Elliott_Smee
3.1K posts

Elliott_Smee
@MeePee84
Link Sharing, NFT Creating, Story Telling, Joke Making Bloke :)




SMART MONEY is already BUYING what makes AI possible 👇👇👇 The Nasdaq (QQQ) had been rallying strongly since the start of the year, before the sharp plunge triggered by the Iran war escalation (yellow dotted line). What followed was a violent recovery that pushed the index right back into momentum mode. But beneath the surface, leadership is changing fast. QQQ recovered aggressively, yet QQEW (QQQ indexed, meaning all stocks carries the same weight) barely moved in comparison. That tells us this rally is becoming increasingly narrow and concentrated rather than broad-based. What’s interesting is that capital does not appear to be leaving AI altogether — it is rotating within AI itself. The market is shifting from AI consumers toward AI enablers, in simple words who produces GPUs, CPUs and memories. The first phase of the AI trade was dominated by the Magnificent 7 (MAGS) and platform companies. But now the real leadership is coming from the companies building the infrastructure layer powering the AI economy. Semiconductors (SMH) are massively outperforming, while software (IGV) continues to lag badly. The market may be starting to question whether traditional software companies can maintain margins and market share in a world where AI commoditizes features and increases competitive pressure. Meanwhile, chipmakers and infrastructure providers are becoming the real toll roads of the AI economy. This no longer looks like a normal tech rebound. It looks like the Nasdaq is entering a new phase of the AI cycle: Phase 1 = platform dominance Phase 2 = infrastructure dominance And the market is already pricing it in. #Nasdaq #QQQ #AI #Semiconductors #SMH #Magnificent7 #TechStocks #TLUNAC #TLUNACmembership









If I give you 10,000$ 💯 Which one will you buy ???? $LUNC or $DOGE? 🔥🔥🔥🔥 Posted in collab with the CoinEx Creator Program. @coinexcreators #CEX #crypto #CoinEx #CoinExCreator #CoinExFlexibleSavings #WunderTrading


If I give you 10,000$ 💯 Which one will you buy ???? $LUNC or $DOGE? 🔥🔥🔥🔥 Posted in collab with the CoinEx Creator Program. @coinexcreators #CEX #crypto #CoinEx #CoinExCreator #CoinExFlexibleSavings #WunderTrading


How long have you been an $LUNC hodl? 🤔 💭 A. Less than a year. B. 1+ years. C. 2+ years. D. 3+ years. E. 4+ years. F. 119 days. Posted in collab with the CoinEx Creator Program. @coinexcreators #CEX #crypto #CoinEx #CoinExCreator #CoinExFlexibleSavings












