@grassosteve which one you like Steve or a few? Always know where the puck is headed. Enjoying this $mu short but like to be long, been trying to see which software name
thanks have a blessed day
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Fluid Capital
25.7K posts
Fluid Capital
@fluid_capital
Glory to God. Proverbs Ch 3 vs 5 6 (faith driven) Motivation, stocks, self help, survived death twice. Finance, no I don't sell anything.
United States Katılım Temmuz 2019
3.3K Takip Edilen1.3K Takipçiler
Software sold off on AI replacement fears. That fear turbocharged the semi rally. Next move funds rotate semi profits into oversold software names to outperform. Markets always overshoot.
Rinse and repeat
The Kobeissi Letter@KobeissiLetter
Hedge funds are all-in on semiconductor stocks: Semiconductor and semiconductor equipment stocks now account for 19% of total global hedge fund market exposure, the highest on record. This percentage has more than DOUBLED since the start of 2026. By comparison, semiconductor stocks represented less than 2% of global hedge fund exposure during the 2022 bear market. This comes as the Semiconductor index, $SOX, has rallied +405% over this period. To put this into perspective, software and services stocks now account for ~2% of hedge fund portfolios. This metric has declined -10 percentage points over the last 4 years. Hedge funds are extremely bullish on chip stocks.
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$MU BIG MONDAY AHEAD
Price has been respecting this 700/720 support zone perfectly.
Friday the market pulled back and $MU landed right on this level again.
This is called a "support retest" .
Bulls need a hold + consolidation here. Then reclaim 770 is the next hurdle.
Bears need a clean break lose 700 .
Lose this → 675 first, then 625/630 back in play.
Also watch for a weak break below 700 followed by a strong reclaim that's called a "stop hunt." Shakes out weak hands then rips back. One of the most powerful reversal setups you'll see.
Manpreet Kailon@preetkailon
$MU update Yesterday → flagged channel break risk. Today → channel broke, big drop. Now at 720/700 zone. Hold = longs back in play. Lose it = more pain ahead. Make or break right here.
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$MU: JPM-strikes
"2Q26 memory contract pricing is tracking well above expectations (DRAM +58-63% q/q, NAND +70-75% q/q vs. JPM's prior +40-50% estimate), which could largely neutralize the labor cost headwind and even make the strike a tailwind for near-term pricing negotiations"
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I've seen 30 videos like this. Why are we teaching young people to worship money?
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@FirstSquawk that is false anyone who knows what that is knows its fake post
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Trump’s Iran de-escalation isn’t really about Iran, it’s sequencing. He’s not blowing up the China summit over Tehran. Nukes though? That line doesn’t move, period. My thought is straightforward, once US/China wraps, does Beijing get leaned on to take a harder stance with Iran, and does favorable trade become the carrot?
If that works, we buy time. If it stalls , and I think there’s a real shot it does, escalation comes back fast.
Forget the Strait of Hormuz headlines. I’m watching Beijing.
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@NighthawkTradez that was a layup short on them last week. Only way they can raise cash lol
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@grassosteve I believe it in Austin area people cant sell. New homes better nicer bigger and cheaper...
Supply is crushing demand
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DA Davidson initiated coverage of Micron (MU) with a Buy rating and a Street-high $1,000 price target, making it the most bullish call on Wall Street for the stock
$mu
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🚨#BREAKING: Joe Rogan is now claiming that the recent UFO file dump could be a distraction from the ongoing Iran conflict, questioning the timing of the disclosure amid growing public backlash over the war.
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The Epstein case is so bad the government gave you a war, a new virus, and aliens to keep you distracted from it. Sit with that as long as you need.
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$IREN today reported its Q3 FY26 results.
Key highlights:
✔️$3.4bn AI Cloud contract & 5GW strategic partnership with @nvidia
✔️2026 expansion to $3.7bn ARR on track
✔️2027 expansion to 1.2GW of AI Cloud capacity in build
✔️2028+ expansion across 5GW secured power underway
✔️Acquisition of Nostrum adds 490MW in Spain and GW+ development pipeline
✔️Additional development projects in Australia advancing toward connection agreement
Presentation: iren.com/api/media/file…
Read more: iren.gcs-web.com/static-files/9…
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Up early to seize the day! @CNBCMorningCall
Morning Call@CNBCMorningCall
Morning Call Sheet: Tech and momentum drive markets higher Panel with @grassosteve, @barbara_doran1 and @EdMillsDC says strong earnings, resilient consumers and stable labor markets are supporting stocks despite inflation, war and oil price risks $SPY $QQQ $IWM $XLE $XLF $DIA cnbc.com/video/2026/05/…
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@wil_da_beast630 It depends on your lens. From a spiritual and morality perspective, I think the world is getting worse. Profanity is mainstream, marriage is collapsing as an institution, lying is mainstream, trust has eroded, children have lost innocence. I could go on.
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Why is it so important for many people on left and hard right to feel that the world is horrible, and getting worse?
It very clearly is not.
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PAUL TUDOR JONES ON BUYING THE S&P 500 RIGHT NOW:
"If you buy the S&P at this current valuation, the 10-year forward returns are negative when you buy with the S&P P/E of 22. That's what history shows."
Jones called the 1987 crash before it happened. He's not predicting a crash. He says the setup is more leveraged than anything he's seen including 2008.
"The stock market's really high, and it's going to be really hard to make money from here."
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@ruth_capital @StockMKTNewz History shows it usually happens regardless
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@StockMKTNewz if the "market goes down" after new chair plays out then oh boy we are fukt guys
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