$MSFT +2%
$AAPL -2.5%
Rotate rotate rotate!
Just keep rotating between the expensive Maggy 7 into the cheap Maggy 7 and rinse and repeat into perpetuity.
Just in: $ASTS says Blue Birds up to 41 are in production, 3 satellites up from last reported 38 in production.
Satellites production is ramping up.
If they utilise recently raised $1B to book more Falcon 9 launches, that would solve biggest launch delays hurdles in near term until launch cadence catches up with market demand.
$EOSE
Joe has to paint a stronger picture beyond 2026. That is all I’m looking for in BOTH.. Q2 & Q3 ERs.
… NOT in Q4. Which would be in 2027.
There have been multiple step changes in the business. It’s time to grab the mic & lay it out.
-> 24 Billion in fucking pipeline. 👍
And we are going much higher - and "Crack Spread" will be discussed more and more.
I was $2 off my $65 oil call (when most were calling for much higher pricing)
Now, I have FLIPPED - and am waiting to get long OIL
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.
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.
$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% 🚀
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))