🚨WORLD CUP FINAL JERSEY🚨
We’ve decided to giveaway an official Adidas Argentina or Spain jersey of your choice with any player on the back! ⚽️
To enter:
1. FOLLOW @Ozoon_CA@MadelnCanada
2. LIKE ❤️ & RT 🔄 this tweet.
3. Reply with your size & player!
Good luck! 🇦🇷🇪🇸
WIN A SIGNED MESSI JERSEY 🚨
In honor of the World Cup Final, we're giving away an autographed Lionel Messi Argentina jersey!
To enter:
— Repost + Comment "Kalshi"
— Follow @KalshiSports
Winner announced on Tuesday. Good luck!
🚨 Rep. Marjorie T. Greene just filed her terminated filer report.
6 years ago, she joined congress but began trading in 2024.
She quickly became one of the most active traders congress has ever seen.
She made 371 trades during her term, 70% returns, $1,000,000+ profit.
Some of her trades were extremely profitable and many believe she might’ve had some insider information.
Like her $INTC trade, a few months before the U.S. government took a $8.9B position in the company. It’s up 484% since.
The perfectly timed investments in companies like $AMZN, $AAPL, and $NVDA on April 2025, days before President Donald Trump announced a 90-day pause on tariffs.
And many more…..
Wether she had insider information or not, we will probably never know.
Marjorie Taylor Greene, your trade disclosures will be missed.
Thank you for everything 🫡
Rotation people!! How to spot it:
Think back to january...we witnessed a HUGE rotation from software into semiconductors.
Thinking logically...that big $$$ that rode semis to ATHs is going to eventually take profit and rotate elsewhere.
Not saying the semiconductor run is over, but software seeing some renewed strength makes me think we're in the early stages of a short term rotation out of semis.
The question is...into where?
First, how can you tell when rotation is happening?
- former leaders stop reacting well to good news
- relative strength starts shifting
- watching major ETF flows (see screenshot)
- leadership narrows before rotation (1-2 stocks carrying the whole theme)
- new narrative emerges + sexier story
- expansion happening in a different theme
The caveat is don't be too early to rotate out of the strong theme...wait for confirmation of weakness + lower highs.
Some sauce:
> go to finviz
> make a watchlist of all the top ETFs
> rank by performance (week, month, Q)
> see where the strength has been on longer timeframes
> see where the strength is starting to appear on shorter timeframes
Gives you an idea on where $$$ has been + where $$$ could be rotating into...so you can focus some attention to potentially find the next leading sector.
Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid components
Power Electronics
$AEIS - power control electronics
$VICR - power delivery
Capacitor Banks
$VSH - power capacitors and capacitor banks
Substations & High-Voltage Circuit Breakers
$POWL - substations/switchgear
$AZZ - substations
Transformers
$HPS.A - My favorite for transformers
$SPXC - power transformers
Electrical Core Steel
$CLF - Only producer of electrical steel in America?
This included:
-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel
TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing.
Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others.
There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.
The @Mariners are giving away an Ichiro Replica Statue at Friday’s game 🤩
Repost and reply for your chance to win a statue AUTOGRAPHED by Ichiro himself!