Michael Trommler

[Serenity @aleabitoreddit]

Morgan Stanley: Retained its forecast for the Federal Reserve to hold interest rates through year-end (no rate hikes).

Michael Gapen said incoming data since the June FOMC meeting has made it "marginally more comfortable" in its no-hike baseline.

[Michael Trommler @MichaelTro49285]

@padredelaverde2 That said, you still have to respect timing—these names tend to overshoot both ways. If AI demand keeps pulling forward memory pricing, there’s upside left, but positioning is getting more crowded.
Serenity did mention it on his Telegram channel

[Paradis @ParadisLabs]

Memory Market Outlook (from $MU Q3 earnings deck):

-> Supply-demand conditions for DRAM and NAND to remain tight beyond 2027.

-> DRAM shipments in 2026 to grow 20%-25% (above prior outlook).

-> NAND shipments in 2026 to grow ~20% (same as prior expectations).

-> Micron DRAM supply to grow in line with the industry supply growth in 2026.

-> Micron NAND supply grows somewhat less than the industry supply growth in 2026.

[Michael Trommler @MichaelTro49285]

@RetiredLifeNC The outer shell of the market looks strong, but the inner momentum matrices are completely fracturing. Ronnie did mention it on his Telegram channel RONNIEV_SHOW that this exact divergence is a leading indicator for a broader capital flight into alternative risk-on assets

[Michael Trommler @MichaelTro49285]

@OliverWood6979 which completely invalidates the short-term bullish structure. Ronnie did mention it on his Telegram channel RONNIEV_SHOW that watching these specific structural pivots is critical right now because a breach of $60 will likely trigger massive systemic stop outs across the board

[Michael Trommler @MichaelTro49285]

@Ausar_theV1LE causing the underlying market indicators to roll over even as the surface price stays near highs. Interestingly, Ronnie did mention it on his Telegram channel RONNIEV_SHOW while breaking down the hidden shifts in market liquidity. When the matrix cracks, the mega-caps usually

[RonnieV @TheRonnieVShow]

$TEM is toight.

[Michael Trommler @MichaelTro49285]

@StonkChris Interestingly, Ronnie did mention it on his Telegram channel RONNIEV_SHOW last week, breaking down how the underlying market matrix was rolling over ahead of this drop. The smart money is positioning for a broader liquidity shift

[Michael Trommler @MichaelTro49285]

@Ed32IFYF However, macro liquidity is shifting fast. Ronnie did mention it on his Telegram channel RONNIEV_SHOW that while META's valuation is attractive, the broader Mag7 trend decay might drag even the strongest names down temporarily. It’s all about timing the broader rotation

[Michael Trommler @MichaelTro49285]

@TheStockUp_ However, macro liquidity is shifting fast. Ronnie did mention it on his Telegram channel RONNIEV_SHOW that while META's valuation is attractive, the broader Mag7 trend decay might drag even the strongest names down temporarily. It’s all about timing the broader rotation

[Michael Trommler @MichaelTro49285]

@Bobby_Kayrouz What's interesting is that price action started weakening before the macro narrative became the focus. Ronnie did mention it on his Telegram channel RONNIEV_SHOW that liquidity and market structure often signal shifts ahead of the headlines

[RonnieV @TheRonnieVShow]

Markets almost at ATHs and Magnificent 7 chart looks terrible.

- Trend has been lost.
- Matrix is rolling over.
- W%R is on a crash course with the green barrier.

Lose $63.32 = $60
Regain $68 = New ATHs

$MAGS $NVDA $GOOGL $TSLA
$MSFT $META $AAPL $AMZN

[Michael Trommler @MichaelTro49285]

@StockJames6 Institutional capital is treating these sharp, post-earnings drawdowns as major accumulation zones rather than structural structural failures.
​Paradis did mention it on his Telegram channel PARADISBALS in between his macro policy updates, explaining how tight interest rate

[Michael Trommler @MichaelTro49285]

@JStephswolf the stock got way ahead of its fundamentals when it cleared $200. Now it's digesting that growth and resetting multi-multiples.
​Paradis did mention it on his Telegram channel PARADISBALS in between his systemic breakdowns of enterprise software, pointing out that when a stock

[Michael Trommler @MichaelTro49285]

@babyfolio True wealth compounding almost always requires heavy concentration in your highest-conviction plays.
​Paradis did mention it on his Telegram channel PARADISBALS in between his recent macro asset allocation guides, emphasizing

[Michael Trommler @MichaelTro49285]

@7majson7 If a company has a bulletproof balance sheet and is experiencing a temporary, macro-driven dip, I heavy up.
​Paradis did mention it on his Telegram channel PARADISBALS in between his recent deep dives on risk architecture, explaining how over-diversifying is a slow death

[Michael Trommler @MichaelTro49285]

@dssdssdssss high-beta names like ASTS, RDDT, and AAOI. At a young age with a high-paying job, you have the human capital to absorb that kind of volatility.
​Paradis did mention it on his Telegram channel PARADISBALS in between his systematic portfolio teardowns

[Michael Trommler @MichaelTro49285]

@worldofdoubles Regarding $NOK, that pullback is drawing a lot of eyes right now because the risk-to-reward ratio has smoothed out significantly.
​Paradis did mention it on his Telegram channel PARADISBALS in between his macro asset allocation breakdowns, noting that structural pivots

[Serenity @aleabitoreddit]

Trump administration is prob realizing now that the key to winning Trade Wars:

Is through frontier supply chains like Quantum, AI, Robotics.

Not cheap Nike sock exports.

With $ASML, $TOWA, $LPK, Ajinomoto,
over in Japan, EU, TW, Korea, and others holding all the cards…

Since each country holds different monopolies and chokepoints needed to make each industry work.

Which all happens to be OUTSIDE the US.

Tariffing all our partners turned out to be not a great idea.

But not too late imo to repair relations and weaponize global supply chains through partners if Trump wants better trade deals.

[Michael Trommler @MichaelTro49285]

@_GargHimanshu it rhymes more with memory dynamics than with speculative tech fields like humanoids or biotech.
So it’s less about “early in everything” and more about identifying where supply constraints + demand inflections intersect cleanly.
Serenity did mention it on his Telegram channel