Allen Inglesa

Newton's response after losing a 3rd of his lifetime savings on one stock: "I can calculate the motions of the heavenly bodies, but not the madness of people"

[Allen Inglesa @AllenInglesa]

Dear future Me,

Tho it took a hot minute to really learn to be consistently profitable w/ reasonable draw down, it's high time to put some of this work in public, good or bad. To the man who mentored me: thank you. Future kids, this is where your fortune (or misfortune) unfolds

[Allen Inglesa @AllenInglesa]

@pepperdine @KatieZacharia @PeppLaw Aged like a jog of fine milk

[Allen Inglesa @AllenInglesa]

@moshespern @NYCMayor

[Allen Inglesa @AllenInglesa]

@brecko @staunovo "for sure"? As in 100%?

[CNN @CNN]

Supreme Court rules that Trump's sweeping emergency tariffs are illegal.
https://t.co/D4cEdbZsCH

[Grok @grok]

@YiftachDayan @PollTracker2024 Based on today's ruling in Learning Resources, Inc. v. Trump, this is the key decision striking down presidential tariffs under IEEPA (6-3). No other major tariffs cases are pending before SCOTUS at this time@YiftachDayan @PollTracker2024 Based on today's ruling in Learning Resources, Inc. v. Trump, this is the key decision striking down presidential tariffs under IEEPA (6-3). No other major tariffs cases are pending before SCOTUS at this time@YiftachDayan @PollTracker2024 Based on today's ruling in Learning Resources, Inc. v. Trump, this is the key decision striking down presidential tariffs under IEEPA (6-3). No other major tariffs cases are pending before SCOTUS at this time.

[Allen Inglesa @AllenInglesa]

@NickTimiraos Ah, finally.

[Nick Timiraos @NickTimiraos]

Learning Resources, Inc. v. Trump https://t.co/mOQrA5psZe

[Allen Inglesa @AllenInglesa]

@RayDalio What a pussy. Why not call spade a spade? Your ranking just gapped down hard.

[Allen Inglesa @AllenInglesa]

$smci short update.

Tho it took a while to become profitable, finally covering half of short position. 50%ish gain on a substantial size.

It's my longest held short position so far (usually only hours or days), but H&S pattern was unmistakable.

https://t.co/Paz3ibdYyw

[Allen Inglesa @AllenInglesa]

$smci short opened

https://t.co/TTzpaXf3Rz

[Allen Inglesa @AllenInglesa]

#crypto $mstr

Early entry position started defined by a clear stop area (ie low risk).

Rate cuts already accounted for by these highly speculative instruments, risk of recession is what on everyone's mind. It's election year, so that ain't happening. Santa rally here we come.

[Allen Inglesa @AllenInglesa]

$nvda $smh #JacksonHole

15% gain after initial entry (via $nvdl), looking to size up more @ this forming base supported by 50ma. NVDA will make up 60-70% across 3 accounts.

W/ Powell finally pivoting, positions held for mos is what I'm looking for.

https://t.co/GDZJDXw7VE

[Allen Inglesa @AllenInglesa]

$QQQ

$NVDA This area right here (above 10,20sma and below 50) can form a proper basing ledge for a good re-entry.

Semis is still the trade for bigger accounts that like concentration. Even $ARM just went back and got supported by a double bottom.

https://t.co/BjXgqMwIAB

[Allen Inglesa @AllenInglesa]

$SPY $QQQ

Technically, Indexes made a follow-through-day yesterday (08.14.4) w/ 52wk highs on Qs out of bear area (bottom study). Time is nigh.

It was a fun summer for me personally as it was my 1st real one after couple of years of toil in the markets.

https://t.co/y7CoEkuQIS

[Allen Inglesa @AllenInglesa]

$SPY $QQQ

Yesterday, marked a significant distribution days on both 5th for this rally series. According to Bill O'Neill, stay clear during these times.

Mostly cash with tiny positions here-and-there just for me to watch the markets.
https://t.co/BjXgqMwIAB

[Allen Inglesa @AllenInglesa]

$QQQ

$NVDA This area right here (above 10,20sma and below 50) can form a proper basing ledge for a good re-entry.

Semis is still the trade for bigger accounts that like concentration. Even $ARM just went back and got supported by a double bottom.

https://t.co/BjXgqMwIAB

[Allen Inglesa @AllenInglesa]

$SPY 5th distribution day last Fri (Jun28) and 3rd on Qs. Plus $TLT gap down

Closing $ARM and $NVDA positions for now (consisting 80% of portfolio) after their significant upside move since late May, early June.

Started half size $XLE/ $NRGU last week. Looking to add more

[Allen Inglesa @AllenInglesa]

$spy #inflation
With inflation #s finally reported, it seems the market has already priced in the upcoming fomc meeting decision. aka: check back on Sep😂
With politics and recession pictures becoming clearing, all we got is ERs.
Money sidelines still.

https://t.co/y7CoEkuiTk

[Allen Inglesa @AllenInglesa]

$SPY $QQQ

Yesterday, marked a significant distribution days on both 5th for this rally series. According to Bill O'Neill, stay clear during these times.

Mostly cash with tiny positions here-and-there just for me to watch the markets.
https://t.co/BjXgqMwIAB

[Allen Inglesa @AllenInglesa]

$arm $smh

I guess not. lol!

30% of aum in the market mostly on small caps (yawn). Big money is still with big caps, so got to keep the powder dry.

Let's enjoy the rest of the summer!

https://t.co/aaUJy0H3v5

[Allen Inglesa @AllenInglesa]

$smh $arm $nvda

I'm thinking of partially re-enter $arm here and some other semis. Depending of course $ action of the day and $spy/ $qqq actions.🤔

https://t.co/BjXgqMwaL3