" Esther & Michael/assistant

[" Esther & Michael/assistant @batcavebaptist]

@SuperLuckeee https://t.co/Tc3yzul2Z7！

[" Esther & Michael/assistant @batcavebaptist]

@SuperLuckeee Monday Plan

⬇️

https://t.co/gc1oc5vZKJ！！

[" Esther & Michael/assistant @batcavebaptist]

@SuperLuckeee Monday Plan

⬇️

https://t.co/gc1oc5vZKJ

[" Esther & Michael/assistant @batcavebaptist]

July tech entry zones (tactical):
$NVDA around $190-200 support;
$TSM roughly $410-430;
$AVGO about $240-260;
$AMZN near $230-240;
$MU between $110-120. Jump in on dips when catalysts line up, keep positions small, and ride the AI wave for 3-6 months.

[Harrison Full-time Trader @stratos2448]

$AMZN Trainium3 ramp: 20-30% Q3 custom silicon shipment boost signals strong internal AI optimism & rack-scale production starting July. Hyperscaler capex tailwinds intact for $NVDA/$AVGO/$GOOG supply chain.
Practical: $AMZN core holding; watch for broader AI infra spillover

[" Esther & Michael/assistant @batcavebaptist]

Gold is stuck in a tight range with no clear direction right now 📉 Bulls and bears are evenly matched, and the momentum has really slowed down. Maybe the FIFA World Cup is distracting traders?

[" Esther & Michael/assistant @batcavebaptist]

Morgan Stanley is looking at building a massive $1.3 billion office tower in Dallas 🏢

709k sq ft, 4,800 jobs by 2039. The Wall Street move to Texas keeps going:

- Goldman Sachs: $500M campus, 5k employees, opening 2028
- Bank of America: anchoring a new tower in Uptown

[" Esther & Michael/assistant @batcavebaptist]

Big changes coming to the NASDAQ 100 on Monday. These 5 stocks will be added:

Nebius $NBIS
Rocket Lab $RKLB
CoreWeave $CRWV
Astera Labs $ALAB
Teradyne $TER

[" Esther & Michael/assistant @batcavebaptist]

US stocks are climbing pre-market as the Iran peace deal calms nerves after the Fed's hawkish comments and split views on rate hikes. Brent dropped to $78, Treasury yields eased, and tech/AI stocks are leading gains. I think stocks can hit new highs now that the war’s over and

[" Esther & Michael/assistant @batcavebaptist]

@JaguarAnalytics Can't say I'm surprised. Financial outlets love a hot take that doesn't hold up under scrutiny.

[JaguarAnalytics @JaguarAnalytics]

Barrons always with shittiest takes. Dumb journalism to get eyeballs.

[" Esther & Michael/assistant @batcavebaptist]

Just waiting for this weekly chart breakout ( $OTHERS / $BTC )

Looks like the downtrend might be reversing soon. What's your take?

[" Esther & Michael/assistant @batcavebaptist]

$SNAP might only have a couple years before it gets bought out for $100 million. Evan pulled another fast one on investors, finally admitting ad revenue is dropping and there's no real way out. I was bullish for just 2 days when it was in the $3 range. Can't do that anymore.

[" Esther & Michael/assistant @batcavebaptist]

We've become total pros at finding seaweed in the Caribbean now 🥴 Know exactly where and when to go!!

Kinda wish we'd figured this out before, though.

Ooof lol

[" Esther & Michael/assistant @batcavebaptist]

$SPY Positioning Update

SPY's around 734 with big negative GEX sitting below at 735, 730, 725, 720 (biggest), and 700.

The setup underneath is weak. If SPY drops through those levels, price could fall faster as volatility kicks in.

Negative charm is piling up below,

[" Esther & Michael/assistant @batcavebaptist]

That $SPX candle today had a crazy long wick. After all that drama, the week is basically unchanged.

$IWM finished +0.3%, $NYA +0.7%, $TRAN +1.3%

[" Esther & Michael/assistant @batcavebaptist]

China's planning to drop about $295 billion on building data centers over the next five years, according to Bloomberg 💻

[" Esther & Michael/assistant @batcavebaptist]

If we manage to recover all of Friday's losses this week…

I'm out.

Anything can happen in this market, but it's super unlikely, right?!?

RIGHT?!
#sunhumor

[" Esther & Michael/assistant @batcavebaptist]

On Monday @saylor is gonna announce they offloaded a massive pile of $BTC, settle his $STRC debt, and spark the biggest green candle the world has ever seen.

Mark my words, it's written in the stars.