Johnny W

Gold Mining Geologist. Passionate about Trading, Gold, Crypto and Liberty.

[Johnny W @JohnnyW_050]

@Jamie1Coutts I thought gold is supposed to detect it first

[Secession by Western Australia @SecessionWA]

WA secession isn’t isolation.

It’s proof of concept.

If WA can keep its resource wealth, slash taxes and prosper, Queenslanders will ask the obvious question: why not us?

The States existed before Canberra.

They can exist again — as mature, self-governing nations.

[Johnny W @JohnnyW_050]

@arb_terminal @ChrisCamillo Brilliant tool, congrats on it. Already connecting dots I couldn't see before using leading edge data and with the on the street interviews you guys are doing. I'm looking forward to seeing how this can develop further and being part of the new community

[Johnny W @JohnnyW_050]

@arb_terminal They're all quality too!

[Johnny W @JohnnyW_050]

@Kennur @arb_terminal Yes just looks like nonsense to me. Not sure the reason for the hate and lies, but the truth always prevails.

[Johnny W @JohnnyW_050]

@Jamie1Coutts Wait till they nationalise it!

[Johnny W @JohnnyW_050]

@kennur Thanks for flagging it, looking into it

[Arb Terminal @arb_terminal]

FREE PUBLIC BETA LIVE

https://t.co/7F590KJGwq

[Johnny W @JohnnyW_050]

@marv63874129 @RaoulGMI @0xbeepit It's been proven false in the short term but not necessarily in the long term. It's always time horizon. I note you did call RaoulGMI
a "clown," so rather than name call its better you simply unfollow, but you want to be a troll, a loser move, to people with a different view

[Johnny W @JohnnyW_050]

@marv63874129 @RaoulGMI @0xbeepit So what are you saying, bitcoin and 'crypto' is dead, forever? Also it has no macro drivers at all? This is a clown move

[Johnny W @JohnnyW_050]

@marv63874129 @RaoulGMI @0xbeepit Unfollow Marvus, you LOSER! 😂

[Johnny W @JohnnyW_050]

@RealVision @RaoulGMI

[Johnny W @JohnnyW_050]

@AntonKreil @VolatilityVIX

[Julien Bittel, CFA @BittelJulien]

This chart probably best encapsulates the story of 2025. It’s a chart I shared in several of my reports last year, and it also explains why ISM remained lower than we initially expected.

This shows the relationship between Taiwan exports and ISM.

At its core, it’s the story of the AI and robotics boom. But what the chart is really showing is sequence…

Taiwan exports move first because Taiwan sits at the very front of the global production chain, at the centre of the global semiconductor supply chain.

When a new demand shock hits the system, it typically shows up first in semiconductor sales and exports. That is why global semiconductor sales have long been a reliable leading indicator of the cycle.

Last year marked the first phase of the AI and robotics cycle...

Taiwan exports surged, driven almost entirely by semiconductors. GPUs, advanced logic, memory, and packaging sat at the centre of that move as hyperscalers, governments, and enterprises rushed to secure the compute required to train and deploy AI models and automation systems. That is why exports exploded. This was the tip of the spear.

But growth always slows after the initial surge, particularly after reaching close to 50% year over year in the November data. That is not a sign of weakening demand. It is a sign of transition. The acceleration phase is now behind us. Inventories have been built and capacity has been secured.

Global semiconductor sales remain very strong, but the impulse growth phase has now passed. And this is where the cycle shifts…

Once the chips are dispatched, the rest of the AI and robotics ecosystem has to be built around them. Data centres need power, cooling, networking, storage, and grid upgrades. Factories need automation, sensors, robotics and new control systems. Enterprises need new hardware, software and tooling. Products and processes get redesigned around AI capability. This is heavier, slower, more capital-intensive investment, and it spreads far beyond semiconductors into industrials, energy, infrastructure, autos, and enterprise IT.

This is the phase the ISM responds to…

When AI demand forces real-world infrastructure investment, not just chips but everything around them, the broader business cycle follows. Semiconductor sales were the ignition. The next leg is second-order CapEx and real-world infrastructure buildout.

As that capital makes its way through the system, the broader cycle re-accelerates.

To me, this is the story for 2026...

[Johnny W @JohnnyW_050]

@RealVision @RaoulGMI @BittelJulien This is an extended cycle. While liquidity will return short term until year end following the government reopening, which will give us a sudden inrush. You'll get a pump up to 150k followed by a pullback to a 145k close. The banana zone continues next year to a 450k high.

[Johnny W @JohnnyW_050]

@RealVision @RaoulGMI

[Real Vision @RealVision]

🚨 BIG GIVEAWAY

Win up to $5,000 as offered by @RaoulGMI if we double our waitlist.

We're very close!!

If not, 5 winners, $1000 each.

Steps:
1. Join our waitlist (link below)
2. Drop a screenshot of the email confirmation
3. Like & RT this post

Winners announced on Oct 27.

[Johnny W @JohnnyW_050]

@RealVision @RaoulGMI I've entered all comps so far..maybe I get lucky!

[Johnny W @JohnnyW_050]

@RealVision @RaoulGMI

[Real Vision @RealVision]

🚨GIVEAWAY🚨

5 winners, $1000 each

Steps:
1⃣ Join our waitlist (link below)
2⃣Drop a screenshot of the email confirmation
3⃣ Like & RT this post

If we double the waitlist total by Sunday, .@RaoulGMI will add $5k more to one extra winner!

Winners announced on Monday, Oct 27 🫡