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CapitalFlow
5.8K posts
CapitalFlow
@CapitalFlowApp
Providing real time order flow to help traders follow the smart money and make their best trades. Start your free trial using the link below ⤵️
انضم Mart 2022
2 يتبع5K المتابعون
@CapitalFlowApp EVERYONE MUST FOLLOW THE GOAT👆 @CapitalFlowApp THEY KNOW WHERE $SPX $NDX $SPY $QQQ $IWM $RTY $EEM $TSLA $AAPL $NVDA Are Going Next
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Jensen Huang in Korea: $NVDA biz booming!
He hyped Vera Rubin/CPU, RTX Spark (PC reinvention), Jetson Thor. Praised SK Hynix, Samsung, LG, Hyundai partnerships: “We’re all booming.”
4 new products coming.
CapitalFlow@CapitalFlowApp
Whales reload $27.2M in $NVDA calls as GTC Taipei wraps. Spark AI chip momentum fuels aggressive upside chasing.
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$84.75B raised.
$10B from Berkshire.
$462B cloud backlog.
The market sees dilution.
I see proof that AI demand is outpacing even Google's ability to build capacity.
$GOOGL $GOOG $NVDA 🚀
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Google is paying SpaceX $920M/month for 110,000 $NVDA GPUs. 🤯
If that doesn't tell you how real the AI compute shortage is, nothing will.
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Elon Musk on the AI memory crunch:
Demand is so extreme that $MU (Micron) hit ~$1T market cap on HBM capacity fully sold out through 2026.
Yet the U.S. has zero high-volume memory fabs today. New supply won’t ramp meaningfully until 2027–2028.
CapitalFlow@CapitalFlowApp
Never ending $MU calls!!!!
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$MRVL S&P 500 inclusion June 22.
What that means: every index fund tracking the S&P must buy.
Backdrop: record Q1 revenue, 35% Q2 growth guide, Nvidia $2B partnership, Jensen Huang "trillion-dollar company" endorsement.
Friday's 17% selloff was sector-wide forced deleveraging... not a Marvell story.
Watch the passive flow setup.
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Everyone wanted the AI trade.
Few were ready for the unwind.
Nasdaq -4.18%, $SOXX -10%, $MU -13% and some of the year's biggest winners got crushed as the "Parabolic 7" finally cracked.
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Visit our website to see what else the smart money is trading. ⤵️
capitalflow.app
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That didn’t take long $QQQ 📉
CapitalFlow@CapitalFlowApp
Millions flowed into bearish $QQQ positions today as institutions quietly prepared for turbulence beneath the surface.
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Visit our website to see what else the smart money is trading. ⤵️
capitalflow.app
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Whales reload $42.4M in $TSM calls following the Computex AI chip surge.
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$AMD just saw another wave of aggressive call buying as institutions position for a bigger AI compute market. 🔥
CapitalFlow@CapitalFlowApp
$AMD whales are pressing the AI challenger trade. As demand for AI compute expands beyond a single winner, institutions just piled into millions of dollars of AMD calls. 👀
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Visit our website to see what else the smart money is trading. ⤵️
capitalflow.app
English
Whales reload $27.2M in $NVDA calls as GTC Taipei wraps. Spark AI chip momentum fuels aggressive upside chasing.
English