Hamilton

16 years tracking where institutions put their money. Built the Flow Score to prove it. I write Profits Over Prophets daily.

[Hamilton @capitalflows]

Closing a majority of our Intel $INTC trade today.

Has been a fun ride. For many new TTI members, this is there first major win.

The move is probably not over in its entirety. But swing trading options is not the same as equities.. and any pullback here, meaningful or not, will inversely impact the premiums we're able to sell them for today at a higher rate than waiting.

Keep this in mind.. Most large accounts on X are reporters. They are not traders.

I'll continue to post proof that the (few) charts I post are being traded within TTI.

We don't limp dick out. We manage our risk into strength, ride trends longer than most people feel comfortable, and make meaningful amounts of money.

I get a few unfollows every time I post a profit picture. But I gain a few subscribers at the same time. Good business decision on my part. And the losers fall off into the abyss of the FinTwit bukake.

Happy Friday!

[Hamilton @capitalflows]

Week over week, Intel $INTC continues to pop up on my Flow Score report as a standout semiconductor name to own.

One of the few names that has outperformed the index $SPY, the sector $XLK, and the industry $SMH over the last couple of weeks..

While also staying green.

Relative strength shows you what you should own. Absolute strength shows you when to own it. This has both.

Large financial institutions continue to buy Intel -- our capital flow reading continues so show consistent accumulation even as Intel presses into multi-year highs.

Whether you believe in the infrastructure play or the AI play still.. Intel sits at the center of both. Foundry buildout, data center expansion, government contracts.

The flows don't lie. I'm long.

[Hamilton @capitalflows]

@JasonP138 @ntomas67 The inputs!!

[Hamilton @capitalflows]

It's cheaper for me to fly from São Paulo to Miami and bring back USMNT gear to Brazil than it is to buy it online in the states and ship it down here.

What the hell is going on in the world?

[Hamilton @capitalflows]

@ryolu_ @liljamesjohn

[Hamilton @capitalflows]

@platformb Hell yes!

[Hamilton @capitalflows]

When we bought Nokia $NOK early April, it was trading at $8.50.

Today it's trading at $16.73 -- almost 100% higher -- and our options contracts are trading for more than 500% in profit.

It's not a coincidence. And it wasn't lucky. It was the simple concept that liquidity starts at the top and trickles down into themes, narratives, sectors, industries and stocks.

The market was flooding the AI-theme while everyone was still focused on the Strait of Hormuz and fetishizing $300 oil.

We were early. And early pays.

Capital Flows Downhill. Read it.

[Hamilton @capitalflows]

https://t.co/LbFw7vw9MC

[Hamilton @capitalflows]

h/t @itmrandy with the chart and idea! Follow him!

[Hamilton @capitalflows]

Copper is pushing into new all-time highs at the same time that the ISM Manufacturing numbers are recovering.

Coincidence? And what kinds of trades could we benefit from this relationship?

Writing about it. Out in 30 min.

https://t.co/kJZH8bAQOB to read for free

[Hamilton @capitalflows]

@EYECANTFAIL @JasonP138 lmao im both of these god damnit AHHHH

[Hamilton @capitalflows]

@TrailsideTrades Wen tick candles

[Hamilton @capitalflows]

Fantastic analog.

So many key themes match up here.

Liquidity cycle, tech and innovation cycle, etc.

Based on historical precedence we have another 3-7 years to go before this secular bull market ends.

And if it’s anything like the last cycle, the best is yet to come.

[Ricardo Sarraf @nullcharts]

The major indices keep making new highs, yet the median US stock has gone nowhere for over 4 years.

Line up the current secular bull with the one that began in 1974, and this consolidation comes at a similar shape and place in the cycle as 1987–1992.

Back then, that consolidation set up the launchpad for the final leg higher of the cycle.

If the analog holds, we still have ~5 years left in this secular bull.

History may not repeat, but it often rhymes.

$VALUG

[Hamilton @capitalflows]

@nullcharts @JasonP138 Fantastic chart. @itmrandy what we’ve been talking about the last 2 weeks.

[Hamilton @capitalflows]

@PepGuardiolan @profplum99 Huh, OK.

Enjoy being poor.

[Hamilton @capitalflows]

@PepGuardiolan @profplum99 ?? I go to Europe twice per year and every Starbucks is slammed wall to wall with a line out of the door.

[Hamilton @capitalflows]

@data_analyst000 nice chart

[Hamilton @capitalflows]

@rmcentush makes it even more ridiculous when people try to cry about how much bezos is worth

the guy developed a system that can put fresh Kzaahk Beshbarmak straight from Astana at your front doorstep in 24 hours

and people still whine

[Hamilton @capitalflows]

So now that every single person knows that the SpaceX IPO is going to blow up the market..

What's the other side of the trade?

[Hamilton @capitalflows]

@liljamesjohn Thanks James

[Hamilton @capitalflows]

https://t.co/LbFw7vw9MC