$Micron Technology(MU)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$ This is the kind of market that separates investors from traders. Feels more like an accumulation phase than a time to panic. Traders are clearly uneasy, but days like this are where long-term positions get built. Just adding and waiting for the reversal to play out.
Quick weekly watchlist with some levels I'm tracking. Breaking out of a cup and handle on the daily, closing above the $172 upside resistance. Watching for continuation toward $177 then $181. Support at $167. $Apple(AAPL)$ looks like it's not done yet, with a golden fib test at $344 on deck. $General Motors(GM)$ is still fighting the $83.5 resistance. A clean break above opens the door to $88 to $90+ in the coming days. Strong earnings beat has the stock looking to snap its downtrend. Support at $80.6 and $78.7. $Visa(V)$ is flagging on the weekly. A close above $358 could fuel a move to new all-time highs, with upside targets at $380 to $400+ over t
turnaround is no longer just a headline. The numbers are starting to prove it. The print: Revenue: $16.13B vs $14.45B est. (+25% YoY) EPS: $0.42 vs $0.22 est. Gross margin: 41.8% vs 39% guide A massive beat across the board. AI demand was the biggest driver. Data Center revenue jumped 59%, operating income surged to $2.5B. Foundry revenue grew 31%, while losses narrowed significantly. The guide is what caught my attention: Q3 revenue midpoint: $16.3B vs $15.2B est. EPS guide: $0.38 vs $0.28 est. Gross margin expected around 42%. Intel didn't just beat expectations. They showed the recovery is gaining momentum. 18A progress, stronger yields, and rising AI compute demand are changing the narrative. $Intel(INTC)$ is back on the watchlist.
$Oracle(ORCL)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Intel(INTC)$ Google's latest earnings after the bell reinforced a clear trend: the company is dedicating $200 billion to AI infrastructure. On a related note, Treasury Secretary Scott Bessent has stated the U.S. aims to grow its share of global AI compute capacity from about 60% to 80% in the coming years. The objective is straightforward—to maintain the country's position as the leading AI superpower for decades to come. This is a positive development for the broader AI ecosystem, including semiconductor
Sometimes the biggest investment mistake isn't picking the wrong stock, but overlooking where the real growth is actually happening. The difference a year can make: $Tesla Motors(TSLA)$ : +13% $Micron Technology(MU)$ : +795% $SanDisk Corp.(SNDK)$ : +3803% The point here isn't to chase the biggest winner after the move. It's more about spotting the sectors with strong long-term tailwinds before the market fully prices them in. Areas like AI infrastructure, semiconductors, and next-generation technology keep producing some of the biggest opportunities, though timing and risk management still count. The ke
$Apple(AAPL)$ I'm wondering if, once the big players push the price down to around $310, they'll actually start buying back in. Or could they just hold off and wait a few more weeks?