Geooo

Trading the U.S. markets since 2018.

[Geooo @Geooo369]

@TheDunkCentral Worse part is his salary ramps up starting next year 😂

[Geooo @Geooo369]

Personally starting accumulate $IBIT and $CRCL this week. Lets see how it goes 1 year from now.

[Geooo @Geooo369]

Lot of “GURUS” are starting to lose faith. I think the bottom in Bitcoin is finally able to form, slowly.

[Geooo @Geooo369]

The time Bitcoin will truly bottom is whenever all these gurus stop calling for the bottom $BTCUSD 😂

[Geooo @Geooo369]

TAN/QQQ new all time closing high

[Geooo @Geooo369]

Thread 4/4
The bottom line:
This is a trade on backlogs, scale, and AI-driven power demand.

I believe the outperformance between the TAN/QQQ pair is just getting started.

DYOR. Not financial advice.

[Geooo @Geooo369]

@JC_ParetsX Gotta be $INTC

[Geooo @Geooo369]

@CFlanders7 Part of the game

[Geooo @Geooo369]

Even as Gold has fallen 25% from peak. This Ratio of Gold/SPX just look like a breakout retest to me. Last time we are breaking out and retesting near these levels is the 1970s and 2008. $GLD

[Geooo @Geooo369]

Ratio of GOLD/SPX all the way back to 1896. Gold's outperformance is likely to continue over the next 5 years.

The commodity super cycle is alive and well. I remain bullish on tangibles like metals and energy.

[Geooo @Geooo369]

Great. I always thought real estate agents are not much of a value add.

[Tuki @TukiFromKL]

🚨 Do you understand what just happened?

A guy in Florida asked ChatGPT to sell his house. Not help him sell it. SELL IT. Pricing, Marketing, Showings, Contract.. Everything.

Sold in 5 days.

The average real estate agent takes 6% commission. On a $400K house that's $24,000. For what? Putting it on Zillow and sending you emails?

This man paid $20 a month for ChatGPT and did the whole thing from his couch.

Real estate agents spent 20 years telling you the process is too complicated for normal people. That you need a professional. That the paperwork is too risky without them.

It was gatekept.

And a chatbot just kicked the gate open..

Lawyers are next, Accountants are next, Financial advisors are next.. Every profession that made you feel stupid so you'd pay them is about to get the same treatment.

The middleman economy is dying. And it's not dying because AI is smarter than them.. It's dying because AI proved you were always smart enough to do it yourself. You just weren't allowed to..

[Geooo @Geooo369]

The time Bitcoin will truly bottom is whenever all these gurus stop calling for the bottom $BTCUSD 😂

[Geooo @Geooo369]

All forms of commodities will follow on one by one following gold's move.

[The Factor Report @PeterLBrandt]

I cover this chart in the Update tomorrow
My favorite sandwich is peanut butter, jelly, potato chips and banana slices
$PBJ
Continuation inverted H&S (they do exist skeptics)
Target 1X at 58.7, 2X at 68
https://t.co/gDeM5nTRIY
Best deal on the street

[Geooo @Geooo369]

😂

[Stock Talk @stocktalkweekly]

When Rothschild said "Buy when there's blood in the streets" he didn't mean "buy every single -2% dip"

When Buffett said "Buy & hold" he didn't mean "baghold unprofitable shitcos"

When Druckenmiller said "Diversification is overrated" he didn't mean "full-port a meme stock"

[Lit News Network @litnewsnet]

WILD: Trump asks Congress to stand up if they believe it’s the first duty of the American government is to protect US citizens, not illegal aliens.

Zero Democrats stood up.

[Geooo @Geooo369]

@TradersConf I’m going through a mini version of his. Diversifying money into fixed income of some sort while you’re really thriving is hard but a must. I guess he and I learned it the hard way. Hope he can get his mind right and bounce back.

[Geooo @Geooo369]

3/ I’m not a fan of catching these falling knives as I'm focused on actual momentum. But if you were to look for dip-buys for long term on any of the recent flush, focus on the critical infrastructures and security-sensitive plays.

Market is ignoring the Complexity of moat.

[Geooo @Geooo369]

1/ Softwares laggards continue to lag and Hard Assets continue to hold well.

The Anthropic news + Citrini report have everyone spooked that AI is going to zero-out payment fees and automate security suites into extinction.

On top of it, Trump tariff didn't help.

[Geooo @Geooo369]

2/ However, this is starting to enter the like of "random fear" territory.

Sure, AI disrupts the SaaS workflow side. But completely replacing the core infrastructure of global Financials or Cybersecurity? I see that harder to achieve.

[Geooo @Geooo369]

Even the defense softwares now 🤯

[Bilawal Sidhu @bilawalsidhu]

Between Gemini 3.1 and Claude 4.6 it's honestly wild what you can build. This feels like Google Earth and Palantir had a baby.

Made this with all the geospatial bells and whistles -- real time plane & satellite tracking, real traffic cams in Austin, and even got a traffic system working. Panoptic detection on everything.

Skinned the whole thing to look like a classified intelligence system. EO, FLIR, CRT. Got a bunch more stuff on the roadmap. This is fun.

[Geooo @Geooo369]

Ratio of GOLD/SPX all the way back to 1896. Gold's outperformance is likely to continue over the next 5 years.

The commodity super cycle is alive and well. I remain bullish on tangibles like metals and energy.

[Geooo @Geooo369]

Thread 4/4
The bottom line:
This is a trade on backlogs, scale, and AI-driven power demand.

I believe the outperformance between the TAN/QQQ pair is just getting started.

DYOR. Not financial advice.

[Geooo @Geooo369]

Thread 1/4
The solar sector setup for 2026-2027 is massively underappreciated. Here's the data:
$FSLR $NXT $ENPH $SHLS $TAN

[Geooo @Geooo369]

$SHLS — Record backlog of $720.9M (+21% YoY), ~$575M converting to revenue over next 4 quarters. Gross margins recovering from 24.8% → 40%+ by 2026. Expanding into BESS and international with a 20+ GW pipeline.