C11R

It's always possible to wake someone who's a sleep, but no amount of noise will wake someone who is pretending to be asleep.

[C11R @_unknown_trader]

@LeeHarris Birmingham police chief constable Simon Foster 😂

[C11R @_unknown_trader]

@GBPolitcs

[mars @mars_labs]

$NOK is down 23% in a month and I genuinely think the market is sleeping on what's happening here.

What caught my eye first was the institutional holder list. NVDA owns 166 million shares of Nokia (per SEC filings via Yahoo Finance). Not a fund. Not an ETF. Nvidia the company. And then you see the headline about Nokia partnering with Nvidia to build AI RAN 6G networks and suddenly that stake makes a lot more sense. This isn't a passive bet, it's a strategic one. Meanwhile AMZN just announced a partnership with Nokia too (per Insider Monkey). Two of the biggest infrastructure spenders in the world are aligning themselves with this company and the stock just got cut by nearly a quarter in 30 days. That's wild to me.

The forward P/E sits at 26.52 (per Yahoo Finance) which is honestly reasonable for a company with these kinds of relationships forming. Yeah the trailing P/E is bloated but forward EPS of $0.49 vs current $0.16 implies the earnings inflection is coming. FCF is $1.6B (per Yahoo Finance). This isn't a broken balance sheet story.

And the defense angle is real too. Nokia has been pushing hard into border security and defense solutions per Zacks, which is a completely different growth vector than the telecom stuff most people associate with this name.

Trading below both the 20 and 50 day SMAs right now. The disconnect between what's being built here and where the price is sitting feels like an opportunity. 👀

[C11R @_unknown_trader]

@1769_alex $NOW

[C11R @_unknown_trader]

@lukebelmar Let’s see if this continues, if so, we’ll move up quick.

https://t.co/t7LYmfNU4p

[C11R @_unknown_trader]

From what I’m seeing, the flow + chart combo is doing most of the talking. Large‑lot inflow has been consistently stronger than outflow, and that +87.9M print is institutional size, not retail noise. That’s accumulation, not “must‑buy” behaviour.

From the chart, price is riding rising MAs with every pullback getting absorbed, structure hasn’t broken once.

Options positioning lines up too: gamma magnet sitting right at 185, call wall at 195, and no real put‑side pressure. So the positioning looks intentional, not forced.

Flow shows who’s stepping in.
Chart shows the trend is intact.
Options confirm the level is being defended.

[C11R @_unknown_trader]

@NoLimitGains 😂😂😂

[C11R @_unknown_trader]

Should be mostly priced in but no one is talking about it.

BOJ hiked to 1.0%, it’s the highest since 1995 and the real story isn’t the hike, it’s the aftershocks.

Yen carry is now less profitable > unwind risk rises.

If USDJPY snaps lower, high‑beta US tech feels it first.

Japan yields up > mild repatriation > upward pressure on USTs.
Higher yields = lower multiples = pressure on AI/SaaS.

Global liquidity just tightened another notch.

Not a crash trigger, but a volatility catalyst.

Watch: USDJPY, US10Y, VIX, Nikkei spillover, US CPI/PCE.

BOJ didn’t break anything, but it quietly removed one of the world’s biggest liquidity valves. Risk assets now have less room to be sloppy.

https://t.co/CRcaPDQOnK

[C11R @_unknown_trader]

If true and the BOJ hike to 1.0%, it isn’t “minimal impact” it’s a global liquidity event.
Japan has been the world’s cheapest funding source for 20+ years.

A move to 1% tightens the carry trade, lifts JPY, pressures global yields, and forces de‑risking at the edges.Not a crisis, but definitely elevated.

[C11R @_unknown_trader]

$NOW Order flow today looks messy on the surface, lots of “sell” prints, but the structure tells a different story.

Inflow came in at 19.57M vs 16.05M outflow, with 3.07M in large buys vs just 0.96M in large sells.

Price still pushed +3.35%.

We’ve also seen a big wave of buys printing as sells, which screws the data slightly.

When buyers sit on the bid or hidden liquidity fills the order, the system labels it a sell even though demand is driving the move.

Last 5 days show a clear shift, heavy distribution early in the week > three straight days of accumulation. Net read: bullish absorption masked by misclassified prints.

[C11R @_unknown_trader]

@bridgemindai Any reaction would have been felt in the overnight markets last night.

[C11R @_unknown_trader]

@cmsinvests Imagine everyone in the market is lining up for a brand‑new toy.

They’ve saved their pocket money, they’ve sold old toys, they’ve even stopped buying sweets so they can afford it. 😂👌

[C11R @_unknown_trader]

You’re talking about a man who’s achieved more with his left testical than you’ve achieved in an entire lifetime. Elon Musk becoming the world’s first trillionaire isn’t luck, it’s the result of building companies that literally reshape industries.

You don’t have to like him, but pretending his impact isn’t historic is just denial.

[C11R @_unknown_trader]

@RealJackPoor That’s $8 quintillion 😂😂😂

[C11R @_unknown_trader]

@Brownmoose Not much of a floor was it 😂😂

[C11R @_unknown_trader]

@Brownmoose Look at this setup, if we cycle back into the $102 handle, they’re praying that liquidity gets taken. That block is sitting there for a reason, and someone wants it filled.

[C11R @_unknown_trader]

@elonmusk Well done @elonmusk if anyone deserves it, you do!! To mars we go!

[C11R @_unknown_trader]

@Brownmoose It is, that’s effectively your floor. When a bid of that size sits there, it’s signalling where participants are willing to defend. Until that size gets taken out, the downside is structurally supported

[C11R @_unknown_trader]

Overall Market today, some people think the Market won’t react well today to $SPCX , don’t overlook the liquidity dynamic here. A significant amount of cash was pulled aside specifically for the SpaceX allocation. Anyone who didn’t receive shares, or only got a partial fill, is now sitting on deployable capital. And they’re not chasing SpaceX on the open, that’s almost a certainty. That sidelined cash has to rotate somewhere, which sets up a meaningful flow‑through back into the broader market.

Take a look at $NOW as a genuinely undervalued company. The current pricing is well below where the fundamentals, institutional behaviour, and long‑term growth profile justify.

[C11R @_unknown_trader]

Don’t overlook the liquidity dynamic here. A significant amount of cash was pulled aside specifically for the SpaceX allocation. Anyone who didn’t receive shares, or only got a partial fill, is now sitting on deployable capital. And they’re not chasing SpaceX on the open, that’s almost a certainty. That sidelined cash has to rotate somewhere, which sets up a meaningful flow‑through back into the broader market.

[C11R @_unknown_trader]

$NOW Strong finish into the close despite the red print. The flow picture improved materially through the session.

Inflow vs Outflow:
Inflow 212.90M vs Outflow 202.99M > +9.91M net

A clean positive skew into the bell, confirming steady accumulation through the afternoon.

Size is the story:
Large‑scale inflow 42.21M vs 26.17M out a +16.04M net surge, the biggest positive bar in the last five sessions.

That’s institutional capital stepping in and flipping the multi‑day distribution trend.

Medium flow:
Still slightly negative (88.21M in vs 92.70M out), showing mid‑tier players trimming, not chasing.

Retail (small orders):
Balanced but leaning constructive (82.48M in vs 84.12M out). Retail buying dips but not driving direction.

5‑day large‑order trend:
Today’s +16.04M bar fully reverses the prior negative sequence and marks the strongest accumulation day in the recent window.

Medium and small prints matter for intraday texture, but they don’t move the trend.

Here’s why:
Large flow represents institutions, funds, and systematic size, the only participants with enough capital to set direction rather than react to it.

Medium flow is mostly mid‑tier funds, tactical algos, and short‑term positioning. They usually follow liquidity, they don’t create it.

Small flow is retail and micro‑algos, high frequency, low impact, and easily absorbed by size.

When large inflow is positive and dominant, medium and small flows become background noise.

They can shape candles, but they cannot override institutional accumulation.

Today’s +16.04M large‑order print is exactly that, the kind of size that overrules everything beneath it.