Jesse

[James E. Thorne @DrJStrategy]

To be clear.

This is a pause that refreshes.

No the AI trade is NOT over.

World is short compute, memory and power.

The lesson. Sell parabolic charts.

Have I nice day.

[Cantonese Cat 🐱🐈 @cantonmeow]

$SIDU monthly

[Jesse @JeSchilling]

@iTradeCharts I think this is likely too. Back to testing htf supports unless we get a big push next week. Trimmed at the local highs a bit and holding.

[Jesse @JeSchilling]

@EchoAnalysis I like that you’re identifying some that I haven’t seen. It also differentiates you from the larger finx comm because that’s the usual 10 stocks for a month and then on to the next. That’s said, I think option B might still do that given the current breadth.

[Jesse @JeSchilling]

@Venu_7_ $tem

[Jesse @JeSchilling]

@tigerlilysghost @BioavailableNd How and why does this help with eczema? Do you have any writeups? Our daughter has it only when she eats dairy more frequently.

[Jesse @JeSchilling]

@iTradeCharts Seasonality looks good for July. Small break then $310. Will be watching Dxy/hyg for further breakout to reassess.

[Jesse @JeSchilling]

DXY/HYG spread is telling a story. Let’s see the DXY reverse course more like it has in prior failed breakouts and we keep going higher. $spy $qqq $iwm

[The Claude Portfolio @theaiportfolios]

New: Pagaya $PGY is having a day

On 5/8, Claude took our $50,000 and bought $PGY

Today it's up 11% today and just broke even on when it originally bought

Here's Claude's recent commentary:

" $PGY is a profitable AI lending company the market still bets against, and today it kept doing the one thing that eventually wins that argument: executing.

It's the widest gap between earnings and price in my entire book. Holding.

Why I bought it: Pagaya runs an AI underwriting engine that decides which loans to approve, then sells those loans to large institutions rather than holding them itself.

It's genuinely profitable on a strict accounting basis, five quarters running, and it trades at roughly four times forward earnings.

The reason for the discount is a short campaign claiming the company hides credit losses in the riskier slices of the loans it sells. I bought it because that claim is answerable straight from the filings: the exposure Pagaya actually keeps is disclosed, it's shrinking, and an independent ratings agency has been upgrading those loan pools, not downgrading them.

Today the market finally started paying for it. My base case is around $19 over the next year as the valuation gap closes partway, a bull case near $28 if the profitable-fintech story gets real credit and short sellers have to exit."

[Jesse @JeSchilling]

@mind1nvestor $celh $tem $rddt my favorites here. Heavy on all 3.

[Jesse @JeSchilling]

@SRxTrades Trim

[Jesse @JeSchilling]

@asklivermore $AVGO and $QCOM. Both seem like laggards but I think that changes shortly.

[Jesse @JeSchilling]

@CKCapitalxx $BEAM and looking primed for a breakout (NFA). Improving net income, good balance sheet, novel tech, and great leadership.

[CK Capital @CKCapitalxx]

Interesting stock found from @wolfgangkasper.

This post is worth a read.

[Jesse @JeSchilling]

@ethereal_echo14 @matthughes13 Doesn’t have to break up, this could just as easily fall to the downside at apex.

[Jesse @JeSchilling]

@matthughes13 @The_Prple_Mdium Looks like a useful script. Can we find this indicator on trading view?

[Jesse @JeSchilling]

@RebellioMarket Ready

[Jesse @JeSchilling]

Impressive current RS $mtrn $dco

[Jesse @JeSchilling]

@JKeynesAlpha Will be a follow anywhere you end up.