To The Moon

The AI sector remains one of the market's strongest long-term themes, but several leading names have reached critical technical levels that could determine their next major move. While long-term fundamentals remain intact, price action suggests institutional positioning is becoming increasingly important. Here's a look at the current setups for Micron Technology, Advanced Micro Devices, and Oracle, along with the key support levels and scenarios investors should be watching over the coming sessions. 1. $Micron Technology(MU)$ $MU needs to hold $800 of we will re-distribute back to discount zone very quickly I anticipated a stronger move back to $1100 best case first, but we didn't get enough strength to make that move yet. Seems big money is setting

Kevin Warsh is the richest FED CHAIR with over $100,000,000+ in assets. The truth is, $SPDR S&P 500 ETF Trust(SPY)$ could easily crash 2-3% due to the Us-Iran war, inflation and oil prices being so high. Don't miss this, everyone knows the rate will be held the same, so basically priced in at 3.50–3.75%, fifth straight. That's not the trade. The trade is 2:30pm. Remember, Warsh isn't Powell. He killed forward guidance. He didn't submit a dot in June first chair to sit out the dot plot since 2012. He gutted the statement down to almost nothing. Only his words will move the market now. Let's be clear, June CPI printed 3.5% headline, 2.6% core. Beautiful numbers. But that was a gift from a ceasefire that no longer exists. Oil's ripped ~30%+ this m

One of the most profitable companies in the world went free cash flow negative in the second quarter, and investors are worried. $Alphabet(GOOG)$ ( ▲ 2.34% ) shares are down 20% from their high in May, and there’s good reason to ask some serious questions. No, the market isn’t worried about where Alphabet is going to get the $200+ billion it’ll spend on capex this year or the (maybe) $300 billion it’ll spend next year. There’s a great cash flow business to fund most of that, and debt can fill the rest of the gap. The market is worried that the return on Alphabet’s spending and the spending of every hyperscaler and neocloud will have low or no return at all. ~$1 trillion in spending this year, and even more next year, needs to generate a return. As

📊 Noteworthy Points Market Main Theme: Capex Concerns Have Not Yet Been Fully Priced In The AI narrative is still present, but the market has begun to question the monetization ability of massive capex, putting pressure on valuations. The widespread decline following last week's earnings reports from several tech giants suggests that the valuation-killing logic of "full expectations + capex concerns" has not yet run its course. Earnings from similar tech stocks this week (META, MSFT, AAPL, AMZN) are likely to remain under pressure, with the prevailing direction still leaning toward Sell Call. Watch Whether Post-Earnings Pullback Stocks Break Below Forecast Ranges Tesla, Google, and INTC have already dropped significantly after earnings (TSLA 380→313, GOOGL 352→320, INTC 105→92). If they fa