And AI held up. Nasdaq pushed to a new intraday high while the S&P finished roughly flat and the Dow slipped. Oil fell back below $100. The 10Y stayed just under 5%. But the most important part of today wasn’t the index. It was where capital stayed. AI leadership is starting to broaden: $NVDA → Compute $AMD → Accelerators $AVGO → Networking + custom silicon $NBIS → AI cloud infrastructure $SUPX → Servers, still a prove-it execution story And now we’re seeing money move further down the stack: Memory. Optical networking. Storage. Data centers. That matters. The next phase of the AI trade probably won’t be one stock carrying everything. It’ll be the entire infrastructure chain competing for the next dollar of AI spending. I’m not worried that $AMD cooled after yesterday’s massive move. What I care about is whether semiconductor and infrastructure strength survives the next bounce in yields or oil. If it does, that’s confirmation. So here’s the question: Where does the next big AI dollar go? Compute, networking, memory/optics, or data centers? $NVDA $AMD $AVGO $NBIS $SUPX #AI #Stocks

Today answered one question for me: AI demand never really disappeared. The macro pressure did. S&P 500 +1.49% Nasdaq +2.26% Dow +0.72% Oil pulled back. The 10Y slipped back below 5%. And the moment those two headwinds eased, money rushed straight back into semiconductors. $AMD was the standout, briefly crossing a $1T valuation for the first time. But the bigger signal wasn’t one stock. It was the breadth. AI capital is expanding beyond just $NVDA. $NVDA → the benchmark $AMD → compute gaining momentum $AVGO → networking + custom silicon $NBIS → AI cloud infrastructure $SUPX → servers, still needing execution This is exactly why I’ve been saying the next phase of AI won’t be about the loudest story. It will be about where the spending actually goes. Chips. Networking. Servers. Data centers. Power. Today was a strong risk-on session, but I’m not treating one green day as confirmation. I want to see whether this strength holds when yields and oil push back again. If it does, that tells us a lot. My question: After today, is $AMD becoming the real #2 AI trade behind $NVDA? $NVDA $AMD $AVGO $NBIS $SUPX #AI #Stocks

The economy is sending two very different signals. On paper, 2025 looks stronger than many expected. 📉 U.S. poverty rate fell to a record low of 10.2%. 📈 Inflation-adjusted median household income reached a new all-time high. But consumer sentiment is telling a different story. Around 85% of Americans say their personal financial situation is either getting worse or staying the same. Why the disconnect? Because markets don’t move on headline numbers alone. Consumers don’t feel “average income.” They feel rent, groceries, energy costs, borrowing rates, and everyday expenses. The bigger question for investors: Can stronger income data finally translate into stronger consumer spending? Or will elevated costs continue to pressure households? For the market, this matters because consumer strength remains one of the biggest pieces of the economic puzzle. Watching: • Consumer spending trends • Inflation trajectory • Fed policy path • Corporate earnings resilience The economy may look healthier on paper. But the real test is whether people actually feel it.

The AI trade is being tested. Good. Because this is where the real separation happens. Yesterday, investors sold the AI story. But they didn’t sell the demand behind it. The market is asking a different question now: Who is actually building the future? Not every AI company will win. The winners will be the companies with: → Real customers → Real infrastructure → Real revenue growth → The ability to execute My watchlist this week: $NVDA The AI leader. The question is not demand — it’s whether expectations are already priced in. $AVGO Custom AI chips and networking remain a key part of the infrastructure buildout. $AMD Still fighting for share in the accelerated computing market. $NBIS Watching AI cloud infrastructure expansion and enterprise demand. $SUPX The $38.8M NVIDIA B300 server order started the conversation. Now the market wants to see repeatable execution. The easy AI trade is gone. The next phase is about picking the companies that can turn AI demand into long-term value. I’m watching capital rotation, not headlines. What matters more from here? AI spending slowing down… or investors becoming more selective? Follow the money. Follow the execution. $AI $NVDA $AVGO $AMD $NBIS $SUPX

THE AI TRADE IS BEING TESTED. The market is sending a clear message: AI is still alive. But the easy money is gone. A few months ago, adding “AI” to a company name was enough to attract buyers. Not anymore. Investors are asking harder questions: Where is the revenue? Where is the demand? Where is the execution? That’s why I’m watching the infrastructure side of AI. $NVDA Still the foundation of AI compute. $AVGO Networking and custom silicon are becoming more important as AI data centers scale. $AMD The next battle for compute share is just beginning. $NBIS AI cloud capacity remains a major theme. $SUPX The story moved from a headline to a test: Can the company turn AI demand into repeatable business? That’s the difference between hype and a real company. My focus today: → Which AI names hold up during market weakness → Where institutions continue putting capital → Which companies are building the infrastructure behind the next cycle The next winners won’t just talk about AI. They will build it. Follow the money. Follow the execution. What’s the one AI stock you think the market is underestimating right now? $NVDA $AVGO $AMD $NBIS $SUPX #AI #Stocks #Investing

THE AI TRADE IS BEING TESTED. Red market. Higher yields. Macro uncertainty. But here’s what I’m watching: AI is not leaving. It’s rotating. The market is becoming more selective. Yesterday was about the AI story. Today is about the companies that can execute. $NVDA remains the foundation. $AVGO continues to show why networking and custom silicon matter. $AMD is fighting for the next wave of compute demand. $NBIS is building the AI cloud layer. And $SUPX? The market already saw the headline. Now it wants confirmation. The $38.8M NVIDIA B300 order created attention. The next question is simple: Can execution create a bigger story? That’s the difference between a temporary move and a long-term winner. I’m not chasing green candles. I’m watching: → Who holds strength when the market gets weak → Where volume is increasing → Which AI names attract capital The next phase of AI won’t be won by the loudest companies. It will be won by the companies building the infrastructure. Follow the money. Follow the execution. What AI name are you watching today? $NVDA $AVGO $AMD $NBIS $SUPX #AI #Stocks #Investing

AI IS GETTING MORE SELECTIVE. Yesterday’s market gave us an important signal: AI didn’t lose momentum. It changed leadership. The easy AI trade is over. Investors are no longer rewarding every company with an “AI” story. They want proof. Real customers. Real contracts. Real execution. That’s why I’m watching the next layer of the AI ecosystem: $NVDA — still the foundation of AI compute. $AVGO — networking and custom silicon remain critical as AI infrastructure expands. $AMD — competing for the next wave of compute demand. $NBIS — AI cloud infrastructure and capacity growth. $SUPX — the market is watching whether AI server demand can turn into repeatable execution. The $38.8M NVIDIA B300 server order started the conversation. Now comes the harder part: Can the company keep building? Because the next winners of AI won’t just sell the dream. They will build the infrastructure behind it. My focus today: → Follow capital rotation → Watch volume confirmation → Watch which names hold strength when the market gets volatile Don’t chase the loudest AI headline. Follow the companies turning demand into results. The next phase of AI belongs to the builders. $NVDA $AVGO $AMD $NBIS $SUPX #AI #Stocks #Investing

Today’s market told us more than the indexes did. Dow: -1.18% S&P 500: -0.58% Nasdaq: -0.32% Oil pushed toward $100. Yields stayed near 4.8%. And Wall Street got nervous. But here’s what caught my attention: AI didn’t collapse. It ROTATED. $AMD showed strength. $AVGO held up. $INTC ripped. $NBIS caught serious attention. While $NVDA actually struggled. That’s important. For a long time, the AI trade was basically: “Is Nvidia going higher?” I think that question is becoming outdated. The better question now is: Where is the next dollar of AI spending going? Compute → $AMD Networking → $AVGO AI Cloud → $NBIS Servers → $SUPX GPUs → $NVDA $SUPX remains a watch for me — not because of today’s price action, but because now it has something to prove. Orders got attention. Execution has to earn the next move. And with oil near $100, yields elevated and inflation data ahead, I’m not interested in chasing anything tomorrow. I want to see what holds up when the market gets uncomfortable. That’s where leadership usually reveals itself. One question for FinTwit: If $NVDA is no longer the ONLY way to play AI… What’s your #2 AI stock right now? $NVDA $AMD $AVGO $NBIS $SUPX #AI #Stocks

Something interesting is happening under the surface today. The Dow is getting hit. Oil is near $100. Yields are still elevated. And yet some of the strongest stocks on my screen are still tied to AI. That’s the signal I care about. $AMD is ripping. $AVGO is strong. $NBIS is outperforming. $CRWV is moving. Meanwhile, $NVDA is actually lagging today. That tells me this isn’t just another “Nvidia carries the market” session. Capital is ROTATING inside the AI trade. GPUs → Compute Compute → Networking Networking → Data Centers Data Centers → Power This is exactly why I’ve been watching the infrastructure side of AI instead of chasing one ticker. And $SUPX stays on my watchlist for the same reason: The B300 order got my attention. Execution is what will keep it there. My biggest takeaway from today: When the indexes are red, pay attention to what refuses to break. That’s often where the next leadership starts showing up. So I’ll ask again — but now we have actual price action: $AMD, $AVGO, $NBIS, $NVDA or $SUPX… Which one are you buying on the next pullback? #AI #Stocks

Wall Street is worried about oil. I’m watching where the money REFUSES to leave. Oil is pushing back toward $100. Rate fears are back. Futures are under pressure. And yet AI is still showing relative strength. That matters. When the market gets nervous, I don’t care which stocks look good on a green day. I want to know which names buyers still want when the tape gets ugly. My board today: $NVDA → AI ecosystem $AMD → AI compute $AVGO → Networking $IREN → Data centers $NBIS → AI infrastructure $SUPX → Servers / execution $NVDA is still my benchmark. But I’m increasingly interested in what happens AFTER the GPU. More GPUs need more servers. More servers need more data centers. More data centers need more networking and POWER. That’s where I think the next leg of the AI trade gets interesting. Today I’m not chasing the open. I’m watching which AI names hold up while the broader market gets tested. That tells me where the real money wants to be. If you could only own ONE through 2027: $NVDA, $AMD, $AVGO, $IREN, $NBIS or $SUPX? I’m curious where FinTwit stands. #AI #Stocks

Everyone is looking for the next AI stock. I’m looking at something different: Where is the MONEY actually being spent? Right now, the answer keeps pointing back to AI infrastructure. Chips. Servers. Data centers. Networking. Power. That’s why $NVDA, $SUPX, $IREN, $NBIS, $AMD and $AVGO are staying on my radar. $SUPX is especially interesting to me. The $38.8M NVIDIA B300 order got attention. But now we also have expansion into Australia, additional APAC orders, and management continuing its share repurchase program. That doesn’t guarantee the stock goes higher. It does tell me the story is moving from: AI hype → orders → infrastructure → execution. And that’s exactly where I want to be looking. My view going into the new week: Don’t ask which AI stock is trending. Ask which companies are actually getting paid to build the AI economy. Real demand. Real orders. Real execution. That’s where the next winners could emerge. $NVDA $SUPX $IREN $NBIS $AMD $AVGO #AI #Stocks #Investing #StockMarket

WEEKLY WATCHLIST: The AI winners are being revealed. Last week sent a clear message: The market is no longer rewarding every company with an “AI” label. It is rewarding companies that can prove one thing: Execution. AI is moving into the next phase. The winners won’t just be the companies building models… They will be the companies building the infrastructure behind them. My focus for next week: 🔥 $NVDA The AI ecosystem leader. The question isn’t whether AI demand exists. The question is how big the infrastructure cycle can become. 🔥 $SUPX One of the more interesting AI infrastructure names I’m watching. The $38.8M NVIDIA B300 order started the conversation. But the bigger story is whether they can turn demand into repeatable growth. 🔥 $AMD AI accelerator competition is expanding. The market will continue watching who can capture more enterprise AI spending. 🔥 $AVGO AI networking remains a critical piece of the puzzle. More AI compute means more demand for the infrastructure connecting it. 🔥 $IREN / $NBIS AI data center and compute capacity remain areas I’m watching closely. My view going into next week: Don’t chase the loudest AI story. Follow the companies with: ✅ Real customers ✅ Real infrastructure ✅ Real demand ✅ Real execution The next AI winners won’t just talk about the future. They will build it. Stay patient. Follow the money. $NVDA $SUPX $AMD $AVGO $IREN $NBIS #AI #Stocks #Investing #TechStocks

Midday Market Check: The market is getting more selective today. The headline might be volatility… But the real story is where capital is still flowing. AI is not being abandoned. It’s being filtered. Investors are moving away from: ❌ “AI” as a buzzword And focusing on: ✅ Real demand ✅ Real infrastructure ✅ Real customers ✅ Real execution $NVDA continues to lead the AI ecosystem. But the next opportunity may come from the companies building the backbone behind this trend: Data centers. AI servers. Networking. Power. That’s why I’m still watching names like $SUPX. The $38.8M NVIDIA B300 order started the conversation. Now the market wants the next chapter: Can demand turn into repeatable growth? My focus today: Not chasing candles. Watching volume. Watching buyers defend key levels. Watching who is actually building the future of AI. The hype creates attention. Execution creates winners. 👀 $NVDA $SUPX #AI #Stocks #Investing

PREMARKET WATCHLIST: The AI trade is entering the next phase. Yesterday’s rally showed something important: Capital is still looking for AI exposure. But the market is becoming smarter. The question is no longer: “Who has an AI story?” The real question: “Who can turn AI demand into real revenue?” $NVDA continues to lead the ecosystem. But the next wave of opportunities may come from the companies building the foundation behind AI: → Data centers → AI servers → Networking → Power infrastructure That’s why I’m still watching names like $SUPX. The $38.8M NVIDIA B300 order was the starting point. Now the market wants proof: More customers. More deployments. More repeatable growth. My focus today: Not chasing headlines. Watching capital rotation. Watching volume. Watching execution. The biggest winners of the AI cycle won’t just talk about the future. They will build it. 👀 $NVDA $SUPX #AI #Stocks #Investing #TechStocks

🚨 AFTER THE BELL: The AI trade is getting clearer. Today was another reminder: The market is not abandoning AI. It is becoming more selective. After the recent volatility, buyers came back into AI leaders and infrastructure names, showing that capital is still looking for exposure to the long-term AI cycle. But the question has changed. It’s no longer: “Who has an AI story?” It’s: “Who can actually execute?” $NVDA continues to set the standard for the AI ecosystem. But the next phase of this trend will likely be decided by the companies building the foundation: → Data centers → AI servers → Networking → Power infrastructure That’s why I’m still watching names like $SUPX. The recent pullback was a good reminder: A headline can create attention. Execution creates long-term value. The $38.8M NVIDIA B300 order started the conversation. Now the market wants to see what comes next: More customers. More deployments. More repeatable revenue. My takeaway: Don’t chase the loudest AI narrative. Follow the companies turning demand into results. The next winners won’t just talk about AI. They will build it. 👀 $NVDA $SUPX #AI #Stocks #Investing #TechStocks

Midday Market Check: The AI trade is showing signs of life again. But this move feels different. The market isn’t blindly chasing every company with an “AI” label anymore. It’s becoming more selective. Today’s question is simple: Who is actually building the infrastructure behind this AI cycle? $NVDA continues to prove why it remains the foundation of the ecosystem. But the bigger opportunity may come from the companies supporting the next wave: → AI servers → Data centers → Networking → Power infrastructure This is why I’m still watching names like $SUPX. The $38.8M NVIDIA B300 order started the conversation. Now the market wants to see execution. More customers. More deployments. More repeatable revenue. The AI story is getting bigger… But the winners will be the companies that can turn demand into a business. Don’t chase the headline. Follow the execution. 👀 $NVDA $SUPX #AI #Stocks #Investing