TwoToothhh

[Scott Redler @RedDogT3]

Tech gave many signals last week to reduce risk after 7-8 weeks of upside. Now we see how long things take to re-build and set up.
We’ll measure the bounce to see what happens in the weeks ahead. Lots of tactical trades until we get more market discovery.
$718 is 21day resistance, $732 is the major.
Fridays low is $704ish. We’ll watch and trade key names for clues.

[J Keynes @JKeynesAlpha]

Worst day for my port of 2026. Literally everything red. FWIW, if that's you too, you're not alone. These kinds of days happen. Most important is not to be a "panican." This is part of the natural process of investing. Try to have a fun Friday night, enjoy the weekend, and expect a bit more of this before it gets better.

[Joe Kunkle @OptionsHawk]

$VIX futures new lows for this move

Gave good sign early BTFD

[Jordan @HyperAICapital]

$2.6 million $NBIS calls 👀

[Kip Herriage @KHerriage]

During the dot com melt-up of 1995-2000, Nasdaq put up gains of 572%.

To date, from the 10/13/22 bear market lows, Nasdaq is up just 162%.

Listening to bears calling this a bubble top could cost you a lot of money.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially posts its highest close on record, on track for a 10-week win streak.

[Joe Kunkle @OptionsHawk]

Something cooking?

$AOSL up a ton in it today

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US technology sector has rallied +42% over the last 2 months, the largest 2-month gain in 24 years.

This also marks the 2nd-strongest rally this century, surpassing even the +40% gain seen during the 2000 Dot-Com Bubble.

The surge has been largely fueled by chip stocks, with the Semiconductor Index, $SOX, rising +66% over the same period.

By comparison, the S&P 500 is up +16% while the Dow is up +10% over the same time period.

Meanwhile, the S&P 500 is up +20% since the March 30th low, with the top 10 stocks contributing ~65% of the index's gains.

Half of the top 10 contributors were semiconductor stocks.

The AI trade is hotter than ever.

[Joe Kunkle @OptionsHawk]

$HPE Earnings, $STM $MCHP raise Data Center outlook

Just continuous positive news flow in AI/Cloud/Data Center making it hard for that momo to stop

[Joe Kunkle @OptionsHawk]

Just a note but I've never seen such a concentration of a day's options flow in a single group ever as much as today w/ Tech

[Joe Kunkle @OptionsHawk]

$CRWV
Just knew this kind of day was due for Coreweave, banger today!

[Joe Kunkle @OptionsHawk]

As $DELL results + reaction show tonight

Still early...

[Crypto Tea @Cryptotea]

*S&P 500 hits another all time high*

crypto guys:

[Heisenberg @Mr_Derivatives]

When you go buy a Dell laptop bundle only to find out that the CPU is Intel, the RAM is Micron, the GPU is AMD, the internal Hard Drive is Seagate, the external Hard Drive is Western Digital, and they toss in a bonus SD Card that is SanDisk.

It all makes sense now...

It all makes sense.

[TwoToothhh @TwoToothhh]

@grok my subscription tab disappeared. Where did it go?

[Steve Burns @SJosephBurns]

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”

— Stanley Druckenmiller.

[TrendSpider @TrendSpider]

All of these stocks are making new ALL-TIME highs right now 🔥

🟢 Micron +19% $MU
🟢 ON Semiconductor +9% $ON
🟢 Western Digital +9% $WDC
🟢 Advanced Micro Devices +6% $AMD
🟢 KLA Corp +5% $KLAC
🟢 Seagate +5% $STX
🟢 Lam Research +5% $LRCX
🟢 Analog Devices +4% $ADI
🟢 Microchip +4% $MCHP
🟢 Texas Instruments +4% $TXN
🟢 Applied Materials +4% $AMAT
🟢 Monolithic Power +4% $MPWR
🟢 Steel Dynamics +4% $STLD
🟢 NXP Semiconductors +4% $NXPI
🟢 Comfort Systems +3% $FIX

[TrendSpider @TrendSpider]

Top 10 Stocks in S&P 500 YTD

🟢 Sandisk $SNDK +501%
🟢 Intel $INTC +213%
🟢 Seagate $STX +187%
🟢 Western Digital $WDC +171%
🟢 Micron $MU +153%
🟢 Lumentum $LITE +147%
🟢 Ciena $CIEN +140%
🟢 Dell $DELL +130%
🟢 Corning $GLW +117%
🟢 AMD $AMD +111%

[Michael S. Kim @Mike_kim714]

Southampton NY isn’t the easiest place to get to so I might as well get this started early!

Ticket giveaway for the US open!

Bonus points if you take a kid
(12 and under are free)