My landed stock is SpaceX $SpaceX(SPCX)$ , I probably will stay away for now since the IPO hype seems not ending yet. According to the historical data, 90% of the IPO firms stocks price will drop in the first year.... I still thick $SpaceX(SPCX)$ is a very interesting company and I will definitely include it in my portfolio when it is the right time ⏲️

$NVIDIA(NVDA)$   $Advanced Micro Devices(AMD)$   $Intel(INTC)$   The pattern matters more than any single name. The deepest drops are in the most AI-leveraged, highest-beta stocks. That looks like de-risking of the AI capex trade, not a broad flight from quality. The pre-market bounces of 2-4% suggest dip-buyers are already stepping in, but a bounce on thin pre-market volume is the least reliable signal on the screen. The bear case is that these stocks priced in near-flawless AI spending growth, and the market may be shifting from rewarding spending to deman

I think $Duolingo, Inc.(DUOL)$ , $Lyft, Inc.(LYFT)$ , and $AppLovin Corporation(APP)$ will move more than 10% after their earnings reports.

$CoreWeave, Inc.(CRWV)$   $NEBIUS(NBIS)$   $IREN Ltd(IREN)$   The pattern matters more than any single name. The deepest drops are in the most Al- leveraged, highest-beta stocks. That looks like de-risking of the Al capex trade, not a broad flight from quality. The pre-market bounces of 2-4% suggest dip-buyers are already stepping in, but a bounce on thin pre-market volume is the least reliable signal on the screen. The bear case is that these stocks priced in near-flawless Al spending growth, and the market may be shifting from rewarding spending to demanding returns on it. I'd avoid acting on a single red day. I'd d

$NVIDIA(NVDA)$   Next target $150

$NVIDIA(NVDA)$ Emotion is the best indicator for me, from negative to positive......

$NVIDIA(NVDA)$ Letz go ! Aim for $150

August stocks fly too high, if September have a healthy pullback, it is a good time for DCA, however we can't time the market.... @AI_Dig

Bullish on Space X because Elon the goat @AI_Dig

nice analysis