Sally struthers returns

[Small cap owl @electricangles]

Hard to ignore how much the market has beaten down $IOVA lately dragging it from the 5.60s to around 4.20 over short term cash burn fears.

The irony is the underlying business is actively scaling one of the most insane technologies out there right now. They take a patients own immune cells out of a solid tumor weaponize them in a lab to target the cancer and pump them back in to destroy it.

They just landed a massive new approval in Australia for melanoma this week and the FDA cleared them to push this tech into entirely new solid tumors on Monday. Real cash flow and global commercial footprints matter way more than temporary retail panic. Definitely keeping eyes on this turnaround.

[Wuce Brayne @paolo_gt]

$IOVA (weekly) rotated from $ABCL and ready to ride .. the chart is beautiful .. I am ready

[Sally struthers returns @Dancingtapas]

@DougWahl1 You have to look at percentage drops not point drops. Not a trump fan remotely but this is misleading.

[Cathie Wood @CathieDWood]

The jobs report was a barnburner. Nonfarm payrolls increased by 172,000 versus expectations for 88,000, while prior months were revised higher by 93,000. Wage growth came in at roughly 0.3%.

Yet the market sold off.

In our view, the market is misreading the signal. It is assuming that stronger than expected employment and growth will cause a an acceleration in inflation. History would suggest otherwise. 

Productivity growth is running near 3%, while unit labor costs are hovering around 0.5%. Those are not the hallmarks of an inflationary boom. They are the hallmarks of healthy, productivity-driven growth that will lower inflation.

Meanwhile, the yield curve continues to flatten despite a roughly 55% increase in oil prices year-over-year based on a three month moving average. In past cycles, an energy shock of this magnitude steepened the yield curve when the Federal Reserve was accommodating it. Instead, the bond market appears to be discounting something much more powerful: the deflationary impact of technological innovation, particularly artificial intelligence, which is beginning to increase productivity across broad swaths of the economy.

If tensions with Iran ease and oil prices retreat, we believe inflation could move into negative territory before year-end.

In our view, the Fed made a historic policy error when it raised rates aggressively into what was largely a supply-driven inflation shock in 2022. We do not believe the next generation of monetary policymakers will be eager to repeat that mistake.

Notably, gold peaked on the day Kevin Warsh was appointed. The inflation trade may already be behind us.

If our research is correct, the next phase of this cycle could be characterized by accelerating growth, declining inflation, falling interest rates, and a strengthening U.S. dollar. That combination would create a remarkably supportive backdrop for innovation-led equities and the technologies driving the next productivity boom.

I discuss this framework in greater detail in this month’s episode of In The Know.

[Pedro Morales @financialway]

$IOVA - Trading Day 9 of 20. The macro-to-micro roadmap is executing flawlessly.

Today’s aggressive Nasdaq flush was a textbook liquidity sweep, not a structural breakdown. The macro tape is front-running a clean expansion toward all-time highs next week, engineering the optimal liquidity backdrop for the SpaceX IPO on June 12.

For $IOVA, this is pure Virtual and Algorithmic Price Memory in play. The market maker's algorithm engineered today's drawdown to hunt stop-losses and mitigate institutional order blocks. We are sitting precisely at the primary accumulation floor.

To be clear: This is not an invitation to deploy capital. We have already established and exposed a significant core position based on our proprietary thesis. Manage your own risk.

As the macro tide lifts all boats next week, $IOVA’s price memory will trigger the mechanical expansion phase. 11 trading days remaining. The $7 price target remains mathematically intact.

Positions locked. Save the post. 🎯📊🚀

(Disclaimer: Not financial advice. For informational purposes only.)

[Hermod_Hermit @Hermod_Hermit]

@anyatrades I'm thinking people need to wake up to buying mining companies. Nothing tech gets made without using copper and silver. Both face severe shortages. Find a good junior or developer and you can make 2-3 x yearly, moving forward. Yearly.

[Bill Brooklyn @BillBrooklyn10]

HE’S BACK AT IT AGAIN.

$NVDA CEO JENSEN HUANG KEEPS TELLING YOU HOW TO GET RICH.

IN 2025 HE CALLED:

$MU AT $64 → +1525.00%
$NVDA AT $88 → +152.27%
$AMD AT $79 → +546.84%
$TSM AT $140 → +218.57%

NOW IN 2026 HE’S BETTING ON SPACE.

$RKLB AT $126
$ASTS AT $106
$SIDU AT $4.5
$TSLA AT $421

Are you going to ignore him again?
If you’re not following us with notifications turned on, you might miss our next alerts.

[Le Shrub🌳 @agnostoxxx]

"MY PRECIOUS"
Gold is breaking below its 200dma for the first time since 2023, and other commodities aren't looking too "hot" either.
Simple reason is that Gold and Commodities are not immune to the "liquidity drain" we have been highlighting over the last few weeks.
We know that eventually fiat currencies end up in the toilet and commodities scream higher, but the path can be bumpy along the way.
To serve as a reminder, I have attached a meme that you can hang in the Louvre or in your office.
Good luck out there!
🌳🥹🙏(courtesy of Shrubstack)

[Bull Theory @BullTheoryio]

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY.

S&P 500 down -1.65%, wiping out $1.14 trillion.
Nasdaq down -2.60%, wiping out $1.11 trillion.
Gold down -3.38%, wiping out $1 trillion.
Silver down -6.9%, wiping out $280 billion.
Bitcoin down -6.31%, wiping out $80 billion.

In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time.

It started with the jobs report this morning.

The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double.

On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them.

The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today.

Then the AI trade started cracking.

Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple.

Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks?

That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in.

Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%.

South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same.

And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development.

Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with?

Underneath all of this, there is a liquidity problem nobody is talking about.

SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next.

These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings.

But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now.

The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates.

He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do.

When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today.

Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

[アユミ＠ツンデレ姫 @tsungrow]

$NVDA
悲観的な空気感ﾀﾞｹﾄﾞ
中期目線で見るとNVIDIA様界隈はｿｰﾃﾞﾓなぃ
ｶﾅﾘ大きめのCALL買が入ってる⭐

100MﾄﾞﾙｸﾗｽのｶﾞﾁCALL買が確認されてる（5月後半）
そのまま残玉

特に市場の熱い注目は9/18MSQﾃﾞｽ

今は耐える時
下限は190

9月に向けて250ｵｰﾊﾞｰへ向けて上がっていく見通しﾀﾞﾇ
※あくまで素人の観測ﾃﾞｽ
売買を推奨ｽﾙﾓﾉではｱﾘﾏｾﾇ

[live free or die @OldGoldHawkeye]

$IOVA

[MK @RECPAccountant]

$IOVA Added 20 1/27/2028 $10 calls and 30 1/27/2028 $2 calls.

These leaps are cheap at this level...

[Josh @MightyMuth24]

I guess we should keep buying Nvidia at any dips. Wow! $NVDA

[RTrader @RefinedTrader1]

@BiotechXGuru OPPORTUNITY to load up at a better price or add additional shares.
Remember this is a longer-term play (6-12months), not your typical swing trade. $IOVA

if, by chance goes back to $3 due to market melt-down, U better thank ur lucky stars

[BIOTECH SCANNER @BIOTECHSCANNER]

$IOVA - This team will do amazing things. Saving lives every single day. Thank you @IovanceBio for what you’re doing and going to do. TIL therapy will make the world a safer place for patients suffering from solid tumor cancers. The journey has been long and hard but the company’s resilience and transformation have been rewarding to witness. The future of Iovance Biotherapeutics is looking brighter each day because of your commitment and dedication. From your investors, thank you!

[crowdcuff @crowdcuff]

@AretardInvestor @Dancingtapas @BIOTECHSCANNER Yes. Good point.

Innovation is often led by the younger, up and coming professionals looking to "break new ground" and to be on the cutting edge.

[Sally struthers returns @Dancingtapas]

@crypto_condom That's about what I'm expecting as well.

[CryptoCondom @crypto_condom]

My mother told me there are always jobs in medicine.

She wasnt wrong. In a recession, people still get sick.
Healthcare, including profitable or promising biotech, prob do better than tech if we see a larger equities correction.

$IOVA, $LLY two good examples from today

[Theo Nzali @theonzali620]

On bloody red days like today, you wish you had more dry powder and that your favorite longs would dip hard( ideally below your average cost) so you could load up.
But only if your thesis is still intact.
Averaged up on $gcts and $iova anyway.