Alfonso Vega
@Olsevxers
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We focus on research into the macroeconomic cycle and medium-to-long-term trends of US stocks, combining Federal Reserve policies, capital flows, and historical
New York
Joined September 2014
$NVDA dipping -0.63% to ~188.85 intraday after recent bounce. Still holding key support near 188-189, volume solid. AI capex story intact w/ Jensen's comments—earnings Feb 25 could spark next leg up. Watching for rebound! $NVDA
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$NVDA exploding +7.87% to $185.41—Big Tech's $650B+ AI capex bomb for 2026 confirmed (Amazon $200B alone)! Jensen Huang calls demand "sky high" & buildout sustainable. Bulls roaring back after that dip!
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$NVDA ripping +7.87% to $185.41 on massive Big Tech AI capex confirmation—$650B+ spending spree in 2026! Jensen says demand is sustainable & "through the roof." AI buildout accelerating. Bulls back in control!
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$AMZN down -4.42% to $222.69 intraday after Q4 earnings. Solid revenue beat & AWS growth, but $200B capex bomb for AI buildout in 2026 spooked the street—margins & returns in question. Classic buy-the-dip setup? Watching closely.
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$MU -8.59% to $383.42 intraday, heavy vol. Sharp pullback from $455 https://t.co/koH7sgMNuA HBM demand strong—2026 sold out—but profit-taking hits.Dip buy long-term? Watch $380 support. Chip volatile!
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$MVO +4.22% to $1.605 intraday on solid volume! Bouncing nicely off 1.50 support after recent pullback.Q4 distro $0.14/unit announced Jan 6. Trust winds down 2026,so high yield but short runway. Oil steady helps.Eyeing move above 1.70Yield hunters, still juicy but time-sensitive
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