Vivien HOUNSOUNOU

Fell 7 so far. Working on rising 8.

[Vivien HOUNSOUNOU @KeepWalking85]

Walking by sight is hard.
Walking by faith is hard.

Choose your hard.

[Vivien HOUNSOUNOU @KeepWalking85]

@JasonL_Capital All that requires electricity to run, no?

[AskLivermore @asklivermore]

Listen to ME. I MADE you millions. Now I will SAVE you millions. You need to stay careful here.

$QQQ and the tech-sector is STARTING to show signs of LATE-cycle movements.
With each new MARGINAL high comes more and more BEARISH-divergence.
Bulls are getting VERY greedy at these levels.

What should you do?

For AI winners like $ARM, $AMD, $NBIS, etc.:
1. HOLD and KEEP
2. But I've TRIMMED my AI winners by 20% to lock-in gains
3. I've also started to HEDGE 15% of my portfolio (3-month puts, inverse ETF, etc.)
4. This helps ABSORB potential volatility

For lagging sectors:
1. We are OVERweight in $XLV and healthcare (doing very well for us)
2. We are OVERweight in bottoming sectors like software $IGV (doing great for us)
3. We are OVERweight in contrarian buys like consumer staples

For defensives:
1. Core positions in defensive sectors can HELP and maybe even OUTPERFORM the next few months
2. Think consumer defensives, utilities, and industrials

Overall, KEEP your AI winners!!!! We are still EARLY in AI.
But make sure you hold your gains by balancing your portfolio for the next 3 months ahead.

[Vivien HOUNSOUNOU @KeepWalking85]

@antibearthesis IREN is a power producer? I thought they were in data center

[Mike Investing @MrMikeInvesting]

The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!

Many who know & capture the next phase cycles will become millionaires.

Phase 1 is officially done, & we are now onto Phase 2:

PHASE 1 — FOUNDATION LAYER (2023–2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.

$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.

$MU - High bandwidth memory essential for AI servers & large scale compute.

$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.

$INTC - Domestic semiconductor and AI infrastructure turnaround play.

PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027)

$IREN - AI focused data center expansion securing scalable power for next-gen compute.

$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.

$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.

$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.

$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.

PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029)

$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.

$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.

$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.

$ASTS - Space based connectivity enabling future autonomous and AI communication systems.

$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.

PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+)

$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.

$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.

$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.

$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.

$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.

The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout.

Save this to look back on later…

[Vivien HOUNSOUNOU @KeepWalking85]

@KobeissiLetter 😂😂😂

[Vivien HOUNSOUNOU @KeepWalking85]

@CheddarFlow 637 is not OTM

[Vivien HOUNSOUNOU @KeepWalking85]

What do you do when you got no money to keep buying the dip?

[Vivien HOUNSOUNOU @KeepWalking85]

Are you guys saying they got no money to pay their workers at home but have plenty of money to wage war miles away from home?

[Vivien HOUNSOUNOU @KeepWalking85]

@KobeissiLetter 😂😂😂what amazes me the most is that everyone believes whatsoever he says

[Vivien HOUNSOUNOU @KeepWalking85]

@MarketMovesMatt Transfer

[Vivien HOUNSOUNOU @KeepWalking85]

@Barchart Hopefully, he focuses on TSLA soon

[Vivien HOUNSOUNOU @KeepWalking85]

@MarketMovesMatt The reason people buy instead of selling is not that they don't want to, it's because the starting capital for selling is awfully high compared to buying.

[Vivien HOUNSOUNOU @KeepWalking85]

@BrenBuilds @KobeissiLetter Is the gov in the iron ore extraction business? How can you think like that?

[Vivien HOUNSOUNOU @KeepWalking85]

@Breaking911 A criminal is a criminal. What he is hanging unto doesn't make any difference.
The lousy mindset in Brazil of calling criminals victims of society is starting to make its way in the US.

[Vivien HOUNSOUNOU @KeepWalking85]

@MrMikeInvesting Kiyosaki has been doing it since forever. You have much to learn from him.

[Vivien HOUNSOUNOU @KeepWalking85]

@disclosetv Why is it no longer possible to comment on telegram?

[Vivien HOUNSOUNOU @KeepWalking85]

@dissectmarkets What kind of stupidity is that? Since when company's performance has anything to do with whom the CEO takes pictures with?

[Vivien HOUNSOUNOU @KeepWalking85]

@CheddarFlow They are hedging their exposure to tech stocks

[Vivien HOUNSOUNOU @KeepWalking85]

@KobeissiLetter You will own nothing and you'll be happy!

[Vivien HOUNSOUNOU @KeepWalking85]

@theRealKiyosaki can't login to your website after you implemented the new login system. I don't receive the email, it's not in spam folder either. I sent an email to customer service but got no reply