If Google $GOOGL closes below its 21m EMA tomorrow at $287, it opens the door to a bit more selling pressure
Since 2005, this has been a pretty important level of support, should it play out like it has every single time, might be able to get $220 over next few months

GOOGL-12.86%

DannyMarque 2 days ago

Powered land is literally nonexistent for 2027 and compute is LITERALLY sold out....And yet,
$IREN at $27
$NUAI at $3
$BGDE at $4
$DRK at $2
LOL

IREN-9.00%

DannyMarque 3 days ago

There is absolutely nothing wrong with being skeptical of technical analysis. In fact, I encourage it. But there's a difference between healthy skepticism and dismissing something simply because you don't understand how it works.
What I find amusing is when I publish detailed TA, identifying price targets, support zones, or potential reversal areas, and people immediately dismiss those levels as arbitrary.
Friends, I'm not pulling numbers out of thin air. Many of these levels are derived from mathematical relationships, historical price behavior, and repeatable calculations. You can independe

DannyMarque 2026-10-23

A snapshot of the current AI infrastructure equity market

1
1.19k

DannyMarque 2026-10-22

The importance of the 0.786 fibonnaci retracement on any stock is your best friend. I don't care what your fundamentals say, a stock almost NEVER clears through this fib on its first attempt in years after losing it during a secular downtrend
Moderna $MRNA
@cantonmeow

MRNA+4.03%

1.56k

DannyMarque 2026-10-22

Gotta give credit where it's due. Big Mike has absolutely crushed it getting the counts right on these HPC/AI stocks all year $IREN $CIFR $HUT $WULF
@Michael_EWpro
Not sure why he has me blocked tho lol!

IREN-9.00%

CIFR-8.83%

HUT-4.46%

WULF-5.20%

DannyMarque 2026-10-22

It's going to look comical in retrospect if $IREN and $CIFR find support along these long-term rising trendlines before entering their next major expansion phase.
The underlying fundamentals of AI infrastructure remain as bullish as ever, but the market is undergoing a broader recalibration of expectations, particularly for companies that have yet to fully deliver on their development pipelines.
It's not necessarily questioning whether the capacity is needed. It's repricing the cost of capital, execution risk, and the time required to convert development pipelines into contracted, revenue-ge

IREN-9.00%

CIFR-8.83%

1.29k

DannyMarque 2026-10-22

If we're going to be purely technical about it, it's entirely possible they run $IREN to $19 and that's where it'll bottom right at the trendline, similar to how Bitcoin bitcoin:native formed a bottom

IREN-9.00%

BTC-0.67%

DannyMarque 2026-10-21

A new bull market has started in $MSTR but you don't see or hear anyone talking about it yet.
That's ok and it's great because it means we're still early but when price is much higher and Bitcoin bitcoin:native is breaking ATH, you'll definitely hear all the bullish takes again

MSTR-2.54%

BTC-0.67%

2
2
1.58k

DannyMarque 2026-10-19

I don’t need to convince myself that everything is fine. I can acknowledge that financing conditions are difficult, capital is more expensive, execution risks are real, and some companies won’t deliver what they’ve promised. But I also have to ask how much of that am I already being compensated for at today’s valuation?
Because if the underlying opportunity remains intact, the business continues making progress, and the market has materially lowered its expectations, an investment can actually become more attractive even as the headlines get worse.
Ask yourself are we witnessing a temporary re

DannyMarque 2026-10-18

Anyone thinking that $IREN collaboration with Real Madrid is anything but a genius strategic move is being extremely shortsighted.
They are trying to become a global AI cloud provider. That requires a lot more than securing power, constructing data centers and deploying NVIDIA gpus. It requires distribution, credibility, relationships and access to customers across entirely new markets.
They recently acquired Nostrum Group, securing ~490 MW of power capacity in Spain and establishing a meaningful foothold in the European AI infra market. Now they’re partnering with arguably the most globally r

IREN-9.00%

NVDA-0.77%

3
4
2.26k

DannyMarque 2026-10-16

The fractal from 2010 for $UNH seems to be playing out and could be in for a good run into the end of the decade. Buying on the breakout of the trendline in white would still capture some good returns over the next few years

UNH+0.86%

DannyMarque 2026-10-15

$WULF had an intraday recovery of +20% which is pretty significant. It was down -65% from its high of $29 at some point today which still isn't as bad as the pullback in April 2025 where it saw -75% drawdown, but I'd say the sentiment in the space was just as bad
It almost seems irresponsible to show this chart. But it's currently forming a handle in this cup & handle pattern.
I don't make the fibs either, price currently found support around the 0.707 fib and if we get back above 0.786 and 0.887 fib then the upside targets could get wild. I don't see them happening anytime soon. For no I'd e

WULF-5.20%

DannyMarque 2026-10-15

Wanted to thank the wave of recent subs on X, been amazing. Thank you for the support!
Either comment or DM any chart you'd like.

DannyMarque 2026-10-15

I love investing in AI infrastructure, it's the future.....
Yea, but have you heard of Gamestop $GME

GME+2.89%

DannyMarque 2026-10-15

I've learned more about myself being in the market than anything else in my life (outside of my faith) and it doesn't come close

DannyMarque 2026-10-14

Not every company building AI infrastructure needs to compete for GW- scale campuses. There’s an increasingly attractive opportunity further down the market that gets overlooked
@DarkHorseDRK CEO Joel Block made some interesting points at the Maxim Growth Summit today about the segment of AI infrastructure DarkHorse is positioning itself to serve.
The company’s strategy centers on smaller, roughly 10–50 MW facilities, particularly for distributed AI inference workloads, using existing power infrastructure across the TVA.
One of the biggest advantages ex-BTC miners have transitioning toward AI

BTC-0.67%

1.38k

DannyMarque 2026-10-13

The end of this month will be very different than how it began. Watch

DannyMarque 2026-10-13

Deployed a lot of capital into AI infrastructure stocks this morning
Thank you market gods

DannyMarque 2026-10-12

My working thesis is that the market, particularly across AI and data center infrastructure, is increasingly pricing in the probability of a Democratic sweep in November. If this plays out I suspect much of the political and regulatory uncertainty will have already been discounted by the time we get to the midterms.
My base case is that we establish a bottom ahead of the election, see some consolidation as the results and policy implications are digested, and then enter a much more constructive environment heading into 2027.
The underlying demand for compute and power infrastructure isn't goin

DannyMarque

Trending Topics

#FedKeepsRatesSteady

#USEarningsSeason

#Gate24HNetInflowsRankTop2

#GoogleCloudSurges103%ButStockFalls

#GateFirstToLaunchGoldCFD7X23Trading

#JPMorganTokenizedFundsExpandToSolana

#SamsungQ3NetProfitMissesExpectations

#GateSquareHalloween

#BTCBattlesFor80000

#SKHynixQ3RevenueHitsKRW104.6T