Gorgamel
voted
My friend sent me a message on Friday night.
He said: what just happened to my portfolio?
He had been holding the same AI semiconductor stocks all year. He watched them climb 40, 50, 90 percent. He felt smart. He felt early. He felt like he understood something most people did not.
Then this week arrived.
I looked at my own portfolio. It took a hit too.
Market Wrap: The Week the AI Trade Hit Its First Real Wall -- June 2 to 6, 2026
...
He said: what just happened to my portfolio?
He had been holding the same AI semiconductor stocks all year. He watched them climb 40, 50, 90 percent. He felt smart. He felt early. He felt like he understood something most people did not.
Then this week arrived.
I looked at my own portfolio. It took a hit too.
Market Wrap: The Week the AI Trade Hit Its First Real Wall -- June 2 to 6, 2026
...
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Gorgamel
voted
$Broadcom (AVGO.US)$ 's quarter was fundamentally strong, but the stock had already priced in a much bigger AI surprise. Revenue, AI semiconductor sales, earnings and free cash flow all looked powerful, but the market wanted management to raise the ceiling.
The long-term AI story remains intact. Broadcom is still one of the most important custom AI chip and AI networking suppliers outside Nvidia. The near-term risk is valuation: when expectat...
The long-term AI story remains intact. Broadcom is still one of the most important custom AI chip and AI networking suppliers outside Nvidia. The near-term risk is valuation: when expectat...
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Gorgamel
commented on
$Futu Holdings Ltd (FUTU.US)$ It seems like everyone knows it’s going to rise, yet it just won’t go up
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Gorgamel
voted
When Jensen Huang publicly calls your company the next trillion-dollar opportunity and your revenue gets revised to $16.5 billion, the options market becomes a window into how the biggest players are positioning around that narrative. Moomoo's Unusual Options Activity on MRVL today tells the full story.
The aggressive bull: $1.72 million swept into deep in-the-money June 5 $275 calls. By buying ITM calls, this trader ma...
The aggressive bull: $1.72 million swept into deep in-the-money June 5 $275 calls. By buying ITM calls, this trader ma...
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Gorgamel
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$ServiceNow (NOW.US)$ I'm a technical trader. I watch moving average crossovers religiously. But even I was impressed when moomoo AI flagged the golden cross between the 20-day and 60-day moving averages on ServiceNow and then actually explained the context around it. As of June 2, 2026, the MA20 crossed above the MA60 — classic bullish signal indicating a shift in momentum. But here's where it got good: the AI ...
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Gorgamel
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
how much today take your pick.
how much today take your pick.
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Gorgamel
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🎯 Key Focus:
$Hewlett Packard Enterprise (HPE.US)$ HPE (Five-fold signal convergence: EMA bullish alignment + MA bullish alignment + rating upgrade (JPMorgan) + rating upgrade (UBS) + rating upgrade (AllianceBernstein))
$Credo Technology (CRDO.US)$ CRDO (Five-fold signal convergence: EMA bullish alignment + MA bullish alignment + rating upgrade (Needham) + rating upgrade (Jefferies) + rating upgrade (Susquehanna))
$Goldman Sachs (GS.US)$ GS (Five-fold signal convergence: EMA bullish alignment + MA bullish alignment + net fund inflows for 3 consecutive months + net fund inflows for 4 consecutive weeks + net fund inflows for 5 consecutive days)
$ASML Holding (ASML.US)$ ASML (Four-fold signal convergence: Bollinger Bands price breakout above upper band + EMA bullish alignment + MA bullish alignment + net fund inflows for 3 consecutive months)
$AST SpaceMobile (ASTS.US)$ ASTS (Four-fold signal convergence: EMA bullish alignment + net fund inflows for 3 consecutive months + net fund inflows for 4 consecutive weeks + net fund inflows for 5 consecutive days)
【Bottom Signal】📉
• $Meta Platforms (META.US)$ META: MACD bullish divergence; Arete Research upgraded its rating from Hold to Buy, representing 86 out of 37 total ratings...
$Hewlett Packard Enterprise (HPE.US)$ HPE (Five-fold signal convergence: EMA bullish alignment + MA bullish alignment + rating upgrade (JPMorgan) + rating upgrade (UBS) + rating upgrade (AllianceBernstein))
$Credo Technology (CRDO.US)$ CRDO (Five-fold signal convergence: EMA bullish alignment + MA bullish alignment + rating upgrade (Needham) + rating upgrade (Jefferies) + rating upgrade (Susquehanna))
$Goldman Sachs (GS.US)$ GS (Five-fold signal convergence: EMA bullish alignment + MA bullish alignment + net fund inflows for 3 consecutive months + net fund inflows for 4 consecutive weeks + net fund inflows for 5 consecutive days)
$ASML Holding (ASML.US)$ ASML (Four-fold signal convergence: Bollinger Bands price breakout above upper band + EMA bullish alignment + MA bullish alignment + net fund inflows for 3 consecutive months)
$AST SpaceMobile (ASTS.US)$ ASTS (Four-fold signal convergence: EMA bullish alignment + net fund inflows for 3 consecutive months + net fund inflows for 4 consecutive weeks + net fund inflows for 5 consecutive days)
【Bottom Signal】📉
• $Meta Platforms (META.US)$ META: MACD bullish divergence; Arete Research upgraded its rating from Hold to Buy, representing 86 out of 37 total ratings...
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Gorgamel
liked
$Roundhill Memory ETF (DRAM.US)$ tonite if can reach 71. happy le. if can reach 73 more happy. if 75 superb happy. haha
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