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DoTrading
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10-17

TECH SELLOFF DEEPENS - THE AI TRADE FACES A MAJOR TEST

Wall Street ends the week under pressure as investors rethink the AI rally and shift toward more defensive sectors. Friday brought another sharp reversal in market sentiment. Technology stocks came under heavy selling pressure, dragging the Nasdaq lower and raising fresh questions about the sustainability of the AI-driven bull market. But beneath the headline losses, another story is unfolding: investors are increasingly looking beyond technology for opportunities. Stocks NASDAQ LEADS THE DECLINE The major indexes finished Friday in the red, with tech stocks bearing the brunt of the selloff. $NASDAQ(.IXIC)$ : −2.14% on Friday, −4.5% for the week S&P 500: −1.09% on Friday, −2.0% for the week Dow Jones: −0.34% on Friday, but +0.7% for the week
TECH SELLOFF DEEPENS - THE AI TRADE FACES A MAJOR TEST
TOPgroovix: Healthy profit taking to me. Nasdaq down 4.5% for the week sounds ugly, but AI capex is still early and Meta plus Tesla earnings should reset the narrative
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JaminBall
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10-17

AI’s Biggest Bottleneck Isn’t Intelligence, It’s Adoption

Andrej Karpathy had a really interesting post on X over the weekend: Here’s the tweet in a visual funnel format I think this diffusion question is a really important one. In particular, how quickly does AI diffuse? What Karpathy’s X post shows (in his opinion) is that diffusion is happening slower. PNC research shows that only ~2% of US households are paying for some sort of AI service. What is the diffusion gap? It’s the delta between what you can accomplish with models (ie how powerful they are) and how the average person uses models. Here’s why I think it matters. A big question in the market today is “will the revenues match the promised CapEx commitments.” It’s a big reason why all the semi-cap stocks got clobbered this week, and questions like “Will
AI’s Biggest Bottleneck Isn’t Intelligence, It’s Adoption
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Shernice軒嬣 2000
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10-17

How a Failed 1900 Tyre Pamphlet Became a Multi-Million-Dollar Death Trap for Chefs

Muthu boy’s Prata Stall Has No Michelin Star Every single Sunday, like clockwork, you show up at my stall. You order your usual—two crispy egg pratas drowned in extra fish curry—and then, with a mouthful of dough, you look me dead in the eye and ask: "Boss, why your stall still no Michelin star?" Boss , look around. Charcoal fire, aluminium table, tissue paper for napkin. Michelin people never come here. Maybe they scared of the chilli. But let me tell you something funny. That little red star that can make a chef cry, kill himself, or become rich overnight… it started from a tyre company that couldn’t even give away their free book. Sit down. Eat your prata. I tell you the whole story. Chapter 1: The Chef Who Never Woke Up24 February 2003.  Small town of Saulieu, France. Three-M
How a Failed 1900 Tyre Pamphlet Became a Multi-Million-Dollar Death Trap for Chefs
TOP1PC: Nice Sharing 😁 I finished the Prata eggs set...so when is Muthu 's Prata Star ✨⭐ ETA [Tongue]. @Barcode @DiAngel @Aqa @koolgal @JC888 @Shyon
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3.39K
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PeterDiCarlo
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10-17

$CIFR Down Nearly 40% — A Tough Loss, but the Process Stays the Same

Extremely surprising and honestly the worst-case scenario. I was not expecting $Cipher Mining Inc.(CIFR)$ to move this far this quickly. The stock is down nearly 40% from the weekly smart money zone. When trading high-volatility names like this, large moves are always possible, but I was not anticipating this kind of decline in such a short period. Looking back, I would not have done anything differently. Price was pulling back into the smart money zone, bounced multiple times from it, and technically, I had to wait for the weekly candle to close. While it sucks to take the loss, I’m going to roll the position into something else. Honestly, I would not change anything about how I handled this trade. Proper entry. Proper size. Had to wait for weekl
$CIFR Down Nearly 40% — A Tough Loss, but the Process Stays the Same
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3.56K
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jfsrevg
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10-17

🔥 WEEKLY STOCK MOVERS | 20 TICKERS TO WATCH

Hi Tigers! 🐯 Here are this week’s strongest-moving stocks with over $100M in dollar volume, grouped by industry. Where is the action concentrated? 👇 💻 Software – Application$Atlassian Corporation PLC(TEAM)$ $Procore Technologies(PCOR)$ $ServiceNow(NOW)$ $Lyft, Inc.(LYFT)$ $Docusign(DOCU)$ $Salesforce.com(CRM)$ $Bending Spoons S.p.A.(BSP)$ 🛍️ Retail & E-Commerce
🔥 WEEKLY STOCK MOVERS | 20 TICKERS TO WATCH
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4.24K
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Trend_Radar
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10-17

$Alphabet(GOOGL) Drops -2.47%: AI Giant Tests Key Support at $340, Rebound or Deeper Correction?

📊 Market Recap As of the close on October 16, 2026 (America/New_York), 'GOOGL' settled at $340.59, down -2.47% (-$8.63). The stock is now approximately 16.6% below its 52-week high of $408.61, with after-hours trading slipping further to $340.69. The pre-market quote on October 16 was $348.50, indicating sustained selling pressure into the close. The sharp pullback from the $350.66 intraday high pushed the stock toward its primary technical support near $339. The decline was accompanied by a volume ratio of 1.30, suggesting above-average turnover as holders locked in profits following the prior multi-week rally. 🚀 Key Drivers Valuation Reset Pressures: Forward P/E has compressed to 16.96, well below its historical average of 22.37, signaling that the market is pricing in slower near-term e
$Alphabet(GOOGL) Drops -2.47%: AI Giant Tests Key Support at $340, Rebound or Deeper Correction?
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4.91K
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Trend_Radar
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10-17

$AXT Inc (AXTI) Plunged -11.12%: Semiconductor Equipment Rout Drops AI-Backed Gallium Arsenide Pl...

📊 Market Recap As of the October 17, 2026 U.S. session, 'AXTI' closed at $51.47, down -11.12% with an intraday amplitude of 10.38%. The stock is now trading roughly 64% below its 52-week high of $143.16, though still far above its 52-week low of $4.35. A sharp post-hours print near $52.00 and a weak pre-market quote of $56.27 suggest selling pressure extended beyond regular trading. 🚀 Key Drivers Sector-wide semiconductor slump: Semiconductor equipment names broadly weakened, with Applied Materials, Lam Research, KLA, and Teradyne all closing lower, dragging 'AXTI' down in a risk-off tape for the group. Elevated short interest: Short volume ratio climbed from 11.11% on October 7 to 16.88% by October 14, indicating increased bearish positioning into the decline. High turnover and volatility
$AXT Inc (AXTI) Plunged -11.12%: Semiconductor Equipment Rout Drops AI-Backed Gallium Arsenide Pl...
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Trend_Radar
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10-17

$Meta Platforms, Inc.(META) Drops -3.72% After Hours: AI Model Buzz Fades, $750 Resistance Holds

📊 Market Recap As of the latest New York session, 'META' closed at $709.325, down -3.72% from the prior close of $736.72. The stock now sits roughly 9.0% below its 52-week high of $779.82, with intraday trading ranging from $702.71 to $738.49. After-hours quotes showed further pressure near $709.95, suggesting near-term sentiment remains cautious despite fresh AI-related headlines. 🚀 Key Drivers Open AI Model Launch: Meta reportedly released a new open AI model and partnered with Apple to run it on Mac, but the positive catalyst failed to sustain buying momentum into the close. Profit-Taking After Rally: With the stock previously trading near $750 resistance, a -3.72% pullback reflects broad-based de-risking rather than a fundamental shift. Macro/AI Sentiment Cooling: Elevated short-volume
$Meta Platforms, Inc.(META) Drops -3.72% After Hours: AI Model Buzz Fades, $750 Resistance Holds
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2.85K
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Trend_Radar
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10-17

$NVIDIA (NVDA) Drops -1.43% to $214.13: Oversold AI Giant Retests $194 Support, $225 Resistance i...

📊 Market Recap As of the October 17 close, 'NVDA' finished at $214.13, down -1.43% (-$3.10). The stock remains in a short-term corrective phase, trading roughly 12% below its 52-week high of $243.37, while holding well above the 52-week low of $164.27. Pre-market strength near $216.52 faded into the regular session, leaving price near the low end of the day's $213.32-$218.68 range and signaling continued distribution pressure. 🚀 Key Drivers AI Chip Design Partnership: 'Nvidia' and ChipAgents launched a joint Build-A-Chip-Bench benchmark to evaluate autonomous AI reasoning, timing, power, area, and physical verification across the complete chip design flow, reinforcing NVDA's AI infrastructure leadership narrative. Elevated Short-Selling Pressure: Short volume jumped to 11.14 million shares
$NVIDIA (NVDA) Drops -1.43% to $214.13: Oversold AI Giant Retests $194 Support, $225 Resistance i...
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3.05K
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Trend_Radar
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10-17

$Moderna (MRNA) Drops -7.82% After Hitting 52-Week High: Cancer Vaccine Momentum Meets Profit-Tak...

📊 Market Recap Moderna, Inc. ('MRNA') closed at $218.01 on October 17, 2026, down -7.82% from the previous close of $236.50. The stock traded in a wide range of $208.92 to $237.96, with turnover rate reaching 5.34%. Despite the sharp pullback, 'MRNA' remains only about 10% below its 52-week high of $242.29, reflecting the intense tug-of-war between cancer vaccine optimism and profit-taking pressure. 🚀 Key Drivers Cancer Vaccine Narrative: Positive Phase III results for Moderna's mRNA cancer vaccine combined with Keytruda have reshaped its oncology pipeline story, sending the stock up more than 650% year-to-date. NIH Partnership Catalyst: Reports that the National Institutes of Health is part of a public-private partnership to accelerate cancer vaccine development boosted sentiment across t
$Moderna (MRNA) Drops -7.82% After Hitting 52-Week High: Cancer Vaccine Momentum Meets Profit-Tak...
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3.39K
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OptionsDelta
·
10-17

Crazy! Korea's market fell 17%, but the S&P 500 is up 1.2%!

The value of Trump accounts auto-investing in the S&P 500 keeps looking better. Semiconductors crashed, dragging Korea's KOSPI down 17% for the month. SOXX fell 9.5% for the month. But as of Friday premarket, the S&P 500 is up 1.2% this month. The chain selling that usually hits U.S. stocks after a sector crash didn't happen this time. To keep the index balanced, consumer and healthcare sectors are being pushed to the limit. The market makers are really working overtime to herd money where they want it. The popular story that Democrats sweeping the House would crack down on AI sounds reasonable. But guess which party Nancy Pelosi — Congress's stock-trading star — belongs to. She bought NVDA and BE stock and calls. $iShares 20+ Year Treasury Bon
Crazy! Korea's market fell 17%, but the S&P 500 is up 1.2%!
TOPSkywolftako: Can I know where do you see or get the call/put open interest trends?
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OptionsBB
·
10-16

10/16 Strategy Preview | AI Cools Off, Money Runs to Safety

① What Happened Today AI computing power is being questioned. Earnings season will decide if the rally can continue. AI supply chain under pressure: The world's top 20 tech stocks lost over $1 trillion in market value this week. The market worries whether huge AI investments will pay off. Nvidia's Jensen Huang pushed back on the idea that the market relies too much on a few AI companies. He said compute demand also comes from businesses, cloud services, and traditional computing. Short-term focus: can Nvidia keep confidence in the AI supply chain steady? Tesla up over 3% premarket: The "flying supercar" Roadster was shown. The new car uses SpaceX rocket propulsion tech, showed mid-air flips, and is planned for 2028 mass production. The news boosts excitement about Tesla's tech innovation.
10/16 Strategy Preview | AI Cools Off, Money Runs to Safety
TOPpixiezz: Jensen's point actually matters more than today's rotation. If demand is coming from enterprise and cloud too, the AI spend story is way broader than just a few names
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Shyon
·
10-15
I see this as a valuation reset rather than the end of the AI story. AI demand remains strong, but investors are becoming more selective about capital spending, financing costs and cash flow. Growth alone is no longer enough when valuations are stretched. Personally, I would consider healthcare and consumer staples for diversification, as their earnings tend to be more resilient. However, I would not chase defensive stocks simply because they are outperforming. Valuation and cash flow still matter, especially in a higher-for-longer interest rate environment. For my portfolio, I prefer to stay disciplined rather than react to short-term rotations. I will monitor Treasury yields, earnings and technical levels while continuing to accumulate quality companies patiently on pullbacks. Consisten
I see this as a valuation reset rather than the end of the AI story. AI demand remains strong, but investors are becoming more selective about capi...
TOPbreezzi: Yield curve matters as much as the headline rate here. A deep inversion usually hits long-duration growth harder, while staples and healthcare only work if cash flow quality holds up
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3.08K
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PawsAndProfits
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10-16

Start of a bloodbath? Or just a false alarm?

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Technology Select Sector SPDR Fund(XLK)$ $Roundhill Memory ETF(DRAM)$ $VanEck Semiconductor ETF(SMH)$ $Utilities Select Sector SPDR Fund(XLU)$ $Communication Services Select Sector SPDR Fund(XLC)$ So the real bloothbath finally started today, with 80 billion dollars wiped out from the AI sector in a single day. The sector did bounce back a little towards end of trading day, but could this be a start of a bearish momentum carrying into en
Start of a bloodbath? Or just a false alarm?
TOPLeeTed: Trend matters, but if your trend is just one ugly session that is not trend. For XLK and SMH I still care more about the earnings path than the panic
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Lanceljx
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10-16
I would focus on HBM rather than chase a broad memory rebound. SK Hynix still has the strongest technology and market position in HBM, while Micron may offer the more interesting catch-up story if it continues gaining HBM share and securing long-term AI orders. Micron has also said demand should exceed supply through 2027 and 2028, which suggests CXMT’s expansion may not immediately create an industry-wide glut. CXMT is a genuine longer-term threat, especially in conventional server DRAM, but advanced HBM remains much harder to replicate at scale. SanDisk and WDC could recover with strong data-centre storage demand, but that is a somewhat different AI infrastructure thesis and I would rank it behind HBM for now. My preference: SK Hynix technology lead > Micron HBM share gains > SanDi
I would focus on HBM rather than chase a broad memory rebound. SK Hynix still has the strongest technology and market position in HBM, while Micron...
TOPSteveWatson: HBM is where the bubble looks hottest to me. If Micron and SK Hynix capex keeps accelerating, that supply gap can close a lot faster than the 2027 to 2028 story implies
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JC888
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10-16
Mkt reaction to TSLA's Thursday event, where the next-generation Roadster attached with SpaceX cold-gas thrusters & fan suction—was a mix of awe over the technical spectacle and widespread skepticism regarding its commercial viability. Still it exacted a reaction. So far, TSLA is poised to open higher on Friday (+3.98%).  Is redemption on the card? Whatever the case might be, stay cool and observe first.

TSLA Q3 : from EVs to Robotics, AI & FSD ?

@JC888:
$Tesla Motors(TSLA)$ enters next week’s quarterly earnings announcement with (a) a delivery beat, (b) a still-expensive valuation, and (c) an unusually high burden of proof on its robotics & autonomy ambitions. The immediate question though is whether: Market will reward the operational resilience shown in Q3. Discount TSLA for slow progress in the businesses that now dominate its valuation. Deliveries beat, Elusive growth. For Q3 2026, TSLA delivered 486,532 vehicles, down by -2.0% YoY, but ahead of Bloomberg’s estimates of 463,761 vehicles and TSLA’s own compiled forecast of 462,000. After the announcement on 02 Oct 2026, shares rose more than +2.0% in premarket trading; proving that the company could still outperform despite the expiration
TSLA Q3 : from EVs to Robotics, AI & FSD ?
Mkt reaction to TSLA's Thursday event, where the next-generation Roadster attached with SpaceX cold-gas thrusters & fan suction—was a mix of awe ov...
TOPBarbaraWillard: Cold-gas thrusters are cool engineering, but thermal load and energy management in mass production are the real headache. That 3.98% pop feels more like spectacle premium than redemption
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Shyon
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10-16
Honestly, I feel like I've unlocked the ultimate achievement of experiencing all 8 of these painful trading moments firsthand. From watching a stock rocket right after I sold to holding a bag after buying the top, the market always finds a way to humble us. The one that definitely hurt the most is #5: Big gains on paper… but now it’s red. Watching a position sit comfortably at +50% and refusing to lock in profits, only to ride it all the way down into a 10% loss, is a unique kind of emotional damage. Another classic facepalm moment is #7: Picked the winner... but bought too little. I remember nailing the research and picking a massive winner, but only putting in a tiny allocation, watching it surge +100% while my heavy-conviction positions stayed completely flat!
Honestly, I feel like I've unlocked the ultimate achievement of experiencing all 8 of these painful trading moments firsthand. From watching a stoc...
TOPwigglyz: #7 is just sizing pain, not the market humbling you. That +50% to -10% roundtrip hurts more because the exit plan was never really there lol
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Tiger_Earnings
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10-16

[Events] Tesla's Roadster Stuns. Will TSLA Take Off?

Tesla just made a car fly. Now comes the harder part: convincing Wall Street it can deliver stronger profits. $Tesla Motors(TSLA)$ On Thursday, Elon Musk unveiled the long-awaited next-generation Roadster, complete with SpaceX-developed thrusters that allowed the car to drive upside down, flip through the air and land on its wheels. The prototype also demonstrated a 0–60 mph time of less than one second. Investors liked what they saw. Tesla shares jumped 4.4% in early premarket trading Friday, But there's a catch. The Roadster was first unveiled in 2017, initially promised for 2020, and isn't expected to enter production until 2028. Musk has also acknowledged that the sports car is unlikely to make a meaningful contribution to Tesla's finances. Th
[Events] Tesla's Roadster Stuns. Will TSLA Take Off?
TOPblurblfron: that video is of a marketing stunt. Amazing to see that work, but it is a long way from that to "a flying car", by which I mean something where you can actually go somewhere in the air. The marketing does seem to be effective so far though: "earnings of 45 cents per share" that cost (now) over $350
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SmartReversals
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10-16

Four Charts, Four Different Signals 📊

Hi Tigers! 🐯 Let’s look at four names on the radar today. Some are holding constructive setups, while others need to reclaim key levels before the bullish case strengthens. 📈 $Meta Platforms, Inc.(META)$ — The breakout remains solid above the 20DMA. A break below that average could open the way to the lower Bollinger Band, but there’s no reason to anticipate that move before the blue line breaks. For this week, keep 725.9 on your radar. 🎯 $Netflix(NFLX)$ — Yesterday’s analysis highlighted a constructive setup, and the follow-through delivered. The price action played out as expected. 💪 $Qualcomm(QCOM)$ — Wednesday’s resilience hinted at a bounce, and Thursday’s r
Four Charts, Four Different Signals 📊
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1.64K
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SmartReversals
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10-16

Semiconductors continue struggling while other sectors bounce

An interesting divergence is playing out in the market. While the $Dow Jones(.DJI)$ is currently in the green for the week +1%, the $NASDAQ 100(NDX)$ and $S&P 500(.SPX)$ are down -3% and -0.9%, respectively. A major sector rotation is underway: Semiconductors ( $VanEck Semiconductor ETF(SMH)$ ): Down -7.4% on the week, driven by sharp pullbacks in individual names like $Micron Technology(MU)$ (-9.5%), $Advanced Micro Devices(AMD)$ (-7.5%), and $NVIDIA(NVDA)$ (-5%). Defensives & Value: Consum
Semiconductors continue struggling while other sectors bounce
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