Andrew

builder of things

[Andrew @Harmonic__Shift]

@satyanadella Worst month since 2000 satya… getting ugly out here. Need more than skills for copilot

[Andrew @Harmonic__Shift]

Now would be a good time for @elonmusk to flesh out his $1 trillion revenue target by 2030 for $SPCX . Might give the market some respite

[Andrew @Harmonic__Shift]

Price will revisit this $185 area and soon

[VolumeLeaders @VolumeLeaders]

$SPCX - ~$9B+ cluster (index inclusion) from Thursday's close shown. Top five levels since inception (roughly a week of trading) shown on chart two.

Obviously not a ton to go on, but that's a pretty large/important cluster no matter how you slice it. Across the entire VL dataset (all tickers back to 2004), there are fewer than 150 trade clusters that size or larger.

https://t.co/i5V7d5Evfk

[Andrew @Harmonic__Shift]

Definition of “squeezy” $SPCX

[Andrew @Harmonic__Shift]

$SPCX ultra small public float. Careful shorting the hole on this. She can get squeezy

[Andrew @Harmonic__Shift]

Pretty solid dump on $NOW today. Following $MSFT down the drain. Think we are in a much different place by year end with software names. Rotation right around the corner

[Andrew @Harmonic__Shift]

@zayaan_bharucha Tokyo stock exchange opens 9 AM local time. They’re 13 hours ahead of eastern time zone. That puts their stock market opening at 8 pm EST right as the huge buy surge occurred last night.

[Andrew @Harmonic__Shift]

@Motor1com what someone from ‘03 thought cars would look like in 2020

[Andrew @Harmonic__Shift]

Remember, most participants in the casino are still betting on AI related names. As a result non AI names have suffered the past 6-12 months. When the casino members begin to realize the nature of $RDDT as a uniquely insulated AI infrastructure piece it will blow through $300

[Andrew @Harmonic__Shift]

@fivepointscap @ariaradnia Try tripling

[Andrew @Harmonic__Shift]

Does it revert? The overshoot usually fades once the flows exhaust and books re-liquefy. This can happen quickly when there is little real negative news regarding software stocks. Rest of week matters more than today.

[Andrew @Harmonic__Shift]

The real mechanic: liquidity vacuum. When flow concentrates into a few mega-cap chip names, market makers pull bids and thin their books in software. So software gaps DOWN on relatively little actual volume. The move looks way bigger than the capital behind it.

[Andrew @Harmonic__Shift]

They love rinsing retail before catalysts. CEO speaking tomorrow and S&P inclusion Friday… you do the math $RDDT

[Andrew @Harmonic__Shift]

@Outdoctrination Any bloodwork you’ve seen in clients showing elevated iron + Iron saturation levels after using lactoferrin for a while? Seen it causes hepcidin to drop substantially.

[Andrew @Harmonic__Shift]

@JonahLupton curious of your thoughts

[Andrew @Harmonic__Shift]

What nobody’s talking about: the forward licensing terms inside an Anthropic settlement. If Anthropic agrees to ~$100-200M/year going forward as part of the deal, that becomes the new market rate for Reddit data access and Google’s $60M/year looks stale. Re-rate cometh. $RDDT

[Andrew @Harmonic__Shift]

Next up is Anthropic settlement. $200 mill is my base case. Upwards of $500 million possible. Anthropic wants to go public soon and should settle this lawsuit promptly before IPO $RDDT