$TSLA held in well Friday.
Closed on the 8D above all the MA's.
410 on watch if we bounce. Stronger name
$AMZN there was a lot to unpack in this report.
Retail side of the house missed. AWS beat.
Guidance, AWS 2027 40% and again in 2028 huge.
Capex "we wish we could spread this over 25 years, but this is a once in a lifetime opportunity"
Big bounce back. Watch 225 area
$GOOGL FUGLY report.
Their "moat" is eroding.. missed on Advertising/Search/Youtube.
Said capex would be much higher next year and negative free cash flow
Maybe 273 holds, I'd watch for a Dead cat bounce regardless.
$SNDK Good report 8-1 Split and SPLAT!!!
Under the 200D now
1000 in play and some support
$MU has one of the lowest forward p/e of the semis and getting beaten up.
850 big spot.
$NVDA Poster child for AI trade.
If you believe this is a massive bubble, then get out or short.
Me Id be interested around 190
200D held Friday.. barley
$INTC ... SHITEL... what a mess.
You want to be a AI company then blame PC sales for your horrific guidance... So your not a AI company.
Regardless, you have a massive Island top
52 Area feels in play unless some big chip maker decides to bail out their miserable Foundry
$DELL Chart says it all.
Some support here then 380 Fears of AI trade busting is going to hit them all.
$CRWV Will trade it wont own it.
15% borrowing rate is just not viable.
I wonder if the ATL is now in play










