Tom Whitaker

15+ years in business & markets 📈 | Quality businesses, overlooked opportunities & independent

[Tom Whitaker @THXNewsLLC]

🚨 IF THE FED HIKES IN OCTOBER, WATCH THE 10Y.

Forget the 25bps.

Higher rates = pressure on tech, small caps, and borrowing.

If the 10Y keeps ripping higher, growth stocks could get ugly fast.

Money is getting expensive. That’s the real risk.

[Tom Whitaker @THXNewsLLC]

@DeItaone Big repricing. Williams may have cooled October hike expectations, but inflation is still running the show. The next PCE print could move those odds fast.

[Tom Whitaker @THXNewsLLC]

@josephwang Big shift in rate expectations. “No urgency” gives the market some breathing room, but the next inflation print could change the narrative fast.

[Tom Whitaker @THXNewsLLC]

@PatrickWalker56 Exactly. No bias, no emotion. Price and volume usually tell you everything you need to know.

[Tom Whitaker @THXNewsLLC]

@PatrickWalker56 Exactly. Charts are psychology in motion. Fear and greed leave footprints, and price action tells the story.

[Tom Whitaker @THXNewsLLC]

@WallStJesus A meaningful shift in expectations. Williams is signaling patience, but inflation data will still decide whether the Fed can actually wait.

[Tom Whitaker @THXNewsLLC]

@SunriseTrader Football season still means pizza 🍕 GLP-1s may change portion sizes, but they probably won’t kill the tradition.

[Tom Whitaker @THXNewsLLC]

@Hedgeye aving a disciplined macro framework before the open can be valuable. The key is understanding the process, not just copying the trades.

[Tom Whitaker @THXNewsLLC]

@Hedgeye Big move. It may pressure oil prices short term, but draining the SPR further could leave a much thinner strategic cushion.

[Tom Whitaker @THXNewsLLC]

@TheShortBear Could be a major catalyst. Less geopolitical risk could ease some pressure, but inflation and Treasury supply will still matter.

[Tom Whitaker @THXNewsLLC]

@SunriseTrader Exactly. Moving averages are zones, not walls. Price action and confirmation always matter more than a perfect number.

[Tom Whitaker @THXNewsLLC]

🚨 EVERYONE IS CHASING $NVDA.

I’m watching $MU.

Why?

Everyone sees GPUs.
I see the MEMORY feeding them.
HBM demand is surging. DRAM supply is tight.

While Wall Street chases the obvious AI trade, $MU could be the one hiding in plain sight. 👀🔥

Don’t sleep on Micron.

[Tom Whitaker @THXNewsLLC]

@GlobalMktObserv That’s a serious move. If long-end yields stay elevated, pressure on equity valuations could become hard to ignore.

[Tom Whitaker @THXNewsLLC]

@gilmoreport The lack of demand at these yields is telling. Bond buyers still seem hesitant to step in.

[Tom Whitaker @THXNewsLLC]

🛢️ OIL IS WAKING UP.

Everyone is chasing AI.
Few are watching energy.
Supply risk is rising.
Demand remains strong.

The next oil move could surprise Wall Street. 📈
Don’t ignore energy.

[Tom Whitaker @THXNewsLLC]

THE AI RACE IS ENTERING A NEW PHASE.

The market is moving beyond the hype.
The next winners won’t simply be the companies talking the most about AI.

They will be the companies that can turn AI investment into:

→ Revenue growth
→ Higher margins
→ Real cash flow

The opportunity is expanding beyond chips.
Watch the entire ecosystem:
AI infrastructure.
Data centers.
Energy.
Networking.
Enterprise software.

AI is not just a technology story anymore.
It’s a productivity and profit story.
The noise will fade.
The execution will decide the winners.

[Tom Whitaker @THXNewsLLC]

🚨 BREAKING: GOLD & SILVER UNDER PRESSURE AS YIELDS MOVE HIGHER
Gold and silver are facing renewed selling pressure as Treasury yields rise and the dollar remains strong.
The market is watching one battle right now:

📈 Higher yields vs. Precious metals
Here’s what matters:

🟡 Gold
The long-term story remains intact, but short-term momentum is being tested. Buyers need to defend key support levels.

⚪ Silver
More volatile than gold. Industrial demand remains a long-term catalyst, but yields and dollar strength are driving the near-term move.

The key drivers:
🔥 Treasury yields
💵 Dollar strength
📊 Fed rate expectations

My plan:
Don’t chase the first bounce.
Wait for confirmation.
Let price action tell the story.

The big question:
Is this just a normal pullback after a major rally…
or the start of a deeper reset?
Watching yields closely. 👀

#Gold #Silver #Commodities #Markets #Investing #WallStreet

[Tom Whitaker @THXNewsLLC]

@SunriseTrader Thank you for this post. Practical and easy to understand. You and @Leeshhh_ are my top two

[Tom Whitaker @THXNewsLLC]

@TheValueTrade Thanks for the insight. You keep it clear and practical. Along with @Leeshhh_, you’re one of my favorites.