$CRWV $NBIS $IREN all down 4% because of Elon
I personally think $NBIS is perfectly fine since they own 28 billion in assets/cash & investments alone
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Pretty insane the Brazilian Stock Market is down 18% in 1 day
Imagine if $SPY was down 18% in 1 day
$TAN
Forming bullish RSI divergence here
Might pick up some leaps next week on this
Solar stocks are all sitting near 52-week lows BUT here is why I think they could catch a major bid into the end of the year
Democrats currently have a 91% chance at winning the house
Last time this happened was 2019 and $TAN erupted 65% higher in the months higher and ultimately 350% in the year after
Solar stocks are all sitting near 52-week lows BUT here is why I think they could catch a major bid into the end of the year
Democrats currently have a 91% chance at winning the house
Last time this happened was 2019 and $TAN erupted 65% higher in the months higher and ultimately 350% in the year after
SolarEdge Technologies $SEDG
Sitting right above this year-long support level here and now forming a bull-flag here
$FLEX is down more than 50% since joining the S&P 500 just 4 months ago
Credo Technology $CRDO
Sitting right at this support/resistance level here, not a bad spot for anyone that wants to go long on this name
It is still expensive at 17.5 times sales imo however
Don’t we think the bubble has already popped ?
So many names have been down 50%+ in the last 4 months alone
Can’t wait until futures open on Sunday night and Trump goes “we have decided to postpone the attacks” for the 1345th time this year
Shit like this is why the average American doesn’t have $1,000 to their name
Just watch the game at home lol
ChartingTheMarket retweeted
Trump has a chance to short squeeze the entire stock market by ending the war
Short interest on stocks are at multi-year highs























