Called the 223 break in Marvell on Thursday night, 8/27/26. Friday it fell 10% into the air pocket. Every close I re-mark the lines on 24 AI names. Where each one sits, and where I would buy. Lines before the move. Scorecard after. Follow and turn on notifications so you're early to the next one, not late to the news.

Supermicro raised its estimate for last quarter: revenue $18.5-19.5B vs $14.5-15.5B guidance, gross margin 12.0-12.5% vs 10.4-10.8%. One number is missing: cash flow. These are preliminary, unaudited figures. Full results Nov 3.

SpaceX and Tesla formed special committees to explore a merger, Musk said on SpaceX's earnings call (per Bloomberg). No deal yet: no valuation, no exchange ratio, no timeline. And Musk said Tesla would need half of all its shareholders to approve, not just half of votes cast.

TSLA led the AI complex today, +1.5%. 5 green, 17 red under QQQ's -0.1%. ARM the weak spot at -3.1%. The whole AI chain on one screen, sorted by where the money moved. Above QQQ beat the tape.

The AI stack at the close. Risk-off. Keep cash ready and let the selling settle. THE CHARGE reads money out, fast. Holding? Your line decides trim or hold. Sidelined? Keep the shopping list ready. Even a stock at its line needs the selling to settle and the tape to turn first. The full dated boards are at successedgehq.com.

Amazon announced TorchNeuron: PyTorch running natively on its own Trainium chips. The public beta goes live Oct 20. Nvidia's edge isn't only chips. It's the software teams built around them. The real test: do big customers actually switch, and show real cost savings?

Goldman upgraded CoreWeave to Buy on Monday, and cut its price target from $139 to $106. The stock was up 7.38% at its high. It closed down 0.44%. The question underneath: does revenue per megawatt grow faster than the cost of debt?

SNDK led the AI complex today, +5.5%. 19 green, 3 red under QQQ's +1.2%. META the weak spot at -0.6%. The whole AI chain on one screen, sorted by where the money moved. Above QQQ beat the tape.

THE AI BOARD (Mon 10/19): first green in nine sessions, and the board stays RISK-OFF. Twelve avoids, eight watches, two stalks. Money is still leaving the complex on a bounce day, so the gap-up is a reclaim until it holds. The only two on their lines: MSFT on its 20-day, PLTR on its 50-day. My cash waits for the hold.

Broadcom's CEO compared company AI spending to kids burning arcade tokens. Nvidia fell 6.6% last week. AI trade cracking? Not yet. Chips fell 10.5%. Nvidia held up better. Own it: watch the 212.85 zone. Waiting: a close above the 50-day zone, 223. Which zone breaks first?

BofA Bull & Bear dropped to 7.4 from 8.1 this week. The sell signal that switched on May 26 is off. Hartnett still leans risk-off for the next few weeks and is adding small caps and discretionary, no tech. My read: sentiment resets while semis bleed, so the zones below are where the cash goes to work. I buy the hold.

ZONE CHECK: PLTR. Held its 20-day all week while chips bled, then lost it Friday, down 7%. Now sitting on its 50-day. My buy zone is 183, full size, and the buy is the hold. Lose 183 and the next floor is 177. Pick a side for Monday.

NVDA led the AI complex today, -1.4%. 0 green, 22 red under QQQ's -2.5%. PLTR the weak spot at -7.2%. The whole AI chain on one screen, sorted by where the money moved. Above QQQ beat the tape.

Chips lost 3% into a Friday close and the fear gauge ripped back above 20. The Nasdaq finished on its floor, the whole AI board bled, and the two stocks that held all week finally cracked: GOOGL lost its 200-day and PLTR gave up the 20-day. Check THE CHARGE up top: money is leaving the AI trade fast, and the renters are being carried out, CRWV and NBIS both down double digits on the day. Two stocks stopped where they should: MSFT on its 20-day and PLTR on its 50-day. Those are the stalk list, half size, only after the selling dries up. Memory, optics and power lost a level again and stay off the list. What this means for you. Holding the AI complex? The Nasdaq floor that decides hold versus trim is 707. Sidelined? This is the week the shopping list got written, and the buying still waits for a close that holds. The first green close after a flush like this is the audition. The next leader to rip is already on this board, sitting on its level. Catch it there, or pay up chasing it later. Bookmark me, follow, and turn on notifications so you're early to the setup. Name ONE ticker on this board you'd buy Monday.

Nvidia closed under its 50-day. The AI trade got sold again. My zone sits lower: the 200-day, around 203. Until it gets there, the cash stays ammo. Here, or 203? Pick a side.

ORCL led the AI complex today, +3.0%. 6 green, 16 red under QQQ's -0.1%. COHR the weak spot at -4.8%. The whole AI chain on one screen, sorted by where the money moved. Above QQQ beat the tape.

Chips closed red for the eighth day running, but the tape finally showed a pulse: the chip index reversed off its lows, the memory flush got bought, and the neocloud that led the way down led the way up. The Nasdaq closed right on its 50-day and the fear gauge cooled. Check THE CHARGE up top: money is still leaving the AI trade, so this is a bounce inside a selloff until proven otherwise. Four stocks stopped on their levels today: GOOGL and META on their 20-day, MRVL on its 50-day, NVDA on its floor at 213. That is the stalk list, half size, only after the selling dries up. Everything in optics, power and equipment is still breaking and stays off the list. What this means for you. Holding the AI complex? The Nasdaq level that decides hold versus trim is 727. Sidelined? Your shopping list has four stocks on it tonight, and the signal is a close above the level, never the touch. Catch the turn. The first green day is the audition. The next leader to rip is already on this board, sitting on its level. Catch it there, or pay up chasing it later. Bookmark me, follow, and turn on notifications so you're early to the setup. Name ONE ticker on this board you'd buy Friday.

AMZN led the AI complex today, -1.7%. 0 green, 22 red under QQQ's -2.0%. LITE the weak spot at -9.3%. The whole AI chain on one screen, sorted by where the money moved. Above QQQ beat the tape.

Chips had a brutal day, the chip index down 4% with every stock on this board red by the close. The tape flipped to risk-off: the Nasdaq sits on its 50-day, the fear gauge woke up, and the hot CPI turned the next Fed move into a hike debate. Check THE CHARGE up top: money is still leaving the AI trade fast, and today the renters broke first, CRWV through its lows on its own bonds, then optics and memory right behind it. Two stocks on this board stopped exactly where they should: META on its 20-day and MRVL on its 50-day. Those are the two to stalk, half size, only after the selling dries up. Everything else lost a level it had held all year and goes to the back of the queue. What this means for you. Holding the AI complex? The Nasdaq level that decides hold versus trim moved down to 727. Sidelined? This is the day the shopping list gets written. The buying waits for the turn. Catch the turn. The knife is for someone else. The next leader to rip is already on this board, sitting on its level. Catch it there, or pay up chasing it later. Bookmark me, follow, and turn on notifications so you're early to the setup. Name ONE ticker on this board you'd buy Thursday.

ORCL led the AI complex today, +4.2%. 12 green, 10 red under QQQ's -0.3%. AMAT the weak spot at -6.7%. The whole AI chain on one screen, sorted by where the money moved. Above QQQ beat the tape.

Indices barely moved. The S&P flat, the Nasdaq a touch lower, fear asleep. Under the hood the AI trade split again: apps ran, memory and equipment got hit, AMAT cut 6.7% on its own analyst day. Check THE CHARGE up top: money's still flowing out of the AI trade fast, and the crowd is still selling what ran hardest, not the AI story breaking. The tell: the chip index touched its 50-day line this morning and bounced, and two leaders reset to their 20-day lines by the close. This board shows where every AI name sits right now. The GPU and custom-silicon rows are the only ones back on their lines, the part of the chain that gets paid first when a cluster goes up. The rest sit at their lines behind the leaders, so they wait. What this means for you. Holding the AI names? The Nasdaq line that decides hold versus trim is 741. Sidelined? Your shopping list starts with the two greens, half size, and only once the selling dries up. Catch the reclaim, not the candles that already ran. The next leader to rip is already on this board, sitting on its line. Catch it there, or pay up chasing it later. Bookmark me, follow, and turn on notifications so you're early to the setup, not late to the news. Name ONE ticker on this board you'd buy Wednesday.