@IngriPauline My parents arent even bad ppl but their condescension towards the younger generations as they watch them flailing & drowning makes me hate them so much
I have made over a MILLION in the last 2 MONTHS
My SECRET is having a watchlist for each sector to catch rotations EARLY
HERE IS THE SECTOR ROTATION WATCHLIST:
Memory: $MU $SNDK $WDC $STX
Semis: $NVDA $AMD $ARM $INTC
Networking: $AVGO $MRVL $CRDO
Photonics: $AAOI $LITE $COHR $NVTS $GLW
Infrastructure: $DELL $SMCI
Data Centers: $IREN $CIFR $APLD $NBIS
Software: $MSFT $NOW $SNOW
Defense: $PLTR $KTOS $AVAV
Drones: $ONDS $DPRO $UMAC
Robotics: $OUST $SYM $TSLA
Space: $ASTS $RKLB $RDW $LUNR
Quantum: $IONQ $QBTS $RGTI
Nuclear: $OKLO
Fintech: $HOOD $SOFI $AFRM
Copper: $FCX $SCCO $TECK
Autonomous: $JOBY $ACHR
@avidseries In the world of daytrading and capital management, in order to outperform everyone else, one of the most important concepts to deeply internalize is 'frontrunning' a trend
Social & political scientists would do well to adopt and normalize that mode of thinking
I published a note today that I've been thinking about for months.. About how the US stock market has arguably become too big and too imp to fail.. It's basically America's retirement fund now and poss even the savior of social security which is expected to run out of money in less than 10yrs
-Curr 55% of ppl own stocks, by far most in world. And w/ Trump Accounts bringing in 28 million add'l americans into stock ownership the vast majority of ppl (incl Top 1% (who own HALF of stock mkt), middle class and lower income) will have financial interest in the health of stock mkt and they're all voters = the political pressure to keep stocks out of a prolonged bear market is going to be very powerful.
-As such I think there's good chance the Fed will buy equity ETFs in the next major downturn to support market and it will be common practice going fwd. China and Japan already do this. They may even target certain sectors or Capex cos with the purchases.
-This is a massive variable that I feel like is a blind spot among the experts out there and why the bears get run over time and time again altho I think investors are onto it as evidenced by the persistent flows into ETFs during pullbacks as well as a survey of 1000 ppl showing 3/4 of them are confident the Fed will bail out markets in next crisis.
-This is just one byproduct of the 'Nothing Stops This Train' monetary supply explosion and debt extravaganza sweeping the world but esp in US which at this point feels irreversable.. Thoughts? lol
@DanBurmawy I'm in the camp that the 2A (more specifically the 2A industrial complex) is actually one of the biggest reasons WHY america is being successfully conquered. Been saying that for about a decade
https://t.co/qDbc6T4PIa
@AmerPhilo2025 It’s *because* of the 2A
Guns are tolerated bc they act as a pacifier for American conservatives who get to permanently imagine - but never act - in revolutionary ways, and get fixated on the political defense of a de facto inert totem while surrendering all else.