My landed stock is SpaceX $SpaceX(SPCX)$ , I probably will stay away for now since the IPO hype seems not ending yet. According to the historical data, 90% of the IPO firms stocks price will drop in the first year.... I still thick $SpaceX(SPCX)$ is a very interesting company and I will definitely include it in my portfolio when it is the right time ⏲️

$NVIDIA(NVDA)$   $Advanced Micro Devices(AMD)$   $Intel(INTC)$   The pattern matters more than any single name. The deepest drops are in the most AI-leveraged, highest-beta stocks. That looks like de-risking of the AI capex trade, not a broad flight from quality. The pre-market bounces of 2-4% suggest dip-buyers are already stepping in, but a bounce on thin pre-market volume is the least reliable signal on the screen. The bear case is that these stocks priced in near-flawless AI spending growth, and the market may be shifting from rewarding spending to deman

$Intel(INTC)$   Intel's dramatic post-earnings decline—dropping more than 20% to the $70–$73 range despite beating Q3 expectations ($16.5B revenue, $0.52 adjusted EPS)—illustrates how severely near-term operational shocks can overpower an ongoing turn-around story. The sell-off stems from a mix of severe guidance cuts, external component headwinds, and macroeconomic/policy friction. Key Forces Behind the Breakdown  * Weak Q4 Outlook & Gross Margin Compression:    Intel guided Q4 2026 revenue to $15.0B–$16.0B (vs. Wall Street's ~$17.1B consensus) and adjusted EPS to $0.25 (vs. $0.43 expected). Adjusted gross margins are expected to compress to 38%, down from 44.1% in Q3.  * Severe Memory C

I think $Duolingo, Inc.(DUOL)$ , $Lyft, Inc.(LYFT)$ , and $AppLovin Corporation(APP)$ will move more than 10% after their earnings reports.

$CoreWeave, Inc.(CRWV)$   $NEBIUS(NBIS)$   $IREN Ltd(IREN)$   The pattern matters more than any single name. The deepest drops are in the most Al- leveraged, highest-beta stocks. That looks like de-risking of the Al capex trade, not a broad flight from quality. The pre-market bounces of 2-4% suggest dip-buyers are already stepping in, but a bounce on thin pre-market volume is the least reliable signal on the screen. The bear case is that these stocks priced in near-flawless Al spending growth, and the market may be shifting from rewarding spending to demanding returns on it. I'd avoid acting on a single red day. I'd d

$NVIDIA(NVDA)$   Next target $150

$NVIDIA(NVDA)$ Emotion is the best indicator for me, from negative to positive......

$NVIDIA(NVDA)$ Letz go ! Aim for $150

August stocks fly too high, if September have a healthy pullback, it is a good time for DCA, however we can't time the market.... @AI_Dig

$Micron Technology(MU)$  $SK hynix(SKHY)$   $Western Digital(WDC)$   Following Micron Technology's recent 6.25% surge amid a broader sector rebound, attention has turned back to the foundational hardware powering the AI infrastructure boom. When evaluating which memory stock holds the edge—typically framed among the industry triad of Micron Technology (MU), SK Hynix (000660.KS), and Western Digital (WDC) (alongside standalone storage plays like SanDisk)—the choice depends entirely on whether your investment strategy targets pure-play high-beta AI growth or cyclical downside protection. 1. Micron Technology (MU): The High-Beta AI & HBM Pure Pl