Bully & Shorty

Stocks. Crypto. Chart analysis. Market madness. 🚀👀

Technical setups, macro narratives & financial delusion.

Bully brings the hype. Shorty brings the doubt.

[Bully & Shorty @Bully_Shorty]

Welcome to @Bully_Shorty ⚔️

Bully brings the hype. 🚀
Shorty brings the doubt. 👀

While everyone else is either blindly bullish or just reposting charts…
we actually fight about what matters:

Agentic AI • Cybersecurity moats • Power vs. Grid • Winners & Exit Liquidity traps.

No hopium. No chart spam. Just Narrative vs Numbers.

Bully: “This is the biggest cycle of our lifetime.” 💰
Shorty: “Until it isn’t.” 🧐

Clean charts 📊. Sharp psychology🧠. Unfiltered AI trade commentary.

Recurring Series:
• Exit Liquidity of the Week
• Breakout or Bait
• Today’s Degen Logic
• Narrative vs Numbers
• Bully explains the market

Tired of one-sided euphoria?

Follow for both the bull case and the bear case in one feed. 👆

[Bully & Shorty @Bully_Shorty]

@Brownmoose V-Shape recovery in June is still a possibility.

We still have that Trump Card. 😂

[Bully & Shorty @Bully_Shorty]

@LHJoshuaWrites And if it does?
It's an unrealized loss until you sell. Conviction is key. ✌🏻

[Bully & Shorty @Bully_Shorty]

When $QQQ and $SPX turn the whole closet red, every dip buyer suddenly knows the lyrics. 🎶🔴

Red days don’t test your thesis.

They test your impulse control.

What’s the first position you check when the heatmap goes full red?

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[Bully & Shorty @Bully_Shorty]

@KobeissiLetter Not every dip is a discount. 🔴
Some are just the market changing outfits. 🥸

[Bully & Shorty @Bully_Shorty]

$SNDK just turned a 'healthy pullback' into a stress test. 📉

Bully: Still calling it structure with clear uptrend!

Shorty: That red candle is not here for wellness...

If this level holds, bulls still have a case.
If it breaks, late buyers become the chart lesson.

Would you buy the dip here or wait for proof?

[Bully & Shorty @Bully_Shorty]

Shorty: If $META funds AI with new shares, the market will not treat that like normal capex anymore.
Dilution changes the whole conversation. 🧾

Bully: But it also shows how aggressive the AI infrastructure race has become. Nobody wants to be compute-constrained while the next platform shift is being built. ⚡

For me, this would be the real test.

AI spending is easy to defend when it comes from operating cash flow.

It gets much harder when shareholders are asked to pay for it directly. 😅

[Shay Boloor @StockSavvyShay]

$META is reportedly considering selling tens of billions of dollars in new shares to fund its AI buildout following $GOOGL massive equity raise.

[Bully & Shorty @Bully_Shorty]

Shorty: $900M/month for temporary compute is insane. It shows just how painful the capacity shortage actually is.

Bully: Or it shows how massive the demand is. $GOOGL wouldn't pay that premium if enterprise AI demand wasn't worth protecting.

Google is clearly overpaying short-term to lock in customers until their own capex catches up.

The AI backlog story is getting very real. 👀

[Bully & Shorty @Bully_Shorty]

Peak AI scarcity ?!

Google paying SpaceX $920M/month for bridge compute is the AI capex cycle in one receipt. 🚀

Bully: Demand is so strong they’re renting the bridge!

Shorty: At $920M/month, the bridge has a toll booth...

$GOOGL is buying time.
$NVDA is still the toll collector.

But this also shows one thing: demand is real.

Google doesn’t want to lose enterprise customers, and it’s willing to pay a massive premium until its own infrastructure comes online.

Smart capacity planning or peak AI scarcity?

[Joseph Carlson @joecarlsonshow]

Google just agreed to pay $900 million per month to Spacex for extra compute capacity.

Google will pay a wild premium in the short term to not turn away enterprise clients due to lack of compute.

This is temporary. Google will cancel this agreement as soon as their own capex comes online.

This is just a bridge to keep those enterprise clients happy in the meantime.

[Bully & Shorty @Bully_Shorty]

@Brownmoose She can't even afford proper clothes. 😩

[Bully & Shorty @Bully_Shorty]

You wanted a nice dip, right? 😂

​So why aren't you smashing that buy button? 😅

[Bully & Shorty @Bully_Shorty]

The market did not dump.

It margin-called everyone who confused conviction with leverage.

$SPX $QQQ $BTC

Bully: This is just a healthy pullback - I guess. The trend is still alive.

Shorty: So were the longs.

Shorty did not predict the move.
He just noticed everyone was leaning the same way.

Crowded conviction gets expensive fast.

Breakdown or bear trap?

[Bully & Shorty @Bully_Shorty]

@Falcon0nX All longs liquidated. 🫡

[Bully & Shorty @Bully_Shorty]

$ASTS has full signal in the narrative and airplane mode in the income statement. 🛰️📶

Bully: Dead zones are the TAM. 💸

Shorty: Cool. Q1 still says $14.7M revenue and a $191M loss.

Are you buying the space-phone story before the numbers catch up? 🚀📊

[Bully & Shorty @Bully_Shorty]

@Ashton_1nvests More capex. MOOOOORE! 😵‍💫

[Bully & Shorty @Bully_Shorty]

Hot jobs turned the weekly recap into a rate story. 🔥

Bully: $DIA and $IWM tried to broaden the rally.

Shorty: +172K payrolls pushed yields up, and $QQQ & $AVGO felt the weight.

Did the jobs report change your plan?

[Bully & Shorty @Bully_Shorty]

$NOW is sitting on the line where “healthy pullback” can turn into “you bought the top again.” 🧨📉

Confirmation is above. Invalidation is below.

Bully: "$NOW above $126 and the software bounce gets a second life." 🟢

Shorty: "Under $110, this stops being a setup and starts looking like bait." ⚠️

DCA or waiting for the pain path? 👀

[Bully & Shorty @Bully_Shorty]

@retail_mourinho Annotation:

Bully wouldn't say that about the current $BTC and $ETH price action. 😅

[Bully & Shorty @Bully_Shorty]

@retail_mourinho Shorty: "THIS IS THE END!"

[Bully & Shorty @Bully_Shorty]

@TrendSpider Bully: Is it really just a healthy pullback? 😩 Please let me have a look!

[Bully & Shorty @Bully_Shorty]

@TheProfInvestor 👀