• ShyonShyon
      ·05-11 09:09

      AI and Semiconductor 💻📱☁️ Trend

      AI stock performance varied in Q1 earnings. Several AI-related stocks experienced significant declines in their share prices after releasing earnings reports. Some notable examples include ASML, TSM, and SMCI. Some investors interpret these declines as a potential indication that the AI sector may have reached its peak. However, others maintain a long-term bullish outlook on AI, viewing the recent downturn as a temporary pullback. NVIDIA Nvidia makes graphics-processing units, or GPUs, which play a crucial role in AI. The company's shares have tripled over the past year, giving it a market capitalization of $2.27 trillion. Nvidia shares took a hit earlier this week when the billionaire investor Stanley Druckenmiller said that he'd slashed his big bet in the chipmaker earlier this year. He
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      AI and Semiconductor 💻📱☁️ Trend
    • DominicBeckDominicBeck
      ·05-10 17:43
      $ARM Holdings Ltd(ARM)$ I have fully assessed ARM earnings and guidance.ARM , like so many other semis has a great business model and you might even say a moat.highly profitable and solid balance sheet.ARM will earn 1.55 eps next year and the guidance was for essentially slow growth( in fact they lowered growth estimates )Now if ARM was trading at a forward p/e ratio of 30 ( which is arguably very high ) the share price would be around 46.50 a share and its trading for twice that amount.So the story ( as with so many other semis right now ) is that the multiples are insanely rich .i don't own and i do think the company is rock solid ,so far as a business model, but i see no reason to buy at current price.I think we are in
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    • MayGodwinMayGodwin
      ·05-10 17:38
      $ARM Holdings Ltd(ARM)$ not doubt about it, after there conference call this was bound to go back up. I’m just jealous of people who got in around 95/96. The future of this stock is bright there conference call was sooo bullish. People who are bearish on this stock clearly didn’t watch the call
      85Comment
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    • ChloeKeynesChloeKeynes
      ·05-10 17:14
      $ARM Holdings Ltd(ARM)$ I don't know where the malarkey about a "disappointing earnings report" came from when they beat on both the top and the bottom lines. Revenues were projected to come in somewhere between $875M and $925M and they came in at $928M. Earnings were projected to be .30 and they came in at .36. That's a 20% beat for earnings and that's HUGE. Shows you how ridiculous some of these so called "experts" are! Never believe the analysts, believe your own eyes and ears.
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    • EuniceGroteEuniceGrote
      ·05-10 17:13
      $ARM Holdings Ltd(ARM)$ ARM is a special company with many talented engineers working for them. Since 1990 this company provided huge service to the semiconductor industry, as well as being the Pioneers of semiconductors in UK. They gained huge respect from many high class tech companies and supported them in their journey to become successful with their design. Jensen is a smart cookie, he noticed the value and how special ARM is. I hope the some of our friends across the pond will notice this soon enough this company seriously is special, seriously talented and innovative & professional. They will go on being even better in future years. Hopefully on the way we all will make a-lot of money together.
      0Comment
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    • LucyRosaLucyRosa
      ·05-10 17:09
      $ARM Holdings Ltd(ARM)$ do a search for "ARM Holdings 4th Qtr earnings call". You'll find 4 or 5 videos with Renee Haas, the CEO of ARM telling you everything about the 4rth Qtr ER and beyond and everything you ever wanted to know about ARM. How their licensing and royalty revenues work, how they are growing, the size of their market, where they're positioned in the market, etc etc. The videos are highly informative, highly interesting and highly energizing. I also do like the CEO a lot. He seems honest, sharp a heck and really knows his stuff.
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    • MonaCurmeMonaCurme
      ·05-10 17:05
      $Advanced Micro Devices(AMD)$ The AMD chart shows that the price broke out above the 200 moving average, and it's testing the HL level. These breakouts could lead to a more significant downward trend. I expect some bearish action, and the area below the moving average should act as a strong resistance level for the price.
      112Comment
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    • AmosBellamyAmosBellamy
      ·05-10 16:59
      $Advanced Micro Devices(AMD)$ the future is what investments are all about, and INTC $Intel(INTC)$ is going to be a poor one. AMD has beaten Intel, the game is over for good, and NVDA $NVIDIA Corp(NVDA)$ is next in line. AMD has a good chance to double or triple from here within a year or two, perhaps in less time. If the SP goes crazy like NVDA did, a double or triple is a conservative estimate.As for INTC, I will not touch it, not until the corporate structure is modified to fix the rot. INTC has to split up into separate manufacturing and design, as two completely independent companies, with no attachment to the other. In addition, the
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    • EdithHardyEdithHardy
      ·05-10 16:49
      $Advanced Micro Devices(AMD)$ when this stock turns it will be unmistakable- Be up $20 for no reason and the shorts will lose all of their gains in a blink of the eye - Scene it for the last 3 years and anyone who thinks it is over is just not very smart on the ways of this stock !
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    • CarolFelixCarolFelix
      ·05-10 16:41
      $Advanced Micro Devices(AMD)$ I think Lisa is telling the truth that Amd 2024 AI revenue will be 4B+.With a total shares of 6.2B, the net EPS can only add 50cents or less, which is insignificant for those (including me) who expected a big jump in EPS this year!Investors should focus on fundamentals. Amd's progress certainly is way slower than market expectations!It could be a long battle for Amd to fight this AI race out!
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    • MignonPitmanMignonPitman
      ·05-10 16:39
      $Advanced Micro Devices(AMD)$ In past 2.5 months, Amd down 28%, Smci down 33%, Nvda down 9%.To me, it's a clear warning sign that hot AI stocks had gone up too much too fast, which needs to consolidate or correct before moving up again!Could Amd hold at 150? May be?If not, 125 could be the next support if AI consolidates further in this round?
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    • YNWIMYNWIM
      ·05-10 15:51
      $Intel(INTC)$ Totally "bearish" hahahaha[LOL][LOL][LOL]."...During Red Hat Summit in Denver this week, Red Hat Inc. announced plans to bring Intel Corp.’s most advanced artificial intelligence processors to its customers.By making cloud-hosted versions of Intel’s Gaudi AI accelerators, along with the chipmaker’s Ultra and Core central processing units, Xeon, and the Arc graphics processing unit available, Red Hat is acknowledging the role that major chip suppliers such as Intel are having in the model-driven world of AI...."And now?!!! What is stock price for the future in an AI driven world???[Doubt][Doubt][Doubt]
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    • windy00windy00
      ·05-10 15:50
      $Intel(INTC)$ It’s interesting to know that if Intel in fact does not revisit the $25 area, the stock will quickly see it sentiment turn back to decidedly bullish[Sly], which would put the stock movement back into alignment with a very bullish long-term outlook for this great American company!![Smart]
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    • XianLiXianLi
      ·05-10 15:49
      $Intel(INTC)$ Invest for success!!!  Intel possesses both the financial strength and governmental backing necessary to pave the way for the next generation of faster and smarter chips.[Miser][Miser][Miser]The localization of chip production will not only bolster the success and security of AI but also ensure that all electronics are built domestically.[Grin][Grin][Grin]
      72Comment
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    • longlive100longlive100
      ·05-10 15:49

      INTC: STILL HUGE POTENTIAL TO BUY!

      $Intel(INTC)$ has always had lower power/lower performance products available; they just don't get much press. It is not generally understood, but for a small increment in performance you pay a large increment in power.Intel has held the single thread performance crown for some time now and has achieved that by running product at very high power levels.As Intel's "baseline" performance approaches the competition it is less important for them to operate in the higher power regime in order to get high performance.Another factor is the Intel processes have been architected for higher power and higher performance than TSMC, who optimized their processes for low power cell phones. The TSMC variant used by the INTC PV and AMD
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      INTC: STILL HUGE POTENTIAL TO BUY!
    • predator007predator007
      ·05-10 15:45
      $Intel(INTC)$ Looks like Intel is going a different route with their upcoming chips.They look like they are going after lower power lower heat going forward. Makes sense because 18A is where Intel will really start shining. This will give them a temp dumbing down of the next gen chips though so it will looks a little be underwhelming compared to AMD chips later this year.Looks like its Panther Lake where they will be faster and less power than $Advanced Micro Devices(AMD)$ .[LOL][LOL][LOL]
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    • marketpremarketpre
      ·05-09 16:24
      $NVIDIA Corp(NVDA)$ All these shorts will be not get any “sacred sleep tonight— those super expensive options will be on their minds — that if, they really have any skin on the game!The Pros can easily discern the power and significance of ARM’s  “barn burner” Report, and Al we can glean from it — leading into NVDA’s Earnings aReport in less than 2 weeks from today![Smart][Smart][Smart]
      59Comment
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    • sadsamsadsam
      ·05-09 16:23
      $NVIDIA Corp(NVDA)$ This is going to blow right past $1000.00 and go to $1200.00 and stick after earnings. People are going to be kicking themselves for not buying at these prices. Look at the profit that $ARM Holdings Ltd(ARM)$ made?Omg who cares about future all that is clear profit. $3 million vs $224 million[Cool][Cool][Cool]Knocking my head against the wallGeez revenue jumped 47% ..
      165Comment
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    • sunshineboysunshineboy
      ·05-09 16:22
      $NVIDIA Corp(NVDA)$ Just a week ago, NVDA dipped to 758 and all the bears rushed out barking like the sky was falling...but it's 904 today.If the expected super earnings on 5/22 materialize and a 1:n split is announced… imagine it!I haven’t sold a share since avg 128.[Happy][Happy][Happy]Stay the course.
      26Comment
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    • skythelimitskythelimit
      ·05-09 16:21

      BE Cautious about NVDA!

      $NVIDIA Corp(NVDA)$ BUFFET WAS RIGHT, AI BETTER FOR SCAMMERS THAN SOCIETY!!UP $150 in days when earnings for entire quarter/90 days $5?????QE rats have pumped Nvidia $150 points/nearly 400 BILLION in days, yet the company has guided last quarter's sales growth less than 10 percent from 22 to 24 BILLON and consensus earnings estimate is only $5.14!!! This is only possible with evil QE fraud!This elite scheme would make Bernie Madoff proud!Stock up $150 in days, last 90 days earnings estimate is $5.14????THAT IS INSANITY QE FRAUD. Evil steal, free unearned QE wealth for the crooked few, rigged interest rates for savers for a decade costing them over 100 percent compound interest and record debt/inflation
      22Comment
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      BE Cautious about NVDA!
    • ShyonShyon
      ·05-11 09:09

      AI and Semiconductor 💻📱☁️ Trend

      AI stock performance varied in Q1 earnings. Several AI-related stocks experienced significant declines in their share prices after releasing earnings reports. Some notable examples include ASML, TSM, and SMCI. Some investors interpret these declines as a potential indication that the AI sector may have reached its peak. However, others maintain a long-term bullish outlook on AI, viewing the recent downturn as a temporary pullback. NVIDIA Nvidia makes graphics-processing units, or GPUs, which play a crucial role in AI. The company's shares have tripled over the past year, giving it a market capitalization of $2.27 trillion. Nvidia shares took a hit earlier this week when the billionaire investor Stanley Druckenmiller said that he'd slashed his big bet in the chipmaker earlier this year. He
      4.73K3
      Report
      AI and Semiconductor 💻📱☁️ Trend
    • AmosBellamyAmosBellamy
      ·05-10 16:59
      $Advanced Micro Devices(AMD)$ the future is what investments are all about, and INTC $Intel(INTC)$ is going to be a poor one. AMD has beaten Intel, the game is over for good, and NVDA $NVIDIA Corp(NVDA)$ is next in line. AMD has a good chance to double or triple from here within a year or two, perhaps in less time. If the SP goes crazy like NVDA did, a double or triple is a conservative estimate.As for INTC, I will not touch it, not until the corporate structure is modified to fix the rot. INTC has to split up into separate manufacturing and design, as two completely independent companies, with no attachment to the other. In addition, the
      3772
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    • longlive100longlive100
      ·05-10 15:49

      INTC: STILL HUGE POTENTIAL TO BUY!

      $Intel(INTC)$ has always had lower power/lower performance products available; they just don't get much press. It is not generally understood, but for a small increment in performance you pay a large increment in power.Intel has held the single thread performance crown for some time now and has achieved that by running product at very high power levels.As Intel's "baseline" performance approaches the competition it is less important for them to operate in the higher power regime in order to get high performance.Another factor is the Intel processes have been architected for higher power and higher performance than TSMC, who optimized their processes for low power cell phones. The TSMC variant used by the INTC PV and AMD
      3541
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      INTC: STILL HUGE POTENTIAL TO BUY!
    • DominicBeckDominicBeck
      ·05-10 17:43
      $ARM Holdings Ltd(ARM)$ I have fully assessed ARM earnings and guidance.ARM , like so many other semis has a great business model and you might even say a moat.highly profitable and solid balance sheet.ARM will earn 1.55 eps next year and the guidance was for essentially slow growth( in fact they lowered growth estimates )Now if ARM was trading at a forward p/e ratio of 30 ( which is arguably very high ) the share price would be around 46.50 a share and its trading for twice that amount.So the story ( as with so many other semis right now ) is that the multiples are insanely rich .i don't own and i do think the company is rock solid ,so far as a business model, but i see no reason to buy at current price.I think we are in
      103Comment
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    • EuniceGroteEuniceGrote
      ·05-10 17:13
      $ARM Holdings Ltd(ARM)$ ARM is a special company with many talented engineers working for them. Since 1990 this company provided huge service to the semiconductor industry, as well as being the Pioneers of semiconductors in UK. They gained huge respect from many high class tech companies and supported them in their journey to become successful with their design. Jensen is a smart cookie, he noticed the value and how special ARM is. I hope the some of our friends across the pond will notice this soon enough this company seriously is special, seriously talented and innovative & professional. They will go on being even better in future years. Hopefully on the way we all will make a-lot of money together.
      0Comment
      Report
    • YNWIMYNWIM
      ·05-10 15:51
      $Intel(INTC)$ Totally "bearish" hahahaha[LOL][LOL][LOL]."...During Red Hat Summit in Denver this week, Red Hat Inc. announced plans to bring Intel Corp.’s most advanced artificial intelligence processors to its customers.By making cloud-hosted versions of Intel’s Gaudi AI accelerators, along with the chipmaker’s Ultra and Core central processing units, Xeon, and the Arc graphics processing unit available, Red Hat is acknowledging the role that major chip suppliers such as Intel are having in the model-driven world of AI...."And now?!!! What is stock price for the future in an AI driven world???[Doubt][Doubt][Doubt]
      99Comment
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    • LucyRosaLucyRosa
      ·05-10 17:09
      $ARM Holdings Ltd(ARM)$ do a search for "ARM Holdings 4th Qtr earnings call". You'll find 4 or 5 videos with Renee Haas, the CEO of ARM telling you everything about the 4rth Qtr ER and beyond and everything you ever wanted to know about ARM. How their licensing and royalty revenues work, how they are growing, the size of their market, where they're positioned in the market, etc etc. The videos are highly informative, highly interesting and highly energizing. I also do like the CEO a lot. He seems honest, sharp a heck and really knows his stuff.
      27Comment
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    • ChloeKeynesChloeKeynes
      ·05-10 17:14
      $ARM Holdings Ltd(ARM)$ I don't know where the malarkey about a "disappointing earnings report" came from when they beat on both the top and the bottom lines. Revenues were projected to come in somewhere between $875M and $925M and they came in at $928M. Earnings were projected to be .30 and they came in at .36. That's a 20% beat for earnings and that's HUGE. Shows you how ridiculous some of these so called "experts" are! Never believe the analysts, believe your own eyes and ears.
      491
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    • predator007predator007
      ·05-10 15:45
      $Intel(INTC)$ Looks like Intel is going a different route with their upcoming chips.They look like they are going after lower power lower heat going forward. Makes sense because 18A is where Intel will really start shining. This will give them a temp dumbing down of the next gen chips though so it will looks a little be underwhelming compared to AMD chips later this year.Looks like its Panther Lake where they will be faster and less power than $Advanced Micro Devices(AMD)$ .[LOL][LOL][LOL]
      4412
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    • MonaCurmeMonaCurme
      ·05-10 17:05
      $Advanced Micro Devices(AMD)$ The AMD chart shows that the price broke out above the 200 moving average, and it's testing the HL level. These breakouts could lead to a more significant downward trend. I expect some bearish action, and the area below the moving average should act as a strong resistance level for the price.
      112Comment
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    • MayGodwinMayGodwin
      ·05-10 17:38
      $ARM Holdings Ltd(ARM)$ not doubt about it, after there conference call this was bound to go back up. I’m just jealous of people who got in around 95/96. The future of this stock is bright there conference call was sooo bullish. People who are bearish on this stock clearly didn’t watch the call
      85Comment
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    • CarolFelixCarolFelix
      ·05-10 16:41
      $Advanced Micro Devices(AMD)$ I think Lisa is telling the truth that Amd 2024 AI revenue will be 4B+.With a total shares of 6.2B, the net EPS can only add 50cents or less, which is insignificant for those (including me) who expected a big jump in EPS this year!Investors should focus on fundamentals. Amd's progress certainly is way slower than market expectations!It could be a long battle for Amd to fight this AI race out!
      37Comment
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    • MignonPitmanMignonPitman
      ·05-10 16:39
      $Advanced Micro Devices(AMD)$ In past 2.5 months, Amd down 28%, Smci down 33%, Nvda down 9%.To me, it's a clear warning sign that hot AI stocks had gone up too much too fast, which needs to consolidate or correct before moving up again!Could Amd hold at 150? May be?If not, 125 could be the next support if AI consolidates further in this round?
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    • TrendSpiderTrendSpider
      ·05-09

      Downward Pressure Persists: AAPL, GME, ARM, SPY& TSLA Face Bearish Trends

      Hello everyone! There are some stocks showing downward momentum.1.All about the 200 day simple moving average. $Apple(AAPL)$ If we lose it, we've got a large volume gap looming below on the YTD profile. 😶Image2.Where did everyone go?! 😴 $SPDR S&P 500 ETF Trust(SPY)$ 20-period RVOL dropped below 0.60 today, the lowest its been since Black Friday. Will the slow grind higher continue?Image3.Tesla Chair Robyn Denholm taking advantage of the $Tesla Motors(TSLA)$ pump to offload $17.3M in shares. This is the largest insider sale since February. 💰Image4. $ARM Holdings Ltd(ARM)$ Nasty reaction in after hours trading... 🩸 Wh
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      Downward Pressure Persists: AAPL, GME, ARM, SPY& TSLA Face Bearish Trends
    • XianLiXianLi
      ·05-10 15:49
      $Intel(INTC)$ Invest for success!!!  Intel possesses both the financial strength and governmental backing necessary to pave the way for the next generation of faster and smarter chips.[Miser][Miser][Miser]The localization of chip production will not only bolster the success and security of AI but also ensure that all electronics are built domestically.[Grin][Grin][Grin]
      72Comment
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    • sadsamsadsam
      ·05-09 16:11

      INTC: Wait for a Moment...

      $Intel(INTC)$ You were snookered huge by these Intel Ceo's [Sweats][Sweats][Sweats]Brian Krzanich (2013-2019)Bob Swan (2019-2021)Pat Gelsinger (2021-present) Intel was once the greatest company in the world many would say but starting in 2013 they got lazy and arrogant with massive hubris and rested on their laurels while competitors like AMD and Taiwan Semi slowly but surely gained new skills and made superior products.The worst part is Intel kept making promises about making new superior products for over a decade and NEVER once delivered them.The xeon was the end of their legacy and even with the stickiness of staying with the same company that Intel had, the competitions products grew SO superior that even t
      12Comment
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      INTC: Wait for a Moment...
    • windy00windy00
      ·05-10 15:50
      $Intel(INTC)$ It’s interesting to know that if Intel in fact does not revisit the $25 area, the stock will quickly see it sentiment turn back to decidedly bullish[Sly], which would put the stock movement back into alignment with a very bullish long-term outlook for this great American company!![Smart]
      58Comment
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    • EdithHardyEdithHardy
      ·05-10 16:49
      $Advanced Micro Devices(AMD)$ when this stock turns it will be unmistakable- Be up $20 for no reason and the shorts will lose all of their gains in a blink of the eye - Scene it for the last 3 years and anyone who thinks it is over is just not very smart on the ways of this stock !
      93Comment
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    • windy00windy00
      ·05-09 16:17

      Technical Analysis for AMD

      $Advanced Micro Devices(AMD)$ Since peaking in March'24 Advanced Micro Devices - AMD has been either in a steep correctio or moreover:It broke its super uptrend and is now in a downtrend.The latter thesis is based on the fact that if it's just an Elliott wave 4 correction - it's way too long: assuming uptrend wave 1 was 80 and wave 3 was 134, it has now retraced to a local low of 141, which is too much, surely more than fibo 0.5 of wave 1, wave 3, hence - downtrend, not just a correctionAnyway, it is trading in a downward regression channel and every time it attempts to rise, it falls notably with an engulfing red candle, or three red candles, or gaps down like on a post Q1 earnings day. I think there is a demand zone
      137Comment
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      Technical Analysis for AMD
    • TrendSpiderTrendSpider
      ·05-08

      Trend Charts: SOFI, PLTR, XOM, SPY, QQQ, RDDT, UPST, GME, CELH& SNAP

      Hello everyone! Today I want to share some techncial analysis with you! Hope it can help y!The stocks are as follow: $Celsius Holdings, Inc.(CELH)$ Celsius bulls were more than happy to buy this morning's dip down to the Y2D ⚓ VWAP. Looking like a picture perfect retest so far. 👀Image $Snap Inc(SNAP)$ Even after a +50% move in the last month, the average Snapchat buyer from IPO in 2017 is STILL underwater. Do we have room to run? 👻Image $GameStop(GME)$ working on back-to-back inside days, finding support off the 200 SMA... Above $17.45 and things can get REALLY fun. Image $Upstart Holdings, Inc.(UPST)$ Halted & down
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      Trend Charts: SOFI, PLTR, XOM, SPY, QQQ, RDDT, UPST, GME, CELH& SNAP