Trend Timer

@trend_timer only on X.
The next trend will be revealed.

[Trend Timer @trend_timer]

$SPCX down over 8% today.

[Trend Timer @trend_timer]

$SPCX is down over 3% today.
It will continue falling BELOW its IPO price.

Here's why:

[Trend Timer @trend_timer]

$NOW has fallen below $95.
$NOWL dropped below $4.
Will software stocks recover?

[Trend Timer @trend_timer]

$NOW is near its ALL-TIME LOW.
Before you buy or ignore it, read this.
This is the clearest breakdown you'll read today.👇

[Trend Timer @trend_timer]

$INTC is on track to open up over 10% after Trump’s announcement regarding a potential $AAPL collaboration.

[Trend Timer @trend_timer]

Less than 5 hours ago,
Trump just mentioned $AAPL X $INTC.

Apple reportedly plans to work with Intel to design and manufacture chips in the United States.

If Apple chooses Intel to make chips,
the market may be underestimating Intel’s comeback.

For Apple:
• Less reliance on $TSM
• More supply chain diversification

For Intel:
• Validation from one of the most demanding customers in the world

Follow @trend_timer before the next trend is revealed.

[Trend Timer @trend_timer]

$DRAM ETF surged above 6% during pre-market.

[Trend Timer @trend_timer]

This ETF gained 150% in less than 6 months.
Most investors still don’t know it exists.

More AI = More data = More memory = More $DRAM demand.
Follow @trend_timer before the next trending ETF is revealed.

[Trend Timer @trend_timer]

$SPCX down over 3% during pre-market.

It will continue falling BELOW its IPO price.

[Trend Timer @trend_timer]

$SPCX is down over 3% today.
It will continue falling BELOW its IPO price.

Here's why:

[Trend Timer @trend_timer]

$INTC just surged over 9% in pre-market.

[Trend Timer @trend_timer]

Less than 5 hours ago,
Trump just mentioned $AAPL X $INTC.

Apple reportedly plans to work with Intel to design and manufacture chips in the United States.

If Apple chooses Intel to make chips,
the market may be underestimating Intel’s comeback.

For Apple:
• Less reliance on $TSM
• More supply chain diversification

For Intel:
• Validation from one of the most demanding customers in the world

Follow @trend_timer before the next trend is revealed.

[Trend Timer @trend_timer]

Michael Burry wanted to short $SPCX.

You know what?
He should do it.

This might be the one time he’s right.

[Trend Timer @trend_timer]

2. The losses are hard to ignore.

2024: +$791M profit.
2025: -$4.94B loss.
Q1 2026: -$4.3B loss.

The story is getting bigger.
The losses are getting bigger too.

[Trend Timer @trend_timer]

1. They are building for AI-native companies.

Most cloud providers were built for traditional applications.
Nebius was built specifically around GPU workloads from day one.

2. They don't have a legacy business to protect.

$AMZN protects AWS.
$MSFT protects Azure.
$GOOG protects GCP.
Nebius can move faster because it has no legacy cash cow.

3. Pure-play public AI compute exposure.

Most AI infrastructure plays are buried inside trillion-dollar companies.
Nebius gives investors direct exposure to AI compute demand.

4. Aggressive GPU deployment.

Nebius has been among the fastest companies in deploying next-generation $NVDA hardware.
Speed matters when AI demand exceeds supply.

5. AI startups actually matter to them.

For AWS, an AI startup is one customer among millions.
For Nebius, AI startups are the business.

[Trend Timer @trend_timer]

$NBIS has surged over 250% in the past 6 months.

This company doesn't need to beat $NVIDIA.
It doesn't need to beat $MSFT .
It doesn't need to beat $AMZN .

What Nebius does uniquely?
It will survive as long as the AI capacity shortage continues.

[Trend Timer @trend_timer]

"5-year low" to be precise.

[Trend Timer @trend_timer]

$NOW is near its ALL-TIME LOW.
Before you buy or ignore it, read this.
This is the clearest breakdown you'll read today.👇

[Trend Timer @trend_timer]

5. "Already Booked Next Year's Earnings?"

This is where ServiceNow gets interesting.
Remaining Performance Obligations (RPO):
- Approximately $27.7B
- Up 25% YoY

RPO is essentially contracted revenue not yet recognized.

A large portion of future revenue is already under contract and highly visible.
87%–90% of $NOW is owned by institutions.

[Trend Timer @trend_timer]

4. Earnings
Q1 2026:
- Subscription revenue: $3.67B
- Revenue growth: +22% YoY

Beat expectations
Raised full-year guidance afterward