DupontTrading

Trading Education from @GregoireDup with 20 years+ Experience as a Professional Trader, Portfolio Manager and Hedge Fund Manager.

[Gregoire Dupont @GregoireDup]

Heading into a massive Quadruple Witching Thursday and the "Warsh" Fed's first FOMC meeting, we break down all the vital flows, SpaceX IPO, charts, and positioning shifts.

👇 Read the full market desk breakdown:
https://t.co/t5nXshkLkP

[Gregoire Dupont @GregoireDup]

Early-week all-time highs printed on anemic volume completely dissolved into a violent, heavy-volume institutional flush. What triggered the chaos?

- GOOGL's surprise $80B equity raise for AI capex sparks a "lower buybacks" warning
- SpaceX not fast included into...
👇

[Gregoire Dupont @GregoireDup]

Tech Dominance is reaching extreme levels driven by a massive AI infrastructure build-out.
SOX up 50% in a month.

Blow-off top into June?
Read the full breakdown below 👇

[Gregoire Dupont @GregoireDup]

In the latest episode of "Your Next Trade," I break down the tech dominance carrying the S&P 500 and the looming liquidity floor created by the $2 Trillion SpaceX IPO in June 2026.

We analyze a mentoring case study.

Link below 👇

[DupontTrading @DupontTrading]

The 2026 earnings storm is here, and the data is wild! 📈

While the S&P 500 holds its ground, we’re seeing a massive split: Energy is up a staggering 32.9% YTD, while Tech concentration is finally giving way to market-wide dispersion.

https://t.co/aL1oC5A0S5

[Gregoire Dupont @GregoireDup]

April 2026 Performances: The Growth Comeback

▶️ Top 3: Technology +20.0%, Telco +20.0%, Nasdaq 100 +15.7%
▶️ S&P 500: +10.5%
▶️ Nasdaq: +15.7%
▶️ Russell 2000: +12.1%
▶️ Bottom 3: 20Y Bonds -1.2%, Gold -1.5%, Energy -2.6%

[DupontTrading @DupontTrading]

The "Market Floor" Theory
Is the SpaceX IPO the only thing keeping this market from a correction?
With a $2 TRILLION valuation and a June listing, the stakes have never been higher.
Gregoire Dupont breaks down why the "powers that be" are incentivized to keep liquidity high.

[DupontTrading @DupontTrading]

The $SOX is at a critical junction while software lags and WTI Crude eyes $100. Are we looking at a sector "pimping" or a major correction? 📉

Gregoire Dupont breaks down the ultimate pair trade for the week ahead.

📺 Watch now: https://t.co/G9ywRCOukK

[Gregoire Dupont @GregoireDup]

⚠️ Earnings Storm Incoming! ⛈️

Are you ready for the next move in stocks, crypto, and commodities?
In Episode 130 of #YourNextTrade, @DupontTrading breaks down the latest market trends and what to watch for as earnings season kicks off. 📈💻

Watch the full breakdown now 👇

[Gregoire Dupont @GregoireDup]

February 2026 Performances: The Great Defensive Rotation.

▶️Top 3: Telco. +11.1%, Utilities +10.4%, Energy +9.5%
▶️S&P 500: -0.9%
▶️Nasdaq -2.3%
▶️Russell 2000 +0.7%
▶️Bottom 3: Technology -3.6%, Financials -3.8%, Bitcoin -14.7%

[DupontTrading @DupontTrading]

January 2026 was a bloodbath for digital assets but a goldmine for hard commodities. We are seeing a massive decoupling:
• Energy/WTI: +14.2% / +13.6% • Gold: +12.3% • Nasdaq 100: +1.2% • Bitcoin: -10.8% 📉

The "Inflation Trade" is back with a vengeance. Who’s rotating? 🧵👇

[DupontTrading @DupontTrading]

The Fed’s “Hawkish Cut” is here. What happens next?

Stocks ripping. Crypto lagging. Yields sticky. Retail flows exploding.
In Your Next Trade Ep129, I break down the next big moves.
📺 Watch here https://t.co/b8jkU6LpdG
#FOMC #markets #trading #stocks #crypto #SP500 #Nasdaq #AI

[Gregoire Dupont @GregoireDup]

November 2025 Performances: Healthcare vs Bitcoin

▶️Top 3: Healthcare +9.3%, Biotech +9.1%, Gold +5.4%
▶️S&P 500 +0.2%
▶️Nasdaq 100 -1.6%
▶️Bottom 3: Technology -4.8%, Telco. -5.8%, Bitcoin -14.7%

[DupontTrading @DupontTrading]

Bitcoin ETF investors are underwater: VWAP ~88k, current price below.

#Crypto #Bitcoin

[DupontTrading @DupontTrading]

Not all AI plays are equal.
Apple + Google WIN AI 🍏🤖
Strategic AI positioning: Apple’s capex discipline + Alphabet’s Gemini launch = outperformance.

#stocks #aapl #googl

[DupontTrading @DupontTrading]

There is no ‘they’ in markets. If you’re wrong, it’s YOUR risk management.

#Bitcoin #Trading

[DupontTrading @DupontTrading]

🚨 NEW EPISODE: Your Next Trade Ep127 is live!

Bitcoin dumped. AI stocks rolled over. Fed cut odds jumped. Yen collapsing.
Here’s what actually moved markets — and why “they manipulated Bitcoin” is a massive red flag.
Watch the full breakdown now 👇

https://t.co/Tr9s68hlnL

[Gregoire Dupont @GregoireDup]

Bitcoin Drawdown so far -35%.

[Gregoire Dupont @GregoireDup]

Macro, Earnings, & Mean Reversion: A Reality Check for Bulls

Markets stumbled as seasonality failed and gamma pressure triggered selling.
With GDP growth slowing and top sectors mean-reverting, the next catalyst may hinge on a government shutdown deal to steady sentiment.

[DupontTrading @DupontTrading]

AI Bailout — Who’s really paying for the trillion-dollar AI race? 💸
Big Tech’s parabolic rally is masking deep cracks across markets.
In Ep125, I break down:
📉 Stocks & Crypto correction
💥 AI credit bubble risks
📊 S&P 500, Nasdaq, BTC setups

https://t.co/ApoOMiDrw3