Anthropic, OpenAI and xAI just sent the AI market a message investors cannot afford to ignore. But the message is probably not what the headline suggests.
The AI Titans Just Agreed on Something Unthinkable — Should Investors Buy the Dip?
InvestmentGuru
Long-term investor focused on disruptive innovation | AI • Space • Robotics • Biotech | Seeking asymmetric opportunities through patience & compounding. I share knowledge and research, not financial advice. All trading decisions are yours. Buying and selling involve risk. DYOR. 🇨🇦
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$GOOG nice bounce so far $339
Good morning!
Market is rising as oil and $VIX cool down ahead of today’s CPI release. We need a good inflation number for this rally to continue — otherwise, we could see a big pullback.
Let’s watch the numbers. If the market reacts positively, many setups could pay nicely.
$GOOG — $333.78 reclaim needed for a move toward $340–345. Rejection could bring another pullback.
$INTC — $106–107 resistance. Needs to break for the next move; until then, likely consolidation.
$AAPL — looking strong. Watching $330 today, with $337–340 as the next target.
$ORCL — $164–167 breakout could lead to a big day, especially with high short interest.
$TSLA — $358–362 acting as support; $368–372 resistance.
$AMZN — consolidating around $250 and now bouncing. Reclaim $255 and $260 could be next.
$NVDA — $217.55 support / $224.41 resistance.
$APP — reclaim $319–320 and it could run toward $330–331.
Will update if I take any trades. Expecting a busy morning, so let’s see how the market reacts to CPI.
ROBOTICS: THE NEXT BOTTLENECK
Why the $5 Trillion Physical Economy Has a Chokepoint Problem The robotics revolution has reached an important inflection point.
Market risk is rising.
Key dip-buy levels and range supports are breaking as bond yields and oil surge, fueling inflation fears. Fed hike odds are climbing after hotter PPI. Tomorrow’s CPI at 8:30 AM ET could be the next major catalyst. If the market can’t bounce, correction risk increases. Protect capital and stay selective.
best practice in this situation is keep cash , or increased cash by either taking losses to non performing assets or trimming the big winners.
My cash position is now 8% from 3% , I might increase to $10-12 % because when $VIX goes to $20/25/30 I need cash to deploy because it is easy money in the market
⚠️ Risk-off setup:
🔺 Higher bond yields
🔺 Higher $VIX
🔺 Higher oil prices
🔺 Hotter PPI to the mix,
and the market is facing pressure from all sides.
Protect capital. Take profits when you can.
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