Mikuni

Independent Market Researcher, I run Masari Cabal.

Join the Cabal network below. 👇

[Mikuni @MasariX21]

Opening 30 free spots in the Cabal Network, first come first served

DM for invite link

[Zephyr @zephyr_z9]

Crazy big boi numbers from Kimi K3

[Mikuni @MasariX21]

@cryptoRich_xbt @CryptoParadyme None China is competing with AMD and Nvidia
Also Google making their own GPU
The monopoly of Nvidia is falling

[Dyme @CryptoParadyme]

it costs him nothing to say this, but it might cost you everything to enter NVDA here.

[Mikuni @MasariX21]

Guys it's still at the beginning
🤡🤡🤡

[Watcher.Guru @WatcherGuru]

JUST IN: Nvidia $NVDA CEO Jensen Huang says the AI boom is "still at the beginning" of the cycle.

[Mikuni @MasariX21]

🤣🤣🤣

Who could have seen this one coming right?

[Stock Talk @stocktalkweekly]

The historic momentum sell-off got even more historic today. Capitulation for (at least) a bounce looks relatively near in AI-related stocks, but many charts are broken now, and will take an extended period of time in order to repair them.

[Mikuni @MasariX21]

@BrianTycangco Here's my outlook on where's the capital is rotating
https://t.co/T24zYPwKWb

[Mikuni @MasariX21]

$KOSPI topped out June 19th near 9,337 (monthly R) and has since round-tripped violently, now trading -6.4% on the day at 6,820, tagging through both weekly (7,063) and monthly (7,394) support. Momentum (RSI) rolling over hard from overbought.

This looks like distribution, not a dip. Meanwhile $HSTECH just carved a textbook reversal off 4,230 (monthly S), +2% today, reclaiming its 5-day average and weekly pivot zone. RSI curling back up from the low-30s. Structure suggests a base is forming after the multi-month bleed.

I think money that chased the Korea rally into June is now de-risking, and early flows are rotating into beaten-down China tech. Not calling a trend reversal yet but the relative strength flip between these two is the chart to watch this week.

[Mikuni @MasariX21]

$KOSPI topped out June 19th near 9,337 (monthly R) and has since round-tripped violently, now trading -6.4% on the day at 6,820, tagging through both weekly (7,063) and monthly (7,394) support. Momentum (RSI) rolling over hard from overbought.

This looks like distribution, not a dip. Meanwhile $HSTECH just carved a textbook reversal off 4,230 (monthly S), +2% today, reclaiming its 5-day average and weekly pivot zone. RSI curling back up from the low-30s. Structure suggests a base is forming after the multi-month bleed.

I think money that chased the Korea rally into June is now de-risking, and early flows are rotating into beaten-down China tech. Not calling a trend reversal yet but the relative strength flip between these two is the chart to watch this week.

[Mikuni @MasariX21]

@CryptoParadyme Yes it's okay to wait longer but I prefer to rotate when I saw weakness in AI

[Mikuni @MasariX21]

I think the “software vs. AI” de-rating phase is likely behind us.

Anthropic’s latest model release, combined with the news that the U.S. has lifted restrictions on Fable, initially looked like another potential pressure point for software names. But this time, the software complex didn’t experience the same type of aggressive selloff we saw in prior AI-driven rotations.

To me, that’s an important signal. The market may be getting closer to exhausting the bearish repricing of software, while starting to re-focus on fundamentals, positioning, and relative valuation.

If price can hold here and we start to see a few constructive weekly closes, I think the setup improves materially for a rotation back into software equities. In other words, unless we get a fresh negative catalyst, the path toward a software rebound is opening up again.

This is bullish for : $NOW $NFLX $FIG $META

[Mikuni @MasariX21]

@CryptoParadyme My thesis on why July 1st is related to software stocks rotation from AI trade

[Mikuni @MasariX21]

@CryptoParadyme Still not all in yet keeping a steady DCA

[Mikuni @MasariX21]

@CryptoParadyme Sold at 120k and bought at 58k in July 1st

[Mikuni @MasariX21]

China is going on the run again

[Brian Tycangco 鄭彥渊 @BrianTycangco]

Alibaba $BABA jumps 4.7% in morning trade in @HKEXGroup following up on overnight gains in New York. Now trading at a 3% premium to the ADRs. Market liking the $AAPL integration of Qwen AI into Apple Intelligence #StocksToWatch

[Mikuni @MasariX21]

@BrianTycangco All good for me HSTECH is taking the capital back

[Mikuni @MasariX21]

@jeremie0117 Check HSTECH 😄

[Mikuni @MasariX21]

@masterminedusa As if Elon is preparing to scam people into crypto again before the new run

[Mikuni @MasariX21]

So much opportunity at 2 trillion marketcap right?

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX $SPCX hits post-IPO low, falling under $135

[Mikuni @MasariX21]

What a great opportunity at 1 trillion already 😂

[Wall St Engine @wallstengine]

Anthropic is preparing investor meetings ahead of a potential IPO as soon as October, per Bloomberg.

Morgan Stanley, Goldman Sachs and JPMorgan are working on the listing.

The Claude maker was valued at $965B after its May funding round, reportedly surpassing OpenAI.

[Mikuni @MasariX21]

@FiatMaximus Always winning never get tired 😂

[Mikuni @MasariX21]

@FiatMaximus Great one I like dividend stocks who also have great upside