Lucas Sacerdote

Investor. Generalist with a preference for energy.

$CSIQ $EOSE $AGRO NFA. DYOR.

[Oren Elbaz @thesilverhermit]

Looking back at the past six months, we can see that #gold is moving in a well known structure. It begins with sharp ascent, that defines its future trading range, followed by a falling wedge (blue), which consolidates towards some important horizontal support, in this case the $4,000 an ounce level. As the wedge draws to its close, the combined support provides a rounding bottom, that gives it enough momentum to break out of the wedge, build a new base and begin to rally again. If you've been in this business long enough you've already seen it happen, and you're not losing too much sleep over it.
The only thing which I find concerning is this rather persistent short term trend line (green), that gold hasn't yet been able to break out from. Either a clear breakout from this line happens very soon, or gold will lose the important $4,000 support and the structure will fall.

[chad. @chad_ventures]

$SPY I'll get more worried about a larger correction if price loses the upper bound of this weekly Gann arc sustainably

[The Great Martis @great_martis]

Bubble Trouble..🫧

The bump and run comparison on the semiconductor index between these two major bubbles is uncanny.

What we have here is not a question of whether we’re selling off or the bubble is bursting .. it’s a question of how long the race to the bottom will take.

Will it be a sudden drop, or a death by a thousand cuts as we relive a post 2000 style collapse?

For your private perusal.

Enjoy.

[Jackson Hinkle 🇺🇸 @jacksonhinkle]

Zionists FAILED to rig the World Cup!

[David Lee @DavidLe76335983]

I was correct

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $SPCX SpaceX Now targeting to launch Starship’s thirteenth flight test as early as Thursday, July 23

[Nostra, House of Gold @Nostre_damus]

Oil opens +3%

[Beardo @BeardoTrader]

Weekend's over, back to business.

[Lukas Ekwueme @ekwufinance]

Oil is up almost 3%

Where is the oil glut now?

[Echo Analysis @EchoAnalysis]

$RKLB No concerns here 👀

Price has sliced through the 0.5 fib and looks set to test the 0.618 fib.

Support there and I'll simply buy more.

Wave B target: 151% 🚀

[Chimp Capital @Chimp_Capital]

Chimp Capital making money to buy the dip in $RKLB $ASTS $RDW

[James @JamesTrvdes]

This stock broke my 10w moving average so it’s topped forever, I won’t short it though, I’ll just talk about it on X for engagement 🤓☝🏼

((Please also ignore every other time it broke this moving average and continued higher afterward))

[tic toc tic @TicTocTick]

This is an extremely shitty idea.

Avoid high dividend payers.

1-3% is sweet spot .

Anything above that will eat away your portfolio to time and inflation.

[First Squawk @FirstSquawk]

U.S. DEPLOYING ADDITIONAL F-16 AND F-35 FIGHTER JETS AND AERIAL REFUELLING AIRCRAFT TO MIDDLE EAST; DEPLOYMENT ORDERED BEFORE IRAN'S JORDAN ATTACK THAT KILLED TWO U.S. SOLDIERS; SOME AIRCRAFT MAY BE STATIONED AT ISRAELI AIR FORCE BASES - ISRAELI MILITARY OFFICIAL - NYT

[Kacper Piotr Kaminski @Kacper_PK_CH]

Orange Juice, one of the most violent and clean commodity moves in the last few years ..

[Michael A. Gayed, CFA @leadlagreport]

I’m the portfolio manager of a mutual fund and 2 ETFs.

That I brought to market.

They I paid for to bring to life.

In more ways than one.

[ballsmeep @ballsmeep]

Remember this is pilot plant production $aspi

[The Kobeissi Letter @KobeissiLetter]

Tech returns are nearing 2000 Dot-com levels:

The information technology sector has returned an average of +9% per year over the last 10 years, the best performance of any US sector.

This annualized return has doubled since the 2020 pandemic.

This also matches the peak performance of the communication services sector during the recovery from the 2008 Financial Crisis.

By comparison, tech stocks delivered a 10-year annualized return of +13% during the 2000 Dot-Com Bubble.

The IT sector has now been the best-performing US sector for 7 consecutive years, the longest streak since the 1960s.

Tech continues to rewrite market history.

[Evan @StockMKTNewz]

Here are some of the events to watch out for tomorrow

- The Fed enters into a Blackout window meaning we will have 0 Fed speakers

- Andy Burnham will become the new Prime Minister in the United Kingdom 🇬🇧

- The biennial Farnborough Air Show will be held at Farnborough Airport in the UK

(Full catalyst watch below)

[Babyfolio @babyfolio]

I don't like using the term "easy money."

But buying compute here feels like it.

My top pick in this space is obviously $NBIS, but I think the broader ecosystem, AI clouds and colocation providers will continue to benefit.

Some will do better than others, but rising tide will lift all the boats.