SPY teasing us by nearly getting back to zero (I'm still down like 40% in a week RIP). MSFT still dying tho, nothing new there

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So far: MSFT is down 13% from ATH META 19% Nvidia 12,5% Amazon 19% AAPL 4% Google 4% AVGO 21% ORA 40% PLNTR 13% Netflix 30% NBIS 42% ASML 4% TSLA is X with ATH. If someone has more big stocks to share, please. I just want to point out something.

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I'm not in APLD so I don't know much about the company to have an opinion. I'm only in IREN and NBIS from this space. I do believe IREN has huge potential moving forward. They own everything from land to infustracture. They have a huge deal with MSFT and they scale very fast. I'm in for the long term.

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I’m not the guy you should take tips from as I trusted Tom Lee more than my wife this summer. All I can say is Iren is at 10b market cap with 9,6b MSFT deal that only uses 10% capacity. If you think it’s normal stay away. I like the company and their execution. They scale like crazy and for me they have huge potential. As of BMNR, I still believe in ETH and I will hold on my stock. Ps I don’t trade because I’m trash at it. I only buy stock and have long term mindset

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What are you buying now? already have plenty of GOOG, MSFT, and NVDA. Not interested in other FAANG or Mag 7

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30% down. Made an AVGO earnings play by buying 200 shares at 414 thinking I will hold even if it went down after earnings cuz the financials looked solid and analyst sentiment was high. Ended up unloading today at 350 to stop the bleeding cuz I didn’t expect it to just crash like this. Glad I did cuz that piece of shit drilled even more to close at 337. With all the negativity around it and AI in general, who knows how much more it will drill. Other losers are GOOG, ASTS, MSFT, IREN, CRWV, FIGMA, PATH, POET, NEXT, UNH. Basically a bloodbath.

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Relax - just buy more msft and nvda

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wait until Google TPU turned those 100s of 1000s Blackwells MSFT held in the warehouse worthless

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Meta is burning through its FCF faster than any hyperscaler and MSFT tied itself to ScamAI which it will need to bail out, so yea they don’t have any money for 3 year old neocloud gpu’s.

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Msft and meta don't have money?

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