Introducing The Drip — my Sunday newsletter to get you prepped for the week ahead. Daily editions (and much more) launch soon.
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https://t.co/0es4ANC5sb
$TSLA $GOOGL $INTC $GM $AXP
Pretty strong move on $AAPL today after a few days of the market being weak! You can track flows you find interesting within Optscan in the position tracker.
The latest Nightcap is out! 🌙 /ES reclaimed its 50 and 15min 200 SMA today — a solid reversal from Monday's rejection — but it's still coiling under its 8EMA. /NQ remains the laggard, chopping around near its 8EMA, but showed potential for a turnaround today. CPI drops tomorrow morning — that's the real needlemover worth waiting for before sizing up.
Also — new thing starting tonight: Human vs AI. My manual picks vs my AI's picks. Head-to-head, every night. 0-0 just like most soccer matches. It's on.
https://t.co/OYamzT5ci6
$SMCI $RKLB $OKLO $NVDA $TJX $RDDT $META $GFS
Now that LeBron is on the Sixers, we can focus on more important things. Today, /ES rejected its 15min 200sma & lost its attempt to reclaim its daily 8/20/50ma. We had a gravestone doji into the close, which could be a nice bear trap setup. Let's see if tomorrow brings a nice failed breakdown.
👉 https://t.co/RCA85nh0kO
$AAPL is lobbying the Trump administration for clearance to buy memory chips from China’s CXMT, per FT.
CXMT is on the Pentagon’s Chinese Military Company blacklist, but Apple is seeking relief.
Worth noting: even if Apple gets clearance, it’s unclear how much this helps if CXMT capacity is already tight and largely absorbed by China demand.
@OptionsMir Crazy action! Though look at those Thursday/Friday candles on it last week – guess that’s what the “everything has weekly options” world gives us. Sold most of my $META lottos near the open for fears of exactly the same happening there.