David Harrison @TheHarrisonView

3 Stocks I'm Watching After the AI Selloff $NVDA — Demand vs. Funding AI demand is strong, but the market is questioning how quickly infrastructure spending can generate returns. Watch the $206.89 demand zone and whether buyers defend it. $META — Great Revenue, Tough Price Action Revenue growth is impressive, but negative free cash flow and soaring AI capex have changed the narrative. A recovery needs confirmation, not hope. $TSLA — Execution Is Everything Earnings beat, net income fell 44%. Watch $369–$372 support and $379–$384 resistance. A breakout without volume is less convincing. The setup: No blind dip-buying. Wait for price confirmation, manage downside risk and let the market reveal its hand. Which ticker has the strongest risk/reward from here? #Trading #NVDA #META #TSLA

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🚨 WALL STREET IS REPRICING THE AI TRADE. Thursday's selloff wasn't just another red day. The Nasdaq plunged 2.6%, the S&P 500 fell 1.2%, while the Dow held nearly flat. Semiconductor stocks took an even harder hit. Here's what matters now: $META — Advertising remains strong, but massive AI spending is putting cash flow under pressure. $NVDA — AI demand remains a long-term growth driver. The question is whether customer spending can justify today's expectations. $TSLA — Lower capex could improve capital efficiency, but investors need clarity on execution and future growth. $AMZN — Watch AWS growth, margins, and the monetization of AI infrastructure. $MSFT — Azure growth and AI adoption must translate into sustainable earnings. $AAPL — Services growth, consumer demand, and ecosystem strength remain key differentiators. My take: This isn't proof that the bull market is over. It's a reminder that strong businesses and attractive stock prices are two different things. I'm watching earnings revisions, free cash flow, Treasury yields, and market breadth before making the next move. 📊 I share ongoing market analysis, key levels, and trade setups with my community. 📲 WhatsApp: wa.me/13172287111 Stay disciplined. Follow the fundamentals. #StockMarket #NASDAQ #Investing

🚨 Stocks I’m focusing on this week 📊 $NVDA | $TSLA | $META | $AAPL | $AMZN | $MSFT Spotlight on Artificial Intelligence (AI), big tech, and investment opportunities with the potential to drive market volatility. Want to get my latest market insights, key price levels, and trading strategies? 📲 Join my WhatsApp community 👇 wa.me/13172287111 Stay sharp, have a trading plan, and practice good risk management. 📈

A market decline does not mean that all stocks have become cheap. The crucial point is to distinguish between a decline driven by deteriorating fundamentals and one triggered by a contraction in risk appetite. So, where exactly do the opportunities lie?

@tradingdiff Liquidity leaves clues. The key is to identify them before the price reaches these levels. Feel free to reach out if you’d like to discuss the stock market

The AI trade is facing its next real test. Thursday's selloff exposed a growing divide between AI growth expectations and the cost of delivering that growth. Here's my breakdown of 3 names I'm watching: $META — Strong business, rising investment burden Q3 revenue grew 26% YoY to $64.6B, supported by stronger ad pricing and impressions. But 2026 capex guidance of $135B–$145B raises the bar for future returns. The question isn't whether Meta can grow. It's whether AI investments can generate enough incremental cash flow to justify the spending. $NVDA — AI demand remains the thesis, execution is the test Nvidia remains central to AI infrastructure. But when semiconductor stocks sell off together, investors are reassessing the entire AI investment cycle—not just one company's earnings. Watch data-center revenue, gross margins, and hyperscaler spending plans. $TSLA — Capital discipline or a growth warning? Tesla cut its 2026 capex forecast to roughly $20B from more than $25B. Lower spending can improve capital efficiency. But if it reflects delayed AI, robotics, or autonomous-driving projects, the market may reassess the long-term growth premium. My takeaway: These are three different businesses with three different risk profiles. META is an advertising monetization story. NVDA is an AI infrastructure story. TSLA is an execution story with substantial future-growth expectations. The next opportunity will come from identifying where fundamentals remain stronger than market expectations—not blindly buying every dip. I share ongoing market analysis, key levels, and trade setups with my community. 📩 WhatsApp: wa.me/13172287111 #Stocks #AI #Investing

Exactly. One adjustment to capex doesn’t change the bigger picture when the long-term investment cycle is still accelerating. The real question is whether those investments translate into durable earnings growth and free cash flow. I’m watching execution, not just the headline numbers. Red days can create opportunity, but confirmation and risk management still matter. I’m sharing more of my market analysis and key trade setups with my community. Join me on WhatsApp: wa.me/13172287111

🚨 The U.S. stock market is sending a message. The AI trade is no longer getting a free pass. After Wednesday’s rebound, futures turned lower as investors digested $META and $TSLA earnings. Thursday’s selloff has put growth stocks back under pressure. Here’s what matters: • AI spending: Revenue growth is impressive, but investors want proof that massive capex will translate into durable earnings and free cash flow. • Oil & inflation: Brent crude above $112 adds another layer of uncertainty around inflation, rates, and risk appetite. • Market rotation: Capital is becoming more selective. Strong fundamentals alone may not be enough when expectations and valuations are stretched. My take? This isn't necessarily the end of the bull market. It's a shift from buying the AI narrative to demanding evidence of ROI. Watch earnings quality, free cash flow, Treasury yields, and market breadth—not just the Nasdaq. The next winners won't simply be the companies spending the most on AI. They'll be the ones proving they can turn that spending into shareholder value. Stay disciplined. Let the data lead. 📊 #Stocks #Markets #AI

The 705 level is definitely one to watch closely. 👀 The massive volume in put options could signal aggressive hedging or speculative positioning; however, volume alone doesn't tell us whether traders are opening new bearish positions or closing out existing ones. I am monitoring how $QQQ behaves near 705, with 700 serving as the next key level of downside support. The real trading edge lies in observing how the price reacts, rather than just focusing on where the options volume is concentrated. Since I cannot always respond promptly on Twitter, feel free to reach out via WhatsApp to discuss market analysis: wa.me/13172287111

$QQQ : The next move matters more than today's selloff. The Nasdaq-100 ETF dropped roughly 2.6% on Thursday as pressure spread across mega-cap tech and semiconductors. Here's my framework: 📉 $704–707: Near-term support. A decisive breakdown could open the door to further downside. 📈 $726–729: Resistance. Bulls need to reclaim this zone to start repairing the short-term structure. But price levels alone don't tell the whole story. I'm watching 3 things closely: • Semiconductor leadership — is AI-related selling stabilizing? • Treasury yields — are financial conditions becoming more restrictive? • Market breadth — is weakness spreading beyond mega-cap tech? My take: Short-term momentum remains fragile. But a pullback isn't automatically a buying opportunity, and one red session doesn't confirm a bear market. The key is to wait for confirmation, manage risk, and let price action lead. I share my market analysis, key levels, and trade setups with my community. 📩 Join me on WhatsApp for more market insights and ongoing discussion: wa.me/13172287111 Stay disciplined. Trade the setup, not the emotion. #QQQ #Nasdaq #StockMarket #Trading

Broad risk-off tape today. Heatmap is deep red across mega-caps — NVDA, GOOGL, LLY and the rest all in the red as AI spending skepticism resurfaces post-Meta/Tesla and oil spikes on Middle East headlines. Tech leading the decline after yesterday’s bounce

@StockMKTNewz Meta’s ~$825B future AI lease/contract commitments are enormous. The key question is ROI and cash flow impact versus peers

Solid call. LLY is up 119% since Citrini’s Nov 2023 note ($581 → ~$1,270), as the GLP-1 franchise (Mounjaro/Zepbound) scaled revenue from ~$34B to a $85–87B 2026 guide and pushed the market cap to ~$1.2T. The easy multiple expansion is largely done (trailing P/E ~43x). Further upside now hinges on volume, manufacturing, orforglipron, next-gen pipeline, and competition/pricing versus Novo.

$GOOG just cracked its 50-week moving average. This is not noise. The level is slipping and the chart is showing real damage for the first time in a long while. The 200-week moving average sits near $200. That is the line that has held every major washout in Alphabet’s history. If price ever gets handed to you anywhere close to that zone, you do not hesitate, you do not overthink, and you do not wait for confirmation. Have the cash ready. When the market gives you Alphabet at the 200-week, you buy with size. Everything else is secondary.

@Mr_Derivatives I’d lean $NVDA for growth, but $JPM for risk-adjusted value. $XOM adds an inflation hedge. Forward P/E alone doesn’t tell the whole story—earnings durability matters

@AshCrypto $750B wiped out is a brutal signal. Oil above $112 and AI jitters are fueling risk-off sentiment. Watch volatility—don’t trade on headlines alone.

@macmilly414 @AshCrypto Thanks for the follow, my friend! If you have any questions about stocks or the market, feel free to DM me on WhatsApp anytime. wa.me/13172287111?te… Wishing you profitable trades! 📈

$META : The business is strong. The market wants proof that AI spending will pay off. Meta just delivered 26% revenue growth, with ad impressions up 10% and average ad prices up 14%. The core advertising engine is firing on all cylinders. But there’s a catch. 2026 capex is now expected to reach $135B–$145B, Q3 free cash flow turned negative, and management plans to keep investing aggressively in AI into 2027. Strip out the $9.9B legal charge, and underlying operating income would have grown roughly 11% YoY. So this isn't simply a story about slowing fundamentals. It's a debate over capital allocation, cash flow, and the return on AI infrastructure. The bull case: AI keeps improving ad monetization, while new products unlock additional revenue streams. The bear case: Spending compounds faster than the earnings and cash flow it generates. My takeaway: Watch the return on invested capital, not just the AI narrative. META's next leg higher will need more than revenue growth. It will need evidence that today's massive AI investments can generate durable shareholder value. Not investment advice.

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@IngaMajor @Brownmoose Thanks for the follow, my friend! If you have any questions about stocks or the market, feel free to DM me on WhatsApp anytime. wa.me/13172287111?te… Wishing you profitable trades! 📈

$TLT is quietly fighting its way back. 👀 After getting crushed in September, it has bounced nearly 5% off its October lows. Now it’s pushing back toward the 50-day moving average. Not bad for a “slow-moving” bond ETF. PS: Some people say charting $TLT is pointless, just like charting the $VIXY . I say stay in your lane. You chart whatever you want, baby. The market doesn’t care what you think is chartable. It cares whether you can read the price action and find an edge. If it helps you make money, keep charting. 📈