Mike Desepoli

Talking Financial Markets. Tweets are not financial advice. Securities through @commonwealthFN. Member &

[Mike Desepoli @MikeDesep]

The people who believe Deepseek will overtake American tech (they won’t, they’re running on $NVDA H100s by the way)…are the same people who told you a year ago that Temu was going to overtake $AMZN. It’s just the latest edition of bear porn…ignore them and carry on.

[Mike Desepoli @MikeDesep]

Who wants to tell him that crypto has a negative return under his presidency?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump releases a statement on crypto.

“Trump will never let crypto down,” he says.

[Mike Desepoli @MikeDesep]

Great call on the audible....question as I'm still learning how to utilize inflection points...is it odd that NVDA showed such persistent accumulation only to result in a a 6 day rally before giving it all back? Or is it more of a case where earnings more or less interfered with the pattern?

[Mike Desepoli @MikeDesep]

$NVDA: delivers record quarter

The stock market:

[Mike Desepoli @MikeDesep]

@AMeshkati I've been digging in to the data base and really loving it. Question, do you find there to be a standard lag time from when a stock shows up in heavy accumulation, to when it moves? I noticed NVDA was about a week, seems CRWD was similar. Is that what you're finding?

[Mike Desepoli @MikeDesep]

@AMeshkati We cool to allocate into this dip or you think she needs a little more time?

[Mike Desepoli @MikeDesep]

@OptionsMir @salmaogs Bro….this exactly.

[Mike Desepoli @MikeDesep]

@AMeshkati Don’t want to assume, but think you’re leaning scenario 1?

[Mike Desepoli @MikeDesep]

@OptionsMir lol the discord expectations are WILD

[Mike Desepoli @MikeDesep]

@OptionsMir If Andy’s bearish, we’re in the right place 🤝

[Mike Desepoli @MikeDesep]

@RyanDetrick The amount of hate that bullish data gets tells you exactly where we are in this cycle.

[Mike Desepoli @MikeDesep]

@AMeshkati I know you’re on it, captain 🫡

[Mike Desepoli @MikeDesep]

Guy who’s massively short the stock signals concern about the stock he’s short. Got it.

[First Squawk @FirstSquawk]

PALANTIR'S STOCK FALLS AFTER MICHAEL BURRY SIGNALS CONCERN ABOUT ANTHROPIC'S GROWING INFLUENCE IN THE AI INDUSTRY.

[Mike Desepoli @MikeDesep]

@OptionsMir You’ve been surgical brother. Bravo

[Mike Desepoli @MikeDesep]

@AMeshkati Holy shit let’s go!

[Mike Desepoli @MikeDesep]

@CollinRugg @cbeninati

[Mike Desepoli @MikeDesep]

Did they watch him last year?

[SNY Jets @snyjets]

"He's the guy that's going to lead us to the promised land"

- Aaron Glenn on Geno Smith

[Mike Desepoli @MikeDesep]

@Briansredwagon Markets are gonna do what markets do regardless of Trump...I wouldn't give him too much credit.

[Mike Desepoli @MikeDesep]

@AMeshkati appreciate the transparency in the morning note...do these changes represent a change in our expectations for the targets we originally had for 2026?