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869

koolgal

07-02 14:36

🌟🌟🌟 $Meta Platforms, Inc.(META)$ was the one stock that rose while the rest fell. It jumped by 8.8% to USD 612.91 because Meta did something the market did not expect. Meta announced a new cloud computing business called Meta Compute. Instead of just spending USD 125 billion to USD 145 billion in AI infrastructure, Meta will now sell excess AI compute capacity to enterprises. Meta is now directly competing with AWS, Azure and Google Cloud. This has flipped the entire narrative. Meta's massive data centre buildout now looks like a future profit engine, not a cost sink. Analysts have immediately reiterated bullish targets of USD 720. Meta has turned its biggest weakness - big capex into a source of re

【🎁有獎話題】Meta出售算力殺入雲計算，卻重挫美股雲服務芯片股？恐AI格局生變？

@虎港通：

小虎們，據彭博週三的報道， $Meta Platforms, Inc.(META)$ 籌劃推出全新雲業務同時對外出售AI算力，正式殺入雲計算賽道！[Cool] 此舉導致其股價大漲10%，卻重挫了美股AI交易，唯恐競爭，導致 $NEBIUS(NBIS)$ ， $CoreWeave, Inc.(CRWV)$ 等雲計算服務商應聲大跌！[Surprised] 其出售算力的行為也引發了恐慌，導致芯片股大跌， $閃迪(SNDK)$ ， $美光科技(MU)$ 等紛紛跌超10%！[Put] 事實市場似乎將 $Meta Platforms, Inc.(META)$ 的表態解讀為未來資本開支增速放緩、超趨勢需求持續時間縮短的信號上！[Facepalm] 那麼當前我們應該如何調整持倉策略？目前做空美股槓桿ETF紛紛大漲，我們又應該如何保護自己？[YoYo] 一、Meta到底想做什麼？從「燒錢大戶」到「算力銀行」 $Meta Platforms, Inc.(META)$ 正在籌劃一項全新的雲基礎設施業務，核心是將其在AI基礎設施上的巨額投入轉化為外部營收。據彭博報導，Meta正在討論兩種方案：一是向外部客戶開放

【🎁有獎話題】Meta出售算力殺入雲計算，卻重挫美股雲服務芯片股？恐AI格局生變？

🌟🌟🌟 $Meta Platforms, Inc.(META)$ was the one stock that rose while the rest fell. It jumped by 8.8% to USD 612.91 because Meta did something the ma...

TOPsnixee: I cut Meta yesterday and instantly got left behind lol. New biz killed the bear case, but 720 chatter feels stretched

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127

DavidSG

07-02

$SGX(S68.SI)$ Still market support is high!

# Winning Trades

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440

ynwaben

07-02 09:14

$NVIDIA(NVDA)$ there we go. Some gains

# Winning Trades

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1.90K

JC888

07-02 12:16

MSFT vs GOOG, the Blue-er blue chip to Own.

When US market is wobbly, in what I termed a “stop-start” mode - I tend to watch more intently than jump in and buy because its so ‘cheap’. Suffice to say, since 28 Feb 206 US market has kinda been like this - one day up and the next day down. During such turbulence times, it is also “nice” to read all the (up-to-date) different hypothesis out there, on which is a better stock. Apart from the technical analysis being taken care of and only needing to be verified, a reader can sometimes learn other facts & titbits about the stock/s covered. Today’s is one such post. Without delay, let’s jump in. Mag 7 - YTD. Before we jump into the comparison between $Microsoft(MSFT)$ and $Alphabet(GOOG)$, it would be

MSFT vs GOOG, the Blue-er blue chip to Own.

# 💰Stocks to watch today?(15 May）

TOPbubbly9: I switched GOOG into MSFT last week, cloud moat feels steadier. Q2 should calm people down

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Option_Movers

07-02 11:55

Option Movers | Microsoft's Volume Jumps 2239% on Haleon 5-Year AI Deal; PLTR's $125 Call Soars 1300% on New Nvidia AI Partnership for U.S. Government

Market Overview U.S. stocks finished slightly lower on Wednesday (July 1) as technology shares fell, but gains in Meta Platforms limited the decline in the S&P 500 and Nasdaq. Regarding the options market, a total volume of 63,916,283 contracts was traded, up 15% from the previous trading day. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $META(META)$, $AAPL(AAPL)$, $MSFT(MSFT)$, $MU(MU)$, $AMZN(AMZN)$, $PLTR(PLTR)$,

Option Movers | Microsoft's Volume Jumps 2239% on Haleon 5-Year AI Deal; PLTR's $125 Call Soars 1300% on New Nvidia AI Partnership for U.S. Government

# Markets Rotate: Defend or Buy the Tech Dip?

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nerdbull1669

07-02 11:33

Trading NVDA Around the $200 Floor: Volatility Strategies for AI Hardware Shifts

$NVIDIA(NVDA)$’s recent struggle to hold the $200 level, despite posting an absolute blockbuster fiscal Q1 2027 report in May ($81.6B revenue, up 85% YoY), perfectly encapsulates the shift in the AI narrative. The market is moving away from the initial "hyperscaler land grab" phase and into a more mature, critical phase focused on infrastructure reality, capacity digestion, and return on investment (ROI). I am holding NVDA long-term in my tech portfolio, so I have been playing option to capture any potential upside. Whether Nvidia's second-half (H2) revenue can beat expectations depends on several structural moving parts within the hardware ecosystem. Why the AI Narrative is Fracturing (Chips vs. Memory) While Nvidia's core chip demand remains inc

Trading NVDA Around the $200 Floor: Volatility Strategies for AI Hardware Shifts

# Nvidia Reclaims $200 — Can H2 Revenue Beat Expectations?

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ShayBoloor

07-02 10:05

Embrace the AI Wave

Hello everyone! Today i want to share some trading ideas with you! 1 When $NVIDIA(NVDA)$ talks about a $20B CPU opportunity, you should immediately think $ARM Holdings(ARM)$ because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing. 2 $Pa

Embrace the AI Wave

# AI Companies and Industry DIG

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Jake_Wujastyk

07-02 09:55

PLTR, AMZN, CRWV, NOW& BABA Welcome Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1 $Alibaba(BABA)$ So far up 8.12% from the lows when the RSI was the most oversold in history. The other 3 most oversold RSI's had short-term returns of: 16.61% in 8 trading days - August 2021 19.09% in 2 trading days - December 2021 69.37% in 6 trading days - March 2022 2 $ServiceNow(NOW)$ This closed above a crucial supply zone today. Low overhead supply until around $118.50. 3 $CoreWeave, Inc.(CRWV)$ Potential inverse head and shoulders trying to form on the weekly candle chart. 4 $Amazon.

PLTR, AMZN, CRWV, NOW& BABA Welcome Great Upward Momentum!

# Technical Analysis

TOPHarj: What is the impact of inverse head and shoulder on share price and future?

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EliteOptionsTrader

07-02 09:46

TRADE PLAN for Thursday 🎲

TRADE PLAN for Thursday 🎲 $S&P 500(.SPX)$ very choppy day today, SPX moved from 7450 to 7521 in 90 minutes then chopped around all day. SPX needs to get through 7500 to set up for ATH at 7620. SPX July 2 7520C can work above 7500 $Robinhood(HOOD)$ setting up for 120 this month. It's been in a 6 month consolidation and it looks like its finally ending. HOOD 153 back in play this year. HOOD through 153 can run to 200 HOOD July 10 115C can work above 110 $Invesco QQQ(QQQ)$ lagging behind SPX today. Chip stocks dragging down the Nasdaq. If QQQ can get back through 731 I'd consider calls. Wait for this level. Good luc

TRADE PLAN for Thursday 🎲

# Options Hub

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nerdbull1669

07-02 09:16

AMD Bull Put Spread Setup: Risk, Reward, and the AI Market Narrative

That July 1st trading session certainly threw a curveball into the tech space, with $Advanced Micro Devices(AMD)$ sliding while $Palantir Technologies Inc.(PLTR)$ Palantir rallied over . It felt like a dramatic, overnight changing of the guard. I am holding both AMD and PLTR for the long term in my tech portfolio, so I would be interested to explore whether I can place a longer Bull Put spread for AMD, like somewhere in August. Let's break down whether the AI narrative is permanently shifting, why AMD hit a wall, and how you should think about an August Bull Put spread under these conditions. 1. The Narrative Shift: Hardware vs. Software What you witnessed on July 1st was less of a permanent structur

AMD Bull Put Spread Setup: Risk, Reward, and the AI Market Narrative

# AMD Surges 7.68% to Lead Chips — Can the CPU Rally Continue?

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PeterDiCarlo

07-02 08:58

$ZETA Eyes $23, $HIMS Clears Highs, $META Awaits Breakout

$ZETA is holding key support with potential upside toward $23, $HIMS is breaking above prior highs and strengthening its bullish trend. $META continues to consolidate after a strong advance, setting the stage for a potential longer-term breakout if momentum continues to build. 1. $Zeta Global Holdings Corp.(ZETA)$ $ZETA up 7% today. Tagged support clean and held. I’ve said it before: this is one of the best structures on my watchlist right now. If we close the day above 20, I’m looking for that volume gap to fill toward 23 over the next couple of weeks. 2. $Hims & Hers Health Inc.(HIMS)$ $HIMS sweeping previous high Very good sign and what we talked about in last nights video If this holds, we might n

$ZETA Eyes $23, $HIMS Clears Highs, $META Awaits Breakout

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jfsrevg

07-02 07:59

$MRVL, $GLW & $ALAB Lead 40 High-Volatility Winners

This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) $Invesco QQQ(QQQ)$ -0.15% $SPDR S&P 500 ETF Trust(SPY)$ -1.03% $Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ +2.44% $Invesco S&P 50

$MRVL, $GLW & $ALAB Lead 40 High-Volatility Winners

# Corning Crashes 13%! AI Optical Collateral Damage?

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jfsrevg

07-02 07:54

$INTC Box Pattern, $SMTC Momentum, $GEO 10-MA Strategy

$INTC continues consolidating after a powerful rally, $SMTC highlights the value of patience during base-building. And $GEO reinforces the importance of disciplined trend-following with the 10-day moving average serving as a key risk management level. 1. $Intel(INTC)$ Still building within its box range after cooling off from an extended move into a widened range. The last rally, from March 31 to May 8, delivered a 178% move without violating 10-MA after coming out of a 11 week tightening base pattern. That's the kind of needle-moving move that can push the 10-MA's limit I'm focused on. You need to know your timeframe, and where your comfort level of trading frequency is to your trading style. 2. $Semtech(SMT

$INTC Box Pattern, $SMTC Momentum, $GEO 10-MA Strategy

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Michael Esther

07-02 07:25

July Bull Run: 20 Stocks to Buy on Sale Before the Next Leg Higher

With July historically delivering strong gains for U.S. equities, investors are turning to AI, semiconductors, cloud, robotics, and digital infrastructure leaders as potential beneficiaries of the next market advance. This watchlist highlights 20 stocks positioned to capitalize on improving sentiment and long-term AI-driven growth themes. 12 years in a row, July has closed 1%-2% up. $SPDR S&P 500 ETF Trust(SPY)$ will hit $760 then $820+ by year end. It's time to buy these stocks ON SALE: 1. $Microsoft(MSFT)$ → $480 — AI Foundry + Azure reacceleration once capex fears fade 2. $Meta Platforms, Inc.(META)$ → $720 — ad business funding the AI buildout, still 33% r

July Bull Run: 20 Stocks to Buy on Sale Before the Next Leg Higher

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pretiming

07-02 07:20

$NDX Gains 1.52%, Yet Bearish Signal Remains

Today's headline and today's structure are telling two different stories, and understanding the gap between them is the whole point of this insight. On the surface, the $NASDAQ(.IXIC)$ $NASDAQ 100(NDX)$ just closed out its strongest quarter in six years. Underneath, the position is still sitting in a Bearish zone that's been held for over two weeks. Both things are true at once — and the probability of that tension resolving is now climbing fast. What actually moved the tape today Tuesday's rally had a clear engine: chips. $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$

$NDX Gains 1.52%, Yet Bearish Signal Remains

# Markets Rotate: Defend or Buy the Tech Dip?

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Trend_Radar

07-01

$ROKU Tests Key $140 Breakout as M&A Buzz Builds

$Roku Inc(ROKU)$ $Roku Inc.(ROKU) Edges Higher +1.18%: Testing Key Resistance Near $139, M&A News Lifts Sentiment 📈 Latest Close Data: ROKU closed at $138.14 on July 1st, up +1.18%. The stock is trading ~7.2% below its 52-week high of $148.88. 🕒 Core Market Drivers: The primary driver remains the $22B acquisition offer from Fox Corp., announced last week, providing a potential floor under the stock. Sentiment is also supported by ongoing platform growth in the connected TV space and a resolution with Florida regarding child protection features, mitigating regulatory overhang. 🦊📺 Technical Analysis: Volume was 3.71M shares (volume ratio 0.56), indicating subdued participation. The RSI(6) is at 65.48, approaching overbought territory but still i

$ROKU Tests Key $140 Breakout as M&A Buzz Builds

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Trend_Radar

07-01

$CHWY Recovery Rally Builds, $30 Within Reach

$Chewy, Inc.(CHWY)$ $Chewy, Inc.(CHWY) Rises +1.18%: E-commerce Pet Giant Bounces from Support, $30 Target in Sight 🐕 Latest Close Data 📊 Closed at $19.65 on 2026-07-01, up +1.18%. The price remains ~55% below its 52-week high of $43.50, indicating significant recovery potential. Core Market Drivers 🎯 Stock gained +5.36% on 06/29, showing renewed buying interest after a period of weakness. Macro environment for consumer discretionary spending remains cautious, but the resilient pet care sector provides a defensive buffer. Recent Q1 earnings (May '26) beat on both top and bottom lines ($0.43 EPS vs. $0.39 est.), but stock faced "sell the news" pressure. Technical Analysis 📈 Volume: Trading volume of 9.02M shares is below the recent average (Volume

$CHWY Recovery Rally Builds, $30 Within Reach

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Trend_Radar

07-01

$MSFT Rebounds 1.21%: Bulls Eye $375 Breakout

$Microsoft(MSFT)$ $Microsoft Corp.(MSFT) Rebounds +1.21%: Tech Giant Bounces from Key Support, Eyes $375 Pivot 🚀 Latest Close (2026-07-01): Closed at $373.02, up +1.21%. The stock found a footing near its 52-week low of $349.20, but remains ~32.8% below its 52-week high of $555.45. Core Market Drivers: Macro Tech Pressure: MSFT is on track for its worst monthly performance since 2000 amid a broad tech sector sell-off. Contrarian Sentiment: Some strategists are viewing the ~23% YTD dip as a significant oversold opportunity, citing long-term fundamentals. Institutional Activity: Mixed capital flow data shows net outflows over the past 5 days, indicating ongoing sector rotation. Technical Analysis: Volume: Trading volume of 44.95M shares was below av

$MSFT Rebounds 1.21%: Bulls Eye $375 Breakout

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TigerObserver

07-01

🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But "AI Must Pay"

The bull isn't dead, but "AI must pay." In the tug-of-war between soft landing and bubble peak, cash flow quality > growth story, and defensive rotation > single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for "the next AI" narrative beyond the main thread; High-beta growth style compr

🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But "AI Must Pay"

# Nvidia Reclaims $200 — Can H2 Revenue Beat Expectations?

TOPEstherLearningTrades: Love this report thank you for the Part II: Nine Keys to H2 2026

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Trend_Radar

07-01

$TSLA Gains on Energy Partnership, Eyes $435

$Tesla Motors(TSLA)$ $Tesla(TSLA) Gains +2.13%: Bullish Momentum Builds, Eyes $434 Resistance Break 🚀 Latest Close Data 📊 Tesla closed at $420.60 on 2026-07-01 (ET), up +2.13% (+$8.76). The stock is currently ~15.7% below its 52-week high of $498.83. Core Market Drivers ⚡ Partnership Boost: Sunrun (RUN) shares surged 24% after announcing a major agreement with Tesla and Renew Home to deliver over 16 GW of flexible energy capacity, highlighting Tesla's expanding energy ecosystem. Capital Flow Reversal: The last 5 days show a strong shift to net institutional inflows, culminating in a +$163.67M inflow on 06-29, signaling renewed buying interest. Technical Analysis 📈 Volume: Trading volume was 43.39M shares, with a Volume Ratio of 0.95, indicating sl

$TSLA Gains on Energy Partnership, Eyes $435

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