Vicki Revoldt

Family is everything! Enjoy life and all that it has to offer. There is absolutely no use for unethical people!

[Vicki Revoldt @vrevoldt]

@XAUUSD_Sora リスクオフで金まで売られるって、ちょっと珍しい気がする。本当に安全資産と言えるのか、最近は考えちゃうな。

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

XAUUSD 金相場の最新情報📊

ゴールドは今日の高値から約85ドル下落中📉
午後に少し戻したけど、まだ下げトレンドが終わったとは言えないね。

そもそも市場全体がリスクオフのムード⚠️
米国株も結構やられてる：
・$SPY 📉
・$SPX 📉
・$QQQ 📉
全部売り圧力が強い。特にテック株は利益

[Vicki Revoldt @vrevoldt]

@BlockheadsMedia Jensen stepping out usually means something is cooking. The AI arms race is real, but I wonder how much of this is already priced in.

[Vicki Revoldt @vrevoldt]

@omgitsbunnie Midterms do tend to shake things up, but calling it a warning shot feels like trying to time the panic. Markets have been resilient before.

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

🚨 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr / $SPY / $QQQ — This selloff might still have more to go.

Trillions just got wiped out, but that could be just the first warning shot.

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

Since 1926, solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr has averaged nearly an 18% drop before midterms.

The issue is the market right now looks even shakier:

Valuations are high.
Top 10 stocks make up almost 40% of the S&P 500.
AI turned into the most crowded trade on Wall Street.
Rate cut hopes are vanishing.
Oil climbed back above $90.
Yields are going up.
Liquidity is shrinking.

This isn't just a regular dip.
It's a market leaning on a handful of mega-cap names:
$NVDA $MSFT $AAPL $AMZN $GOOG $META $AVGO $TSLA

When leadership is that concentrated, one crack can spiral into panic fast.

My take:
Don't grab every little bounce.
Keep your eyes on $SPY and $QQQ.
If selling keeps up, this midterm cycle could trigger a much bigger reset.

Cash isn't weakness.
Patience is the plan.

Not financial advice.

[Vicki Revoldt @vrevoldt]

@Cobtribefan I’ve been wondering when the hardware arms race would start mattering less for smaller teams. This kind of efficiency shift might change who can actually build with AI.

[Vicki Revoldt @vrevoldt]

@DavidKWilliams If Google's throwing that kind of money at rented GPUs, it makes you wonder what their internal numbers really look like.

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

This SpaceX x Google deal is not just another AI headline.

Google is reportedly paying SpaceX $920M per month for AI compute through 2029.

That includes roughly 110,000 NVIDIA GPUs inside SpaceX data centers.

This tells me one thing:

Even Google does not have enough compute.

The real AI war is no longer just about chatbots or models.

It is about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure
SpaceX used to be seen as rockets and satellites.
Now it is turning AI compute into a revenue machine.
After the Anthropic deal, SpaceX’s AI compute contracts could generate around $26B in annual revenue.
That is insane.

The stocks I’m watching from this trend:

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

$TSLA is not direct SpaceX exposure, but the Elon AI infrastructure narrative will still matter.

My view is simple:

AI is not just software anymore.

AI is becoming an infrastructure arms race.
Don’t chase hype.
Follow compute.

[Vicki Revoldt @vrevoldt]

@AliShahReinvent A private meeting doesn't always mean a done deal. Curious if this actually moves past the rumor stage or just pumps the stock for a week.

[Vicki Revoldt @vrevoldt]

@jacknapierlive Been watching their cloud division quietly stacking up contracts with big enterprises. That's where the growth feels real, not just the search monopoly.

[Vicki Revoldt @vrevoldt]

@AliShahReinvent That P/E ratio makes me nervous even if their niche is solid. Process control sounds critical until the next downturn hits.

[Vicki Revoldt @vrevoldt]

@flakeybrunette That's an insane amount of money for cloud services. Wonder how much of it is actually Starlink related infrastructure vs pure AI training.

[Vicki Revoldt @vrevoldt]

@DavidKWilliams Interesting how the financial world suddenly wakes up to something that's been obvious for a while. Still, a 100x projection feels more like hype fuel than a grounded estimate.

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

Goldman Sachs just put a massive number on the SpaceX AI story.
They are projecting SpaceX’s AI revenue could explode 100x by 2030.
That is not a small upgrade.
That is a full narrative reset. 🔥
The market keeps looking at SpaceX as only a rocket company.
Wrong.
SpaceX is becoming:
satellites
Starlink
space infrastructure
AI data networks
global connectivity
future compute distribution
If AI needs data, compute, and global infrastructure, then SpaceX may become one of the most important private companies in the entire AI economy.
This is why investors are watching the SpaceX / $TSLA / $SPCX narrative so closely.
Rockets were phase one.
AI infrastructure could be the real monster story. 🚀

[Vicki Revoldt @vrevoldt]

@BlockheadsMedia Watching PLTR has been a rollercoaster. That quick spike and drop felt more like a liquidity grab than a genuine breakout. I'd be curious to see if $130 holds next week.