Thoughts on investing, ETFs, and long-term wealth building. Focused on discipline, diversification, and financial education. Educational only—not financial adv
Miami, Florida
Joined June 2009
- Tweets125K
- Following1.3K
- Followers1.9K
- Likes52.1K
$NVDA growth is still incredible. The real debate now is valuation.
$NVDA is sitting near its highs again.
Revenue: $96.2B
Data Center revenue: $89.0B
YoY revenue growth: +106%
YoY Data Center growth: +117%
And the stock closed Friday at $233.95.
The question isn’t whether AI demand is real anymore.
The question is how much of it is already priced in.
I’m watching $NVDA closely today.
Would you buy here—or wait for a pullback?
$NVDA #NVIDIA #Stocks #Investing
Victoria Adams retweeted
AI stocks are separating today — and that’s what I’m paying attention to.
$NVDA and $MU are under pressure, while a few names are quietly showing relative strength.
On a weak tape, that divergence matters.
I’m watching 5 AI/tech names here.
Two are getting hit.
Three are holding up surprisingly well.
The strongest one today isn’t $NVDA. 👇
1) $NVDA
Still the first name I watch when the AI trade gets tested.
It’s weak today, but I’m not buying just because it’s red. I want to see the selling slow down, a level hold, and buyers actually step back in.
I’d rather be a little late than guess the bottom.
$SMCI +4.5% and this chart is getting interesting again.
The bigger picture looks a lot different than it did a few months ago.
$44 is the area I’m watching now.
Clean breakout coming, or another rejection?
$SPCX -2.51% — the bounce is getting attention, but the intraday trend hasn’t changed yet.
SPCX spent most of the session making lower highs and lower lows before selling accelerated into $150.33. Buyers finally stepped in there, pushing price back toward $151.
Here’s what I’m watching:
$150.30–150.50 → key support
$151.00 → first level buyers need to reclaim
$151.80–152.00 → bigger resistance
A reclaim and hold above $151 would be the first sign that sellers are losing some control.
Lose $150.30, and the bounce likely needs more time.
I’m not treating the first bounce as the bottom. I want to see the structure change first.
$SPCX
$SPY — the opening breakout failed. Now the morning low is being tested.
SPY ripped to $775.14 shortly after the open, but buyers couldn’t hold the move. Since that rejection, the tape has shifted into a clear sequence of lower highs and lower lows.
The important change was the loss of $774.20–$774.30. Multiple attempts to reclaim that area failed, and price is now back near $773.67, just above the $773.55 session low.
$773.55–$773.65 is the immediate decision zone.
If buyers defend it, I’ll be watching $773.90–$774.00 as the first reclaim, followed by $774.20–$774.30. Getting back above that second zone would materially improve the intraday structure.
If $773.55 breaks and price accepts below it, the morning range is expanding lower and I’d let the market establish the next support rather than trying to guess the bottom.
One thing stands out: every bounce since $775.14 has been sold.
Hold $773.55 → stabilization attempt.
Reclaim $774.00 → first sign of improvement.
Reclaim $774.30 → buyers start repairing the structure.
Lose $773.55 → downside price discovery remains in control.
I’m watching how SPY reacts at the low — the reaction matters more than the level itself.
$SPY
Victoria Adams retweeted
Something MASSIVE is about to happen to the AI infrastructure / Bitcoin miner space.
This is $WGMI - the ETF that tracks $CIFR, $IREN, $NBIS, etc.
And the GOLD bars have appeared.
The last time these gold bars appeared,
$WGMI: climbed from $13 to $70.
$IREN: climbed from $5 to $75.
$NBIS: climbed from $23 to $300.
$CIFR: climbed from $2.30 to $30.
It's been 1.5 years since this last golden bar opportunity that I've been watching for...
Hence, I've started adding A LOT and sharing all of my trades publicly.
Could we see another 3-5x move soon?
Watching closely, don't miss out!
Victoria Adams retweeted
9/19/2026: Thoughts and prep for the week ahead
- $MAGS has built a 5 months base looks about ready to lead
- Memory names work up this week so they are back in focus. $MU $SNDK $SKHY
- Genomics continue to lead $ARKG $TXG $TWST $NTRA
- Energy through oil and gas takes a small breather but the refiners are relentless. The only thing that breaks the theme is an exit from the war. $VLO $MPC $PSX $DINO
- Crypto follows through on Friday. Makes it hard to be negative when that theme is acting well. $BTC $ETH $MSTR $BMNR $HOOD $COIN
- $SMH closes above the 50sma. $AMD is my personal favorite but eyes on $INTC $SMTC $ASX $ARM $SIMO and others.
- Countless groups have been destroyed and I'm not calling for renewed uptrends in certain themes like aerospace and defense, but I think that some mean reversion can likely come soon.
- Markets are being supported by the $XLK, that's the AI trade, if that group along with hyper scalers are ready for another leg higher it's best to get in line.
- My expectation was a quarter point hike and a rally. We have gotten just that. So unless something changes, and quickly, I need to remain optimistic.
Victoria Adams retweeted
Some nice-looking industry groups heading into next week.
Worth watching, as many of these groups look coiled.
Computer Hardware - $MU $SKHY $DELL $SNDK blockstack:native $WDC $P $NTAP
Computer Software Enterprise - $MSFT $PLTR $CRM $SHOP $NOW $NET $SNOW $DDOG
Software Security - $PANW $CRWD $FTNT $OKTA $ZS $RBRK $GEN
Semiconductor Fabless - $NVDA $AVGO $AMD $ARM $MRVL $ALAB $CBRS
Semiconductor Manufacturing - $TSM $INTC $TXN $ADI $ASX $UMC $NXPI
Crypto/Blockchain - $MSTR $COIN $CRCL $BMNR $IBIT $ETHA $SOLD $XXRP $BHYP $PURR
Electronic Parts ~ APH COHR
Alternative Energy - GEV BE CEG
Machinery - CAT DE
Fiber Optics - AAOI CIEN COHR TSEM
Victoria Adams retweeted
More Than 65% of S&P 500 Earnings Calls for Q2 Cited “AI”
S&P 500 companies citing "AI" on Q2 earnings calls outperformed those that didn't, gaining 15.7% vs. 8.1% (Dec 31, 2025–Sept 17, 2026) and 2.0% vs. -2.2% (June 30–Sept 17, 2026). @factset
Victoria Adams retweeted
The next breakout theme is emerging in these 10 stocks:
1. $INTC | Semiconductor & AI data-center play. Q2 2026 revenue up 25% YoY, with Data Center and AI revenue rising 59%.
