Did you survive the Tech Wreck?
Intel's CEO & Palantir's founder are in on this (from Immersed) | | Markets just sent a message you can't ignore. | Friday's tech selloff wasn't random noise. It was investors asking hard questions about trillion-dollar AI bets. The rotation is real. The stakes are higher. | The clock on easy tech money might be running out. | Here's what you need to know right now. | | | | | Morgan Stanley Favors Stock Picking | | Wall Street's momentum trade might be ending. | One-third of S&P 500 stocks were down for the year despite the index gaining 23%. | Morgan Stanley predicts the index will reach 6,500 in 2025 and says narrow market leadership creates opportunity. The firm is steering clients toward financials, energy, and residential real estate while warning that earnings matter more than hype now. | Key Points: | | Are you shifting from tech to value stocks? | |
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| | | | | Optimus' Viral Death Shocked Everyone in Miami | Viral video from Tesla's Miami demo recent...
Optimus robot mimics removing a VR headset—then collapses dead. | | The wild truth? Tesla's "autonomous" robots are teleoperated by humans in bulky VR gear. | Enter Immersed: 1.5M users naturally working 40-60 hours/week in lightweight Visor headsets. The ONLY real human movement dataset for robot AI. | Former Intel CEO Pat Gelsinger + Sailpoint founder invested $22M. | Elon's robots need OUR data. Want in before they do? | See the robot revolution's missing piece | P.S. Reg CF closes soon. 6K+ investors ahead. Invest Now. | *ad |
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| | | | | | BofA's Warning Signal Flashes | | Bank of America's Bull & Bear Indicator is hovering just below a sell signal at 7.8 out of 8. The contrarian gauge warns that recent market euphoria could lead to a pullback. | This same indicator correctly predicted November's 2.8% drop when it flashed a sell signal. History shows these warnings typically hold for one to three months before conditions normalize. | Key Points: | Indicator recently predicted November's drop Signal duration: one to three months Investor positioning remains elevated
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| | | | | | Companies Finally Paying for AI | The big question got answered. 90% of organizations plan to spend more on AI in 2026, and 60% are already in production with AI initiatives generating real revenue. The shift is huge. | Companies moved from borrowing budgets from other departments to creating dedicated AI spending lines. Data privacy concerns exist but aren't slowing adoption. Businesses are past the pilot stage and actually paying for results now. | Key Points: | AI budgets now dedicated, not borrowed Shift from experimentation to revenue generation Data privacy concerns not slowing adoption
| Which AI stocks benefit most from this spending wave? | |
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| | | | | RED ALERT: Jensen Huang Confirms Massive Break | A new U.S.–Saudi initiative just approved a 500MW AI factory powered by Nvidia tech. Musk and Huang say this shift will reshape global power, jobs, and investment. And one company is aligned perfectly with this new intelligence infrastructure. | Take a look before the next announcement lands. | *ad |
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| | | | | | SpaceX Eyes 2026 IPO | | Elon Musk confirmed reports that SpaceX is going public in 2026. The company is moving forward with an insider share sale valuing it at $800 billion. If it happens, this could be the largest IPO in history. The timing makes sense. SpaceX wants to fund AI data centers in space and expand its Starlink network. Other space stocks like Rocket Lab jumped on the news. | Key Points: | Could be largest IPO ever Funds AI data centers in space Lifts other space stocks higher
| Tesla Faces 2026 Test | Ross Gerber, a longtime Tesla investor, sees 2026 as a make-or-break year. He's concerned about the company's autonomous driving tech and thinks Waymo has the edge in real-world testing. | Morgan Stanley downgraded Tesla to Equal Weight, pointing out the gap between promises and delivery. The robotaxi launch keeps getting delayed while competitors rack up driverless miles. Investors want results, not more timelines. | Key Points: | Morgan Stanley downgrade to Equal Weight Waymo leads in driverless miles Self-driving promises need results
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| | | | | | Paramount Fights for Warner Bros | | Paramount launched a hostile bid to acquire Warner Bros. Discovery for $108.4 billion, days after Netflix $NFLX ( ▲ 1.17% ) struck a deal with Warner. | The all-cash offer of $30 per share beats Netflix's proposal and sets up a bidding war for Hollywood's streaming assets. President Trump says he'll play a role in deciding the outcome. Warner Bros. shareholders now have two competing offers on the table. | Key Points: | All-cash $30 per share offer Competes with Netflix's lower bid Trump says he'll play a role
| Who wins the Warner Bros bidding war? | |
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| | | | | NVIDIA Was Stopped. This Stock Wasn't. | The U.S. government blocked NVIDIA's buyout of a tiny chip supplier. | Not because of money. | Because the tech was labeled critical to national security. | That same company now sits at the center of what Dylan Jovine calls the #1 AI stock opportunity for 2026. | This company controls nearly 7,000 patents tied directly to NVIDIA's most powerful AI chips. | And on December 19th at 5PM, NVIDIA makes a major announcement. | When that happens, this stock could explode higher. | See the report Wall Street doesn't want you to read >>> | *ad |
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| | | | | | Micron Gets Major Upgrade | | Stifel analysts raised Micron's price target by 54% to $300 ahead of December 17 earnings. | Memory chip prices are surging as AI data centers buy up supply faster than manufacturers can produce it. Contract pricing is strengthening into year-end, and gross margins are expanding above previous guidance. The analyst sees this trend continuing through 2026 as AI infrastructure spending accelerates across the industry. | Key Points: | Earnings report December 17 Contract pricing strengthening into year-end Gross margins expanding above guidance
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| | | | | | Friday's Tech Wreck | | Friday was brutal for tech. | The Nasdaq dropped 1.69% while the S&P 500 fell 1.07%. But the pain hit hardest in AI stocks. Broadcom crashed 11% despite beating earnings. Oracle tumbled 12% on margin concerns. | The semiconductor index plunged 5%. Investors are asking whether AI companies can actually deliver profits or just promises. Now Monday's premarket shows some stability returning. | Top 5 Tech Decliners & Monday Rebound: | | Key Points: | Nasdaq posted worst day in weeks AI bubble fears resurface Margin compression worries spread Monday showing tentative stabilization
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| | The Bottom Line | The easy money phase is over. | Markets are shifting from momentum chasing to stock picking. Companies are moving from AI pilot projects to real spending. The race for streaming dominance is getting messy. | Friday's tech selloff just proved that investors won't pay any price for AI promises anymore. | 2026 will separate the winners from the pretenders. | | Disclaimer: This analysis is for educational purposes only and should not be considered investment advice. Always do your own research before making investment decisions.
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