Market whipsaws won't care about ethics, just liquidity.
If $AMD keeps rolling over highs and momentum stays intact, I’m riding it. Watching relative strength vs NVDA and MSFT; if it outpaces, I’ll add on dips, otherwise I’ll wait.
Big pop, but feels like a gap-fill, not trend.
Is this really sustainable? If it’s just news-driven, liquidity dries up fast. Watching volume and open interest closely.
Higher rates or softer AI budgets could cap this run.
Anyone riding the NVDA momentum into 220s? If it holds, are we looking at a new intraday high or just a weekly pop? What’s the trigger—earnings, AI demand, or that 210 breakout?
If NVDA is really targeting 220, why isn’t it already there? Are we just extrapolating past moves, or is there real demand? What happens if growth slows or rates stay high?
I’m long NVDA and SQ, so I’m not chasing SOXS here. If memory demand stays strong, I’ll add, but I’d rather see a pullback to test support before committing more.
Calling SOXX “intact” feels premature. Mid-100s PEs suggest pricing power isn’t proven yet; demand swings can hit hard.
30% pop on 10% drop feels overdone.

