Consulting Tweets (Powered By Twitter)

Short-term moves create noise. Long-term trends create opportunities. AI remains one of the strongest themes in the market, but the next phase may look different. The first wave was about building powerful models and GPUs. The next wave is about the infrastructure supporting them: • Computing power • Memory capacity • Networking • Data centers The names I’m watching: $NVDA — AI compute leader $AVGO — custom silicon & networking $MU — HBM memory demand $AMD — AI acceleration The AI cycle is still expanding. I’m watching where the next wave of demand flows. Patience creates better entries.

The AI trade is evolving. The first wave was about who builds the most powerful chips. The next wave could be about who enables the entire AI ecosystem. AI needs: • More computing power • More memory capacity • Faster networking • Bigger data center infrastructure The companies behind the scenes may become just as important. Watching: $NVDA — AI compute $AVGO — custom silicon & networking $MU — HBM memory $MRVL — connectivity $AMD — AI acceleration The biggest opportunities are often found before the crowd arrives. 👀 Patience creates better entries.

Volatility is normal. Trends matter more. Yesterday’s market action reinforced one thing: The AI opportunity is bigger than just GPUs. The next winners may come from the companies building the infrastructure behind AI. Watching: $NVDA — AI compute $AVGO — custom silicon & networking $MU — HBM memory $MRVL — connectivity The AI cycle is still in the early stages. Watching the next setup. 👀

Everyone is watching the AI names everyone talks about. I’m paying closer attention to the companies building the foundation behind the trend. $AVGO is still one of the AI infrastructure names I’m watching closely. Custom AI chips, networking, and data center demand could be major growth drivers as AI adoption continues. The AI trade is bigger than just GPUs. The companies providing the infrastructure may have a long runway ahead. Keeping $AVGO on my watchlist. 👀 $NVDA $AMD $MRVL

$MU 👀 The market loves chasing AI winners. I’m looking at the companies supplying the backbone. AI needs more computing power. More computing power needs more memory. That’s why Micron remains on my watchlist. Watching how price reacts around key support. Patience creates better entries. 📈

Good morning traders. The market is always speaking. Price action. Volume. Investor sentiment. The question is: Are you patient enough to listen? Today I’m watching: $SPY $QQQ $NVDA Not chasing moves. Waiting for: • Clean market structure • Strong confirmation • Better risk/reward The best trades usually come from preparation, not prediction. Stay patient. Stay disciplined.

The market doesn’t reward predictions. It rewards preparation. Over time, I’ve learned one thing: The best opportunities rarely appear when everyone feels comfortable. They appear when: • Fear creates mispricing • Strong companies get overlooked • Patience creates an edge We’ve seen this play out in names like: $NVDA during AI uncertainty. $TSLA during extreme volatility. The opportunity was never about guessing the bottom. It was about understanding: → Market structure → Risk/reward → Investor psychology Here I share: • High-conviction setups • Market insights • The thinking behind each trade No hype. No chasing. Just disciplined trading and finding opportunities before the crowd. Follow along. Preparation creates opportunity.

Check out my latest article: Uncle Gary Revisits IGT …and the turnaround has real, verifiable stability signals linkedin.com/pulse/uncle-ga… via LinkedIn

Fear creates the best entries. If the market sells off aggressively again, these are the names I’ll be watching closely. $SPCX — $102–$108 $TSLA — $285–$298 $ASTS — $49–$52 $LUNR — $11.30–$12 $PL — $17.80–$19 Strong companies + temporary panic = opportunity. Patience is the edge. I’d rather buy fear than chase euphoria. 👀

$KEEL 👀 Tight base. Key levels aligned. All EMAs + 50 DMA are stacking near ~$5. If buyers step in with strong volume next week, this could confirm the bottom. Long bases often create explosive moves. 🚀 Watching closely. https://t.co/LxaehUlMmp

$RNG 🚀 Shares surged +27% after strong Q2 results. 🔥 EPS: $1.22 vs $1.17 est. 🔥 Revenue: $650.5M (+5.9% YoY) 🔥 Raised FY26 EPS guidance: $4.96-$5.10 AI momentum is accelerating. Paid AI product adoption doubled YoY, reaching 13% of ARR. New OpenAI collaboration adds another AI catalyst. 🤖 RingCentral’s AI transformation is gaining traction. 👀

🚨 NASDAQ UPDATE NASDAQ has reached the yellow target zone. Price is now testing key support. A close below 28,540 would create a lower low, signaling more downside pressure. The bottom may not be confirmed yet. Watching $QQQ gap fill near $590 👀 https://t.co/HlFKRku8kf

$KEEL 🚀 94.9M shares short. 17.35% float. Targets hit ✅✅ Bullish pennant forming. Breakout setup is here. Watch: $5.55 $6.18 Potential upside: $12 → $15 → $18+ https://t.co/nXQpGPMEFg

$UBER looks overlooked. 👀 While many investors focus on AI software, Uber is quietly using AI to improve efficiency and reduce costs. Big money is watching: 🔥 Pelosi bought calls 🔥 Ackman has significant exposure 🔥 Tepper nearly tripled his stake Cheap valuation + AI-driven margins + global platform. Could Uber be one of the next AI efficiency winners? 🚀

$AMZN continues to trade lower after the gap down, heading back toward Target 4. A move into Target 5 and a full gap fill wouldn’t surprise me from here. Bulls need to defend Target 5 support. Lose that level, and the next key area is the blue line at $177.97.