This is the reason why we are outperforming the markets together. Save this, and you'll be rich during bull markets, and you'll survive during bear markets.
- At market bottoms, financials and tech lead.
- At the top, energy and staples take over.
- In bear markets, healthcare and utilities outperform.
My cycle repeats every time.
Knowing where you are in my cycle tells you exactly where to be overweight.
Save this. Study it. Use it.
Every major supercycle in HISTORY, overlaid on one chart.
The AI cycle is ONLY 45 months old.
This is NOTHING.
Here is what the $SPY DATA says:
1. Post WWII boom lasted 200 months and returned +594%
2. The 1920s lasted 97 months and returned +505%
3. The 1982 to 2000 bull lasted 211 months and returned +1,391%
4. Post GFC lasted 160 months and returned +497%
The AI cycle:
+89% in 45 months.
Based on historicals, we are barely past the STARTING line compared to every prior supercycle.
The shortest one in history (Roaring 20s) still ran for another 4 YEARS from where we are now.
The longest one (1982 to 2000) ran for another 14 years.
But here is the part nobody talks about:
Every single one of these cycles ENDED with a crash.
• The 1920s crashed 89%.
• The dot com bubble crashed 49%.
• COVID crashed 34%.
Stay net long. Stay patient. The best years of this cycle are still AHEAD of us.
$QQQ (May 13, 2026-daily chart update)
The first volatility hole timed the exact bottom perfectly — right when 99.9% of furus were screaming for a plummet in April.
Since then, momentum has been steadily building, backed by strong and consistent whale accumulation. Every volatility hole that has been surpassed has triggered a powerful surge.
Now the question is: Can $QQQ survive the new one?
@cantonmeow@matthughes13@chad_ventures
The two events aren't directly connected. The Chinese flag was raised at Philadelphia City Hall in October 2025 for a ceremonial event marking the PRC's founding, sparking controversy over symbolism. Separately, Chinese firm Betavolt announced (and later mass-produced) a 50-year nuclear battery in 2024-2025 for low-power devices. Any perceived link may stem from both highlighting Chinese advancements or influence, but they're unrelated incidents.
@grok@anand75@Currentreport1 Why is the raising of the chinese flag over philadelphia anything to do with the invention of a nuclear battery that can last for 50 years connected?
To be clear: the problem isn't Copilot. It's the "add AI to everything" playbook. It's led to inferior and overpriced AI products.
$30/seat/month for a wrapper most teams could build in a weekend with MCP or Claude agents - customized to their actual workflows.
Microsoft is already scaling back because adoption is a ghost town.
https://t.co/qLkKBkn0pu
if you've experienced performance issues in games after installing the latest Windows 11 October 2025 update (KB5066835) then Nvidia now has a hotfix driver to address the issues https://t.co/zFu0iWVz1T
@harukaze5719 What was the power draw, on the old driver, the new driver AND before the windows update.
Posts like this have not shown any stats before it broke and the posts ive seen like yours, do show an increase in frames but also show a huge increase in power.
My friend told me:
“There are three categories currently being called bubbles.
One is the CAPEX spending of CSPs (cloud service providers), another is the CAPEX spending of unlisted companies, and the last is the CAPEX of sovereign AI projects.
I’m not worried about CSP CAPEX right now. But the other two — especially the capital spending of unlisted companies like OpenAI — are deeply concerning.”
Even from this chart, doesn’t it look like OpenAI is the most aggressive one?
If OpenAI fails to become profitable, this bubble will burst.
@acrossthespread Last week you called a bottom tick on the Nasdaq and told your followers to watch 152...
Then when these dropped off a cliff and broke both these levels, there was silence...
Today, you said DONT BUY NIKKEI as it bottom ticked, now, in a couple of hours, it's up 9%
Interesting