TT

Architect l University Professor l Investor l Entrepreneur

[₿IRB @crypto_birb]

SpaceX scenario for next months

[TT @TT_BAAR]

@elerianm

[TT @TT_BAAR]

@PeterSchiff @Rajatsoni It's amazing, @PeterSchiff, to notice how much attention you pay to BTC. Anyone who doesn't know you might think you feel threatened by it.. ;) You should at least try to dissimulate!

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER JUST EXITED ALPHABET ENTIRELY AND LOADED UP ON ARGENTINA

Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai

Top 10 equity holdings:

🥇 Natera $NTRA: $613M
🥈 Insmed $INSM: $189M
🥉 Taiwan Semiconductor $TSM: $167M
4. YPF $REPYY: $150M (+433% shares)
5. iShares MSCI Brazil ETF: $132M
6. BBB Foods $TBBB: $110M
7. Alcoa $AA: $99M
8. NewAmsterdam Pharma: $98M
9. Sea Ltd $SE: $91M
10. STMicroelectronics $STM: $90M (+238% shares)

New positions:
- RSP S&P 500 Equal Weight calls: $158M
- Broadcom $AVGO: $61M
- Global X Argentina ETF $ARGT: $36M
- Caris Life Sciences $CAI: $34M
- Revolution Medicines $RVMD: $31M
- Sandisk $SNDK: $24M
- Humana $HUM: $24M
- Twilio $TWLO: $23M
- Jabil $JBL: $22M
- Linde $LIN: $20M
- Seagate $STX: $20M
- Intel $INTC: $18M
- ARM Holdings $ARM: $16M
- Cloudflare $NET: $11M
- Micron $MU: $8M

Biggest adds:
- Adma Biologics: +513% shares
- YPF: +433%
- STMicroelectronics $STM: +238%
- Amazon $AMZN calls: +100%
- Unity Software $U: +80%
- Cleveland-Cliffs $CLF: +33%
- Roku $ROKU: +29%
- Natera $NTRA: +22%
- Sea Ltd $SE: +17%

Biggest trims:
- Amazon $AMZN common: -94% (but added to call position)
- MercadoLibre $MELI: -94%
- Bloom Energy $BE: -82%
- Wabtec: -68%
- Purecycle $PCT: -66%
- Lattice Semiconductor: -65%
- Woodward: -64%
- Restaurant Brands $QSR: -62%
- Coupang: -61%
- Teva Pharmaceutical: -59%

Full exits:
- Financial Sector $XLF: $301M (closed all financials ETF exposure)
- S&P 500 Equal Weight common: $225M (rotated into calls)
- Alphabet $GOOGL: $120M
- Cogent Biosciences $COGT: $79M
- Entegris: $71M
- Docusign $DOCU: $70M
- iShares EM ETF: $49M
- Delta Airlines $DAL: $45M
- ON Semiconductor $ON: $29M
- Flutter Entertainment: $25M
- Goldman Sachs: $24M
- Chipotle $CMG: $14M
- Philip Morris $PM: $11M
- American Airlines: $9.8M
- DoorDash: $8M

The rotation: out of $GOOGL, $XLF, and airlines. Into Argentina ($YPF, $ARGT, $VIST), semis ($STM, $AVGO, $INTC, $ARM, $MU), and biotech.

[TT @TT_BAAR]

@_marherr Lacra ignorante!

[Gustavo Neffa @gneffa]

Prompting 101

Anthropic publicó cómo hacer prompts en Claude

[TT @TT_BAAR]

@TraderX3AL30 Estoy en una obra de esa escala exacta y con un presupuesto levemente más elevado.. Pvc. Los costos de la construcción en dolares han crecido mucho y no tienen ningún pronóstico de bajar

[The Long Investor @TheLongInvest]

$QQQ We are not at the top yet

But we are in Wave 5

Theory:
Wave 2 - pulls back to the 0.618 Fib ✅
Wave 4 - pulls back to the 0.38 Fib ✅

Wave 1 & Wave 5 are typically the same length.

This is not a maybe or this time it's different scenario

This is happening and it's perfect.

ABC correction will happen when Wave 5 completes and it is looking like it will happen before the Mid Terms start.

[Heisenberg @Mr_Derivatives]

$GRAB In for 1,000 shares starter position.

Just give me a bounce.

Please.

[TT @TT_BAAR]

@TraderX3AL30 @TraderX3AL30 si vas a Grindwald recomiendo bajar caminando... Los senderos son únicos. Y 2da parte de la bajada en monopatín eléctrico!

[Earnings Whispers @eWhispers]

Q1 2026 Earnings Season

https://t.co/My2Eq16qS8

$MSFT $TSLA $AAPL $UNH $AMZN $PLTR $NVDA $SNDK $SOFI $META $NOW $INTC $HOOD $AMD $GOOGL $CLF $ISRG $VRT $LRCX $IBM $ALK $GE $HIMS $SHOP $NOK $LITE $GEV $RTX $CRWV $CLS $COF $DIS $BA $UAL $BE $BOH $NU $IBKR $IONQ $LMT $APH $ALAB $FSLY $STX $VZ $WDC $T $TER $TXN $CVX

[The Long Investor @TheLongInvest]

Here we go again

$UNH & $TSLA will dominate the week

Some cooling has been needed after one of the strongest rallies in recent years

Watch for retests of breakout levels this week and there will be A LOT of them

Once support is confirmed

You have your buy entry.

We are ready

[The Long Investor @TheLongInvest]

$NVO is going back to its 200 WMA at $82

A lot of people wonder how I made +1000% (981% to be exact) over 3 years

It's because I do the extremely easy things very very well.

And I live by my strategy

No pilot will ever start an aircraft without completing his checklist

No exceptions.

[The Long Investor @TheLongInvest]

$HIMS could retire me

$ETH could retire me

$UNH could retire me

$ZETA could retire me

$OSCR could retire me

$NVO could retire me

But all 6 will hit our targets.

[Tendencias Finanzas @porquettfin]

“Microsoft”

Porque, tras una fuerte corrección desde máximos, precio está intentando estabilizarse justo donde históricamente han entrado compradores.

Zona actual: ~$380
Resistencia clave: $400–420
Soporte crítico: $370

Cada vez que el precio ha tocado este nivel, ha habido buenos rebotes.

El nivel actual es clave para definir si estamos ante una simple corrección o un cambio de tendencia.

[TrendSpider @TrendSpider]

$DUOL The owl has landed 🦉

[Mike Investing @MrMikeInvesting]

This pullback on $MSFT will soon be looked back upon as the greatest dip-buy opportunity ever seen…

$MSFT has officially neared its 200WMA which has been tested just 3 times in the past 13 years.

Every time following this re-test, $MSFT ran over 150%+ higher.

This time around will be no different.

$600+ is incoming this year…

[The Long Investor @TheLongInvest]

$SE

Druckenmiller added $SE in Q4 between around $140

It is now at $109 and pulled back in 3 waves into the standard support range

Once support is confirmed, this is looking good

[Heisenberg @Mr_Derivatives]

Next week’s earnings:

To degen, or not to degen. That is the question…

[TT @TT_BAAR]

@captain_siesta Apoyo! Hay necesidad que sea en medio de la ciudad?? Cualquier espectáculo público obedece a normativas de impacto ambiental. Porque esto no?!?