Microsoft Plunges 19% This Year — Is the AI Story Over? Or Is It a Bottom-Fishing Opportunity?
💬 Let’s Discuss: Is Microsoft a BUY after the 19% drop, or do you see more pain ahead? Share your take on MSFT’s AI trade! In the early spring of 2026, the chill in tech stocks has arrived more fiercely than usual. As one of the flag-bearers of the artificial intelligence wave,$Microsoft(MSFT)$ has delivered a stock performance that caught many investors off guard. The software giant’s shares have tumbled nearly 19% year-to-date, far underperforming the S&P 500’s 3% pullback over the same period. This raises a puzzling question: Why is a company with still-impressive earnings results being shunned so sharply in the capital markets? As the market votes with its feet, is Microsoft’s AI narrative broken — or is Mr. Market offering
Hello everyone! Today i want to share some trading ideas with you! 1. $Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform. Image 2. $Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. Image 3 $Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pac
Hello everyone! Today i want to share some trading ideas with you! 1 Highest Bearish Sentiment In a Year: $S&P 500(.SPX)$ (1) the latest AAII numbers recorded 52% bears, the highest since 4/3-4/10/25, when tariff scare hit. (2) However, at this juncture, I begin to feel BULLISH--first time in 2026. (3) tmrw marks a significant turning window--MPW leans bullish! 2 6557 has the potential to be THE BOTTOM of this entire correction from 7003. $S&P 500(.SPX)$ This is NOT a minor claim, as you can imagine. Very short-term, TEACT model signals a large rebound is due--if today's openning gap is closed, then most likely the turning window of 3/19-20 is working For SG user
NVIDIA Consolidated for 6 Months—When Will the Breakout Come? Jensen Huang Has the Answer
💬 Hot Take: Are you holding NVDA through this consolidation? Let’s discuss your outlook on the next AI-driven surge! Over the past six months, $NVIDIA(NVDA)$ shares have barely moved. After surging more than 1,100% since early 2023, the AI chip leader has inched up just 1% in the first half of this year, stuck in a prolonged sideways range. What’s weighing on the market? Worries linger over the sustainability of AI spending and whether custom chips are eroding NVIDIA’s market share, keeping investors on the sidelines. But at the recent GTC conference and prior earnings calls, CEO Jensen Huang delivered a forceful response. His core thesis: demand for AI computing power is far from peaking, and NVIDIA’s addressable market could trip
SOUN, .SPX, MU, HOOD& OKLO Welcome Great Potential!
Hello everyone! Today i want to share some technical analysis with you! 1. $Oklo Inc.(OKLO)$ If the market really starts to sell off, this has some pretty big gaps below which fill at $40.43 and $32.63. Image 2. $Robinhood(HOOD)$ Bear flag forming here with a gap below which fills at $68.20. Image 3. $Micron Technology(MU)$ So far a rough reaction to earnings, even though they blew them out of the water. Generally when good news gets sold off, pretty much everything is priced in. Gap below at $429.35. Image 4. $SoundHound AI Inc(SOUN)$ Descending triangle setup with a gap below at $5.73. Image 5.
Hello everyone! Today i want to share some AI trading ideas with you! 1. $Palantir Technologies Inc.(PLTR)$ partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding. The rollout uses Foundry and AIP to accelerate submarine production and modernize the maritime industrial base across 100+ suppliers. Image 2. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Rob
Hello everyone! Today i want to share some Strategies or coordination from AI giants with you! 1. $NEBIUS(NBIS)$ is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout. NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $Meta Platforms, Inc.(META)$ & $2B investment from $NVIDIA(NVDA)$ ). The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract that nearly matches its market cap and 2026 capex is now fully funded. Not bearish. Image
ORLY, CRM, NVDA, WDC& UBER Welcome Great Potential Here!
Hello everyone! Today i want to share some technical analysis with you! 1 $Uber(UBER)$ 5 stars from shareholders 2 $Western Digital(WDC)$Solid State. Solid Breakout. 3 $NVIDIA(NVDA)$Your vacation can wait, the 43-day NVDA squeeze cannot. Priorities. 4 $Salesforce.com(CRM)$ management saw the stock price and said "We'll take it." 14% of the entire company... And they plan to do it again. 5 You never needed a Silicon Valley "disruptor" to hit a 200x return. While the world chased the shiniest tech, a car parts store on the corner quietly outperformed almost ever
The “SaaSpocalypse” Narrative is Repricing Every Company
The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every company tied to human workflows, RPO growth is the clearest signal separating the survivors from the casualties. • $Palantir Technologies Inc.(PLTR)$ trading at ~84x RPO growing 143% • $Cloudflare, Inc.(NET)$ trading at ~30x RPO growing 48% • $MongoDB Inc.(MDB)$ trading at ~13x RPO growing 97% • $CrowdStrike Holdings, Inc.(CRWD)$ trading at ~12x RPO growing 38% •
Hello everyone! Today i want to share some technical analysis with you! 1. $Energy Select Sector SPDR Fund(XLE)$ Ready for the next leg? Image 2. $Hims & Hers Health Inc.(HIMS)$ Testing the S/R flip zone this week. Image 3. $Ondas Holdings Inc.(ONDS)$ Please do not play out until after March 20th…. Image People complaining about the price action clearly don’t sell covered calls and/or not in it for the clear fundamental journey this thing is on. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.
Hello everyone! Today i want to share some technical analysis with you! 1. $Dell Technologies Inc.(DELL)$ Computa, activate bull flag breakout sequence. Image 2. $Duolingo, Inc.(DUOL)$ The owl has landed 🦉 Image 3. $IREN Ltd(IREN)$ Did someone order a bullish engulfing candle? Image 4. $JPMorgan Chase(JPM)$ Wait... is red good or bad? Image 5. $AppLovin Corporation(APP)$ price is $200 cheaper and insiders still don't want it 😬 Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks
Hey AI and cloud investors — this one is huge! 🚨 NVIDIA just dropped a bombshell strategic investment into European AI cloud giant Nebius. If you’re tracking pure-play AI cloud stocks, this partnership changes everything. Let’s break down why this is being called the strongest validation yet. As the race for artificial intelligence infrastructure intensifies, European AI cloud leader $NEBIUS(NBIS)$ has gained a heavyweight strategic ally. Semiconductor giant $NVIDIA(NVDA)$announced this Wednesday a major strategic investment in the Amsterdam-based AI cloud provider. The move immediately ignited the capital market, sending Nebius stock surging more than 16% by market close.
Co-Packaged Optics could have its $NVIDIA(NVDA)$ GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve. CPO helps address that by bringing optics closer to the chip, improving speed & efficiency as AI clusters scale. The supply chain behind it looks like this: • $Corning(GLW)$ the glass & fiber backbone the entire optical stack runs through • $Credo Technology Group Holding Ltd(CRDO)$ , $Broadcom(AVGO)$ , $Marvell Technology(MRVL)$ the DSP chips that process & clean high-speed signals •
The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models: 1. $NEBIUS(NBIS)$ (Cloud Utility for the Agentic AI Age) $NVIDIA(NVDA)$ just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category.
WEN, DOW, NVDA, SPY& KR Enjoy Great Potential Here?
Hello! Everyone! Today i want to share some technical analysis with you! 1 $Kroger(KR)$breaking out. Pray groceries don’t start trading like oil. 2 $SPDR S&P 500 ETF Trust(SPY)$ RSI now at its most oversold level since Nov 20 3 $NVIDIA(NVDA)$ announces a Palantir partnership. Stock down 1%. The 9 month range continues... 4 $Dow Chemical(DOW)$ just went from forgotten chemical stock to the market’s hottest shortage trade as Hormuz risk lights a fire under the entire sector 5 $Wendy's(WEN)$Can I at leas
NVDA&NBIS: The Real Race in AI is about Who can Build the Computing Power
What happen to NBIS? $NVIDIA(NVDA)$ just invested $2 billion in $NEBIUS(NBIS)$ to build large-scale AI cloud infrastructure. Nebius plans to deploy more than 5 gigawatts of NVIDIA systems by 2030, creating massive AI data centers designed to train and run advanced models. The real race in AI is about who can build the computing power behind it. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first
Hello everyone! Today i want to share some AI trading ideas with you! 1 $Ondas Holdings Inc.(ONDS)$ is acquiring BIRD Aerosystems to expand into airborne missile protection & strengthen its defense platform with proven ISR + countermeasure systems. BIRD’s technology is already deployed on 700+ aircraft across 40+ platforms including with the U.S. Army, NATO & UN fleets. 2 $Meta Platforms, Inc.(META)$ plans to deploy four new generations of MTIA chips over the next two years showing it sees custom silicon as critical for scaling ranking, recommendations & GenAI workloads more efficiently. What stands out is that Meta is building for both ad-driven ranking & G
$NEBIUS(NBIS)$ 1. The Rubin access is the real prize (not the $2B investment) because that is Jensen giving Nebius early access to Nvidia’s next-generation platform beyond Blackwell, something reserved for partners expected to play a specific role in bringing $NVIDIA(NVDA)$ hardware roadmap to the enterprise at scale. Rubin access suggests this relationship is being built for the next several years of the AI cycle. 2. The 5GW commitment by 2030 is massive. Gigawatts are how real competitive scale is measured in AI infrastructure right now and 5GW is a hyperscaler-level buildout from a company many folks still view as a niche neocloud. 3. Jensen just told you which neoclouds
Microsoft Plunges 19% This Year — Is the AI Story Over? Or Is It a Bottom-Fishing Opportunity?
💬 Let’s Discuss: Is Microsoft a BUY after the 19% drop, or do you see more pain ahead? Share your take on MSFT’s AI trade! In the early spring of 2026, the chill in tech stocks has arrived more fiercely than usual. As one of the flag-bearers of the artificial intelligence wave,$Microsoft(MSFT)$ has delivered a stock performance that caught many investors off guard. The software giant’s shares have tumbled nearly 19% year-to-date, far underperforming the S&P 500’s 3% pullback over the same period. This raises a puzzling question: Why is a company with still-impressive earnings results being shunned so sharply in the capital markets? As the market votes with its feet, is Microsoft’s AI narrative broken — or is Mr. Market offering
Hello everyone! Today i want to share some trading ideas with you! 1. $Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform. Image 2. $Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. Image 3 $Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pac
NVIDIA Consolidated for 6 Months—When Will the Breakout Come? Jensen Huang Has the Answer
💬 Hot Take: Are you holding NVDA through this consolidation? Let’s discuss your outlook on the next AI-driven surge! Over the past six months, $NVIDIA(NVDA)$ shares have barely moved. After surging more than 1,100% since early 2023, the AI chip leader has inched up just 1% in the first half of this year, stuck in a prolonged sideways range. What’s weighing on the market? Worries linger over the sustainability of AI spending and whether custom chips are eroding NVIDIA’s market share, keeping investors on the sidelines. But at the recent GTC conference and prior earnings calls, CEO Jensen Huang delivered a forceful response. His core thesis: demand for AI computing power is far from peaking, and NVIDIA’s addressable market could trip
Hello everyone! Today i want to share some trading ideas with you! 1 Highest Bearish Sentiment In a Year: $S&P 500(.SPX)$ (1) the latest AAII numbers recorded 52% bears, the highest since 4/3-4/10/25, when tariff scare hit. (2) However, at this juncture, I begin to feel BULLISH--first time in 2026. (3) tmrw marks a significant turning window--MPW leans bullish! 2 6557 has the potential to be THE BOTTOM of this entire correction from 7003. $S&P 500(.SPX)$ This is NOT a minor claim, as you can imagine. Very short-term, TEACT model signals a large rebound is due--if today's openning gap is closed, then most likely the turning window of 3/19-20 is working For SG user
SOUN, .SPX, MU, HOOD& OKLO Welcome Great Potential!
Hello everyone! Today i want to share some technical analysis with you! 1. $Oklo Inc.(OKLO)$ If the market really starts to sell off, this has some pretty big gaps below which fill at $40.43 and $32.63. Image 2. $Robinhood(HOOD)$ Bear flag forming here with a gap below which fills at $68.20. Image 3. $Micron Technology(MU)$ So far a rough reaction to earnings, even though they blew them out of the water. Generally when good news gets sold off, pretty much everything is priced in. Gap below at $429.35. Image 4. $SoundHound AI Inc(SOUN)$ Descending triangle setup with a gap below at $5.73. Image 5.
Hello everyone! Today i want to share some AI trading ideas with you! 1. $Palantir Technologies Inc.(PLTR)$ partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding. The rollout uses Foundry and AIP to accelerate submarine production and modernize the maritime industrial base across 100+ suppliers. Image 2. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Rob
Hello everyone! Today i want to share some Strategies or coordination from AI giants with you! 1. $NEBIUS(NBIS)$ is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout. NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $Meta Platforms, Inc.(META)$ & $2B investment from $NVIDIA(NVDA)$ ). The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract that nearly matches its market cap and 2026 capex is now fully funded. Not bearish. Image
ORLY, CRM, NVDA, WDC& UBER Welcome Great Potential Here!
Hello everyone! Today i want to share some technical analysis with you! 1 $Uber(UBER)$ 5 stars from shareholders 2 $Western Digital(WDC)$Solid State. Solid Breakout. 3 $NVIDIA(NVDA)$Your vacation can wait, the 43-day NVDA squeeze cannot. Priorities. 4 $Salesforce.com(CRM)$ management saw the stock price and said "We'll take it." 14% of the entire company... And they plan to do it again. 5 You never needed a Silicon Valley "disruptor" to hit a 200x return. While the world chased the shiniest tech, a car parts store on the corner quietly outperformed almost ever
The “SaaSpocalypse” Narrative is Repricing Every Company
The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every company tied to human workflows, RPO growth is the clearest signal separating the survivors from the casualties. • $Palantir Technologies Inc.(PLTR)$ trading at ~84x RPO growing 143% • $Cloudflare, Inc.(NET)$ trading at ~30x RPO growing 48% • $MongoDB Inc.(MDB)$ trading at ~13x RPO growing 97% • $CrowdStrike Holdings, Inc.(CRWD)$ trading at ~12x RPO growing 38% •
Hello everyone! Today i want to share some technical analysis with you! 1. $Energy Select Sector SPDR Fund(XLE)$ Ready for the next leg? Image 2. $Hims & Hers Health Inc.(HIMS)$ Testing the S/R flip zone this week. Image 3. $Ondas Holdings Inc.(ONDS)$ Please do not play out until after March 20th…. Image People complaining about the price action clearly don’t sell covered calls and/or not in it for the clear fundamental journey this thing is on. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.
Hello everyone! Today i want to share some technical analysis with you! 1. $Dell Technologies Inc.(DELL)$ Computa, activate bull flag breakout sequence. Image 2. $Duolingo, Inc.(DUOL)$ The owl has landed 🦉 Image 3. $IREN Ltd(IREN)$ Did someone order a bullish engulfing candle? Image 4. $JPMorgan Chase(JPM)$ Wait... is red good or bad? Image 5. $AppLovin Corporation(APP)$ price is $200 cheaper and insiders still don't want it 😬 Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks
Hey AI and cloud investors — this one is huge! 🚨 NVIDIA just dropped a bombshell strategic investment into European AI cloud giant Nebius. If you’re tracking pure-play AI cloud stocks, this partnership changes everything. Let’s break down why this is being called the strongest validation yet. As the race for artificial intelligence infrastructure intensifies, European AI cloud leader $NEBIUS(NBIS)$ has gained a heavyweight strategic ally. Semiconductor giant $NVIDIA(NVDA)$announced this Wednesday a major strategic investment in the Amsterdam-based AI cloud provider. The move immediately ignited the capital market, sending Nebius stock surging more than 16% by market close.
Have the 2026 "Magnificent Seven" Stalled? NVIDIA and Meta Offer Buying Opportunities
Has the Magnificent Seven’s rally run out of steam in 2026? NVDA and META are sliding—and now trading at attractive forward P/E ratios! Do you see this as a buying opportunity for AI leaders, or are you worried about further declines? Are you team NVIDIA (AI infrastructure king) or team Meta (AI monetization master)? Share your take on whether these tech giants are worth adding to your portfolio now! The start of 2026 has brought an unexpected chill to the US stock market. The "Magnificent Seven"—the seven tech giants once revered by investors: NVIDIA, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla—have collectively lost momentum so far this year, with their stock prices trending downward. For long-term investors, short-term pullbacks of leading stocks often present a window
Unexpected! If the AI Bubble Bursts, the Most Endangered Stocks Aren’t Just NVIDIA
If the AI bubble bursts, NVDA and ASML aren’t the only ones at risk—JPMorgan (JPM) could be in trouble too! Will the bank’s M&A, trading, and interest income take a hit from a broader market downturn? Do you think JPM is overexposed to AI-driven market sentiment, or is its diversified business a safety net? Share your take on these high-risk stocks below! The AI wave has swept Wall Street for nearly two years, and names like NVIDIA (NVDA) have become almost synonymous with "unstoppable growth." But beneath the noisy surface, cracks have started to appear. Since last November, major stock indexes have been mostly range-bound, and several well-known AI concept stocks have plummeted after releasing lackluster quarterly earnings. If this signals the start of a broader sell-off—or worse, th
No Need to Fear Trade Wars! These 2 North American Infrastructure Stocks Are True Safe Havens
Are you adding these hard-asset stocks to your portfolio for stability? Which one do you prefer—SES’s cash flow & repurchases or AMRIZE’s valuation upside? Share your thoughts below! Against the backdrop of turbulent global capital markets, investors are facing an unprecedentedly complex landscape. From industry disruptions driven by artificial intelligence (AI) to unresolved tariff policies and ongoing geopolitical conflicts, traditional investment frameworks are being challenged. In such an environment, finding targets that offer both a margin of safety and upside potential has become increasingly difficult. However, crisis often breeds opportunity. A professional investment perspective tells us that instead of chasing gains or selling on dips amid the volatility of growth stocks, it
The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models: 1. $NEBIUS(NBIS)$ (Cloud Utility for the Agentic AI Age) $NVIDIA(NVDA)$ just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category.
Hello everyone! Today i want to share some AI trading ideas with you! 1 $Ondas Holdings Inc.(ONDS)$ is acquiring BIRD Aerosystems to expand into airborne missile protection & strengthen its defense platform with proven ISR + countermeasure systems. BIRD’s technology is already deployed on 700+ aircraft across 40+ platforms including with the U.S. Army, NATO & UN fleets. 2 $Meta Platforms, Inc.(META)$ plans to deploy four new generations of MTIA chips over the next two years showing it sees custom silicon as critical for scaling ranking, recommendations & GenAI workloads more efficiently. What stands out is that Meta is building for both ad-driven ranking & G
Apple Drops a Bombshell: iPhone 17e Starts at $599 with 256GB Storage (Double the Capacity)
Apple just shook up the smartphone world: iPhone 17e stays at $599 but doubles to 256GB storage—while Android makers struggle with memory price hikes! Will this countercyclical move help Apple steal more market share, or will Android brands fight back with better features? Are you tempted by the $599 iPhone 17e, or will you stick with Android flagships? Share your take on this pricing showdown below! $Apple(AAPL)$ As the global smartphone industry struggles with the skyrocketing prices of memory chips, Apple (AAPL) dropped a bombshell at its spring keynote this week: the new iPhone 17e retains its starting price of $599, while its base storage capacity doubles to 256GB. This may seem like a simple product upgrade, but in the eyes of Wall Street an