Connor Blake @ConnorBlake32

THE BULL CASE VS. THE BEAR CASE FOR AI STOCKS TODAY The bulls say: SMCI's outlook points to resilient AI infrastructure demand. SpaceX's results are adding momentum to the AI narrative. Chipmakers are showing signs of a premarket rebound. The bears say: Oil above $110 keeps inflation risks alive. AI infrastructure spending still requires massive capital. One strong earnings report doesn't fix every valuation concern. My take? Both sides have a point. If the rally broadens and earnings guidance stays strong, buyers could regain control. If oil spikes and tech reverses after the open, today's optimism could fade fast. I'm staying flexible until the market confirms a direction. Which side are you on today — bulls or bears? #BullVsBear #AIStocks #Nasdaq #MarketSentiment #Trading #Investing

A Green Premarket Doesn’t Erase a Rough Week. Stocks are bouncing, but investors still have questions about AI valuations, debt, and returns on capital. I’m open to a recovery, but I want to see follow-through first. #MarketSentiment #AIStocks #NASDAQ #BullMarket #BearMarket

Tesla Is on My Watchlist, but Here’s What Matters. The upcoming earnings report could bring fresh volatility. I’ll be watching delivery trends, margins, cash flow, forward guidance, and management’s outlook on growth. #Tesla #TSLA #EarningsSeason #EVStocks #GrowthStocks

Inflation Is Still Calling the Shots Hot producer-price data has complicated the rate outlook, even as Treasury yields pulled back on Thursday. I'm watching yields and Fed commentary closely. #Inflation #PPI #TreasuryYields #FederalReserve #MacroTrading #StockMarket

Strong Chip Demand Doesn't Cancel Macro Risk TSMC's record results support the long-term AI demand story, but investors are also weighing higher rates and uncertainty around 2027 spending. I'm watching TSM, NVDA, and semiconductor equipment stocks for relative strength. #TSMC

Big Money Is Watching Bank Earnings Bank of America, Morgan Stanley, BlackRock, and State Street are on today's earnings radar. The market wants more than a headline beat: trading revenue, credit quality, and forward guidance matter. #BankStocks #EarningsSeason #Financials

Look Beyond the Chip Trade Microsoft’s AI chip push is another reminder that the AI race is expanding beyond a handful of semiconductor names. Cloud infrastructure and enterprise software deserve a closer look, but execution matters. #Microsoft #CloudComputing #EnterpriseAI

📋 Friday Watchlist: Three Trades Worth Tracking, Not Blindly Chasing. NVDA and AMD: Can chip stocks extend the premarket rebound? VZ and TMUS: Does telecom selling continue after the SpaceX news? DAL: How will investors digest the weaker earnings outlook? #TradingWatchlist

Not gonna lie, I don’t love this setup. Oil is ripping. Yields are high. Futures are red. Geopolitical headlines are everywhere. And some of the hottest AI names are finally getting hit. But I’m not panic-selling either. I #StockMarket #Trading #AIStocks #WallStreet

Strong earnings vs. expensive money. If earnings keep beating expectations, stocks can absorb higher yields. If earnings disappoint while yields keep rising, valuation becomes the problem very quickly. #MarketWatch #StockMarket #Earnings #TreasuryYields #OilPrices #WallStreet

Here’s a theme I think traders may be underestimating: power. AI data centers are creating huge electricity demand, which puts nuclear, utilities, grid equipment and power infrastructure back on the radar. Sometimes the best AI trade isn’t an AI ticker. #AIStocks #NuclearEnergy

Good morning, traders. Futures are mostly flat to slightly lower after another strong week for U.S. stocks. The setup feels more like a pause than a reversal. I’m watching yields, AI leaders and fresh corporate catalysts before making a bigger market call #AIStocks #Nasdaq #SP500

US Market Morning Brief — Aug. 31 🇺🇸 Futures: Slightly lower 🛢️ Oil: Above $90 🏦 Fed: More hawkish 📈 NVDA: Holding up ⚡ Energy: Stronger 📊 Jobs report: Friday Today's market is all about inflation vs. growth. #MarketBrief #Stocks #SP500 #Nasdaq #Fed #Oil

For the last few sessions, the question was: “Are Nvidia’s earnings good enough?” Now the question is: “Are valuations too high?” That’s a completely different market. When fundamentals are strong but valuations are #StockMarket #WallStreet #Investing

Today's bearish scenario is different. NVDA pops premarket but can't hold the move. That would tell me expectations were already very high. In that case, watch for profit-taking across high-beta AI names. #NVDA #AIStocks #StockMarket

Nvidia's earnings could become the market's biggest sentiment test of the summer. Beat expectations → AI momentum stays alive. Miss expectations → valuation becomes the story. Simple, but important. #NVDA #AIStocks #StockMarket

This wasn’t just another green close. Risk appetite came back with force. • Nasdaq +2.69% • S&P 500 +1.90% • Dow +1.88% • Semiconductors gained nearly 7% Oil dropped roughly 5%, Treasury yields eased, and strong AI earnings pushed capital straight back into software, chips, and infrastructure. The important part was the breadth. Money moved into high-growth tech and industrial cyclicals at the same time. That’s a healthier signal than a rally carried by two or three mega-caps. Still, after several strong sessions, tomorrow becomes a test of follow-through. If semiconductor leaders hold their gains and the broader market keeps participating, this move has room. If leadership narrows quickly, expect profit-taking. I’m carrying the strongest relative-strength names into tomorrow’s private watchlist. The WhatsApp link is in my profile. #StockMarket #Nasdaq #Semiconductors #AIStocks #WallStreet

Connor Blake @ConnorBlake32

3 months ago

$AEHR generated $50M in revenue last year. It is entering the new fiscal year with $100.6M in effective backlog. That isn’t a normal recovery. It’s a different company beginning to show up in the numbers. For years, Aehr traded like a silicon carbide and EV testing story. Now

0 0 1 2K 0

$SBFM +18.38%. By the time most traders noticed the breakout, the clean entry was already gone. Our group had it on watch before volume and momentum expanded. That’s the real edge—not predicting every candle, but identifying the setup, risk level and invalidation before the trade gets crowded. I’m building tomorrow’s high-volatility watchlist now. Want the names and complete trade plans? Add me on WhatsApp through the link in my profile and send “8.” No chasing. No blind calls. Just prepared setups and disciplined risk management. #Stocks #Trading #Investing #USStocks

Connor Blake @ConnorBlake32

3 months ago

Most traders notice a stock after the easy move is already over. Inside my private group, I share the complete setup before I consider taking the trade—not after the chart starts trending everywhere. Today’s focus: $S*** This is a high-volatility setup. An intraday range of

0 0 0 334 0

$AEHR is doing it again After yesterday’s 14.7% surge, the stock added another 9%+ today and crossed $100. This is exactly why I said the story was bigger than a one-day momentum trade. My original thesis rested on four demand engines: AI processors, silicon photonics, power semiconductors and memory. Today delivered another piece of evidence—a follow-on FOX-XP order from Aehr’s lead silicon-photonics customer to expand production of next-generation optical interconnects. That is the transition I was watching: silicon photonics moving from qualification into manufacturing scale. The $100.6M effective backlog already supports FY2027 revenue guidance of $130M–$150M, representing 160%–200% growth. This rerating is increasingly being backed by booked demand—not just AI headlines. I published the thesis before these back-to-back moves: Yesterday: +14.7% Today: +9% and counting $AEHR: above $100 High risk. High reward. The path toward my original $110–$115 target remains open, but after this run, smart traders protect gains instead of chasing. Want the next thesis before it becomes obvious? The WhatsApp link is in my profile. #AEHR #AIStocks #SiliconPhotonics #Semiconductors #GrowthStocks

Connor Blake @ConnorBlake32

3 months ago

$AEHR generated $50M in revenue last year. It is entering the new fiscal year with $100.6M in effective backlog. That isn’t a normal recovery. It’s a different company beginning to show up in the numbers. For years, Aehr traded like a silicon carbide and EV testing story. Now

0 0 1 2K 0

Most traders notice a stock after the easy move is already over. Inside my private group, I share the complete setup before I consider taking the trade—not after the chart starts trending everywhere. Today’s focus: $S*** This is a high-volatility setup. An intraday range of 10%–40% is possible, but that is not a profit target. Risk management matters more than the headline number. Participants receive: • Planned entry zones • Stop-loss and invalidation levels • Real-time exit alerts • Position-management updates I’m not interested in throwing random tickers at people or chasing every green candle. The goal is to understand the setup, control the downside, and know the exit plan before entering. If you want to see the complete plan instead of hearing about the stock after it runs, add me on WhatsApp through the link in my profile. I’ll send the setup directly. #StockMarket #StockTrading #MomentumStocks #DayTrading #RiskManagement