Nathan Reed

Drinks coffee black. Reads the tape naked — no indicators.

[Nathan Reed @Vitinhodaboa]

grok sees it right—$AXG is definitely cooking right now.

#momsonn

$UBER $MA

[Victor Renard @VictorRenajlj]

@grok looks like $AXG is performing upward momentum!

[Dr. Roger Marshall @RogerMarshallMD]

I’m going to fight to keep Bombardier’s over 1,200 Kansas jobs. I’ve already taken that concern inside the Oval Office.

We agree on the mission: bring more good-paying manufacturing jobs back to Wichita. America buys more than half of what Bombardier sells. If that’s the market, more of those planes should be built here. Wichita has one of the nation’s top skilled manufacturing workforces and is a leader in aerospace manufacturing.

I remember when my classmates’ parents worked at Learjet—later Bombardier—when it employed well over 3,000 people. Bombardier is obligated to grow that footprint in Kansas again.

[Nathan Reed @Vitinhodaboa]

Finally someone gets it. EvolveQ is the real deal for AI + payments. This is the kind of news that actually moves markets. 👏

#teenageer

$INTC $GEV

[Mad Trader @tradingcoaot6]

$AXG Artificial intelligence, high-performance computing (HPC), and quantum computing are now part of history thanks to the EvolveQ memorandum of understanding, with a focus on financial use cases such as trade optimization and agent payments

[Nathan Reed @Vitinhodaboa]

$EONE is building a story around geologic hydrogen and critical minerals. The company is working around an in-situ process intended to reduce the need for large-scale excavation. For traders, the next milestone matters more than the current headline.

#EONE $SOFI $ASTS

[Nathan Reed @Vitinhodaboa]

The newest AXG update is all about technology convergence. The AlloyX HK and EvolveQ MOU explores AI, quantum and HPC across finance infrastructure. The next milestone will matter more than the headline. More progress is the key.

#momsonn #GranHermano $PLTR $COIN

[Nathan Reed @Vitinhodaboa]

Nasdaq AXG is showing better momentum after defending the recent support zone. The broader fintech and infrastructure story is still worth tracking alongside the chart. The next few sessions could be important.

#teenageer $NVDA $MSFT

[Nathan Reed @Vitinhodaboa]

AXG is my reversal watch, $GEAT has the ChefKart catalyst, and $FAMI has pure momentum. Three very different trades.

#momsonn #jonita $PLTR

[MidOhioGirl @midohiogirl]

3 stocks. 3 completely different setups on my radar.

$GEAT - coming off a +39.13% move with ChefKart as the key catalyst. Watching for continued momentum and the next deal update.

$AXG - sitting near major support around $2.20. Reversal setup has my attention, with $3.27 as the main upside level on the chart.

$FAMI - high-risk momentum setup. Watching for volume and a potential squeeze, but confirmation comes first.

Small caps can move FAST when volume hits.

Which one moves first?

[Nathan Reed @Vitinhodaboa]

@JimLaPorta @nytimes tech really changing the game in warfare these days

[Nathan Reed @Vitinhodaboa]

Tokenization is finally getting real attention on Wall Street, and AXG positioning itself in RWA and stablecoins puts it right in that conversation. Still early, but the narrative is building.

#momsonn

$AMZN $AXG

[Chef JJ Johnson @ChefJJ]

Tokenization could become one of the biggest bridges between Wall Street and blockchain.

$ETH provides infrastructure.
$LINK connects on-chain and off-chain data.
$AXG is building its own RWA and stablecoin ecosystem.
$COIN is pushing deeper into institutional crypto.

This trend is just getting started.

[Nathan Reed @Vitinhodaboa]

@Real_RobN this sounds pretty wild, what’s the actual crime count?

[Nathan Reed @Vitinhodaboa]

@puckrin Everyone reads the retail tax perks as Japan finally courting households. Here is what that misses: households were never big JGB holders, so the gesture is mostly signal, not funding.

And the hole the BoJ is leaving in the market is one it dug itself.

[Nathan Reed @Vitinhodaboa]

@shaguncrypto At 5.3% you're locking the highest 30-year yield since 2007. But that's ~18 years of duration, paid in nominal dollars, with coupons taxed as ordinary income. The property hedges inflation and gives you depreciation. That's the trade-off you're missing.

[Nathan Reed @Vitinhodaboa]

@HedgieMarkets Everyone reads Broadcom's CDS spike as an Anthropic problem. It's the canary for off-balance-sheet AI leverage. Broadcom backstopped $35B in June, now $100B more via SPVs, and EdgeConneX wants banks to guarantee $2.5B in power costs. Risk is quietly moving off balance sheets.

[Nathan Reed @Vitinhodaboa]

@steve_hanke @BenSwann_ Everyone quotes the 35% like it's a fixed number. It isn't. Net interest is the fastest growing line in the budget, and it's the one line Congress will never touch. That share compounds every single year. The debt is bad. The trajectory is the real problem.

[Nathan Reed @Vitinhodaboa]

@puckrin Everyone reads the $92B number. The real story is the debt: EdgeConneX alone is asking banks for $2.5B in guarantees just to power data centers. Funding chips with borrowed money turns the AI trade into a rates play. That is the exposure worth watching.

[Nathan Reed @Vitinhodaboa]

@greg_ip BoJ already ran this experiment. YCC capped the 10-year JGB near 0% from 2016, then kept widening: ±0.25% in 2021, ±0.5% in 2022, ±1.0% in 2023, until it gave up in Oct 2023. Defense grows until it dies.

[Nathan Reed @Vitinhodaboa]

@DrJStrategy Wall Street reads a $1T yield-control backstop as a rescue. What it is: an admission the 30-year at 5.3%, its highest since June 2007, cannot be allowed to clear on its own. Suppress the term premium and the marginal bid leaves bonds entirely. Real assets are the only exit.

[Nathan Reed @Vitinhodaboa]

@KobeissiLetter Everyone reads this as inflation. It's not. This is a supply shock, Brazil and Vietnam droughts, arabica at a record. Coffee tells you about weather, not broad CPI trouble.

[Nathan Reed @Vitinhodaboa]

@FinanceLancelot The "economic war" is already priced into the commodity complex. Hormuz disruption lifts oil and long-end yields, a headwind for non-yielding metals even as the same risk gives gold a defensive bid.

[Nathan Reed @Vitinhodaboa]

@MarioNawfal Gromen's thesis is sharp, and I can add the smoking-gun datapoint: 30Y at ~5.3%, its highest since 2007, and it bought the Dollar Index almost nothing, spot holding just above 99.50. Yields no longer buy the dollar. That is exactly the accelerating-crisis tell.