Right now on Polymarket, there's a 69% chance that Kevin Warsh and the US Fed won't cut rates in 2026.

So SpaceX and Google are doing this deal, and it’s way bigger than another AI headline. 🚀 Google is paying SpaceX $920M per month for AI compute until 2029. That includes about 110,000 NVIDIA GPUs in SpaceX data centers. This really shows me one thing: Even Google doesn’t have enough compute. The real fight in AI isn’t just chatbots or models anymore. It’s about who controls: GPUs Data centers Cloud capacity Power Infrastructure SpaceX was always rockets and satellites, but now they’re turning AI compute into a cash machine. After the Anthropic deal, SpaceX’s AI compute contracts could make around $26B a year. That’s wild. Stocks I’m keeping an eye on: $GOOG $NVDA $AMD $AVGO $MSFT $AMZN $ORCL $TSLA $TSLA isn’t direct SpaceX, but the whole Elon AI infrastructure story will still matter. My take is simple: AI isn’t just software anymore. It’s an infrastructure arms race. Don’t chase hype. Follow the compute.

🚨 AI could be the biggest political story of the next decade—and Trump just said the American public should own some of it. Not just Wall Street. Not just VCs. Not just early insiders. Every American. Here’s the idea: If companies like OpenAI, Anthropic and xAI become the most powerful in history, regular people should benefit from that growth. This isn’t your typical policy headline. It’s a signal. Sam Altman was first to push it. Bernie Sanders wants a public AI wealth fund. Trump is now saying the government will look into it. Think about how wild that is: Bernie spent his whole career fighting billionaires. Trump built his image backing them. They rarely agree on anything economic. Yet both sides are now looking at AI and saying the same thing: This tech is too massive to be owned by just a few. That tells me one thing: AI is no longer just a tech story. It’s becoming a national wealth story. Private names are obvious: OpenAI Anthropic xAI But public market plays are where investors should look: $MSFT — OpenAI ecosystem $AMZN — Anthropic AI cloud $GOOG — AI models cloud infrastructure $NVDA — AI chips $AVGO — custom AI chips $AMD — AI GPU challenger $META — AI platform data centers $TSLA — xAI / robotics / autonomy narrative $ORCL — AI infrastructure demand The market still treats AI like a normal growth cycle. I don’t think it is. When politicians from opposite sides fight over who gets the AI upside, it means the real money is already too big to ignore. My take is simple: Don’t chase every AI headline. Don’t buy hype blindly. Watch the companies controlling compute, cloud, chips, data and distribution. That’s where real power sits. AI isn’t just changing tech. AI is changing ownership. Not financial advice.

$MU is quickly turning into a major player in the AI infrastructure space. The basic idea is pretty straightforward: AI models keep getting bigger. Data centers are growing fast. Memory bandwidth is hitting a wall. That's where Micron comes in. Micron deals with HBM, DRAM, NAND, and storage for data centers—all essential for AI servers and cloud setups. That's why I don't see $MU as just a regular memory cycle stock anymore. To me, it's an AI infrastructure supplier now. Stocks I'm keeping an eye on: $MU — AI memory $NVDA — AI processing $AVGO — networking / custom silicon $TSM — chip manufacturing $ASML — lithography gear that's a bottleneck My plan: Don't blindly chase after strong moves. Wait for dips. See if buyers show up at key support levels. Only jump in when the risk-reward feels right. Not advice.

🚨 $AVGO is taking a hit, but the AI infrastructure story is still solid. Price now: $385.75 Today: -7.92% The market is just reacting to expectations. But the core business logic hasn't changed: AI data centers need more than just $NVDA GPUs. They need custom chips, networking, switches, optical gear, and infrastructure software. That's where Broadcom comes in. $NVDA builds the AI engine. $AVGO connects and scales the whole AI factory. So I don't see a broken company here. I see a stock where I'm waiting for a better entry. My watchlist: $AVGO / $NVDA / $TSM / $ASML / $MU Don't jump in. Wait for support. Let fear create the opportunity. 🚀 Not financial advice.

$MU is still acting like one of the strongest AI memory plays out there. 🚨📊 On the 15-minute chart, Micron moved from about 1,038 and rallied up to near 1,089. Now it’s hanging around 1,079, which shows buyers are still in the game, but the stock is now in a high-level consolidation zone. This isn’t a weak chart. It’s a solid chart that just needs support to hold. The first level I’m watching is 1,069–1,070. If $MU pulls back and stays above that area, the short-term bullish picture stays intact. The key support sits at 1,057–1,058. As long as $MU remains above this zone, the trend is still alive. If it can reclaim 1,089–1,090, the market might start eyeing the next big level around 1,100. But this goes beyond just Micron. When $MU moves, the market pays attention to the whole AI memory and data center supply chain: $NVDA — AI GPUs rely on HBM $AMD — AI accelerators $AVGO — custom AI chips networking $MRVL — AI networking data movement $TSM — advanced chip production $WDC — NAND and storage $STX — data storage demand $DELL — AI servers $SMCI — AI server infrastructure $AMAT $LRCX $KLAC — semiconductor equipment $SMH $SOXX — semiconductor ETFs My take is simple: AI isn’t just about GPUs anymore. AI needs memory. AI needs HBM. AI needs storage. AI needs servers. AI needs full data center infrastructure. That’s why $MU matters. Strong chart. Strong AI memory story. Strong semiconductor read-through. But after a big move, entry price still matters. I want support confirmation, not emotional chasing. 📊🔥 Not financial advice.

XAUUSD ゴールドチャート更新 📊 金がまた4459あたりのサポートに戻ってきたね。 これで2回目の重要なサポートエリアのテストだよ 👀 でも、価格がサポートに来たからって、すぐに買いに入るのは危ないよ ⚠️ 大事なのは、焦らずに市場の構造がはっきりするのを待つこと。 今はまだベアが

$TSM just sent a clear message to the AI chip world. 🚨📊 On the 15-minute chart, TSMC shot up from around 417 all the way to 449. Then it pulled back, found support, and is now sitting near 444–445. Doesn't look like a real breakdown to me. Looks more like a healthy retest of a strong breakout. Here are the levels I'm watching: Support: 443.7 If TSMC stays above this, the momentum stays bullish short-term. Key support: 440.9 Losing that would start to mess up the recovery. But the bigger picture: $TSM isn't just any stock. It's the core of AI chip manufacturing. When TSMC moves, the whole supply chain takes notice: $NVDA — AI GPUs $AMD — AI accelerators $AVGO — custom AI chips networking $MRVL — AI networking custom silicon $AAPL — Apple Silicon $QCOM — mobile edge AI chips $ASML — EUV lithography $AMAT — semiconductor equipment $LRCX — etch and deposition tools $KLAC — inspection and process control $SMH $SOXX — semiconductor ETFs Simple take: If TSMC holds support, it signals AI chip demand is still real. This isn't just about TSMC's chart. It's a window into the whole AI chip supply chain. 🚀📊 Not financial advice.

The top 1% of U.S. households control almost a third (31.9%) of the nation’s wealth, per Moneywise.

A Master's degree doesn't guarantee a job like it used to, says the WSJ.

BREAKING: Bitcoin falls below $72,000 for the first time since April 13th.

*BESSENT: ALL NONSENSE IN CRYPTO GOES ON OFFSHORE

Jensen Huang just dropped a truth bomb at Asia’s biggest tech event — he says the era of Agentic AI is officially here. $NVDA

Polymarket says there's only a 17% chance the US will give Ukraine a security guarantee by the end of the year. x.com/unusual_whales/status/…

Wondering when's the right time to buy? Check this out: x.com/BrianFeroldi/status/20…

Just in: Trump says he's "in no rush" to strike a deal with Iran 🗣️