BigWaves | 聚浪

Market Scientist. NFA.

[BigWaves | 聚浪 @BigWavesClub]

i don't like today's price action which is very confusing. But I think the next few days will present decent trading opportunities. cheers

[BigWaves | 聚浪 @BigWavesClub]

Looks like more capable models are getting dirt cheap. What does that mean for gpu and memory demand?

[Alexandr Wang @alexandr_wang]

1/ muse spark 1.1 is an industry-competitive agentic and coding model. across many agentic evals it rivals gpt-5.5 and opus-4.8.

available now through the new meta model api and in meta ai. 🧵

[BigWaves | 聚浪 @BigWavesClub]

@wsjack 你得到了它

[BigWaves | 聚浪 @BigWavesClub]

Looking to have more free time from day job next week and trade more aggressively. Boring this month tbh

[BigWaves | 聚浪 @BigWavesClub]

Memory stocks being dumped hard.

[BigWaves | 聚浪 @BigWavesClub]

Been a good day/week/month without doing much to this account. Today's PA smells like rotation into large caps and we likely see semis dippy in the coming weeks. NFA

[BigWaves | 聚浪 @BigWavesClub]

Been a good day/week/month without doing much to this account. Today's PA smells like rotation into large caps and we likely see semis dippy in the coming weeks. NFA

[BigWaves | 聚浪 @BigWavesClub]

My one week of doing nothing

[BigWaves | 聚浪 @BigWavesClub]

Thanks Mr Market

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

🇺🇸 FED WILL RELEASE BALANCE SHEET AT 4:30 PM, RIGHT AFTER THE U.S. MARKET CLOSES

IF BALANCE < $6.65T → MARKET WILL DUMP
IF BALANCE = $6.65-$6.75T → MARKET WILL STAY FLAT
BALANCE > $6.75T → MARKET WILL PUMP

ALL EYES ON THE RELEASE TODAY!!

[BigWaves | 聚浪 @BigWavesClub]

so much volume wanting to get out of positions at this level is what I'm seeing.

[BigWaves | 聚浪 @BigWavesClub]

Elevated red volume compared with lower green volumes in previous weeks. You know what I mean.

[BigWaves | 聚浪 @BigWavesClub]

Life is difficult again for late bears

[BigWaves | 聚浪 @BigWavesClub]

Mr Copycat

[动物园园长 @weiyux2021]

你们都在嘲讽，而我逐帧学习！

[Charlie Bilello @charliebilello]

At the start of the year, the bond market was pricing in 2 Fed rate CUTS.

After today's FOMC meeting, it is now pricing in 2 Fed rate HIKES.

That's a 1% swing in expectations.

The 2-Year Treasury yield entered the year at 3.48%. It ended the day at 4.21%.

[BigWaves | 聚浪 @BigWavesClub]

The good thing is that after today's move both SPY and QQQ closed the gap

[BigWaves | 聚浪 @BigWavesClub]

Checking AI and semis ...

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The odds of the Fed hiking interest rates in 2026 surge to 49% after the Fed's "dot plot" indicates hikes are possible.

[BigWaves | 聚浪 @BigWavesClub]

Meaning this is a very different Fed

[unusual_whales @unusual_whales]

BREAKING: The Fed has lowered GDP 2026 projections to 2.4%, and removes statement regarding rate adjustments.

[BigWaves | 聚浪 @BigWavesClub]

Sort of confirmed

[BigWaves | 聚浪 @BigWavesClub]

I think $spy 740 is quite achievable if new Fed is a weirdo

[BigWaves | 聚浪 @BigWavesClub]

$tsla put sold at $2.5

[BigWaves | 聚浪 @BigWavesClub]

small entry $spy 0618 745p and $tsla 0626 370p like robbing a bank operation :)

[BigWaves | 聚浪 @BigWavesClub]

Small hedge in account now big mover