Hunting Real AI Value Amid the AI Hype

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The AI conversation certainly isn’t new, but the market’s response to it is evolving.

We’ve seen months of momentum behind the names that dominate the narrative: Nvidia (NVDA), Microsoft (MSFT), Palantir (PLTR), and the like.

But now it’s not just about who builds the biggest model, it’s about who supports the infrastructure, who quietly enables the AI ecosystem to scale.

Today, we’re zooming back in on that theme with a technical lens: channels, support levels, and setups that give us defined entries and risk. We’re not blindly chasing highs here. XLK has been climbing, sure, but that doesn’t mean every name inside it is overbought. Some are consolidating, some are testing lows, and a few are giving us ideal bounce zones.

We’ll also look at Amazon’s (AMZN) mid-channel hold, Microsoft’s breakout, and IBM’s (IBM) longer-term setup.

The goal here is to target value in the names that aren’t just AI-adjacent, but technically primed for the next move up – with risk that makes sense.

Let’s get to it.

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