Pizzas n Pies

⛳️ 🏀 UFC 🥋Bitcoin⚡️#SOL #TSLA #NVDA #CRWD #AMZN #PLTR

[Pizzas n Pies @PiesPizzas]

@esidery Maybe Giannis really likes the color green? Idk
Can the Heat change their color to Green? lol

[Pizzas n Pies @PiesPizzas]

They should have postponed the Tony’s 1 more week.
Bc the greatest tragedy in a play is gonna be the NY Knicks fall from immortality.

#NBAFinals2026
#SASpurs
#NYKnicks
#adamsilver
#thetonyawards
#wemby
#KAT

[Pizzas n Pies @PiesPizzas]

Mag 7 is up 1.3% over the last 7 months.
While the Nasdaq is up 15.6%
I suspect these stocks will continue to underperform through 2026 as it’s evident that liquid is exiting these names and into A.I. names.

Though, I do predict a rotation back into these names in 2027 and they should go back to their 30-50% annual gains as they have seen from recent years.

#nvda #goog #meta #amzn #nflx #aapl #tsla #mag7

[Pizzas n Pies @PiesPizzas]

@Ric_RTP The more bearish he gets .
The more Bullish I get.

Be concerned when he gets bullish.

[Pizzas n Pies @PiesPizzas]

YTD. -

MAGS - even
RUT - 12.5%
RSP - 6%

This story doesn’t get enough headlines.
This Broadening is real, despite speculation of no rate cuts this year.

Mag 7 has run real hard for 3+ years. Wall Street is playing the Cap X spending card to justify selling these names.
This narrative will change, but may have to wait until 28’

History tells us the RUT and equal weight outperforming should signal we are entering a new bull cycle!!
Could 2025 have been the bear market correction in disguise ? As many names sold off sharply but, mega cap tech and semiconductors held up the indices .

If so, we have a wild ride incoming for the next year and half.

#XRP #BTC #HYPE #MSTR #PURR #BMNR #Russell2000 #nasdaq

[Ryan Detrick, CMT @RyanDetrick]

The S&P 500 is having a huge April, up more than 9% right now.

10 other times in history it gained >5%.

May was higher 9 of those times and both the Sell in May (May - Oct) period and the rest of the year were up substantially better than the average returns.

[Quiver Quantitative @QuiverQuant]

BREAKING: We just caught another interesting trade.

Representative Sheri Biggs just filed a purchase of up to $250,000 of Bitcoin, $BTC.

This is one of the largest Bitcoin purchases we have ever seen by an active member of Congress.

[Pizzas n Pies @PiesPizzas]

@DefiWimar This ended up being a head fake

[The Long Investor @TheLongInvest]

$COIN has pulled back from $443 to $138
$HOOD has pulled back from $153 to $63
$ORCL has pulled back from $345 $136
$MSTR has pulled back from $543 to $105
$ETH has pulled back from $4956 to $1795
$NOW has pulled back from $239 to $98
$SOFI has pulled back from $32 to $15
$HIMS has pulled back from $72 to $13
$NKE has pulled back from $179 to $44
$NVO has pulled back from $148 to $36
$UNH has pulled back from $632 to $234
$IREN has pulled back from $76 to $30
$TGT has pulled back from $269 to $83
$EL has pulled back from $373 to $69
$LULU has pulled back from $516 to $143

THERE IS ZERO REASON TO CHASE ANYTHING RIGHT NOW WHEN YOU HAVE SECTOR LEADERS OFFERING THIS MUCH VALUE

Arguably all of these positions have COMPLETED their ABC correction, they have all but crashed and now their risk is greatly reduced and have not been moving with the market

$JD, $BABA, $BIDU, $OSCR, $SE, $GRAB are note worthy adds

We are spoilt for choice right now.

[Barstool Sports @barstoolsports]

“SELL THE TEAM” chants at Fenway as the Red Sox are in danger of falling to 2-7 on the season

[Pizzas n Pies @PiesPizzas]

Over the weekend
~5$T exited the market
Between gold, silver, equities , cryptos

Trump announces cease fire 30 min ago.
~3T$ enter equites an cryptos
Metals remain suppressed

#BTC #equities #nasdaq #cryptos #gold #silver #metals

[Pizzas n Pies @PiesPizzas]

@TriggerTrades So far you are wrong.
Let’s see how Monday closes

[Pizzas n Pies @PiesPizzas]

$NVDA was trading at 202, just 17.5 hours ago after reporting earnings and guidance .
Looks like the chip sector wants to go lower for a while

[Pizzas n Pies @PiesPizzas]

$CRCL is up nearly 30% today.
The stock dropped nearly 80% in 8 months from its highs just after its IPO in.

If you bought in July at 245 and held.
You would still be down 67.5% after this massive move.

If you bought at 50 a few weeks ago.
It would take nearly a 400% move up to get back to ATHs

[Pizzas n Pies @PiesPizzas]

@jamierkennedy Hunter Mahan

[Black Panther Capital @BlackPantherCap]

⚡️JUST IN:

JPMorgan just went ALL IN on $IREN.
They added 688,024 shares. A 102.67% increase.

Now holding 1,358,173 shares total.

Let me make this crystal clear:

JPMorgan doesn’t accumulate like this on a whim.

They bought ABOVE $40 after the 2025 run-up. Not the bottom. Not a dip.

They’re buying at current prices because they’ve done the math on what’s coming.

Here’s what’s happening behind the scenes:

The Smart Money is Piling In:

• Goldman Sachs: +233.11% position increase.
• Bank of New York Mellon: +113.81% increase.
• Capital Research Global Investors: loading.
• Franklin Resources: accumulating.
• BIT Capital: positioning.

Institutions now control 44.78% of shares outstanding.

This isn’t retail FOMO. This is institutional conviction.

Why They’re Buying:

> $IREN has secured multi-year HPC/AI data center contracts.

> Revenue from renewable energy integration scales in H2 2026.

> The hyperscalers need POWER. $IREN controls the infrastructure.

> JPMorgan is positioning ahead.

The Contrarian Signal:

> Put/call ratio is 2.93 (bearish on paper - more puts than calls).

> Retail is hedging downside while institutions accumulate.

Classic setup. Fear at the bottom, greed at the top doesn’t apply when the thesis is multi-year contracted revenue.

What This Means:

When JPMorgan increases a position by 103% AFTER a stock has already run, they’re not chasing momentum.

They’re front-running an earnings cycle that Wall Street hasn’t priced in yet.

Volatility will compress as institutional ownership increases.

The float gets tighter. The move gets bigger.

Still holding $IREN.

Position: Unchanged.

Note: This is NOT financial advice.