Memory and Neoclouds pretty green. Rest mostly red.
Disclosure: Have neocloud stocks, no memory stocks (use to have them 
)
Memory stocks continue its relentless rally (since late last year).
Neoclouds also green.
Bitcoin is about to test 200-day SMA.
Inference chips (AMD, ARM, INTC, AVGO) also rally.
Regrettably, I have only training chip (NVDA).
Have a small position in avgo.
Regrettably no position in mu or sndk.
1 Like
S&P above 7300. No sign of impending crash?
I just sold all my stocks (no tax as this IRA) and keeping cash mode expecting pull back 5-7 days.
No crash will come, but always healthy pull back for next 3-5 months or even more months as 30-Mar-2026 pull back was major.
Guess is : May be election time, we can see market goes to some correction side.
I stop here and do not want to comment further to create any bias.
It’s hard to imagine how S&P will stop rising when AI inference is gaining momentum.