Brandon Wells

$NBIS, $CRWV, and $IREN are all connected to AI infrastructure and computing demand. If $SPCX plans to deploy AI computing capacity at scale, these companies’ GPUs, data centers, and computing resources are certainly worth watching. However, their business models, financing structures, and customer relationships are not identical, so I wouldn’t treat them as direct competitors in exactly the same way.

$INTC plunged 28.58%, while $SNDK fell 13.47%, $QCOM dropped 11.12%, $AMD lost 10.88%, $DELL slid 10.77%, and $MRVL declined 10.05%. Weakness is spreading across semiconductors, storage, networking, and hardware. Even $AVGO (-5.48%) and $MU (-5.30%) are taking a hit. $AAPL is holding up relatively well at -1.23%, but I'm not rushing to buy this dip. I want to see selling pressure fade and chip leaders stabilize before calling a bottom.

AI demand isn't the problem. The real question is who can survive the infrastructure arms race. $NBIS may be approaching a key technical zone, but a support level alone doesn't confirm a bottom. I'm watching for price stabilization and a bullish trend reversal before turning constructive. In this market, survival and cash flow matter as much as growth.

Tech stocks are splitting, and I’m watching the chips. $NVDA +2.39%, $AVGO +2.33%, $AMD +2.80%, $MU +2.98%, and $INTC +4.04% are leading, while $AAPL falls 1.10%. AI isn’t a buy-everything trade. I’m watching @NVIDIA, @AMD, @MicronTech, and @Broadcom for sustained momentum. Broader participation is what would make me more bullish.

The biggest risk for $META isn’t spending too much on AI. It’s that AI infrastructure becomes a race where even market leaders have to raise capital to keep up. The real test is whether these investments generate returns before the next wave of chips makes today’s infrastructure more expensive to replace.

Today's heatmap tells a clear story: tech stocks are splitting, and stock selection matters. $NVDA -0.59% $AAPL -0.14% $AVGO -0.48% $MU +2.46% $AMD +1.74% $INTC +1.72% $CSCO +1.53% My take: the AI trade isn't dead, but investors are becoming more selective. While NVIDIA and Apple are slightly in the red, Micron, AMD, and Intel are moving higher. #NVDA #AI #TechStocks

Most investors are looking at NVIDIA’s share price. I’m looking at the earnings power behind it. $NVDA could be entering a very different valuation phase as AI spending continues to expand. Here’s what matters: The market can push a stock higher through hype, but sustained earnings growth is what can make a higher valuation last. If NVIDIA continues growing earnings, expanding its AI ecosystem, and maintaining its competitive edge, today’s valuation could look very different two years from now. My bull case: AI infrastructure demand keeps growing. Data center revenue continues to drive earnings. Earnings growth outpaces what the market is currently pricing in. The stock gets a fresh valuation premium as profits scale. Of course, none of this is guaranteed. Competition, export restrictions, customer spending, and valuation compression remain real risks. But I’m focused on one question: What happens if NVIDIA’s earnings keep growing faster than the market expects? That’s the scenario worth watching. Do your own research. The numbers matter more than the hype. $NVDA $AI

$NVDA -0.59% $AAPL -0.14% $AVGO -0.48% $MU +2.46% $AMD +1.74% $INTC +1.72% $MRVL +2.26% $GE -2.69% $WDC -2.97% $BE -11.24% Tech stocks are clearly diverging today. Some chipmakers are pushing higher while others are struggling to hold up. $BE stands out on the downside, plunging 11.24%. This market is about picking the right stocks, not blindly chasing AI. I'm not buying just because a stock drops, and I'm not chasing just because it rallies. I want to see which names can sustain their momentum. The market changes every day. Discipline shouldn't. #TechStocks #AI #NVDA #Stocks

NVIDIA has accelerated AI performance by 1,000,000x over the past decade through extreme co-design. And this is just the beginning. The next chapter of AI will be built on faster chips, better systems, and deeper hardware-software integration. The real question isn't whether AI will keep advancing. It's how much computing power the next decade will demand. $NVDA $AI

I’ll say this once: These are the AI stocks I’m watching for the next major wealth-building opportunity through 2027. The AI boom is bigger than just NVIDIA. The real opportunity may be spread across chip manufacturing, advanced equipment, memory, networking, and data center infrastructure. Here’s my watchlist: $NVDA — NVIDIA: $205–210 $TSM — TSMC: $395–405 $ASML — ASML: $1,470–1,530 $AMD — Advanced Micro Devices: $480–500 $MU — Micron: $820–843 $INTC — Intel: $78–85 $MRVL — Marvell Technology: $214–220 $SMCI — Super Micro Computer: $28–32 Why these names? AI computing demand is expanding. Data centers need more chips, more memory, more networking, and more advanced manufacturing capacity. As the AI ecosystem grows, the companies powering the infrastructure could have opportunities beyond the headline names. But let’s be clear: a great industry doesn’t automatically make every stock a great buy. Valuation, earnings growth, competition, and execution still matter. These price ranges are watchlist reference points, not guaranteed outcomes. People sometimes ask why I don’t charge for posts like this. Simple: I enjoy following the market, sharing my research, and exchanging ideas with people who are thinking long term. I’m here to share my perspective—not sell dreams. The AI story is still evolving. I’m watching the infrastructure behind the boom, not just the hype around it. #AI #NVDA #Semiconductors #TechStocks #Investing