The next leg of the AI trade may not be just about chips and infrastructure.
Companies like $NVDA, $AMD, $AVGO, and $MU are supplying the hardware powering the AI boom. Data center players like $IREN, $NBIS, and $CRWV are building the compute capacity needed to run these models.
But the other side of the trade is getting just as interesting: the companies actually using AI to grow their businesses.
Think $MSFT, $GOOGL, $AMZN, and $META. They’re weaving AI into software, cloud services, advert...
#EarningsSeason
🔥🔥 Will Google & Microsoft Beat Expectations? 🚀
Tech giants are in the spotlight!
This week, all eyes are on $GOOGL and $MSFTB - Two of the biggest drivers of AI, Cloud, and the entire market.
My Take:
Google (Alphabet) - With YouTube, Cloud growth, and Gemini AI monetization kicking in, I'm expecting a beat on revenue. Ad recovery looks strong.
Microsoft - Azure + OpenAI + Copilot is a monster combo. If Azure growth stays above 30%, Microsoft will absolutely beat.
...
Google just reaffirmed $205B capex for 2026 and signaled a major step-up in 2027 — the AI buildout isn't slowing, it's accelerating. But the stock's down 10%, the worst single-day drop since March, after missing on both EPS and revenue.
This is the classic disconnect: the Street wanted proof that all this infrastructure spending is translating into revenue now, and Google didn't deliver. Meanwhile, management is doubling down on the long game — more chips, more data centers, more upstream capac...
Range-bound SOL often gets called a trap before it moves.
🟢 LONG $SOL /USDT: expecting price to go UP
Bias: LONG · Leaning
Entry: 102.4213 – 102.6987
TP1: 104.9136 (+2.3%)
TP2: 106.4827 (+3.8%)
TP3: 108.8363 (+6.1%)
SL: 99.4219 (-3.1%)
Plan: enter only inside the zone, close 50% at TP1, 25% at TP2, 25% at TP3, and move the stop to entry after TP1.
Note: moderate conviction only, keep size light.
Why LONG? 4/12 signals agree, 1 against.
• Buyers are driving the move (15m ADX 38.8)
• BTC is ri...
ONDO is not a bearish coin yet.
🟢 LONG $ONDO /USDT: expecting price to go UP
Bias: LONG · Leaning
Entry: 0.4221282 – 0.4238718
TP1: 0.4376767 (+3.5%)
TP2: 0.4474612 (+5.8%)
TP3: 0.4621380 (+9.3%)
SL: 0.4034310 (-4.6%)
Plan: enter only inside the zone, close 50% at TP1, 25% at TP2, 25% at TP3, and move the stop to entry after TP1.
Note: moderate conviction only, keep size light.
Why LONG? 4/12 signals agree, 1 against.
• Buyers are driving the move (15m ADX 34.0)
• BTC is rising, this coin fo...
VELVET is counter-trending below its long daily EMAs.
🟢 LONG $VELVET /USDT: expecting price to go UP
Bias: LONG · Leaning
Entry: 0.0615623 – 0.0618177
TP1: 0.0636421 (+3.2%)
TP2: 0.0649434 (+5.3%)
TP3: 0.0668955 (+8.4%)
SL: 0.0590873 (-4.2%)
Plan: enter only inside the zone, close 50% at TP1, 25% at TP2, 25% at TP3, and move the stop to entry after TP1.
Caution: counter-trend idea backed by 5 signals only. Smaller size, hard stop.
Why LONG? 5/12 signals agree, 1 against.
• Buyers are driving...