Kristopher

Investment insights & Considered Pondering

[Kristopher @AVQcapital]

@TriggerTrades Not yet.

[Jamais Vu 🏉 @boot15_vu]

One of the most eloquent explanations of immigration you’ll ever hear.

Milton Friedman had an extraordinary ability to cut through the political bullshit and explain complicated issues with simple economic logic.

Still relevant today. 🎯

[Kristopher @AVQcapital]

@TheValueist Great summaries/work, thanks

[Kristopher @AVQcapital]

@rbswingtrader 😂😂😂😂

[Rashad Hajiyev @hajiyev_rashad]

Dollar Index Futures (DX) got rejected last week and next logical price action would be for it is to test or even break a 15-year major rising trendline. In case of a successful breakdown, immediate target is $94, secondary target area is $87 - 89 by early 2027. The decline in the Dollar index amid rising yields does not promise anything good for the US dollar. On the contrary, very positive for the precious metals...

[Kristopher @AVQcapital]

@citrini Last wave bebeh

[Kristopher @AVQcapital]

@SharkChart Haha yea sorry

[Kristopher @AVQcapital]

@citrini 😂😂😂

[Kristopher @AVQcapital]

@rbswingtrader Seen bonds bid/dxy roll this breaks up next.

[Kristopher @AVQcapital]

@great_martis

[Kristopher @AVQcapital]

@Mr_Derivatives Rotation ->>> hk

[Kristopher @AVQcapital]

@great_martis Seems the Koreans have lost their ‘memory’

[Kristopher @AVQcapital]

@sam_gatlin Momentum factor looks really horrid.

[Sam Gatlin @sam_gatlin]

Is it time for a good old-fashioned rug pull in semiconductors?

[Kristopher @AVQcapital]

@citrini Much better things to own at this stage. Agree with your comments on edge ai / sensing and those names that remain somewhat in the shadow of a weak auto sector . Even ams osram has fantastic turn around potential .

[Printing Tendies @PrintingTendies]

Market is not pricing in this news for Baidu $BIDU btw

This will kick off Chinas rally $BABA $HSI

I’m telling money will rotate from $MU $MRVL $INTC to these China stocks cuz it’s the cheapest AI trade in the market right now now

$SPX $SMH $SOXX $SOXL $SPY

[Kristopher @AVQcapital]

The weakness in autos supply chains is STILL providing fantastic long term windows into suppliers that will have far expanded addressable markets in a world of Robotics - think sensing etc.

AMS / Valeo / Sensata / even maybe Stellantis eventually .. should be lots in Europe.

[Kristopher @AVQcapital]

@ackmeni Feels like we are at peak short term flattening in 2s10s

[Kristopher @AVQcapital]

Bit of a Memory Jog