$QQQ - After another marginal lower low it closed the day with a big bullish engulfing candle. The time window for the 16 week cycle low covers this entire week, so given that it didn't hit the 200 day MA a lower low can't be ruled out yet. It has to close the week above the 100 day MA(615) in order to confirm that the bottom is in.
Prof. Jiang Xueqin on the outcome of this war:
"The outcome is to kill as many people as possible, to destroy the entire global economy, to destroy Iran, to force the United States out of the Middle East, to destroy the Gulf nation states, to suck Turkey into the war, to lead to the creation of the Greater Israel Project and eventually Pax Judaica."
"And then, eventually, to create conditions for another world war called the War of Gog and Magog, where Russia and Iran attack Israel together, which will usher in the end of the world."
"It's all been preordained. It's all been scripted out. And that's exactly what's going to happen. And it's only a question of like time frame."
"It will be a disaster."
"Iran will be shattered. America will be forced out of the Middle East. And Israel will become the only standing power in the Middle East."
@xueqinjiang
Former CIA Sr. Operations Officer James Acuna just posted something that should stop every defense investor cold.
Dubai Airport. Not Kabul. Not Kyiv.
Dubai.
The drone threat isn’t theoretical anymore. It’s arrived at the most surveilled, most “protected” civilian infrastructure on earth.
And while institutions were busy commissioning another study, another committee, another delayed procurement cycle, the market has already told you exactly where to position.
The the counter-drone and autonomous systems supply chain will be one of the biggest sectors this next decade:
$ONDS — The backbone. Iron Drone Raider is a kinetic counter-UAS interceptor. This is precisely the class of system that should be deployed at every major airport globally. $170-180M 2026 guidance. 1.5B+ cash. Backlog up 180% in 60 days.
$AMPX — You can’t run persistent drone defense without persistent power. Amprius is the battery supplier solving the endurance problem for defense drones. Higher energy density = longer loiter time = actual threat coverage.
$OSS — Every autonomous intercept decision happens at the edge. One Stop Systems is the edge AI compute backbone making split-second autonomous threat identification possible. No edge compute, no autonomous counter-drone. Simple.
$KRKNF — The threat isn’t just airborne. Subsea autonomous systems are the next domain being contested. Kraken owns the battery and sonar bottleneck at 6,000 meters. The same neglect that left Dubai Airport exposed is playing out underwater right now.
Position accordingly.
Note. This is not financial advice.
These 5 stocks are no brainers at their current heavily undervalued positions…
1. $MSFT ~ Dominant enterprise software platform, & one of the biggest AI beneficiaries through OpenAI & Azure integration.
2. $NOW ~ Mission critical enterprise workflow software used to automate operations.
3. $SOFI ~ Fast growing digital bank combining lending, investing, & payments into one platform.
4. $AMZN ~ E-commerce leader with a highly profitable cloud business (AWS).
5. $MELI ~ Dominant e-commerce & fintech ecosystem in Latin America with major long term potential.
You’ll look back later this year, & thank yourself that you took full advantage of these discounted prices.
Mark my word…
🚨Here’s a trade with a VERY high probability of profit.🚨Buy the $60 June 18 expiry put on UVXY for $20. VIX will likely be back in the teens & UVXY in the low 30’s. Even if it spikes higher in the near term the rolling decay of the UVXY ETN is in your favor. 💯
On Monday, $HIMS has the potential to make history…
$NVO has reportedly dropped the lawsuit, & partnered with $HIMS to sell NOVO branded GLP-1’s.
Institutions shorted 40% of $HIMS, expected 0 growth, & bet on the FDA bankrupting the company.
In 1 headline all of this is reversed.
The short squeeze, $HIMS can have on Monday can be one for the books…
The $VIX increased 48% this week, the 21st biggest weekly spike ever.
What has happened in the past following the biggest $VIX spikes?
Stocks have tended to bounce back with above-average forward returns.
Does this always happen?
No. There are no certainties in markets, only probabilities.
Nobody watches VVIX. That's why it's useful.
$VIX is at 26.6. Elevated but not panic. Most traders stop there.
VVIX is at 115.9. That's 79th percentile historically. It means options traders expect $VIX itself to make a violent move from here.
The tell is $HYG. Credit is only down 0.17% while small caps are getting destroyed at -2.3%. Credit hasn't repriced this growth scare yet.
When credit catches up to equities, that's when the real vol event hits. VVIX is already front-running it.
Oil up 11% on the day. Gold above $5,100. Equities bleeding. This is a stagflation cocktail and credit is sitting there pretending everything's fine.
If you're running normal position sizes right now, VVIX is telling you you're wrong. Has anyone here actually traded a VVIX divergence before?
Jimmy Carr shared a brutally honest take on life without kids that will hit hard for anyone who's ever weighed the choice:
“Not having kids was like living life with a cheat code on the video game. Super easy. Low stakes. No real skin in the game.”
He continues:
Once you have children, your heart literally lives outside your body.
You worry about mortality differently — because now dying means saying goodbye to them.
Suddenly you're not playing on easy mode anymore. You're at the high-stakes table.
And his final word? “It’s very joyful.”
In 54 seconds he captures something profound:
The deepest fulfillment often comes from the highest risk — the one where you have everything to lose.
Parents: Does this perfectly describe the shift you felt?
Child-free: Does it change how you see the trade-off?
There's an old idea that says a man is tested three times before he earns anything worth having. The first test takes what he loves. The second test takes his confidence. The third test makes him wait with no proof that it's coming. Most men fail the third one. Not because they're weak. Because patience with no guarantee is the hardest thing a human being can do. If you're in the waiting room right now, don't move. Don't panic. Just hold.
Software is *very* oversold and likely bottoming $IGV
Our portfolio has exposure to quality software stocks which have been unfairly caught in the selloff and appear poised for a multi-month run. https://t.co/9W3aDdLK3Q
A husband will run through a brick wall for a wife who:
-is warm towards him
-smiles at him
-is sexually interested in him
-doesn't nag him
-cooks food he likes
-dresses femininely
-literally just likes him
It's not complicated, ladies.
Corporate insiders just bought $40M+ of their own stock while markets panic.
Executives at:
• Microsoft
• Uber
• SoFi
• ServiceNow
• MercadoLibre
are stepping in.
Here’s what they’re buying 🧵
Has Dr. Michael Burry nailed another entry here with $ADBE just like he did with $EL?
$EL was also seeing their stocks on a heavy decline, and Michael entered just when the 1M HMA did a bullish crossover.
Now he’s entering $SDBE at the multi year support trendline.
$ADBE has a 16 P/E
$9.9B Free cash flow
$110.5B Market cap
With a solid P/FCF at 11.
Good for consideration here?
Having sex less than once a month is associated with a 60% HIGHER chance of cardiovascular disease vs having sex 1-2x a week.
Have more sex
This is medical advice
BREAKING🚨: @nejatian confirms 4.99% mortgage rate locked on $OPEN homes — no points, no fees, 30-year fixed.
This is the $AMZN playbook: remove third parties, compress margins, and win on speed & price. Still early folks.