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“They will lag the market in the mean time because investors are rightfully asking difficult question about the capex spending.”
@degentradingLSD
Hyperscalers will lag the market as investors question massive capex spending with no clear ROI visibility; MSFT is the cleanest short
MSFTSHORT@ $364.62
$472.30-29.53%
since call Jun 25
in postLONG
“$NBIS again demonstrates resiliency with it being the only ticker in the green vs the rest of the complex (Of course it is down from initial prices)”
@degentradingLSD
NBIS the only neocloud in the green during a broad AI sell-off, signaling exceptional relative strength into July
NBISLONG@ $245.51
$188.42-23.26%
since call Jun 25
in postLONG
“$NVDA has also been hit at -3%. This is getting close to strong value levels at 180-190 zone. Which presents a strong set up for buyers.”
@degentradingLSD
NVDA hit -3% and entering strong 180-190 value zone, setting up a buy-the-dip into July
NVDALONG@ $196.54
$199.82+1.67%
since call Jun 25
peak +11.1%
“$AAPL also announced the increase in pricing because of memory, this has led $AAPL for the first time to be leading the sell-off with $GOOG $AMZN $META and $MSF”
@degentradingLSD
AAPL leading the sell-off for the first time, driven by memory cost-driven price increases that threaten demand
AAPLSHORT@ $289.77
$304.50-5.08%
since call Jun 25
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