📊 Data shows: This week, U.S. tech stocks wiped out as much as $1.9 trillion in market value. The Nasdaq 100 plunged 5.5% in a single week its biggest weekly drop in nearly 18 months. 📉 The contrast is stark: just the week before, retail investors went on a buying spree of AI and chip stocks, pouring in $9.1 billion in one week their largest weekly purchase in nearly four months. 🔥 #TechStocks# #Nasdaq100# #AIBubble# #RetailInvestors# #oncoin#

The latest market moves show that AI does not trade as a single theme. Weekend slowdown and safety headlines pressured capex-sensitive chips, data centers and optical names. Cybersecurity and software rallied, while cloud platforms held up. Different exposures, different reactions. The same headline can support several distinct positions across the AI stack. #USStocks# #ArtificialIntelligence# #TechStocks# #MarketAnalysis#

We are about to witness a massive capital roatation. And you don't want to be positioned in the wrong way. Energy stocks are setting up to pump. $NVDA CEO Jensen Huang just confirmed that it's the biggest bottleneck in the AI Buildout. $PLTR founder Peter Thiel has 75% of his portfolio in energy. Stocks like $VIST, $VST or $EOSE will heavily profit now. Meanwhile overvalued techstocks like $PANW, $CRWD or $NET will be rocked, as the market rerates them. Positioning for this move early will safe you a lot of money. Mark my words.

📊 #BITDailyChart# | Nasdaq at a Crossroads Momentum has turned negative for the Nasdaq following the postponement of OpenAI’s IPO, the end of “tokenmaxing,” and growing pressure from lower-cost Chinese open-source LLM alternatives. Yet from a technical perspective, the index has reached oversold levels that have historically preceded a rebound or renewed uptrend. While we continue to lean toward an ongoing correction, technical reversal indicators suggest that a potential turning point may be near. Disclaimer: This content is provided by a contracted analyst for informational purposes only and does not constitute investment advice. Investing involves risk. #BIT# #Nasdaq# #OpenAI# #ArtificialIntelligence# #TechStocks# #TechnicalAnalysis#

🚀 $SPCX Street Takeaways - SpaceX Q3 Earnings ($158.22 +$10.43) Overview: • Shares +7.1%. Revenue +161% y/y beat by 13.3%. All three segments ahead on the top line and adj. EBITDA. Adj. EBITDA EPS also ahead by $0.22/169%. GM 520bps above consensus. Adj. EBITDA margin 890bps above. CapEx +185% y/y to $19.59B vs SA $18.06B. • Q4 CapEx guided $35-40B vs FactSet $19.76B. Q1 2027 revenue guided $33-37B vs FactSet $22.23B. • On the call Elon Musk says Tesla and SpaceX have formed special committees to explore potential merger at the request of shareholders. • Analysts notably positive on the results and outlook. While all segments were ahead of expectations the primary focus was on AI, or the newly renamed segment Superintelligence SI. Increasing GPU spot rates highlighted with new deals at >$50/watt indicate a payback period below one year as management thinks below six months is plausible by next year. Total compute 2026 target lifted to 2.5GW from 2.0GW at year end with an incremental 10GW in 2027 and an internal goal of 20GW. Capacity adds in 2027 likely skew toward H2 on timing of Vera Rubin deliveries. $SPXC $TSLA #SpaceX# #Earnings# #Tech# #TechStocks# #AIEarnings# #AI# #SpaceTech# #ElonMusk# #Tesla# #Capex# #DataCenter# #SuperIntelligence# #GPU# Gain immediate access to earnings insights with #StreetAccount#: