๐Do not chase trends, and do not blindly follow consensus. Provide serious investors with verifiable research logic and portfolio construction principles.๐ก
$SLS AACR data confirms SLS009's effectiveness against high-risk AML mutations! CDK9 inhibitors show significant differentiated advantages, with Phase 2 data expected in Q4. Ample cash reserves of $115 million and two major pipeline catalysts imminent.
Three major positive factors for $CYPH:
1. Holding 1.88% of the circulating supply of ZEC
2. Co-investing in ZODL with a16z
3. FDA Fast Track designation.
Target: Accumulate 5% of the ZEC supply and become a microstrategy in the privacy sector. Monitor ZEC's rebound potential
$SLNH
Signed a formal JV agreement with Metrobloks for the Kati 2 AI Campus! The 350MW+ AI/HPC data center is under construction, with the company committing $21M and reserving priority returns. The blueprint for a super AI campus in Texas is coming to fruition.
If you hold $NVDA and this 15% pullback has you unsure what to do, watch this. ๐
I walk through why my Bull Cycle criteria are still in play, the levels Iโm watching, and what would actually tell me itโs time to stop buying this dip.
$IREN could 4x by next year for these reasons:
1. Sweetwater 1 (1.4GW) was energized on time.
2. The company doubled its power capacity (2.9GW to 5.8GW; now the largest neocloud in the world surpassing $CRWV and $NBIS)
3. Announced building Oklahoma (1.6GW) data center.
๐จ WARNING: THE NEXT 48 HOURS WILL CRASH GLOBAL MARKETS!!
In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever
I've been trading for over a decade, and I have never seen them rewrite the rulebook like this
Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company
That doesn't happen by accident
Let me show you exactly what they did:
First, Fidelity dropped its minimum account size from $500,000 to $2,000
A 99.6% cut
Think about that:
The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.
Ask yourself one question
Why do they suddenly want YOU in?
Because somebody needs people to sell to.
SpaceX reserved 30% of the deal for retail
THREE TIMES the normal share
And even then, most people didn't get a full allocation.
So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.
That's half of the selling you're seeing.
The other half? The smart money front-running July.
Here's the trick:
SpaceX doesn't join the Nasdaq 100 on day one.
It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days
Just for this.
The moment it joins, every QQQ fund on Earth is FORCED to buy.
$22โ27 billion in automatic buying.
Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.
The funds know the stampede is coming.
So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.
THAT is your selloff.
Now here's the part nobody will say out loud:
When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the marketโฆ
That's NOT generosity
That's distribution at the top.
We've seen this movie twice:
- 2000 Dotcom
- 2021 SPAC mania
Insiders cash out at insane valuations while the crowd chases the hype.
The math ain't mathing.
So you've got two choices in the next 48 hours:
Chase the most expensive IPO in history at the openโฆ
Or read the prospectus and realize you might BE the exit.
The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.
Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.
Many people are going to wish they followed me before June 12, 2026.
Soon, you'll understand why.
@TheTechInvest $NVDA's transformation from a chip supplier to a project credit guarantor signifies that NVIDIA has further strengthened its pricing power and competitive advantage in the AI โโcomputing power industry chain.
$HWH
The controlling shareholder's stake has risen to 80.5%, demonstrating a high degree of alignment of interests! The $2.00 premium subscription demonstrates confidence, and the $10 million financing helps with compliance, sending a flurry of positive signals.
$VSME
The company has established a BVI + Singapore platform to secure its position in the Southeast Asian market. The market is reassessing its transformation value! Its strategic direction is clear: smart home, robotics, digital health, and cross-border distribution.
@pdicarlotrader As long as the volume decreases and the key levels are not broken, this pullback is a breathing space for the bull market, and new highs are expected to follow.
THE DOT-COM PATTERN ะS PLAYING OUT PERFECTLY
You've probably seen this overlay more than once
S&P 500 behavior is literally mirroring the dot-com bubble of 2000
Looking at the chart right now - we just reached the local drop point
And yes - price has already started falling
If the trend holds, we're looking at a 10% drop first
Then one last bounce to print a new all-time high
After that - only down
FOLLOW + NOTIFS ON!
@Remzztrades Making burritos is a small matter, but discipline and expectation management are big issues. Next time, please directly label it as an "alternative" to avoid emotional drain.๐๐