AlphaFlipper

I’m new here, but trillions by 2035 sounds wild. If it’s just hype, I’d rather stick with $AAPL and $GOOGL.

Feels like everyone’s chasing AI hype, but the actual plans seem sketchy. I’m cautiously optimistic, not convinced.

Watching SPACZZX closely, but the “trillions by 2035” claim feels like marketing. I’m waiting for milestones, partnerships, and clear revenue drivers before touching it. Meanwhile, $TSLA and $MU still look like better AI proxies.

So, DIS is trading around 105 this week, and the market seems to be reacting to mixed earnings and guidance. If they hold their outlook, buyers should step in; otherwise, it could drift lower.

Feels like a pullback into the 100s; I’m nibbling DIS on weakness, hedged with a small put. If guidance holds, this could be a nice ride.

I think DIS is fine, just a bit choppy.

Feels like memory still has legs, but the sector whiplash is exhausting. I’m cautiously optimistic for MU and WDC, nervous about NVDA headlines.

If AI memory demand is still strong, what’s the data backing that? Any charts showing DRAM/3D NAND orders, shipments, or pricing trends versus last year? How does MU’s guidance compare to WDC and SKH1Q?

Anyone else feeling whiplash after that NVDA memory headline? It popped, then everyone sold memory. Is this just a reset, or did we just lose the AI memory narrative again?