positions.

[Ryan Mitchell @Stockryanmlik]

The market has it wrong on $META.

Too many investors are still viewing Meta as just a social media company.

The reality is that Meta is rapidly transforming into one of the largest AI infrastructure companies in the world.

Its cloud-scale AI investments aren't simply higher expenses—they're building the foundation for long-term revenue growth across advertising, generative AI, business messaging, and consumer applications.

Memory demand is another overlooked tailwind. As Meta continues deploying larger AI clusters, demand for high-bandwidth memory (HBM) and advanced AI hardware should remain strong, benefiting the broader AI supply chain while reinforcing Meta's competitive moat.

The market is focused on near-term capex.

I'm focused on what those investments could generate over the next 3–5 years.

When Wall Street eventually shifts its attention from AI spending to AI monetization, Meta could be one of the biggest winners.

Bullish.

#WallStreet #META #AI #Cloud #HBM #Semiconductors #BigTech #Stocks #Investing #Nasdaq

[Ryan Mitchell @Stockryanmlik]

$ABAT | Watching for a Potential Turnaround
The market continues to price American Battery Technology Company ($ABAT) as a high-risk story, but that's often where the biggest opportunities begin to emerge.

While the stock remains under pressure over the longer term, the investment thesis hasn't disappeared. The real catalyst isn't today's price action—it's whether the company can successfully scale its battery recycling technology, execute on commercial partnerships, and benefit from growing domestic demand for critical battery materials.

For long-term investors, this is less about timing the next 5% move and more about monitoring execution. If management delivers on operations, sentiment can change much faster than fundamentals.

High risk. High potential. Execution will determine which side wins.

#WallStreet #Stocks #Trading #Investing #BatteryTechnology #EV #CleanEnergy #Recycling #Nasdaq #ABAT

[Serenity @aleabitoreddit]

Morgan Stanley: Retained its forecast for the Federal Reserve to hold interest rates through year-end (no rate hikes).

Michael Gapen said incoming data since the June FOMC meeting has made it "marginally more comfortable" in its no-hike baseline.

[Ryan Mitchell @Stockryanmlik]

The recent pullback in South Korean stocks looks like a release of market sentiment, while the supply-demand balance for HBM remains tight. If $MU issues better-than-expected guidance tomorrow, the semiconductor sector should see a quick rebound. If $QQQ holds the "gold zone," risk appetite should pick up next week.

[Ryan Mitchell @Stockryanmlik]

I agree; the initial rebound following a sharp drop often turns out to be a false bottom. Trading volume was decent today, but the stock needs to firmly hold above the EMA20 to gain real momentum. BlueBird 8-10 has successfully entered orbit, with another batch scheduled for August; execution is key. I remain bullish on D2C for the long term.

[Ryan Mitchell @Stockryanmlik]

@Oculustrade 732 is a key level; yesterday's rebound from 728 already showed some strength. If the price holds firm there today on increased volume, it could indeed quickly sweep out the shorts and rally to 750.

[Ryan Mitchell @Stockryanmlik]

@TheProfInvestor Historically, the 200-week moving average often acts as strong support. While the fundamentals for Azure and AI remain solid, it is best to wait for earnings reports to confirm a rebound given the macroeconomic risk of recession.

[Ryan Mitchell @Stockryanmlik]

The SPX has now fallen below its 50-day moving average (DMA), facing significant short-term resistance. However, with approximately 65% ​​of its constituent stocks still trading above their own 50-DMAs, the market has not yet fully collapsed. We need to see if it can quickly reclaim the 7300–7320 range; otherwise, what appeared to be a false breakout could turn into a genuine decline.