Vin G

Market analyst | Techno - Fundamentalist | Stocks, crypto & macro | Trade + investment ideas | Follow for updates

[Vin G @Vinthan_G]

This month's read - @markminervini Think & Trade Like A Champion 😊

[Vin G @Vinthan_G]

@Acyn The word you looking for is - Anyway....

[Vin G @Vinthan_G]

@NoLimitGains Meanwhile crypto bros down 15% in week

[Mark Minervini Quotes @MinerviniQuote]

"If the pivot point is tight, there is no material advantage in getting in early; you will accomplish little except to take on unnecessary risk. Let the stock break above the pivot and prove itself."

[Vin G @Vinthan_G]

Trading idea - using @markminervini VCP Pattern and William O’Neil’s favourite C&H Pattern & Cup pattern breakout
$AAPL $ASML $ATI $ENVA $FAF $GS

[Vin G @Vinthan_G]

Oil down 7%, Nasdaq +2% to a fresh high, small caps breaking out, 10-year at 4.35%.
The reflexive read is "peace deal, lower inflation, risk-on." The more interesting read is what's actually funding this leg.

Mag 7 capex is tracking north of half a trillion for 2026, with more guided after that. Unlike the last 20 years of software-heavy spend, this round is going into hard assets. Power, land, silicon, fiber, cooling.

That's the bid under the tape. Not vibes. Not rate cuts. Physical buildout at industrial-revolution scale.

The risk isn't that we underbuild. History rarely says that. The risk is timing, that capacity arrives before the cash flows do. $AMD and $TGTX rip while $PRIM halves and $FSLY drops. Same tape, two messages.

Leadership is narrowing into whoever owns the hard assets. Everyone else is renting the rally.

#StockMarket #Nasdaq #AI #MagnificentSeven

[Vin G @Vinthan_G]

@RedBaro69688641 @markminervini Best decision ever

[Vin G @Vinthan_G]

This month's read - @markminervini Think & Trade Like A Champion 😊

[Vin G @Vinthan_G]

@felixchapovsky @markminervini His other book - Traders like a stock market wizard changed my life

[Vin G @Vinthan_G]

@DGretta_Author @markminervini Already enjoying the 1st chapter

[Vin G @Vinthan_G]

$STRL up 92% since my post.

Which stock do you want me to do next?

[Vin G @Vinthan_G]

https://t.co/8RV6ceSpJo

[Vin G @Vinthan_G]

$BTC CME gap is filled 🚨

What would be the next move?
Bullish 87k or Bearish 62k?

[Vin G @Vinthan_G]

Fed holds at 3.75%. GDP misses at 2.0% vs 2.2%. Core PCE in line at 0.3%. But ECI came in hot at 0.9% vs 0.8%.

That's the trap. Growth is slowing, wages aren't. Powell can't cut without re-igniting labor-cost stickiness, and can't stay tight without deepening the GDP slide.

This isn't a soft landing setup. It's stagflation-lite, and the Fed just lost half its optionality in a single print.

Watch the front end and the dollar into Asia. If Powell leans hawkish on ECI, December cut odds get repriced fast.
The data narrowed the runway. Now he has to land on it.
#FOMC #Feds #Powell #Inflation #Stagflation

[Vin G @Vinthan_G]

The UAE just walked out of OPEC after 55 years, and the timing is the entire story.
This isn't a quota dispute. It's a Gulf state publicly choosing strategic autonomy over cartel discipline at the exact moment Riyadh's leadership of the bloc looks weakest. Effective May 1, 2026, Abu Dhabi is no longer bound by the production ceilings that have defined OPEC+ since 2016.
The mechanism here is incentives finally breaking the cartel logic. The UAE has spent years building capacity it wasn't allowed to use. Sitting on barrels you can't sell while watching Saudi Arabia set the terms is a tax on your own sovereign strategy. Anwar Gargash's broadside at GCC allies on Monday over the "weak" response to Iranian attacks made the subtext explicit: Abu Dhabi doesn't think collective Gulf institutions are protecting it anymore, so it's done subordinating its energy policy to them.
WTI ripped to nearly $102 on the headline, which tells you the market read this as supply chaos, not supply abundance, even though the UAE says it will keep "bringing additional production to market in a gradual and measured manner." Translation: more barrels, on Abu Dhabi's clock, not Vienna's.
Trump welcomed it immediately. Of course he did. An OPEC without its third-largest producer is an OPEC with less pricing power, and the UAE remains Washington's critical Gulf ally even as the Strait of Hormuz stays a tinderbox.
What to watch: whether Saudi Arabia tries to discipline the market by flooding it, whether other OPEC members quietly start cheating harder now that the cohesion premium is gone, and whether Hormuz risk keeps a floor under crude even as the cartel cracks.
The cartel didn't fracture over a barrel. It fractured because one member decided the alliance was costing more than it was worth.
#OPEC #UAE #OilMarkets #WTI #CrudeOil

[Vin G @Vinthan_G]

R.I.P 🪦 — Crypto project that died in 2026

April 2026 -

JPG Store
League of Kingdoms / Arena-Z Chain
Mint
Buck
Foundation
MUD / Lattice
Atomicals Market
Seamless Protocol
Leap Wallet (including Compass Wallet)
Dmail
Intergaze

March 2026 -

Yupp / Yupp AI
CharmVerse
Tally
Blockfills
Fey Protocol
Genome
DataHaven
Angle Protocol
GOAT Gaming

February 2026 -

Slingshot
Magic Eden (ME Wallet)
GENSO Online
WebN Group
Step Finance
Parsec
Catalog
ZeroLend
Polynomial
Enclave Markets

Early 2026 / January 2026 (borderline, discussed in recent roundups) -

Forgotten Runiverse
Entropy
Nifty Gateway
Sound xyz
MilkyWay
Bloktopia

#CryptoGraveyard #CryptoShutdown #Crypto #DeFi #Web3

[Vin G @Vinthan_G]

A "quiet" tape into the busiest earnings week of the year is its own kind of signal.

The TSX slipped 123.78 points to 33,780.33, dragged by base metals and telecoms. The Dow shed 193.91 to 49,036.80. The S&P 500 slipped 16.22 to 7,148.86, the Nasdaq lost 105.44 to 24,731.16. By session's end the moves had narrowed sharply — TSX off 85.92, Dow off 62.92, S&P 500 actually green +8.83, Nasdaq +50.50. Translation: nobody wanted to take real risk in either direction before the print.

Underneath, the cross-currents are louder than the index moves. June crude up $2.58 to $96.98. June gold down $52.50 to $4,688.40. The loonie firmer at 73.43 US cents from 73.11. Energy bid, defensives offered, FX leaning risk-on. That's not a market preparing for disappointment. That's a market parked.

The reason is staring everyone in the face. 180 S&P 500 names report this week. Microsoft, Meta, Alphabet, Amazon Wednesday post-close. Apple Thursday post-close. Roughly a third of S&P 500 market cap walks to the mic in 72 hours, and most of mega-cap AI capex sits inside that window.

The setup is uncomfortable. Q1 prints have already been beating an above-trend bar — companies aren't just hitting, they're clearing raised expectations. Which means the asymmetry has flipped. Beats are priced. Misses aren't.

Watch three things: hyperscaler capex guidance (the AI spend cycle lives or dies on these calls), Apple's services line and China commentary, and whether forward guides hold up against an oil tape pushing $97. Gold dumping $52 into a soft equity day also deserves a second look — someone got positioned for something, and Monday wasn't it.

Quiet tapes before mega-cap earnings aren't calm. They're coiled.
Hashtags:
#Earnings #SP500 #Nasdaq #TSX #MAG7 #AI #Microsoft #Apple #Alphabet #Meta

[Vin G @Vinthan_G]

@NoLimitGains Burj Khalifa pattern

[Vin G @Vinthan_G]

Strait of Hormuz Crisis: #Iran Seizes Ships, #Oil Surges, and the World Scrambles to Respond 👇
#DonaldTrump #StraitOfHormuz #IranWar‌

[Vin G @Vinthan_G]

The day Trump extended the ceasefire, Iran fired on a container ship. That is the headline

Just crossed: IRGC opened fire on a container ship in the Strait of Hormuz at 7:55AM local time. UKMTO reports a Revolutionary Guard gunboat fired without hailing. A second vessel was struck by an unknown projectile shortly after.

This happened the same day Trump's ceasefire was set to expire. He extended it. Iran answered with this.

Where the tape is:
– Brent settled ~$95.48 Mon (CNBC), slipped under $95 Tue on Iran agreeing to send a delegation to Islamabad
– WTI ~$89.61
– Pre-conflict baseline: ~$72 Brent (Feb 27)
– March peak: ~$126
The Islamabad talks were the single thing holding the risk bid down. If they collapse, the ceiling on this tape gets real fast.

What I'm watching:
Brent reaction at the European open
Tanker insurance (war-risk premiums) — already removed once on March 5
$XLE / $USO relative strength vs $SPY
$LMT $RTX on any Trump "power plants and bridges" follow-through

My read: this is the third "ceasefire dies on a single ship" headline in 7 weeks. Each one has been bought lower than the last. Pattern, not signal — yet.

[Vin G @Vinthan_G]

Distribution day #1 since Apr 8. One is noise. Clustering is the signal
US close, Apr 21 — risk-off, but orderly:

▼ S&P 500 7,064 (-0.63%)
▼ Nasdaq 24,260 (-0.59%)
▼ Dow 49,149 (-293)
▼ Russell 2,765 (-1.00%)
▲ Crude ~$90 (Strait of Hormuz still closed)
▲ VIX 19.5

Two stories did the damage:

Vance's Islamabad trip paused. NYT + Axios report Tehran hasn't committed to US terms ahead of tomorrow's ceasefire deadline. Trump extended the ceasefire post-close "pending an Iranian proposal."
Warsh Senate hearing leaned hawkish. "Inflation is a choice" + a "different, new inflation framework" cooled any rate-cut optimism intraday.
Apple -2.5% on the Cook → Ternus handoff (Sept 1). BofA's read: transitioning from a position of strength, not weakness.

My read: the tape absorbed two genuine shocks — geopolitics + a hawkish Fed nominee — with a 0.6% drop. That's not fear. That's positioning.

First distribution day on both indexes since the Apr 8 follow-through. One is noise. Clustering is the signal to watch.

#Stockmarket #SP500 #QQQ #IranWar‌ #crudeoil

[Vin G @Vinthan_G]

Shopping list performance since I've posted -
$NVDA - 17%
$AVGO - 29%
$PLTR - (-2%)
$APP - 12%
$MSFT - 12%
$CRDO - 77%
$GOOGL - 12.5%
$HUBS - (-9%)
$CLS - 51%
$APH - 21%

[Vin G @Vinthan_G]

Which growth stock is highest on your buy list during this market crash?

Preparing my shopping list for the current market crash: best growth stocks on my radar
$NVDA $AVGO $PLTR $APP $MSFT $CRDO $GOOGL $HUBS $CLS $APH

What’s your top pick?