u/Huge_Illustrator5652

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We all know AI stocks only react to negative news. It only goes up <1% on good news, and tank -10% on bad news. Here is how to profit from this:

1. Start 100 bot X accounts using Claude agent

2. Use AI to generate negative news in AI stocks and DRAM

3. Manufacture fake engagements using Indians

4. A few of the 1000 posts become trending

5. Stocks selloff

6. Posts get community noted, but the damage is done. It only goes up 1%

8. You earn 9% downwards move. You puts payout

9. Rinse and repeat

You can also trade on Hyperliquid DRAM-USDC to stay anonymous.

Literally free money. Why aren’t people doing this.

I need everyone to sell your memory stock holdings after it drops 50% from the top. They are bad investments. Sky high expectations already priced in. No more upside. If you sell, my puts skyrocket 100x I become a trillionaire.

Then I need you to rise up against me and the Wall Street suits and start a meme war short squeeze the likes of GameStop and AMC, so my calls can skyrocket 100x and I become a trillionaire.

Trillionaire not millionaire, because… inflation, duh?!

Need all of you to do this. Counting on you… need those zeros in my bank account. Rise up and revolt!

Even the Google, Intel earnings report confirming the memory bottleneck did not help. Every AI stock is priced for the best case scenario already, at 10 years in the future forward earnings growth, so any news confirming memory is in a shortage will be ignored, every doubt and negative news will send the stock tanking 10%. There is no upside from here, not even META, AMZN earnings. INTC blowout report surges then give back all the gains. This market only wants to sell. The market will ignore the Nvidia SK deal, since it happened on the weekend and it will become irrelevant on Monday. Good news is taken for granted, it’s what the company is supposed to do, the company is merely meeting the minimum expectation. Any doubt triggers a massive selloff. At the end of the day, investors price all AI stocks at negative stock price. Everyone sell and go short!

Hyperscalers announce their earnings this week and next week. This is going to make or break the entire AI trade. Simply beating is not enough, as we have observed in this earning season. For every company reporting earnings, every number has to beat for the price to go up. If one of the ten numbers disappoint, investors will be skeptical and think the future of AI is uncertain. They will dump the stock.

1. Best case scenario: profits beat, CapEx guidance raise and beat - V-shape recovery in every AI chips stock
2. Weak profit, CapEx guide raise: investors will doubt how the CapEx spending is sustainable without solid earnings. Hyperscalers will turn to raising debt, and in this interest rate hike cycle it is very hard. -10% dump
3. Solid profit, CapEx guide beats by a small amount / miss: Hyperscalers grow cautious of big spending without being backed up by profits. Hyperscaler stocks up, AI Chip stocks dump
4. (Worst case scenario) Weak earning, CapEx guide down: this is the mayhem, we will have a stock market induced recession. The AI bubble officially bursts. This will be worse than the dot com bubble

The bar is extremely high: we only see relief if every one of the 4 Hyperscalers report earnings beat in every category and AI CapEx guide massive beat. Any weakness will be sensed and picked apart and we will have additional selloff.

Today Bloomberg reported the AI selloff today is caused by TSMC earning: investors cast doubt over AI Spending and whether this spending will produce return on investment.

We need to watch hyperscalers earning. If the earning is weak, you should sell all your AI related stock. Even SPY and QQQ have significant chucks in the AI trade.

• ⁠Google July 22, 2026
• ⁠Microsoft (Q4 FY2026): Wednesday, July 29, 2026
• ⁠Meta Platforms (Q2 2026): Wednesday, July 29, 2026
• ⁠Amazon (Q2 2026): Thursday, July 30, 2026

1. Sentiment is against it. Fundamentals do not matter. As seen in ASML blowout earnings, it was only up 2% then followed by deep red. The only reason: it is priced to perfection. Just like when sentiment supports the sector, good fundamentals will support the rally, but when the sentiment is against it, blowout fundamentals is irrelevant
2. Macro Uncertainty: raising rates, Iran war
3. AI CapEx: Kevin Warsh’s comment triggered selloff - he is unsure how sustainable AI spending is. It does not matter hyperscaler keeps showing growing expenditure - if the expenditure is too big, investors will still doubt if this number is sustainable into the future so it will trigger further selloff

If you are not short the sector, you should at least buy put to hedge your long portfolio from further downside

Jane Street sold off KOSPI to enter in the options market at a lower price, then when the selling pressure disappears Jane Street will profit more in the options market due to the leverage in options and lose small in the outright KOSPI leg. They do this everyday. Rinse and repeat.

It’s not just Jane Street btw.

MASSIVE MISS! YOU ARE NOT GOOD ENOUGH

prelim Q2 revenue came in slightly shy at ~$111.8B, vs $113.1B consensus

It doesn’t matter if Samsung beat all the other metrics, as long as there is one miss, it’s not good enough, and the market is the Asian tiger mom, if you get 99.5 on the test, she will beat you with a stick and degrade you, you are a failure, you are never good enough. We are seeing Samsung down 5%.

This pattern will continue, good news is sell the news. Bad news is double the drop -10%.

This is discouraging and you should not touch memory stocks since the market sentiment is clearly against memory stocks now. It doesn’t matter if your thesis is correct or not. Market does not like memory stocks now and big money like institutional investors will not flow money back into memory stocks anytime soon. Retail investors are too small and do not matter and cannot keep the price afloat just because retails are buying the dip.