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Enrich Trades2026-10-26 01:58:18
MASSIVE WEEK FOR AI. Earnings, spending updates and the Fed. MONDAY - AI servers & networking - Chip design software TUESDAY - Data storage demand WEDNESDAY FOMC - Rate decision - Cloud growth & AI spending - Data center cooling & power - -
Michael Sikand2026-10-26 01:48:03
THIS WEEK DECIDES THE AI TRADE. Monday • : software designing every AI chip • : packages + tests chips Tuesday • : hard drives storing AI data • : tests chips Wednesday • FOMC: (94% maintain per ) • : Spending $175B on AI in 2026 • : -
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TraderJonesy2026-10-16 01:32:41
Days like today and yesterday present SO MANY opportunities. They all recently tagged, their quarterly implied lows: three of the four today. Verizon did it the other day. And look at them now. Three of the four of them tagged them today.Verizon is up
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*Walter Bloomberg2026-10-13 21:40:32
U.S. MEMORY AND DATA STORAGE STOCKS PLUNGE IN BROAD SELLOFF Memory and storage stocks are falling sharply as selling pressure spreads across the sector. Western Digital ( ): -6.5% Seagate ( ): -6.1% SK Hynix: -4.8% Micron ( ): -4.7% SanDisk ( ): -4.1%
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