Jessica Allen @JessicaAllen2a

@StockSavvyShay CRWV really keeps you on your toes. I’d want to see if it can hold the gains before calling this a real reversal

@BrianFeroldi Facts. Take advice from people, but never outsource your own judgment. It’s your money on the line

Rising yields are pressuring growth stocks, but some businesses keep getting stronger as valuations fall. I’m selectively adding to Space, AI Power, Robotics, and Drones. Market fear can create long-term opportunities.

Everyone blames $CRWV, but the bigger risk is interest rates. Higher rates tighten funding across AI infrastructure. $CRWV has more leverage, while $IREN and $NBIS aren't immune to liquidity risk. Temporary shakeout or warning sign for the entire AI trade?

@EndicottInvests Going 99% into one stock is a bold move. I like NBIS too, but that’s a lot of eggs in one basket. Hope it pays off

@StockSavvyShay Oof. $30 was a big level to hold. Now the question is whether buyers step in or this thing has more room to fall

@DiligentPlane Jensen needs more than a few giant cloud companies buying GPUs. More independent players means more customers for NVIDIA. The real question is whether CRWV can turn that demand into sustainable profits

@JohnTinsmanAOT Exactly. Everyone loves growth stocks on the way up, but the real test is whether you can handle the drawdowns without losing sight of the long-term thesis

Added more $NBIS here. If it dips further, I’ll keep adding. I like the long-term AI infrastructure story, but I’m scaling in rather than going all in at once.

Big win for $QCOM, but this fight is bigger than one verdict. If Arm's licensing model gets challenged, the ripple effects could reach the entire chip industry. The real question: can $ARM keep expanding into its customers' territory without creating more conflicts? $QCOM $ARM

$MU and $SNDK are getting hit hard this week. Is this just a pullback after a huge run, or a sign the AI memory trade is getting overcrowded? Bubble popping or buying opportunity? What’s your take?

The semi selloff continues: $MU, $NVDA, and $AMD are under pressure. We invested for the long-term thesis, not every daily move. Stay disciplined, but keep an eye on fundamentals. Conviction matters, but so does risk management.

20 stocks to watch as AI reshapes the economy: $NVDA $AMD $AVGO $MU $SNDK $MRVL $CRDO $LITE $COHR $VRT $NBIS $IREN $APLD $VST $CEG $OKLO $PLTR $RKLB $ASTS $OUST From chips and optical networking to power, AI cloud and space. The opportunity is bigger than GPUs.