Gilly87

Long-term investor

    • Gilly87Gilly87
      ·08-26 11:14

      MEET ATLAS AI SCANNER

      Using the latest AI programs and a cluster of APIs, I have built a scanner named ATLAS. It’s been running for a few weeks and is showing some good results. Over time, I will share what it has recovered in the market. Today’s scan landed me with $Atai Beckley Inc(ATAI)$ Rather than chasing hype, Atlas scores multiple pieces of trading evidence and produces a calibrated confidence rating based on the available data. 📊 Confidence: 76.0 / 100 ⚡ Trend: 100 📈 Momentum: 57 🔥 Volume: 91 🛡️ Risk Score: 98 The scanner also shows: • Reliability: 87% • Evidence Coverage: 62% • Agreement: 69% • Historical calibration based on 35 comparable outcomes 🎯 Atlas Technical Levels Entry: $7.44 Stop: $7.15 Target: $8.03 I'm not treating this as a guaranteed winner — th
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      MEET ATLAS AI SCANNER
    • Gilly87Gilly87
      ·08-25

      📈 THE MARKET'S FLYING — BUT I'M NOT CHASING IT

      The S&P 500 recently pushed into record territory, but this is exactly where I think discipline becomes important. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ When markets are running hard, FOMO can make everything look like a buy. 🐂 WHY I'M STILL BULLISH • AI investment remains a major growth driver • Strong companies continue delivering earnings growth • Cooling inflation could support equities • Lower yields would provide another tailwind ⚠️ WHY I'M STAYING CAUTIOUS • Some tech valuations are getting stretched • Semic
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      📈 THE MARKET'S FLYING — BUT I'M NOT CHASING IT
    • Gilly87Gilly87
      ·08-25

      💰 Stocks to Watch

      Interesting setup heading into this week. 👀 📉 Tech / AI The Nasdaq finished lower as semiconductors came under pressure ahead of NVIDIA's earnings. $NVIDIA(NVDA)$ It’s my main AI watch. I'm not interested in chasing it before earnings — I want to see whether the numbers and guidance confirm that AI demand is still strong. A strong reaction could bring momentum back into the broader semiconductor sector. 🥇 GOLD MINERS Gold is the area I'm watching most closely. Gold has pushed back above $4,600/oz, with concerns around U.S. debt, the dollar and Treasury yields helping drive demand. My gold watchlist: $Newmont Mining(NEM)$ $VanEck Gold Miners ETF(GDX)$ ⭐ NEM — Newmon
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      💰 Stocks to Watch
    • Gilly87Gilly87
      ·08-25

      Gold is moving again.

      Spot gold pushed above $4,600/oz, reaching its highest level in more than three months as Treasury yields weakened and concerns around U.S. debt and the dollar returned to centre stage. The interesting part isn't just the price. 🇺🇸 Treasury has expanded its long-term bond buyback program 📉 Long-term yields initially dropped 💵 The dollar came under pressure 🥇 Gold and gold miners rallied ₿ Bitcoin also responded strongly Ray Dalio has been warning that rising sovereign debt and currency devaluation could become a major problem — and has argued that roughly 10–15% gold exposure can make sense as a portfolio diversifier. But there's another side. Gold is still recovering from its January record rather than breaking into completely new territory, and a hawkish Fed or hotter inflation data coul
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      Gold is moving again.
    • Gilly87Gilly87
      ·08-10
      $NVIDIA(NVDA)$ All the way up! 
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    • Gilly87Gilly87
      ·08-03
      606Comment
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    • Gilly87Gilly87
      ·07-26
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    • Gilly87Gilly87
      ·07-22

      🥊🥊NEBIUS VS NVIDIA🥊🥊 - Who wears the Crown 👑

      $NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype. That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something w
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      🥊🥊NEBIUS VS NVIDIA🥊🥊 - Who wears the Crown 👑
    • Gilly87Gilly87
      ·07-20

      Netflix - Are you still watching ?

      A 50% pullback definitely gets my attention, but it doesn't automatically make Netflix a bargain. The streaming business isn't as easy as it was a few years ago, with fierce competition and massive content costs eating into margins. The market wants to see subscriber growth pick up again before rewarding the stock. $Netflix(NFLX)$ $Netflix 3xLongSG280725(9E7W.SI)$ $Netflix 3xShortSG280725(WWRW.SI)$ That said, I wouldn't write Netflix off. It's still one of the biggest names in streaming, generates strong cash flow, and the move into AI-powered content production could help lower costs over time if executed well. If management can prove there's another growt
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      Netflix - Are you still watching ?
    • Gilly87Gilly87
      ·07-20

      Buy the Dip?

      I think it's still a bit early to be loading up on memory stocks. The AI story is still intact, but memory has always been one of the most cyclical parts of the semiconductor market, and when sentiment turns, these names can fall a lot faster than they climbed. $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ That said, I'm definitely watching MU closely. If we see the selling start to slow, guidance remains strong, and demand from AI data centres continues, this could become a great lo
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      Buy the Dip?
     
     
     
     

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