NASDAQ 100 is down -0.66% after Fed Chair Kevin Warsh raised doubts about AI spending.
Memory and AI stocks are crashing the most on his statement:
$SNDK down 12.5%
$WDC down 7.5%
$MU down 7%
$SKHV down 10%
$INTC down 5%.
Warsh said the AI infrastructure buildout has been impressive, but flagged early signs of overcapacity, specifically in memory chips and related components.
His concern is that investment is outrunning actual monetization, and he cautioned against assuming every AI project will deliver the returns already priced into the market.
Memory and AI stocks are crashing the most on his statement:
$SNDK down 12.5%
$WDC down 7.5%
$MU down 7%
$SKHV down 10%
$INTC down 5%.
Warsh said the AI infrastructure buildout has been impressive, but flagged early signs of overcapacity, specifically in memory chips and related components.
His concern is that investment is outrunning actual monetization, and he cautioned against assuming every AI project will deliver the returns already priced into the market.
$CLRO Breaking Higher — Momentum Building in Telecom Tech
$CLRO showing strong intraday strength on the 60-min chart with a solid push above recent resistance. Volume supportive and structure improving.
The Pure Technicals:
✅ Bullish breakout candle closing near highs
✅ Fonsie Channels turning upward with expansion potential
✅ Clear higher lows forming on the shorter timeframe
✅ Price reclaiming key moving averages with conviction
Price Levels to Watch: Near-term: $8.50 – $9.50 Stretch: $12–$14+
Support: $6.50 – $7.00 zone
Quick DD:
Specialized in telecom equipment and collaboration solutions
Low market cap with room for re-rating on positive catalysts
Positioned in communications infrastructure amid ongoing digital transformation
Watching for sustained volume to confirm the move. Clean technical setup developing here.
$CLRO showing strong intraday strength on the 60-min chart with a solid push above recent resistance. Volume supportive and structure improving.
The Pure Technicals:
✅ Bullish breakout candle closing near highs
✅ Fonsie Channels turning upward with expansion potential
✅ Clear higher lows forming on the shorter timeframe
✅ Price reclaiming key moving averages with conviction
Price Levels to Watch: Near-term: $8.50 – $9.50 Stretch: $12–$14+
Support: $6.50 – $7.00 zone
Quick DD:
Specialized in telecom equipment and collaboration solutions
Low market cap with room for re-rating on positive catalysts
Positioned in communications infrastructure amid ongoing digital transformation
Watching for sustained volume to confirm the move. Clean technical setup developing here.
$AZIO Weekly Breakout Alert — Low Float Setup Gaining Traction
$AZIO printing a clean weekly breakout with strong structure after extended base building. Volume picking up and short interest adding fuel to the move.
The Pure Technicals:
✅ Clear weekly breakout above key resistance levels
✅ Fonsie Channels starting to expand higher post-compression
✅ Bullish candle closing strong with room to run
✅ Higher lows established on the long-term timeframe
Price Levels to Watch:Near-term: $2.50 – $3.00 Stretch targets: $4+
Support: $1.70 – $1.90 zone
Quick DD:
Industrial supplier with lean share structure (~12.5M float)
Notable short interest (~7% of float) creating squeeze potential
Low institutional ownership leaves room for fresh capital inflow
Positioned in industrial space amid broader manufacturing and infrastructure tailwinds
Tight float + technical breakout = high-conviction volatility play.
Watching volume closely for confirmation.
$AZIO printing a clean weekly breakout with strong structure after extended base building. Volume picking up and short interest adding fuel to the move.
The Pure Technicals:
✅ Clear weekly breakout above key resistance levels
✅ Fonsie Channels starting to expand higher post-compression
✅ Bullish candle closing strong with room to run
✅ Higher lows established on the long-term timeframe
Price Levels to Watch:Near-term: $2.50 – $3.00 Stretch targets: $4+
Support: $1.70 – $1.90 zone
Quick DD:
Industrial supplier with lean share structure (~12.5M float)
Notable short interest (~7% of float) creating squeeze potential
Low institutional ownership leaves room for fresh capital inflow
Positioned in industrial space amid broader manufacturing and infrastructure tailwinds
Tight float + technical breakout = high-conviction volatility play.
Watching volume closely for confirmation.
🇨🇭 Global One SI - Prompt
Banks are making way too much money selling dreams to retail investors on unprecedented valuation. Retail investors need to understand -What you own -Can you handle 50-90% decline? Bulls make money Bears make money Pigs get slaughtered
Quick check up on memory & chips... oh dear god
President Trump says New York is making a "terrible decision" by blocking data centers.
Trump says AI data centers are "money machines" that create jobs and generate massive tax revenue.
He claims companies are now moving to states like Texas, Florida, Arizona, and Alabama instead.
Trump also warned the US cannot afford to lose AI infrastructure and data centers to China and other countries.
Trump says AI data centers are "money machines" that create jobs and generate massive tax revenue.
He claims companies are now moving to states like Texas, Florida, Arizona, and Alabama instead.
Trump also warned the US cannot afford to lose AI infrastructure and data centers to China and other countries.
President Trump is expected to meet with U.S. senators on Thursday to negotiate the Clarity Act's ethics rules.
The talks will focus on a provision that could restrict senior government officials, including Trump, from having personal crypto business interests.
Democrats have pushed for the measure after Trump disclosed earning over $1 billion from crypto-related businesses in 2025.
Trump has urged Congress to pass the Clarity Act but has not said whether he would sign a version that limits his own crypto business ties.
The talks will focus on a provision that could restrict senior government officials, including Trump, from having personal crypto business interests.
Democrats have pushed for the measure after Trump disclosed earning over $1 billion from crypto-related businesses in 2025.
Trump has urged Congress to pass the Clarity Act but has not said whether he would sign a version that limits his own crypto business ties.
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✔ I believe that any new leader should bring in the best specialists they can find.
✔ Any central bank is pleased when macroeconomic data moves in the right direction.
✔ In my opinion, the latest inflation data is imperfect and does not reflect the full picture.
✔ In the near term, I believe that investments in AI will contribute to the creation of new jobs.
✔ In the long term, I believe that AI will help to increase wages and employment.
✔ However, during transition periods, AI can lead to significant changes and disruptions.
✔ I have requested access to a number of new AI models.
✔ The impact of AI on demand is being felt faster than on supply.
✔ A one-time price spike does not necessarily mean rising inflation.
✔ Whether AI will exacerbate inflation or not depends on the actions of the Federal Reserve.
✔ Wages have been growing at a moderate pace, but it is not yet clear when wage growth will accelerate due to increased productivity.
✔ The sharp rise in prices in AI is a reality, and I do not want to take this lightly.
✔ Business investment in equipment, technology, and other productive assets makes a huge contribution to GDP, and I believe this trend will continue.
✔ I believe that productivity growth will have a sustained disinflationary effect.
❗️ The Federal Reserve's balance sheet should be as small as possible (#QT) and should only expand in times of crisis.
✔ I would not hesitate if Trump tried to influence the Federal Reserve's policies.
✔ The labor market is in good shape, and I am not sure that the rate cut was the reason for this.
✔ Monetary policy has fueled inflation. Inflation will not be permanent.
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✔ We will review our tools – both the balance sheet and the interest rate – and assess whether any adjustments are needed to combat inflation.
✔ I expect to receive the first reports from the targeted working groups in early September.
✔ None of the inflation indicators are satisfactory.
✔ The labor market is generally balanced.
✔ In my opinion, there is no limit to the pace of economic growth.
✔ The situation with inflation, which is also within the mandate of the Federal Reserve, looks worse.
✔ Significant structural changes are taking place in the labor market.
✔ Perhaps we would have noticed the problem earlier in 2021 if we had been monitoring the money supply. If the Federal Reserve had considered this data, we might have seen the beginning of the inflationary surge sooner.
✔ If AI companies disappoint investors, the inflow of capital will dry up.
✔ The rapid growth of investment in AI and the valuations of AI companies deserve attention.
✔ The central bank is striving for broader economic growth and more targeted control of inflation.
✔ It appears that corporate profits are growing in various sectors of the economy.
✔ If AI does not live up to expectations, a significant portion of the investments in related infrastructure and equipment can still be used for other purposes.
✔ We are already seeing how the construction of data centers is affecting demand in the economy.
✔ Investors should understand what is happening in the economy.
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The first country to make energy, housing and automated labor extremely cheap will become the most powerful country on Earth.
Not through military conquest. Through making abundance irresistible.
Which country gets there first?
Not through military conquest. Through making abundance irresistible.
Which country gets there first?
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📙 Beige Book #FederalReserve:
▫️Economic activity is increasing slightly or moderately in 11 out of 12 districts. Growth is supported by manufacturing, services, tourism, and energy.
▫️Consumer demand has increased slightly, but is significantly constrained by high prices for fuel and everyday goods. Wealthy households continue to spend, while middle- and lower-income households are noticeably saving.
▫️Manufacturing showed modest to moderate growth in most districts. Key drivers include data centers, defense orders, machinery, and the aerospace industry. Supply chains have deteriorated, with longer lead times and higher costs.
❗️The labor market situation has improved: employment increased in 5 districts, while the previous report only noted growth in 1 district. In the remaining 7 districts, employment remained virtually unchanged. Technical specialists and skilled workers are in particularly high demand.
▫️Wages are increasing modestly or moderately. The main reason is competition for skilled workers and adjustments to account for the rising cost of living.
❗️Prices are rising moderately. However, business costs for energy, transportation, and raw materials remain elevated due to the conflict in the Middle East and tariffs. Companies are not always able to fully pass on these increased costs to consumers.
▫️The banking sector is generally stable. Lending volumes have increased slightly. Lending standards have remained largely unchanged or have tightened slightly. Delinquencies on consumer loans have increased slightly due to the burden on households.
❗️Forecasts for the coming months: Continued slight or moderate economic growth is expected. Optimism has increased slightly in some districts. The main risks are high fuel prices, geopolitical uncertainty (the conflict in the Middle East and tariffs), pressure on consumers, and supply chain problems.
▫️Economic activity is increasing slightly or moderately in 11 out of 12 districts. Growth is supported by manufacturing, services, tourism, and energy.
▫️Consumer demand has increased slightly, but is significantly constrained by high prices for fuel and everyday goods. Wealthy households continue to spend, while middle- and lower-income households are noticeably saving.
▫️Manufacturing showed modest to moderate growth in most districts. Key drivers include data centers, defense orders, machinery, and the aerospace industry. Supply chains have deteriorated, with longer lead times and higher costs.
❗️The labor market situation has improved: employment increased in 5 districts, while the previous report only noted growth in 1 district. In the remaining 7 districts, employment remained virtually unchanged. Technical specialists and skilled workers are in particularly high demand.
▫️Wages are increasing modestly or moderately. The main reason is competition for skilled workers and adjustments to account for the rising cost of living.
❗️Prices are rising moderately. However, business costs for energy, transportation, and raw materials remain elevated due to the conflict in the Middle East and tariffs. Companies are not always able to fully pass on these increased costs to consumers.
▫️The banking sector is generally stable. Lending volumes have increased slightly. Lending standards have remained largely unchanged or have tightened slightly. Delinquencies on consumer loans have increased slightly due to the burden on households.
❗️Forecasts for the coming months: Continued slight or moderate economic growth is expected. Optimism has increased slightly in some districts. The main risks are high fuel prices, geopolitical uncertainty (the conflict in the Middle East and tariffs), pressure on consumers, and supply chain problems.
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POV: my portfolio trying to defend any remaining YTD gains
🇨🇭 Global One SI - Prompt
Shield AI has unveiled the X-BAT, a fully autonomous jet-powered aircraft that can take off and land vertically without a runway. The aircraft can fly at altitudes of up to 50,000 feet and has a range of around 2,000 nautical miles. Powered by Hivemind AI…
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X-BAT is on the way.
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Jeff Bezos just described AI in three words that make most of the economy temporary.
Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”
Horizontal enabling layer.
Not a product. Not a platform. Not a feature.
A layer. Underneath everything.
Everyone is asking which AI company wins.
Bezos is telling you that is the wrong question entirely.
A horizontal layer does not produce winners. It produces a new floor. Everything standing on the old one either gets rebuilt or gets erased.
This has happened exactly twice in modern history.
Electricity. The internet.
Both times the same pattern.
The new layer appeared. The old economy kept running above it. Revenue held. Careers continued. Everything looked normal.
Then quietly and permanently the entire structure reorganized around the new substrate.
The people who did not move were not outcompeted.
They were made structurally irrelevant.
Not because they were wrong. Because the ground they stood on stopped being ground.
Bezos is telling you it is happening a third time.
Not with a product. Not with a platform.
With intelligence itself becoming infrastructure.
A horizontal layer does not compete with the expert. It makes expertise free.
It hands a 22 year old with zero credentials the same cognitive output you spent a decade and a quarter million dollars learning to produce.
For $20 a month.
That is not disruption. Disruption replaces a product with a better product.
This dissolves the scarcity your entire career was priced on.
Not because the work disappeared. Because the wall around it did.
Every profession that exists because knowledge is hard to acquire.
Every company that profits because analysis takes time.
Every industry that survives because complexity locks outsiders out.
All of it rests on a single assumption.
That cognition is scarce.
AI does not challenge that assumption. It retires it.
The people who understand this are already rebuilding. Quietly. Deliberately. While everyone else argues about whether the thing underneath them is real.
Bezos did not give you a prediction.
He gave you a position on a map.
You are either above the new layer or beneath it.
Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”
Horizontal enabling layer.
Not a product. Not a platform. Not a feature.
A layer. Underneath everything.
Everyone is asking which AI company wins.
Bezos is telling you that is the wrong question entirely.
A horizontal layer does not produce winners. It produces a new floor. Everything standing on the old one either gets rebuilt or gets erased.
This has happened exactly twice in modern history.
Electricity. The internet.
Both times the same pattern.
The new layer appeared. The old economy kept running above it. Revenue held. Careers continued. Everything looked normal.
Then quietly and permanently the entire structure reorganized around the new substrate.
The people who did not move were not outcompeted.
They were made structurally irrelevant.
Not because they were wrong. Because the ground they stood on stopped being ground.
Bezos is telling you it is happening a third time.
Not with a product. Not with a platform.
With intelligence itself becoming infrastructure.
A horizontal layer does not compete with the expert. It makes expertise free.
It hands a 22 year old with zero credentials the same cognitive output you spent a decade and a quarter million dollars learning to produce.
For $20 a month.
That is not disruption. Disruption replaces a product with a better product.
This dissolves the scarcity your entire career was priced on.
Not because the work disappeared. Because the wall around it did.
Every profession that exists because knowledge is hard to acquire.
Every company that profits because analysis takes time.
Every industry that survives because complexity locks outsiders out.
All of it rests on a single assumption.
That cognition is scarce.
AI does not challenge that assumption. It retires it.
The people who understand this are already rebuilding. Quietly. Deliberately. While everyone else argues about whether the thing underneath them is real.
Bezos did not give you a prediction.
He gave you a position on a map.
You are either above the new layer or beneath it.
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Be so delusional that reality has no choice but to bend to your vision.
Be such a psychopath that you believe anything is possible for your life.
Be so obsessed that people think you've completely lost your mind.
Be so relentless that giving up doesn't even cross your mind as an option.
Be so committed that your worst-case scenario is still better than average.
Be so focused that distractions physically can't penetrate your attention.
Be so ambitious that mediocrity becomes your biggest nightmare.
Be such a psychopath that you believe anything is possible for your life.
Be so obsessed that people think you've completely lost your mind.
Be so relentless that giving up doesn't even cross your mind as an option.
Be so committed that your worst-case scenario is still better than average.
Be so focused that distractions physically can't penetrate your attention.
Be so ambitious that mediocrity becomes your biggest nightmare.
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🇺🇸 President Trump is reportedly leaning toward expanding U.S. military operations in Iran after days of briefings from top aides
Options include stepping up airstrikes, sending ground forces to seize Iranian islands near the Strait of Hormuz and bombing a fortified site that could be used for covert nuclear work - WSJ
Options include stepping up airstrikes, sending ground forces to seize Iranian islands near the Strait of Hormuz and bombing a fortified site that could be used for covert nuclear work - WSJ
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We’re one step closer to getting CCA - Collaborative Combat Aircraft to the warfighter with this live fire test!
🇨🇭 Global One SI - Prompt
Loop engineering is the biggest shift in AI prompting we've ever seen. Pair it with Fable 5, and you'll have AI agents working for you while you sleep, building anything you could think of. Every good loop has six working parts: 1. Trigger (Automations)…
99% of people are sleeping on the biggest money-making opportunity in AI.
In the AI era, distribution is the only moat left - and this guide teaches you everything you need to master AI distribution.
How to build a money-printing content machine with AI (full guide)
In the AI era, distribution is the only moat left - and this guide teaches you everything you need to master AI distribution.
How to build a money-printing content machine with AI (full guide)
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🇨🇭 Global One SI - Prompt
$AMPG - Massive bullish signal for all shareholders!
$AMPG WILL RING OPENING BELL TOMORROW AT NASDAQ!
If people did not yet know AmpliTech, they will tomorrow!
We might get some big news tomorrow!
There is no better PR than this! 🔥🚀
If people did not yet know AmpliTech, they will tomorrow!
We might get some big news tomorrow!
There is no better PR than this! 🔥🚀