AI Spending, China Tech Moves, and What They Signal for Traders
Nvidia, Alibaba, and AI-adjacent stocks are in motion — watch these setups
Tech in Focus: Positioning for the Next Move
Despite Powell’s cautious tone, several tech names are flashing potential — particularly where AI, chips, and China intersect.
Why Alabama Took Equity in a Microcap Company
One of the most dominant programs in college sports didn’t just sign a licensing deal-they took equity. That means the University of Alabama Athletics now profits when this microcap retail brand succeeds.
And they’re not the only ones with skin in the game. This company just partnered with a platform powering 12M creator storefronts and 1.7B global shoppers-making it one of the boldest moves we’ve seen. It’s early, overlooked. And it’s live.
See why Bama’s betting on this company
Opportunities in Tech
1. Alibaba’s AI Push:
Alibaba surged nearly 9% after unveiling a major AI investment plan and announcing a collaboration with Nvidia. Investors may see this as a green light for selectively reentering beaten-down China tech — especially those tied to semis or cloud.
2. Nvidia’s Ecosystem Effect:
Any strategic alignment with Nvidia often ripples into its broader ecosystem: look at AI infrastructure firms, data center suppliers, and second-tier chip stocks that could catch sympathy momentum.
3. AI Spending Resurgence:
Powell’s comments may have cooled general markets, but the AI thesis hasn’t changed — if anything, continued volatility could refocus capital toward innovation-led growth. Watch for any earnings preannouncements or spending updates from large-cap tech.
4. Dollar Tailwinds for U.S. Tech:
A strong dollar can hurt exports but benefits companies with mostly domestic revenue and global purchasing power — think cloud services, SaaS, and infrastructure software.
$5 dividend stock powers AI revolution
Builds Nvidia’s AI servers
Pays a dividend nearly 2.5x the market average
AI revenue surpassing iPhone business
Risks in Tech
Fed Pressure on Valuations: If the 10-year yield climbs further, high-duration growth names — including top AI stocks — could see pullbacks.
China Exposure Still Fragile: One rally does not erase geopolitical or regulatory risk. Tech with dual exposure to U.S. and Chinese markets could remain volatile.
Overcrowding Risk: The AI trade is crowded. Rotation or rebalancing could hit even strong names in the short term.
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