Hokage

documenting my journey, proper risk management combined with an edge against the market.

[Hokage @HokagePicks_]

I just wanna be transparent, with myself, with the trading community, with everyone who comes across this post.

imagine bro, imagine having a consistent and profitable system, yet that still not being enough.

[Grant Lannin @retirementkeys]

This sounds cringe as fuck but it genuinely has power to re-wire your emotional system

Every night, before you go to sleep - sit or lay down & imagine how you'd feel if you loved/accepted yourself fully, with ZERO lagging internal threads. Holistic, full, raging self-acceptance/love. How you would feel if you "totally made it", and were hyper-confident/fully-expressive, for no other reason than you're YOU.

Simulate how you'd feel if you met every one of your conditions for yourself to feel x way, they worked out perfectly, you did it, and now you're like "fuck yeah", and are experiencing it fully.

if you can find this 'emotional home', you're then able to create a space for it, and once created, you can then essentially just return on command. You can disregard your current 'not good enough' state, and temporarily operate in this simulated space, when you remember to do so

If you then want to add self-awareness into it, you can run this experiment and then ask yourself "now why do i feel like can't just exist like this, at every moment?" - and the conditional you've set for yourself will bubble up

and here's the mindfuck:

The exact conditional that comes up, such as "i can't feel like this because i haven't or don't have x", IS the block itself. You do not HAVE that exact thing, BECAUSE you've created lack for it, and have attached that lack TO your being.

It sounds backwards on paper. But when you let that lack statement (attached to your being) go, you are now free to move forward. The suppression was the block, in a strange 360-degree way.

[Daniel @DanielMarketsX]

I’ll only say this once. My highest-conviction valuation gaps for the week ahead:

$MU is a $1,486 stock trading at $849
$MRVL is a $253 stock trading at $189
$CRDO is a $272 stock trading at $203
$NBIS is a $244 stock trading at $178
$IREN is an $81 stock trading at $34
$APLD is a $77 stock trading at $26
$RKLB is a $117 stock trading at $68
$ASTS is an $83 stock trading at $58

Most people will trade every pullback.
The real money is made by holding the right names long enough.
Save this list.

[Carter Reynolds @CarterTradesUS]

I’ll say this once.

These 7 companies are being priced for yesterday, not tomorrow, & remain obvious buys:

1. Cipher Digital ~ $CIFR
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. Applied Digital ~ $APLD
5. Iren ~ $IREN
6. Vertiv ~ $VRT
7. Credo Technology ~ $CRDO

Come back after the next revaluation, & you’ll understand why this was the list to keep….

[Wayne Liang @wliang]

The future is on sale right now.

AI Semis:

$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%

Neocloud:

$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%

Space:

$ASTS -57%
$FLY -70%
$RKLB -55%
$SPCX -45%

Defense:

$AVAV -65%
$ONDS -58%
$RCAT -59%
$PLTR -37%

[Hokage @HokagePicks_]

@zaytrades_7 so u used the 4hr psp with ym, then u used a 1hr psp with es?

[Josh @JoshTradeOption]

$MU $SNDK

Memory Chip Shortage Will Last Well Beyond 2030..

The current DRAM/HBM crunch is not a short-term blip. It is a multi-decade structural shift.

Phase 1: AI Data Centers Dominate Until ~2030

Data centers are projected to consume around 70% of high-end memory supply in 2026. Hyperscalers are locking in capacity for years, driving HBM demand from $35B in 2025 to over $100B by 2028.

Wafer supply lags demand by about 20%, and new fabs take 4-5 years to build. Industry leaders like the SK Group chairman and Micron CEO expect tightness well beyond 2026-2027, with HBM sold out through 2028.

Phase 2: Humanoid Robots Take Over Beyond 2030

Mass-produced robots. Humanoids could need 10x the memory of today's advanced autonomous vehicles (potentially 300GB+ DRAM per unit).

With hundreds of millions of robots projected by 2030-2040, this creates sustained demand for decades.

This is structural, not cyclical. New capacity will be absorbed by endless AI needs plus embodied AI in the physical world.

The memory shortage is a generational opportunity for semiconductor leaders like MU.

This isn’t your typical cyclical cycle. What is this is unlike anything we’ve ever seen before?

[Hokage @HokagePicks_]

@Bilal_tradess @IFregYN @GxTradez what do u mean ? and how would that have helped him avoid the loss

[Hokage @HokagePicks_]

@____PATRON @_KylesPicks_ bro thats hilarious he really dropped dogshit for his twitter followers

[Source of Boxing @Sourceofboxing]

Rolly Romero threw his opponent to the ground after he getting hit with a shoulder shot 😬

His Judo background showing in this video 😭

[Hokage @HokagePicks_]

@L2WTrades kind of true but also not really, hard to anticipate the 6am candle closure as it doesnt close til l10. and the 9:30 driver is more than enough to reverse a candle

[aether @bluewdrift]

romanticize your life, take pretty pictures, feel like the main character, light up a candle, read books, go for a walk, dance to your favorite music, buy yourself presents, do whatever you want, be happy - this is your life, don't let anyone take it from you

[Erik @eriktrades_]

In a situation like this where YM does not reverse from the highs to go lower, the general rule is:

If price refuses to reverse/manipulate from a key level/SMT sequence, price must require one of three things to expand:

1. Strength switch
2. New key level (Engineered key level/Further key level)
3. HTF open (90m/4h/6h)

If you study the actual framework of price, the failure to manipulate at the highs on YM was not a sequence for NQ to catch up higher. This can be filtered by:

1. Phase of price - NQ was not showing bullish signs and is failing to manipulate the lows
- 1a. But if NQ is failing to manipulate the lows, you then have to determine which one plays out with the draw/profile (Refer to the 5 key components - the first two are draw on liquidity/profile)
- 1b. NQ has key levels lower/the weekly profile on NQ was clearly bearish - high of week on a daily gap in an overall bearish trend, monday forms the high of week with a reversal candle so we can expect tuesday continuation

2. No strength switch on YM in the first place to take NQ higher. Massive bearish gaps being formed.

3. Overextended on YM on the daily timeframe

following this; with YM pushing higher I wasn't even looking at anything else except a strength switch between NQ/YM and a followthrough lower, and that's how you frame trades using strength switch

[Afyz @XYJtrades]

You are losing trades because you are not building price narratives. Read this entire post twice. It will help.

Before you focus on aligning expansion candles through swings & cracks in correlation/SMT, you need to apply universal model logic.

Don't blindly search for a "2 stage" or a "strength switch" or a "Psp" do the following.

There are 5 components of my model; this is the order you must apply them in. Here's the logic as to why.

1. Draw on liquidity | Highs/Lows & Gaps

- This is derived directly from universal models

i. ERL > ERL (Order Paired Ranges) -> i.e. Reversal P.o.P
ii. IRL>ERL (FVG>Swing) -> i.e. Continuation P.o.P
iii. ERL>IRL (Swing>FVG) i.e. Retracement P.o.P

2. Profile [Protraction Profiles]

- How are we delivering to that ERL or IRL in context of a fractal OHLC/OLHC concept (Daily and H4 [session])

i. Asia Reversal
ii. London Reversal (Classic P or Delayed P)
iii. NY reversals
iv. Void Profiles (S&D)

3. Key Level | Also Highs/Lows or Gaps

- Where are we delivering to the draw from?

i. Reversals (External Ranges | highs & lows)
ii. Continuations away from Reversal (Gaps)

At this point we have established a Price Narrative, now we can apply FILTERS to qualify high probability swing formations, and specific price phenomena such as SMT Breaking, Decoupling etc.

Filter 1: Cracks in Correlation | Component 4 of Model

4. CiC | SMT & PsP formations

i. At a "True Reversal" we will see a 2-Stage CiC; this will confirm the swing formation as high probability and filter out relevant swings in the market that form in key levels.

- This can look like some variant of SMT + PSP (Part 1 of my YouTube masterclass on reversals, go study if unsure)

ii. In continuation from a true reversal we will see at least a 1-stage CiC forming within [ideally] a gap to qualify the redistribution swing [think MMXMS here, redistribution away from a fair value gap]

- This can look like some variant of SMT-Fill (Part 2 of my YouTube masterclass, go study if unsure)

Filter 2: Asset Synchronization | P.o.P Arguments

i. Decoupling | 6:00 H4 Candle on Indicies

- In the case of decoupled expansion at 9:30 I have a specific protocol to identify which assets are manipulating and which are in foreseen distribution. I also have a specific protocol using CiC to trade the resync.

- This is referred to as Algo 1 in my teachings.

ii. SMT Breaking | Leading/Lagging Asset Dynamics

- In the case of SMT Breaking I will mechanically use strength switch to qualify/time when assets will expand to previously diverged highs/lows.

- I will use SS-CiC's | Remember CiC is a FILTER on a swing. So if I am trading a lagging asset in continuation, I will demand a SS-CiC either a SS-SMT (SMT fill in gap) or a SS-PSP

- If you are unsure about this watch my YouTube lecture titled: Strength Switching Universal Frameworks)

-- --

Once you have

1. Established your Price Narrative
2. Qualified your swing points using CiC Logic
3. Established which Filters you are applying to the specific trade

you then demand the following:

5. Lower Time Frame Reversal Signature

- A v shape away from the key level + CiC + Filter
- CISD, the creation of LTF gaps

Now you have a complete trade idea. A narrative + swing formation. You now are trading a high probability Universal Model.

[Hokage @HokagePicks_]

@4xemperor Gxt

[Hokage @HokagePicks_]

@TweakinTrades u can pass lucid evals in one day?

[Hokage @HokagePicks_]

@WizBetz WIZ there’s hope. just depends if they pull him or not here ??

[CooperBaggs 💰🍞 @edgaralandough]

feng shui is real. declutter your room. clear your camera roll. unfollow people. clean your desk.
wash the dishes. get rid of what’s expired. watch how much mental energy comes back

[Hokage @HokagePicks_]

@XYJtrades @eriktrades_ this is actually pretty helpful, to keep it simple whwn markets are de coupled wait for a manipulation for it to resync

[Hokage @HokagePicks_]

@XYJtrades what was rty doing today? it legit zero correlation to what happened