@AMDidass:$Advanced Micro Devices(AMD)$ see what I said yesterday! Now it's time to take a bit profit and hold some partial to make more profit later! $NVIDIA(NVDA)$ tonight got big fly as the report come out later ! Let's seee!
Good earnings, good guidance but stock will remain relatively flat as with most nvdia earnings. Post earnings however will see it soar till GTC day one. AI buildout essentials like hard disk and mem will be asked by analysts and hence I foresee positive catalysts for those stocks. Planning to halve my holdings on GTC -1.
@Barcode:$CrowdStrike Holdings, Inc.(CRWD)$$Cloudflare, Inc.(NET)$ $Zscaler Inc.(ZS)$ 🚨 The First Real AI Threat to Cybersecurity Just Arrived And Markets Reacted Instantly 📉🧠Cybersecurity stocks sold off sharply today. Anthropic launched a Claude feature that can autonomously scan codebases for vulnerabilities and recommend precise patches. This is not incremental innovation. It is a potential paradigm shift that puts traditional detection models under pressure. 📉 Sector Shockwave • $CRWD CrowdStrike −7.8% (intraday low −8.1%) • $NET Cloudflare −7.3% (intraday low −8.2%) • $ZS Zscaler −5.0% • $SAIL SailPoint −9.4% • $OKTA Okta −9.2% • Global X Cybers