SpaceV

@charliebilello Oh , never underestimate gamblers, they buy at any price

Chipmaker valuations are now higher than they were at the peak of the dot-com bubble. AI may be revolutionary, but the price you pay still matters.

@fxevolution Parties 🥳 continues

This is HUGE... Today's daily volume on $SMH was bigger than any session in almost 2 years! The last time this happened in August 5 2024 it marked the bottom low, will that happen again or is this the start of something bigger?

@QCompounding Yeah never interrupt it unnecessary, provided it keeps going up.

The World's Largest Asset Managers

@BeardoTrader Beautiful, let's rush in

Highest volume on $SMH today in more than 7 years. Volume spikes of this magnitude often coincide with local bottoms.

@burrytracker He is too publicized

Update: It's been 266 days since Michael Burry publicly went bearish on Nvidia $NVDA It's down ~4% since

@StockSavvyShay Dont worry, gamblers are ready to jump in

South Korea's KOSPI stock market halted after being down over 8% triggering circuit breaker.

@BullTheoryio Dont dream, there still many gamblers jumping in.

BREAKING: South Korean stock market halted program selling for 5 minutes as KOSPI crashed -6%. This is the 42nd trading curb triggered this year.

@LongGameEquity That not down, that's just a scratch

Why is $AMD down 6%?

@amitisinvesting When was the last time hardware and software has such fights?

This is turning into of the worst days for Semis all year. Market seems to be reacting to a few things: - A Chinese state-backed company has started mass-producing its own DUV lithography machines. The market is worried that the development could reduce China’s dependence on Western suppliers like ASML and weigh on future equipment demand - NVDA backstopping OpenAI’s new datacenter buildout with $250B is making the market think that things are getting a bit too circular - NVDA investing $5B into a new AI startup once again is creating fears of circular financing - China just had their second largest IPO ever and it was a memory company which is now making the market think that oversupply of memory and a peak in prices is underway Trump tried to calm down markets by saying that the US and Iran are talking, which got Oil down 7%, but isn’t really helping the chip stocks. Usually, a drop on oil that big would explode high beta names like semis but the market seems to be taking the China buildout threat seriously. Effectively, the market is saying that China supply coming through means the constraints that create the pricing/earnings power for the semis is diminishing. I’m not sure if this is actually true, especially given how new these reports are, but it goes to show how fragile the entire semi trade is if a headline like this can wipe out $500B+ from the entire sector today. As always, if semis go down hard, the software names go up which is why software is rallying heavy today. Are you buying the semi dip or is this a legitimate concern? $MU $SNDK $INTC $NVDA $AMD

@Mapago9 Finally, a great question

Is the generational bull run over for $MU & $SNDK ?

@StockSavvyShay Dont dream, it wont last long down there. Gamblers will rush in double down.

$NVDA JUST BROKE BELOW $200

@WatcherGuru Not erase yet, gamblers are looking for more money to throw back in double up.

JUST IN: S&P 500 erases all gains and turns negative.

@burrytracker Dont be too happy, gamblers will pick it up at any price.

The AI bubble might soon be popping: $SNDK: -11.65% $AMD: -8.04% $LRCX: -7.19% $ASML: -7.04% $INTC: -7.89% $NVDA: -5.25% $AMAT: -5.99% $MU: -5.36% $MRVL: -4.08% $TSM: -2.53%

@LeifInvests Just a sneeze to the giants.

CHIP STOCKS ARE GETTING HAMMERED FOR NO REASON‼️💀 $SNDK -12% 🔴 $AMKR -9.5% 🔴 $COHR -9% 🔴 $AMD -8% 🔴 $LITE -8% 🔴 $ASML -8% 🔴 $AMAT -7% 🔴 $ALAB -7% 🔴 $TER -6.5% 🔴 $CRDO -6% 🔴 $AAOI -5.5% 🔴 $MU -5% 🔴 $MRVL -4.5% 🔴 $NVDA -4.5% 🔴 Can someone explain this selloff? The OpenAI × $NVDA deal looks bullish if anything, oil prices are falling sharply, and AI capex continues to rise. None of those developments seem to justify this broad semiconductor selloff.

@Barchart Dont dream, it wont happen.

Potential Head & Shoulders in Semiconductors $SMH getting closer 🚨 Watch for a neckline break of about $528 👀

@BullTheoryio Born a trillion, die on a dime.

BREAKING: SpaceX hits a NEW ALL-TIME LOW, wiping out $1.515 trillion from its market cap in just 27 trading days. IPO buyers are now sitting on an 18.5% loss.

@BullTheoryio Dont dream, gamblers will keep betting on it.

🚨 US MEMORY STOCKS ARE CRASHING $1 Trillion has been wiped out from US stocks in the last 3 hours, and 50% of that came from just 6 memory stocks. US memory stocks are crashing on news that China has begun producing its own DUV chipmaking machines. Investors worry China can now build more chip factories on its own, adding supply and pushing memory chip prices down, exactly the prices that have been driving these stocks higher all year. - Nvidia: -4.37%, $300B wiped out - SK Hynix: -9.48%, $95B wiped out - Micron: -4.69%, $82B wiped out - SanDisk: -10.42%, $26B wiped out - Western Digital: -5.93%, $21B wiped out - Seagate: -5.59%, $17B wiped out In total, $541 billion has been wiped out from just these 6 memory stocks.

@WatcherGuru Yeah, gamblers , lets reel in hype stocks!

JUST IN: 🇺🇸🇮🇷 Brent crude oil falls 7% at open as US and Iran halt strikes.

@Barchart Dont dream, it wont happen. Gamblers will uphold it forever.

Potential Head & Shoulders in Semiconductor Stocks $SMH 🚨 🚨 Uh Oh 🤯 👀

Battle of sand