🚨 AI STOCKS ARE NOT DONE YET — THE BIGGER WAVE MAY BE STARTING.
Everyone is asking: “Has AI already gone too far?”
I think the better question is: “What happens when AI spending goes even bigger?”
Gartner expects global AI spending to reach roughly $2.7 TRILLION in 2026, up 49.5% YoY. That is not just retail hype — it represents massive spending on AI infrastructure, chips, data centers, software and services.
NVIDIA is still forecasting powerful growth, while AMD recently crossed the $1 trillion market-cap mark as AI demand continues driving semiconductor stocks higher.
Yes, valuations are expensive. Yes, a sharp correction can happen.
But I’m BULLISH.
The AI trade is evolving from a hype story into an infrastructure race.
The next winners may not simply be the companies building AI models — they could be the companies supplying the chips, power, networking, data centers and infrastructure behind the entire AI economy.
SEI is sitting in a key $0.0610–$0.0630 entry zone. If buyers defend it, I’m watching the next push higher: 🎯 TP1: $0.0660 🎯 TP2: $0.0690 🎯 TP3: $0.0730 🛑 SL: $0.0580
Above $0.0630 = momentum can accelerate.
Below $0.0580 = setup invalid. No FOMO — let the zone confirm. 📈
📈 WHY LONG? · Strong 1H uptrend with clear higher highs · AR exploded from ~$2.60 to $4.68 · Current pullback is still holding above the $3.87 breakout area · $4.68 is the key resistance — reclaiming it can trigger another expansion · Momentum remains strong; current data also shows AR up sharply over the last 24h.
⚡ TRADE PLAN: Don’t chase $4.37. Wait for the $4.20–$4.32 retest and bullish reaction.
🚨 EVERYONE EXPECTED BTC TO CRASH — BUT BTC DID THE OPPOSITE. 🚨
After a Fed rate hike and the CLARITY Act setback, the obvious trade was:
❌ BTC crash ❌ Crypto is dead ❌ Risk assets are finished
But $BTC refused to follow that script.
🔥 BTC pushed back above $80K despite the negative catalysts.
That tells me something important:
📌 Bad news is no longer automatically creating sustained selling.
The market absorbed: → Higher-rate pressure → Regulatory disappointment → Heavy fear
…and buyers still stepped in.
🧠 The real signal isn't “BTC can only go up.”
The real signal is market resilience.
If BTC continues holding higher levels while negative news gets absorbed, the next major move could surprise the traders who are still positioned for an inevitable crash.
🔥 Don’t trade the headline. Trade the reaction.
BTC holding strong after bad news = something worth watching.
Are you still bearish on BTC, or is the market showing you something different?