Clement Ang

Portfolio Manager at SilverCape • Speculation is my ikigai • USIC '24 & '25 (+522%).
No posts should be misconstrued as financial advice. My only account.📈

[Clement Ang @Clement_Ang17]

7 years in and I can safely say I've done something right to have @RichardMoglen and the @TraderLion team kindly grace me with an interview! 😆

It's a long one but hopefully my review of 2025 can bring you back to pivotal moments that made it such a special year! 📈

https://t.co/voizbLtKf7

[PBA @801010athlete]

Sit time. The hard work was done the last 2 weeks when set ups happened and sentiment was in toilet

[Clement Ang @Clement_Ang17]

For the first time in 5 months, I think I can say I've had the most fun trading in a while.

Spending the downtime creating all these new trading tools with AI to improve my workflow efficiency, having the LLMs aid my research, and then putting it all into practice is extremely gratifying.

Am hoping the better days are ahead re: this market now!

[Sergius Trading @sergiustrading]

You think you're a trader? The market will show you who you really are.

Every mistake you make is impossible to hide, it's right there in your P&L.

Own every loss. Dissect it. Turn every painful trade into a lesson that makes you stronger.

Losing is just tuition in the school of success.

The only way to truly fail is to quit before you learn what you came for.

[Nick Schmidt @NickSchmidt]

$MU

[Tigris 会讲课教授是好老师 @tig88411109]

讲点常识。领导见面就签字，那不是谈判，那是签约。

谈判这种东西不是二元论，你赢我输。而是一个动态博弈的过程，领导肯定有姿态不妥协，也不会傻了吧唧耗在那里。

伊朗不可能上来就跪。它的合法性就是来自反美/以，核/海峡是现在唯二的砝码，其他都裸奔了，要是接受美国条款，是不是内部人民造反…

现在领导先走都是战术，留着技术官僚继续谈细节，还有10天停战空窗，美军，还有欧洲中日韩都要派军舰开通海峡，伊朗现状能不能坚持不崩盘？如果不签约，一定重启战事，再来一波谁能抗压。我堵伊朗和中国先崩。

当然投资不能靠算命，下周到底谈判成否，用什么样的心态、仓位、标的、买入卖出时机，这才是真正成熟投资者应该考虑的。

当然所有市场的空头，我个人再次（4月1日已经讲了一次）建议，尽快投降回补平仓，无论是看多看空。

[Ariel Hernandez @RealSimpleAriel]

Everyone is going to talk about the “no deal” between the United States and Iran.

Let me be blunt.

The news does not matter. It’s the reaction to the news that does.

Know your setups. Know your entry tactics. Position size properly and use progressive exposure.

K.I.S.S.

[Jeff Sun, CFTe @jfsrev]

delaying your entry by just 30 minutes after the open has been exceptionally beneficial in this market

[Jeff Sun, CFTe @jfsrev]

"The most important rule of trading is to play great defence, not great offence."

- Paul Tudor Jones

[PurpleDrinkCapital @PurpleDrink_LLC]

This time last year I was noting that a bottom is imminent (on record in writing)

While not the same setup now bc no flash bear w/capitulation, I wrote on Saturday (link below) that all the signs of a durable low are likely present.

Now tomorrow we likely get a multi index FTD -> if you were underinvested on this day in 2025, you missed nothing. Even if 2026 isn’t the same setup, this should kick off a new trending environment.

https://t.co/bouvOH3VNF

[Jeff Sun, CFTe @jfsrev]

"The most important aspect of trading is behavior modification, without doubt, is the key to trading success -- not only in how we think but also how we act in certain situations.

We must adapt to changing situations over which we have no control."

[Will Hu @traderwillhu]

Apr 7 Daily Review: Strong Price Action and Positive After-Hours News

The market gapped down on geopolitical uncertainty but displayed notable resilience, closing near session highs. Despite the initial weakness, the tape made it impossible to maintain a bearish bias as $PL reclaimed its R2G level from a -6% deficit. After-hours news provided a further catalyst, pushing the /NQ to break above its primary downtrend line.

In the crypto space, both $BTC and $ETH continue to construct higher lows, a constructive setup that historically precedes equity market bottoms. Conversely, /CL dropped over 10%, forming a potential double-top structure that warrants caution.

[Jeff Sun, CFTe @jfsrev]

"The worse a situation becomes, the less it takes to turn it around, and the bigger the upside." - George Soros

it is less than 24 hours to an immediate headline risk; hard to price, harder to trade. but a negative fundamental outcome is a great test of whether the market can sustain the strength from the past 4 sessions, and has already bottomed from March 30th low.

[Clement Ang @Clement_Ang17]

"Why should I have the touch in Hong Kong, Calcutta, Saigon and Stockholm, and lose it when I was within half a mile of Wall Street? What was the difference? There was no easy solution to the problem and for a long time I was baffled. Then one day, as I sat in the Plaza Hotel afraid to make a telephone call, I suddenly realized something. When I was abroad, I visited no board rooms, talked to no one, received no telephone calls, watched no ticker. The solution was whispering to me but at first I could not credit it. It was so surprising, so simple and yet so extraordinary that I could hardly believe it. It was: My ears were my enemy. It dawned on me like a revelation that when I was traveling abroad I had been able to assess the market, or rather the few stocks in which I was interested, calmly, neutrally, without interruption or rumor, completely without emotion and ego. I had operated simply on the basis of my daily telegram, which gave me my perspective. It showed me the way my stocks were behaving. There were no other influences, because I did not see or hear anything else. In New York it was nothing like that. There were interruptions, rumors, panics, contradictory information, all floating into my ear. As a result of this my emotions became involved with the stocks — and the cold, clinical approach had gone." - Nicholas Darvas, How I Made $2 Million In The Stock Market

[Will Hu @traderwillhu]

The difference between 2022 and Now.

I have done some homework too and studied the "Big Movers" of 2021, especially those "Liquid Leaders" whose annual highs occurred in the second half of the year. I found that they often peaked earlier than the indices and headed south all the way; when the indices rebounded, their rallies were very weak.

Now, things are very different. Looking at the "Big Movers" of 2025 and comparing stocks that also reached their annual highs in the second half of the year, you can see that the Memory, Optics, and Space groups are holding up very well. The index has only rebounded for two or three days, yet LITE and CIEN have already hit all-time highs, Memory is near all-time highs, and the gains in Space are also very strong.

[First Squawk @FirstSquawk]

Axios: U.S., Iran, and mediators discuss 45‑day ceasefire

[Jack @alphacharts365]

I’ve gotten a lot of feedback from my posts on how The Iran War will cause the market to go lower….

[PurpleDrinkCapital @PurpleDrink_LLC]

Fun community on here that shouldn't be discounted.

Wanted to play around with a Perplexity Computer dashboard despite being tech illiterate, the homie @ConnorJBates_ motivated me and then these groups from @Clement_Ang17 were quite helfpul too.

This layout took literally 10 minutes with 4-5 prompts, very helpful.

https://t.co/Rd2K1zJCfx

[Clement Ang @Clement_Ang17]

05 Apr 2026: Weekend Homework ✏️

Look at all of these on a weekly and daily chart timeframe - no excuses for folks saying there are no setups anymore, there are clearly many developing/broken out already!

Camp 1 — Agentic AI / Edge Compute:
- ARM, NET, UI, SKM, DOCN, AKAM, FSLY, RNG, LSCC (9)

Camp 2A — Compute Infra + Photonics:
- INTC, AMD, MRVL, STM, ACLS, UCTT, ICHR, Q, FORM, KLAC, ONTO, MPWR, AEIS, FN, MTSI, KEYS, LITE, CIEN, AAOI, VIAV, TSEM, AEHR, LWLG, AXTI, AMAT, GLW, TER, SNDK, WDC, STX, MU (31)

Camp 2B — Physical Infra:
- GEV, NBIS, DELL, VRT, MOD, POWL, NOK, EQIX, DLR, AGX, ETN, NVT, EME, MTZ (14)

Camp 2C — Energy Infra:
- BW, SQM, ALB, SEDG, NXT, SOLS, PWR, ON (8)

Space:
- RKLB, PL, LUNR, ASTS, SATS, FLY, SATL, GSAT, IRDM, BKSY, VSAT (11)

[Clement Ang @Clement_Ang17]

@Qullamaggie do you approve 🤣🤡