To The Moon

Ya

If China can’t buy, and European companies move away from it, will US alone able to sustain its run? Bubble it will be if the demand dries up… pop it will have no choice. Not by design, but by nature. Nothing can escape the force of nature, definitely not the Americans if they choose to isolate themselves from the whole. It’s like China when they were in cultural revolution and their economy was closed to the world 🌎. Or like Japan in the pre-Shogun era when the country is closed to the 🌍. Or even worst, like the North Korea 🇰🇵 now. I think you get the point. AI might be coming, but AI themed stocks have run too far ahead and apparently run themselves to the ground. Be careful. Quick question 🙋 though, if this ever comes back, will you sell? Or will you be greedy and push for winning? Thin

Really losing a lot of money! All stocks in red

down trend, but keep buying until it can't go lower. no sell , no loss. that's my logic.

now I'm very doubtful about this company. do u feel after April 2nd , tech stocks will finally not be so affected by all the tariffs and trump madness?

they need to pray harder

$NVIDIA(NVDA)$  wait for 105 or even 99 to buy again. Now headwins and don't even have  clear message whether that kind of AI is spooked by Huang. Customer can buy from AMD or Broadcom too why buy such an expensive 

$NVIDIA(NVDA)$   Short term bearish till both technical chart And fundamental changes. NVDA does looks a bit bearish. I bought $109 and sold $116 for a quick profit. Seems like the market is not sensing big things from them since the big leap in demand and tech. As competition comes in all angles… 1) China Chips 2) More GPU efficient Ai models 3) And possible market challenges such as High taxation and also regulatory restriction in selling. I am for now a bit bearish of it For now. In the realms of Ai, the whole ai thing. Everyone wants to profit from it. Either in credit as in the first mover Or invest in it. But I think the invest part in core infrastructure has passed for 2nd phase. Now comes how cheap it ca

Big-Tech’s PerformanceWeekly macro storyline: Divergence on US stock marketQ1 of the US stock market experienced rain, so "whether it is a medium-term intervention point" has become a hot topic of discussion.Policies favor the real economy over capital markets, while "soft data" continues to weaken.The core differences and market focus on the direction of the market are: foreign capital flows (Goldman Sachs believes that foreign capital, especially European funds, will continue to inflow, UBS warned that the funds may return to the local market), sustainability of the rebound (Morgan based on the technical aspects of the short-term bullish, but medium-term by the impact of the policy, the Mo emphasized that the fundamentals of the rebound of the limitation of the space of the weak), positi

$NVIDIA(NVDA)$ All $NVDA and $TSLA stock owners now

$NVIDIA(NVDA)$ $NVDA Ok let's be honest....this does not look great. We like $NVDA, they are ground breaking and the market leader for a reason But the chart is a concern Bulls needs to get this back above $121 quickly or there is substantial downside. THAT BEING SAID LORD JESUS CHRIST PLEASE LET ME BUY $NVDA AT $55 at the 200 WMA.

$NVIDIA(NVDA)$   By May 15, investors will know whether Trump intends to loosen those rules. "Once the geopolitical concerns are sized and priced, we expect Nvidia to recover," Arya wrote. He likened the situation to what's been seen with chip-equipment stocks, which were weighed down by concerns about exposure to China but saw a "relative recovery" once investors got more information about equipment spending. Even so, investors seem downright bearish on AI right now, according to Jordan Klein, a tech- and media-sector sales specialist at Mizuho Securities. He wrote that the sentiment around AI semiconductor and hardware stocks was as bad as he could remember over the last year. "Maybe that is not saying much a

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$NVIDIA(NVDA)$ Nvidia (NVDA) has been one of the biggest winners of the AI boom, but recent demand concerns have put pressure on the stock. With prices pulling back from their highs, is this a golden opportunity to buy at $110, or is more downside ahead? AI Boom Slowing? Nvidia’s explosive growth has been fueled by AI-related demand, particularly for its high-end GPUs. However, with cloud providers slowing their spending and competitors ramping up their own AI chip development, questions are emerging about whether Nvidia can sustain its growth trajectory. If hyperscalers start optimizing existing infrastructure instead of constantly upgrading to Nvidia’s latest chips, sales momentum could slow. China Restrictions Weighing on Growth The U.S. g

$NVIDIA(NVDA)$   Should buy in batches and keep some dry powder to avoid further dip 😉.

$NVIDIA(NVDA)$  Enough of these AI Bubble fake news Quick facts check: Is Alibaba Chairman in an executive position? No, Eddie Wu Is the CEO. Is Alibaba Chairman from a technical or AI background to know better? No, he used to handle Alibaba’s financial and law structure, and doesn’t have experience in technology. Did Alibaba increase AI spending in 2025? Yes And did Alibaba buy Nvidia chips, or make their own chips? They make their own chips so obviously they want to claim US is in a bubble. - Chinese firms are also increasing their AI spending, then are they also in bubble too? Yes if we apply’s Joe Tsai’s warning then China is also in a bubble. Better to sell Alibaba stocks. - Is Alibaba Chairman a credible source

Friday's upcoming IPO of $CoreWeave, Inc.(CRWV)$ may be the biggest victim of Microsoft's order withdrawal:Microsoft accounts for 62% of CoreWeave's revenue, and its shrinking order book is a direct hit to the company's revenue base.The company's debt burden is currently as high as $8 billion (equivalent to 30% of the IPO valuation), and the pressure on debt servicing will further exacerbate cash flow constraintsThe aggressive expansion model, which has consumed $7.1 billion in cash over the past two years, is unsustainable in the wake of divestment by large customers, and limited capex capacity could lead to stalled arithmetic infrastructure upgradesAccording to Faber, what's the point of Coreweave's business model?Their capex and associated depr

Overnight, a report revealing dramatic changes in the computing power market triggered a plunge in U.S. AI concept stocks. On March 26, TD Cowen, a subsidiary of TD Securities, released a report stating that Microsoft has recently canceled and postponed data center leases on a large scale in the United States and Europe, giving up more than 2GW of capacity due to the oversupply of computer clusters. Affected by this, U.S. chip stocks have fallen one after another-the Philadelphia Semiconductor Index fell about 3.3%, Nvidia closed down more than 5.7%, and even ultramicro computers fell nearly 8.9% overnight. While market sentiment was sluggish, Google and Meta quickly filled the vacancy left by Microsoft's lease withdrawal, showing that the total demand for data centers is still growing. Ho

Core divergencesForeign Capital Flows: Goldman Sachs believes foreign capital (especially from Europe) will continue to flow; UBS warns of a possible return of capital to local markets.Rally Sustainability: Morgan Stanley is short-term bullish based on technicals; JPM emphasizes that weak fundamentals will limit the room for a rally.Economic cycle positioning: Deutsche Bank historical data suggests that the current pullback or non-bear market precursor; JPM believes that the risk of stagflation is more similar to a structural crisis.Goldman Sachs: Foreign Capital Supports U.S. Stocks, Long-Term Growth Logic Unchanged $Goldman Sachs(GS)$ Core view: foreign capital (especially European investors) will continue to add to U.S. stocks and drive the marke

Big-Tech’s PerformanceWeekly macro storyline: Divergence on US stock marketQ1 of the US stock market experienced rain, so "whether it is a medium-term intervention point" has become a hot topic of discussion.Policies favor the real economy over capital markets, while "soft data" continues to weaken.The core differences and market focus on the direction of the market are: foreign capital flows (Goldman Sachs believes that foreign capital, especially European funds, will continue to inflow, UBS warned that the funds may return to the local market), sustainability of the rebound (Morgan based on the technical aspects of the short-term bullish, but medium-term by the impact of the policy, the Mo emphasized that the fundamentals of the rebound of the limitation of the space of the weak), positi

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$NVIDIA(NVDA)$  Enough of these AI Bubble fake news Quick facts check: Is Alibaba Chairman in an executive position? No, Eddie Wu Is the CEO. Is Alibaba Chairman from a technical or AI background to know better? No, he used to handle Alibaba’s financial and law structure, and doesn’t have experience in technology. Did Alibaba increase AI spending in 2025? Yes And did Alibaba buy Nvidia chips, or make their own chips? They make their own chips so obviously they want to claim US is in a bubble. - Chinese firms are also increasing their AI spending, then are they also in bubble too? Yes if we apply’s Joe Tsai’s warning then China is also in a bubble. Better to sell Alibaba stocks. - Is Alibaba Chairman a credible source

Core divergencesForeign Capital Flows: Goldman Sachs believes foreign capital (especially from Europe) will continue to flow; UBS warns of a possible return of capital to local markets.Rally Sustainability: Morgan Stanley is short-term bullish based on technicals; JPM emphasizes that weak fundamentals will limit the room for a rally.Economic cycle positioning: Deutsche Bank historical data suggests that the current pullback or non-bear market precursor; JPM believes that the risk of stagflation is more similar to a structural crisis.Goldman Sachs: Foreign Capital Supports U.S. Stocks, Long-Term Growth Logic Unchanged $Goldman Sachs(GS)$ Core view: foreign capital (especially European investors) will continue to add to U.S. stocks and drive the marke

Overnight, a report revealing dramatic changes in the computing power market triggered a plunge in U.S. AI concept stocks. On March 26, TD Cowen, a subsidiary of TD Securities, released a report stating that Microsoft has recently canceled and postponed data center leases on a large scale in the United States and Europe, giving up more than 2GW of capacity due to the oversupply of computer clusters. Affected by this, U.S. chip stocks have fallen one after another-the Philadelphia Semiconductor Index fell about 3.3%, Nvidia closed down more than 5.7%, and even ultramicro computers fell nearly 8.9% overnight. While market sentiment was sluggish, Google and Meta quickly filled the vacancy left by Microsoft's lease withdrawal, showing that the total demand for data centers is still growing. Ho

Is AI in a Bubble, or Are Concerns Overblown? In recent years, artificial intelligence (AI) has transitioned from a niche technological curiosity to one of the most talked-about, hyped, and heavily invested-in sectors globally. The rapid advancements, coupled with staggering valuations and investor enthusiasm, have prompted discussions about whether we are witnessing an AI bubble. Yet, others contend these fears are exaggerated, and that AI’s growth trajectory reflects a fundamentally transformative technology. So, is AI truly experiencing a speculative bubble, or are concerns merely alarmist? The Case for an AI Bubble 1. Inflated Valuations One primary indicator that supports the bubble theory is the extreme valuations of AI-centric companies, especially startups. Driven by a surge in ve

$NVIDIA(NVDA)$   By May 15, investors will know whether Trump intends to loosen those rules. "Once the geopolitical concerns are sized and priced, we expect Nvidia to recover," Arya wrote. He likened the situation to what's been seen with chip-equipment stocks, which were weighed down by concerns about exposure to China but saw a "relative recovery" once investors got more information about equipment spending. Even so, investors seem downright bearish on AI right now, according to Jordan Klein, a tech- and media-sector sales specialist at Mizuho Securities. He wrote that the sentiment around AI semiconductor and hardware stocks was as bad as he could remember over the last year. "Maybe that is not saying much a

If China can’t buy, and European companies move away from it, will US alone able to sustain its run? Bubble it will be if the demand dries up… pop it will have no choice. Not by design, but by nature. Nothing can escape the force of nature, definitely not the Americans if they choose to isolate themselves from the whole. It’s like China when they were in cultural revolution and their economy was closed to the world 🌎. Or like Japan in the pre-Shogun era when the country is closed to the 🌍. Or even worst, like the North Korea 🇰🇵 now. I think you get the point. AI might be coming, but AI themed stocks have run too far ahead and apparently run themselves to the ground. Be careful. Quick question 🙋 though, if this ever comes back, will you sell? Or will you be greedy and push for winning? Thin

Technical Analysis of NVIDIA Corporation (NVDA) In my article earlier on $nvda, I mentioned that the price is at a support around 105. Indeed, price rebounded and head up towards $120. Read my article here: https://ttm.financial/post/412859811901736 Price has recently declined to the lower boundary of the channel, suggesting potential support. Low of the channel is around $105 which I had mentioned earlier in this article on 5 March 2025. Current Price Action: The price of NVDA is currently facing resistance at the upsloping trendline, which has historically acted as a dynamic barrier. Despite the upward slope, the trendline is now rejecting price advances, reinforcing its role as resistance. Near to this upsloping

$NVIDIA(NVDA)$ Nvidia (NVDA) has been one of the biggest winners of the AI boom, but recent demand concerns have put pressure on the stock. With prices pulling back from their highs, is this a golden opportunity to buy at $110, or is more downside ahead? AI Boom Slowing? Nvidia’s explosive growth has been fueled by AI-related demand, particularly for its high-end GPUs. However, with cloud providers slowing their spending and competitors ramping up their own AI chip development, questions are emerging about whether Nvidia can sustain its growth trajectory. If hyperscalers start optimizing existing infrastructure instead of constantly upgrading to Nvidia’s latest chips, sales momentum could slow. China Restrictions Weighing on Growth The U.S. g

$NVIDIA(NVDA)$   Short term bearish till both technical chart And fundamental changes. NVDA does looks a bit bearish. I bought $109 and sold $116 for a quick profit. Seems like the market is not sensing big things from them since the big leap in demand and tech. As competition comes in all angles… 1) China Chips 2) More GPU efficient Ai models 3) And possible market challenges such as High taxation and also regulatory restriction in selling. I am for now a bit bearish of it For now. In the realms of Ai, the whole ai thing. Everyone wants to profit from it. Either in credit as in the first mover Or invest in it. But I think the invest part in core infrastructure has passed for 2nd phase. Now comes how cheap it ca

Yesterday the arithmetic chain plunged because of reports of $Microsoft(MSFT)$ data center lease cancellations and extensions, but instead $NVIDIA(NVDA)$ was down more (-5.74%).NVDA's current but a bit may not be the same, because the arithmetic efficiency improvement and the concern of lower demand for GPUs, in fact, in January DeepSeek wave has been embodied, it makes no sense that the same subject matter once again hype wave.But NVDA's own Blackwell series may become a more worrying point for the market:GB200 supply chain challenges, which have been reported on quite a bit before.Included:Deployment complexity: the deployment of GB200 required 5-7 days of installation time, with frequent instability an

Friday's upcoming IPO of $CoreWeave, Inc.(CRWV)$ may be the biggest victim of Microsoft's order withdrawal:Microsoft accounts for 62% of CoreWeave's revenue, and its shrinking order book is a direct hit to the company's revenue base.The company's debt burden is currently as high as $8 billion (equivalent to 30% of the IPO valuation), and the pressure on debt servicing will further exacerbate cash flow constraintsThe aggressive expansion model, which has consumed $7.1 billion in cash over the past two years, is unsustainable in the wake of divestment by large customers, and limited capex capacity could lead to stalled arithmetic infrastructure upgradesAccording to Faber, what's the point of Coreweave's business model?Their capex and associated depr

Really losing a lot of money! All stocks in red

down trend, but keep buying until it can't go lower. no sell , no loss. that's my logic.

$NVIDIA(NVDA)$ $NVDA Ok let's be honest....this does not look great. We like $NVDA, they are ground breaking and the market leader for a reason But the chart is a concern Bulls needs to get this back above $121 quickly or there is substantial downside. THAT BEING SAID LORD JESUS CHRIST PLEASE LET ME BUY $NVDA AT $55 at the 200 WMA.

now I'm very doubtful about this company. do u feel after April 2nd , tech stocks will finally not be so affected by all the tariffs and trump madness?

$NVIDIA(NVDA)$  wait for 105 or even 99 to buy again. Now headwins and don't even have  clear message whether that kind of AI is spooked by Huang. Customer can buy from AMD or Broadcom too why buy such an expensive 

$NVIDIA(NVDA)$ All $NVDA and $TSLA stock owners now

they need to pray harder